CLEO Institute Inc.
CLEO Institute Inc.
Miami FL | IRS ruling year: 2010 | EIN: 27-3185735
Organization Mission
TO EDUCATE AND EMPOWER COMMUNITIES TO DEMAND CLIMATE ACTION ENSURING THE SAFE, JUST, AND HEALTHY ENVIRONMENT FOR ALL.
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Miami FL | IRS ruling year: 2010 | EIN: 27-3185735
Organization Mission
TO EDUCATE AND EMPOWER COMMUNITIES TO DEMAND CLIMATE ACTION ENSURING THE SAFE, JUST, AND HEALTHY ENVIRONMENT FOR ALL.
Great
This charity's score is 93%, earning it a Four-Star rating. If this organization aligns with your passions and values, you can give with confidence.
This overall score is calculated from multiple beacon scores, weighted as follows: 90% Accountability & Finance, 10% Leadership & Adaptability. Learn more about our criteria and methodology.
We recognize that not all metrics and beacons equally predict a charity’s success. The percentage each beacon contributes to the organization’s overall rating depends on the number of beacons an organization has earned.
Use the tool below to select different beacons to see how the weighting shifts when only one, two, or three beacons are earned.
Charity Navigator's ratings previously did not consider Leadership & Adaptability, Culture & Community, or Impact & Results. The historic rating mainly reflects a version of today’s Accountability and Finance score. More information on our previous rating methodologies can be found on our rating methodology page.
Rating histories are available for a growing number of rated organizations. Check back later to see if this organization has a rating history!
Score
Most Recent Fiscal Year:
FY 2021
This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.
Learn more
Industry professionals strongly recommend an independent governing body to allow for full deliberation and diversity of thinking on governance and other organizational matters. We check to see that a majority of board members are identified as independent on their tax form.
Source: IRS Form 990
Industry professionals strongly recommend an independent governing body to allow for full deliberation and diversity of thinking on governance and other organizational matters. For most organizations, we check to see if the organization has at least three independent board members. For large, donor-funded organizations, we check to see if the organization has at least five independent board members
Source: IRS Form 990
An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:
Total Revenue Amount | Expectation to Receive Credit |
$2 million or higher and 40% or higher donor support | Expected to complete an audit and have an audit oversight committee |
$1 million or higher | Expected to complete an audit |
$500,000 - $1 million | Expected to complete an audit, review, or compilation |
Less than $500,000 | No expectation (removed from scoring methodology) |
Source: IRS Form 990
A diversion of assets — any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft — also can seriously call into question a charity's financial integrity. We review the charity's most recent IRS Form 990 to see if the charity has reported any diversion of assets.
Source: IRS Form 990
Charity Navigator looks for a website on the IRS Form 990 as an accountability and transparency metric.
Nonprofits act in the public trust and reporting publicly on activities is an important component.
Source: IRS Form 990
Charity Navigator looks for the existence of a conflict of interest policy on the IRS Form 990 as an accountability and transparency measure.
This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.
Source: IRS Form 990
Charity Navigator looks for the existence of a whistleblower policy per the IRS Form 990 as an accountability and transparency measure.
This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.
Source: IRS Form 990
Charity Navigator looks for the existence of a document retention and destruction policy per the IRS Form 990 as an accountability and transparency measure.
This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.
Source: IRS Form 990
Charity Navigator looks to confirm on the IRS Form 990 that the organization has this process in place as an accountability and transparency measure.
An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.
Source: IRS Form 990
For almost all charities, we check the charity's IRS Form 990 to see if it discloses that the Form 990 is available on the charity's website. As with the audited financial statement, donors need easy access to this financial report to help determine if the organization is managing its financial resources well.
Source: IRS Form 990
The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent IRS Form 990). This ratio is an indicator of an organization's solvency and/or long-term sustainability.
Source: IRS Form 990
The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three IRS Forms 990). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.
Source: IRS Form 990
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting
Yocamille Arditi-rocha, Executive Di
$148,083
Tomas Castellano, Director
Compensation not entered
Daniel Dietch, Vice Preside
Compensation not entered
Mario Facella, Director
Compensation not entered
Edwin Freedman, Director
Compensation not entered
Source: IRS Form 990 (page 7), filing year 2021
Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website
Foundation Status:
Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi) (BMF foundation code: 15)
Affiliation:
Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)
The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (CLEO Institute Inc.) or EIN (273185735) in the 'Search Term' field.
