CDP NORTH AMERICA INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

LORI LLEWELLYN

Phone

2123782086

Tax Period

2024-04-01 to 2025-03-31

CDP NORTH AMERICA INC, founded in 2011, is a mid-sized nonprofit in the Environment sector that reported $38.7M in total revenue in fiscal year 2024. Expenses of $44.2M exceeded revenue, resulting in a 14% operating deficit.

Mission

CDP NORTH AMERICA, INC. 'S ("CDP-NA") VISION FOR THE FUTURE IS A THRIVING ECONOMY THAT WORKS FOR PEOPLE AND PLANET IN THE LONG TERM. WE FOCUS INVESTORS AND COMPANIES ON TAKING URGENT ACTION TO BUILD A TRULY SUSTAINABLE ECONOMY BY MEASURING AND UNDERSTANDING THEIR ENVIRONMENTAL IMPACT. TO THAT END, CDP PIONEERED THE ONLY GLOBAL SYSTEM FOR COMPANIES TO DISCLOSE AND MANAGE THEIR ENVIRONMENTAL PERFORMANCE. CDP-NA IS PART OF THE NOT-FOR-PROFIT CHARITY NETWORK CDP WORLDWIDE WHICH TRACKS HOW COMPANIES AND CITIES MEASURE, DISCLOSE, MANAGE AND ACT UPON VITAL ENVIRONMENTAL INFORMATION.

Program Service Accomplishments

Program 1

Expenses: $29,531,078 Revenue: $11,361,625

DISCLOSURE & GLOBAL INITIATIVES:CDP HAS 640+ SIGNATORY INVESTORS GLOBALLY WITH USD $127 TRILLION IN ASSETS. OF THIS, NORTH AMERICA ACCOUNTS FOR MORE THAN 200 SIGNATORIES. HIGHLIGHTS FOR HOW NORTH...

DISCLOSURE & GLOBAL INITIATIVES:CDP HAS 640+ SIGNATORY INVESTORS GLOBALLY WITH USD $127 TRILLION IN ASSETS. OF THIS, NORTH AMERICA ACCOUNTS FOR MORE THAN 200 SIGNATORIES. HIGHLIGHTS FOR HOW NORTH AMERICAN INVESTORS USED CDP DATA OVER THE YEAR INCLUDE: BLOOMBERG INTEGRATES CDP CLIMATE CHANGE, DEFORESTATION, AND WATER SECURITY DATA, CDP SCORES DATA, AND MODELLED EMISSIONS DATA INTO THE BLOOMBERG TERMINAL; INVESCO INDEXING IS USING CDP CLIMATE DATA TO CREATE TRADEABLE INDICES AND INVESTMENT PRODUCTS FOR CLIENTS; MSCI USES CDP DATA TO BUILD INDEX PRODUCTS AS WELL AS PROVIDING OTHER IN-DEPTH ESG SERVICES TO THEIR CLIENTS; ISS USES CDP DATA IN ENVIRONMENTAL & SOCIAL DISCLOSURE QUALITY SCORE, ESG CORPORATE RATING AND CARBON AND CLIMATE FOOTPRINT DATA; S&P GLOBAL IS USING CDP CLIMATE, WATER SECURITY AND DEFORESTATION DATA TO INFORM THEIR RESEARCH AND SERVICE OFFERINGS TO CAPITAL MARKETS AND CORPORATIONS; AND CDP HAS ALSO ESTABLISHED SYMBIOTIC PARTNERSHIP AGREEMENTS WITH THREE ENVIRONMENTAL NGO'S (SHARE, ICCR, EMIA), WHERE CDP DATA IS USED TO DRIVE CORPORATE ENGAGEMENTS.

Program 2

Expenses: $9,230,754 Revenue: $8,920,551

MEMBERSHIP PROGRAMS:OUR MEMBERSHIP OFFERINGS INCLUDING CAPITAL MARKETS, CDP REPORTER SERVICES AND CDP SUPPLY CHAIN, PROVIDE ENHANCED SUPPORT TO ACCELERATE MEMBERS' ENVIRONMENTAL ACTION.CDP PROVIDES AN UNPARALLELED SET OF ENVIRONMENTAL DATA AND AWARD-WINNING INSIGHTS TO INVESTOR MEMBERS TO ARM THEM WITH THE INFORMATION THEY NEED TO PROTECT THEIR INVESTMENTS FROM RISKY CLIMATE CHANGE AND NATURE IMPACTS.CDP REPORTER SERVICES INCLUDES MORE THAN 430 REPORTER SERVICES MEMBERS WORLDWIDE, WHICH BENEFIT FROM STRATEGIC ACCOUNT MANAGEMENT AND ENHANCED DATA ACCESS THAT SUPPORT IMPROVEMENT IN THE QUALITY OF THEIR DISCLOSURE.THROUGH CDP SUPPLY CHAIN, OVER 100 NORTH AMERICAN COMPANIES COLLECTED DATA FROM MORE THAN 60,000 GLOBAL SUPPLIERS IN 2024 MANY OF WHICH WOULD NOT OTHERWISE DISCLOSE THEIR ENVIRONMENTAL IMPACT.

