Civic Intelligence

Axisplus Benefits

990 • Fiscal year 2023 • EIN 45-5355937

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 20, 2024

Organization ProfileMYAXISPLUS.COM
860 East 9085 SouthSandy, UT 84094

(801) 566-1207

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.70x

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

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

96th percentile

2.67x

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

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Net Margin

58th percentile

12%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2023 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2023

Asset Growth

3rd percentile

-48%

Faster asset growth than 3% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

53%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$831,789

Down $758,801 (-48%) from 2022

Net Assets

Up

$251,823

Up $26,482 (+12%) from 2022

Liabilities

Down

$579,966

Down $785,283 (-58%) from 2022

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin58th percentile

Revenue

Up

$217,154

Up $75,448 (+53%) from 2022

Expenses

Up

$190,672

Up $91,590 (+92%) from 2022

Net Income

Down

$26,482

Down $16,142 (-38%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

2023

Assets$831,789
Liabilities$579,966
Net Assets$251,823
Open 2023 Filing

Operations Trend

Revenue Growth85th percentile

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

2023

Revenue$217,154
Expenses$190,672
Net Income$26,482
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 20, 2024
Return Version
2022v5.0
Gross Receipts
$217,154
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$84,536$75,668▼ $8,868
Accounts Receivable$75,470$69,983▼ $5,487
Pledges and Grants Receivable$55,583$58,578▲ $2,995
Prepaid Expenses and Deferred Charges$14,154$14,153▼ $1
Total Assets$1,590,590$831,789▼ $758,801
Other Assets Total$1,360,847$613,407▼ $747,440
Liabilities
Escrow Account Liability$1,362,224$571,985▼ $790,239
Accounts Payable and Accrued Expenses$3,025$7,775▲ $4,750
Other Liabilities-$206-
Total Liabilities$1,365,249$579,966▼ $785,283
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$225,341$251,823▲ $26,482
Total Net Assets Fund Balance$225,341$251,823▲ $26,482
Total Liabilities and Net Assets / Fund Balance$1,590,590$831,789▼ $758,801

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$13,000$13,000
Leasehold Improvements-$12,750$12,750
Equipment-$12,205$12,205
Other Assets Org$613,407--
Compensation and Service Providers
Top Officer Pay71st 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
$15,000
Program Service Revenue
$189,104
Investment Income
$13,050
Other Revenue
$0
All Other Contributions
$15,000
Change in Net Assets
$26,482

Audited Revenue Reconciliation

Revenue per Audited Statements
$217,154
Revenue Not Reported on Form 990
$470,986
Total Revenue per Audited Statements
$688,140
Total Revenue per Form 990
$217,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$190,672
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$75,075--$75,075
Fees for Services Other$34,775--$34,775
Fees for Services Accounting-$27,500-$27,500
Insurance$15,569--$15,569
All Other Expenses$11,018--$11,018
Travel$2,857--$2,857
Fees for Services Legal$2,544--$2,544
Conferences and Meetings-$1,328-$1,328
Other Expenses$442--$442
Total Functional Expenses$161,844$28,828$0$190,672

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$661,658
Expenses Not Reported on Form 990$470,986
Expenses per Audited Statements$190,672
Total Expenses per Form 990$190,672
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Income Taxes Payable$206
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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
Phone
8015661207
Address
860 EAST 9085 SOUTH, SANDY, UT 84094

Signing Officer

Name
Richard Stowell
Title
Exec. Director & CEO
Phone
8778722125
Signed
2024-02-20
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 34,775 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 prescribes 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 organizations tax returns remain 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/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 PRESCRIBES 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 ORGANIZATIONS TAX RETURNS REMAIN 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.
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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/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01590590
IRS990/TotalAssetsEOYAmt0831789
IRS990/TotalAssetsGrp/BOYAmt01590590
IRS990/TotalAssetsGrp/EOYAmt0831789
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt015000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028828
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0161844
IRS990/TotalFunctionalExpensesGrp/TotalAmt0190672
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01365249
IRS990/TotalLiabilitiesEOYAmt0579966
IRS990/TotalLiabilitiesGrp/BOYAmt01365249
IRS990/TotalLiabilitiesGrp/EOYAmt0579966
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0225341
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0251823
IRS990/TotalProgramServiceExpensesAmt0161844
IRS990/TotalProgramServiceRevenueAmt0189104
IRS990/TotalRevenueGrp/ExclusionAmt013050
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0189104
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0217154
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01590590
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0831789
IRS990/TravelGrp/ProgramServicesAmt02857
IRS990/TravelGrp/TotalAmt02857
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0860 EAST 9085 SOUTH
IRS990/USAddress/CityNm0SANDY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084094
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/SignatureDt02024-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AXISPLUS BENEFITS
ReturnHeader/Filer/BusinessNameControlTxt0AXIS
ReturnHeader/Filer/EIN0455355937
ReturnHeader/Filer/PhoneNum08015661207
ReturnHeader/Filer/USAddress/AddressLine1Txt0860 EAST 9085 SOUTH
ReturnHeader/Filer/USAddress/CityNm0SANDY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084094
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD SCORESBY CPA
ReturnHeader/ReturnTs02024-02-20T18:03:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOWELL
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$831,789
Liabilities
$579,966
Net assets
$251,823
Revenue
$217,154
Expenses
$190,672
Net income
$26,482
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
2023Detailed filing. Detailed filing data is available for this year.$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