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CLAREMONT INVESTMENT FUND

EIN 82-3049880 CLAREMONT, CA

Revenue 2024
$96,041,180
Expenses 2024
$4,883,523

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B19
Classification
1200
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 · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • JOHN SHEWSBERRY

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • RJ ROMERO

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1
  • ABBOTT BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MATTHEW FERRI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • DAVID G MGRUBLIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • TYLER MINGST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • KEN VALACH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • JAMES FLOYD

    PRESIDENT AND CEO

    Total calculated
    $1,393,195
    From this org
    $0
    From related orgs
    $1,266,825
    Other
    $126,370
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $640,625 related
    Bonus
    $0 + $625,000 related
    Other
    $0 + $1,200 related
    Deferred
    $0 + $61,028 related
    Nontaxable benefits
    $0 + $65,342 related
    Filer's total
    $0 + $1,393,195 related
  • MICHAEL DENNY

    VICE PRESIDENT (THRU 01/25)

    Total calculated
    $761,480
    From this org
    $0
    From related orgs
    $693,700
    Other
    $67,780
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,500 related
    Bonus
    $0 + $340,000 related
    Other
    $0 + $1,200 related
    Deferred
    $0 + $50,528 related
    Nontaxable benefits
    $0 + $17,252 related
    Filer's total
    $0 + $761,480 related
  • MATTHEW BIBBENS

    SECRETARY

    Total calculated
    $438,815
    From this org
    $0
    From related orgs
    $345,839
    Other
    $92,976
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $344,999 related
    Bonus
    $0
    Other
    $0 + $840 related
    Deferred
    $0 + $38,080 related
    Nontaxable benefits
    $0 + $54,896 related
    Filer's total
    $0 + $438,815 related
  • TRISTAN GERBER

    INVESTMENT OFFICER

    Total calculated
    $403,942
    From this org
    $0
    From related orgs
    $356,250
    Other
    $47,692
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,500 related
    Bonus
    $0 + $138,750 related
    Other
    $0
    Deferred
    $0 + $38,028 related
    Nontaxable benefits
    $0 + $9,664 related
    Filer's total
    $0 + $403,942 related
  • ERIN WATKINS

    CFO (THRU 12/24)

    Total calculated
    $349,025
    From this org
    $0
    From related orgs
    $300,000
    Other
    $49,025
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $32,595 related
    Nontaxable benefits
    $0 + $16,430 related
    Filer's total
    $0 + $349,025 related
  • ANDREW DORANTES

    FORMER VICE PRESIDENT

    Total calculated
    $518,345
    From this org
    $0
    From related orgs
    $447,496
    Other
    $70,849
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,496 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $41,400 related
    Nontaxable benefits
    $0 + $29,449 related
    Filer's total
    $0 + $518,345 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

  • 2024
    Revenue
    $96,041,180
    Expenses
    $4,883,523
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $65,980,198
    Expenses
    $4,435,989
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $62,107,132
    Expenses
    $4,115,795
    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.

Other returns filed

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

Nonprofiteer parses the Form 990 only. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

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 2024 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.