- February 25 – Intro to Financial Statements
- March 4 – What to Look for in a Nonprofit’s Financial Statement
- March 11 – Looking at the 990 Part 1 of 2*
- March 18 – Looking at the 990 Part 2 of 2*
- March 25 – Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees
- April 1 – Getting the Financial Information You Need Without Overburdening Grantees
* Financial Series: Intro to Financial Statements is a prerequisite for those who are new to assessing finances. The four-part Interpreting Financial Statements curriculum requires a basic understanding of both documents.
The IRS Form 990 is used by funders as a tool to track and scrutinize the finances, governance and accomplishments of grant applicants and recipients. The form creates a level playing field for an otherwise diverse sector. What information can be gleaned from the form? What are the critical focus areas?
Upon completing this session, participants will be able to:
- Demonstrate an ability to analyze an organization’s financial health through the 990
- Analyze an organization’s 990 for potential red flags
- Use the 990 to understand governance of the organization
- Identify questions to raise with the grant applicant or grantee about their 990
- Scott A. Brown, CPA, Senior Manager, PKF O'Connor Davies, LLP
- Anan A. Samara, Principal, PKF O'Connor Davies, LLP
Funders with less than two years of experience in the field – program-officers, CEOs and other staff, as well as trustees. It is also recommended for experienced grantmakers seeking a refresher in the basic financial tools of grantmaking.
March 11 - 10:00 AM - 12:00 PM Program
March 18 - 10:00 AM - 12:00 PM Program
Registration is required by March 10th. Registrants will receive the webinar link a day prior to the program.
Members: To register yourself and/or a colleague at your organization, please log in and click the Register Now link above. (no fee)
** Please note that we are offering the Financial Series virtually in 2021. Foundations outside the New York metropolitan area can take advantage of the 2021 virtual series for a fee. For more information, please email email@example.com.**
Please email firstname.lastname@example.org with any questions.
Please note: To ensure fairness among our members, we reserve the right to limit the number of attendees per organization for select professional development programs.