CLAREMONT INVESTMENT MANAGEMENT CO… - Form 990 Financial Data

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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

2017

Legal Domicile

Principal Officer

ERIN WATKINS

Phone

9096218230

Tax Period

2023-07-01 to 2024-06-30

CLAREMONT INVESTMENT MANAGEMENT COMPANY, founded in 2017, is a community nonprofit in the Housing & Shelter sector that reported $5.8M in total revenue in fiscal year 2023.

Mission

TO MANAGE AND INVEST THE ENDOWMENT AND OTHER FUNDS OF THE SUPPORTED ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $5,774,529 Revenue: $5,774,529

MANAGEMENT OF INVESTMENT ENDOWMENT AND OTHER FUNDS OF SUPPORTED ORGANIZATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,774,529

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,774,529

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,774,529

Other Expenses $5,774,529

TOTAL EXPENSES $5,774,529

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,774,529	$5,354,565	+0.1%
Expenses	$5,774,529	$5,354,565	+0.1%
Net Income	$0	$0	N/A

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

N/A

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

$2,274,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ABBOTT BROWN	CO-CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL LARSON	CO-CHAIR	1.00	Officer Director	$0	$0	$0
TINA DANIELS	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
PETER K BARKER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT A DAY	DIRECTOR (THRU 09/23)	1.00	Director	$0	$0	$0
MATTHEW FERRI	DIRECTOR	1.00	Director	$0	$0	$0
SHAMIT GROVER	DIRECTOR	1.00	Director	$0	$0	$0
MAR HERSHENSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES B MCELWEE	DIRECTOR	1.00	Director	$0	$0	$0
HARRY T MCMAHON	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER MYERS	DIRECTOR	1.00	Director	$0	$0	$0
G JEFFREY RECORDS JR	DIRECTOR	1.00	Director	$0	$0	$0
JAMES FLOYD	PRESIDENT AND CEO	40.00	Officer	$0	$105,992	$994,307
MICHAEL DENNY	VICE PRESIDENT AND DEPUTY CIO	40.00	Officer	$0	$54,211	$527,084
MATTHEW BIBBENS	SECRETARY	1.00	Officer	$0	$78,602	$414,392
ERIN WATKINS	CFO	1.00	Officer	$0	$48,517	$338,517
ANDREW DORANTES	FORMER VICE PRESIDENT	0.00		$0	$65,774	$492,847

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	No data	No data	No data	No data
2024	$5,774,529	$5,774,529	$1,000	No data
2023	$5,354,565	$5,354,565	$1,000	No data
2022	$5,574,100	$5,574,100	$1,000	No data
2021	$4,500,473	$4,500,473	$1,000	No data
2020	$3,676,693	$3,676,693	$1,000	No data
2019	$3,351,091	$3,351,091	$1,000	No data

CLAREMONT INVESTMENT MANAGEMENT COMPANY