2026-03-22T10:18:14-05:00 2025-06-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-07-01 411768237 IMMUNIZEORG IMMU 6516479009 2136 FORD PARKWAY 5011 ST PAUL MN 55116 KELLY L MOORE MD MPH PRESIDENT & CEO 6516479009 2026-03-12 1 1 LISA BURKE P00220718 8169455500 2026-03-12 2024 2025-03-06 01:10:19Z KELLY L MOORE MD MPH 2136 FORD PARKWAY 5011 ST PAUL MN 55116 8566277 0 X WWW.IMMUNIZE.ORG X 1993 MN EDUCATE HEALTHCARE PROFESSIONALS AND THE PUBLIC ABOUT SAFE AND EFFECTIVE USE OF VACCINES. 8 7 7 10 0 0 3572368 2633616 687332 716389 291608 310452 5344 131742 4556652 3792199 0 0 0 0 1601009 1665119 0 0 124335 1483476 1516213 3084485 3181332 1472167 610867 7766247 8423779 279095 268940 7487152 8154839 X IMMUNIZE.ORG SUPPORTS EFFECTIVE IMMUNIZATION PRACTICE THROUGH OUR EDUCATIONAL AND CLINICAL RESOURCES AND OUR COLLABORATION WITH PARTNERS TO SHAPE AND ADVOCATE FOR POLICIES THAT REMOVE BARRIERS TO IMMUNIZATION FOR PEOPLE OF ALL AGES. 0 0 1399650 673873 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 WORK 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. (CONTINUED ON SCHEDULE O)- NATIONAL ADULT AND INFLUENZA IMMUNIZATION SUMMIT - IMMUNIZE.ORG MANAGES THIS COLLABORATION TO ADDRESS ADULT AND INFLUENZA IMMUNIZATION ISSUES WITH A COALITION OF PARTNERS FROM MORE THAN 130 GOVERNMENTAL, NONPROFIT, AND PRIVATE ORGANIZATIONS WORKING TO INCREASE ADULT IMMUNIZATION RATES (WWW.IZSUMMITPARTNERS.ORG). - PROFESSIONAL PUBLICATIONS - OUR EXPERTS CONTRIBUTE ARTICLES AND REVIEWS TO PEER-REVIEWED PUBLICATIONS. GLOBAL IMMUNIZATION POLICY ADVISORS - OUR EXPERTS ADVISE AND SUPPORT THE WORK OF THE WORLD HEALTH ORGANIZATION AND INTERNATIONAL IMMUNIZATION COALITIONS. EFFECTIVE ADVOCACY: - STATE IMMUNIZATION REQUIREMENTS - IMMUNIZE.ORG PROVIDES 2025 MAPS AND DATA TABLES TRACKING STATE SCHOOL AND CHILDCARE IMMUNIZATION REQUIREMENTS AND EXEMPTION POLICIES, AS WELL AS ARCHIVED DATA BACK TO 2023. - STATE LEGISLATIVE ADVOCACY - IMMUNIZE.ORG COLLABORATES WITH PARTNERS TO ADVISE STATE ADVOCATES AND COALITIONS ON PROPOSED CHANGES TO IMMUNIZATION LAWS. - PROMOTION OF INFLUENZA VACCINATION REQUIREMENTS FOR HEALTHCARE PERSONNEL - OUR INFLUENZA VACCINATION HONOR ROLL RECOGNIZES THE WORK OF 1,245 HEALTHCARE FACILITIES WITH POLICIES REQUIRING VACCINATION OF HEALTHCARE PERSONNEL. - HEPATITIS B VACCINE BIRTH DOSE - OUR HEPATITIS B BIRTH DOSE HONOR ROLL CELEBRATES 590 BIRTHING INSTITUTIONS THAT PROTECT AT LEAST 90% OF NEWBORNS AGAINST HEPATITIS B INFECTION BEFORE HOSPITAL DISCHARGE. - INFLUENZA VACCINATION FOR OLDER ADULTS - OUR PARTNERSHIP WITH SEQIRUS SPOTLIGHTS THE IMPORTANCE OF ANNUAL INFLUENZA VACCINATION FOR ADULTS AGE 65 AND OLDER AT WWW.INFLUENZA-DEFENSE.ORG. - MENACWY DOSE #2 AND HE 16-YEAR-OLD VISIT - OUR COLLABORATION WITH SANOFI SUPPORTS HEALTHCARE PROFESSIONALS IN DELIVERING THE SECOND DOSE OF MENINGOCOCCAL ACWY VACCINE (MENACWY) DUE 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 VACCINATION TO PROTECT STUDENTS. - EXTENSIVE PARTNERSHIPS - IMMUNIZE.ORG WORKS 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 ADVISE ON VACCINE DEVELOPMENT THROUGH PARTICIPATION IN NUMEROUS VACCINE ADVISORY BOARDS AND PRESENT AT NATIONAL AND GLOBAL IMMUNIZATION EVENTS, VIRTUALLY AND IN-PERSON. - MEDIA COMMUNICATIONS - OUR EXPERTS REGULARLY EDUCATE MEDIA AND THE PUBLIC ABOUT IMMUNIZATION IN PRINT AND BROADCAST INTERVIEWS. RECENT INTERVIEWS INCLUDE ASSOCIATED PRESS, CNN, CONTEMPORARY PEDIATRICS, THE IRISH TIMES, KATIE COURIC MEDIA, NPR, THE NEW YORK TIMES, SALON, THE WALL STREET JOURNAL AND THE WASHINGTON POST. 1374883 169441 EDUCATION:AUTHORITATIVE EDUCATIONAL MATERIALS: - EDUCATIONAL