2026-07-29T15:22:13-07:00 2025-12-31 371303628 Tax & Accounting Plus Inc 501 N Clinton St Bloomington IL 61701 990EZ 2025-01-01 471010672 KTB FINANCIAL SERVICES INC KTBF 3092008664 1301 WEST WASHINGTON STREET BLOOMINGTON IL 61701 ROBERT H MERCER FINANCIAL ADMIN 3092008664 2026-05-28 true Rick A Johnson P00027508 3098274010 2026-07-29 2025 2025-03-06 01:10:19Z X X N/A X X 166871 X 43955 122028 0 888 0 0 0 0 0 0 0 166871 102121 31736 22664 3385 23331 183237 -16366 154278 859 138771 X 151397 125605 2881 13166 154278 138771 154278 138771 THE PRIMARY EXEMPT 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 DURING THE YEAR, KTB FINANCIAL SERVICES, INC. HAS PROVIDED REPRESENTATIVEPAYEE SERVICES TO MORE THAN 100 INDIVIDUALS IN ACCORDANCE WITH ITS PURPOSEAND THE RULES OF THE SOCIAL SECURITY ADMINISTRATION. 0 164624 164624 KIM CRUTCHER EXECUTIVE DIRECTOR 45.00 52499 0 0 SHEILA WINKLE SECRETARY 0.25 0 0 0 JEREMY STUDEBAKER PRESIDENT 1.00 0 0 0 HANNAH EISNER TREASURER 0.25 0 0 0 GEORGE BOYLE VICE PRESIDENT 0.25 0 0 0 JENNIFER ROBERTS MEMBER 0.50 0 0 0 GEORGE BOYLE DIRECTOR 1.00 0 0 0 false false false false false false false 0 0 false false IL ROBERT MERCER 1301 W WASHINGTON ST STE 3 BLOOMINGTON IL 61701 3092008664 false false false false false false false false false false false NONE NONE true X 0 0 118098 150980 157974 140319 165983 733354 0 0 0 118098 150980 157974 140319 165983 733354 0 0 0 733354 16 19 100 321 888 1344 118114 150999 158074 140640 166871 734698 0.99820 0.00000 X Form 990EZ, Part I, Line 16 Depreciation 3685. Form 990EZ, Part I, Line 16 ACCOUNT ANALYSIS CHARGES 205. Form 990EZ, Part I, Line 16 INSURANCE EXPENSE 6909. Form 990EZ, Part I, Line 16 ADVERTISING & PROMOTION 35. Form 990EZ, Part I, Line 16 BANK SERVICE CHARGES 179. Form 990EZ, Part I, Line 16 BUSINESS LICENSES & PERMITS 26. Form 990EZ, Part I, Line 16 E-COMMUNICATIONS EXPENSE 5011. Form 990EZ, Part I, Line 16 OFFICE RESERVES 20. Form 990EZ, Part I, Line 16 OFFICE SUPPLIES 176. Form 990EZ, Part I, Line 16 RP CLIENT ADVANCES 212. Form 990EZ, Part I, Line 16 RP CLIENT BAD DEBT 165. Form 990EZ, Part I, Line 16 SOFTWARE, BOOKS, SUBSCRIPTIONS 6353. Form 990EZ, Part I, Line 16 RECOGNITION - APPRECIATION 355. Form 990EZ, Part I, Line 16 ROUNDING ADJUSTMENT 0. Form 990EZ, Part I, Line 20 CORRECTED ADJUSTMENT 859. Form 990EZ, Part II, Line 24 EQUIPMENT & DEPRECIABLE ASSETS 2881. 13166.