Civic Intelligence

Axisplus Benefits

EIN 45-5355937 • 501(c)4 • Sandy, UT

Profile

To provide cost-effective benefit plan services to educational institutions and their employees.

860 East 9085 SouthSandy, UT 84094

myaxisplus.com

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.69x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

2.67x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Net Margin

50th percentile

6.2%

Higher net margin than 50% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Asset Growth

51st percentile

4.0%

Faster asset growth than 51% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

3.3%

Faster revenue growth than 45% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$864,871

Up $33,082 (+4.0%) from 2023

Liabilities

Up

$599,174

Up $19,208 (+3.3%) from 2023

Net Assets

Up

$265,697

Up $13,874 (+5.5%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin50th percentile

Revenue

Up

$224,270

Up $7,116 (+3.3%) from 2023

Expenses

Up

$210,396

Up $19,724 (+10%) from 2023

Net Income

Down

$13,874

Down $12,608 (-48%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2022: $1,590,590Liabilities 2022: $1,365,249Net Assets 2022: $225,3412022Assets 2023: $831,789Liabilities 2023: $579,966Net Assets 2023: $251,8232023Assets 2024: $864,871Liabilities 2024: $599,174Net Assets 2024: $265,6972024

Highlighted filing

2024

Assets$864,871
Liabilities$599,174
Net Assets$265,697
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$300K$200K$100K$0Revenue 2022: $141,706Expenses 2022: $99,082Net Income 2022: $42,6242022Revenue 2023: $217,154Expenses 2023: $190,672Net Income 2023: $26,4822023Revenue 2024: $224,270Expenses 2024: $210,396Net Income 2024: $13,8742024

Highlighted filing

2024

Revenue$224,270
Expenses$210,396
Net Income$13,874
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$864,871
Liabilities
$599,174
Net assets
$265,697
Revenue
$224,270
Expenses
$210,396
Net income
$13,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.60$0.27$0.22$0.21$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.58$0.25$0.22$0.19$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$1.37$0.23$0.14$0.10$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Nov 23, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.0
Gross Receipts
$141,706
Mission and Program Overview

Mission

To provide cost-effective benefit plan services to educational institutions and their employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$30,360$84,536▲ $54,176
Accounts Receivable$-30,641$75,470▲ $106,111
Pledges and Grants Receivable$99,241$55,583▼ $43,658
Prepaid Expenses and Deferred Charges$13,922$14,154▲ $232
Land, Buildings, and Equipment, Net$291--
Total Assets$1,120,772$1,590,590▲ $469,818
Other Assets Total$1,007,599$1,360,847▲ $353,248
Liabilities
Escrow Account Liability$897,892$1,362,224▲ $464,332
Accounts Payable and Accrued Expenses$50,000$3,025▼ $46,975
Other Liabilities$-7,462--
Total Liabilities$940,430$1,365,249▲ $424,819
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$180,342$225,341▲ $44,999
Total Net Assets Fund Balance$180,342$225,341▲ $44,999
Total Liabilities and Net Assets / Fund Balance$1,120,772$1,590,590▲ $469,818

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$37,955$37,955
Other Assets Org$4,206--
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Barbara SmithPresident
Keith GriffithsBoard Member
Rick AingeBoard Member
Richard StowellExec. Direct
Rex SmithSecretary/tr
Jodee SundbergVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$7,500
Program Service Revenue
$133,696
Investment Income
$485
Other Revenue
$25
All Other Contributions
$7,500
Change in Net Assets
$42,624

Audited Revenue Reconciliation

Revenue per Audited Statements
$141,706
Revenue Not Reported on Form 990
$381,850
Total Revenue per Audited Statements
$523,556
Total Revenue per Form 990
$141,706
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,082
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$34,654--$34,654
Fees for Services Other$17,813--$17,813
Insurance$15,519--$15,519
Fees for Services Accounting-$7,356-$7,356
Fees for Services Legal$2,233--$2,233
Conferences and Meetings-$502-$502
Depreciation Depletion-$291-$291
Other Expenses$157--$157
Total Functional Expenses$90,933$8,149$0$99,082

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$480,932
Expenses Not Reported on Form 990$381,850
Expenses per Audited Statements$99,082
Total Expenses per Form 990$99,082
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
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
No
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

“Each member of the board of director's will be given a copy of form 990 to review prior to the form being filed with the irs.”

