Civic Intelligence

Direct Advisors Trust

990 • Fiscal year 2011 • EIN 14-6203449

Jan 01, 2011 to Dec 31, 2011

Organization ProfileN/A
Latham, NY
Siviq Scores

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

Liabilities / Assets

96th percentile

1.00x

Higher debt load relative to assets than 96% of similar nonprofits.

2011 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2011 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2011

Net Margin

33rd percentile

-0.2%

Higher net margin than 33% of similar nonprofits.

2011 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets96th percentile

Assets

$2,253

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$2,253

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin33rd percentile

Revenue

$12,320,625

No earlier filing loaded for comparison.

Expenses

$12,342,198

No earlier filing loaded for comparison.

Net Income

-$21,573

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2011

Assets$2,253
Liabilities$2,253
Net Assets$0
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2011

Revenue$12,320,625
Expenses$12,342,198
Net Income-$21,573
Open 2011 Filing
Filing Detail Status

This 2011 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Mission and Program Overview

Mission

Provide funding for employee benefits.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$2,253
Liabilities
$2,253
Net assets
$0
Revenue
$12,320,625
Expenses
$12,342,198
Net income
-$21,573
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