AUMdb

Cleo Institute Inc

EIN 273185735 · 501(c)(3) · Public charity · Miami, FL · recognized 2010

Assets
$757K
Revenue
$2.6M
Expenses
$2.8M
Investment income
$69.0K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Yoca Arditi Rocha Executive di $191,482 $0
Olivia Collins Vp of progra $139,117 $0
Raymer Maguire Director of $112,838 $0
Helen Quinn Director of $110,000 $0
Lindsey Wolfson Goldsmith President $0 $0
John Morales Vice preside $0 $0
Dr Bernard Horowitz Treasurer $0 $0
Edwin Freedman Secretary $0 $0
Daniel Dietch Member $0 $0
Delaney Reynolds Member $0 $0
Derek Piotter Member $0 $0
Cindy Lerner Member $0 $0
Brent Saiontz Member $0 $0
Dr Cheryl Holder Member $0 $0
Lynn Leverett Emeritus $0 $0