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Axisplus Benefits FY2023 filing

Not tax-deductible

Sandy, UT501(c)(4)Since 2011Public & Societal BenefitEIN 45-5355937Revenue $217K in FY2023

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.

85¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

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FY2023 · 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
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Looks good: 4.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$580K
70% of total assets
Worth a look: liabilities are 70% of assets; over 65%.
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
$217K
+53% vs prior year
Spent
$191K
To programs
85%
Net assets
$252K
By yearFY2022–FY2025
Revenue
$217K
FY2023▲ +53%
Tap a bar for its year
Revenue by fiscal year
FY2022$142K
FY2023$217K
FY2024$224K
FY2025$216K
Expenses
$191K
FY2023▲ +92%
Tap a bar for its year
Expenses by fiscal year
FY2022$99K
FY2023$191K
FY2024$210K
FY2025$211K
Net assets
$252K
FY2023▲ +12%
Tap a bar for its year
Net assets by fiscal year
FY2022$225K
FY2023$252K
FY2024$266K
FY2025$270K

From the FY2023 Form 990 (year ending June 2023) · see the original

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You’re viewing the FY2023 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

85 cents of each dollar spent went to programs.

Program services 85% · $162K Management & general 15% · $29K

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 (FY2022); the FY2023 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 · $162K · in their own filed words · FY2022
01

Provided low-cost flexible savings account (fsa) benefits to local governments and school districts.

$162Kprogram expense

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$217K
Ln 12
Fees for servicesLn 2g$189K
Gifts and grantsLn 1h$15K
Investment incomeLn 3$13K
Money outPt IX
$191K
Ln 25
Programscol B$162K
Managementcol C$29K
Owns and owesPt X
$252K
net assets · Ln 32
Cash and savingsLn 1–2$76K
Total assetsLn 16$832K
LiabilitiesLn 26$580K
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$15K
Fees for servicesLn 2g$189K
Investment incomeLn 3$13K
Total revenueLn 12$217K
Assets in detailPt X, end of year
CashLn 1$76K
Cash and savings togetherLn 1–2$76K
Other assetsLn 15$613K
Total assetsLn 16$832K
LiabilitiesLn 26$580K
Net assetsLn 32$252K
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 FY23End FY23
Cash and savingsLn 1–2$85K$76K
Total assetsLn 16$1.6M$832K
LiabilitiesLn 26$1.4M$580K
Net assetsLn 32$225K$252K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$3K$3K
Accounting feesLn 11c$28K$28K
Other fees for servicesLn 11g$35K$35K
Office expensesLn 13$75K$75K
TravelLn 17$3K$3K
Conferences, conventions and meetingsLn 19$1K$1K
InsuranceLn 23$16K$16K
Other expenses (24a–d)Ln 24$20K$20K
All other expensesLn 24e$11K$11K
Total functional expensesLn 25$191K$162K$29K$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 Viewing $217K$191K$26K$252K 990 PDF
FY2022 $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 FY2023 990 (6 parts)
Part I · Summary $217,154 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,500$15,000
I-9 Program service revenuePrior year $133,696$189,104
I-10 Investment incomePrior year $485$13,050
I-11 Other revenuePrior year $25$0
I-12 Total revenuePrior year $141,706$217,154
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 expensesPrior year $99,082$190,672
I-18 Total expensesPrior year $99,082$190,672
I-19 Revenue less expensesPrior year $42,624$26,482
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 $217,154 across 5 lines filed
VIII-1f All other contributions, gifts and grants$15,000
VIII-1h Total contributions, gifts and grants$15,000
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $189,104$189,104
VIII-3 Investment incomeExcluded from tax $13,050$13,050
VIII-12 Total revenueRelated to mission $189,104 · Excluded from tax $13,050$217,154
Part IX · Statement of functional expenses $190,672 across 9 lines filed
IX-11b Legal feesPrograms $2,544$2,544
IX-11c Accounting feesManagement $27,500$27,500
IX-11g Other fees for servicesPrograms $34,775$34,775
IX-13 Office expensesPrograms $75,075$75,075
IX-17 TravelPrograms $2,857$2,857
IX-19 Conferences, conventions and meetingsManagement $1,328$1,328
IX-23 InsurancePrograms $15,569$15,569
IX-24 Other expenses (24a–d)Programs $20,006$20,006
IX-24e All other expensesPrograms $11,018$11,018
IX-25 Total functional expensesPrograms $161,844 · Management $28,828 · Fundraising $0$190,672
Part X · Balance sheet $831,789 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $84,536$75,668
X-3 Pledges and grants receivableStart of year $55,583$58,578
X-4 Accounts receivableStart of year $75,470$69,983
X-9 Prepaid expenses and deferred chargesStart of year $14,154$14,153
X-15 Other assetsStart of year $1,360,847$613,407
X-16 Total assetsStart of year $1,590,590$831,789
X-17 Accounts payable and accrued expensesStart of year $3,025$7,775
X-25 Other liabilities$206
X-26 Total liabilitiesStart of year $1,365,249$579,966
X-27 Net assets without donor restrictionsStart of year $225,341$251,823
X-32 Total net assets or fund balancesStart of year $225,341$251,823
X-33 Total liabilities and net assetsStart of year $1,590,590$831,789
Part XI · Reconciliation of net assets $251,823 net assets at year end
XI-1 Total revenue$217,154
XI-2 Total expenses$190,672
XI-3 Revenue less expenses$26,482
XI-4 Net assets at start of year$225,341
XI-10 Net assets at end of year$251,823

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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