AXISPLUS BENEFITS

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

RICHARD STOWELL

Phone

8015661207

Tax Period

2023-07-01 to 2024-06-30

AXISPLUS BENEFITS, founded in 2011, is a small nonprofit in the Public & Societal Benefit sector that reported $224K in total revenue in fiscal year 2023. Expenses of $210K left a modest 6% surplus.

Mission

TO PROVIDE COST-EFFECTIVE BENEFIT PLAN SERVICES TO EDUCATIONAL INSTITUTIONS AND THEIR EMPLOYEES.

Program Service Accomplishments

Program 1

Expenses: $188,439 Revenue: $180,741

PROVIDED LOW-COST FLEXIBLE SAVINGS ACCOUNT (FSA) BENEFITS TO LOCAL GOVERNMENTS AND SCHOOL DISTRICTS. STAFF ATTENDED MULTIPLE ENROLLMENT MEETINGS TO EXPLAIN THE BENEFITS OF HSA'S AND FSAS AND THEN...

PROVIDED LOW-COST FLEXIBLE SAVINGS ACCOUNT (FSA) BENEFITS TO LOCAL GOVERNMENTS AND SCHOOL DISTRICTS. STAFF ATTENDED MULTIPLE ENROLLMENT MEETINGS TO EXPLAIN THE BENEFITS OF HSA'S AND FSAS AND THEN ADMINISTERED THE FSA AND HSA PLANS FOR EDUCATIONAL INSTITUTIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $15,000

Program Service Revenue $180,741

Investment Income $17,128

Other Revenue $11,401

TOTAL REVENUE $224,270

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $188,439

Other Expenses $210,396

TOTAL EXPENSES $210,396

Year-over-Year Comparison

	2023	2022	Change
Revenue	$224,270	$217,154	+0.0%
Expenses	$210,396	$190,672	+0.1%
Net Income	$13,874	$26,482	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICK AINGE	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH GRIFFITHS	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
JODEE SUNDBERG	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
RICHARD STOWELL	EXEC. DIRECT	8.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$224,270	$210,396	$864,871	$13,874
2023	$217,154	$190,672	$831,789	$26,482
2022	$141,706	$99,082	$1,590,590	$42,624