Claremont Graduate University (EIN 951664100) - 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

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

A private, independent, nonprofit institution of higher learning that is a high research activity university awarding master's and doctoral degrees within its five schools and three independent departments.

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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 (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

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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

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

Claremont Graduate University