MATERIALS FOR HEALTHCARE PROFESSIONALS AND PATIENTS - DOWNLOADED 5.2 MILLION TIMES IN FY2025. - VACCINE INFORMATION STATEMENTS (VISS) AND THEIR TRANSLATIONS - DOWNLOADED 5.7 MILLION TIMES IN FY2025; AVAILABLE IN UP TO 48 LANGUAGES. - ASK THE EXPERTS Q&AS - VISITED 2.2 MILLION TIMES. - PERSONAL IMMUNIZATION RECORD CARDS - DURABLE, EASY-TO-USE, LIFETIME VACCINATION RECORD CARDS FOR PATIENTS. (CONTINUED ON SCHEDULE O)- LAMINATED U.S. IMMUNIZATION SCHEDULES - DURABLE CDC SCHEDULES AS PUBLISHED NOVEMBER 2024. POWERFUL COMMUNICATION CHANNELS: - IZ EXPRESS - A FREE WEEKLY NEWSLETTER EMAILED TO MORE THAN 50,000 OPT-IN SUBSCRIBERS.- WWW.IMMUNIZE.ORG - FLAGSHIP WEBSITE; VISITED MORE THAN 29,700 TIMES DAILY (UP 29% FROM FY2024).- WWW.VACCINEINFORMATION.ORG - WEBSITE FOR THE GENERAL PUBLIC; VISITED MORE THAN 2,400 TIMES DAILY (UP 64% FROM FY2024).- WWW.LETSGETREALABOUTVACCINES.ORG (NEW JUNE 2025) - OUR NEWEST SITE, WITH CONTENT CREATED IN 2024 BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) FOR ITS LET'S GET REAL CAMPAIGN TO PROVIDE CLEAR, ACCURATE VACCINATION INFORMATION TO PARENTS AND PROVIDERS. IMMUNIZE.ORG NOW HOSTS THE SITE AND ITS DOZENS OF PRINT-READY RESOURCES, ALL AVAILABLE IN ENGLISH AND SPANISH. - OUR SHORT VIDEOS - OUR YOUTUBE CHANNEL INCLUDES DOZENS OF ASK THE EXPERTS Q&AS, VIDEOS ABOUT ADDRESSING VACCINATION ANXIETY, AND VIDEOS TO ORIENT USERS TO OUR RESOURCES AND WEBSITE. - SOCIAL MEDIA - IN ADDITION TO OUR YOUTUBE CHANNEL, WE ARE ACTIVE ON FACEBOOK, INSTAGRAM, AND LINKEDIN. - VIDEO WEBINARS - FOR CLINICIANS AND IMMUNIZATION COALITIONS, INCLUDING OFFICE HOURS WEBINARS TO IMPROVE THE EXPERIENCE OF WEBSITE USERS. - MEDICAL EDUCATION PROGRAMS - COLLABORATIONS WITH CONTINUING EDUCATION (CE) PROVIDERS, INCLUDING MEDSCAPE, TO CREATE AND DELIVER CE PROGRAMS FOR HEALTHCARE PROFESSIONALS. 2774533 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 0 0 0 0 0 0 0 0 0 1 21 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X CASEY PAULY DIR BUSINESS OPERATIONS 6516479009 2136 FORD PARKWAY STE 5011 ST PAUL MN 55116 KELLY L MOORE MD MPH PRESIDENT/CEO 40.00 X X 330315 0 24805 JAMIE SWIFT MSN-IPC RN CIC BOARD CHAIR 1.00 X X 0 0 0 ELISA GREEN PHARMD BCACP CO-CHAIR 1.00 X X 0 0 0 CLEMENT LEWIN PHD MBA TREASURER 1.00 X X 0 0 0 JOHN DAB 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 MELISSA MCPHEETERS PHD MPH BOARD MEMBER 1.00 X 0 0 0 LITJEN TAN MS PHD CHIEF POLICY AND PSHPS OFFICER 40.00 X 291631 0 57613 DAVID SANDERS MD MS CHIEF HEALTH INFORMATICS OFFICER 40.00 X 204837 0 33408 CASEY PAULY DIRECTOR OF BUSINESS OPERATIONS 40.00 X 147434 0 16832 ROBIN VANOSS SENIOR PROGRAM MANAGER 40.00 X 139613 0 33329 JULIE MURPHY DIRECTOR OF DEVELOPMENT 40.00 X 133467 0 21200 1247297 0 187187 6 0 1 0 FORTUNI 406 WACOUTA STREET ST PAUL MN 55101 EDITING CONSULTANT 115108 1 437500 2196116 2633616 COLLABORATIVE AGREEMENTS 900099 595000 595000 CONSULTING 900099 78873 78873 HONORARIA 900099 42516 42516 716389 302850 302850 4715758 4708156 7602 7602 7602 192847 65922 126925 126925 4817 4817 4817 3792199 843314 0 315269 X 719625 650949 50599 18077 748452 547749 122122 78581 22137 16168 3629 2340 86808 69072 10332 7404 88097 67797 12630 7670 28197 28197 10300 10300 926470 917795 6641 2034 10078 5899 4110 69 50081 41261 5976 2844 142088 132735 5028 4325 1374 1209 110 55 116521 99799 16722 207695 203499 4196 2856 2514 228 114 20553 18087 1644 822 3181332 2774533 282464 124335 X 284042 1404979 3151753 377250 184791 69899 60276 14458 11143 71845 66229 23649 21431 4091 2218 3537589 6395199 19016 255320 279928 7766247 8423779 279095 268940 279095 268940 X 5825494 6903239 