2025-04-04T11:25:27-05:00 2024-06-30 341873282 CBIZ ADVISORS LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990 2023-07-01 411768237 IMMUNIZEORG IMMU 6516479009 2136 FORD PARKWAY 5011 ST PAUL MN 55116 KELLY L MOORE MD MPH PRESIDENT & CEO 6516479009 2025-03-25 1 1 BRUCE THIEL P00526510 6123397811 2025-03-25 2023 2025-03-06 01:10:19Z KELLY L MOORE MD MPH 2136 FORD PARKWAY 5011 ST PAUL MN 55116 4556652 0 X WWW.IMMUNIZE.ORG X 1993 MN EDUCATE HEALTHCARE PROFESSIONALS AND THE PUBLIC ABOUT SAFE AND EFFECTIVE USE OF VACCINES. 7 6 8 6 0 0 3823200 3572368 650825 687332 84375 291608 8638 5344 4567038 4556652 30000 0 0 0 1640706 1601009 0 0 100447 2307613 1483476 3978319 3084485 588719 1472167 6228691 7766247 244703 279095 5983988 7487152 X SEE SCHEDULE 'O' 0 0 1718709 532532 EDUCATION - SEE SCHEDULE O 921946 154800 PARTNERING FOR IMMUNIZATION - SEE SCHEDULE O 2640655 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MN X CASEY PAULY 6516479009 2136 FORD PARKWAY STE 5011 ST PAUL MN 55116 KELLY L MOORE MD MPH PRESIDENT/CEO 40.00 X X 319345 0 23392 CAROLYN W WENZEL JD BOARD MEMBER 1.00 X 0 0 0 KATHRYN EDWARDS MD BOARD MEMBER 1.00 X 0 0 0 PATRICIA B HAIRSTON CPM BOARD MEMBER 1.00 X 0 0 0 CLEMENT LEWIN PHD MBA TREASURER 1.00 X X 0 0 0 ELISA GREEN PHARMD BCACP BOARD CHAIR 1.00 X X 0 0 0 JAMIE SWIFT MSN-IPC RN CIC FAPIC CO-CHAIR 1.00 X X 0 0 0 LITJEN TAN MS PHD CHIEF POLICY AND PARTNERSH 40.00 X 281364 0 58692 DAVID SANDERS MD MS CHIEF HEALTH INFORMATICS O 40.00 X 200172 0 18529 CASEY PAULY DIRECTOR OF BUSINESS OPERA 40.00 X 142679 0 15874 ROBIN VANOSS SENIOR PROGRAM MANAGER 40.00 X 136093 0 30215 JULIE MURPHY DIRECTOR OF DEVELOPMENT 40.00 X 127812 0 24515 1207465 0 171217 6 0 1 0 FORTUNI 406 WACOUTA STREET ST PAUL MN 55101 EDITING CONSULTANT 111127 1 691054 2881314 110693 3572368 COLLABORATIVE AGREEMEN 900099 251500 251500 PRODUCT CONTRIBUTION 900099 222304 222304 CONSULTING SERVICES 900099 201945 201945 HONORARIA 900099 11583 11583 687332 291608 291608 TRAVEL REWARDS 900099 3478 3478 IRS REFUND 900099 1512 1512 MISCELLANEOUS 900099 354 354 5344 4556652 687332 0 296952 X 695539 618756 66071 10712 697519 488864 143630 65025 8925 3029 3986 1910 114380 75029 32356 6995 84646 63776 14944 5926 33233 33233 907185 905009 178 1998 124058 117921 5607 530 18856 12506 4924 1426 139718 129944 6057 3717 1044 898 115 31 57218 34529 22689 14767 9507 5260 6619 5693 727 199 18008 14506 2996 506 PRINTING & PUBLICATIONS 124227 123151 1076 POSTAGE AND DISTRIBUTIO 38543 37537 610 396 3084485 2640655 343383 100447 X 292404 291350 0 1054 262957 284042 2265088 3151753 626438 377250 69899 32753 14458 47036 71845 32482 28391 8048 4091 2986371 3537589 255320 6228691 7766247 244703 279095 244703 279095 X 5111318 5825494 872670 1661658 