Nonprofit screen
Screen a listThe Cleo Institute Inc
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$2.6Mrevenue
FY2024 · +79% in 3 yrs18staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−6.6%
Months of reserve3.2mo
Revenue growth (annualized)+37.0%
Middle half of peersMedianCleo Institute
Where the money goes FY2024 · $2.8M spent
Programs$2.2M78%Management and general$409k15%Fundraising$201k7%990 FY2024 · Part IX line 25
Worth checking2
A funder worth 13% of revenue stopped after FY2020
Jpmorgan Chase Foundation gave $150k in FY2020, 13% of revenue that year.
Funders’ 990-PF grant listsDeficits in 2 of the last 3 years
−$267k in FY2022 and −$172k in FY2024. Cash covers 3.2 months, under the peer median of 5.2.
990 Part I and balance sheetIn its favor3
Strong governance
10 of 10 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 37% a year since FY2017, in the top quarter of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 3 of its 5 returns, 5% of revenue in FY2021.
990 Part VIII39funders
$1.4Ma year, last 3 years
68%from its largest funder
Funder’17’18’19’20’21’22’23Volo FoundationSince FY2018$25k$805k$398k$850k$935k$1.0MUnited States Energy FoundationSince FY2020$115k$115k$115k$100kSolutions Project IncSince FY2018$52k$15k$27k$10k$90k$80kLynn & Louis Wolfson II Family FoundationOn and off$60k$115kThe Partnership Project IncStopped after FY2022$50k$66k$30k$10k–Jpmorgan Chase FoundationOn and off$150kDonor-advised giftsDonors not disclosed$100k$95k$46k$101k$64k$140k$56k19 other fundersUp to $50k a year each$32k$45k$134k$69k$76k$117k$119k
FundedThrough a donor-advised fundStopped