Civic Intelligence

Crestmont Loft

EIN 45-2913797 • 501(c)3 • Bakersfield, CA

Pub. 78 Eligible

Profile

Crestmont loft is a non profit organization committed to improving the quality of life of individuals with intellectual delay, through community integration and acquisition of maximum independence and self sufficiency by providing an encouraging environment while promoting individuality.

1714 Crestmont DriveBakersfield, CA 93306

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.19x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.05x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

41st percentile

0.6%

Higher net margin than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

46th percentile

2.4%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

15%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$391,089

Down $110,068 (-22%) from 2024

Liabilities

Down

$30,344

Down $22,630 (-43%) from 2024

Net Assets

Down

$360,745

Down $87,438 (-20%) from 2024

Revenue

Down

$1,349,129

Down $271,935 (-17%) from 2024

Expenses

Down

$1,436,567

Down $33,234 (-2.3%) from 2024

Net Income

Down

-$87,438

Down $238,701 (-158%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0-$200KAssets 2013: $24,256Liabilities 2013: $72,3282013Assets 2014: $50,456Liabilities 2014: $37,028Net Assets 2014: $13,4282014Assets 2015: $45,981Liabilities 2015: $30,344Net Assets 2015: $15,6372015Assets 2016: $36,339Liabilities 2016: $30,344Net Assets 2016: $5,9952016Assets 2017: $59,998Liabilities 2017: $34,124Net Assets 2017: $25,8742017Assets 2018: $95,527Liabilities 2018: $30,345Net Assets 2018: $65,1822018Assets 2019: $86,172Liabilities 2019: $30,345Net Assets 2019: $55,8272019Assets 2020: $103,902Liabilities 2020: $210,772Net Assets 2020: -$106,8702020Assets 2021: $261,775Liabilities 2021: $81,289Net Assets 2021: $180,4862021Assets 2022: $356,319Liabilities 2022: $67,783Net Assets 2022: $288,5362022Assets 2023: $364,812Liabilities 2023: $67,892Net Assets 2023: $296,9202023Assets 2024: $501,157Liabilities 2024: $52,974Net Assets 2024: $448,1832024Assets 2025: $391,089Liabilities 2025: $30,344Net Assets 2025: $360,7452025

Highlighted filing

2025

Assets$391,089
Liabilities$30,344
Net Assets$360,745

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2013: $148,070Expenses 2013: $196,142Net Income 2013: -$48,0722013Revenue 2014: $433,998Expenses 2014: $372,498Net Income 2014: $61,5002014Revenue 2015: $454,124Expenses 2015: $451,915Net Income 2015: $2,2092015Revenue 2016: $536,923Expenses 2016: $546,565Net Income 2016: -$9,6422016Revenue 2017: $783,952Expenses 2017: $764,073Net Income 2017: $19,8792017Revenue 2018: $741,613Expenses 2018: $702,305Net Income 2018: $39,3082018Revenue 2019: $825,616Expenses 2019: $834,971Net Income 2019: -$9,3552019Revenue 2020: $801,299Expenses 2020: $963,996Net Income 2020: -$162,6972020Revenue 2021: $1,234,888Expenses 2021: $947,532Net Income 2021: $287,3562021Revenue 2022: $1,166,695Expenses 2022: $1,058,645Net Income 2022: $108,0502022Revenue 2023: $1,336,161Expenses 2023: $1,327,777Net Income 2023: $8,3842023Revenue 2024: $1,621,064Expenses 2024: $1,469,801Net Income 2024: $151,2632024Revenue 2025: $1,349,129Expenses 2025: $1,436,567Net Income 2025: -$87,4382025

Highlighted filing

2025

Revenue$1,349,129
Expenses$1,436,567
Net Income-$87,438

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 9, 2026
Return Version
2024v5.2
Gross Receipts
$1,349,129
Mission and Program Overview

Mission

Crestmont loft is a non profit organization committed to improving the quality of life of individuals with intellectual delay, through community integration and acquisition of maximum independence and self sufficiency by providing an encouraging environment while promoting individuality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$426,386$288,225▼ $138,161
Receivables From Officers Etc$51,645$51,645→ $0
Land, Buildings, and Equipment, Net$23,126$51,219▲ $28,093
Loans From Officers Directors$30,344$30,344→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$501,157$391,089▼ $110,068
Other Assets Total-$0-
Liabilities
Other Liabilities$22,630--
Total Liabilities$52,974$30,344▼ $22,630
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$448,183$360,745▼ $87,438
Total Net Assets Fund Balance$448,183$360,745▼ $87,438
Total Liabilities and Net Assets / Fund Balance$501,157$391,089▼ $110,068

