Nonprofit · EIN 14-6203449
DIRECT ADVISORS TRUST
Tax-exempt · LATHAM, NY 12110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $20,283,924 | $20,283,924 | $0 | $1,773,560 | $1,773,460 | $100 |
| December 31, 2024 | 990 | $20,130,146 | $20,130,146 | $0 | $1,104,186 | $1,104,086 | $100 |
| December 31, 2023 | 990 | $18,830,961 | $18,830,961 | $0 | $156,160 | $156,060 | $100 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $20,283,924
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $20,283,714
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $20,283,924
Balance sheet and other
- Total assets, start of year
- $1,104,186
- Total assets, end of year
- $1,773,560
- Total liabilities, end of year
- $1,773,460
- Net assets, end of year
- $100
- Gross receipts
- $20,283,924
- Employees
- 977
- Volunteers
- 0
- Year formed
- 2000
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHEMUNG CANAL TRUST COMPANY | TRUSTEE Institutional trustee | 2 | $0 | $94,976 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHEMUNG CANAL TRUST COMPANY | TRUSTEE Institutional trustee | 2 | $0 | $113,113 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHEMUNG CANAL TRUST COMPANY | TRUSTEE Institutional trustee | 2 | $0 | $122,071 |
Address and contacts
- Address (IRS master file)
- 14 PLAZA DR STE 102, LATHAM, NY 12110-2166
- In care of
- % KITTYKILMER
- Principal officer (990 for 2025)
- CHEMUNG CANAL TRUST COMPA, 1 CHEMUNG CANAL PLAZA, ELMIRA, NY 14901
- Signed the 990
- CHEMUNG CANAL TRUST COMPANY, TRUSTEE
- Phone
- (518) 362-2119
- Return prepared by
- BONADIO & CO LLP
Mission
PROVIDE FUNDING FOR EMPLOYEE BENEFITS.
Program accomplishments
- PROVIDE MEDICAL, DENTAL, DISABILITY AND LIFE INSURANCE TO WORKERS OF SPONSORING EMPLOYERS.Expenses $4,355,348
- PROVIDE VACATION AND HOLIDAY BENEFITS TO WORKERS OF SPONSORING EMPLOYERS.Expenses $5,297,939
- PROVIDE SUPPLEMENTAL UNEMPLOYEMENT BENEFITS TO WORKERS OF SPONSORING EMPLOYERS.Expenses $10,582,898
- PROVIDE SUPPLEMENTAL TRAINING BENEFITS TO WORKERS OF SPONSORING EMPLOYEES.Expenses $47,739
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 14-6203449
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,773,560
- Income (IRS master file)
- $20,283,924
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $20,283,924 | $20,283,924 | $1,773,560 | IRS |
| 990 | December 2024 | $20,130,146 | $20,130,146 | $1,104,186 | IRS |
| 990 | December 2023 | $18,830,961 | $18,830,961 | $156,160 | XML |
| 990 | December 2022 | $17,804,282 | $17,804,282 | $137,668 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-6203449).
Questions about DIRECT ADVISORS TRUST
- What is the EIN of DIRECT ADVISORS TRUST?
- The employer identification number (EIN) of DIRECT ADVISORS TRUST is 14-6203449.
- Is DIRECT ADVISORS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2001.
- Are donations to DIRECT ADVISORS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does DIRECT ADVISORS TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DIRECT ADVISORS TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DIRECT ADVISORS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of DIRECT ADVISORS TRUST?
- The 990 for the year ended December 31, 2025 names CHEMUNG CANAL TRUST COMPA.
- Who are the officers and directors of DIRECT ADVISORS TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does DIRECT ADVISORS TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $20,283,924, expenses of $20,283,924 and total assets of $1,773,560 at year end.
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