Creo Family Office Syndicate
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2015 | 197,174 | 78,698 | 118,476 | 29.1 | 0% |
| 2016 | 547,104 | 337,081 | 210,023 | 7.5 | 59% |
| 2017 | 766,172 | 577,537 | 188,635 | 7.3 | 61% |
| 2018 | 1,401,617 | 889,477 | 512,140 | 11.6 | 58% |
| 2019 | 1,864,762 | 1,248,247 | 616,515 | 14.2 | 58% |
| 2020 | 2,471,861 | 2,078,175 | 393,686 | 10.5 | 59% |
| 2021 | 4,837,508 | 2,564,055 | 2,273,453 | 19.1 | 57% |
| 2022 | 6,619,097 | 4,060,420 | 2,558,677 | 19.6 | 52% |
| 2023 | 4,584,478 | 6,188,405 | −1,603,927 | 10.2 | 66% |
In its most recent public year (2023), this organization spent $1,603,927 more than it brought in. Its reserves stood at about 10.2 months of spending, down from 29.1 in 2015. Staff pay was 66% of spending. $2,223,253 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Creo Family Office Syndicate's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works