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Csp North America Inc

EIN 88-0761980 · Berkeley, CA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood74 out of 100GovernanceStrong91 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$877,076
Spending
$921,271
Spent on programs
80%
Reserves
12.5 months of spending
Largest source of income
donations and private grants, 76%
Employees
3
Volunteers
10
Highest pay
$232,500, executive dir.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 74 out of 100. Higher than 35% of charities in its peer group (philanthropy, $250k to $1m).

  • Reserves

    35 of 35

    Spendable reserves would cover 12.5 months of spending.

  • Debt

    20 of 20

    It owes 0% of what it owns.

  • Living within its means

    4 of 15

    Spending exceeded income by 5% of income.

  • Income trend

    0 of 15

    Income fell 38% on the year before.

  • Spending floor

    15 of 15

    80% of spending went to programs and raising each dollar of donations cost 8 cents.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 91 out of 100. Higher than 76% of charities in its peer group (philanthropy, $250k to $1m).

  • Independent board

    25 of 25

    5 of 5 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    6 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (3)
  1. $474,101 spent. 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.
  2. $162,086 spent. 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.
  3. $100,108 spent. 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.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since October 2022.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.