2026-04-30T18:47:03-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 6320 CANOGA AVENUE 17TH FLOOR WOODLAND HILLS CA 91367 990 2024-07-01 451171945 CLAREMONT LINCOLN UNIVERSITY CLAR 9096674400 150 W FIRST STREET CLAREMONT CA 91711 MARK MENDOZA COO/CFO 9096674400 2026-04-29 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2024 2025-03-06 01:10:19Z LYNN PRIDDY 150 W FIRST STREET CLAREMONT CA 91711 18228338 0 X WWW.CLAREMONTLINCOLN.EDU X 2010 CA DELIVERS AFFORDABLE, ACCESSIBLE, AND RELEVANT HIGHER EDUCATION PROGRAMS. 18 14 91 14 0 0 4631951 10010153 1973169 2551691 871426 1500665 176161 1162522 7652707 15225031 150962 148397 0 0 5856174 6976146 0 0 0 4973136 6921313 10980272 14045856 -3327565 1179175 28714050 31762535 1245157 3651960 27468893 28110575 X SEE SCHEDULE O 0 0 9060225 148397 3549863 CLAREMONT LINCOLN UNIVERSITY (CLU) IS COMMITTED TO ACCESSIBLE, INCLUSIVE, AND INNOVATIVE EDUCATION FOR WORKING ADULTS SEEKING ALTERNATIVES TO TRADITIONAL UNIVERSITY MODELS. CLU OFFERS A BACHELOR'S DEGREE COMPLETION PROGRAM IN ORGANIZATIONAL LEADERSHIP, ALONGSIDE SIX MASTER'S DEGREES AND EIGHT GRADUATE CERTIFICATES IN FIELDS LIKE LAND POLICY, HEALTHCARE ADMINISTRATION, HUMAN RESOURCES, ORGANIZATIONAL LEADERSHIP, AND SUSTAINABILITY LEADERSHIP. AT THE CORE IS THE CLAREMONT CORE, AN INTEGRATED MODEL THAT BUILDS ETHICAL, MINDFUL, AND DIALOGUE-DRIVEN LEADERSHIP SKILLS. THIS PREPARES GRADUATES TO CREATE POSITIVE CHANGE IN THEIR COMMUNITIES AND WORKPLACES, ADVANCING CLU'S MISSION TO FOSTER SOCIETAL PROGRESS THROUGH EDUCATION. 9060225 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 57 0 1 91 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 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 403410 0 53121 THOMAS BECKER DIRECTOR 1.20 X 10000 0 0 HENRY COLEMAN DIRECTOR 1.20 X 10000 0 0 ANTHONY DIGIOVANNI DIRECTOR 1.20 X 10000 0 0 JAMES MANIFOLD DIRECTOR 1.20 X 10000 0 0 THOMAS NECHYBA DIRECTOR 1.20 X 10000 0 0 GARY CORNIA DIRECTOR 1.00 X 9500 0 0 KATHRYN LINCOLN DIRECTOR 1.00 X 5000 0 0 JERRY CAMPBELL DIRECTOR 1.00 X 4000 0 0 STEVE CHANEN DIRECTOR 1.00 X 4000 0 0 KEITH DRAKE DIRECTOR 1.00 X 4000 0 0 MAXINE GRIFFITH DIRECTOR 1.00 X 4000 0 0 ROBERT WILLIAMS DIRECTOR 1.00 X 1000 0 0 JANE CAMPBELL DIRECTOR 0.20 X 500 0 0 PATRICK FORD DIRECTOR 1.00 X 0 0 0 SARA HENSLEY DIRECTOR 1.00 X 0 0 0 RACHEL JOHNSON DIRECTOR 1.00 X 0 0 0 TIMOTHY SANDOVAL DIRECTOR 1.00 X 0 0 0 MARK MENDOZA COO / CFO 40.00 X 284272 0 68447 JOANNA BAUER EXECUTIVE VP AND CAO 40.00 X 289004 0 59989 ANNE TURNER EXECUTIVE DIRECTOR & DEAN OF NOVEL PROGRAMS 40.00 X 244017 0 39090 NANCY BARNES SENIOR LEGAL REGULATORY, & COMPLIANCE OFFICER 40.00 X 167941 0 39160 STEPHANIE VARNON-HUGHES EXECUTIVE DEAN OF ACADEMIC AFFAIRS 40.00 X 145440 0 29237 AMY MEDINA DIRECTOR OF BUSINESS & FINANCE 40.00 X 119780 0 41321 MANUEL DE LA TORRE DEAN OF ACADEMIC AFFAIRS 40.00 X 132015 0 28726 SEAN HAYS VP QUALITY AND EFFECTIVENESS 40.00 X 127617 0 27924 1995496 0 387015 14 0 1 0 GOOGLE LLC PO BOX 883654 LOS ANGELES CA 900883654 ONLINE MARKETING ADS 457320 ARCHER EDUCATION INC 10975 BENSON DRIVE