Totals
- Total revenue
- $82,983,330
- Total expenses
- $79,663,432
- Contributions and grants received
- $20,440,002
- Grants paid
- $14,094,079
- Program service revenue
- $54,059,331
- Investment income
- $6,392,079
- Other revenue
- $2,091,918
- Total assets, end of year
- $312,250,759
- Total liabilities, end of year
- $56,233,142
- Net assets or fund balances, end of year
- $256,017,617
- Program services expenses (Part IX)
- $64,437,992
- Management and general expenses
- $13,577,137
- Fundraising expenses
- $1,648,303
- Program service expenses (Part III)
- $64,437,992
Program services were 80.9% 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.
-
1f · All other contributions, gifts and grants
$20,440,002
-
1g · Noncash contributions included above
$209,595
-
2a · Program service revenue: Tuition and fees
total $47,475,423 · related or exempt $47,475,423
-
2b · Program service revenue: Fed grants & contracts
total $2,904,044 · related or exempt $2,904,044
-
2c · Program service revenue: Conference Revenue
total $1,584,332 · related or exempt $1,584,332
-
2d · Program service revenue: Private Contract
total $1,531,903 · related or exempt $1,531,903
-
2e · Program service revenue: Auxiliary services
total $295,040 · related or exempt $295,040
-
2f · All other program service revenue
total $268,589 · related or exempt $268,589
-
3 · Investment income
total $14,024,543 · excluded $14,024,543
-
5 · Royalties
total $189,711 · excluded $189,711
-
6a · Gross rents
real property $291,187
-
6b · Less rental expenses
real property $92,105
-
6c · Rental income or loss
real property $199,082
-
6d · Net rental income or loss
total $199,082 · excluded $199,082
-
7a · Gross sales of assets other than inventory
securities $51,416,959 · other assets $166,714
-
7b · Less cost or other basis and sales expenses
securities $59,171,899 · other assets $44,238
-
7c · Gain or loss
securities -$7,754,940 · other assets $122,476
-
7d · Net gain or loss
total -$7,632,464 · excluded -$7,632,464
-
11a · Other revenue: Other sources
total $1,685,050 · excluded $1,685,050
-
11b · Other revenue: Transcript Fees
total $18,075 · excluded $18,075
-
11e · Other revenue, total
$1,703,125
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $14,094,079 · program services $14,094,079
-
5 · Compensation of officers, directors and key employees
total $2,078,310 · program services $1,050,939 · management and general $562,239 · fundraising $465,132
-
6 · Compensation of disqualified persons
total $263,410 · program services $263,410
-
7 · Other salaries and wages
total $31,965,399 · program services $28,169,811 · management and general $3,121,449 · fundraising $674,139
-
8 · Pension plan contributions
total $1,411,822 · program services $1,033,020 · management and general $319,417 · fundraising $59,385
-
9 · Other employee benefits
total $2,372,900 · program services $2,000,902 · management and general $305,069 · fundraising $66,929
-
10 · Payroll taxes
total $2,099,306 · program services $1,508,437 · management and general $479,051 · fundraising $111,818
-
11a · Fees: management
total $200,412 · program services $173,876 · management and general $26,536
-
11b · Fees: legal
total $247,959 · program services $124,851 · management and general $123,108
-
11c · Fees: accounting
total $254,437 · program services $47,775 · management and general $206,662
-
11f · Fees: investment management
total $491,757 · management and general $491,757
-
11g · Fees: other
total $3,235,117 · program services $2,812,392 · management and general $384,944 · fundraising $37,781
-
12 · Advertising and promotion
total $1,026,486 · program services $422,390 · management and general $563,298 · fundraising $40,798
-
13 · Office expenses
total $1,038,147 · program services $494,742 · management and general $518,823 · fundraising $24,582
-
14 · Information technology
total $1,387,374 · program services $358,632 · management and general $1,006,309 · fundraising $22,433
-
16 · Occupancy
total $3,312,245 · program services $1,943,142 · management and general $1,300,880 · fundraising $68,223
-
17 · Travel
total $715,772 · program services $696,429 · management and general $17,955 · fundraising $1,388
-
19 · Conferences, conventions and meetings
total $614,230 · program services $516,517 · management and general $87,435 · fundraising $10,278
-
20 · Interest
total $1,971,967 · program services $1,425,732 · management and general $516,462 · fundraising $29,773
-
22 · Depreciation, depletion and amortization
total $2,083,885 · program services $1,699,612 · management and general $369,355 · fundraising $14,918
-
23 · Insurance
total $405,262 · program services -$29,349 · management and general $435,808 · fundraising -$1,197
-
24a · Other expenses: Payments to Affiliates
total $5,455,066 · program services $2,724,632 · management and general $2,714,789 · fundraising $15,645
-
24b · Other expenses: Books
total $60,785 · program services $60,555 · management and general $230 · fundraising $0
-
24c · Other expenses: Non-Capital Equipment
total $15,162 · program services $8,231 · management and general $5,619 · fundraising $1,312
-
24e · All other expenses