5983988 7487152 6228691 7766247 1472167 30997 0 X 0 1 X 0 0 X 2135689 3291346 4537482 3823200 3572368 17360085 2135689 3291346 4537482 3823200 3572368 17360085 8922662 8437423 51564 24009 9298 84833 291608 461312 1936 502 1032 8638 5344 17452 17838849 2998157 0.47300 0.45700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 353954 353954 530931 576 576 88489 88489 132734 576 576 32482 28391 4091 4091 X 4587649 30997 30997 4556652 0 4556652 3084485 0 3084485 0 3084485 PART X, LINE 2: THE ORGANIZATION REVIEWS AND ASSESSES ITS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN TAX RETURNS. BASED ON THIS ASSESSMENT THE ORGANIZATION DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE ORGANIZATION'S ASSESSMENT HAS NOT IDENTIFIED ANY SIGNIFICANT POSITIONS THAT IT BELIEVES WOULD NOT BE SUSTAINED UNDER EXAMINATION. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION AND HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES CONSULT AND PROVIDE GUIDANCE AND ASSISTANCE 30619 0 0 0 0 0 0 30619 0 30619 0 0 0 0 0 0 X X 0 0 0 0 0 0 0 0 0 KELLY L MOORE MD MPH PRESIDENT/CEO 319345 0 0 0 0 0 14494 0 8898 0 342737 0 0 0 LITJEN TAN MS PHD CHIEF POLICY AND PARTNERSH 281364 0 0 0 0 0 35019 0 23673 0 340056 0 0 0 DAVID SANDERS MD MS CHIEF HEALTH INFORMATICS O 200172 0 0 0 0 0 9631 0 8898 0 218701 0 0 0 ROBIN VANOSS SENIOR PROGRAM MANAGER 136093 0 0 0 0 0 13577 0 16638 0 166308 0 0 0 CASEY PAULY DIRECTOR OF BUSINESS OPERA 142679 0 0 0 0 0 8966 0 6908 0 158553 0 0 0 JULIE MURPHY DIRECTOR OF DEVELOPMENT 127812 0 0 0 0 0 9651 0 14864 0 152327 0 0 0 X GOOGLE ADS 1 110693 COMPARABLE AD PRICES 0 0 0 0 PART I, COLUMN (B): COLUMN B REPORTS THE NUMBER OF CONTRIBUTIONS PART III, LINE 1 IMMUNIZE.ORG WORKS TO INCREASE IMMUNIZATION RATES AND PREVENT DISEASE THROUGH ITS PRACTICAL EDUCATIONAL MATERIALS DESIGNED TO ENHANCE THE QUALITY AND SAFETY OF IMMUNIZATION SERVICES. WE WORK WITH PARTNERS TO ADVOCATE FOR POLICIES THAT INCREASE VACCINATION OF PEOPLE OF ALL AGES. WE ALSO FACILITATE COMMUNICATION ABOUT THE SAFETY, EFFECTIVENESS, AND USE OF VACCINES WITHIN THE BROAD IMMUNIZATION COMMUNITY OF PATIENTS, PARENTS, HEALTHCARE ORGANIZATIONS, AND GOVERNMENT HEALTH AGENCIES. PHYSICIANS, NURSES, PHARMACISTS, AND OTHER HEALTHCARE PROFESSIONALS AT EVERY LEVEL OF THE IMMUNIZATION COMMUNITY, INCLUDING BOTH THE PUBLIC AND PRIVATE SECTORS, RELY ON IMMUNIZE.ORG IN THEIR DAILY WORK TO INCREASE IMMUNIZATION RATES ACROSS THE LIFESPAN. PART III LINE 4A PROGRAM: EDUCATION AUTHORITATIVE EDUCATIONAL MATERIALS: EDUCATIONAL MATERIALS FOR HEALTHCARE PROFESSIONALS AND PATIENTS - DOWNLOADED 5.2 MILLION TIMES (UP 41% FROM FY 2023); 41 NEW TRANSLATIONS ADDED VACCINE INFORMATION STATEMENTS (VISS) AND THEIR TRANSLATIONS - DOWNLOADED 5 MILLION TIMES (UP 47% FROM