Nonprofit · EIN 82-3028605
CLAREMONT INVESTMENT MANAGEMENT COMPANY
Tax-exempt · CLAREMONT, CA 91711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,401,779 | $6,401,779 | $0 | $1,000 | $0 | $1,000 |
| June 30, 2024 | 990 | $5,774,529 | $5,774,529 | $0 | $1,000 | $0 | $1,000 |
| June 30, 2023 | 990 | $5,354,565 | $5,354,565 | $0 | $1,000 | $0 | $1,000 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,401,779
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $6,401,779
Balance sheet and other
- Total assets, start of year
- $1,000
- Total assets, end of year
- $1,000
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,000
- Net assets without donor restrictions
- $1,000
- Gross receipts
- $6,401,779
- Employees
- 0
- Volunteers
- 13
- Year formed
- 2017
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES FLOYD | PRESIDENT AND CEO Officer | 40 | $0 | $1,266,825 | $126,370 |
| MICHAEL DENNY | VICE PRESIDENT AND DEPUTY CIO Officer | 40 | $0 | $693,700 | $67,780 |
| ANDREW DORANTES | FORMER VICE PRESIDENT Former | 0 | $0 | $447,496 | $70,849 |
| MATTHEW BIBBENS | SECRETARY Officer | 1 | $0 | $345,839 | $92,976 |
| TRISTAN GERBER | INVESTMENT OFFICER Officer | 40 | $0 | $356,250 | $47,692 |
| ERIN WATKINS | CFO Officer | 40 | $0 | $300,000 | $49,025 |
| ABBOTT BROWN | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL LARSON | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TINA DANIELS | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TODD BARKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW FERRI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHAMIT GROVER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK HERCHENSON | DIRECTOR (THRU 12/24) Trustee or director | 1 | $0 | $0 | $0 |
| JAMES B MCELWEE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HARRY T MCMAHON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID MGRUBLIAN | DIRECTOR Trustee or director | 1 | $0 |
| TYLER MINGST | DIRECTOR Trustee or director | 1 | $0 |
| HEATHER MYERS | DIRECTOR Trustee or director | 1 | $0 |
| G JEFFREY RECORDS JR | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES FLOYD | PRESIDENT AND CEO Officer | 40 | $0 | $888,315 | $105,992 |
| MICHAEL DENNY | VICE PRESIDENT AND DEPUTY CIO Officer | 40 | $0 | $472,873 | $54,211 |
| ANDREW DORANTES | FORMER VICE PRESIDENT Former | 0 | $0 | $427,073 | $65,774 |
| MATTHEW BIBBENS | SECRETARY Officer | 1 | $0 | $335,790 | $78,602 |
| ERIN WATKINS | CFO Officer | 1 | $0 | $290,000 | $48,517 |
| ABBOTT BROWN | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL LARSON | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TINA DANIELS | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PETER K BARKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT A DAY | DIRECTOR (THRU 09/23) Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW FERRI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHAMIT GROVER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MAR HERSHENSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES B MCELWEE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HARRY T MCMAHON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HEATHER MYERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| G JEFFREY RECORDS JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES FLOYD | PRESIDENT AND CEO Officer | 40 | $0 | $753,750 | $84,608 |
| ANDREW DORANTES | FORMER VICE PRESIDENT Former | 0 | $0 | $410,137 | $92,852 |
| MICHAEL DENNY | VICE PRESIDENT AND DEPUTY CIO Officer | 40 | $0 | $382,500 | $72,306 |
| MATTHEW BIBBENS | SECRETARY Officer | 1 | $0 | $350,087 | $71,296 |
| ERIN WATKINS | CFO Officer | 1 | $0 | $286,000 | $45,711 |
| ABBOTT BROWN | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL LARSON | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TINA DANIELS | VICE-CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| PETER K BARKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT A DAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW FERRI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHAMIT GROVER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MAR HERSHENSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES B MCELWEE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HARRY T MCMAHON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| G JEFFREY RECORDS JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTOPHER V WALKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 500 E 9TH ST, CLAREMONT, CA 91711-5929
- Principal officer (990 for 2024)
- CLEMENTE JIMENEZ, 500 EAST 9TH STREET, CLAREMONT, CA 91711
- Signed the 990
- CLEMENTE JIMENEZ, CHIEF OPERATING & FINANCIAL OFFICER
- Phone
- (909) 621-8230
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 82-3028605 or by the name CLAREMONT INVESTMENT MANAGEMENT COMPANY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO MANAGE AND INVEST THE ENDOWMENT AND OTHER FUNDS OF THE SUPPORTED ORGANIZATIONS.
Program accomplishments
- MANAGEMENT OF INVESTMENT ENDOWMENT AND OTHER FUNDS OF SUPPORTED ORGANIZATIONS.Expenses $6,401,779 · revenue $6,401,779
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 82-3028605
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2018
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L11)
- Assets (IRS master file)
- $1,000
- Income (IRS master file)
- $6,401,779
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,401,779 | $6,401,779 | $1,000 | IRS |
| 990 | June 2024 | $5,774,529 | $5,774,529 | $1,000 | IRS |
| 990 | June 2023 | $5,354,565 | $5,354,565 | $1,000 | XML |
| 990 | June 2022 | $5,574,100 | $5,574,100 | $1,000 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-3028605).
Questions about CLAREMONT INVESTMENT MANAGEMENT COMPANY
- What is the EIN of CLAREMONT INVESTMENT MANAGEMENT COMPANY?
- The employer identification number (EIN) of CLAREMONT INVESTMENT MANAGEMENT COMPANY is 82-3028605.
- Is CLAREMONT INVESTMENT MANAGEMENT COMPANY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to CLAREMONT INVESTMENT MANAGEMENT COMPANY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does CLAREMONT INVESTMENT MANAGEMENT COMPANY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CLAREMONT INVESTMENT MANAGEMENT COMPANY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CLAREMONT INVESTMENT MANAGEMENT COMPANY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CLAREMONT INVESTMENT MANAGEMENT COMPANY?
- The 990 for the year ended June 30, 2025 names CLEMENTE JIMENEZ.
- Who are the officers and directors of CLAREMONT INVESTMENT MANAGEMENT COMPANY?
- The 990 for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does CLAREMONT INVESTMENT MANAGEMENT COMPANY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,401,779, expenses of $6,401,779 and total assets of $1,000 at year end.
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- HEH HOUSING SOLUTIONS INC EIN 99-3855564 · last filed 990-N for 2025
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- SCRIPPS COLLEGE EIN 95-1664123 · last filed 990 for 2025
- HARVEY MUDD COLLEGE EIN 95-1911219 · last filed 990 for 2025
All nonprofits in CLAREMONT · California · Housing and shelter