Association of Immunization Managers (EIN 522346043) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

Claire Hannan

Phone

3014246080

Tax Period

2023-10-01 to 2024-09-30

Association of Immunization Managers, founded in 1999, is a community nonprofit in the Diseases & Disorders sector that reported $7.6M in total revenue in fiscal year 2023. Expenses of $6.5M left a modest 14% surplus.

Mission

The Association of Immunization Managers (AIM) was created in 1999 to enable immunization managers to work together to effectively prevent and control vaccine-preventable diseases and improve immunization coverage in the United States and its territories.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,190,833

Program Service Revenue $314,165

Investment Income $40,275

Other Revenue $7,031

TOTAL REVENUE $7,552,304

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,059,102

Fundraising Expenses $82,743

Program Expenses $5,422,257

Other Expenses $3,400,150

TOTAL EXPENSES $6,459,252

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,552,304	$7,240,513	+0.0%
Expenses	$6,459,252	$6,837,705	-0.1%
Net Income	$1,093,052	$402,808	+1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$421,376

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tom McCleaf	Chair	4.00	Officer Director	$0	$0	$0
Heather Roth	Chair Elect	4.00	Officer Director	$0	$0	$0
Heather Burriss	Secretary-Treasurer	4.00	Officer Director	$0	$0	$0
Amber Tirmal	Past Chair	4.00	Officer Director	$0	$0	$0
Ronald Balajadia	Director	1.00	Director	$0	$0	$0
Molly Howell	Director	1.00	Director	$0	$0	$0
Sarah Leeds	Director	1.00	Director	$0	$0	$0
Sarah Aho	Director (JOINED DEC)	1.00	Director	$0	$0	$0
Bindy Crouch	Director (JOINED DEC)	1.00	Director	$0	$0	$0
Emman Parian	Director (JOINED DEC)	1.00	Director	$0	$0	$0
Bob Wines	Director (JOINED DEC)	1.00	Director	$0	$0	$0
Ryan Malosh	Director (JOINED SEPT)	1.00	Director	$0	$0	$0
Jamilia Sherls	Director (JOINED SEPT)	1.00	Director	$0	$0	$0
Stephanie Schauer	Director (OCT-DEC; REJOINED JUN)	1.00	Director	$0	$0	$0
Terri Adams	Director (OCT-DEC)	1.00	Director	$0	$0	$0
Christy Gray	Director (OCT-DEC)	1.00	Director	$0	$0	$0
Monife Stout	Director (OCT-DEC)	1.00	Director	$0	$0	$0
Pejman Talebian	Director (OCT-DEC)	1.00	Director	$0	$0	$0
Robert Schechter	Director (OCT-MAY)	1.00	Director	$0	$0	$0
Kathy Kudish	Director (OCT-AUG)	1.00	Director	$0	$0	$0
Cassandra Walkama	Director (DEC-AUG)	1.00	Director	$0	$0	$0
Claire Hannan	Executive Director	37.50	Officer	$175,480	$53,958	$229,438
Virginia Moss	Chief Financial Officer	37.50	Officer	$156,270	$35,668	$191,938
Katelyn Wells	Chief Res., Eval., & Dev. Officer	37.50	Highest	$137,477	$28,650	$166,127
Brent Ewig	Chief Policy & Gov't Rel. Officer	37.50	Highest	$152,958	$21,926	$174,884
Michelle Fiscus	Chief Medical Officer	37.50	Highest	$208,822	$58,589	$267,411
Emily Messerli	Chief Programmatic Officer	37.50	Highest	$136,089	$16,251	$152,340

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$7,552,304	$6,459,252	$3,468,300	$1,093,052
2023	$7,240,513	$6,837,705	$2,501,108	$402,808
2022	$4,574,361	$4,272,512	$1,962,259	$301,849
2021	$2,872,443	$2,394,162	$1,356,883	$478,281
2020	$1,161,658	$1,385,120	$627,100	$-223,462
2019	$1,571,075	$1,234,995	$862,346	$336,080
2018	$1,369,305	$1,198,235	$478,863	$171,070

Association of Immunization Managers