Civic Intelligence

Indiana Immunization Coalition Inc.

990 • Fiscal year 2015 • EIN 20-0484362

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 22, 2016

12112 Briarway North DriveIndianapolis, IN 46259

(317) 628-7116

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

46th percentile

1.4%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

93rd percentile

$55,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

9th percentile

-46%

Faster asset growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$167,960

Down $144,795 (-46%) from 2014

Net Assets

Up

$145,635

Up $4,480 (+3.2%) from 2014

Liabilities

Down

$22,325

Down $149,275 (-87%) from 2014

Revenue

Down

$309,649

Down $333,503 (-52%) from 2014

Expenses

Down

$305,169

Down $334,823 (-52%) from 2014

Net Income

Up

$4,480

Up $1,320 (+42%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $45,338Liabilities 2011: $02011Assets 2012: $502,766Liabilities 2012: $374,742Net Assets 2012: $128,0242012Assets 2013: $785,545Liabilities 2013: $647,550Net Assets 2013: $137,9952013Assets 2014: $312,755Liabilities 2014: $171,600Net Assets 2014: $141,1552014Assets 2015: $167,960Liabilities 2015: $22,325Net Assets 2015: $145,6352015Assets 2016: $206,725Liabilities 2016: $10,331Net Assets 2016: $196,3942016Assets 2017: $212,297Liabilities 2017: $16,208Net Assets 2017: $196,0892017Assets 2018: $310,673Liabilities 2018: $119,805Net Assets 2018: $190,8682018Assets 2019: $233,333Liabilities 2019: $35,930Net Assets 2019: $197,4032019Assets 2020: $339,369Liabilities 2020: $121,968Net Assets 2020: $217,4012020Assets 2021: $590,158Liabilities 2021: $256,723Net Assets 2021: $333,4352021Assets 2022: $528,705Liabilities 2022: $41,671Net Assets 2022: $487,0342022Assets 2023: $933,794Liabilities 2023: $337,375Net Assets 2023: $596,4192023Assets 2024: $1,082,161Liabilities 2024: $249,521Net Assets 2024: $832,6402024Assets 2025: $1,231,626Liabilities 2025: $302,603Net Assets 2025: $929,0232025

Highlighted filing

2015

Assets$167,960
Liabilities$22,325
Net Assets$145,635

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $150,607Expenses 2011: $145,840Net Income 2011: $4,7672011Expenses 2012: $821,3942012Revenue 2013: $1,307,085Expenses 2013: $1,246,794Net Income 2013: $60,2912013Revenue 2014: $643,152Expenses 2014: $639,992Net Income 2014: $3,1602014Revenue 2015: $309,649Expenses 2015: $305,169Net Income 2015: $4,4802015Revenue 2016: $534,806Expenses 2016: $484,047Net Income 2016: $50,7592016Revenue 2017: $323,083Expenses 2017: $323,388Net Income 2017: -$3052017Revenue 2018: $348,628Expenses 2018: $353,849Net Income 2018: -$5,2212018Revenue 2019: $541,048Expenses 2019: $534,513Net Income 2019: $6,5352019Revenue 2020: $836,556Expenses 2020: $816,558Net Income 2020: $19,9982020Revenue 2021: $1,560,590Expenses 2021: $1,444,556Net Income 2021: $116,0342021Revenue 2022: $1,659,296Expenses 2022: $1,505,697Net Income 2022: $153,5992022Revenue 2023: $1,823,876Expenses 2023: $1,714,491Net Income 2023: $109,3852023Revenue 2024: $2,582,339Expenses 2024: $2,346,118Net Income 2024: $236,2212024Revenue 2025: $4,832,271Expenses 2025: $4,735,888Net Income 2025: $96,3832025

Highlighted filing

2015

Revenue$309,649
Expenses$305,169
Net Income$4,480
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 22, 2016
Return Version
2015v2.1
Gross Receipts
$309,649
Mission and Program Overview

Mission

The indiana immunization coalition exists to reduce the spread of vaccine-preventable diseases through immunization education, advocacy, promotion, and statewide collaborative partnerships.

The Indiana Immunization Coalition IIC exists to reduce the spread of vaccine-preventable disease through immunization education, advocacy, promotion, and statewide collaborative partnerships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,129$61,863▲ $50,734
Pledges and Grants Receivable$299,500$57,692▼ $241,808
Prepaid Expenses and Deferred Charges-$33,205-
Accounts Receivable-$13,222-
Land, Buildings, and Equipment, Net$2,126$1,978▼ $148
Total Assets$312,755$167,960▼ $144,795
Liabilities
Deferred Revenue$15,000$18,370▲ $3,370
Accounts Payable and Accrued Expenses$156,600$3,955▼ $152,645
Total Liabilities$171,600$22,325▼ $149,275
Net Assets / Fund Balance
Unrestricted Net Assets$141,155$145,635▲ $4,480
Total Net Assets Fund Balance$141,155$145,635▲ $4,480
Total Liabilities and Net Assets / Fund Balance$312,755$167,960▼ $144,795

