THE CLEO INSTITUTE INC

EIN: 273185735 501(c)(3) Environment

MIAMI, FL

Total Revenue
$2,589,239
Total Expenses
$2,761,294
Total Assets
$757,089
Net Assets
$615,189
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
FL
Principal Officer
YOCA ARDITI-ROCHA
Phone
3052840908
Tax Period
2024-01-01 to 2024-12-31

THE CLEO INSTITUTE INC, founded in 2010, is a community nonprofit in the Environment sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

TO EDUCATE AND EMPOWER COMMUNITIES TO DEMAND CLIMATE ACTION, ENSURING A SAFE, JUST, AND HEALTHY ENVIRONMENT FOR ALL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,419,173
Program Service Revenue $94,305
Investment Income $69,028
Other Revenue $6,733
TOTAL REVENUE $2,589,239

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,384,863
Fundraising Expenses $200,858
Program Expenses $2,151,819
Other Expenses $1,376,431
TOTAL EXPENSES $2,761,294

Year-over-Year Comparison

2024 2023 Change
Revenue $2,589,239 $1,909,587 +0.4%
Expenses $2,761,294 $1,896,118 +0.5%
Net Income $-172,055 $13,469 -13.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
18
Volunteers
470

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✓ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$191,482
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LINDSEY WOLFSON GOLDSMITH PRESIDENT 3.00
Officer Director
$0 $0 $0
JOHN MORALES VICE PRESIDE 3.00
Officer Director
$0 $0 $0
DR BERNARD HOROWITZ TREASURER 5.00
Officer Director
$0 $0 $0
EDWIN FREEDMAN SECRETARY 3.00
Officer Director
$0 $0 $0
DANIEL DIETCH MEMBER 3.00
Director
$0 $0 $0
DELANEY REYNOLDS MEMBER 1.00
Director
$0 $0 $0
DEREK PIOTTER MEMBER 2.00
Director
$0 $0 $0
CINDY LERNER MEMBER 3.00
Director
$0 $0 $0
BRENT SAIONTZ MEMBER 2.00
Director
$0 $0 $0
DR CHERYL HOLDER MEMBER 2.00
Director
$0 $0 $0
LYNN LEVERETT EMERITUS 1.00
Director
$0 $0 $0
YOCA ARDITI-ROCHA EXECUTIVE DI 39.58
Officer
$189,587 $0 $191,482
OLIVIA COLLINS VP OF PROGRA 39.37
Highest
$137,000 $0 $139,117
HELEN QUINN DIRECTOR OF 40.00
Highest
$110,000 $0 $110,000
RAYMER MAGUIRE DIRECTOR OF 36.37
Highest
$104,000 $0 $112,838
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $2,589,239 $2,761,294 $757,089 $-172,055
2024 $2,589,239 $2,761,294 $757,089 $-172,055
2023 $1,909,587 $1,896,118 $800,757 $13,469
2022 $1,625,821 $1,892,577 $874,350 $-266,756
2021 $1,445,897 $1,261,591 $1,163,052 $184,306
2020 $1,160,457 $1,253,839 $956,360 $-93,382
2019 $1,289,781 $615,412 $928,804 $674,369
2018 $669,913 $497,043 $252,998 $172,870
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