Csp North America Inc
- Assets
- $140.1k
- Revenue
- $291.3k
- Investments
- $0.0
- Employees
- 1
- Location
- Carmel, CA
- Founding
- Data as of
- 12/2022
- EIN
- 88-0761980
Organization Overview
Csp North America Inc is located in Carmel, CA. According to its NTEE Classification (T05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Csp North America Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
IN 2022, 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.
IN ITS INAUGURAL YEAR, CSP NORTH AMERICA RAN A TOTAL OF 4 IN-PERSON EVENTS TO ENGAGE LOCAL, U.S.-BASED ALUMNI OF CSP GLOBAL PROGRAMS AND TO SUPPORT THEM IN MOBILIZING CAPITAL TOWARDS IMPACT. EVENTS HELD PROVIDED OPPORTUNITY TO NETWORK AND TO LEARN, WITH CONTENT COVERING TOPICS LIKE IMPACT MEASUREMENT AND MANAGEMENT. THESE INTIMATE EVENTS RESULTED IN A TOTAL OF 35 COMMUNITY MEMBERS REACHED.
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 2022, CSP NORTH AMERICA RAN SESSIONS AT 4 IN-PERSON CONFERENCES, REACHING A TOTAL OF 150 MEMBERS OF THE WIDER IMPACT ECOSYSTEM. THIS WORK SERVED AS INSPIRATION FOR THE ECOSYSTEM TO MOVE MORE PRIVATE CAPITAL TOWARDS IMPACTFUL CAUSES.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Erin Duddy Executive Dir. | Officer | 40 | $93,464 |
Falko Paetzold Pres. & Chair | OfficerTrustee | 5 | $0 |
Karl Kleissner Secretary | OfficerTrustee | 3 | $0 |
An Wang Treasurer | OfficerTrustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $287,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $287,000 |
| Total Program Service Revenue | $0 |
| Investment income | $36 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $291,286 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $93,527 |
| Compensation of current officers, directors, key employees. | $14,029 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $12,264 |
| Payroll taxes | $7,514 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $24,834 |
| Fees for services: Accounting | $500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $546 |
| Advertising and promotion | $0 |
| Office expenses | $269 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $2,945 |
| Travel | $11,980 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,466 |
| Interest | $224 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $292 |
| All other expenses | $0 |
| Total functional expenses | $157,865 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $34,073 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $106,000 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $140,073 |
| Accounts payable and accrued expenses | $6,652 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $6,652 |
| Net assets without donor restrictions | -$106,000 |
| Net assets with donor restrictions | $239,421 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $140,073 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Ubi Charitable Inc San Francisco, CA | $1,693,258 | $104,327 |
Toniic Institute San Francisco, CA | $2,687,795 | $2,906,782 |
Policy & Innovation Center San Diego, CA | $6,125,887 | $1,673,112 |
Cause Reports Inc Los Angeles, CA | $41,171 | $400,000 |
Csp North America Inc Carmel, CA | $140,073 | $291,286 |
Pnk Inc Berkeley, CA | $59,677 | $75,816 |