BEducationEIN: 823049880· Ruling Year: 2018

Claremont Investment Fund

Claremont, California

A-Health Score
79A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 73 peers in Education with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org330.36×
Peer Median9.48×
💰
$62.1M
Total Revenue
📊
$4.1M
Total Expenses
🏦
$1.4B
Net Assets
📋
$407.8M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-53.1%
Year-over-year change (2022 → 2023)
Net Margin
+93.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
330.36
Net assets divided by total expenses
Liabilities-to-Assets
23.1%
Total liabilities as % of total assets

Filing History

7 filings on record
YearRevenueExpensesAssets
2023$62,107,13253%$4,115,7953%$1,767,485,221
2022$132,286,956354%$4,227,73324%$1,763,508,9247%
2021$29,169,4424%$3,401,08225%$1,889,154,82239%
2020$30,350,35457%$2,717,05313%$1,354,913,94310%
2019$19,288,9761928798%$2,411,825$1,232,311,698123231070%
2018$1,000$0$1,00099900%
2017$0$0$1

Frequently Asked Questions

What does Claremont Investment Fund do?

Claremont Investment Fund is a education nonprofit organization based in California. It is classified under NTEE code B19 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Claremont Investment Fund financially healthy?

Based on our 9-metric Financial Health Score model, Claremont Investment Fund has a score of 79/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Claremont Investment Fund generate?

Claremont Investment Fund reports $66.0M in annual revenue and holds $2.0B in total assets, based on IRS filings.

Similar Organizations

Explore more organizations in the Education category, or browse all nonprofits in California.