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Axisplus Benefits FY2022 filing

Not tax-deductible

Sandy, UT501(c)(4)Since 2011Public & Societal BenefitEIN 45-5355937Revenue $142K in FY2022

On file with the IRSmyaxisplus.com860 E 9085 S, 84094-3064 · Sandy, UTTax-exempt since Jun 2022

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

92¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

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FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $22K a year · 11% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Looks good: 10.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.4M
86% of total assets
Concern: liabilities are 86% of assets; over 80%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$142K
Spent
$99K
To programs
92%
Net assets
$225K
By yearFY2022–FY2025
Revenue
$142K
FY2022
Tap a bar for its year
Revenue by fiscal year
FY2022$142K
FY2023$217K
FY2024$224K
FY2025$216K
Expenses
$99K
FY2022
Tap a bar for its year
Expenses by fiscal year
FY2022$99K
FY2023$191K
FY2024$210K
FY2025$211K
Net assets
$225K
FY2022
Tap a bar for its year
Net assets by fiscal year
FY2022$225K
FY2023$252K
FY2024$266K
FY2025$270K

From the FY2022 Form 990 (year ending June 2022) · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $91K Management & general 8% · $8K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Rick Ainge
Board Member
$0Pt VII · Sec A
Keith Griffiths
Board Member
$0Pt VII · Sec A
Barbara Smith
President
$0Pt VII · Sec A
Rex Smith
Secretary/Tr
$0Pt VII · Sec A
Jodee Sundberg
Vice Preside
$0Pt VII · Sec A
Richard Stowell
Exec. Direct
$0Pt VII · Sec A
See Axisplus Benefits executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers affordable benefit plans for schools and their staff.

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Provided by the organization

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1 program · $91K · in their own filed words · FY2021
01

Staff attended multiple enrollment meetings to explain the benefits of hsa and fsas and then administering the fsa and hsa plans for educational institutions.

$91Kprogram expense

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$142K
Ln 12
Fees for servicesLn 2g$134K
Gifts and grantsLn 1h$8K
Investment incomeLn 3$485
Money outPt IX
$99K
Ln 25
Programscol B$91K
Managementcol C$8K
Owns and owesPt X
$225K
net assets · Ln 32
Cash and savingsLn 1–2$85K
Total assetsLn 16$1.6M
LiabilitiesLn 26$1.4M
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8K
Noncash giftsLn 1g$8K
Fees for servicesLn 2g$134K
Investment incomeLn 3$485
Other incomeLn 4–11$25
Total revenueLn 12$142K
Assets in detailPt X, end of year
CashLn 1$85K
Cash and savings togetherLn 1–2$85K
Other assetsLn 15$1.4M
Total assetsLn 16$1.6M
LiabilitiesLn 26$1.4M
Net assetsLn 32$225K
OperationsPt I, VI
EmployeesI 50
VolunteersI 64
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$30K$85K
Total assetsLn 16$1.1M$1.6M
LiabilitiesLn 26$940K$1.4M
Net assetsLn 32$180K$225K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$7K$7K
Other fees for servicesLn 11g$18K$18K
Office expensesLn 13$35K$35K
Conferences, conventions and meetingsLn 19$502$502
Depreciation, depletion and amortizationLn 22$291$291
InsuranceLn 23$16K$16K
Other expenses (24a–d)Ln 24$21K$21K
Total functional expensesLn 25$99K$91K$8K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $216K$211K$5K$270K 990 PDF
FY2024 $224K$210K$14K$266K 990 PDF
FY2023 $217K$191K$26K$252K 990 PDF
FY2022 Viewing $142K$99K$43K$225K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $141,706 revenue, 12 lines filed
I-8 Contributions and grants$7,500
I-9 Program service revenue$133,696
I-10 Investment income$485
I-11 Other revenue$25
I-12 Total revenue$141,706
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expenses$99,082
I-18 Total expenses$99,082
I-19 Revenue less expenses$42,624
Part VI · Governance 5 of 5 board members independent, 3 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $141,706 across 7 lines filed
VIII-1f All other contributions, gifts and grants$7,500
VIII-1g Noncash contributions (included above)$7,500
VIII-1h Total contributions, gifts and grants$7,500
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $133,696$133,696
VIII-3 Investment incomeExcluded from tax $485$485
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $25$25
VIII-12 Total revenueRelated to mission $133,721 · Excluded from tax $485$141,706
Part IX · Statement of functional expenses $99,082 across 8 lines filed
IX-11b Legal feesPrograms $2,233$2,233
IX-11c Accounting feesManagement $7,356$7,356
IX-11g Other fees for servicesPrograms $17,813$17,813
IX-13 Office expensesPrograms $34,654$34,654
IX-19 Conferences, conventions and meetingsManagement $502$502
IX-22 Depreciation, depletion and amortizationManagement $291$291
IX-23 InsurancePrograms $15,519$15,519
IX-24 Other expenses (24a–d)Programs $20,714$20,714
IX-25 Total functional expensesPrograms $90,933 · Management $8,149 · Fundraising $0$99,082
Part X · Balance sheet $1,590,590 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $30,360$84,536
X-3 Pledges and grants receivableStart of year $99,241$55,583
X-4 Accounts receivableStart of year −$30,641$75,470
X-9 Prepaid expenses and deferred chargesStart of year $13,922$14,154
X-15 Other assetsStart of year $1,007,599$1,360,847
X-16 Total assetsStart of year $1,120,772$1,590,590
X-17 Accounts payable and accrued expensesStart of year $50,000$3,025
X-26 Total liabilitiesStart of year $940,430$1,365,249
X-27 Net assets without donor restrictionsStart of year $180,342$225,341
X-32 Total net assets or fund balancesStart of year $180,342$225,341
X-33 Total liabilities and net assetsStart of year $1,120,772$1,590,590
Part XI · Reconciliation of net assets $225,341 net assets at year end
XI-1 Total revenue$141,706
XI-2 Total expenses$99,082
XI-3 Revenue less expenses$42,624
XI-4 Net assets at start of year$180,342
XI-8 Prior period adjustments$2,375
XI-10 Net assets at end of year$225,341

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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