Civic Intelligence

The Arizona Partnership For

EIN 45-4185015 • 501(c)3 • Phoenix, AZ

Profile

To foster a comprehensive, sustained community program for the immunization of arizonans against vaccine preventable diseases.

3838 N Central Avenue Ste 1650Phoenix, AZ 85012

www.whyimmunize.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.27x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.74x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

17th percentile

-13%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$157,825

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

27th percentile

-2.4%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-8.9%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$5,156,163

Down $125,655 (-2.4%) from 2023

Liabilities

Up

$1,376,936

Up $126,120 (+10%) from 2023

Net Assets

Down

$3,779,227

Down $251,775 (-6.2%) from 2023

Revenue

Down

$1,867,821

Down $182,987 (-8.9%) from 2023

Expenses

Down

$2,119,596

Down $324,289 (-13%) from 2023

Net Income

Up

-$251,775

Up $141,302 (+36%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $1,075,712Liabilities 2012: $201,147Net Assets 2012: $874,5652012Assets 2013: $1,232,286Liabilities 2013: $283,168Net Assets 2013: $949,1182013Assets 2014: $1,344,404Liabilities 2014: $375,164Net Assets 2014: $969,2402014Assets 2015: $1,046,519Liabilities 2015: $426,228Net Assets 2015: $620,2912015Assets 2016: $1,296,086Liabilities 2016: $632,371Net Assets 2016: $663,7152016Assets 2017: $1,192,044Liabilities 2017: $557,996Net Assets 2017: $634,0482017Assets 2018: $1,062,831Liabilities 2018: $573,747Net Assets 2018: $489,0842018Assets 2019: $729,275Liabilities 2019: $349,406Net Assets 2019: $379,8692019Assets 2020: $1,100,330Liabilities 2020: $417,376Net Assets 2020: $682,9542020Assets 2021: $7,558,939Liabilities 2021: $3,752,994Net Assets 2021: $3,805,9452021Assets 2022: $5,335,000Liabilities 2022: $916,174Net Assets 2022: $4,418,8262022Assets 2023: $5,281,818Liabilities 2023: $1,250,816Net Assets 2023: $4,031,0022023Assets 2024: $5,156,163Liabilities 2024: $1,376,936Net Assets 2024: $3,779,2272024

Highlighted filing

2024

Assets$5,156,163
Liabilities$1,376,936
Net Assets$3,779,227

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $1,191,2272012Revenue 2013: $1,318,818Expenses 2013: $1,309,456Net Income 2013: $9,3622013Revenue 2014: $1,645,419Expenses 2014: $1,625,297Net Income 2014: $20,1222014Revenue 2015: $1,353,702Expenses 2015: $1,702,651Net Income 2015: -$348,9492015Revenue 2016: $1,913,901Expenses 2016: $1,870,477Net Income 2016: $43,4242016Revenue 2017: $1,594,385Expenses 2017: $1,624,052Net Income 2017: -$29,6672017Revenue 2018: $1,467,324Expenses 2018: $1,612,288Net Income 2018: -$144,9642018Revenue 2019: $1,584,023Expenses 2019: $1,693,238Net Income 2019: -$109,2152019Revenue 2020: $1,522,789Expenses 2020: $1,418,433Net Income 2020: $104,3562020Revenue 2021: $6,131,605Expenses 2021: $3,008,614Net Income 2021: $3,122,9912021Revenue 2022: $2,894,741Expenses 2022: $2,284,921Net Income 2022: $609,8202022Revenue 2023: $2,050,808Expenses 2023: $2,443,885Net Income 2023: -$393,0772023Revenue 2024: $1,867,821Expenses 2024: $2,119,596Net Income 2024: -$251,7752024

Highlighted filing

2024

Revenue$1,867,821
Expenses$2,119,596
Net Income-$251,775

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.0
Gross Receipts
$1,867,821
Mission and Program Overview

