Direct Advisors Trust
Latham, New York
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Poor
How This Organization Compares
Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $18,830,961↑6% | $18,830,961↑6% | $156,160↑13% | — |
| 2022 | $17,804,282↑35% | $17,804,282↑35% | $137,668↑137568% | — |
| 2021 | $13,153,612↓3% | $13,153,612↓3% | $100↓100% | — |
| 2020 | $13,504,793↓16% | $13,504,793↓16% | $501,432↓38% | — |
| 2019 | $16,008,190↑23% | $16,008,190↑16% | $810,828↑2966% | — |
| 2018 | $13,022,483↓2% | $13,819,137↑11% | $26,443↓97% | — |
| 2017 | $13,246,832↑2% | $12,472,065↓12% | $823,097↑1603% | — |
| 2016 | $13,050,299↑16% | $14,112,357↑39% | $48,330↓96% | — |
| 2015 | $11,293,794↑30% | $10,183,406↑17% | $1,109,457↑119068% | — |
| 2014 | $8,697,722↑32% | $8,689,817↑32% | $931↓89% | — |
| 2013 | $6,577,667↓48% | $6,566,417↓48% | $8,837↓11% | — |
| 2012 | $12,586,477↑2% | $12,574,312↑2% | $9,913↑340% | — |
| 2011 | $12,320,625 | $12,342,198 | $2,253 | — |
Frequently Asked Questions
What does Direct Advisors Trust do?▼
Direct Advisors Trust is a mutual & membership benefit nonprofit organization based in New York. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Direct Advisors Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, Direct Advisors Trust has a score of 34/100 (Grade: D). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Direct Advisors Trust generate?▼
Direct Advisors Trust reports $20.1M in annual revenue and holds $1.1M in total assets, based on IRS filings.
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