1661658 1251600 7487152 8154839 7766247 8423779 610867 56820 0 X 0 1 X 0 0 X 2535342 3378444 3359811 3461675 2633616 15368888 2535342 3378444 3359811 3461675 2633616 15368888 7420948 7947940 24009 9298 84833 291608 302850 712598 502 1032 8638 5344 4817 20333 16101819 3461605 0.49360 0.47300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23649 21431 2218 2218 X 3986433 56820 81792 138612 3847821 10300 -65922 -55622 3792199 3318746 81792 65922 147714 3171032 10300 10300 3181332 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. 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 ORGANIZATIONS ASSESSMENT HAS NOT 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. THE ORGANIZATION FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF MINNESOTA. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE THREE YEARS AFTER THE DATE OF FILING, INCLUDING EXTENSIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -65,922. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 65,922. EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES CONSULT AND PROVIDE GUIDANCE AND ASSISTANCE 14945 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CONSULT AND PROVIDE GUIDANCE AND ASSISTANCE 11579 0 0 0 0 0 0 26524 0 26524 0 0 0 0 0 0 X 1 1 X X X 0 0 0 0 0 0 0 0 0 KELLY L MOORE MD MPH PRESIDENT/CEO 330315 0 0 0 0 0 10067 0 14738 0 355120 0 0 0 LITJEN TAN MS PHD CHIEF POLICY AND PSHPS OFFICER 291631 0 0 0 0 0 9540 0 48073 0 349244 0 0 0 DAVID SANDERS MD MS CHIEF HEALTH INFORMATICS OFFICER 204837 0 0 0 0 0 6533 0 26875 0 238245 0 0 0 ROBIN VANOSS SENIOR PROGRAM MANAGER 139613 0 0 0 0 0 4513 0 28816 0 172942 0 0 0 CASEY PAULY DIRECTOR OF BUSINESS OPERATIONS 147434 0 0 0 0 0 4573 0 12259 0 164266 0 0 0 JULIE MURPHY DIRECTOR OF DEVELOPMENT 133467 0 0 0 0 0 4145 0 17055 0 154667 0 0 0 PART I, LINE 1A BUSINESS CLASS IS APPROVED FOR INTERNATIONAL TRAVEL OR FLIGHT TIMES OF 6 HOURS OR LONGER. FIRST-CLASS TRAVEL BENEFITS WERE PROVIDED TO KELLY L. MOORE, MD, MPH, PRESIDENT/CEO; DAVID SANDERS, MD, MS, CHIEF HEALTH INFORMATICS OFFICER; AND LITJEN TAN, MS, PHD, CHIEF POLICY AND PARTNERSHIPS OFFICER. THESE BENEFITS WERE NOT INCLUDED IN TAXABLE COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B 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 CEO AND FILED IN A TIMELY MANNER WITH THE APPROPRIATE STATE AND FEDERAL AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C 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 B, LINE 15 A REBUTTABLE PRESUMPTION CHECKLIST WAS COMPLETED FOR THE CEO, CHIEF POLICY AND PARTNERSHIPS OFFICER, AND THE DIRECTOR OF BUSINESS OPERATIONS AND APPROVED AT THE JUNE 12, 2025 BOARD MEETING. THE CHECKLIST REQUIRES THE BOARD TO EXPLAIN IN DETAIL HOW COMPARABLE DATA WAS RELIED UPON AND OBTAINED TO SUPPORT THE COMPENSATION PAID AND APPROVED. 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 DIGITAL & WEB CONSULTANTS: PROGRAM SERVICE EXPENSES 340,229. MANAGEMENT AND GENERAL EXPENSES 176. FUNDRAISING EXPENSES 1,120. TOTAL EXPENSES 341,525. HEALTH & SCIENCE CONSULTANTS: PROGRAM SERVICE EXPENSES 241,626. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 241,626. WRITING & EDITING: PROGRAM SERVICE EXPENSES 158,998. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 914. TOTAL EXPENSES 159,912. PROJECTS CONSULTANTS: PROGRAM SERVICE EXPENSES 133,006. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 133,006. VIDEO PRODUCTION: PROGRAM SERVICE EXPENSES 43,936. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,936. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,465. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,465.