Claremont Graduate University

🔒

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

1925

Legal Domicile

Principal Officer

Michelle Bligh

Phone

9096218043

Tax Period

2024-07-01 to 2025-06-30

Claremont Graduate University, founded in 1925, is a mid-sized nonprofit in the Education sector that reported $71.6M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $79.8M exceeded revenue, resulting in a 11% operating deficit.

Mission

Claremont Graduate University prepares individuals to be leaders for positive change in the world. Unique in its transdisciplinary approach, the University is dedicated to the creation, dissemination, and application of new knowledge and diverse perspectives through research, practice, creative works, and community engagement.

Program Service Accomplishments

Program 1

Expenses: $64,288,541 Revenue: $61,281,583

Claremont Graduate University (the "University") is a private, nonprofit, exclusively graduate and professional RU/H research university (high research activity). Its five schools and three...

Claremont Graduate University (the "University") is a private, nonprofit, exclusively graduate and professional RU/H research university (high research activity). Its five schools and three independent departments offer Master's degrees in over 40 fields and doctoral degrees in over 20 fields. Founded in 1925, the University offers programs in the arts and humanities, social science, education, management, public health, and botany, the latter in conjunction with the Rancho Santa Ana Botanic Garden. It serves a student population of approximately 2,500. The University's mission is to prepare a diverse group of outstanding individuals to assume leadership roles in the worldwide community through research, teaching, and practice in selected fields. In carrying out its mission, the University is increasingly practice based, transdisciplinary, and student-centered.

🔒

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 $4,396,934

Program Service Revenue $61,281,583

Investment Income $3,438,664

Other Revenue $2,498,819

TOTAL REVENUE $71,616,000

Expense Breakdown

Grants Paid $14,855,146

Salaries & Benefits $39,042,267

Fundraising Expenses $1,595,967

Program Expenses $64,288,541

Other Expenses $25,864,447

TOTAL EXPENSES $79,761,860

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,616,000	$85,102,160	-0.2%
Expenses	$79,761,860	$77,892,650	+0.0%
Net Income	$-8,145,860	$7,209,510	-2.1%

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

976

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

$792,757

Total Directors

Key Employees

$331,962

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Sprott	Dean - Drucker School of Management	40.00	Highest	$407,561	$65,401	$472,962
Gregory J DeAngelo	Faculty	40.00	Highest	$362,767	$35,236	$398,003
Michelle Bligh - EVPProvost	(thru 2/25)/Inter. Pres. (as of 2/25)	40.00	Officer	$333,601	$36,604	$370,205
Jason Siegel	Faculty	40.00	Highest	$317,392	$42,273	$359,665
Stewart Donaldson	Faculty	40.00	Highest	$309,280	$36,752	$346,032
Stephen Gilliland	Faculty	40.00	Highest	$298,903	$35,880	$334,783
Kristen Andersen-Daley - VP	of Admissions and Advancement	40.00	Key Emp	$267,097	$64,865	$331,962
Mary Ann Rodriguez - Former	VP/Treasurer/CFO	0.00		$312,920	$12,674	$325,594
Leonard Jessup	Former President	0.00		$283,541	$35,457	$318,998
Patricia Andre De St Amant	Former EVP/Prov, Curr VP Strat/Faculty	40.00		$225,832	$35,287	$261,119
Mia Alonzo	Assistant VP/Controller	4.00	Officer	$0	$42,581	$244,143
Jody Waters	Interim EVP/Provost (as of 02/25)	40.00	Officer	$152,024	$17,992	$170,016
Timothy J Kirley	Interim President (thru 02/25)	40.00	Officer	$8,393	$0	$8,393
Alfred Balitzer	Trustee, Chair, Student Success	1.00	Officer Director	$0	$0	$0
Juanita Dawson - Trustee	Vice Chair, Chair Academic Affairs	1.50	Officer Director	$0	$0	$0
Jared Franz - Trustee	Chair, Investments (thru 10/24)	1.00	Officer Director	$0	$0	$0
Jeanne Holm - Trustee	Chair of the Board	1.50	Officer Director	$0	$0	$0
Mark Chapin Johnson	Trustee, Chair, Advancement	1.00	Officer Director	$0	$0	$0
Mohannad S Malas - Trustee	Chair, Facilities & Infrastructure	1.00	Officer Director	$0	$0	$0
Deron Marquez - Trustee V	Chair/Chair, Bus Finance & Invest	1.50	Officer Director	$0	$0	$0
Nancy B Rapoport - Trustee	Chair, Audit & Risk Committee	1.00	Officer Director	$0	$0	$0
Elliot H Stein Jr	Trustee, Chair, Trusteeship	1.00	Officer Director	$0	$0	$0
Carolyn Stephens - Trustee	Chair, Information Technology	1.00	Officer Director	$0	$0	$0
Ken Yamaguchi	Trustee, Chair, Strategic Planning	1.00	Officer Director	$0	$0	$0
Mukesh Aghi	Trustee	0.50	Director	$0	$0	$0
Donald P Baker	Trustee	0.50	Director	$0	$0	$0
Ann Wilson Green	Trustee (as of 05/25)	0.50	Director	$0	$0	$0
Tom Hsieh	Trustee	0.50	Director	$0	$0	$0
Terry McGann	Trustee	0.50	Director	$0	$0	$0
Prakash Mehta	Trustee	0.50	Director	$0	$0	$0
Mashi Rahmani	Trustee	0.50	Director	$0	$0	$0
Steven R Ross	Trustee	0.50	Director	$0	$0	$0
Karen Sisson	Interim CFO	40.00	Officer	$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	$71,616,000	$79,761,860	$355,930,314	$-8,145,860
2024	No data	No data	No data	No data
2023	$82,983,330	$79,663,432	$312,250,759	$3,319,898
2022	$123,282,337	$83,798,640	$299,608,354	$39,483,697
2021	$94,587,172	$78,178,908	$282,759,045	$16,408,264
2020	$87,787,422	$91,240,301	$234,154,735	$-3,452,879
2019	$77,928,205	$85,063,021	$259,027,403	$-7,134,816
2018	$88,983,385	$81,351,532	$261,080,638	$7,631,853