DIRECT ADVISORS TRUST

EIN: 146203449 Mutual Benefit

LATHAM, NY

Total Revenue
$20,130,146
Total Expenses
$20,130,146
Total Assets
$1,104,186
Net Assets
$100
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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
2000
Legal Domicile
NY
Principal Officer
CHEMUNG CANAL TRUST COMPA
Phone
5183622119
Tax Period
2024-01-01 to 2024-12-31

DIRECT ADVISORS TRUST, founded in 2000, is a mid-sized nonprofit in the Mutual Benefit sector that reported $20.1M in total revenue in fiscal year 2024.

Mission

PROVIDE EMPLOYEE BENEFITS VIA HEALTH AND WELFARE PLANS FOR PARTICIPATING EMPLOYERS

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $20,130,146
Investment Income $0
Other Revenue $0
TOTAL REVENUE $20,130,146

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $20,130,146
Other Expenses $2,380
TOTAL EXPENSES $20,130,146

Year-over-Year Comparison

2024 2023 Change
Revenue $20,130,146 $18,830,961 +0.1%
Expenses $20,130,146 $18,830,961 +0.1%
Net Income $0 $0 N/A
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

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Governance

Voting Members
1
Independent Members
N/A
Employees
882
Volunteers
N/A

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 2.00
$0 $113,113 $113,113
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 $20,130,146 $20,130,146 $1,104,186 No data
2023 $18,830,961 $18,830,961 $156,160 No data
2022 $17,804,282 $17,804,282 $137,668 No data
2021 $13,153,612 $13,153,612 $100 No data
2020 $13,504,793 $13,504,793 $501,432 No data
2019 $16,008,190 $16,008,190 $810,828 No data
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