The Immunization Partnership EIN 76-0695612 Form 990 (PDF) Claim this org

The Immunization Partnership FY2023 filing

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Connects, educates, and advocates for Texans to prevent disease through vaccines. For fiscal year 2023 it reported $1.3M in revenue, $1.5M in expenses, and $1.3M in net assets.Pt I

Type
Public charity (501(c)(3)) · Health Care
Location
Houston, TX
Website
www.immunizeusa.org
Filings
5 on file (2020–2023)
Revenue
$1.3MFY2023
Expenses
$1.5M
Net assets
$1.3M
People
20
Filings
5
Updates
0
More identity details & actions ⌄
EIN  76-0695612 Public charity (501(c)(3)) Houston, TX
Form 990 (PDF)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →
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Size
$1–10M
What they do
Connects, educates, and advocates for Texans to prevent disease through vaccines.
Leadership
Terri Burke · Executive Director · $161K
Money in and out
$1.3M revenue, $1.5M expenses
Bottom line
62% program efficiency
Where the money goes · FY2023
Total revenue
$1.3M
Pt VIII · Ln 12
Total expenses
$1.5M
Pt IX · Ln 25
Net assets
$1.3M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$202K
Where spending went · Part IX cols B–D
Program services $0.62 Management & general $0.14 Fundraising $0.24
Program efficiency
62%
of spending reaches programs
Operating runway
7.5mo
months of highly liquid reserves at operating expense rate
Surplus margin
-16%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$1.3M
FY2023▲ +51%
Expenses
$1.5M
FY2023▲ +17%
Total assets
$1.3M
FY2023▼ -10%
Total liabilities
$85K
FY2023▼ -2%
Total revenue
$1.3M
Pt VIII · Ln 12
Total expenses
$1.5M
Pt IX · Ln 25
Net assets
$1.3M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$202K
Total assetsPt X · Ln 16$1.3M
Program-expense ratioPt IX · col B62%
Voting members of governing bodyPt I · Ln 318
Independent voting membersPt I · Ln 418
Mission & Programs · Part III

Where the work happens

3 program services account for $924K of program spending, described in the organization's own filed words · FY2022.
01

Educational Outreach

Tip partners with institutions, associations, and community organizations to provide educational and coalition building resources.

$406Kprogram expense
02

Advocacy Highlight

Tip educates lawmakers about the impact and consequences to public health regarding vaccine legislation. Tip provides vital expertise and perspectives to state government decision-makers to craft improved laws and policies.

$344Kprogram expense
03

Tip partners with academic institutions and medical professionals to research the impact of public policy on immunizations, and to review the latest vaccine information to offer solution-based strategies.

$174Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CThe Immunization Partnership
EINHdr · item D76-0695612
Principal addressHdr · item CHouston, TX
WebsiteHdr · item Jwww.immunizeusa.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MTX
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHealth Care (E60)
Ruling yearIRS BMFFeb 2002

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a18
Independent voting membersPt VI · Ln 1b18
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director
$160,971Pt VII · Sec A
Chief Strategy Officer
$114,311Pt VII · Sec A
Chief Operating Officer
$112,657Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Finance Chair
$0Pt VII · Sec A
Strategic Oversight Chair
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Terri Burke’s $161K as Executive Director is at the 58th percentile of top reported officer pay among 3117 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Allison Winnike Jd$65,409$166,646$162,152
Terri Burke$160,971$15,160
Rekha Lakshmanan$114,311
Hill Powell Jd$112,657$113,268$98,275$101,000
Ashtyn Hooper$112,477$109,412$106,161

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$1.3M · 99%
Investment income$32K · 3%
Contributions & grants99%$1.3M
Investment income3%$32K
— government grantsLn 1e$123K
Total revenueLn 12$1.3M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.62 Management & general $0.14 Fundraising $0.24
Program services62%$924K
Management & general14%$204K
Fundraising24%$360K
Total functional expensesLn 25$1.5M

Balance Sheet

Part X · end of year
CashLn 1$924K
Total assetsLn 16$1.3M
Total liabilitiesLn 26$85K
Total net assetsLn 32$1.3M
Months of cash on handcomputed7.5

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $924K · Operating expenses/yr $1.5M
7.5 months
Where the money goes
Program services
Program services $924K · Total expenses $1.5M
62%
Management & General
Management & general $204K · Total expenses $1.5M
14%
Fundraising
Fundraising $360K · Total expenses $1.5M
24%
Cost to raise $1
Fundraising expense (3-yr avg) $299K · Solicited contributions (3-yr avg) $1.1M
$0.27 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $1.3M · Total revenue $1.3M
99%
Government reliance
Government grants $123K · Total revenue $1.3M
10%
Earned-income share
Program service revenue $0 · Total revenue $1.3M
0%
Investment reliance
Investment income $32K · Total revenue $1.3M
+3%
Program self-sufficiency
Program service revenue $0 · Total expenses $1.5M
0%
Growth & trend
Revenue growth (YoY)
This year $1.3M · Prior year $850K
+51%
Net-asset trend (YoY)
End of year $1.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $1.3M · Expenses $1.5M
-16%
Liabilities-to-Assets
Total liabilities — · Total assets $1.3M
Net-asset ratio
Net assets $1.3M · Total assets $1.3M
94%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $1.3M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Terri Burke · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $161K · Total expenses $1.5M
11%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $968K · Total expenses $1.5M
65%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 62%
Overhead ratio 14%
Fundraising cost ratio 28%
Revenue growth 51%
Accounting fee ratio 2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 7 funders →
Grants paid · 2 grants · $35K · 2019–2021
Texas ImpactTX · FY2021$15,000
Rice University's Baker Institute for Public PolicyFY2019$20,000

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$1.1M revenue · ⤓ 990 PDF
FY2023$1.3M revenue · viewing · ⤓ 990 PDF
FY2022$850K revenue · ⤓ 990 PDF
FY2021$1.5M revenue · ⤓ 990 PDF
FY2020$1.8M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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