Civic Intelligence

Axisplus Benefits

990 • Fiscal year 2022 • EIN 45-5355937

Nov 23, 2021 to Jun 30, 2022 • Filed on May 10, 2023

Organization ProfileMYAXISPLUS.COM
860 East 9085 SouthSandy, UT 84094

(877) 872-2125

Siviq Scores

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

Liabilities / Assets

94th percentile

0.86x

Higher debt load relative to assets than 94% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

9.63x

Higher debt load relative to revenue than 98% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Net Margin

77th percentile

30%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets94th percentile

Assets

$1,590,590

No earlier filing loaded for comparison.

Net Assets

$225,341

No earlier filing loaded for comparison.

Liabilities

$1,365,249

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin77th percentile

Revenue

$141,706

No earlier filing loaded for comparison.

Expenses

$99,082

No earlier filing loaded for comparison.

Net Income

$42,624

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2022

Assets$1,590,590
Liabilities$1,365,249
Net Assets$225,341
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue$141,706
Expenses$99,082
Net Income$42,624
Open 2022 Filing
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 Pay61st 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.”

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

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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICTS OF INTEREST MUST BE REPORTED TO THE BOARD OF DIRECTORS.
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01120772
IRS990/TotalAssetsEOYAmt01590590
IRS990/TotalAssetsGrp/BOYAmt01120772
IRS990/TotalAssetsGrp/EOYAmt01590590
IRS990/TotalCompGreaterThan150KInd0false
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,590,590
Liabilities
$1,365,249
Net assets
$225,341
Revenue
$141,706
Expenses
$99,082
Net income
$42,624
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
2022Detailed filing. Detailed filing data is available for this year.$1.59$1.37$0.23$0.14$0.10$0.04
Peer Organizations

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