2026-06-03T18:09:08-07:00 2025-12-31 204994635 Iryna AC 1000 Broadway Ste 200-C Oakland CA 94607 990 2025-01-01 880761980 CSP North America Inc CSPN 4155337864 PO Box 7035 Berkeley CA 94707 Seth Fleisher Executive Director 2026-06-03 true Kostyantyn Oreshkov EA P00923916 5104679506 2025 2025-03-06 01:10:19Z Seth Fleisher PO Box 7035 Berkeley CA 94707 877076 false X www.cspnorthamerica.org X 2022 CA 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. 5 5 3 10 0 1251301 666208 165617 191259 801 19609 0 1417719 877076 0 0 564853 675675 0 53610 181777 245596 746630 921271 671089 -44195 1012567 966821 6036 4485 1006531 962336 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. false false 474101 191259 TRAINING PROGRAMSIN 2025, CSP NORTH AMERICA DESIGNED, DEVELOPED, AND RAN THREE DIRECT WEALTH HOLDER TRAINING PROGRAMS: INVESTING FOR SYSTEMS CHANGE, WHICH WE RAN IN ZURICH, SWITZERLAND IN MAY 2025, INTEGRATING PHILANTHROPY AND INVESTING TO MAXIMIZE IMPACT, WHICH WE RAN AT STANFORD UNIVERSITY IN OCTOBER 2025, AND DESIGNING MULTICAPITAL STRATEGIES FOR IMPACT, WHICH WE RAN AT MIT SLOAN IN NOVEMBER 2025. IN ADDITION, WE CONTINUED TO GROW THE ORGANIZATIONS CUSTOM TRAINING OFFERINGS, DELIVERING TARGETED IMPACT TRAININGS FOR WEALTH HOLDER CLIENTS VIA OTHER INSTITUTIONS. OUTCOMES OF THESE PROGRAMS INCLUDED THE DEVELOPMENT AND DELIVERY OF ROBUST LEARNING FRAMEWORKS AND CURRICULA, AS WELL AS A GROWING, ENGAGED, SKILLED, AND MOTIVATED ALUMNI COMMUNITY OF IMPACT INVESTORS AND PHILANTHROPISTS. 162086 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. 100108 RESEARCH AND PUBLICATIONSIN 2025, WE RELEASED TWO MAJOR APPLIED RESEARCH PUBLICATIONS: AN INVESTOR'S GUIDE TO SYSTEMIC INVESTING, AND AN INVESTOR'S GUIDE TO MULTICAPITAL STRATEGIES FOR IMPACT. WE DISSEMINATED BOTH PUBLICATIONS WIDELY VIA THE WEB AND IN PRINT, AND ALSO PRESENTED KEY RESEARCH FINDINGS AT A NUMBER OF RELEVANT CONFERENCES. 736295 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 5 0 true 3 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 true true true true false CA X X X CSP North America 4155337864 PO Box 7035 Berkeley CA 94707 X Seth Fleisher Executive Dir. 40.00 0.00 X 186000 0 46500 Erin Duddy Dir. of Prog. 40.00 0.00 146085 0 9141 Faye Walsh Drouillard Board Chair 0.00 0.00 X X 0 0 0 Naiana Miranda Secretary 3.00 0.00 X X 0 0 0 Hanson Gong Treasurer 3.00 0.00 X X 0 0 0 Falko Paetzold Director 3.00 0.00 X 0 0 0 Jim Chowdry Director 3.00 0.00 X 0 0 0 332085 55641 2 false true true 0 666208 666208 TUITION/Training fees 541700 191259 191259 191259 19609 19609 0 0 0 0 0 0 0 0 877076 191259 19609 0 0 0 0 232500 127875 58125 46500 0 331359 314724 16635 29905 28404 1501 42246 40125 2121 39665 32133 4761 2771 0 1116 663 453 15406 1067 13951 388 0 0 0 26726 25439 1287 782 300 482 30552 23850 6283 419 0 0 19549 7162 9941 2446 76097 72560 2826 711 0 32877 32811 62 4 0 0 0 4586 4586 PROGRAM MATERIALS 27914 27914 Dues and other charges 6474 1193 4946 335 Professional Development 3517 75 3406 36 0 921271 736295 131366 53610 263673 70083 100131 487887 0 648500 405000 0 0 0 0 263 3851 0 0 0 0 0 0 1012567 966821 6036 4485 6036 4485 X 900531 962336 106000 1006531 962336 1012567 966821 -44195 X false false false X 287000 592478 1251301 666208 2796987 0 0 287000 592478 1251301 666208 2796987 1737696 1059291 36 437 801 19609 20883 0 4250 26 4276 2822146 398126 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false false false false false false false false false Erin Duddy Dir. of Prog. 146085 9141 155226 Seth Fleisher Executive Dir. 186000 46500 232500 Part II, Compensation from Unrelated Organizations The 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. 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 Compensation review & approval process - CEO & Top ManagementIn determining compensation for CEO and 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 Compensation review & approval process - Officers & Key EmployeesIn 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.