2025-05-14T22:05:44-05:00 2024-06-30 910189318 MOSS ADAMS LLP 21700 OXNARD ST STE 300 WOODLAND HILLS CA 91367 990 2023-07-01 451171945 CLAREMONT LINCOLN UNIVERSITY CLAR 9096674400 150 W FIRST STREET CLAREMONT CA 91711 MARK MENDOZA EXECUTIVE VP / COO 9096674400 2025-05-14 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2025-05-14 2023 2025-03-06 01:10:19Z LYNN PRIDDY 150 W FIRST STREET CLAREMONT CA 91711 12615812 0 X WWW.CLAREMONTLINCOLN.EDU X 2010 CA DELIVERS AFFORDABLE, ACCESSIBLE, AND RELEVANT HIGHER EDUCATION PROGRAMS. 15 14 92 14 0 0 3501171 4631951 918599 1973169 290012 871426 80800 176161 4790582 7652707 103998 150962 0 0 2347814 5856174 0 0 0 2200563 4973136 4652375 10980272 138207 -3327565 30565993 28714050 453505 1245157 30112488 27468893 X SEE SCHEDULE O 0 0 8184546 150962 1973344 CLAREMONT LINCOLN UNIVERSITY (CLU) IS COMMITTED TO OFFERING ACCESSIBLE, INCLUSIVE, AND INNOVATIVE EDUCATION TO DIVERSE WORKING ADULTS WHO SEEK ALTERNATIVES TO TRADITIONAL UNIVERSITY MODELS. CLU OFFERS A BACHELOR'S DEGREE COMPLETION PROGRAM IN ORGANIZATIONAL LEADERSHIP, COMPLEMENTING ITS SUITE OF SIX MASTER'S DEGREES AND EIGHT GRADUATE CERTIFICATES ACROSS ESSENTIAL DISCIPLINES LIKE HEALTHCARE ADMINISTRATION, HUMAN RESOURCES, ORGANIZATIONAL LEADERSHIP AND SUSTAINABILITY LEADERSHIP. AT THE HEART OF CLU'S CURRICULUM IS THE CLAREMONT CORE, AN INTEGRATED LEADERSHIP MODEL THAT INSTILLS ETHICAL, MINDFUL, AND DIALOGUE-DRIVEN LEADERSHIP SKILLS IN ALL OUR PROGRAMS. THIS APPROACH PREPARES OUR GRADUATES TO EFFECT POSITIVE CHANGE IN THEIR COMMUNITIES AND WORKPLACES, ALIGNING WITH CLU'S MISSION TO FOSTER SOCIETAL PROGRESS THROUGH EDUCATION. 8184546 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 68 0 1 92 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MARK MENDOZA 9096674494 150 W FIRST STREET CLAREMONT CA 91711 LYNN PRIDDY PRESIDENT / CEO 40.00 X X 364037 0 43190 ANTHONY DIGIOVANNI DIRECTOR 2.00 X 5500 0 0 JAMES MANIFOLD DIRECTOR 2.00 X 5500 0 0 ROBERT WILLIAMS DIRECTOR 2.00 X 5500 0 0 JERRY CAMPBELL DIRECTOR 2.00 X 4500 0 0 STEVE CHANEN DIRECTOR 2.00 X 4000 0 0 KEITH DRAKE DIRECTOR 2.00 X 4000 0 0 MAXINE GRIFFITH DIRECTOR 2.00 X 3000 0 0 THOMAS NECHYBA DIRECTOR 2.00 X 3000 0 0 THOMAS BECKER DIRECTOR 2.00 X 2000 0 0 HENRY COLEMAN DIRECTOR 2.00 X 2000 0 0 GARY CORNIA DIRECTOR 2.00 X 2000 0 0 KATHRYN LINCOLN DIRECTOR 2.00 X 2000 0 0 JANE CAMPBELL DIRECTOR 2.00 X 0 0 0 LOURDES GERMAN DIRECTOR 2.00 X 0 0 0 MARK MENDOZA COO / CFO (FROM 5/29/24) 40.00 X 256012 0 49927 JOANNA BAUER VP FOR AA / CAO 40.00 X 237501 0 29027 NANCY BARNES CHR / RAO 40.00 X 172281 0 32025 STEPHANIE VARNON-HUGHES DIRECTOR OF CLAREMONT CORE 40.00 X 129764 0 28801 KAREN KRAKER AVP, STUDENT SERVICES 40.00 X 120900 0 21225 MANUEL DE LA TORRE DEAN OF ACADEMIC AFFAIRS 40.00 X 125576 0 16409 AMY MEDINA DIRECTOR OF BUSINESS & FINANCE 40.00 X 113467 0 24111 SEAN HAYS VP QUALITY AND EFFECTIVENESS 40.00 X 105431 0 17941 1667969 0 262656 13 0 1 0 LINKEDIN CORPORATION 62228 COLLECTIONS CENTER DRIVE CHICAGO IL 606930622 ONLINE MARKETING ADS 419974 GOOGLE LLC PO BOX 883654 LOS ANGELES CA 900883654 ONLINE MARKETING ADS 347897 META PLATFORMS INC 15161 