FY 2023); 81 NEW VIS TRANSLATIONS ADDED ASK THE EXPERTS Q&AS - VISITED 1.7 MILLION TIMES PERSONAL IMMUNIZATION RECORD CARDS - DURABLE, EASY-TO-USE, VACCINATION RECORD CARDS FOR PATIENTS LAMINATED U.S. IMMUNIZATION SCHEDULES - DURABLE, UP-TO-DATE SCHEDULES FOR PROVIDERS POWERFUL COMMUNICATION CHANNELS: WWW.IMMUNIZE.ORG - OUR RECENTLY UPDATED FLAGSHIP SITE; VISITED OVER 23,000 VISITS PER DAY IZ EXPRESS - OUR FREE WEEKLY NEWSLETTER EMAILED TO MORE THAN 53,000 OPT-IN SUBSCRIBERS WWW.VACCINEINFORMATION.ORG - OUR RECENTLY UPDATED SITE FOR THE GENERAL PUBLIC; VISITED OVER 1,400 TIMES PER DAY WWW.YOUTUBE.COM/C/IMMUNIZEORG - HOME OF OUR BRIEF EDUCATIONAL VIDEOS AND WEBINARS VIDEO WEBINARS - FOR CLINICIANS AND IMMUNIZATION COALITIONS AVAILABLE ON OUR WEBSITE MEDICAL EDUCATION PROGRAMS - COLLABORATIONS WITH CONTINUING EDUCATION (CE) PROVIDERS, INCLUDING MEDSCAPE, TO CREATE AND DELIVER CE PROGRAMS FOR HEALTHCARE PROFESSIONALS PART III LINE 4B PROGRAM: PARTNERING FOR IMMUNIZATION NATIONAL AND GLOBAL LEADERSHIP: NATIONAL NETWORK OF IMMUNIZATION COALITIONS (NNIC) - STATE AND LOCAL COALITIONS FROM ACROSS THE U.S. PARTICIPATE IN NNIC, SEE WWW.IMMUNIZATIONCOALITIONS.ORG ACIP WORKING GROUPS - OUR EXPERTS PARTICIPATE IN WORK GROUPS OF CDC'S ADVISORY COMMITTEE ON IMMUNIZATION PRACTICES (ACIP) AND REGULARLY CONTRIBUTE PUBLIC COMMENTS DURING ACIP MEETINGS 317 COALITION, ADULT VACCINE ACCESS COALITION - IMMUNIZE.ORG SERVES IN LEADERSHIP ON STEERING COMMITTEES, COLLABORATING TO REMOVE BARRIERS TO IMMUNIZATION NATIONAL ADULT AND INFLUENZA IMMUNIZATION SUMMIT - IMMUNIZE.ORG MANAGES THIS COLLABORATION WITH THE DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) TO ADDRESS ADULT AND INFLUENZA IMMUNIZATION ISSUES ALONG WITH PARTNERS REPRESENTING OVER 130 PUBLIC AND PRIVATE ORGANIZATIONS PROFESSIONAL PUBLICATIONS - OUR EXPERTS CONTRIBUTE ARTICLES AND REVIEWS TO MAJOR MEDICAL PUBLICATIONS GLOBAL IMMUNIZATION POLICY ADVISORS - OUR EXPERTS LEAD PROJECT STEERING COMMITTEES FOR THE WORLD HEALTH ORGANIZATION AND PROVIDE TRAINING AND SUPPORT FOR THE WORK OF GLOBAL AND REGIONAL IMMUNIZATION COALITIONS EFFECTIVE ADVOCACY: STATE IMMUNIZATION LAWS - IMMUNIZE.ORG UPDATED AND ENHANCED ONLINE MAPS AND DATA TABLES TRACKING STATE SCHOOL AND CHILDCARE IMMUNIZATION REQUIREMENTS AND EXEMPTION POLICIES STATE LEGISLATIVE ADVOCACY - IMMUNIZE.ORG ADVISES STATE ADVOCATES AND COALITIONS ON PROPOSED CHANGES TO IMMUNIZATION LAWS, COLLABORATING WITH AND ASSISTING PARTNERS AS NEEDED PROMOTION AND RECOGNITION OF INFLUENZA VACCINATION REQUIREMENTS FOR HEALTHCARE PERSONNEL - OUR INFLUENZA VACCINATION HONOR ROLL INCLUDES 1,241 HEALTHCARE FACILITIES WITH POLICIES REQUIRING VACCINATION OF HEALTHCARE PERSONNEL HEPATITIS B VACCINE BIRTH DOSE - OUR HEPATITIS B