CLAREMONT LEWIS MUSEUM OF ART (EIN 562482095) - 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

2004

Legal Domicile

Principal Officer

RAE ROTTMAN

Phone

9096213200

Tax Period

2025-01-01 to 2025-12-31

CLAREMONT LEWIS MUSEUM OF ART, founded in 2004, is a small nonprofit in the Arts, Culture & Humanities sector that reported $400K in total revenue in fiscal year 2025. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $565K exceeded revenue, resulting in a 41% operating deficit.

Mission

THE CLAREMONT LEWIS MUSEUM OF ART (CLMA) CELEBRATES THE COMMUNITY'S RICH ARTISTIC HISTORY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $273,021

Program Service Revenue $42,036

Investment Income $43,905

Other Revenue $41,289

TOTAL REVENUE $400,251

Expense Breakdown

Grants Paid $0

Salaries & Benefits $278,653

Fundraising Expenses $19,072

Program Expenses $388,443

Other Expenses $285,948

TOTAL EXPENSES $564,601

Year-over-Year Comparison

	2025	2024	Change
Revenue	$400,251	$770,672	-0.5%
Expenses	$564,601	$491,991	+0.1%
Net Income	$-164,350	$278,681	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN ZIMMERMAN	PRESIDENT	10.00	Officer Director	$0	$0	$0
SHERI NAGEL	VICE PRESIDENT	6.00	Officer Director	$0	$0	$0
RAE ROTTMAN	TREASURER	15.00	Officer Director	$0	$0	$0
EMILY MOULTRIE	SECRETARY	10.00	Officer Director	$0	$0	$0
SUSAN ALLEN	ACQUISITIONS CHAIR	2.00	Director	$0	$0	$0
JULIET KANE	MEMBERSHIP CHAIR	2.00	Director	$0	$0	$0
CATHERINE MCINTOSH	EXHIBIT CHAIR	14.00	Director	$0	$0	$0
VALERIE MARTINEZ	DIRECTOR	12.00	Director	$0	$0	$0
BARBARA ASHWORTH	DIRECTOR	6.00	Director	$0	$0	$0
MARY LIVESAY	DIRECTOR	2.00	Director	$0	$0	$0
PAIGE WHEELER BROWNLIE	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL KOTZEN	DIRECTOR	1.00	Director	$0	$0	$0
LINDA MOORE	DIRECTOR	1.00	Director	$0	$0	$0
LAURA VERBAL	DIRECTOR	3.00	Director	$0	$0	$0
RICHARD WATKINS	DIRECTOR	8.00	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	$400,251	$564,601	$1,909,325	$-164,350
2024	$770,672	$491,991	$1,980,408	$278,681
2023	$407,824	$400,062	$1,634,049	$7,762
2022	$1,341,338	$302,189	$1,590,499	$1,039,149
2021	$289,079	$195,695	$519,676	$93,384
2020	$150,200	$121,243	$424,859	$28,957
2019	$239,587	$185,409	$395,660	$54,178

CLAREMONT LEWIS MUSEUM OF ART