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Claremont Investment Fund

  • Claremont, CA
  • Tax-exempt since April 2018
  • EIN: 82-3049880

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Nonmonetary Support N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$62.1M (2023)

Expenses
$4.12M (2023)

Total Assets
$1.77B (2023)

Total Liabilities
$408M (2023)

Source: Form 990 tax filings from 2017 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$62,107,132
Expenses
$4,115,795
Net Income
$57,991,337
Net Assets
$1,359,681,213
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $17,640,354
28.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $44,466,778
71.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,767,485,221
Total Liabilities $407,804,008
Net Assets $1,359,681,213
Compensation
Key Employees and Officers Compensation Related Other
James Floyd (President And Ceo) $0 $753,750 $84,608
Andrew Dorantes (Former Vice President) $0 $410,137 $92,852
Michael Denny (Vice President) $0 $382,500 $72,306
Matthew Bibbens (Secretary) $0 $350,087 $71,296
Erin Watkins (Cfo) $0 $286,000 $45,711
Rossi A Russell (Chair) $0 $0 $0
John Shrewsberry (Vice Chair) $0 $0 $0
Abbott Brown (Director) $0 $0 $0
Matthew Ferri (Director) $0 $0 $0
Shamit Grover (Director) $0 $0 $0
Harry T Mcmahon (Director) $0 $0 $0
David G Mgrublian (Director) $0 $0 $0
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Document Links

990
Filed on May 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$132,286,956
Expenses
$4,227,733
Net Income
$128,059,223
Net Assets
$1,327,893,290
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $16,155,187
12.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $116,131,769
87.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,763,508,924
Total Liabilities $435,615,634
Net Assets $1,327,893,290
Compensation
Key Employees and Officers Compensation Related Other
James Floyd (President And Ceo) $0 $678,478 $78,612
Andrew Dorantes (Vice President) $0 $375,630 $94,390
Matthew Bibbens (Secretary And General Counsel) $0 $320,623 $56,276
Michael Denny (Vice President) $0 $305,000 $48,193
Erin Watkins (Treasurer) $0 $225,000 $44,383
Rossi A Russell (Chairman) $0 $0 $0
Abbott Brown (Director) $0 $0 $0
Shamit Grover (Director) $0 $0 $0
E David Hetz (Director) $0 $0 $0
Harry T Mcmahon (Director) $0 $0 $0
David G Mgrublian (Director) $0 $0 $0
Matthew Ferri (Director) $0 $0 $0
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Document Links

990
Filed on May 12, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,169,442
Expenses
$3,401,082
Net Income
$25,768,360
Net Assets
$1,376,207,612
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $9,713,640
33.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,455,802
66.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,889,154,822
Total Liabilities $512,947,210
Net Assets $1,376,207,612
Compensation
Key Employees and Officers Compensation Related Other
Rossi A Russell (Chairman) $0 $0 $0
Abbott Brown (Director) $0 $0 $0
Shamit Grover (Director) $0 $0 $0
E David Hetz (Director) $0 $0 $0
Harry T Mcmahon (Director) $0 $0 $0
David G Mgrublian (Director) $0 $0 $0
Matthew Ferri (Director) $0 $0 $0
James Floyd (President And Ceo) $0 $467,380 $80,023
Matthew Bibbens (Secretary And General Counsel) $0 $310,500 $51,071
Michael Denny (Vice President) $0 $242,690 $44,872
Erin Watkins (Treasurer) $0 $208,484 $39,945
Andrew Dorantes (Vice President) $0 $350,499 $92,839
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Document Links

990
Filed on May 16, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,350,354
Expenses
$2,717,053
Net Income
$27,633,301
Net Assets
$978,255,166
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4,390,083
14.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $25,960,271
85.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,354,913,943
Total Liabilities $376,658,777
Net Assets $978,255,166
Compensation
Key Employees and Officers Compensation Related Other
James Floyd (President And Ceo) $0 $491,063 $88,511
Matthew Bibbens (Secretary And General Counsel) $0 $330,600 $84,834
Michael Denny (Vice President) $0 $235,653 $47,253
Erin Watkins (Treasurer) $0 $236,653 $42,944
Andrew Dorantes (Vice President) $0 $343,315 $56,566
Robin Aspinall Thru 0618 (Former Treasurer) $0 $272,907 $0
Rossi A Russell (Chairman) $0 $0 $0
Abbott Brown (Trustee) $0 $0 $0
Shamit Grover (Trustee) $0 $0 $0
E David Hetz (Trustee) $0 $0 $0
Harry T Mcmahon (Trustee) $0 $0 $0
David G Mgrublian (Trustee) $0 $0 $0
Matthew Ferri (Trustee) $0 $0 $0
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Document Links

990
Filed on May 17, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,288,976
Expenses
$2,411,825
Net Income
$16,877,151
Net Assets
$903,853,157
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,992,989
15.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,295,987
84.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,232,311,698
Total Liabilities $328,458,541
Net Assets $903,853,157
Compensation
Key Employees and Officers Compensation Related Other
Rossi A Russell (Chairman) $0 $0 $0
Abbott Brown (Trustee) $0 $0 $0
Shamit Grover (Trustee) $0 $0 $0
E David Hetz (Trustee) $0 $0 $0
David G Mgrublian (Trustee) $0 $0 $0
Harry T Mcmahon (Trustee) $0 $0 $0
Scott Smallwood (Trustee) $0 $0 $0
James Floyd (President And Ceo) $0 $439,465 $68,040
Matthew Bibbens (Secretary And General Coun) $0 $311,783 $67,282
Michael Denny (Vice President) $0 $222,704 $44,090
Andrew Dorantes (Vice President) $0 $330,390 $55,932
Erin Watkins (Treasurer) $0 $181,883 $40,235
Robin Aspinall Thru 0618 (Former Treasurer) $0 $375,181 $23,055
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Document Links

990
Filed on June 9, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$1,000
Expenses
$0
Net Income
$1,000
Net Assets
$1,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $1,000
Total Liabilities $0
Net Assets $1,000
Compensation
Key Employees and Officers Compensation Other
Rossi Russell (Chair, Director) $0 $0
Abbott Brown (Director) $0 $0
Shamit Grover (Director) $0 $0
E David Hetz (Director) $0 $0
David Mgrublian (Director) $0 $0
Harry Mcmahon (Director) $0 $0
Scott Smallwood (Director) $0 $0
James Floyd (President And Ceo) $0 $0
Robin Aspinall (Treasurer (Thru 6/2018)) $0 $0
Matthew Bibbens (Secretary And General Counsel) $0 $0
Michael Denny (Vice President) $0 $0
Andrew Dorantes (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 13, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $1
Total Liabilities $0
Net Assets $1

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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