Mission

To foster a comprehensive, sustained community program for the immunization of arizonans against vaccine preventable diseases.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,077,178$2,154,678▲ $77,500
Savings and Temporary Cash Investments$2,129,589$1,977,698▼ $151,891
Cash and Non-Interest-Bearing Accounts$685,069$337,015▼ $348,054
Accounts Receivable$227,596$318,575▲ $90,979
Land, Buildings, and Equipment, Net$15,608$8,284▼ $7,324
Prepaid Expenses and Deferred Charges$4,075--
Total Assets$5,281,818$5,156,163▼ $125,655
Other Assets Total$142,703$359,913▲ $217,210
Liabilities
Other Liabilities$193,508$944,525▲ $751,017
Accounts Payable and Accrued Expenses$1,007,308$416,913▼ $590,395
Deferred Revenue$50,000$15,498▼ $34,502
Total Liabilities$1,250,816$1,376,936▲ $126,120
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,031,002$3,779,227▼ $251,775
Total Net Assets Fund Balance$4,031,002$3,779,227▼ $251,775
Total Liabilities and Net Assets / Fund Balance$5,281,818$5,156,163▼ $125,655

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,284$32,354$40,638
Other Assets Org$6,758--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James WashingtonCEOFT$151,125$6,700$157,825
David BabaniRevenue ProgFT$105,561$6,818$112,379

Board Members and Trustees

NameTitle
Jim McphersonPresident
Donna FurlongDirector
Lynne ValentineDirector
Pamela MurphyDirector
Coleen MariasSecretary
Anne StaffordTreasurer
Vicki CopelandVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$527,452
Program Service Revenue
$1,242,219
Investment Income
$98,150
Other Revenue
$0
All Other Contributions
$97,452
Change in Net Assets
$-251,775

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,867,821
Total Revenue per Audited Statements
$1,867,821
Total Revenue per Form 990
$1,867,821
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,431,646
Other Expenses$687,950
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$927,686$77,218-$1,004,904
Other Employee Benefits$248,887$20,030-$268,917
Fees for Services Other$182,444$27,645-$210,089
Current Officers, Directors, Trustees, and Key Employees$145,697$12,128-$157,825
Occupancy$45,656$21,257-$66,913
Office Expenses$54,828$8,646-$63,474
Conferences and Meetings$53,398$897-$54,295
Fees for Services Legal$11,344$36,600-$47,944
Travel$39,419$513-$39,932
Fees for Services Accounting-$35,093-$35,093
Insurance$16,681$14,952-$31,633
Other Expenses$8,264$1,228-$9,492
Depreciation Depletion$5,585$3,689-$9,274
All Other Expenses$4,895$1,418-$6,313
Total Functional Expenses$1,846,833$272,763$0$2,119,596

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,119,596
Total Expenses per Audited Statements$2,119,596
Total Expenses per Form 990$2,119,596
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
Immunization Billing Fees$727,254
Operating Lease Liability$217,271
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

The organization delegated management duties to a company that is unrelated to the organization.

Form 990, Page 6, Part VI, Line 11B

The organization provided a copy of the 990, via email, to the governing body before it was filed. Any questions and comments are resolved prior to submission.

Form 990, Page 6, Part VI, Line 12C

Each director, principal officer, and member of a comittee with board- delegated powers, and key employees sign a statement each year affirming they have received a copy of the policy and that they have read and understand the policy. An interested person may disclose the existence of a possible conflict to the committee with board-delegated powers, in which thereafter the board will determine appropriate action by majority vote.

Form 990, Page 6, Part VI, Line 15A

A consultant was hired to do a salary survey of comparable positions.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Arizona Partnership for
EIN
45-4185015
Phone
6022887568
Address
3838 N CENTRAL AVENUE STE 1650, PHOENIX, AZ 85012

Signing Officer

Name
Jim Mcpherson
Title
President
Phone
6022887568
Signed
2025-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Mcpherson
Formed
2012
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
30

Preparer

Firm
Fester & Chapman Pllc
Address
9019 E BAHIA DR STE 100, SCOTTSDALE, AZ 85260
Preparer
Rachel R Locke CPA
Phone
6022643077
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4C

Expenses, community and provider education: communication and education are key factors in removing barriers to immunization. Many individuals understand the value of vaccination in warding off disease, but few understand the importance of a well vaccinated community in preventing the spread of disease. Through educational materials and messages developed by tapi's community education committee, appropriate tools are developed for all partners in the immunization coalition. Up to date educational materials that include the immunization schedule and recommendations are available for infants, children, teens and families. These can be obtained by community partners through the tapi website, www.whyimmunize.org at no cost. Doctors, nurses and medical office staff are considered experts when immunizations are the topic of conversation. Pediatricians, family physicians and nurse practitioners are key partners in reaching and maintaining our goal of 90% age-appropriate immunization coverage levels of our 2-year-old children to establish immunity to vaccine preventable diseases. Both in practice and in message, the interactions between practitioners and their patients and/or parents are significant in a decision to immunize. Tapi works with professional medical organizations to promote immunization best practices to arizonans of all ages. Programs are offered throughout the state that provide up to date, comprehensive trainings for all levels of medical office and clinic staff. The goal is to implement a process of immunization delivery and science-based communication to all arizonans throughout their lifespan. In 2023 over 800 statewide attendees participated in training sessions.