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,978$1,957$3,935
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa RobertsonExecutive DirectorFT$55,000$55,000

Board Members and Trustees

NameTitle
Leslie LakePresident
Laurie WeinzapfelPresident-Elect
Anita WrightBoard Member At-Large
Carolyn SnyderBoard Member At-Large
Karen LongBoard Member At-Large
Karla Loken BohmBoard Member At-Large
Mary BarnardBoard Member At-Large
Maureen Pierce MonteithBoard Member At-Large
Melissa McMastersBoard Member At-Large
Tara HatfieldBoard Member At-Large
Dana GreenwoodNurse Planner
Teresa HohnerSecretary
Elizabeth VanLaereTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$309,649
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$6,383
Change in Net Assets
$4,480

Audited Revenue Reconciliation

Revenue per Audited Statements
$309,649
Total Revenue per Audited Statements
$309,649
Total Revenue per Form 990
$309,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$163,287
Other Expenses$141,882
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$85,500$11,312-$96,812
Current Officers, Directors, Trustees, and Key Employees$49,500$5,500-$55,000
Conferences and Meetings$24,781$1,640-$26,421
Fees for Services Accounting-$14,000-$14,000
Payroll Taxes-$11,475-$11,475
Information Technology$6,685$1,475-$8,160
Travel$7,184$798-$7,982
Fees for Services Legal-$6,507-$6,507
Other Expenses$5,125$2,400-$5,125
Insurance$1,519$1,100-$2,619
Depreciation Depletion-$898-$898
Office Expenses$230$25-$255
Total Functional Expenses$248,039$57,130$0$305,169

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$305,169
Total Expenses per Audited Statements$305,169
Total Expenses per Form 990$305,169
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 9

Officers Members unable to be reached at Coalitions mailing address Leslie Lake, Kroger Pharmacy, 5960 Castleway West Drive, Indianapolis, IN 46250 Laurie Weinzapfel, MDwise Inc, 1200 Madison Ave, Suite 400, Indianapolis, IN 46225 Teresa Hohner, Porter County Health Dept, Portage Medical Annex, 3610 Willowcreek Rd., Suite 2, Portage, IN 46368 Elizabeth VanLaere, Tippecanoe County Health Dept, 629 N 6th St, Suite A, Lafayette, IN 47901 Dana Greenwood, St. Vincent Seton Specialty Hospital, 8050 Township Line Rd, Indianapolis, IN 46260 Mary Barnard, Managed Health Services, 4624 W 79th St, Indianapolis, IN 46268 Tara Hatfield, Purdue Healthcare Advisors, 1435 Win Hentschel Blvd, Suite 215, West Lafayette, IN 47906 Karla Loken Bohm, Henry County Hospital, 1000 N 16th St, New Castle, IN 47362 Karen Long, Howard County Health Dept, 120 E Mulberry St 206, Kokomo, IN 46901 Melissa McMasters, Marion County Public Health Dept, 3838 N. Rural St., Indianapolis, IN 46205 Maureen Pierce Monteith, Anthem Inc., 220 Virginia Ave, Indianapolis, IN 46204 Carolyn Snyder, Indiana School Nurse Assn, 611 South Water St, Crawfordsville, IN 47933 Anita Wright, IUPUI School of Nursing, 1111 Brookside Lane, Plainfield, IN 46168

Form 990, Part VI, Section B, Line 11B

The Coalitions current Executive Director was given a copy of the completed Form 990 to review prior to its filing. Any questions that arose during the review of the Form 990 were addressed prior to its filing. A copy of the completed Form 990 was also made available to the entire Board of Directors although, it was not formally reviewed prior to the 990s filing due to time constraints.

Form 990, Part VI, Section B, Line 12C

The Coalition provides a copy of its Conflict of Interest policy to its Board of Directors, officers, and staff. On an annual basis, the Board must sign and complete an acknowledgement form, disclosing any potential conflicts. In addition, disclosure is required throughout the year, whenever a conflict arises with any Board member, officer, or staff person. Disinterested members of the Board make a determination as to whether a conflict does exist and what subsequent action is needed.

Form 990, Part VI, Section B, Line 15

Compensation for the Executive Director and other employees is reviewed annually by the Board of Directors. The Board votes on the compensation that will be given to said employees at an annual meeting where the upcoming budget is reviewed.

Form 990, Part VI, Section C, Line 19

The Coalitions Articles of Incorporation have been filed with the Indiana Secretary of State SOS and are available online at the SOSs website for viewing. Governing documents, a conflict of interest policy, and financial statements are available to the public upon request. The Coalition can be reached by the public in several ways, including phone, website, mail, and e-mail.