Not Currently Scored
CLEO Institute Inc. cannot currently be evaluated by our Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
Not Currently Scored
CLEO Institute Inc. cannot currently be evaluated by our Culture & Community methodology because we have not received data from the charity regarding its Constituent Feedback or Equity Practices strategies.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
Score
This beacon provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.
Learn more
The nonprofit organization presents evidence of strategic thinking through articulating the organization's mission
TO EDUCATE AND EMPOWER COMMUNITIES TO DEMAND CLIMATE ACTION ENSURING THE SAFE, JUST, AND HEALTHY ENVIRONMENT FOR ALL.
The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.
To live in a world in which all people, governments, and organizations are informed, engaged, and taking action on critical climate issues.
Source: Nonprofit submitted responses
The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.
Goal One: Make climate a top voting priority in Florida. In order for us to achieve our mission, we need to build an informed community that will demand climate action.
Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.
Goal Two: Broaden & scale youth participation in climate movement by allocating additional resources to educate & engage middle/high school & college-aged youth on climate change causes, impacts, & policies.
Goal Type: Grow, expand, scale or increase access to the existing programs and services.
Goal Three: Collaborate with regional partners with particular emphasis on institutions, utility companies, corporations, and governments to do more on climate policy.
Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.
The nonprofit provides evidence of investment in leadership development
Describe an investment in leadership
Over the last 12-18 months, The CLEO Insitute (CLEO) has made investments in leadership development to foster a culture of continuous improvement, growth, and innovation among its staff. For example, CLEO has provided professional development for all staff on topics such as project management and DEI. CLEO also sends staff to various summits, symposiums, and conferences relevant to their programmatic areas throughout the year to allow for networking opportunities, as well as to stay current on climate issues and the latest climate science. Additionally, CLEO staff participate in job-specific training and courses for their personal and professional growth. Staff are given creative freedom when developing their programs to allow them to build upon the strengths and skills they bring to CLEO's mission.
The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.
This organization mobilizes for mission in the following ways:
Strategic Partnerships
Networks of Collective Impact Efforts
Thought Leadership
Raising Awareness
Community Building
Policy Advocacy
What are this organization’s external mobilizaton efforts?
Since 2010, CLEO has been a trusted community partner in building climate literacy across Florida, emphasizing the urgency of climate data & the seriousness of its impacts on vulnerable communities. CLEO is viewed by local governments, organizations, & academic institutions as the go-to for vetted climate science, community justice, & outreach expertise, allowing us to serve in an advisory capacity on cross-disciplinary initiatives like climate & health, education, energy justice, community resilience, & mitigation & adaptation strategies. We reach thousands annually via programming & partnerships & continues to increase the number of residents equipped with climate knowledge to drive action and advocacy for equitable, community-based climate solutions. Programs are accessible to residents & offered in English, Spanish, & Haitian Creole. We also diversify our reach, with an emphasis on faith-based groups, healthcare professionals, electeds, chambers of commerce, & students.
The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.
The CLEO Insitute demonstrates remarkable adaptability and resilience in the face of internal and external changes. Since 2020, CLEO has undergone substantial growth, expanding from a lean four-person team to a staff of nearly 20 professionals within the span of three years. As part of CLEO’s expansion, we also opened offices in Tampa, Orlando, and Tallahassee to expand and deepen our presence in South Florida. Given that this expansion occurred during a pandemic, we were deliberate in our efforts to onboard and retain new staff, and are happy to report that CLEO has maintained these staffing numbers since 2020. Amid the uncertainties of the pandemic, CLEO quickly pivoted operations to conduct and offer all programming online in order to meet the changing needs of our communities. In recognizing the barrier that the digital divide posed for our program participants, we were also able to leverage existing partnerships and fundraise for technology grants to support program participants who needed access to technology like laptops and internet access. Last but not least, CLEO’s adaptive capacity extends to recent revisions of our core program offerings to reflect urgent and high-priority issues across Florida’s ever-changing climate landscape. As swaths of South Florida experienced their hottest months on record (46 straight days of record-breaking heat in Miami in Summer 2023, for example), CLEO reevaluated and redefined its objectives to include additional community-wide heat trainings in English, Spanish, and Haitian Creole to ensure that our outreach and education efforts remained in alignment with community concerns. CLEO’s demonstrated ability to adapt both proactively and in response to internal and external changes underscores our commitment and determination to successfully execute our mission to drive equitable and impactful climate action that contributes to a safe and healthy future for all.
Impact & Results
Accountability & Finance
Culture & Community
Leadership & Adaptability
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