Overview

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Est.

2000

Fiscal Year Start

Jan 1

Organization Type

Grantseeker

AI Summary

DIRECT ADVISORS TRUST, with EIN 14-6203449, is a nonprofit organization focused on providing employee benefits through health and welfare plans for participating employers. With an operating budget of $2.4K and total revenue of $20.1M for the filing year 2024, the organization operates within the insurance and personal services sectors, specifically catering to Voluntary Employees Beneficiary Associations. There is no indication that it relies on a single funder for 50% or more of its revenue.

Mission Statement

PROVIDE EMPLOYEE BENEFITS VIA HEALTH AND WELFARE PLANS FOR PARTICIPATING EMPLOYERS
Revenues
$20.1M
Expenses
$20.1M
Net Income:
+$0
Assets
$1.1M
Liabilities
$1.1M
Net Assets:
+$100
Operating Budget
$2.4K
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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C
Chemung Canal Trust Company
Board Member
K
Kristina Vaselewski
Executive
V
Victoria a Harkins
Board Member

Frequently Asked Questions

What is DIRECT ADVISORS TRUST’s budget?
In 2024, DIRECT ADVISORS TRUST reported an annual operating budget of around $2,380. More detailed financial information is available to registered users.
What causes does DIRECT ADVISORS TRUST support?
DIRECT ADVISORS TRUST supports work in Insurance, Personal services, and Voluntary Employees Beneficiary Associations.
Where does DIRECT ADVISORS TRUST operate?
DIRECT ADVISORS TRUST is headquartered in Latham, NY.