Axisplus Benefits
- Assets
- $831.8k
- Revenue
- $217.2k
- Investments
- $0.0
- Employees
- 0
- Location
- Sandy, UT
- Founding
- Data as of
- 06/2023
- EIN
- 45-5355937
Organization Overview
Axisplus Benefits is located in Sandy, UT. According to its NTEE Classification (W99) the organization is classified as: Public & Societal Benefit N.E.C., under the broad grouping of Public & Societal Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Axisplus Benefits is a 501(c)(4) and as such, is described as a "Civic League, Social Welfare Organization, and Local Association of Employees" by the IRS.
For the year ending 06/2023, Axisplus Benefits generated $217.2k in total revenue. This organization has experienced exceptional growth, as over the past 2 years, it has increased revenue by an average of 23.8% each year . All expenses for the organization totaled $190.7k during the year ending 06/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE COST-EFFECTIVE BENEFIT PLAN SERVICES TO EDUCATIONAL INSTITUTIONS AND THEIR EMPLOYEES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDED LOW-COST FLEXIBLE SAVINGS ACCOUNT (FSA) BENEFITS TO LOCAL GOVERNMENTS AND SCHOOL DISTRICTS.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rick Ainge Board Member | Trustee | 1 | $0 |
Keith Griffiths Board Member | Trustee | 1 | $0 |
Barbara Smith President | OfficerTrustee | 1 | $0 |
Rex Smith Secretary/tr | OfficerTrustee | 1 | $0 |
Jodee Sundberg Vice Preside | OfficerTrustee | 1 | $0 |
Richard Stowell Exec. Direct | Officer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $15,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $15,000 |
| Total Program Service Revenue | $189,104 |
| Investment income | $13,050 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $217,154 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $2,544 |
| Fees for services: Accounting | $27,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $34,775 |
| Advertising and promotion | $0 |
| Office expenses | $75,075 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $2,857 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,328 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $15,569 |
| All other expenses | $11,018 |
| Total functional expenses | $190,672 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $75,668 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $58,578 |
| Accounts receivable, net | $69,983 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $14,153 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $613,407 |
| Total assets | $831,789 |
| Accounts payable and accrued expenses | $7,775 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $571,985 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $206 |
| Total liabilities | $579,966 |
| Net assets without donor restrictions | $251,823 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $831,789 |