DIRECT ADVISORS TRUST
LATHAM,
New York,
12110
EIN: 14-6203449
Mutual/Membership Benefit Organizations, Other
DEMOGRAPHIC
ADDRESS
14 PLAZA DRIVE SUITE 102
12110
COUNTY
albany county, NY
IN CARE OF NAME
DIRECT RETIREMENT SOLUTION
ORGANIZATIONAL OVERVIEW & RANKINGS
DIRECT ADVISORS TRUST is a based in LATHAM, NY, focused on Mutual/Membership Benefit Organizations, Other causes , specifically Voluntary Employees Beneficiary Associations (Non-Government). Established in April 2001, it operates as an independent corporation and contributions are not tax-deductible .
With total assets of $156,160.00, this ranks 439,514 among 2,656,690 nonprofits nationally (Top 17%), demonstrating significant financial capacity relative to its peers. At the state level, it stands at 34,740 out of 159,053 organizations in NY (Top 22%).
In albany county, NY, the organization ranks 1,071 out of 3,892 nonprofits by assets (Top 28%), while locally in latham, it stands at 89 among 277 organizations (Top 30%).
The organization reported annual revenue of $18,830,961.00, ranking 18,634 nationally (Top 1%) and 1,858 in NY (Top 2%).
Within its specific NTEE classification (Y43 - Y: Mutual/Membership Benefit Organizations, Other), which includes 2,227 similar organizations, DIRECT ADVISORS TRUST ranks 1,457 in assets (Top 65%) and 249 in revenue (Top 11%).
The organization files a 990 (all other) or 990EZ return and operates on a November fiscal year.
CLASSIFICATION
ORGANIZATION CODE
1: Corporation
DEDUCTIBILITY CODE
2: Contributions are not deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
Y: Mutual/Membership Benefit Organizations, Other
NTEE CODE
Y43: Voluntary Employees Beneficiary Associations (Non-Government)
FOUNDATION CODE
N/A
EXEMPT ORGANIZATION STATUS CODE
N/A
FINANCIALS
TAX PERIOD
12/2023
ACCOUNTING PERIOD
12
INCOME CODE
8: $10,000,000 to $49,999,999
INCOME AMOUNT
$18,830,961.00
FORM 990 REVENUE AMOUNT
$18,830,961.00
RULING DATE
04/2001
ASSET CODE
4: $100,000 to $499,999
ASSET AMOUNT
$156,160.00
FILING REQUIREMENT CODE
990 (all other) or 990EZ return
PF FILING REQUIREMENT CODE
No 990-PF return
Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.
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