Civic Intelligence

Ktb Financial Services Inc.

990EZ • Fiscal year 2019 • EIN 47-1010672

Jan 01, 2019 to Dec 31, 2019 • Filed on May 22, 2020

1301 West Washington StreetBloomington, IL 61701

(309) 200-8664

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

90th percentile

$40,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 40.6% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

79th percentile

34%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

8.4%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$49,008

Up $12,448 (+34%) from 2018

Net Assets

Up

$49,008

Up $12,448 (+34%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$98,468

Up $7,645 (+8.4%) from 2018

Expenses

Up

$86,020

Up $8,608 (+11%) from 2018

Net Income

Down

$12,448

Down $963 (-7.2%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2014: $8,684Liabilities 2014: $1,016Net Assets 2014: $7,6682014Assets 2015: $17,227Net Assets 2015: $17,2272015Assets 2016: $19,512Net Assets 2016: $19,5122016Assets 2017: $23,149Net Assets 2017: $23,1492017Assets 2018: $36,560Net Assets 2018: $36,5602018Assets 2019: $49,008Net Assets 2019: $49,0082019Assets 2020: $62,002Net Assets 2020: $62,0022020Assets 2021: $89,865Net Assets 2021: $89,8652021Assets 2022: $102,006Net Assets 2022: $102,0062022Assets 2023: $139,862Net Assets 2023: $139,8622023Assets 2024: $154,278Net Assets 2024: $154,2782024

Highlighted filing

2019

Assets$49,008
Liabilities-
Net Assets$49,008

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0Revenue 2014: $20,366Expenses 2014: $12,698Net Income 2014: $7,6682014Revenue 2015: $38,141Expenses 2015: $28,582Net Income 2015: $9,5592015Revenue 2016: $48,024Expenses 2016: $45,739Net Income 2016: $2,2852016Revenue 2017: $62,015Expenses 2017: $58,378Net Income 2017: $3,6372017Revenue 2018: $90,823Expenses 2018: $77,412Net Income 2018: $13,4112018Revenue 2019: $98,468Expenses 2019: $86,020Net Income 2019: $12,4482019Revenue 2020: $119,072Expenses 2020: $106,078Net Income 2020: $12,9942020Revenue 2021: $118,115Expenses 2021: $90,252Net Income 2021: $27,8632021Revenue 2022: $150,999Expenses 2022: $138,858Net Income 2022: $12,1412022Revenue 2023: $158,074Expenses 2023: $120,218Net Income 2023: $37,8562023Revenue 2024: $140,640Expenses 2024: $126,224Net Income 2024: $14,4162024

Highlighted filing

2019

Revenue$98,468
Expenses$86,020
Net Income$12,448
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 22, 2020
Return Version
2019v5.0
Gross Receipts
$98,468
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

DescriptionGrantsExpenses
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.$68,368-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim CrutcherExecutive DirectorFT$40,000-$40,000
Sheila WinkleMember-$0--
Hannah EisnerSecretary-$0--
George BoyleVice President-$0--
Jennifer RobertsPresident-$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
2020-05-22
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.1002

Office Expenses $1090

Other Expenses.1003

Information Technology $5277

Other Expenses.1009

Depreciation $881

Other Expenses.1012

Insurance $4209

Other Expenses.3

Bank service charge $103

Other Expenses.4

Client reimbursements $66

Other Expenses.5

Licenses & fees $25

Other Expenses.6

Paypall fees $3

Other Assets.1002

Furniture and Fixtures - Beginning $0 Furniture and Fixtures - Ending $1621

Other Assets.1003

Machinery and Equipment - Beginning $886 Machinery and Equipment - Ending $410

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $5277
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $4209
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeff Stewart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KTB Financial Services Inc
ReturnHeader/Filer/BusinessNameControlTxt0KTBF
ReturnHeader/Filer/EIN0471010672
ReturnHeader/Filer/PhoneNum03092008664
ReturnHeader/Filer/USAddress/AddressLine1Txt01301 West Washington Street
ReturnHeader/Filer/USAddress/CityNm0Bloomington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061701
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02712 McGraw Drive
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061704
ReturnHeader/PreparerPersonGrp/PhoneNum03096631353
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicole Allen CPA
ReturnHeader/ReturnTs02020-05-22T15:15:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings