Berkeley, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)CSP North America Inc, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $877K in total revenue in fiscal year 2025. Revenue fell 38% from the prior year — a significant decline worth monitoring.
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.
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...
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.
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...
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.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2025 | 2024 | Change | |
|---|---|---|---|
| Revenue | $877,076 | $1,417,719 | -0.4% |
| Expenses | $921,271 | $746,630 | +0.2% |
| Net Income | $-44,195 | $671,089 | -1.1% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Seth Fleisher | Executive Dir. | 40.00 |
Officer
|
$186,000 | $46,500 | $232,500 |
| Erin Duddy | Dir. of Prog. | 40.00 |
|
$146,085 | $9,141 | $155,226 |
| Faye Walsh Drouillard | Board Chair | 0.00 |
Officer
Director
|
$0 | $0 | $0 |
| Naiana Miranda | Secretary | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| Hanson Gong | Treasurer | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| Falko Paetzold | Director | 3.00 |
Director
|
$0 | $0 | $0 |
| Jim Chowdry | Director | 3.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $877,076 | $921,271 | $966,821 | $-44,195 |
| 2024 | No data | No data | No data | No data |
| 2023 | $620,975 | $418,954 | $365,791 | $202,021 |
| 2022 | $291,286 | $157,865 | $140,073 | $133,421 |
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