Civic Intelligence

Csp North America Inc

EIN 88-0761980 • 501(c)3 • Berkeley, CA

Profile

CSP (The Center for Sustainable Finance and Private Wealth) North America works at the intersection of scientific research, wealth holders, and investment professionals to empower investors to move private wealth towards sustainable development. By generating and sharing state-of-the art knowledge on impact and sustainable investing, and training next-generation and self-made wealth holders, intermediaries, and institutions, we bridge science with action to help create a more just and equitable world.

PO Box 7035Berkeley, CA 94707

www.cspnorthamerica.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$211,368

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

97th percentile

177%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

128%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,012,567

Up $646,776 (+177%) from 2023

Liabilities

Down

$6,036

Down $24,313 (-80%) from 2023

Net Assets

Up

$1,006,531

Up $671,089 (+200%) from 2023

Revenue

Up

$1,417,719

Up $796,744 (+128%) from 2023

Expenses

Up

$746,630

Up $327,676 (+78%) from 2023

Net Income

Up

$671,089

Up $469,068 (+232%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2022: $140,073Liabilities 2022: $6,652Net Assets 2022: $133,4212022Assets 2023: $365,791Liabilities 2023: $30,349Net Assets 2023: $335,4422023Assets 2024: $1,012,567Liabilities 2024: $6,036Net Assets 2024: $1,006,5312024

Highlighted filing

2024

Assets$1,012,567
Liabilities$6,036
Net Assets$1,006,531

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2022: $291,286Expenses 2022: $157,865Net Income 2022: $133,4212022Revenue 2023: $620,975Expenses 2023: $418,954Net Income 2023: $202,0212023Revenue 2024: $1,417,719Expenses 2024: $746,630Net Income 2024: $671,0892024

Highlighted filing

2024

Revenue$1,417,719
Expenses$746,630
Net Income$671,089

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 10, 2025
Return Version
2024v5.2
Gross Receipts
$1,417,719
Mission and Program Overview

Mission

CSP (The Center for Sustainable Finance and Private Wealth) North America works at the intersection of scientific research, wealth holders, and investment professionals to empower investors to move private wealth towards sustainable development. By generating and sharing state-of-the art knowledge on impact and sustainable investing, and training next-generation and self-made wealth holders, intermediaries, and institutions, we bridge science with action to help create a more just and equitable world.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$175,900$648,500▲ $472,600
Cash and Non-Interest-Bearing Accounts$188,482$263,673▲ $75,191
Savings and Temporary Cash Investments-$100,131-
Prepaid Expenses and Deferred Charges$1,409$263▼ $1,146
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$365,791$1,012,567▲ $646,776
Other Assets Total-$0-
Liabilities
Deferred Revenue$24,150--
Accounts Payable and Accrued Expenses$6,199$6,036▼ $163
Total Liabilities$30,349$6,036▼ $24,313
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$133,421$900,531▲ $767,110
Net Assets With Donor Restrictions$202,021$106,000▼ $96,021
Total Net Assets Fund Balance$335,442$1,006,531▲ $671,089
Total Liabilities and Net Assets / Fund Balance$365,791$1,012,567▲ $646,776
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Seth FleisherExecutive DirectorFT$168,617$42,751$211,368
Erin DuddyDirector of Prog.FT$142,989$21,084$164,073

Board Members and Trustees

NameTitle
Faye Walsh DrouillardBoard Chair
Falko PaetzoldDirector
Jim ChowdryDirector
Naiana MirandaSecretary
Hanson GongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,251,301
Program Service Revenue
$165,617
Investment Income
$801
Other Revenue
$0
All Other Contributions
$1,251,301
Change in Net Assets
$671,089
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$564,853
Other Expenses$181,777
Total Fundraising Expense$35,348
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$249,192$17,740-$266,932
Current Officers, Directors, Trustees, and Key Employees$105,684$73,979$31,705$211,368
Travel$57,364$4,982$493$62,839
Fees for Services Other$51,344$2,608$1,156$55,108
Payroll Taxes$26,404$5,996$1,964$34,364
Other Employee Benefits$26,570$1,869-$28,439
Conferences and Meetings$25,381$1,020-$26,401
Pension Plan Contributions$22,170$1,580-$23,750
Fees for Services Accounting-$11,210-$11,210
Office Expenses$2,045$5,458-$7,503
Occupancy$929$5,244-$6,173
Fees for Services Legal$180$3,311-$3,491
Insurance-$3,443-$3,443
Other Expenses$1,362$128$30$1,520
Advertising$260$679-$939
Total Functional Expenses$572,035$139,247$35,348$746,630
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

An outside accounting firm prepares the tax returns. After completion of said returns, the organization is sent a draft of the tax returns to be reviewed. If all Items are found to be acceptable, an authorization is signed and provided to the outside accounting firm to process, sign and provide copies of the returns to be filed (paper or electronically) with the designated governmental agencies. The tax returns are then signed by the organization, stamped with certified return receipt and timely placed in the mail for filing, or the form 8879 is provided to the outside accounting firm allowing electronic filing.

Form 990, Part VI, Section B, Line 12C

Yes, the organization has a written conflict of interest policy for the board of directors. During board orientation periods, board members must thoroughly read the policy and sign it. In addition, the board and chief executive periodically engage in question and answer sessions, exploring what constitutes a conflict of interest and best practices for avoiding them, and examining particular situations that any board members or the chief executive may be concerned about.

