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← CLEO INSTITUTE INC

Form 990 for tax year 2024

Filed by CLEO INSTITUTE INC.

What the amendment changed

Compared with the return it replaced , filed 6 October 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$2,589,239
Total expenses
$2,761,294
Contributions and grants received
$2,419,173
Grants paid
$0
Program services expenses (Part IX)
$2,151,819
Management and general expenses
$408,617
Fundraising expenses
$200,858
Program service expenses (Part III)
$2,151,819

Program services were 77.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LINDSEY WOLFSON GOLDSMITH

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • JOHN MORALES

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    3

  • DR BERNARD HOROWITZ

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • EDWIN FREEDMAN

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • DANIEL DIETCH

    MEMBER

    Total calculated
    $0
    Hours/week
    3

  • DELANEY REYNOLDS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEREK PIOTTER

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CINDY LERNER

    MEMBER

    Total calculated
    $0
    Hours/week
    3

  • BRENT SAIONTZ

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DR CHERYL HOLDER

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LYNN LEVERETT

    EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • YOCA ARDITI-ROCHA

    EXECUTIVE DI

    Total calculated
    $191,482
    From this org
    $189,587
    From related orgs
    $1,895
    Other
    $0
    Hours/week
    39.58 + 0.42 related

    Schedule J breakdown matched by us

    Base
    $169,587 + $1,895 related
    Bonus
    $20,000
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $189,587 + $1,895 related

  • OLIVIA COLLINS

    VP OF PROGRA

    Total calculated
    $139,117
    From this org
    $137,000
    From related orgs
    $2,117
    Other
    $0
    Hours/week
    39.37 + 0.63 related

  • HELEN QUINN

    DIRECTOR OF

    Total calculated
    $110,000
    From this org
    $110,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • RAYMER MAGUIRE

    DIRECTOR OF

    Total calculated
    $112,838
    From this org
    $104,000
    From related orgs
    $8,838
    Other
    $0
    Hours/week
    36.37 + 3.3 related

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 — 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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
25 November 2025
IRS schema version
2024v5.0
Source object
202513379349300606

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