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← CLAREMONT INST FOR THE STUDY OF STATESMANSHIP & POLIT PHILOSOPHY

Form 990 for tax year 2023

Filed by CLAREMONT INST FOR THE STUDY OF STATESMANSHIP & POLIT PHILOSOPHY.

Totals

Total revenue
$13,153,204
Total expenses
$10,556,856
Contributions and grants received
$11,867,784
Grants paid
$126,611
Program service revenue
$537,574
Investment income
$742,596
Other revenue
$5,250
Total assets, end of year
$14,119,685
Total liabilities, end of year
$897,786
Net assets or fund balances, end of year
$13,221,899
Program services expenses (Part IX)
$7,924,994
Management and general expenses
$715,280
Fundraising expenses
$1,916,582
Program service expenses (Part III)
$7,924,994

Program services were 75.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $505,554

  • 1f · All other contributions, gifts and grants

    $11,362,230

  • 1g · Noncash contributions included above

    $4,211,545

  • 2a · Program service revenue: CONFERENCE INCOME

    total $267,600 · related or exempt $267,600

  • 2b · Program service revenue: PUBLICATIONS

    total $262,279 · related or exempt $244,642 · unrelated business $17,637

  • 2c · Program service revenue: FEES

    total $7,695 · related or exempt $7,695

  • 3 · Investment income

    total $221,671 · excluded $221,671

  • 7a · Gross sales of assets other than inventory

    securities $6,280,651

  • 7b · Less cost or other basis and sales expenses

    securities $5,759,726

  • 7c · Gain or loss

    securities $520,925

  • 7d · Net gain or loss

    total $520,925 · excluded $520,925

  • 11a · Other revenue: OTHER REVENUE

    total $5,250 · related or exempt $5,250

  • 11e · Other revenue, total

    $5,250

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $32,611 · program services $32,611

  • 2 · Grants to domestic individuals

    total $94,000 · program services $94,000

  • 5 · Compensation of officers, directors and key employees

    total $1,172,116 · program services $734,730 · management and general $247,945 · fundraising $189,441

  • 7 · Other salaries and wages

    total $2,958,850 · program services $2,282,686 · management and general $206,353 · fundraising $469,811

  • 9 · Other employee benefits

    total $511,238 · program services $411,071 · management and general $13,382 · fundraising $86,785

  • 10 · Payroll taxes

    total $295,369 · program services $218,144 · management and general $29,757 · fundraising $47,468

  • 11b · Fees: legal

    total $205,878 · program services $158,678 · management and general $26,082 · fundraising $21,118

  • 11c · Fees: accounting

    total $26,075 · management and general $26,075

  • 11e · Fees: professional fundraising services

    total $223,817 · fundraising $223,817

  • 11g · Fees: other

    total $1,464,546 · program services $1,325,452 · management and general $40,109 · fundraising $98,985

  • 12 · Advertising and promotion

    total $3,676 · program services $3,676

  • 13 · Office expenses

    total $1,039,130 · program services $530,303 · management and general $30,570 · fundraising $478,257

  • 16 · Occupancy

    total $419,535 · program services $317,728 · management and general $27,690 · fundraising $74,117

  • 17 · Travel

    total $349,588 · program services $264,342 · management and general $3,048 · fundraising $82,198

  • 19 · Conferences, conventions and meetings

    total $1,147,420 · program services $1,067,099 · management and general $6,804 · fundraising $73,517

  • 20 · Interest

    total $30,827 · management and general $30,827

  • 22 · Depreciation, depletion and amortization

    total $20,569 · program services $15,441 · management and general $1,394 · fundraising $3,734

  • 23 · Insurance

    total $81,087 · program services $60,612 · management and general $5,442 · fundraising $15,033

  • 24a · Other expenses: HONORARIA

    total $279,335 · program services $268,585 · fundraising $10,750

  • 24b · Other expenses: MEALS AND SUBSISTENCE

    total $156,614 · program services $120,162 · management and general $5,109 · fundraising $31,343

  • 24c · Other expenses: DEVELOPMENT & PHOTOGRAP

    total $19,249 · program services $17,001 · fundraising $2,248

  • 24d · Other expenses: FEES

    total $14,316 · program services $2,673 · management and general $3,683 · fundraising $7,960

  • 24e · All other expenses

    total $11,010 · management and general $11,010

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $685,993 · end of year $423,517

