CLAREMONT, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)CLAREMONT INVESTMENT FUND, founded in 2017, is a mid-sized nonprofit in the Education sector that reported $96.0M in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $91.2M, a strong 95% operating margin.
CLAREMONT INVESTMENT FUND (THE "FUND") WAS ORGANIZED TO HOLD AND MANAGE THE ENDOWMENT ASSETS OF CLAREMONT MCKENNA COLLEGE (THE "COLLEGE") AND THOSE MEMBERS OF THE CLAREMONT COLLEGES THAT MAY BE APPROVED BY THE COLLEGE'S BOARD OF DIRECTORS FROM TIME TO TIME. THE FUND'S BROAD OBJECTIVE IS TO PRESERVE AND ENHANCE ITS REAL (INFLATION-ADJUSTED) PURCHASING POWER WHILE PROVIDING A RELATIVELY PREDICTABLE, STABLE, AND CONSTANT (IN REAL TERMS) STREAM OF EARNINGS CONSISTENT WITH THE SPENDING NEEDS OF THE COLLEGE AND PARTICIPATING MEMBERS OF THE CLAREMONT COLLEGES. THE FUND IS AN AFFILIATE OF CLAREMONT MCKENNA COLLEGE.
MANAGEMENT OF ENDOWMENT INVESTMENT ASSETS FOR CLAREMONT MCKENNA COLLEGE, HARVEY MUDD COLLEGE AND THE CLAREMONT COLLEGES, INC.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $96,041,180 | $65,980,198 | +0.5% |
| Expenses | $4,883,523 | $4,435,989 | +0.1% |
| Net Income | $91,157,657 | $61,544,209 | +0.5% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JOHN SHEWSBERRY | CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| RJ ROMERO | VICE-CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| ABBOTT BROWN | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MATTHEW FERRI | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DAVID G MGRUBLIAN | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| TYLER MINGST | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KEN VALACH | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JAMES FLOYD | PRESIDENT AND CEO | 1.00 |
Officer
|
$0 | $126,370 | $1,393,195 |
| MICHAEL DENNY | VICE PRESIDENT (THRU 01/25) | 1.00 |
Officer
|
$0 | $67,780 | $761,480 |
| MATTHEW BIBBENS | SECRETARY | 1.00 |
Officer
|
$0 | $92,976 | $438,815 |
| TRISTAN GERBER | INVESTMENT OFFICER | 1.00 |
Officer
|
$0 | $47,692 | $403,942 |
| ERIN WATKINS | CFO (THRU 12/24) | 1.00 |
Officer
|
$0 | $49,025 | $349,025 |
| ANDREW DORANTES | FORMER VICE PRESIDENT | 0.00 |
|
$0 | $70,849 | $518,345 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $96,041,180 | $4,883,523 | $2,189,577,689 | $91,157,657 |
| 2024 | No data | No data | No data | No data |
| 2023 | $62,107,132 | $4,115,795 | $1,767,485,221 | $57,991,337 |
| 2022 | $132,286,956 | $4,227,733 | $1,763,508,924 | $128,059,223 |
| 2021 | $29,169,442 | $3,401,082 | $1,889,154,822 | $25,768,360 |
| 2020 | $30,350,354 | $2,717,053 | $1,354,913,943 | $27,633,301 |
| 2019 | $19,288,976 | $2,411,825 | $1,232,311,698 | $16,877,151 |
Compare CLAREMONT INVESTMENT FUND with other nonprofits in California and across the country.