Crestmont Loft (EIN 452913797) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Phone

6613334096

Tax Period

2024-06-01 to 2025-05-31

Crestmont Loft, founded in 2011, is a community nonprofit in the Diseases & Disorders sector that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,237,603

Program Service Revenue $97,658

Investment Income $0

Other Revenue $13,868

TOTAL REVENUE $1,349,129

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,120,470

Fundraising Expenses $0

Program Expenses $1,413,714

Other Expenses $316,097

TOTAL EXPENSES $1,436,567

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,349,129	$1,621,064	-0.2%
Expenses	$1,436,567	$1,469,801	0.0%
Net Income	$-87,438	$151,263	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$239,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christie O'neal	Administrator	40.00	Officer	$122,200	$0	$122,200
Dirk Johnson	CEO	30.00	Officer	$117,400	$0	$117,400
Courtney Miller	President	1.00	Officer Director	$0	$0	$0
Julie O'Neal	Secretary	1.00	Officer Director	$0	$0	$0
Laura Acosta	Treasurer	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,349,129	$1,436,567	$391,089	$-87,438
2024	$1,621,064	$1,469,801	$501,157	$151,263
2023	$1,336,161	$1,327,777	$364,812	$8,384
2022	$1,166,695	$1,058,645	$356,319	$108,050
2021	$1,234,888	$947,532	$261,775	$287,356
2020	$801,299	$963,996	$103,902	$-162,697
2019	$825,616	$834,971	$86,172	$-9,355
2018	$741,613	$702,305	$95,527	$39,308

Crestmont Loft