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 ONLINE MARKETING ADS 290892 ARCHER EDUCATION INC 10975 BENSON DR SUITE 150 OVERLAND PARK KS 66210 ADVERTISING 289446 KEO MARKETING INC 141 E PALM LN STE 108 PHOENIX AZ 85004 MARKETING 112557 9 4631951 4631951 STUDENT TUITION AND FEES 611310 1973169 1973169 1973169 191919 191919 175986 0 175986 175986 175986 5642612 4963105 679507 679507 679507 OTHER INCOME 611710 175 175 175 7652707 1973344 0 1047412 X 150962 150962 1394094 626276 767818 3340720 2812643 528077 678598 503948 174650 146901 101685 45216 295861 226646 69215 303216 193806 109410 26184 3690 22494 117584 117584 100824 100824 88382 88382 1917755 1916255 1500 27877 9367 18510 404060 339410 64650 12044 577 11467 154815 83902 70913 28020 23219 4801 864002 483841 380161 214312 120015 94297 UTILITIES & FACILITIES 171572 96080 75492 DUES AND SUBSCRIPTIONS 148697 116392 32305 GRADUATION 95513 95513 DONATIONS 32311 14351 17960 265968 265968 10980272 8184546 2795726 0 3312255 2389062 1716689 1346198 750 0 14846 206182 103961 266832 21047655 4984453 16927202 16063202 8490290 8442574 30565993 28714050 453505 1245157 453505 1245157 X 30079442 27341816 33046 127077 30112488 27468893 30565993 28714050 -3327565 683970 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3420000 3420000 16848199 4241975 12606224 375612 375612 0 403844 366866 36978 16063202 X 8084891 683970 -150962 533008 7551883 100824 100824 7652707 10728486 0 10728486 100824 150962 251786 10980272 PART X, LINE 2: AS OF AUGUST 22, 2014, THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT THE UNIVERSITY IS QUALIFIED AS A TAX EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3), AND AS A PUBLIC CHARITY AS DEFINED IN IRC SECTION 170(B)(1)(A)(VI) AS OF DECEMBER 22, 2010. THE UNIVERSITY HAS APPLIED FOR AND WAS GRANTED A CHANGE IN DESIGNATION FROM A PUBLIC CHARITY TO A SCHOOL AS DEFINED IN IRC SECTION 170(B)(1)(A)(II) EFFECTIVE MARCH 15, 2018. THE IRS DETERMINATION QUALIFIED THE UNIVERSITY FOR TAX EXEMPTION THROUGH SIMILAR PROVISIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE. CONTRIBUTIONS TO THE UNIVERSITY ARE DEDUCTIBLE UNDER IRC SECTION 170 AND THE UNIVERSITY IS QUALIFIED TO RECEIVE TAX DEDUCTIBLE BEQUESTS, DEVICES, TRANSFERS, OR GIFTS UNDER IRC SECTION 2055, 2106, OR 2522. THE UNIVERSITY HAS EVALUATED ITS TAX POSITION AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE UNIVERSITY'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION, AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. THE UNIVERSITY DOES NOT ENGAGE IN ANY UNRELATED TRADE OR BUSINESS, AS SUCH, MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION. THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE UNIVERSITY FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID -150,962. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID 150,962. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATION POLICY IS PUBLISHED IN THE ACADEMIC CATALOG EACH YEAR ALONG WITH ALL BROCHURES, APPLICATION FORMS AND ADVERTISEMENTS. THE NONDISCRIMINATORY POLICY IS ALSO INCLUDED ON THE HOMEPAGE OF CLAREMONT LINCOLN'S WEBSITE AT HTTPS://WWW.CLAREMONTLINCOLN.EDU/ AND IS PUBLISHED ANNUALLY IN THE CLAREMONT COURIER. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES TITLE IV FUNDING. 1 STUDENT FINANCIAL AID 160 150962 0 PART I, LINE 2: CLAREMONT LINCOLN UNIVERSITY PROVIDES FINANCIAL ASSISTANCE TO QUALIFIED STUDENTS IN ACCORDANCE WITH GUIDELINES SET FORTH BY THE DEPARTMENT OF EDUCATION. CLU ENSURES THAT ALL STUDENTS ARE QUALIFIED TO RECEIVE SUCH ASSISTANCE. ASSISTANCE IS PROVIDED THROUGH DIRECT REDUCTION TO TUITION FOR STUDENTS. X X X 0 0 0 0 0 0 0 1 0 LYNN PRIDDY PRESIDENT / CEO 364037 0 0 0 0 0 42187 0 1003 0 407227 0 0 0 MARK MENDOZA COO / CFO (FROM 5/29/24) 236012 0 20000 0 0 0 24074 0 25853 0 305939 0 0 0 JOANNA BAUER VP FOR AA / CAO 237501 0 0 0 0 0 20247 0 8780 0 266528 0 0 0 NANCY BARNES CHR / RAO 167281 0 5000 0 0 0 17770 0 14255 0 204306 0 0 0 STEPHANIE VARNON-HUGHES DIRECTOR OF CLAREMONT CORE 129764 0 0 0 0 0 10150 0 18651 0 158565 0 0 0 PART I, LINE 7 THE ORGANIZATION AWARDED BONUSES BASED ON MERIT. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: MISSION STATEMENT CLAREMONT LINCOLN UNIVERSITY UNLOCKS THE POTENTIAL OF CURRENT AND FUTURE LEADERS WHO SEEK TO ADDRESS SIGNIFICANT SOCIAL, ECONOMIC, AND ENVIRONMENTAL CHALLENGES. VISION STATEMENT A WORLD TRANSFORMED BY ETHICAL LEADERS AND ENGAGED COMMUNITIES. CORE VALUES EXCELLENCE IN EDUCATION AND STUDENT SUCCESS BY FIERCELY SUPPORTING STUDENT SUCCESS, WE PIONEER THE FUTURE OF LEARNING AND LEADERSHIP. TO PROMOTE EXCELLENCE IN TEACHING AND LEARNING, WE CHAMPION SCHOLAR-PRACTITIONER EXPERTISE AS VITAL TO THE EFFECTIVENESS OF OUR CLAREMONT CORE AND PROGRAMS. THROUGH OUR COMMITMENT TO HIGHLY ENGAGING CURRICULA AND TEACHING, WE ENSURE THAT ACTIVE LEARNERS BECOME TRANSFORMATIVE LEADERS. CATALYSTS FOR CHANGE COMMITTING TO INNOVATIVE THINKING ABOUT THE PURPOSES AND PRACTICES OF LEARNING, WE CHAMPION OUR MISSION AND EDUCATE FOR CHANGE, FOCUSING ON ACTION AND IMPACT. RESPONDING TO CURRENT AND FUTURE CHALLENGES, WE EMBRACE NEW IDEAS AND NOVEL SOLUTIONS TO TRANSFORM THE WORLD THROUGH ETHICAL LEADERS AND ENGAGED COMMUNITIES. ETHICAL & RESPONSIBLE THROUGH MUTUAL ACCOUNTABILITY AND OWNERSHIP, WE EDUCATE AND LEAD WITH ETHICS, INTEGRITY, AND SUSTAINABLE BUSINESS PRACTICES. DEDICATED TO ACADEMIC INTEGRITY AND EQUITY, WE FOSTER MEASURED, REASONABLE, AND INTENTIONAL DIALOGUE AND COLLABORATION. DIVERSITY & INCLUSION TO SUSTAIN CLU'S DISTINCTIVENESS, WE CULTIVATE A CULTURE OF INQUIRY, INCLUSION, AND TRUST FOR ROBUST DIALOGUE AND LASTING COLLABORATION. BY VALUING DIFFERENT PERSPECTIVES, WE ENCOURAGE RICH AND EXPANSIVE ENGAGEMENT THAT LEADS TO CREATIVE, COLLECTIVE OUTCOMES. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS TWO CLASSES OF MEMBERS. CLASS A IS COMPRISED OF THE LINCOLN INSTITUTE OF LAND POLICY. CLASS B IS THE CORPORATION'S BOARD OF DIRECTORS THEN SERVING. FORM 990, PART VI, SECTION A, LINE 7A THE CLASS A MEMBER LINCOLN INSTITUTE OF LAND POLICY HAS THE EXCLUSIVE RIGHT TO APPOINT UP TO 35% OF THE CORPORATION'S DIRECTORS AND TO REMOVE ANY DIRECTOR OR FILL ANY VACANCY OF A DIRECTOR WHO WAS APPOINTED BY THE CLASS A MEMBER. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGE IN THE BYLAWS OR ARTICLES OF INCORPORATION, A DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, AND ANY VOLUNTARY DISSOLUTION OF THE CORPORATION MUST BE APPROVED BY A MAJORITY OF BOTH CLASSES OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FULL BOARD REVIEWS THE FORM 990 AND PROVIDES COMMENTARY BEFORE IT IS FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C ACCORDING TO THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, AN INTERESTED PERSON SHALL MAKE AN APPROPRIATE DISCLOSURE OF ALL MATERIAL FACTS, INCLUDING THE EXISTENCE OF ANY FINANCIAL INTEREST. AT ANY TIME THAT ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR ETHICAL QUESTION ARISES AFTER DISCLOSURE OF ALL MATERIAL FACTS AND ANY FOLLOW-UP DISCUSSION WITH THE INTERESTED PERSON WITH A POTENTIAL CONFLICT OF INTEREST, A DETERMINATION MUST BE MADE ABOUT WHETHER A MATERIAL FINANCIAL INTEREST, SELF-DEALING TRANSACTION OR OTHER KIND OF ACTUAL CONFLICT EXISTS. IF THE POTENTIAL CONFLICT IS FIRST DISCLOSED DURING A BOARD OR COMMITTEE MEETING AT WHICH THE INTERESTED PERSON WITH THE POTENTIAL CONFLICT IS IN ATTENDANCE, THE INTERESTED PERSON SHALL LEAVE THE MEETING WHILE THE DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS IS EITHER DISCUSSED AND VOTED UPON OR REFERRED FOR FURTHER CONSIDERATION. IF IT IS DETERMINED THAT AN ACTUAL CONFLICT OF INTEREST EXISTS, THE MATTER IN QUESTION CAN BE AUTHORIZED IF APPROVED BY THE VOTE DESCRIBED IN SECTION 6A AND 6B OF THE POLICY. EACH PERSON SUBJECT TO THIS POLICY SHALL ANNUALLY SIGN A STATEMENT ON THE CONFLICT OF INTEREST DISCLOSURE FORM OR SUCH OTHER FORM AS THE BOARD ADOPTS, WHICH AT A MINIMUM AFFIRMS THAT SUCH PERSON (A) HAD RECEIVED A COPY OF THE POLICY, (B) HAS READ AND UNDERSTAND THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THE UNIVERSITY IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN ADDITION, INTERESTED PERSONS SHALL MAKE AN ANNUAL DISCLOSURE OF ON-GOING RELATIONSHIPS AND INTEREST THAT MAY PRESENT A CONFLICT OF INTEREST. DISCLOSURES SHOULD ADDRESS CURRENT AFFILIATIONS, AS WELL AS PAST AFFILIATIONS FOR THE PRIOR TWO YEARS. CONFLICT OF INTEREST DISCLOSURE FORMS WILL BE SUBMITTED TO THE CHAIR PERSON OF THE BOARD OR TO THE PERSON S/HE DESIGNATES AND THE FULL BOARD APPROVES ANNUALLY, AND WHEN APPROPRIATE, AT OR PRIOR TO ACTION AND RELEVANT BUSINESS TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT, THE CHIEF OPERATING OFFICER/EXECUTIVE VICE PRESIDENT, AND VICE PRESIDENT OF ACADEMIC AND STUDENT AFFAIRS / CHIEF ACADEMIC OFFICER ARE REVIEWED BY THE BOARD AFTER THE COMPLETION OF AN INDEPENDENT COMPENSATION STUDY. THE COMPENSATION OF THE PRESIDENT IS SET BY THE BOARD. THE COO AND THE CAO COMPENSATION IS SET BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 12 MARKETING EXPENSE: IN ACCORDANCE WITH THE IRS INSTRUCTIONS RELATING TO EXPENSES TO PRODUCE PROGRAMMATIC REVENUE, ADVERTISING AND PROMOTIONAL EXPENSES HAVE BEEN CATEGORIZED AS PROGRAMMATIC ON THE FORM 990. THE ORGANIZATION UNDERTAKES EFFORTS TO INCREASE ITS OUTREACH TO FUTURE STUDENTS THROUGH A VARIETY OF EFFORTS DESIGNED TO PROMOTE THE UNIVERSITY AND ITS ACADEMIC PROGRAMS. THROUGH PROGRAMMATIC ADVERTISING AND PROMOTION, THE ORGANIZATION FURTHER PROMOTES EDUCATION BY REACHING A BROADER AUDIENCE OF POTENTIAL STUDENTS.