BIRTH DOSE HONOR ROLL CELEBRATES 585 BIRTHING INSTITUTIONS THAT HAVE ACHIEVED A 90% HEPATITIS B VACCINE COVERAGE RATE FOR NEWBORNS PRIOR TO HOSPITAL DISCHARGE INFLUENZA VACCINATION FOR OLDER ADULTS - OUR PARTNERSHIP WITH CSL SEQIRUS REMINDS HEALTHCARE PROFESSIONALS ABOUT THE IMPORTANCE OF ANNUAL INFLUENZA VACCINATION FOR ADULTS AGE 65 AND OLDER AT WWW.INFLUENZA-DEFENSE.ORG MENACWY DOSE #2 AND THE 16-YEAR-OLD VISIT - OUR COLLABORATION WITH SANOFI REMINDS HEALTHCARE PROFESSIONALS ABOUT GIVING THE SECOND DOSE OF MENINGOCOCCAL ACWY VACCINE (MENACWY) AT AGE 16 AT WWW.GIVE2MENACWY.ORG MENB VACCINATION FOR COLLEGE STUDENTS - OUR MENB VACCINATION HONOR ROLL LISTS 271 COLLEGES IN 37 STATES THAT REQUIRE OR RECOMMEND MENINGOCOCCAL B (MENB) VACCINATION TO PROTECT STUDENTS OUR WEBSITES - OUR FLAGSHIP SITE, WWW.IMMUNIZE.ORG, AND OUR SITE FOR THE GENERAL PUBLIC, WWW.VACCINEINFORMATION.ORG, WERE RE-LAUNCHED IN FY 2024 WITH A FRESH LOOK AND ENHANCED FUNCTIONS AND FEATURES OUR SHORT VIDEOS - OUR YOUTUBE CHANNEL INCLUDES DOZENS OF ASK THE EXPERTS Q&AS, VIDEOS ABOUT ADDRESSING VACCINATION ANXIETY, AND ORIENTATION VIDEOS FOR OUR RESOURCES AND NEW WEBSITE EXTENSIVE PARTNERSHIPS - IMMUNIZE.ORG CONTINUES TO WORK CLOSELY ALONGSIDE PARTNERS FROM EVERY PART OF THE IMMUNIZATION COMMUNITY, INCLUDING FEDERAL AGENCIES, STATE AND LOCAL HEALTH DEPARTMENTS, PROFESSIONAL SOCIETIES, NONPROFITS, AND INDUSTRY, AS WELL AS PRIVATE SECTOR HEALTHCARE SYSTEMS AND GROUPS SOUGHT-AFTER SPEAKERS - OUR EXPERTS SERVED ON NUMEROUS VACCINE ADVISORY BOARDS AND PRESENTED AT NATIONAL AND STATE IMMUNIZATION EVENTS MEDIA COMMUNICATIONS - OUR EXPERTS REGULARLY GIVE EDUCATIONAL INTERVIEWS TO PRINT, RADIO, TELEVISION, AND INTERNET MEDIA OUTLETS. RECENT APPEARANCES INCLUDE STAT, SALON, NPR, THE WASHINGTON POST, AND THE WALL STREET JOURNAL. FORM 990, PART VI, SECTION A, LINE 1A THERE ARE NO MATERIAL DIFFERENCES IN VOTING RIGHTS AMONG MEMBERS OF THE GOVERNING BODY, AND THE GOVERNING BODY HAS NOT DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE OR SIMILAR COMMITTEE. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS A SMALL BOARD OF DIRECTORS. THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990. THE ORGANIZATION'S STAFF PROVIDES NECESSARY DOCUMENTATION AND DATA VIA QUESTIONNAIRES TO THE ACCOUNTANT. ONCE THE DRAFT OF THE FORM 990 HAS BEEN PREPARED BY THE ACCOUNTANT, THE ORGANIZATION'S MANAGEMENT REVIEWS THE FORM FOR ACCURACY. WHEN THE DRAFT IS APPROVED BY MANAGEMENT, THE 990 IS SENT BY ELECTRONIC MEANS TO EACH BOARD MEMBER FOR REVIEW AND APPROVAL. IF THERE ARE ANY CHANGES, THEY WILL BE INCORPORATED INTO THE DRAFT. ONCE THE BOARD HAS APPROVED THE 990, MANAGEMENT CONVEYS APPROVAL TO THE ACCOUNTANT TO FINALIZE THE DRAFT. THE FINAL FORM 990 IS SIGNED BY