Civic Intelligence

Direct Advisors Trust

990 • Fiscal year 2023 • EIN 14-6203449

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization ProfileN/A
14 Plaza Drive 102Latham, NY 12110

(518) 362-2119

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

97th percentile

1.00x

Higher debt load relative to assets than 97% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

39th percentile

0.0%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

68th percentile

$122,071

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

5.8%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$156,160

Up $18,492 (+13%) from 2022

Net Assets

Flat

$100

Flat from 2022

Liabilities

Up

$156,060

Up $18,492 (+13%) from 2022

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin39th percentile

Revenue

Up

$18,830,961

Up $1,026,679 (+5.8%) from 2022

Expenses

Up

$18,830,961

Up $1,026,679 (+5.8%) from 2022

Net Income

Flat

$0

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $2,253Liabilities 2011: $2,253Net Assets 2011: $02011Assets 2012: $9,913Liabilities 2012: $0Net Assets 2012: $9,8132012Assets 2013: $8,837Liabilities 2013: $8,837Net Assets 2013: $02013Assets 2014: $931Liabilities 2014: $931Net Assets 2014: $02014Assets 2015: $1,109,457Liabilities 2015: $0Net Assets 2015: $1,109,3572015Assets 2016: $48,330Liabilities 2016: $48,330Net Assets 2016: $02016Assets 2017: $823,097Liabilities 2017: $0Net Assets 2017: $822,9972017Assets 2018: $26,443Liabilities 2018: $0Net Assets 2018: $26,3432018Assets 2019: $810,828Liabilities 2019: $810,728Net Assets 2019: $1002019Assets 2020: $501,432Liabilities 2020: $501,332Net Assets 2020: $1002020Assets 2021: $100Liabilities 2021: $0Net Assets 2021: $1002021Assets 2022: $137,668Liabilities 2022: $137,568Net Assets 2022: $1002022Assets 2023: $156,160Liabilities 2023: $156,060Net Assets 2023: $1002023Assets 2024: $1,104,186Liabilities 2024: $1,104,086Net Assets 2024: $1002024

Highlighted filing

2023

Assets$156,160
Liabilities$156,060
Net Assets$100
Open 2023 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $12,320,625Expenses 2011: $12,342,198Net Income 2011: -$21,5732011Revenue 2012: $12,586,477Expenses 2012: $12,574,312Net Income 2012: $12,1652012Revenue 2013: $6,577,667Expenses 2013: $6,566,417Net Income 2013: $11,2502013Revenue 2014: $8,697,722Expenses 2014: $8,689,817Net Income 2014: $7,9052014Revenue 2015: $11,293,794Expenses 2015: $10,183,406Net Income 2015: $1,110,3882015Revenue 2016: $13,050,299Expenses 2016: $14,112,357Net Income 2016: -$1,062,0582016Revenue 2017: $13,246,832Expenses 2017: $12,472,065Net Income 2017: $774,7672017Revenue 2018: $13,022,483Expenses 2018: $13,819,137Net Income 2018: -$796,6542018Revenue 2019: $16,008,190Expenses 2019: $16,008,190Net Income 2019: $02019Revenue 2020: $13,504,793Expenses 2020: $13,504,793Net Income 2020: $02020Revenue 2021: $13,153,612Expenses 2021: $13,153,612Net Income 2021: $02021Revenue 2022: $17,804,282Expenses 2022: $17,804,282Net Income 2022: $02022Revenue 2023: $18,830,961Expenses 2023: $18,830,961Net Income 2023: $02023Revenue 2024: $20,130,146Expenses 2024: $20,130,146Net Income 2024: $02024

Highlighted filing

2023

Revenue$18,830,961
Expenses$18,830,961
Net Income$0
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$18,830,961
Mission and Program Overview

Mission

Provide funding for employee benefits.

Provide employee benefits via health and welfare plans for participating employers

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$108,490$156,160▲ $47,670
Accounts Receivable$29,178$0▼ $29,178
Cap Stk Tr Prin Current Funds$100$100→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$137,668$156,160▲ $18,492
Liabilities
Accounts Payable and Accrued Expenses$137,568$156,060▲ $18,492
Total Liabilities$137,568$156,060▲ $18,492
Net Assets / Fund Balance
Total Net Assets Fund Balance$100$100→ $0
Total Liabilities and Net Assets / Fund Balance$137,668$156,160▲ $18,492
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleOtherTotal
-Trustee$122,071$122,071

Highest Paid Contractors

ContractorServicesLocationCompensation
Direct Advisors LLCThird Party Administrator421 LOUDON ROAD, Albany, NY 12211$1,462,723
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,830,961
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$120
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$18,830,841--$18,830,841
Other Expenses$120--$120
Total Functional Expenses$18,830,961$0$0$18,830,961
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The plan administrator has the authority to remove/appoint the trustee(s).”

Form 990, Part VI, Section A, Line 7B

“The participating employers appoint the plan administrator and vote on plan amendments.”

