THE IMMUNIZATION PARTNERSHIP (EIN 760695612) - 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

2001

Legal Domicile

Principal Officer

Terri T Burke

Phone

2814003689

Tax Period

2023-10-01 to 2024-09-30

THE IMMUNIZATION PARTNERSHIP, founded in 2001, is a community nonprofit in the Health Care sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $1.7M exceeded revenue, resulting in a 58% operating deficit.

Mission

WE ARE A VOICE FOR TEXANS WHO WANT TO PREVENT DISEASE. WE CONNECT, EDUCATE AND ADVOCATE TO ENSURE ACCESS TO VACCINES AND INCREASE IMMUNIZATION RATES.

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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 $1,034,039

Program Service Revenue $0

Investment Income $51,443

Other Revenue $0

TOTAL REVENUE $1,085,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $257,500

Program Expenses $1,154,338

Other Expenses $1,713,472

TOTAL EXPENSES $1,713,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,085,482	$1,285,812	-0.2%
Expenses	$1,713,472	$1,488,037	+0.2%
Net Income	$-627,990	$-202,225	+2.1%

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

N/A

Volunteers

2500

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH ASHITEY MD	DIRECTOR	1	Director	$0	$0	$0
COLIN CAUGHRAN	BOARD MEMBER	1	Director	$0	$0	$0
JENNIFER HARRIS	DIRECTOR	1	Director	$0	$0	$0
MARY HEALY MD	DIRECTOR	1	Director	$0	$0	$0
BRANDI JOHNSON	DIRECTOR	1	Director	$0	$0	$0
DAVID LAIRSON	DIRECTOR	1	Director	$0	$0	$0
KEN LETKEMAN	FINANCE COMMITTEE CHAIR	1	Director	$0	$0	$0
LINDY MCGEE MD	SCIENTIFIC ADVISORY COUNCIL CHAIR	1	Director	$0	$0	$0
JENNIFER MOLOKWU	DIRECTOR	1	Director	$0	$0	$0
DISHA NATH	DIRECTOR	1	Director	$0	$0	$0
DILEEP RAO	DIRECTOR	1	Director	$0	$0	$0
KENNY RUSSO	DIRECTOR	1	Director	$0	$0	$0
JULIE DAVIDSON	EXTERNAL AFFAIRS COMMITTEE CHAIR	1	Officer	$0	$0	$0
JOHN DUGAN III MD	GOVERNANCE COMMITTEE CHAIR	1	Officer	$0	$0	$0
LISA FULLER MD	SECRETARY	1	Officer	$0	$0	$0
NICK JANIK	BOARD CHAIR	1	Officer	$0	$0	$0
HILARY WARE	INTERNAL AFFAIRS COMMITTEE CHAIR	1	Officer	$0	$0	$0
TERRI BURKE	EXECUTIVE DIRECTOR	40	Key Emp	$0	$0	$0
REKHA	LAKSHMANAN	40	Key Emp	$0	$0	$0

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	$1,085,482	$1,713,472	$779,394	$-627,990
2023	$1,285,812	$1,488,037	$1,347,983	$-202,225
2022	$850,460	$1,267,545	$1,495,918	$-417,085
2021	$1,519,512	$1,136,831	$1,857,112	$382,681
2020	$1,795,438	$1,295,165	$1,490,522	$500,273
2019	$1,243,165	$1,258,895	$887,859	$-15,730
2018	$1,339,997	$1,307,221	$905,340	$32,776

THE IMMUNIZATION PARTNERSHIP