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IRS990/ProgSrvcAccomActy2Grp/Desc0COALITION BUILDING: IN 1992 TAPI DEVELOPED AND CONTINUES TO MAINTAIN A COMMUNITY COALITION OF IMMUNIZATION STAKEHOLDERS WITH COMMON GOALS AND OBJECTIVES. THOUGH THE MISSION OF TAPI HAS EVOLVED OVER TIME, THE COALITION OF OVER 400 ORGANIZATIONS AND INDIVIDUALS FOCUSES ON MEETING HEALTHY PEOPLE OBJECTIVES AND REDUCING THE SPREAD OF VACCINE PREVENTABLE DISEASES TO CHILDREN, TEENS, ADULTS AND SENIORS IN ARIZONA. THE COALITION IS COMPRISED OF STATE, COUNTY AND LOCAL PUBLIC HEALTH PARTNERS, ALONG WITH PRIVATE SECTOR INSURERS, PRIVATE PHYSICIANS, PROFESSIONAL ORGANIZATIONS AND COMMUNITY ADVOCATES HAVE MAINTAINED ARIZONA'S IMMUNIZATION COVERAGE LEVELS APPROACHING THE NATIONAL STANDARDS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0EXPENSES, COMMUNITY AND PROVIDER EDUCATION: COMMUNICATION AND EDUCATION ARE KEY FACTORS IN REMOVING BARRIERS TO IMMUNIZATION. MANY INDIVIDUALS UNDERSTAND THE VALUE OF VACCINATION IN WARDING OFF DISEASE, BUT FEW UNDERSTAND THE IMPORTANCE OF A WELL VACCINATED COMMUNITY IN PREVENTING THE SPREAD OF DISEASE. THROUGH EDUCATIONAL MATERIALS AND MESSAGES DEVELOPED BY TAPI'S COMMUNITY EDUCATION COMMITTEE, APPROPRIATE TOOLS ARE DEVELOPED FOR ALL PARTNERS IN THE IMMUNIZATION COALITION. UP TO DATE EDUCATIONAL MATERIALS THAT INCLUDE THE IMMUNIZATION SCHEDULE AND RECOMMENDATIONS ARE AVAILABLE FOR INFANTS, CHILDREN, TEENS AND FAMILIES. THESE CAN BE OBTAINED BY COMMUNITY PARTNERS THROUGH THE TAPI WEBSITE, WWW.WHYIMMUNIZE.ORG AT NO COST. DOCTORS, NURSES AND MEDICAL OFFICE STAFF ARE CONSIDERED EXPERTS WHEN IMMUNIZATIONS ARE THE TOPIC OF CONVERSATION. PEDIATRICIANS, FAMILY PHYSICIANS AND NURSE PRACTITIONERS ARE KEY PARTNERS IN REACHING AND MAINTAINING OUR GOAL OF 90% AGE-APPROPRIATE IMMUNIZATION COVERAGE LEVELS OF OUR 2-YEAR-OLD CHILDREN TO ESTABLISH IMMUNITY TO VACCINE PREVENTABLE DISEASES. BOTH IN PRACTICE AND IN MESSAGE, THE INTERACTIONS BETWEEN PRACTITIONERS AND THEIR PATIENTS AND/OR PARENTS ARE SIGNIFICANT IN A DECISION TO IMMUNIZE. TAPI WORKS WITH PROFESSIONAL MEDICAL ORGANIZATIONS TO PROMOTE IMMUNIZATION BEST PRACTICES TO ARIZONANS OF ALL AGES. PROGRAMS ARE OFFERED THROUGHOUT THE STATE THAT PROVIDE UP TO DATE, COMPREHENSIVE TRAININGS FOR ALL LEVELS OF MEDICAL OFFICE AND CLINIC STAFF. THE GOAL IS TO IMPLEMENT A PROCESS OF IMMUNIZATION DELIVERY AND SCIENCE-BASED COMMUNICATION TO ALL ARIZONANS THROUGHOUT THEIR LIFESPAN. IN 2023 OVER 800 STATEWIDE ATTENDEES PARTICIPATED IN TRAINING SESSIONS.
