CSP North America Inc

Nonprofit profile at a glance

EIN
880761980
IRS 990 coverage
2022–2025
Forms available
Form 990 2025
Location
Berkeley, CA, USA
Phone
4155337864
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Research Institutes and Public Policy Analysis

Official website

Reported finances

Revenue
$877,076
Expenses
$921,271
Assets
$966,821
Liabilities
$4,485

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

7 people listed

Highest reported compensation

  • Seth Fleisher (Executive Dir.): $232,500 total reported compensation
  • Erin Duddy (Dir. of Prog.): $155,226 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

CSP (The Center for Sustainable Finance and Private Wealth) North America envisions a world where private wealth is a force for preserving and improving life for allguided by evidence, collaboration, and a deep commitment to real-world impact. CSP unlocks the full potential of private wealth by equipping wealth holders and practitioners with evidence-based insights, transformative training, and collaborative networksempowering them to drive systemic change for the benefit of all.

What it reported doing in 2025

Field building and community engagementin order to deepen the knowledge of impact investors and philanthropists in theecosystem, csp north america undertook a series of speaking engagement and industryconferences and other events. In 2025, csp north america ran sessions at 6 conferences and industry events, reaching hundreds of members of the wider impact ecosystem. This work served animportant field-building function, as well as providing inspiration and education toenable the ecosystem to move more private capital toward social and environmentalimpact. In 2025, csp north america als0 ran 6 events to engage local, u.s.-based alumniof csps global programs and to support them in mobilizing capital toward impact. Theevents provided opportunities to network and learn some of the latest contentcovering topics from systemic investing to multicapital strategies. These eventsresulted in deep engagement of at least 60 alumni and other key stakeholders.

Operating model

Revenue model
Donor-supported. 76% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 84
  • Accountability: 91
  • Sustainability: 30
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.3%; rating input score 84
  • Program expense ratio: 79.9%; rating input score 80
  • Fundraising efficiency: $12.43 raised per $1 spent on fundraising; rating input score 42; 42nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -5%; rating input score 19; 19th percentile among comparable filings
  • Total-asset coverage ratio: 1.05; rating input score 44; 44th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 42.1%; rating input score 3; 3rd percentile among comparable filings

Growth

  • Program expense growth: 50.1% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: 31.9% per year; rating input score 100; 91st percentile among comparable filings
  • Asset growth: 50.3% per year; rating input score 100; 95th percentile among comparable filings

Details

  • Where the money goes: 84.3% of revenue deployed · 79.9% of spending went to programs
  • Governance: 5 of 5 board members independent · 7 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $736K in reported program spending
  • Leadership: top reported pay $232K · 7 people listed · 4 of 6 pay-setting controls reported
  • Consistency: 26 of 26 current checks pass
  • Schedules: 4 filed schedules · includes major donors and executive pay
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 42/100.
  • High — Sustainability: Operating margin scored 19/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
  • High — Sustainability: Officer compensation ratio scored 3/100.