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
70th percentile
Higher net margin than 70% of similar nonprofits.
Top Officer Pay
88th percentile
Higher top officer pay than 88% of similar nonprofits.
Top officer pay equals 36.3% of source-year revenue.
Asset Growth
86th percentile
Faster asset growth than 86% of similar nonprofits.
Revenue Growth
85th percentile
Faster revenue growth than 85% of similar nonprofits.
Balance Sheet
Assets
Up$36,560
Up $13,411 (+58%) from 2017
Net Assets
Up$36,560
Up $13,411 (+58%) from 2017
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$90,823
Up $28,808 (+46%) from 2017
Expenses
Up$77,412
Up $19,034 (+33%) from 2017
Net Income
Up$13,411
Up $9,774 (+269%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- May 30, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $90,823
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 100 individuals in accordance with its purpose and the rules of the Social Security Administration. | $61,572 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kim Crutcher | Executive Director | FT | $33,000 | - | $33,000 |
| Sheila Winkle | Member | - | $0 | - | - |
| Robert Mercer | Member | PT | $0 | - | - |
| Hannah Eisner | Secretary | - | $0 | - | - |
| George Boyle | Vice President | - | $0 | - | - |
| Jeff Stewart | Treasurer | - | $0 | - | - |
| Jennifer Roberts | President | - | $0 | - | - |
| Lori Boline | Member | - | $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
- 2019-05-30
- 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 $65”
Other Expenses.1002
“Office Expenses $874”
Other Expenses.1003
“Information Technology $3819”
Other Expenses.1009
“Depreciation $667”
Other Expenses.1012
“Insurance $4102”
Other Expenses.2
“Client reimbursements $1489”
Other Expenses.4
“Licenses & fees $40”
Other Expenses.5
“Bank service charge $6”
Other Assets.1003
“Machinery and Equipment - Beginning $1553 Machinery and Equipment - Ending $886”
Raw XML Appendix188 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/PersonNm | 0 | Bob Mercer |
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Bloomington |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
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| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
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| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
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| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2174 |
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| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 90823 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
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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/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Kim Crutcher |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Sheila Winkle |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Robert Mercer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Hannah Eisner |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | George Boyle |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Jennifer Roberts |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Lori Boline |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Executive Dir. |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Member |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1553 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 886 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 11062 |
| 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 | 3100 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 84130 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | During the year, KTB Financial Services, Inc. has provided Representative Payee services to more than 100 individuals in accordance with its purpose and the rules of the Social Security Administration. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 61572 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 35524 |
| 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 | 77412 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 61572 |
| IRS990EZ/TotalRevenueAmt | 0 | 90823 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 90810 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 62006 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 44678 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 37660 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 20365 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 255519 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 13 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 9 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 28 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 13 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 9 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 6 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 28 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00010 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99990 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 255519 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 90810 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 62006 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 44678 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 37660 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 20365 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 255519 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 90823 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 62015 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 44684 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 37660 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 20365 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 255547 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Promotion $65 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $874 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Information Technology $3819 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Depreciation $667 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance $4102 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Client reimbursements $1489 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Licenses & fees $40 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Bank service charge $6 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Machinery and Equipment - Beginning $1553 Machinery and Equipment - Ending $886 |
| 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.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Assets.1003 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Jeff Stewart |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-05-30 |
| 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 | 2019-05-30T06:00:45-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $36,560
- Liabilities
- -
- Net assets
- $36,560
- Revenue
- $90,823
- Expenses
- $77,412
- Net income
- $13,411