  • 3 · Pledges and grants receivable

    beginning of year $335,025 · end of year $2,625,554

  • 9 · Prepaid expenses and deferred charges

    beginning of year $330,985 · end of year $135,248

  • 10a · Land, buildings and equipment: cost or other basis

    $201,753

  • 10b · Land, buildings and equipment: accumulated depreciation

    $169,485

  • 10c · Land, buildings and equipment, net

    beginning of year $52,836 · end of year $32,268

  • 11 · Investments: publicly traded securities

    beginning of year $9,259,832 · end of year $10,454,049

  • 15 · Other assets

    beginning of year $959,734 · end of year $449,049

  • 17 · Accounts payable and accrued expenses

    beginning of year $280,842 · end of year $312,622

  • 19 · Deferred revenue

    beginning of year $228,015 · end of year $202,161

  • 25 · Other liabilities

    beginning of year $778,269 · end of year $383,003

  • 27 · Net assets without donor restrictions

    beginning of year $4,883,595 · end of year $6,072,237

  • 28 · Net assets with donor restrictions

    beginning of year $5,453,684 · end of year $7,149,662

Mission and programs · 2023

Mission

THE MISSION OF THE CLAREMONT INSTITUTE IS TO RESTORE THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL, PREEMINENT AUTHORITY IN OUR NATIONAL LIFE.

Activities or mission (Part I)

SEE DESCRIPTION ON PART III, LINE 1.

  • CLAREMONT REVIEW OF BOOKS - OUR FLAGSHIP QUARTERLY PUBLICATION AIMS TO REAWAKEN IN AMERICAN POLITICS A STATESMANSHIP AND CITIZENSHIP WORTHY OF ITS NOBLEST POLITICAL TRADITIONS.

    Expenses $1,836,166 · Revenue $242,888

  • EDUCATIONAL FELLOWSHIPS - SEVERAL DIFFERENT EDUCATIONAL FELLOWSHIPS ENGAGE THE NEXT GENERATION OF YOUNG PROFESSIONALS IN A LIFE-LONG STUDY OF THE PRINCIPLES OF GOVERNMENT AND THEIR APPLICATION TO TODAY'S PUBLIC POLICIES. THESE INCLUDE THE LINCOLN, JOHN MARSHALL, SPEECHWRITERS, AND SHERIFF'S FELLOWSHIPS. THE PUBLIUS FELLOWSHIPS ARE PART OF THE HENRY SALVATORI PROGRAM FOR THE AMERICAN FOUNDING AND EXPENSES FOR THAT FELLOWSHIP IS ACCOUNTED FOR THERE.

    Expenses $1,640,082 · Grants $51,950 · Revenue $8,100

  • CENTER FOR THE AMERICAN WAY OF LIFE - THE INSTITUTE'S OFFICE IN WASHINGTON, D.C. IS CHARGED WITH EDUCATING POLICY MAKERS, YOUNG PROFESSIONALS, AND INTELLECTUALS, AND FORMULATING A NEW POLICY FOR THE EMERGING NEW RIGHT.

    Expenses $1,539,794

  • THE HENRY SALVATORI PROGRAM FOR THE AMERICAN FOUNDING AND SALVATORI PRIZE IN THE AMERICAN FOUNDING ARE ENDOWED BY THE LATE HENRY SALVATORI. THE ACTIVITIES OF THE THE HENRY SALVATORI PROGRAM FOR THE AMERICAN FOUNDING INCLUDE THE WORK OF OUR SALVATORI RESEARCH FELLOW IN THE AMERICAN FOUNDING AND OUR PUBLIUS FELLOWSHIP FOR RECENT COLLEGE GRADUATES. THE SALVATORI PRIZE IS GIVEN ANNUALLY TO A MAN OR WOMAN WHO HAS DISTINGUISHED HIMSELF OR HERSELF BY AN UNDERSTANDING OF, AND ACTIONS TAKEN TO PRESERVE AND FOSTER, THE PRINCIPLES UPON WHICH THE UNITED STATES WAS BUILT.

    Expenses $817,213 · Grants $44,000 · Revenue $9,500

  • THE AMERICAN MIND IS OUR ONLINE PUBLICATION DEDICATED APPLYING THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL, PREEMINENT AUTHORITY IN OUR NATIONAL LIFE.

    Expenses $791,901

  • THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE SUPPORTS THE FILING OF LEGAL BRIEFS ADVANCING THE JURISPRUDENCE OF THE CONSTITUTION AND THE FOUNDING. IT SUPPORTS CONSTITUTIONAL LITIGATION. IT ALSO EDUCATES THE PUBLIC ON KEY MATTERS OF CONSTITUTIONAL LAW.

    Expenses $334,694

  • STRATEGIC COMMUNICATION PROFESSIONALS WORK TO PROMOTE OURMESSAGE TO POLICYMAKERS, OPINION LEADERS AND THE GENERAL PUBLIC THROUGH WEBSITES, EVENTS ANDTHE MEDIA.

    Expenses $222,392

  • OTHER EDUCATIONAL PROGRAMS INCLUDE THE CONFERENCES, EVENTS, PUBLICATIONS, THE AMERICAN MILITARY PROJECT, THE TELOS PROGRAM, AND MORE.

