CLAREMONT INVESTMENT FUND (EIN 823049880) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

CLEMENTE JIMENEZ

Phone

9096218230

Tax Period

2024-07-01 to 2025-06-30

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.

Mission

CLAREMONT INVESTMENT FUND WAS ORGANIZED TO HOLD AND MANAGE THE ENDOWMENT ASSETS OF CLAREMONT MCKENNA COLLEGE AND THOSE MEMBERS OF THE CLAREMONT COLLEGES THAT MAY BE APPROVED BY THE COLLEGE'S BOARD OF DIRECTORS FROM TIME TO TIME.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $96,041,180

Other Revenue $0

TOTAL REVENUE $96,041,180

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,883,523

TOTAL EXPENSES $4,883,523

Year-over-Year Comparison

	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%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$3,346,457

Total Directors

Key Employees

Highest Compensated

reported

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

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	$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

CLAREMONT INVESTMENT FUND