- 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, Partner, PKF O'Connor Davies, LLP
- Anan A. Samara, Principal, PKF O'Connor Davies, LLP
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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.