CSP North America Inc (EIN 880761980) - Form 990 Financial Analysis & Trantor Score

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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

2022

Legal Domicile

Principal Officer

Seth Fleisher

Phone

8317470759

Tax Period

2023-01-01 to 2023-12-31

CSP North America Inc, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $621K in total revenue in fiscal year 2023. Revenue surged 113% from the prior year, signaling strong growth momentum. The organization ran a surplus of $202K, a strong 33% operating margin.

Mission

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.

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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 (2023)

Revenue Breakdown

Contributions & Grants $579,262

Program Service Revenue $41,250

Investment Income $437

Other Revenue $26

TOTAL REVENUE $620,975

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,587

Fundraising Expenses $24,800

Program Expenses $294,076

Other Expenses $236,367

TOTAL EXPENSES $418,954

Year-over-Year Comparison

	2023	2022	Change
Revenue	$620,975	$291,286	+1.1%
Expenses	$418,954	$157,865	+1.7%
Net Income	$202,021	$133,421	+0.5%

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

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

$100,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Erin Duddy	Dir. Program & Eng	40.00		$117,614	$0	$117,614
Seth Fleisher	Executive Dir.	40.00	Officer	$100,000	$0	$100,000
Falko Paetzold	Board Chair	5.00	Officer Director	$0	$0	$0
Naiana Miranda	Secretary	3.00	Officer Director	$0	$0	$0
Faye Walsh Drouillard	Treasurer	3.00	Officer Director	$0	$0	$0
Jim Chowdry	Director	3.00	Director	$0	$0	$0
Raffi Mardirosian	Director	3.00	Director	$0	$0	$0

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
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

CSP North America Inc