STE 150 OVERLAND PARK KS 66210 ADVERTISING 382578 VMA COMMUNICATIONS INC 243 OBERLIN AVENUE CLAREMONT CA 91711 MARKETING CAMPAIGNS 344875 LINKEDIN CORPORATION 62228 COLLECTIONS CENTER DRIVE CHICAGO IL 606930622 ONLINE MARKETING ADS 305073 EDUTRST LLC 1801 ROYSTER ROAD LEXINGTON KY 40516 LEAD GENERATION SERVICES 175000 8 10010153 10010153 STUDENT TUITION AND FEES 611310 2551691 2551691 2551691 157576 157576 164350 0 164350 164350 164350 4346396 3003307 1343089 1343089 1343089 SETTLEMENT FEES 611710 734572 734572 OTHER REVENUE 611710 200000 200000 BUILDING INTEREST INCOME 611710 39329 39329 24271 24271 998172 15225031 3549863 0 1665015 X 148397 148397 1538194 954963 583231 4091854 3336005 755849 411556 234660 176896 583767 336987 246780 350775 282716 68059 407412 199274 208138 36579 4257 32322 94420 94420 33056 33056 2223287 2223287 24364 12543 11821 380418 5121 375297 167645 167645 884365 847833 36532 33923 15595 18328 816978 816978 241513 241513 DUES AND SUBSCRIPTIONS 219734 184257 35477 BAD DEBT EXPENSE 175910 175910 UTILITIES & FACILITIES 158465 134696 23769 STATE AUTHORIZATION 60420 60420 962824 79214 883610 14045856 9060225 4985631 0 2389062 1915683 1346198 7308216 206182 10932 266832 254967 21047655 5801431 16063202 15246224 8442574 7026513 28714050 31762535 1245157 3651960 1245157 3651960 X 27341816 28093407 127077 17168 27468893 28110575 28714050 31762535 1179175 -537493 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3420000 3420000 16848199 5021975 11826224 375612 375612 0 403844 403844 0 15246224 X 14506085 -537493 -148397 -685890 15191975 33056 33056 15225031 13864403 0 13864403 33056 148397 181453 14045856 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 -148,397. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID 148,397. 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/. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES TITLE IV FUNDING FOR ELIGIBLE STUDENTS. 1 STUDENT FINANCIAL AID 189 148397 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 403410 0 0 0 0 0 51750 0 1371 0 456531 0 0 0 MARK MENDOZA COO / CFO 249272 0 35000 0 0 0 43320 0 25127 0 352719 0 0 0 JOANNA BAUER EXECUTIVE VP AND CAO 254004 0 35000 0 0 0 43320 0 16669 0 348993 0 0 0 ANNE TURNER EXECUTIVE DIRECTOR & DEAN OF NOVEL PROGRAMS 224017 0 20000 0 0 0 21961 0 17129 0 283107 0 0 0 NANCY BARNES SENIOR LEGAL REGULATORY, & COMPLIANCE OFFICER 167941 0 0 0 0 0 22697 0 16463 0 207101 0 0 0 STEPHANIE VARNON-HUGHES EXECUTIVE DEAN OF ACADEMIC AFFAIRS 130440 0 15000 0 0 0 4413 0 24824 0 174677 0 0 0 AMY MEDINA DIRECTOR OF BUSINESS & FINANCE 119780 0 0 0 0 0 16524 0 24797 0 161101 0 0 0 MANUEL DE LA TORRE DEAN OF ACADEMIC AFFAIRS 132015 0 0 0 0 0 19815 0 8911 0 160741 0 0 0 SEAN HAYS VP QUALITY AND EFFECTIVENESS 127617 0 0 0 0 0 19053 0 8871 0 155541 0 0 0 PART I, LINE 7 THE ORGANIZATION AWARDED BONUSES BASED ON MERIT. FORM 990, PART III, LINE 1 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. 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/CHIEF FINANCIAL OFFICER, 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.