Nonprofit screen
Screen a listCreo Family Office Syndicate 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 listing
- Listed
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Registered
- Charity type
- 509(a)(1)
$7.6Mrevenue
FY2024 · +57% in 3 yrs27staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−2.3%
Months of reserve6.7mo
Revenue growth (annualized)+38.8%
Middle half of peersMedianCreo Family Office Syndicate
Where the money goes FY2024 · $7.8M spent
Programs$6.0M77%Management and general$1.2M15%Fundraising$658k8%990 FY2024 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$1.6M in FY2023 and −$177k in FY2024. Cash covers 6.7 months, above the peer median of 5.2.
990 Part I and balance sheetIn its favor2
Strong governance
7 of 8 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 39% a year since FY2017, in the top quarter of similar nonprofits.
990 Part I · peer cohort25funders
$2.6Ma year, last 3 years
66%from its largest funder
Funder’17’18’19’20’21’22’23Builders Vision FoundationSince FY2018$400k$500k$464k$1.6M$2.1M$1.5MJohn D and Catherine T Macarthur FoundationOn and off$100k$250k$375kWalton Family Foundation IncStopped after FY2022$200k$300k$200k–Samaritan Foundation Charitable TrustSince FY2021$200k$150k$150kThe Ford FoundationNew in FY2023$275kDwss IncSince FY2020$30k$29k$26k$50kDonor-advised giftsDonors not disclosed$309k$152k$10k$20k$75k$260k$182k10 other fundersUp to $57k a year each$10k$24k$88k$64k$51k$61k
FundedThrough a donor-advised fundStopped