Nonprofit · EIN 27-3185735
CLEO INSTITUTE INC
Tax-exempt · MIAMI, FL 33133
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 (amended) | $2,589,239 | $2,761,294 | -$172,055 | $757,089 | $141,900 | $615,189 |
| December 31, 2023 | 990 | $1,909,587 | $1,896,118 | $13,469 | $800,757 | $21,416 | $779,341 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,419,173
- Program service revenue
- $94,305
- Investment income
- $69,028
- Net income from fundraising events
- $6,733
- Other revenue
- $6,733
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $169,587
- Other salaries and wages
- $1,115,041
- Salaries, compensation and benefits (total)
- $1,384,863
- Professional fundraising fees
- $0
- Occupancy
- $38,056
- Travel
- $79,146
- Program services (functional)
- $2,151,819
- Management and general (functional)
- $408,617
- Fundraising (functional)
- $200,858
Balance sheet and other
- Total assets, start of year
- $800,757
- Total assets, end of year
- $757,089
- Total liabilities, end of year
- $141,900
- Net assets, end of year
- $615,189
- Net assets without donor restrictions
- $615,189
- Gross receipts
- $2,642,578
- Employees
- 18
- Volunteers
- 470
- Year formed
- 2010
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| YOCA ARDITI-ROCHA | EXECUTIVE DI Officer | 39.58 | $189,587 | $1,895 |
| OLIVIA COLLINS | VP OF PROGRA Highest-paid employee | 39.37 | $137,000 | $2,117 |
| RAYMER MAGUIRE | DIRECTOR OF Highest-paid employee | 36.37 | $104,000 | $8,838 |
| HELEN QUINN | DIRECTOR OF Highest-paid employee | 40 | $110,000 | $0 |
| LINDSEY WOLFSON GOLDSMITH | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| JOHN MORALES | VICE PRESIDE Trustee or director, Officer | 3 | $0 | $0 |
| DR BERNARD HOROWITZ | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| EDWIN FREEDMAN | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| DANIEL DIETCH | MEMBER Trustee or director | 3 | $0 | $0 |
| DELANEY REYNOLDS | MEMBER Trustee or director | 1 | $0 | $0 |
| DEREK PIOTTER | MEMBER Trustee or director | 2 | $0 | $0 |
| CINDY LERNER | MEMBER Trustee or director | 3 | $0 | $0 |
| BRENT SAIONTZ | MEMBER Trustee or director | 2 | $0 | $0 |
| DR CHERYL HOLDER | MEMBER Trustee or director | 2 | $0 | $0 |
| LYNN LEVERETT | EMERITUS Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| YOCA ARDITI-ROCHA | EXECUTIVE DI Officer | 40 | $169,587 |
| DANIEL DIETCH | CHAIRMAN Trustee or director, Officer | 3 | $0 |
| JOHN MORALES | VICE PRESIDE Trustee or director, Officer | 3 | $0 |
| LINDSEY WOLFSON GOLDSMITH | VICE PRESIDE Trustee or director, Officer | 3 | $0 |
| EDWIN FREEDMAN | SECRETARY Trustee or director, Officer | 3 | $0 |
| DR BERNARD HOROWITZ | TREASURER Trustee or director, Officer | 5 | $0 |
| DR HAROLD WANLESS | DIRECTOR Trustee or director | 1 | $0 |
| MARIO FACELLA | DIRECTOR Trustee or director | 3 | $0 |
| DELANEY REYNOLDS | DIRECTOR Trustee or director | 1 | $0 |
| TOMAS CASTELLANOS | DIRECTOR Trustee or director | 1 | $0 |
| CINDY LERNER | DIRECTOR Trustee or director | 3 | $0 |
| BRENT SAIONTZ | DIRECTOR Trustee or director | 2 | $0 |
| DR CHERYL HOLDER | DIRECTOR Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 2937 SW 27TH AVE, MIAMI, FL 33133-3772
- Mailing address (990-N for 2011)
- 12915 SW 83rd CT, Miami FL 33156
- Principal officer (990 for 2024)
- YOCA ARDITI-ROCHA, 2103 CORAL WAY 2ND FLOOR, MIAMI, FL 33145
- Principal officer (990-N for 2011)
- Caroline Lewis, 12915 SW 83rd CT, Miami FL 33156
- Signed the 990
- YOCA ARDITI-ROCHA, EXECUTIVE DIRECTOR
- Phone
- (305) 284-0908
- Website
- www.cleoinstitute.org
- Return prepared by
- GUTIERREZ MADARIAGA CPA PA
Mission
TO EDUCATE AND EMPOWER COMMUNITIES TO DEMAND CLIMATE ACTION, ENSURING A SAFE, JUST, AND HEALTHY ENVIRONMENT FOR ALL.
Program accomplishments
- 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 & CAMPAIGNSExpenses $2,151,819
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-3185735
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C60)
- Assets (IRS master file)
- $757,089
- Income (IRS master file)
- $2,642,578
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,589,239 | $2,761,294 | $757,089 | XML |
| 990 | December 2023 | $1,909,587 | $1,896,118 | $800,757 | XML |
| 990 | December 2022 | $1,625,821 | $1,892,577 | $874,350 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: Caroline Lewis | December 31, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-3185735).
Questions about CLEO INSTITUTE INC
- What is the EIN of CLEO INSTITUTE INC?
- The employer identification number (EIN) of CLEO INSTITUTE INC is 27-3185735.
- Is CLEO INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to CLEO INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CLEO INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CLEO INSTITUTE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CLEO INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CLEO INSTITUTE INC?
- The 990 for the year ended December 31, 2024 names YOCA ARDITI-ROCHA.
- Who are the officers and directors of CLEO INSTITUTE INC?
- The 990 for the year ended December 31, 2024 lists 15 people; 4 received compensation from the organization, the highest $189,587 (YOCA ARDITI-ROCHA, EXECUTIVE DI).
- How much revenue does CLEO INSTITUTE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,589,239, expenses of $2,761,294 and total assets of $757,089 at year end.
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