Nonpartisan civic infrastructure
AllCiv·Legis1
·

Direct Advisors Trust

501(c)
DBA: % KITTYKILMER
Other · LATHAM, NY · EIN 14-6203449

About

Provide funding for employee benefits.

In care of Kittykilmer

Donations are NOT tax-deductible
Category
Other
Employees
420
Volunteers
0

Financial Snapshot

FY ending 2023-12-31
Revenue
$18.8M
Expenses
$18.8M
Assets
$156K
Liabilities
$156K

Financial history

$18.8M$9.4M$0
1920212223
RevenueExpenses
Latest FY2023: $18.8M · Avg: $17.5M
DIRECT ADVISORS TRUST
Your actions

Address

14 Plaza DR STE 102
Latham, NY, 12110-216

Governance

Voting board members1
Independent members0
Conflict-of-interest policyNo
Whistleblower policyNo
Doc-retention policyNo
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Public records
ProPublica Nonprofit Explorer
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.