THE EXECUTIVE DIRECTOR AND FILED IN A TIMELY MANNER WITH THE APPROPRIATE STATE AND FEDERAL AUTHORITIES. FORM 990 IS AVAILABLE FOR PUBLIC REVIEW ON WWW.GUIDESTAR.ORG FORM 990, PART VI, SECTION B, LINE 12C WRITTEN CONFLICT OF INTEREST POLICY. ANNUALLY THE BOARD, MANAGEMENT AND ALL EMPLOYEES REVIEW AND SIGN THEIR COPIES OF THE CONFLICT OF INTEREST POLICY TO DISCLOSE ANY CONFLICTS. COPIES ARE REVIEWED BY MANAGEMENT FOR REPORTABLE CONFLICTS. ANY CONFLICTS ARE NOTED IN THE BOARD MINUTES. BOARD MEMBERS THAT HAVE CONFLICTS OF INTEREST ARE PROHIBITED FROM PARTICIPATING OR VOTING IN BOARD ACTIVITIES RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 IMMUNIZE.ORG DOES NOT MAKE ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 11G DATABASE CONSULTANT: PROGRAM SERVICE EXPENSES 20,731. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,731. DESIGN CONSULTANT: PROGRAM SERVICE EXPENSES 16,656. MANAGEMENT AND GENERAL EXPENSES 76. FUNDRAISING EXPENSES 207. TOTAL EXPENSES 16,939. WEBSITE UPDATE CONSULTANTS: PROGRAM SERVICE EXPENSES 92,186. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,186. MISC CONSULTANT: PROGRAM SERVICE EXPENSES 92,665. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,665. RESEARCH/GRANT/WRITER CONSULTANT: PROGRAM SERVICE EXPENSES 51,825. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,825. PROJECTS CONSULTANT: PROGRAM SERVICE EXPENSES 74,776. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,776. PUBLIC HEALTH COORDINATOR: PROGRAM SERVICE EXPENSES 49,704. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,704. EDITING CONSULT: PROGRAM SERVICE EXPENSES 110,243. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 882. TOTAL EXPENSES 111,125. TRANSLATIONS: PROGRAM SERVICE EXPENSES 46,506. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,506. MEDICAL CONSULT: PROGRAM SERVICE EXPENSES 77,204. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,204. SCIENTIFIC CONSULTANT: PROGRAM SERVICE EXPENSES 98,615. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,615. WEBSITE DEVELOPMENT CONSULT: PROGRAM SERVICE EXPENSES 54,535. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,535. BENEFIT SERVICE FEE: PROGRAM SERVICE EXPENSES 3,130. MANAGEMENT AND GENERAL EXPENSES 102. FUNDRAISING EXPENSES 28. TOTAL EXPENSES 3,260. PAYROLL SERVICE FEE: PROGRAM SERVICE EXPENSES 1,778. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,778. STRATEGIC PLANNING CONSULTANT: PROGRAM SERVICE EXPENSES 11,188. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,188. WRITER/EPIDEMIOLOGIST CONSULT: PROGRAM SERVICE EXPENSES 99,648. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,648. WRITER/TECHNICAL REVIEW: PROGRAM SERVICE EXPENSES 4,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,500.