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc2SECURITY DEPOSIT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES, COMMUNITY AND PROVIDER EDUCATION: COMMUNICATION AND EDUCATION ARE KEY FACTORS IN REMOVING BARRIERS TO IMMUNIZATION. MANY INDIVIDUALS UNDERSTAND THE VALUE OF VACCINATION IN WARDING OFF DISEASE, BUT FEW UNDERSTAND THE IMPORTANCE OF A WELL VACCINATED COMMUNITY IN PREVENTING THE SPREAD OF DISEASE. THROUGH EDUCATIONAL MATERIALS AND MESSAGES DEVELOPED BY TAPI'S COMMUNITY EDUCATION COMMITTEE, APPROPRIATE TOOLS ARE DEVELOPED FOR ALL PARTNERS IN THE IMMUNIZATION COALITION. UP TO DATE EDUCATIONAL MATERIALS THAT INCLUDE THE IMMUNIZATION SCHEDULE AND RECOMMENDATIONS ARE AVAILABLE FOR INFANTS, CHILDREN, TEENS AND FAMILIES. THESE CAN BE OBTAINED BY COMMUNITY PARTNERS THROUGH THE TAPI WEBSITE, WWW.WHYIMMUNIZE.ORG AT NO COST. DOCTORS, NURSES AND MEDICAL OFFICE STAFF ARE CONSIDERED EXPERTS WHEN IMMUNIZATIONS ARE THE TOPIC OF CONVERSATION. PEDIATRICIANS, FAMILY PHYSICIANS AND NURSE PRACTITIONERS ARE KEY PARTNERS IN REACHING AND MAINTAINING OUR GOAL OF 90% AGE-APPROPRIATE IMMUNIZATION COVERAGE LEVELS OF OUR 2-YEAR-OLD CHILDREN TO ESTABLISH IMMUNITY TO VACCINE PREVENTABLE DISEASES. BOTH IN PRACTICE AND IN MESSAGE, THE INTERACTIONS BETWEEN PRACTITIONERS AND THEIR PATIENTS AND/OR PARENTS ARE SIGNIFICANT IN A DECISION TO IMMUNIZE. TAPI WORKS WITH PROFESSIONAL MEDICAL ORGANIZATIONS TO PROMOTE IMMUNIZATION BEST PRACTICES TO ARIZONANS OF ALL AGES. PROGRAMS ARE OFFERED THROUGHOUT THE STATE THAT PROVIDE UP TO DATE, COMPREHENSIVE TRAININGS FOR ALL LEVELS OF MEDICAL OFFICE AND CLINIC STAFF. THE GOAL IS TO IMPLEMENT A PROCESS OF IMMUNIZATION DELIVERY AND SCIENCE-BASED COMMUNICATION TO ALL ARIZONANS THROUGHOUT THEIR LIFESPAN. IN 2023 OVER 800 STATEWIDE ATTENDEES PARTICIPATED IN TRAINING SESSIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DELEGATED MANAGEMENT DUTIES TO A COMPANY THAT IS UNRELATED TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDED A COPY OF THE 990, VIA EMAIL, TO THE GOVERNING BODY BEFORE IT WAS FILED. ANY QUESTIONS AND COMMENTS ARE RESOLVED PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMITTEE WITH BOARD- DELEGATED POWERS, AND KEY EMPLOYEES SIGN A STATEMENT EACH YEAR AFFIRMING THEY HAVE RECEIVED A COPY OF THE POLICY AND THAT THEY HAVE READ AND UNDERSTAND THE POLICY. AN INTERESTED PERSON MAY DISCLOSE THE EXISTENCE OF A POSSIBLE CONFLICT TO THE COMMITTEE WITH BOARD-DELEGATED POWERS, IN WHICH THEREAFTER THE BOARD WILL DETERMINE APPROPRIATE ACTION BY MAJORITY VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A CONSULTANT WAS HIRED TO DO A SALARY SURVEY OF COMPARABLE POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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