total $2,862,143 · program services $2,837,235 · management and general $19,942 · fundraising $4,966
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,392,351 · end of year $5,813,516
-
2 · Savings and temporary cash investments
beginning of year $2,580,057 · end of year $1,625,086
-
3 · Pledges and grants receivable
beginning of year $38,463,200 · end of year $42,935,313
-
4 · Accounts receivable
beginning of year $3,472,792 · end of year $3,835,088
-
9 · Prepaid expenses and deferred charges
beginning of year $226,403 · end of year $134,148
-
10a · Land, buildings and equipment: cost or other basis
$96,233,943
-
10b · Land, buildings and equipment: accumulated depreciation
$36,375,461
-
10c · Land, buildings and equipment, net
beginning of year $58,252,980 · end of year $59,858,482
-
11 · Investments: publicly traded securities
beginning of year $152,432,044 · end of year $157,541,005
-
12 · Investments: other securities
beginning of year $40,469,402 · end of year $40,234,413
-
13 · Investments: program-related
beginning of year $319,125 · end of year $273,708
-
17 · Accounts payable and accrued expenses
beginning of year $7,097,997 · end of year $4,885,252
-
19 · Deferred revenue
beginning of year $5,383,687 · end of year $4,679,629
-
20 · Tax-exempt bond liabilities
beginning of year $33,281,764 · end of year $33,297,046
-
23 · Secured mortgages and notes payable
beginning of year $4,820,000 · end of year $6,320,000
-
24 · Unsecured notes and loans payable
beginning of year $2,063,954 · end of year $1,914,627
-
25 · Other liabilities
beginning of year $4,670,179 · end of year $5,136,588
-
27 · Net assets without donor restrictions
beginning of year $19,643,281 · end of year $17,735,092
-
28 · Net assets with donor restrictions
beginning of year $222,647,492 · end of year $238,282,525
Mission and programs · 2022
Mission
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.
Activities or mission (Part I)
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.
-
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 2,000. 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.
Expenses $64,437,992 · Grants $14,094,079 · Revenue $54,059,331
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Len Jessup
President
- Total calculated
- $616,521
- From this org
- $534,698
- From related orgs
- $0
- Other
- $81,823
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $479,991
- Bonus
- $50,000
- Other
- $4,707
- Deferred
- $51,460
- Nontaxable benefits
- $30,363
- Filer's total
- $616,521
-
David Sprott
Dean
- Total calculated
- $454,319
- From this org
- $389,146
- From related orgs
- $0
- Other
- $65,173
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $377,296
- Bonus
- $0
- Other
- $11,850
- Deferred
- $21,460
- Nontaxable benefits
- $43,713
- Filer's total
- $454,319
-
Bernard Jaworski
Faculty
- Total calculated
- $405,733
- From this org
- $377,815
- From related orgs
- $0
- Other
- $27,918
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $377,815
- Bonus
- $0
- Other
- $0
- Deferred
- $19,742
- Nontaxable benefits
- $8,176
- Filer's total
- $405,733
-
Gregory J DeAngelo
Faculty
- Total calculated
- $352,773
- From this org
- $309,057
- From related orgs
- $0
- Other
- $43,716
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $309,057
- Bonus
- $0
- Other
- $0
- Deferred
- $13,028
- Nontaxable benefits
- $30,688
- Filer's total
- $352,773
-
Patricia Andre De St Amant
EVP/Provost (thru 6/30/22)/Faculty
- Total calculated
- $342,201
- From this org
- $298,626
- From related orgs
- $0
- Other
- $43,575
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $261,126
- Bonus
- $37,500
- Other
- $0
- Deferred
- $18,984
- Nontaxable benefits
- $24,591
- Filer's total
- $342,201
-
Stewart Donaldson
Faculty
- Total calculated
- $335,768
- From this org
- $301,981
- From related orgs
- $0
- Other
- $33,787
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $301,981
- Bonus
- $0
- Other
- $0
- Deferred
- $17,447
- Nontaxable benefits
- $16,340
- Filer's total
- $335,768
-
Stephen Gilliland
Faculty
- Total calculated
- $322,908
- From this org
- $295,160
- From related orgs
- $0
- Other
- $27,748
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $295,160
- Bonus
- $0
- Other
- $0
- Deferred
- $19,356
- Nontaxable benefits
- $8,392
- Filer's total
- $322,908
-
Mary Ann Rodriguez
Vice President/Treasurer/CFO
- Total calculated
- $293,537
- From this org
- $272,941
- From related orgs
- $0
- Other
- $20,596
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $246,603
- Bonus
- $238
- Other
- $26,100
- Deferred
- $16,853
- Nontaxable benefits
- $3,743
- Filer's total
- $293,537
-
Kristen Andersen Daly
Vice President of Advancement
- Total calculated
- $276,775
- From this org
- $216,979
- From related orgs
- $0
- Other
- $59,796
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $216,979
- Bonus
- $0
- Other
- $0
- Deferred
- $15,305
- Nontaxable benefits
- $44,491
- Filer's total
- $276,775
-
Jacob Adams
Faculty/Former President
- Total calculated
- $263,089
- From this org
- $219,209
- From related orgs
- $0
- Other
- $43,880
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $219,209
- Bonus
- $0
- Other
- $0
