Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
56th percentile
Higher net margin than 56% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 37.1% of source-year revenue.
Asset Growth
71st percentile
Faster asset growth than 71% of similar nonprofits.
Revenue Growth
78th percentile
Faster revenue growth than 78% of similar nonprofits.
Balance Sheet
Assets
Up$23,149
Up $3,637 (+19%) from 2016
Net Assets
Up$23,149
Up $3,637 (+19%) from 2016
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$62,015
Up $13,991 (+29%) from 2016
Expenses
Up$58,378
Up $12,639 (+28%) from 2016
Net Income
Up$3,637
Up $1,352 (+59%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- Jul 11, 2018
- Return Version
- 2017v2.2
- Gross Receipts
- $62,015
Mission and Program Overview
Mission
The purpose is to serve as a Representative Payee to assist individuals with severe and persistent mental illness, with persistent substance abuse, who are intellectually challenged, or have physical disabilities that make it impossible for them to properly handle their financial affairs. All activities focused on making sure basic needs are met for a vulnerable population. All participants receive one form of Social Security, including Supplemental Security Income (SSI), disability (SSDI), or Social Security retirement.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| During the year, KTB Financial Services, Inc. has provided Representative Payee services to more than 123 individuals in accordance with its purpose and the rules of the Social Security Administration. | $46,275 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kim Crutcher | Executive Director | FT | $23,021 | - | $23,021 |
| Sheila Winkle | Member | - | $0 | - | - |
| Robert Mercer | Member | PT | $0 | - | - |
| George Boyle | President | - | $0 | - | - |
| Jeff Stewart | Treasurer | - | $0 | - | - |
| Jennifer Roberts | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- KTB Financial Services Inc
- EIN
- 47-1010672
- Phone
- 3092008664
- Address
- 1301 West Washington Street, Bloomington, IL 61701
Signing Officer
- Name
- Jeff Stewart
- Title
- Treasurer
- Signed
- 2018-07-11
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Insight CPAs & Financial LLC
- Address
- 2712 McGraw Drive, Bloomington, IL 61704
- Preparer
- Nicole Allen CPA
- Phone
- 3096631353
Supplemental Narrative
Additional Explanations
Other Expenses.1001
“Advertising and Promotion $486”
Other Expenses.1002
“Office Expenses $1190”
Other Expenses.1003
“Information Technology $520”
Other Expenses.1009
“Depreciation $1036”
Other Expenses.1012
“Insurance $3958”
Other Expenses.3
“Client reimbursements $233”
Other Expenses.4
“Fund raising expenses $99”
Other Expenses.5
“Bank service charge $30”
Other Expenses.6
“Licenses & fees $25”
Other Assets.1003
“Machinery and Equipment - Beginning $2589 Machinery and Equipment - Ending $1553”
Raw XML Appendix177 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.
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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Bloomington |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 21596 |
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| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 6638 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
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| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3637 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2055 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
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| IRS990EZ/Form720FiledInd | 0 | false |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 23149 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 62015 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 9 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 25.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.38 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.63 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Kim Crutcher |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Sheila Winkle |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Robert Mercer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | George Boyle |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Jeff Stewart |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Jennifer Roberts |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Executive Dir. |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2589 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1553 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7577 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The purpose is to serve as a Representative Payee to assist individuals with severe and persistent mental illness, with persistent substance abuse, who are intellectually challenged, or have physical disabilities that make it impossible for them to properly handle their financial affairs. All activities focused on making sure basic needs are met for a vulnerable population. All participants receive one form of Social Security, including Supplemental Security Income (SSI), disability (SSDI), or Social Security retirement. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1464 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 55368 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | During the year, KTB Financial Services, Inc. has provided Representative Payee services to more than 123 individuals in accordance with its purpose and the rules of the Social Security Administration. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 46275 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 24782 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | IL |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 58378 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 46275 |
| IRS990EZ/TotalRevenueAmt | 0 | 62015 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 62006 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 44678 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 37660 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 20365 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 164709 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 9 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 6 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 15 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 9 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 6 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 15 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 164709 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 62006 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 44678 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 37660 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 20365 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 164709 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 62015 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 44684 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 37660 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 20365 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 164724 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Promotion $486 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $1190 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Information Technology $520 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Depreciation $1036 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance $3958 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Client reimbursements $233 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Fund raising expenses $99 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Bank service charge $30 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Licenses & fees $25 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Machinery and Equipment - Beginning $2589 Machinery and Equipment - Ending $1553 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1009 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Assets.1003 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Jeff Stewart |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-07-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | KTB Financial Services Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | KTBF |
| ReturnHeader/Filer/EIN | 0 | 471010672 |
| ReturnHeader/Filer/PhoneNum | 0 | 3092008664 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1301 West Washington Street |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Bloomington |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 61701 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 452859647 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Insight CPAs & Financial LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2712 McGraw Drive |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Bloomington |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 61704 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3096631353 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Nicole Allen CPA |
| ReturnHeader/ReturnTs | 0 | 2018-07-11T07:12:39-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $23,149
- Liabilities
- -
- Net assets
- $23,149
- Revenue
- $62,015
- Expenses
- $58,378
- Net income
- $3,637