2024-11-05T16:06:49-08:00 2023-12-31 811489821 HEALY AND ASSOCIATES 1200 CONCORD AVE STE 250 CONCORD CA 94520 990 2023-01-01 880761980 CSP North America Inc CSPN 8317470759 288 Pearl Street 312 Monterey CA 93940 Seth Fleisher Executive Dir. 2024-11-05 true true Suzanne R Healy P00533689 9256030800 2023 2024-10-15 13:58:12Z X Seth Fleisher 288 Pearl Street 312 Monterey CA 93940 620975 false X www.cspnorthamerica.org X 2022 CA 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. 5 5 2 6 0 287000 579262 41250 36 437 4250 26 291286 620975 0 0 113305 182587 0 24800 44560 236367 157865 418954 133421 202021 140073 365791 6652 30349 133421 335442 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. false false 162698 41250 In 2023, CSP North America further developed a training program to support self-made wealth holders in allocating their financial and non-financial capital towards impact. This was a continuation of the work that was started at CSP in Zurich in 2021, and in partnership with Katapult Foundation. Outcomes of this development phase include a robust learning framework, a roster of trainers and mentors, and a small but engaged alumni community of self-made impact investors and philanthropists committed to supporting peers in transitioning from entrepreneur to impact investor. This program work created the foundation for the next year's program to launch. 88498 In 2023, CSP North America ran a total of 5 events to engage local, U.S.-based alumni of CSP global programs and to support them in mobilizing capital towards impact. Events held provided opportunities to network and to learn with content covering topics like deploying all forms of economic and non-economic capital for impact. These engaging events resulted in a total of 70+ alumni and non-alumni community members reached. 42880 In order to deepen the knowledge of impact investors and philanthropists in the ecosystem, CSP North America undertook a series of speaking engagements at industry conferences. In 2023, CSP North America ran sessions at 5 conferences, reaching a total of 175+ members of the wider impact ecosystem. This work served as inspiration for the ecosystem to move more private capital towards impactful causes. 294076 true true false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 2 0 true 2 true false false false false false false false 0 false false false false false false false X 5 5 false false false false false false false true true false false true true true true false false true true false CA X CSP North America 8317470759 288 Pearl Street 312 Monterey CA 93940 X Erin Duddy Dir. Program & Eng 40.00 0.00 117614 0 0 Seth Fleisher Executive Dir. 40.00 0.00 X 100000 0 0 Falko Paetzold Board Chair 5.00 0.00 X X 0 0 0 Naiana Miranda Secretary 3.00 0.00 X X 0 0 0 Faye Walsh Drouillard Treasurer 3.00 0.00 X X 0 0 0 Jim Chowdry Director 3.00 0.00 X 0 0 0 Raffi Mardirosian Director 3.00 0.00 X 0 0 0 217614 1 false false true 0 579262 579262 Course Tuition 541700 41250 41250 41250 437 437 0 0 0 0 0 0 0 Other Revenue 900099 26 26 26 620975 41276 437 X 0 0 0 0 100000 100000 0 45472 23452 19101 2919 13293 11127 1928 238 12076 9949 1908 219 11746 10054 1476 216 0 18310 18310 12795 12795 0 0 0 119222 64772 34650 19800 94 56 30 8 1472 60 1412 0 0 5967 3179 2623 165 42585 41068 366 1151 0 8272 8272 1447 50 1397 0 0 976 31 945 Event expenses 18142 18142 Dues & Memberships 4376 1512 2785 79 Program materials 1728 1728 Printing and Publications 591 591 390 33 352 5 418954 294076 100078 24800 34073 188482 0 0 106000 175900 0 0 0 0 1409 0 0 0 0 0 0 140073 365791 6652 6199 24150 6652 30349 X -106000 133421 239421 202021 133421 335442 140073 365791 202021 X false false false X 287000 579262 866262 0 0 287000 579262 866262 0 866262 36 437 473 0 4250 26 4276 871011 41250 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X false false false false false false false false false Seth Fleisher Executive Dir. 100000 100000 Part II, Compensation from Unrelated Organizations Seths compensation is not listed on the financials under wages. Payments were recorded as contractor payments to Emerging360, Inc as Seth received payment through Emerging360. 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.