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$30,594$21,934$52,528
Equipment$20,625$29,706$50,331
Other Land Buildings-$4,717$4,717
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Christie O'nealAdministratorFT$122,200$122,200
Dirk JohnsonCEOPT$117,400$117,400

Board Members and Trustees

NameTitle
Courtney MillerPresident
Julie O'NealSecretary
Laura AcostaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,237,603
Program Service Revenue
$97,658
Investment Income
$0
Other Revenue
$13,868
Change in Net Assets
$-87,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,120,470
Other Expenses$316,097
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$794,829--$794,829
Current Officers, Directors, Trustees, and Key Employees$239,600--$239,600
Occupancy$143,110--$143,110
Payroll Taxes$86,041--$86,041
Insurance$20,282$225-$20,507
All Other Expenses$11,057$4,515-$15,572
Fees for Services Accounting-$15,456-$15,456
Fees for Services Other$13,200--$13,200
Other Expenses$8,543--$8,543
Travel$7,903--$7,903
Depreciation Depletion$7,657--$7,657
Office Expenses-$1,691-$1,691
Interest-$966-$966
Information Technology$320--$320
Total Functional Expenses$1,413,714$22,853$0$1,436,567
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Christie O'nealOfficerRentsNo$60,000
christie o'nealofficerpurchase of automobileNo$22,000

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$51,645$51,645→ $0
Loans from Officers, Directors, Trustees, and Key Employees$30,344$30,344→ $0
Receivables from Disqualified Persons-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 18

Available upon request.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Crestmont Loft
EIN
45-2913797
Phone
6613334096
Address
1714 Crestmont Drive, Bakersfield, CA 93306

Signing Officer

Name
Christie O'neal
Title
Administrator
Signed
2026-04-09
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
39

Preparer

Firm
Brown Armstrong Accountancy Corp
Address
4200 TRUXTUN AVE STE 300, BAKERSFIELD, CA 93309
Preparer
Charlie McCarthy
Phone
6613244971
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01237603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01602152
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01322732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01151940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01219403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06533830
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0173787
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt06533830
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01237603
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01151940
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01219403
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06533830
IRS990ScheduleA/TotalSupportAmt06533830
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt020625
IRS990ScheduleD/EquipmentGrp/DepreciationAmt029706
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt050331
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt030594
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt021934
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt052528
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04717
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04717
IRS990ScheduleD/TotalBookValueLandBuildingsAmt051219
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Christie O'neal
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1christie o'neal
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Officer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1officer
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt060000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt122000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Rents
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1purchase of automobile
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt051645
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt130344
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt047517
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt160345
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0CHRISTIE O'NEAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1DIRK JOHNSON
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1OFFICER
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IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0In 2013 the organization borrowed funds to pay for start up costs from officers Dirk Johnson and Christie O'neal in the amount of $72,328. At the end of fiscal year ending 5/31/2025, the outstanding balance due to Dirk Johnson was $30,345.In 2014, Officer Christie O'neal took a personal loan out from the organization in the amount of $26,317. In 2016, an additional $13,000 was loaned to Christie,$8,200 in 2018,$1,500 in 2019,$9,000 in 2020, and $8,200 in 2021. At the end of fiscal year ending 5/31/2025, the outstanding receivable due to the organization was $51,645.Crestmont Loft rents its housing facility from Christie O'neal, an officer of the organization. Rents were paid to Christie O'neal in the amount of $60,000 for the fiscal year ended 5/31/2025.Officer Christie O'neal sold a 2021 Traverse Sport Utility vehicle to the organization with a purchase price of $22,000 on 8/13/2024.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990ScheduleL/TotalBalanceDueAmt081989
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt01237603
IRS990/TotalEmployeeCnt039
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022853
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01413714
IRS990/TotalFunctionalExpensesGrp/TotalAmt01436567
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt052974
IRS990/TotalLiabilitiesEOYAmt030344
IRS990/TotalLiabilitiesGrp/BOYAmt052974
IRS990/TotalLiabilitiesGrp/EOYAmt030344
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0448183
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0360745
IRS990/TotalProgramServiceExpensesAmt01413714
IRS990/TotalProgramServiceRevenueAmt097658
IRS990/TotalReportableCompFromOrgAmt0239600
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0111526
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01349129
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0501157
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0391089
IRS990/TravelGrp/ProgramServicesAmt07903
IRS990/TravelGrp/TotalAmt07903
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01714 Crestmont Drive
IRS990/USAddress/CityNm0Bakersfield
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093306
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christie O'neal

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