Creo Family Office Syndicate
- Assets
- $4.2m
- Revenue
- $4.8m
- Investments
- $0.0
- Employees
- 12
- Location
- New York, NY
- Founding
- 07/2017
- Data as of
- 12/2021
- EIN
- 81-0960214
Organization Overview
Creo Family Office Syndicate is located in New York, NY. The organization was established in 2017. According to its NTEE Classification (C03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Environment and related organizations. As of 12/2021, Creo Family Office Syndicate employed 12 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Creo Family Office Syndicate is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Creo Family Office Syndicate generated $4.8m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 58.0% each year . All expenses for the organization totaled $2.6m during the year ending 12/2021. While expenses have increased by 64.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO MOBILIZE PRIVATE CAPITAL INTO LOW CARBON, RESOURCE EFFICIENT AND ENVIRONMENTAL SOLUTIONS TO ACCELERATE THE TRANSITION TO A CLEANER AND MORE SUSTAINABLE GLOBAL ECONOMY AND SOCIETY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CREO PROVIDES AN EXPERT AND PEER-TO-PEER EDUCATIONAL PLATFORM FOR TRANSFORMATIVE INVESTORS AND DRIVES COLLABORATIVE INVESTING THAT HAS MEASURABLE POSITIVE ENVIRONMENTAL IMPACT FOR THE BENEFIT OF ALL.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Regine Clement President & Chief Executive Officer | OfficerTrustee | 40 | $312,500 |
Megan Scott Managing Director, America | 40 | $199,750 | |
Daniel Matross Global Head Of Research | 32 | $155,652 | |
Magda Dehlia Fried Head Of Ocean And Aquaculture Inv. | 40 | $125,625 | |
Matthew Komorowski Sector Manager And Analyst | 40 | $122,850 | |
Martin Whittaker Treasurer | OfficerTrustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $4,688,286 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,688,286 |
| Total Program Service Revenue | $148,574 |
| Investment income | $1,446 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,837,508 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $288,777 |
| Compensation of current officers, directors, key employees. | $32,326 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,168,800 |
| Pension plan accruals and contributions | $15,329 |
| Other employee benefits | $69,982 |
| Payroll taxes | $104,308 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $23,750 |
| Fees for services: Accounting | $18,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $318,477 |
| Advertising and promotion | $0 |
| Office expenses | $45,006 |
| Information technology | $70,879 |
| Royalties | $0 |
| Occupancy | $17,726 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,045 |
| Insurance | $10,006 |
| All other expenses | $0 |
| Total functional expenses | $2,564,055 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $745,424 |
| Savings and temporary cash investments | $2,564,347 |
| Pledges and grants receivable | $837,252 |
| Accounts receivable, net | $1,432 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $20,778 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $19,855 |
| Other assets | $52,769 |
| Total assets | $4,241,857 |
| Accounts payable and accrued expenses | $60,596 |
| Grants payable | $0 |
| Deferred revenue | $91,173 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $151,769 |
| Net assets without donor restrictions | $1,855,916 |
| Net assets with donor restrictions | $2,234,172 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,241,857 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Creo Family Office Syndicate has recieved totaling $12,500.
| Awarding Organization | Amount |
|---|---|
Turnip Top Foundation Santa Fe, NM PURPOSE: SUPPORT 501C3 ORGANIZATION | $12,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Northeast States For Coordinated Air Use Management Inc Boston, MA | $6,282,881 | $3,842,842 |
Creo Family Office Syndicate New York, NY | $4,241,857 | $4,837,508 |
Air And Waste Management Association Pittsburgh, PA | $2,555,712 | $1,893,265 |
Massachusetts Horticultural Society Wellesley, MA | $5,927,658 | $1,588,548 |
Weconservepa Harrisburg, PA | $2,011,850 | $1,458,925 |
Controlled Release Society Inc Mount Laurel, NJ | $2,424,621 | $1,134,109 |
Sustainable Terminal Services Inc Bayonne, NJ | $978,087 | $933,480 |
Association Of New Jersey Environmental Commissions Mendham, NJ | $1,128,147 | $842,233 |
Work Environment Council Of New Jersey Inc Trenton, NJ | $1,062,589 | $706,674 |
The Crane Institute Of Sustainability Inc ManchesterByTheSea, MA | $384,829 | $1,091,966 |
Lake Waubeeka Assoc Inc Danbury, CT | $3,056,559 | $904,182 |
International Aerospace Environmental Group Inc Warrendale, PA | $1,430,747 | $749,922 |