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CLAREMONT INVESTMENT MANAGEMENT COMPANY

EIN 82-3028605 CLAREMONT, CA

Revenue 2023
$5,774,529
Expenses 2023
$5,774,529

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
L11
Classification
1000
Street
500 E 9TH ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • ABBOTT BROWN

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • MICHAEL LARSON

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • TINA DANIELS

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • PETER K BARKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • ROBERT A DAY

    DIRECTOR (THRU 09/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • MATTHEW FERRI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • SHAMIT GROVER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • MAR HERSHENSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JAMES B MCELWEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • HARRY T MCMAHON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • HEATHER MYERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • G JEFFREY RECORDS JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JAMES FLOYD

    PRESIDENT AND CEO

    Total calculated
    $994,307
    From this org
    $0
    From related orgs
    $888,315
    Other
    $105,992
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $612,500 related
    Bonus
    $0 + $274,615 related
    Other
    $0 + $1,200 related
    Deferred
    $0 + $58,896 related
    Nontaxable benefits
    $0 + $47,096 related
    Filer's total
    $0 + $994,307 related
  • MICHAEL DENNY

    VICE PRESIDENT AND DEPUTY CIO

    Total calculated
    $527,084
    From this org
    $0
    From related orgs
    $472,873
    Other
    $54,211
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,500 related
    Bonus
    $0 + $144,173 related
    Other
    $0 + $1,200 related
    Deferred
    $0 + $36,396 related
    Nontaxable benefits
    $0 + $17,815 related
    Filer's total
    $0 + $527,084 related
  • MATTHEW BIBBENS

    SECRETARY

    Total calculated
    $414,392
    From this org
    $0
    From related orgs
    $335,790
    Other
    $78,602
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $334,950 related
    Bonus
    $0
    Other
    $0 + $840 related
    Deferred
    $0 + $37,034 related
    Nontaxable benefits
    $0 + $41,568 related
    Filer's total
    $0 + $414,392 related
  • ERIN WATKINS

    CFO

    Total calculated
    $338,517
    From this org
    $0
    From related orgs
    $290,000
    Other
    $48,517
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $31,532 related
    Nontaxable benefits
    $0 + $16,985 related
    Filer's total
    $0 + $338,517 related
  • ANDREW DORANTES

    FORMER VICE PRESIDENT

    Total calculated
    $492,847
    From this org
    $0
    From related orgs
    $427,073
    Other
    $65,774
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,073 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $39,600 related
    Nontaxable benefits
    $0 + $26,174 related
    Filer's total
    $0 + $492,847 related

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 — 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. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $5,774,529
    Expenses
    $5,774,529
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $5,354,565
    Expenses
    $5,354,565
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2023 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility SO.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.