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

“Conflicts of interest must be reported to the board of directors.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Axisplus Benefits
EIN
45-5355937
Address
860 EAST 9085 SOUTH, SANDY, UT 84094

Signing Officer

Name
Richard Stowell
Title
Exec. Director & CEO
Phone
8778722125
Signed
2023-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Stowell
Formed
2011
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Larson & Company Pc
Address
11240 S RIVER HEIGHTS DR SUITE 300, SOUTH JORDAN, UT 84095-5123
Preparer
Richard Scoresby CPA
Phone
8013131900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“OTHER FEES 17,813 0 0”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The organization receives funds from outside parties related to the funding of fsa and hsa account balances from plan participants. These amounts are shown on the statement of financial position as an asset, cash in trust. A corresponding funds held in trust liability is also recorded on the statement of financial position of the organization.”

Schedule D, Page 3, Part X

“The organization accounts for uncertain tax positions in accordance with the accounting for uncertain tax positions topic of the financial accounting standards board ("fasb") accounting standards codification ("asc"). The topic prescibes a recognition threshold and measurement process for financial statement recognition of uncertain tax positions taken or expected to be taken in a tax return. The topic also provides guidance on recognition, de-recognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. Management believes there are no uncertain tax positions taken by the organization in the tax returns which have been filed with the irs. Generally, the organization's tax return remains open to examination for three years from the date of filing.”

Raw XML Appendix339 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum08778722125
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IRS990/Desc0STAFF ATTENDED MULTIPLE ENROLLMENT MEETINGS TO EXPLAIN THE BENEFITS OF HSA AND FSAS AND THEN ADMINISTERING THE FSA AND HSA PLANS FOR EDUCATIONAL INSTITUTIONS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXEC. DIRECT
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEIVES FUNDS FROM OUTSIDE PARTIES RELATED TO THE FUNDING OF FSA AND HSA ACCOUNT BALANCES FROM PLAN PARTICIPANTS. THESE AMOUNTS ARE SHOWN ON THE STATEMENT OF FINANCIAL POSITION AS AN ASSET, CASH IN TRUST. A CORRESPONDING FUNDS HELD IN TRUST LIABILITY IS ALSO RECORDED ON THE STATEMENT OF FINANCIAL POSITION OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE ACCOUNTING FOR UNCERTAIN TAX POSITIONS TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC"). THE TOPIC PRESCIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN BY THE ORGANIZATION IN THE TAX RETURNS WHICH HAVE BEEN FILED WITH THE IRS. GENERALLY, THE ORGANIZATION'S TAX RETURN REMAINS OPEN TO EXAMINATION FOR THREE YEARS FROM THE DATE OF FILING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH MEMBER OF THE BOARD OF DIRECTOR'S WILL BE GIVEN A COPY OF FORM 990 TO REVIEW PRIOR TO THE FORM BEING FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICTS OF INTEREST MUST BE REPORTED TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER FEES 17,813 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/TotalContributionsAmt07500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08149
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090933
IRS990/TotalFunctionalExpensesGrp/TotalAmt099082
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0940430
IRS990/TotalLiabilitiesEOYAmt01365249
IRS990/TotalLiabilitiesGrp/BOYAmt0940430
IRS990/TotalLiabilitiesGrp/EOYAmt01365249
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0180342
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0225341
IRS990/TotalProgramServiceExpensesAmt090933
IRS990/TotalProgramServiceRevenueAmt0133696
IRS990/TotalRevenueGrp/ExclusionAmt0485
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0133721
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141706
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01120772
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01590590
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0860 E 9805 S
IRS990/USAddress/CityNm0SANDY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084093
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0MYAXISPLUS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD STOWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC. DIRECTOR & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08778722125
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AXISPLUS BENEFITS
ReturnHeader/Filer/BusinessNameControlTxt0AXIS
ReturnHeader/Filer/EIN0455355937
ReturnHeader/Filer/USAddress/AddressLine1Txt0860 EAST 9085 SOUTH
ReturnHeader/Filer/USAddress/CityNm0SANDY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084094
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870516083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011240 S RIVER HEIGHTS DR SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH JORDAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840955123
ReturnHeader/PreparerPersonGrp/PhoneNum08013131900
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD SCORESBY CPA
ReturnHeader/ReturnTs02023-05-10T11:45:45-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOWELL
ReturnHeader/TaxPeriodBeginDt02021-11-23
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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