Form 990, Part VI, Section B, Line 11B

“The third party administrator prepares the form 990 and the trustee reviews and signs the return.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing document and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Direct Advisors Trust
EIN
14-6203449
Phone
5183622119
Address
14 PLAZA DRIVE 102, LATHAM, NY 12110

Signing Officer

Name
Chemung Canal Trust Company
Title
Trustee
Phone
5183622119
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chemung Canal Trust Compa
Formed
2000
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
420
Volunteers
0

Preparer

Firm
Bonadio & Co Llp
Address
6 WEMBLEY CT, ALBANY, NY 12205
Preparer
Judith J Soro
Phone
5184644080
Raw XML Appendix266 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0137568
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0156060
IRS990/AccountsReceivableGrp/BOYAmt029178
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE EMPLOYEE BENEFITS VIA HEALTH AND WELFARE PLANS FOR PARTICIPATING EMPLOYERS
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt018830841
IRS990/BenefitsToMembersGrp/TotalAmt018830841
IRS990/BooksInCareOfDetail/PersonNm0JEFFREY BENNETT DIRECT ADVISORS L
IRS990/BooksInCareOfDetail/PhoneNum05163622119
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0421 LOUDON ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALBANY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012211
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0100
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0100
IRS990/CashNonInterestBearingGrp/BOYAmt0108490
IRS990/CashNonInterestBearingGrp/EOYAmt0156160
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01462723
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0421 LOUDON ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ALBANY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd012211
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0DIRECT ADVISORS LLC
IRS990/ContractorCompensationGrp/ServicesDesc0THIRD PARTY ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt018830841
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0120
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt018830961
IRS990/CYRevenuesLessExpensesAmt00
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt018830961
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt018830961
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE MEDICAL, DENTAL, DISABILITY AND LIFE INSURANCE TO WORKERS OF SPONSORING EMPLOYERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0420
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/ExpenseAmt02886792
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0CHEMUNG CANAL TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0122071
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt018830961
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01492
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE FUNDING FOR EMPLOYEE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0100
IRS990/NetAssetsOrFundBalancesEOYAmt0100
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0120
IRS990/OtherExpensesGrp/TotalAmt0120
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHEMUNG CANAL TRUST COMPA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0BENEFIT PLAN CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018830961
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018830961
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE VACATION AND HOLIDAY BENEFITS TO WORKERS OF SPONSORING EMPLOYERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02654090
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE SUPPLEMENTAL UNEMPLOYEMENT BENEFITS TO WORKERS OF SPONSORING EMPLOYERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt013230983
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE SUPPLEMENTAL TRAINING BENEFITS TO WORKERS OF SPONSORING EMPLOYEES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt033058
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt017804107
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0175
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt017804282
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt017804282
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017804282
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0CHEMUNG CANAL TRUST COMPANY, TRUSTEE RECEIVED $122,071 IN COMPENSATION FROM AN UNRELATED ORGANIZATION FOR SERVICES RENDERED TO THE ORGANIZATION DURING 2023.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PG. 7 PART VII SEC. A , LINE 1 BOX F
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS THE AUTHORITY TO REMOVE/APPOINT THE TRUSTEE(S).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PARTICIPATING EMPLOYERS APPOINT THE PLAN ADMINISTRATOR AND VOTE ON PLAN AMENDMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE THIRD PARTY ADMINISTRATOR PREPARES THE FORM 990 AND THE TRUSTEE REVIEWS AND SIGNS THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENT AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0137668
IRS990/TotalAssetsEOYAmt0156160
IRS990/TotalAssetsGrp/BOYAmt0137668
IRS990/TotalAssetsGrp/EOYAmt0156160
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt0420
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018830961
IRS990/TotalFunctionalExpensesGrp/TotalAmt018830961
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0137568
IRS990/TotalLiabilitiesEOYAmt0156060
IRS990/TotalLiabilitiesGrp/BOYAmt0137568
IRS990/TotalLiabilitiesGrp/EOYAmt0156060
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0100
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0100
IRS990/TotalOtherCompensationAmt0122071
IRS990/TotalOtherProgSrvcExpenseAmt033058
IRS990/TotalProgramServiceExpensesAmt018804923
IRS990/TotalProgramServiceRevenueAmt018830961
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018830961
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018830961
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0137668
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0156160
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 CHEMUNG CANAL PLAZA
IRS990/USAddress/CityNm0ELMIRA
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014901
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHEMUNG CANAL TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05183622119
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIRECT ADVISORS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DIRE
ReturnHeader/Filer/EIN0146203449
ReturnHeader/Filer/PhoneNum05183622119
ReturnHeader/Filer/USAddress/AddressLine1Txt014 PLAZA DRIVE 102
ReturnHeader/Filer/USAddress/CityNm0LATHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 WEMBLEY CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012205
ReturnHeader/PreparerPersonGrp/PhoneNum05184644080
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDITH J SORO
ReturnHeader/ReturnTs02024-05-15T09:59:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHEMUNG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CANAL TRUST COMPANY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$156,160
Liabilities
$156,060
Net assets
$100
Revenue
$18,830,961
Expenses
$18,830,961
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.00$20.1$20.1$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.00$18.8$18.8$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.00$17.8$17.8$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$13.2$13.2$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.00$13.5$13.5$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.00$16.0$16.0$0.00
2018Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$13.0$13.8$0.80
2017Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$13.2$12.5$0.77
2016Summary only. Only limited summary data is available for this year.$0.05$0.05$0.00$13.1$14.1$1.06
2015Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$11.3$10.2$1.11
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$8.70$8.69$0.01
2013Summary only. Only limited summary data is available for this year.$0.01$0.01$0.00$6.58$6.57$0.01
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$12.6$12.6$0.01
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$12.3$12.3$0.02