Filing and Contact Details

Filer

Filer Name
Indiana Immunization Coalition Inc
EIN
20-0484362
Phone
3176287116
Address
12112 Briarway North Drive, Indianapolis, IN 46259
Doing Business As
Indiana Immunization Coalition Inc

Signing Officer

Name
Lisa K Robertson
Title
Executive Director
Signed
2016-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Robertson
Formed
2003
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
3

Preparer

Preparer
Peggy E Jackson
Phone
7655324194
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IRS990/MissionDesc0The Indiana Immunization Coalitions mission is to reduce the spread of vaccine-preventable disease by means of immunization education, advocacy, promotion, and statewide collaborations.
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IRS990/OtherExpensesGrp/Desc0Medical billing program
IRS990/OtherExpensesGrp/Desc1Vaccine storage equipment for local provider
IRS990/OtherExpensesGrp/Desc2Educational materials supplies
IRS990/OtherExpensesGrp/Desc3Training for staff health care providers
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IRS990/PrincipalOfficerNm0Lisa Robertson
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Coalition continued work on a statewide billing program, which began in 2012. In 2015, funds were utilized to assist local health departments in becoming billing entities and credentialing those health departments.
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IRS990/ProgSrvcAccomActy3Grp/Desc0The Coalition received grant money from the Indiana State Department of Health to purchase and deliver a new lab-grade vaccine refrigerator to a local health care provider.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part II Section B Line 10 Other income of 6,383 includes registration and exhibitor fees collected at conferences and meetings hosted by the Coalition and Maintenance of Certification fees for providing continuing education to providers.
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IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt0309649
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01978
IRS990ScheduleD/TotalExpensesPerForm990Amt0305169
IRS990ScheduleD/TotalRevenuePerForm990Amt0309649
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Officers Members unable to be reached at Coalitions mailing address Leslie Lake, Kroger Pharmacy, 5960 Castleway West Drive, Indianapolis, IN 46250 Laurie Weinzapfel, MDwise Inc, 1200 Madison Ave, Suite 400, Indianapolis, IN 46225 Teresa Hohner, Porter County Health Dept, Portage Medical Annex, 3610 Willowcreek Rd., Suite 2, Portage, IN 46368 Elizabeth VanLaere, Tippecanoe County Health Dept, 629 N 6th St, Suite A, Lafayette, IN 47901 Dana Greenwood, St. Vincent Seton Specialty Hospital, 8050 Township Line Rd, Indianapolis, IN 46260 Mary Barnard, Managed Health Services, 4624 W 79th St, Indianapolis, IN 46268 Tara Hatfield, Purdue Healthcare Advisors, 1435 Win Hentschel Blvd, Suite 215, West Lafayette, IN 47906 Karla Loken Bohm, Henry County Hospital, 1000 N 16th St, New Castle, IN 47362 Karen Long, Howard County Health Dept, 120 E Mulberry St 206, Kokomo, IN 46901 Melissa McMasters, Marion County Public Health Dept, 3838 N. Rural St., Indianapolis, IN 46205 Maureen Pierce Monteith, Anthem Inc., 220 Virginia Ave, Indianapolis, IN 46204 Carolyn Snyder, Indiana School Nurse Assn, 611 South Water St, Crawfordsville, IN 47933 Anita Wright, IUPUI School of Nursing, 1111 Brookside Lane, Plainfield, IN 46168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Coalitions current Executive Director was given a copy of the completed Form 990 to review prior to its filing. Any questions that arose during the review of the Form 990 were addressed prior to its filing. A copy of the completed Form 990 was also made available to the entire Board of Directors although, it was not formally reviewed prior to the 990s filing due to time constraints.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Coalition provides a copy of its Conflict of Interest policy to its Board of Directors, officers, and staff. On an annual basis, the Board must sign and complete an acknowledgement form, disclosing any potential conflicts. In addition, disclosure is required throughout the year, whenever a conflict arises with any Board member, officer, or staff person. Disinterested members of the Board make a determination as to whether a conflict does exist and what subsequent action is needed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation for the Executive Director and other employees is reviewed annually by the Board of Directors. The Board votes on the compensation that will be given to said employees at an annual meeting where the upcoming budget is reviewed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Coalitions Articles of Incorporation have been filed with the Indiana Secretary of State SOS and are available online at the SOSs website for viewing. Governing documents, a conflict of interest policy, and financial statements are available to the public upon request. The Coalition can be reached by the public in several ways, including phone, website, mail, and e-mail.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012112 Briarway North Drive
IRS990/USAddress/CityNm0Indianapolis

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.23$0.30$0.93$4.83$4.74$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.25$0.83$2.58$2.35$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.34$0.60$1.82$1.71$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.04$0.49$1.66$1.51$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.26$0.33$1.56$1.44$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.12$0.22$0.84$0.82$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.04$0.20$0.54$0.53$0.01
2018Summary only. Only limited summary data is available for this year.$0.31$0.12$0.19$0.35$0.35$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.02$0.20$0.32$0.32$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.01$0.20$0.53$0.48$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.02$0.15$0.31$0.31$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.17$0.14$0.64$0.64$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.65$0.14$1.31$1.25$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.37$0.13$0.82
2011Summary only. Only limited summary data is available for this year.$0.05$0.00$0.15$0.15$0.00