Civic Intelligence

Axisplus Benefits

990 • Fiscal year 2024 • EIN 45-5355937

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 30, 2025

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

0.69x

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

2024 filings • 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.

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

Net Margin

49th percentile

6.2%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

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

Asset Growth

49th percentile

4.0%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

42nd percentile

3.3%

Faster revenue growth than 42% of similar nonprofits.

2024 filings • 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

Net Assets

Up

$265,697

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

Liabilities

Up

$599,174

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

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin49th 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

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2024

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

Operations Trend

Revenue Growth42nd 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

2024

Revenue$224,270
Expenses$210,396
Net Income$13,874
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2025
Return Version
2023v6.0
Gross Receipts
$224,270
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$69,983$129,046▲ $59,063
Cash and Non-Interest-Bearing Accounts$75,668$122,409▲ $46,741
Pledges and Grants Receivable$58,578$72,510▲ $13,932
Prepaid Expenses and Deferred Charges$14,153$14,242▲ $89
Total Assets$831,789$864,871▲ $33,082
Other Assets Total$613,407$526,664▼ $86,743
Liabilities
Escrow Account Liability$571,985$599,174▲ $27,189
Accounts Payable and Accrued Expenses$7,775--
Other Liabilities$206--
Total Liabilities$579,966$599,174▲ $19,208
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$251,823$265,697▲ $13,874
Total Net Assets Fund Balance$251,823$265,697▲ $13,874
Total Liabilities and Net Assets / Fund Balance$831,789$864,871▲ $33,082

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$526,664--
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$15,000
Program Service Revenue
$180,741
Investment Income
$17,128
Other Revenue
$11,401
All Other Contributions
$15,000
Change in Net Assets
$13,874

Audited Revenue Reconciliation

Revenue per Audited Statements
$224,270
Revenue Not Reported on Form 990
$481,521
Total Revenue per Audited Statements
$705,791
Total Revenue per Form 990
$224,270
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$210,396
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$74,992--$74,992
Advertising$50,000--$50,000
Fees for Services Accounting-$21,500-$21,500
Insurance$15,760--$15,760
All Other Expenses$15,057--$15,057
Other Expenses$15,000--$15,000
Travel$11,360--$11,360
Fees for Services Legal$6,270--$6,270
Conferences and Meetings-$457-$457
Total Functional Expenses$188,439$21,957$0$210,396

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$691,917
Expenses Not Reported on Form 990$481,521
Expenses per Audited Statements$210,396
Total Expenses per Form 990$210,396
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
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
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Stowell
Formed
2011
Legal Domicile
Ut
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

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

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 4, Part XIII

“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 organization's tax returns remain open to examination for three years from the date of filing.”

Raw XML Appendix321 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.

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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 ORGANIZATION'S 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 4, PART XIII
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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.
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IRS990/TotalLiabilitiesGrp/BOYAmt0579966
IRS990/TotalLiabilitiesGrp/EOYAmt0599174
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0251823
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0265697
IRS990/TotalProgramServiceExpensesAmt0188439
IRS990/TotalProgramServiceRevenueAmt0180741
IRS990/TotalRevenueGrp/ExclusionAmt017128
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0192142
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0224270
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0831789
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0864871
IRS990/TravelGrp/ProgramServicesAmt011360
IRS990/TravelGrp/TotalAmt011360
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0860 EAST 9085 SOUTH
IRS990/USAddress/CityNm0SANDY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084094
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0MYAXISPLUS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD STOWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC. DIRECTOR & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08778722125
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
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 STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH JORDAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840955123
ReturnHeader/PreparerPersonGrp/PhoneNum08013131900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD SCORESBY CPA
ReturnHeader/ReturnTs02025-05-01T13:17:07-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

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
2024Detailed filing. Detailed filing data is available for this year.$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