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Environment · NY

Creo Family Office Syndicate Inc

Creo Family Office Syndicate Inc's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $530,657 for Regine Clement, President & (FY 2024). Column F can include amounts from the filing and related organizations.

After indexing supported filing years to 2025 comparison dollars, the subject figure is $544,620. It is higher than the D + F figure for 298 of 299 peer organizations selected under the disclosed tier Same NTEE major group (C), nationwide + size band 0.71–1.4× revenue (approximately 100%; median $201,914). This is descriptive, not a reasonableness conclusion.

$7,617,547Total revenue (FY 2024)
$530,657Reported Part VII D + F figure
298 / 299Selected peers with a strictly lower 2025-dollar figure (approximately 100%)

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Review the selected comparables for Creo Family Office Syndicate Inc, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.

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Selected peer organizations

Actual selection tier: Same NTEE major group (C), nationwide + size band 0.71–1.4× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.

OrganizationStateRevenueD + F (2025 dollars)
Ecological Society Of America DC$7,618,881 $360,715
Colorado Water Trust CO$7,621,148 $155,220
Houston Botanic Garden TX$7,644,996 $272,013
Hourglass Climate Inc NJ$7,558,411 $98,116
Southern California Mountains Foundation CA$7,681,136 $147,170
American Conservation Foundation Inc TX$7,537,715 $154,599
The Breakthrough Institute CA$7,537,340 $305,614
Pacific Environment And Resources Center CA$7,527,309 $230,147

View the organization record and available filings on ProPublica