Direct Advisors Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 12,320,625 | 12,342,198 | −21,573 | 0.0 | 0% |
| 2012 | 12,586,477 | 12,574,312 | 12,165 | 0.0 | 0% |
| 2013 | 6,577,667 | 6,566,417 | 11,250 | 0.0 | 0% |
| 2014 | 8,697,722 | 8,689,817 | 7,905 | 0.0 | 0% |
| 2015 | 11,293,794 | 10,183,406 | 1,110,388 | 1.3 | 0% |
| 2016 | 13,050,299 | 14,112,357 | −1,062,058 | 0.0 | 0% |
| 2017 | 13,246,832 | 12,472,065 | 774,767 | 0.8 | 0% |
| 2018 | 13,022,483 | 13,819,137 | −796,654 | 0.0 | 0% |
| 2019 | 16,008,190 | 16,008,190 | 0 | 0.0 | 0% |
| 2020 | 13,504,793 | 13,504,793 | 0 | 0.0 | 0% |
| 2021 | 13,153,612 | 13,153,612 | 0 | 0.0 | 0% |
| 2022 | 17,804,282 | 17,804,282 | 0 | 0.0 | 0% |
| 2023 | 18,830,961 | 18,830,961 | 0 | 0.0 | 0% |
In its most recent public year (2023), this organization brought in $0 more than it spent. Its reserves stood at about 0 months of spending. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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