Civic Intelligence

The Arizona Partnership for Immunization

990 • Fiscal year 2019 • EIN 45-4185015

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 30, 2020

700 E Jefferson Street 100Phoenix, AZ 85034

(602) 253-0090

Siviq Scores

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

Liabilities / Assets

81st percentile

0.48x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.22x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

24th percentile

-6.9%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

61st percentile

$84,111

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

4th percentile

-31%

Faster asset growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

59th percentile

8.0%

Faster revenue growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$729,275

Down $333,556 (-31%) from 2018

Net Assets

Down

$379,869

Down $109,215 (-22%) from 2018

Liabilities

Down

$349,406

Down $224,341 (-39%) from 2018

Revenue

Up

$1,584,023

Up $116,699 (+8.0%) from 2018

Expenses

Up

$1,693,238

Up $80,950 (+5.0%) from 2018

Net Income

Up

-$109,215

Up $35,749 (+25%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$729,275
Liabilities$349,406
Net Assets$379,869

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$1,584,023
Expenses$1,693,238
Net Income-$109,215
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 30, 2020
Return Version
2019v5.0
Gross Receipts
$1,584,023
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
Savings and Temporary Cash Investments$562,502$533,455▼ $29,047
Cash and Non-Interest-Bearing Accounts$199,072$84,472▼ $114,600
Accounts Receivable$225,461$26,739▼ $198,722
Prepaid Expenses and Deferred Charges$8,742$18,914▲ $10,172
Land, Buildings, and Equipment, Net$1,863$504▼ $1,359
Total Assets$1,062,831$729,275▼ $333,556
Other Assets Total$65,191$65,191→ $0
Liabilities
Other Liabilities$388,012$194,118▼ $193,894
Accounts Payable and Accrued Expenses$185,735$155,288▼ $30,447
Total Liabilities$573,747$349,406▼ $224,341
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$489,084$379,869▼ $109,215
Total Net Assets Fund Balance$489,084$379,869▼ $109,215
Total Liabilities and Net Assets / Fund Balance$1,062,831$729,275▼ $333,556

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$504$24,018$24,522
Other Assets Org$65,191--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Debbie Mccune DavisExecutive Di$84,111$84,111

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$654,543
Program Service Revenue
$928,305
Investment Income
$1,175
Other Revenue
$0
All Other Contributions
$120,141
Change in Net Assets
$-109,215

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,584,023
Total Revenue per Audited Statements
$1,584,023
Total Revenue per Form 990
$1,584,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,054,500
Other Expenses$574,753
Grants and Similar Amounts Paid$63,985
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$725,031$66,690-$791,721
Conferences and Meetings$139,893$977-$140,870
Other Employee Benefits$100,172$11,020-$111,192
Current Officers, Directors, Trustees, and Key Employees$77,026$7,085-$84,111
Occupancy$49,260$18,835-$68,095
Payroll Taxes$60,788$6,688-$67,476
Grants to Domestic Individuals$63,985--$63,985
Fees for Services Other$48,610$15,067-$63,677
Office Expenses$52,780$7,445-$60,225
Information Technology$39,100$12,119-$51,219
Fees for Services Accounting$22,377$6,936-$29,313
Travel$26,864$1,850-$28,714
Other Expenses$4,114$690-$4,804
All Other Expenses$3,181$1,458-$4,639
Depreciation Depletion-$1,359-$1,359
Total Functional Expenses$1,520,868$172,370$0$1,693,238

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,693,238
Total Expenses per Audited Statements$1,693,238
Total Expenses per Form 990$1,693,238
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$194,118
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
No

Governance Explanations

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
Address
700 E JEFFERSON STREET 100, PHOENIX, AZ 85034

Signing Officer

Name
Debbie Mccune Davis
Title
Executive Director
Signed
2020-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debbie Mccune Davis
Formed
2012
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
3

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

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 tapis 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.

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IRS990/ProgSrvcAccomActy2Grp/Desc0COALITION BUILDING: SINCE 1992 TAPI HAS DEVELOPED AND MAINTAINED A COMMUNITY COALITION OF IMMUNIZATION STAKEHOLDERS AND DEVELOPED 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 OF STATE, COUNTY AND LOCAL PUBLIC HEALTH PARTNERS, ALONG WITH PRIVATE SECTOR INSURERS, PRIVATE PHYSICIANS, PROFESSIONAL ORGANIZATIONS AND COMMUNITY ADVOCATES HAVE RAISED ARIZONAS IMMUNIZATION COVERAGE LEVELS TO MEET OR EXCEED NATIONALS STANDARDS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY 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 TAPIS 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY 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 TAPIS 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2EACH 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/ExplanationTxt3A CONSULTANT WAS HIRED TO DO A SALARY SURVEY OF COMPARABLE POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING 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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
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