CREO FAMILY OFFICE SYNDICATE INC (EIN 810960214) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

REGINE CLEMENT

Phone

6467312755

Tax Period

2023-01-01 to 2023-12-31

CREO FAMILY OFFICE SYNDICATE INC, founded in 2015, is a community nonprofit in the Environment sector that reported $4.6M in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $6.2M exceeded revenue, resulting in a 35% operating deficit.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,166,719

Program Service Revenue $371,625

Investment Income $45,294

Other Revenue $840

TOTAL REVENUE $4,584,478

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,646,956

Fundraising Expenses $485,656

Program Expenses $4,913,382

Other Expenses $1,541,449

TOTAL EXPENSES $6,188,405

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,584,478	$6,619,097	-0.3%
Expenses	$6,188,405	$4,060,420	+0.5%
Net Income	$-1,603,927	$2,558,677	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$542,007

Total Directors

$542,007

Key Employees

$850,895

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REGINE CLEMENT	PRESIDENT &	40.00	Officer Director	$495,031	$46,976	$542,007
DANIEL MATROSS	GLB HEAD OF	40.00	Key Emp	$265,862	$42,624	$308,486
CHRISTO ARTUSIO	REG PRES, AM	40.00	Key Emp	$244,292	$27,134	$271,426
ANNA-LIISA GOGGS	REG PRES, EM	40.00	Key Emp	$255,535	$15,448	$270,983
JONATHAN MI	MNG DIRECT,	40.00	Highest	$209,220	$18,755	$227,975
OWEN LOUDON	MNG DIR, EME	40.00	Highest	$210,322	$11,542	$221,864
MATTHEW FINELLI	SENR HR & OP	40.00	Highest	$169,150	$16,764	$185,914
LINDSEY WHITE	DIRECTOR OF	40.00	Highest	$164,500	$17,656	$182,156
GABRIELA LESLIE	SEN MNG FOOD	40.00	Highest	$134,631	$16,426	$151,057
DELPHINE DESCAMPS	SECRETARY	3.00	Officer Director	$0	$0	$0
NICK EISENBERGER	DIRECTOR	1.00	Director	$0	$0	$0
GABRIEL KRA	DIRECTOR	1.00	Director	$0	$0	$0
VEERY MAXWELL	DIRECTOR	1.00	Director	$0	$0	$0
JASON SCOTT	CO-CHAIRMAN	3.00	Officer Director	$0	$0	$0
MARTIN WHITTAKER	TREASURER	3.00	Officer Director	$0	$0	$0
CHRISTIAN ZABBAL	CO-CHAIRMAN	3.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$4,584,478	$6,188,405	$5,635,817	$-1,603,927
2022	$6,619,097	$4,060,420	$6,818,430	$2,558,677
2021	$4,837,508	$2,564,055	$4,241,857	$2,273,453
2020	$2,471,861	$2,078,175	$1,975,330	$393,686
2019	$1,864,762	$1,248,247	$1,558,216	$616,515
2018	$1,401,617	$889,477	$903,119	$512,140

CREO FAMILY OFFICE SYNDICATE INC