- Deferred
- $14,983
- Nontaxable benefits
- $28,897
- Filer's total
- $263,089
-
Michelle Bligh
Interim EVP & Provost
- Total calculated
- $261,314
- From this org
- $237,756
- From related orgs
- $0
- Other
- $23,558
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $237,756
- Bonus
- $0
- Other
- $0
- Deferred
- $16,057
- Nontaxable benefits
- $7,501
- Filer's total
- $261,314
-
Mia Alonzo
Controller
- Total calculated
- $241,337
- From this org
- $0
- From related orgs
- $183,403
- Other
- $57,934
- Hours/week
- 4 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $177,443 related
- Bonus
- $0 + $5,000 related
- Other
- $0 + $960 related
- Deferred
- $0 + $31,372 related
- Nontaxable benefits
- $0 + $26,562 related
- Filer's total
- $0 + $241,337 related
-
Chris Armstrong
Secretary of the Board
- Total calculated
- $78,022
- From this org
- $56,363
- From related orgs
- $0
- Other
- $21,659
- Hours/week
- 40
-
Timothy J Kirley
Trustee, Chair
- Total calculated
- $0
- Hours/week
- 1.5 + 1 related
-
Donald P Baker
Trustee, V. Chair/Chair Student Succ
- Total calculated
- $0
- Hours/week
- 2
-
Lorenzo di Bonaventura
Trustee, Chair, Advancement
- Total calculated
- $0
- Hours/week
- 1
-
Rudolph I Estrada
Trustee, Chair, Strategic Planning
- Total calculated
- $0
- Hours/week
- 1
-
Jeanne Holm
Trustee, Chair, Academic Affairs
- Total calculated
- $0
- Hours/week
- 1
-
Mohannad S Malas
Truastee, Chair, Fac./Infrastructure
- Total calculated
- $0
- Hours/week
- 1
-
Deron Marquez
Trustee, Chair, Business & Finance
- Total calculated
- $0
- Hours/week
- 1
-
Vanessa Okwuraiwe
Trustee, Chair, Investments
- Total calculated
- $0
- Hours/week
- 1
-
Elliot H Stein Jr
Trustee, Chair, Trusteeship
- Total calculated
- $0
- Hours/week
- 1
-
Carolyn Stephens
Trustee, Chair, Info Technology
- Total calculated
- $0
- Hours/week
- 1
-
Larry Taylor
Trustee, Chair, Audit
- Total calculated
- $0
- Hours/week
- 1
-
Beverly P Ryder
Trustee, Vice Chair
- Total calculated
- $0
- Hours/week
- 1.5
-
Mukesh Aghi
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Martin Basuki Hartono
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Alfred Balitzer
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Juanita Dawson
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Jared Franz
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Tom Hsieh
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark Chapin Johnson
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael J Johnston
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Terry McGann
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Prakash Mehta
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Mashi Rahmani
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Nancy B Rapoport
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Steven R Ross
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Nancy Staudt
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Gary Stiffelman
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Marshall W Taylor
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Geoffrey P Wharton
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Ken Yamaguchi
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
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 · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Compensation survey or study
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 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
- Housing is provided for the President as a condition of employment for the convenience of the University. The President's written contract includes monthly dues for one social club membership for the purpose of conducting college business. They are included in taxable compensation.
- Part I, Line 4b
- CGU established a nonqualified deferred compensation plan under section 457(f) of the Internal Revenue Code for the President's benefit. CGU shall credit the 457(f) Plan with $30,000 per year at the end of each year of employment service from the President. Amounts will be unvested and will be contingent upon the completion by the President of five years of active employment service in the position of President in compliance with the agreement.
- Part I, Line 7
- Len Jessup, Mary Ann Rodriguez, and Patricia Andre De St. Amant received non-fixed bonus/incentive compensation payments for 2022 reported on Schedule J, Part II, Column B (ii).
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
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Provide academic and business services · CA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
CGU Student Housing LLC
Student Housing · CA · income $0 · assets $0
Directly controlled by CGU
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
Charitable Remainder Trusts (4)
Holdings · CA · controlled entity
Directly controlled by Claremont Graduate University
-
Pooled Income Funds (1)
Holdings · CA · controlled entity
Directly controlled by Claremont Graduate University
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431349349308953
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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