Skip to content
Nonprofiteer
← CREO FAMILY OFFICE SYNDICATE

Form 990 for tax year 2023

Filed by CREO FAMILY OFFICE SYNDICATE.

Totals

Total revenue
$4,584,478
Total expenses
$6,188,405
Contributions and grants received
$4,166,719
Grants paid
$0
Program service revenue
$371,625
Investment income
$45,294
Other revenue
$840
Total assets, end of year
$5,635,817
Total liabilities, end of year
$365,328
Net assets or fund balances, end of year
$5,270,489
Program services expenses (Part IX)
$4,913,382
Management and general expenses
$789,367
Fundraising expenses
$485,656
Program service expenses (Part III)
$4,913,382

Program services were 79.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $4,166,719

  • 2a · Program service revenue: MEMBERSHIP FEES

    total $221,625 · related or exempt $221,625

  • 2b · Program service revenue: CONSULTING FEES

    total $150,000 · related or exempt $150,000

  • 3 · Investment income

    total $45,294 · excluded $45,294

  • 11a · Other revenue: OTHER REVENUE

    total $840 · related or exempt $840

  • 11e · Other revenue, total

    $840

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,392,902 · program services $918,443 · management and general $162,598 · fundraising $311,861

  • 7 · Other salaries and wages

    total $2,707,973 · program services $2,344,951 · management and general $244,472 · fundraising $118,550

  • 8 · Pension plan contributions

    total $88,007 · program services $76,041 · management and general $8,357 · fundraising $3,609

  • 9 · Other employee benefits

    total $153,215 · program services $129,209 · management and general $21,656 · fundraising $2,350

  • 10 · Payroll taxes

    total $304,859 · program services $248,521 · management and general $30,155 · fundraising $26,183

  • 11b · Fees: legal

    total $11,318 · management and general $11,318

  • 11c · Fees: accounting

    total $103,372 · management and general $103,372

  • 11g · Fees: other

    total $587,954 · program services $538,682 · management and general $48,654 · fundraising $618

  • 13 · Office expenses

    total $61,305 · program services $24,076 · management and general $37,172 · fundraising $57

  • 14 · Information technology

    total $82,065 · program services $56,573 · management and general $25,492

  • 16 · Occupancy

    total $92,789 · program services $71,864 · management and general $16,275 · fundraising $4,650

  • 17 · Travel

    total $202,481 · program services $153,163 · management and general $46,314 · fundraising $3,004

  • 19 · Conferences, conventions and meetings

    total $260,794 · program services $259,751 · management and general $1,043

  • 20 · Interest

    total $1,570 · program services $1,004 · management and general $189 · fundraising $377

  • 22 · Depreciation, depletion and amortization

    total $31,424 · program services $17,436 · management and general $7,450 · fundraising $6,538

  • 23 · Insurance

    total $24,321 · program services $16,147 · management and general $5,992 · fundraising $2,182

  • 24a · Other expenses: BANK FEES & PAYROLL PROCE

    total $82,056 · program services $57,521 · management and general $18,858 · fundraising $5,677

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,429,474 · end of year $797,070

  • 2 · Savings and temporary cash investments

    beginning of year $3,372,961 · end of year $3,643,256

  • 3 · Pledges and grants receivable

    beginning of year $1,933,679 · end of year $976,605

  • 4 · Accounts receivable

    beginning of year $4,125 · end of year $22,500

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,034 · end of year $77,674

  • 14 · Intangible assets

    beginning of year $15,675 · end of year $11,495

  • 15 · Other assets

    beginning of year $48,482 · end of year $107,217

  • 17 · Accounts payable and accrued expenses

    beginning of year $73,790 · end of year $137,886

  • 19 · Deferred revenue

    beginning of year $95,875 · end of year $124,750

  • 25 · Other liabilities

    end of year $102,692

  • 27 · Net assets without donor restrictions

    beginning of year $3,440,143 · end of year $3,047,236

  • 28 · Net assets with donor restrictions

    beginning of year $3,208,622 · end of year $2,223,253

Mission and programs · 2023

Mission

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.

  • 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.

    Expenses $4,913,382 · Revenue $371,625

As filed on the 2023 return.

Listed in Part VII

  • Regine Clement

    PRESIDENT &

    Total calculated
    $542,007
    From this org
    $495,031
    From related orgs
    $0
    Other
    $46,976
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $362,251
    Bonus
    $132,780
    Other
    not reported
    Deferred
    $13,200
    Nontaxable benefits
    $33,776
    Filer's total
    $542,007
  • Daniel Matross

    GLB HEAD OF

    Total calculated
    $308,486
    From this org
    $265,862
    From related orgs
    $0
    Other
    $42,624
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,621
    Bonus
    $58,241
    Other
    not reported
    Deferred
    $9,299
    Nontaxable benefits
    $33,325
    Filer's total
    $308,486
  • Christo Artusio

    REG PRES, AM

    Total calculated
    $271,426
    From this org
    $244,292
    From related orgs
    $0
    Other
    $27,134
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,000
    Bonus
    $39,292
    Other
    not reported
    Deferred
    $7,750
    Nontaxable benefits
    $19,384
    Filer's total
    $271,426
  • Anna-Liisa Goggs

    REG PRES, EM

    Total calculated
    $270,983
    From this org
    $255,535
    From related orgs
    $0
    Other
    $15,448
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,147
    Bonus
    $22,388
    Other
    not reported
    Deferred
    $15,448
    Nontaxable benefits
    not reported
    Filer's total
    $270,983
  • Jonathan Mi

    MNG DIRECT,

    Total calculated
    $227,975
    From this org
    $209,220
    From related orgs
    $0
    Other
    $18,755
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,800
    Bonus
    $36,420
    Other
    not reported
    Deferred
    $8,369
    Nontaxable benefits
    $10,386
    Filer's total
    $227,975
  • Owen Loudon

    MNG DIR, EME

    Total calculated
    $221,864
    From this org
    $210,322
    From related orgs
    $0
    Other
    $11,542
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,680
    Bonus
    $21,642
    Other
    not reported
    Deferred
    $11,542
    Nontaxable benefits
    not reported
    Filer's total
    $221,864
  • Matthew Finelli

    SENR HR & OP

    Total calculated
    $185,914
    From this org
    $169,150
    From related orgs
    $0
    Other
    $16,764
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,000
    Bonus
    $29,150
    Other
    not reported
    Deferred
    $6,766
    Nontaxable benefits
    $9,998
    Filer's total
    $185,914
  • Lindsey White

    DIRECTOR OF

    Total calculated
    $182,156
    From this org
    $164,500
    From related orgs
    $0
    Other
    $17,656
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,000
    Bonus
    $24,500
    Other
    not reported
    Deferred
    $6,580
    Nontaxable benefits
    $11,076
    Filer's total
    $182,156
  • Gabriela Leslie

    SEN MNG FOOD

    Total calculated
    $151,057
    From this org
    $134,631
    From related orgs
    $0
    Other
    $16,426
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,273
    Bonus
    $22,358
    Other
    not reported
    Deferred
    $5,385
    Nontaxable benefits
    $11,041
    Filer's total
    $151,057
  • Delphine Descamps

    SECRETARY

    Total calculated
    $0
    Hours/week
    3
  • Nick Eisenberger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Gabriel Kra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Veery Maxwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jason Scott

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    3
  • Martin Whittaker

    TREASURER

    Total calculated
    $0
    Hours/week
    3
  • Christian Zabbal

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

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, and on a Form 990-PF Part VIII's — 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 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 7
DURING THE REPORTED PERIOD, PERFORMANCE BONUSES WERE PROVIDED TO CERTAIN EMPLOYEES, AS INCLUDED IN PART II, COLUMN (B)(II) OF SCHEDULE J.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CREO SYNDICATE UK LIMITED

    EDUCATION · UK · assets $161,239

    Directly controlled by CREO FAMIL CREO FAMILY OFFICE SYNDICATE INC

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.0
Source object
202413189349308726

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.