    Expenses $742,752 · Grants $30,661 · Revenue $264,699

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ryan P Williams

    PRESIDENT AND DIRECTOR

    Total calculated
    $255,820
    From this org
    $232,940
    From related orgs
    $0
    Other
    $22,880
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,940
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $22,880
    Filer's total
    $255,820

  • Dr Charles Kesler

    DIRECTOR, CRB EDITOR

    Total calculated
    $226,877
    From this org
    $226,877
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $226,877
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $226,877

  • Dr John Eastman

    DIRECTOR, SENIOR FELLOW

    Total calculated
    $155,096
    From this org
    $128,003
    From related orgs
    $0
    Other
    $27,093
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $128,003
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $27,093
    Filer's total
    $155,096

  • Dr Chris Flannery

    DIRECTOR, CONTRIBUTING EDITOR

    Total calculated
    $120,297
    From this org
    $96,822
    From related orgs
    $0
    Other
    $23,475
    Hours/week
    40

  • Dr John Marini

    DIRECTOR, SENIOR FELLOW

    Total calculated
    $7,500
    From this org
    $7,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Dr Larry P Arnn

    DIRECTOR, VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Keith Carlson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Roy E Crummer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Robert Curry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Edward J Erler

    DIRECTOR, SENIOR FELLOW

    Total calculated
    $0
    Hours/week
    1

  • Joel H Farkas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James E Higgins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian T Kennedy

    DIRECTOR, SENIOR FELLOW

    Total calculated
    $0
    Hours/week
    1

  • Thomas D Klingenstein

    DIRECTOR, CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Dr Larry G Mattson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Nelson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bruce C Sanborn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Thomas West

    DIRECTOR, SENIOR FELLOW

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Michael Malone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert H Gransden Jr

    CFO

    Total calculated
    $200,355
    From this org
    $154,386
    From related orgs
    $0
    Other
    $45,969
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,386
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $45,969
    Filer's total
    $200,355

  • Daniel Palm

    CORP SECRETARY(UNTIL 11/07/23)

    Total calculated
    $4,291
    From this org
    $4,291
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Christine Barton

    VICE PRESIDENT OF OP & ADM

    Total calculated
    $191,783
    From this org
    $177,377
    From related orgs
    $0
    Other
    $14,406
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,377
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $14,406
    Filer's total
    $191,783

  • Arthur Milikh

    EXECUTIVE DIRECTOR

    Total calculated
    $221,947
    From this org
    $197,544
    From related orgs
    $0
    Other
    $24,403
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,544
    Bonus
    $35,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $24,403
    Filer's total
    $221,947

  • Lanisha Almaraz

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $175,955
    From this org
    $150,287
    From related orgs
    $0
    Other
    $25,668
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,287
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $25,668
    Filer's total
    $175,955

  • Christopher Caldwell

    CONTRIBUTING EDITOR

    Total calculated
    $196,984
    From this org
    $153,980
    From related orgs
    $0
    Other
    $43,004
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,980
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $43,004
    Filer's total
    $196,984

  • James Poulos

    SENIOR EDITOR

    Total calculated
    $173,102
    From this org
    $155,610
    From related orgs
    $0
    Other
    $17,492
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,610
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $17,492
    Filer's total
    $173,102

  • Michael Anton

    SENIOR FELLOW

    Total calculated
    $182,096
    From this org
    $164,282
    From related orgs
    $0
    Other
    $17,814
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,282
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $17,814
    Filer's total
    $182,096

  • William Voegeli

    SENIOR EDITOR

    Total calculated
    $161,399
    From this org
    $144,776
    From related orgs
    $0
    Other
    $16,623
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,776
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,623
    Filer's total
    $161,399

  • Elizabeth Haney

    DIR OF MAJOR GIFTS

    Total calculated
    $152,050
    From this org
    $138,957
    From related orgs
    $0
    Other
    $13,093
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $118,957
    Bonus
    $20,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,093
    Filer's total
    $152,050

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Housing allowance or residence for personal use
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE ORGANIZATION PROVIDES SPOUSE/COMPANION TRAVEL IN RARE INSTANCES WHEN IT IS ADVANTAGEOUS TO THE ORGANIZATION FOR THAT SPOUSE/COMPANION TO BE PRESENT AT AN EVENT OR MEETING. THE ORGANIZATION PROVIDES FIRST CLASS TRAVEL IN RARE INSTANCES WHEN IT IS ADVANTAGEOUS TO THE ORGANIZATION OR UNUSUAL AMOUNTS OF TRAVEL ARE REQUESTED OF THE RELEVANT PERSONNEL. HOUSING ALLOWANCE IS GIVEN TO THE PRESIDENT AS PART OF HIS COMPENSATION. THIS WAS APPROVED BY THE BOARD'S COMPENSATION COMMITTEE.
PART I, LINE 7
PERFORMANCE BONUS PAYMENT OF $35,000 TO ARTHUR MILIKH

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
22 April 2025
IRS schema version
2023v6.0
Source object
202541129349301354

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