Program 3

Expenses: $620,799 Revenue: $1,592,933

PARTNERSHIPS AND EVENTS:CDP PARTNERSHIPS FOCUS ON BUILDING A STRONG NETWORK OF EXTERNAL STAKEHOLDERS TO DRIVE REAL EMISSIONS REDUCTIONS BY SUPPORTING RESPONDING ENTITIES WITH DATA COLLECTION...

PARTNERSHIPS AND EVENTS:CDP PARTNERSHIPS FOCUS ON BUILDING A STRONG NETWORK OF EXTERNAL STAKEHOLDERS TO DRIVE REAL EMISSIONS REDUCTIONS BY SUPPORTING RESPONDING ENTITIES WITH DATA COLLECTION, SUSTAINABILITY STRATEGY RECOMMENDATIONS, AND MUCH MORE. CDP'S PARTNERS RANGE FROM ACCREDITED SERVICE PROVIDERS TO LARGE COMPANIES THAT ARE INTEGRATING CLIMATE STRATEGY INTO THEIR CORE BUSINESS. CDP-NA ORGANIZES ANNUAL EVENTS WHICH SERVE AS OPPORTUNITIES TO CONVENE EXPERTS AND PRACTITIONERS TO DISCUSS ADVANCES IN SUSTAINABILITY PRACTICES. THE EVENTS HAVE BEEN HELD AT LOCATIONS RANGING FROM GOOGLE'S CAMPUS TO COLUMBIA UNIVERSITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,379,789

Program Service Revenue $21,875,109

Investment Income $452,157

Other Revenue $0

TOTAL REVENUE $38,707,055

Expense Breakdown

Grants Paid $22,148,605

Salaries & Benefits $12,540,156

Fundraising Expenses $1,093,468

Program Expenses $39,382,631

Other Expenses $9,486,281

TOTAL EXPENSES $44,175,042

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,707,055	$38,391,672	+0.0%
Expenses	$44,175,042	$47,785,556	-0.1%
Net Income	$-5,467,987	$-9,393,884	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

120

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$720,504

Total Directors

Key Employees

$514,274

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID WOLFSON	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
ALYA KAYAL	SECRETARY	1.00	Officer Director	$0	$0	$0
DOROTA LAUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LUBIN	DIRECTOR	5.00	Director	$0	$0	$0
LORI LLEWELLYN	MANAGING DIRECTOR	40.00	Officer	$232,588	$53,371	$285,959
DANIEL GOLDSMITH	CHIEF FINANCIAL OFFICER	40.00	Officer	$209,928	$53,647	$263,575
DEVIN DAI	HEAD OF FINANCE (THRU FEB 2025)	40.00	Officer	$141,194	$29,776	$170,970
SIMON FISCHWEICHER	HEAD OF CORPORATES AND SUPPLY CHAIN	40.00	Key Emp	$202,784	$53,552	$256,336
JONATHAN LABOZZETTA	HEAD OF DEVELOPMENT	40.00	Key Emp	$190,163	$67,775	$257,938
KATHERINE WALSH	HEAD OF CITIES, STATES, & REGIONS	40.00	Highest	$164,214	$45,060	$209,274
ANDREA TENORIO	DIRECTOR OF FINANCIAL OPERATIONS	40.00	Highest	$151,649	$24,514	$176,163
GEORGE M HODGE	GLOBAL HEAD OF SALES & BUSINESS DEV.	40.00	Highest	$146,622	$22,546	$169,168
MELINDA REAGAN SWAINE	GLOBAL DIR., EVENT STRATEGY & OPS.	40.00	Highest	$144,058	$50,176	$194,234
ELIZABETH H POSNER	HEAD OF EDITORIAL	40.00	Highest	$130,384	$18,919	$149,303

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$38,707,055	$44,175,042	$28,876,823	$-5,467,987
2024	$38,391,672	$47,785,556	$33,766,663	$-9,393,884
2023	$27,245,305	$26,565,055	$39,366,711	$680,250
2022	$35,828,788	$17,161,037	$33,043,858	$18,667,751
2021	$15,363,143	$12,860,281	$12,413,803	$2,502,862
2020	$11,089,130	$10,407,159	$8,321,971	$681,971
2019	$7,362,371	$8,479,691	$6,210,105	$-1,117,320