Form 990, Part VI, Section B, Line 15A

In determining compensation for key employees, the board (and executive staff setting compensation for non-executive employees) carefully considers compensation levels for similar roles within similar organizations in the comparable geographical areas, as well as the employee's background and experience, economic conditions with regard to difficulty of recruiting and retaining staff, etc. Salary is set within the context of total compensation packages, including benefits, performance-based compensation, etc.

Form 990, Part VI, Section B, Line 15B

In determining compensation for key employees, the board (and executive staff setting compensation for non-executive employees) carefully considers compensation levels for similar roles within similar organizations in the comparable geographical areas, as well as the employee's background and experience, economic conditions with regard to difficulty of recruiting and retaining staff, etc. Salary is set within the context of total compensation packages, including benefits, performance-based compensation, etc.

Form 990, Part VI, Section C, Line 19

Governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
CSP North America Inc
EIN
88-0761980
Phone
8317470759
Address
PO Box 7035, Berkeley, CA 94707

Signing Officer

Name
Seth Fleisher
Title
Executive Director
Signed
2025-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Seth Fleisher
Formed
2022
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
4
Volunteers
10

Preparer

Firm
Iryna AC
Address
1000 Broadway Ste 200-C, Oakland, CA 94607
Preparer
Kostyantyn Oreshkov EA
Phone
5104679506
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt022170
IRS990/PensionPlanContributionsGrp/TotalAmt023750
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01409
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0263
IRS990/PrincipalOfficerNm0Seth Fleisher
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IRS990/ProgramServiceRevenueGrp/BusinessCd0541700
IRS990/ProgramServiceRevenueGrp/Desc0TUITION/Training fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0165617
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0165617
IRS990/ProgSrvcAccomActy2Grp/Desc0In order to deepen the knowledge of impact investors and philanthropists in the ecosystem, CSP North America undertook a series of speaking engagement and industry conferences and other events. In 2024, CSP North America ran sessions at 3 events, reaching more than 85 members of the wider impact ecosystem. This work served an important field-building function, as well as providing inspiration and education to enable the ecosystem to move more private capital toward social and environmental impact.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0138122
IRS990/ProgSrvcAccomActy3Grp/Desc0In 2024, CSP North America ran a total of 6 events to engage local, U.S.-based alumni of CSPs global programs and to support them in mobilizing capital toward impact. The events provided opportunities to network and learn some of the latest content covering topics from systemic investing to multicapital strategies. These events resulted in deep engagement of at least 52 alumni.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt094888
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0579262
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0437
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0236367
IRS990/PYOtherRevenueAmt026
IRS990/PYProgramServiceRevenueAmt041250
IRS990/PYRevenuesLessExpensesAmt0202021
IRS990/PYSalariesCompEmpBnftPaidAmt0182587
IRS990/PYTotalExpensesAmt0418954
IRS990/PYTotalRevenueAmt0620975
IRS990/QuidProQuoContributionsInd0false
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0671089
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0165617
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100131
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01251301
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0579262
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0287000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02117563
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0801
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01274
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0206867
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04250
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04276
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IRS990ScheduleA/SubstantialContributorsTotAmt01439247
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01251301
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0579262
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0287000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02117563
IRS990ScheduleA/TotalSupportAmt02123113
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1168617
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt012877
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt141500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt08207
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt11251
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Erin Duddy
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Seth Fleisher
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Dir. of Prog.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0164073
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1211368
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The Executive Directors compensation is paid through Emerging360, Inc., an unrelated consulting firm. Payments to Emerging360, Inc. include the Executive Directors wages and related payroll costs, which are reported in this return as compensation of the Executive Director, consistent with Form 990 reporting requirements.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Compensation from Unrelated Organizations
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0An outside accounting firm prepares the tax returns. After completion of said returns, the organization is sent a draft of the tax returns to be reviewed. If all Items are found to be acceptable, an authorization is signed and provided to the outside accounting firm to process, sign and provide copies of the returns to be filed (paper or electronically) with the designated governmental agencies. The tax returns are then signed by the organization, stamped with certified return receipt and timely placed in the mail for filing, or the form 8879 is provided to the outside accounting firm allowing electronic filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Yes, the organization has a written conflict of interest policy for the board of directors. During board orientation periods, board members must thoroughly read the policy and sign it. In addition, the board and chief executive periodically engage in question and answer sessions, exploring what constitutes a conflict of interest and best practices for avoiding them, and examining particular situations that any board members or the chief executive may be concerned about.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2In determining compensation for key employees, the board (and executive staff setting compensation for non-executive employees) carefully considers compensation levels for similar roles within similar organizations in the comparable geographical areas, as well as the employee's background and experience, economic conditions with regard to difficulty of recruiting and retaining staff, etc. Salary is set within the context of total compensation packages, including benefits, performance-based compensation, etc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3In determining compensation for key employees, the board (and executive staff setting compensation for non-executive employees) carefully considers compensation levels for similar roles within similar organizations in the comparable geographical areas, as well as the employee's background and experience, economic conditions with regard to difficulty of recruiting and retaining staff, etc. Salary is set within the context of total compensation packages, including benefits, performance-based compensation, etc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01012567
IRS990/TotalAssetsGrp/BOYAmt0365791
IRS990/TotalAssetsGrp/EOYAmt01012567
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt01251301
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt035348
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0139247
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0572035
IRS990/TotalFunctionalExpensesGrp/TotalAmt0746630
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt030349
IRS990/TotalLiabilitiesEOYAmt06036
IRS990/TotalLiabilitiesGrp/BOYAmt030349
IRS990/TotalLiabilitiesGrp/EOYAmt06036
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0335442
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01006531
IRS990/TotalOtherCompensationAmt063835
IRS990/TotalProgramServiceExpensesAmt0572035

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