THE CLEO INSTITUTE INC

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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

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.

Program Service Accomplishments

Program 1

Expenses: $2,151,819

THE CLEO INSTITUTE IS A 501(C)(3) NON-PROFIT, NON-PARTISAN ORGANIZATION EXCLUSIVELY DEDICATED TO CLIMATE CRISIS EDUCATION AND ADVOCACY. FOUNDED IN 2010, WE WORK WITH COMMUNITIES ACROSS FLORIDA TO...

THE CLEO INSTITUTE IS A 501(C)(3) NON-PROFIT, NON-PARTISAN ORGANIZATION EXCLUSIVELY DEDICATED TO CLIMATE CRISIS EDUCATION AND ADVOCACY. FOUNDED IN 2010, WE WORK WITH COMMUNITIES ACROSS FLORIDA TO BUILD CLIMATE LITERACY AND MOBILIZE CLIMATE ACTION FOR A SAFE, JUST, AND HEALTHY ENVIRONMENT FOR ALL. THE CLEO IS A TRUSTED LEADER WITH 14+ YEARS OF EXPERIENCE BUILDING COMMUNITY ENGAGEMENT AROUND CLIMATE ISSUES IN FLORIDA. CLEO IS RECOGNIZED BY MIAMI-DADE COUNTY & OTHERS AS THE GO-TO RESOURCE FOR CLIMATE LITERACY & EQUITY EVEN RECEIVING THE HONOR OF WHITE HOUSE CHAMPION OF THE ENVIRONMENT IN 2013. SINCE OUR FOUNDING, WE HAVE TRAINED 12 SOUTH FLORIDA MUNICIPALITIES & HUNDREDS OF ELECTED OFFICIALS, NONPROFITS, AND FOUNDATIONS ON CLIMATE JUSTICE RISKS & SOLUTIONS. OUR MAIN AREAS OF FOCUS ARE: CLIMATE EDUCATION, CLIMATE AND HEALTH, CLIMATE JUSTICE, CLIMATE POLICY AND ADVOCACY, DISASTER PREPAREDNESS AND ENERGY JUSTICE. IMPACTS REACHED OVER 14,000 PEOPLE THROUGH MORE THAN 472 TRAININGS AND COMMUNITY EVENTS. TRAINED OVER 4797 STUDENTS THROUGH IN-CLASSROOM TRAININGS, REACHED MORE THAN 850 TEACHERS, AND CONDUCTED 6 TRAININGS IN 5 CITIES FOR OUR CLEO SPEAKERS NETWORK. ENGAGED 180 ELECTED OFFICIALS ACROSS FLORIDA AND NATIONWIDE. GREW OUR GENCLEO MEMBERSHIP TO OVER 7100 MEMBERS ACROSS 9 CAMPUSES STATEWIDE MEDIA WINS OVER 60 PRESS MENTIONS REACHED 1.1 MILLION PEOPLE ON SOCIAL MEDIA & CAMPAIGNS

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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%)

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

Governance

Voting Members

Independent Members

Employees

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

$191,482

Total Directors

Key Employees

Highest Compensated

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