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Nonprofiteer
← CLEO INSTITUTE INC

Form 990 for tax year 2022

Filed by CLEO INSTITUTE INC.

Totals

Total revenue
$1,625,821
Total expenses
$1,892,577
Contributions and grants received
$1,592,643
Grants paid
$36,884
Program service revenue
$21,841
Investment income
$3,365
Other revenue
$7,972
Total assets, end of year
$874,350
Total liabilities, end of year
$114,630
Net assets or fund balances, end of year
$759,720
Program services expenses (Part IX)
$1,451,359
Management and general expenses
$315,808
Fundraising expenses
$125,410
Program service expenses (Part III)
$1,451,359

Program services were 76.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,592,643

  • 2a · Program service revenue: CONSULTING SERVICE FEES

    total $21,841 · related or exempt $21,841

  • 3 · Investment income

    total $3,365 · excluded $3,365

  • 8a · Fundraising events: gross income

    $41,580

  • 8b · Fundraising events: direct expenses

    $33,608

  • 8c · Net income from fundraising events

    total $7,972

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $36,884 · program services $36,884

  • 5 · Compensation of officers, directors and key employees

    total $177,667 · program services $142,134 · management and general $35,533

  • 7 · Other salaries and wages

    total $789,541 · program services $631,632 · management and general $157,909

  • 10 · Payroll taxes

    total $73,135 · program services $58,508 · management and general $14,627

  • 11g · Fees: other

    total $124,578 · program services $124,578

  • 12 · Advertising and promotion

    total $313,526 · program services $188,116 · fundraising $125,410

  • 13 · Office expenses

    total $84,307 · management and general $84,307

  • 16 · Occupancy

    total $47,878 · program services $33,513 · management and general $14,365

  • 17 · Travel

    total $46,230 · program services $46,230

  • 23 · Insurance

    total $45,328 · program services $36,261 · management and general $9,067

  • 24a · Other expenses: PROGRAM ACTIVITIES

    total $153,503 · program services $153,503

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,140,552 · end of year $157,797

  • 3 · Pledges and grants receivable

    beginning of year $22,500 · end of year $5,000

  • 11 · Investments: publicly traded securities

    end of year $711,553

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,977 · end of year $18,797

  • 25 · Other liabilities

    beginning of year $138,784 · end of year $95,833

  • 27 · Net assets without donor restrictions

    beginning of year $1,018,291 · end of year $759,720

Mission and programs · 2022

Mission

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

  • 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 13+ 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. LAST YEAR, IN 2022, THROUGH OUR PROGRAMMING ACROSS THE STATE, WE TRAINED MORE THAN 4000 PARTICIPANTS IN 125 TRAININGS. THROUGH COLLABORATIONS, PROJECTS, PANELS AND SPEAKING ENGAGEMENTS, WE ENGAGED MORE THAN 7000 PEOPLE ACROSS THE STATE. OUR YOUTH ADVOCACY MOVEMENT HAS 400+ STUDENT MEMBERS WITH CHAPTERS IN 14 HIGH SCHOOLS AND 6 COLLEGES IN FLORIDA ALONE. AND IN 2022, WE REACHED MORE THAN 417 MILLION PEOPLE WORLDWIDE WITH OUR FLORIDA, STATE OF EMERGENCY CAMPAIGN THAT HELPED DRIVE STATE & NATIONAL CONVERSATIONS ON FLORIDAS URGENT CLIMATE ISSUES.

    Expenses $1,451,359 · Grants $36,884

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Yocamille Arditi-Rocha

    EXECUTIVE DI

    Total calculated
    $177,667
    From this org
    $177,667
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $177,667
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $177,667
  • Daniel Dietch

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    4
  • John Morales

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1
  • Lindsey Wolfson Goldsmith

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    3
  • Edwin Freedman

    SECRETARY

    Total calculated
    $0
    Hours/week
    4
  • Dr Bernard Horowitz

    TREASURER

    Total calculated
    $0
    Hours/week
    4
  • Dr Harold Wanless

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mario Facella

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Delaney Reynolds

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Tomas Castellanos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Cindy Lerner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Brent Saiontz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr Cheryl Holder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
17 October 2023
IRS schema version
2022v5.0
Source object
202343029349300314

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