Financial Series: Looking at the 990 Part I (March 11) and Part II (March 18)

When: 
Thursday, March 11, 2021 -
10:00am to 12:00pm EST
Where: 
Webinar - Register for both Sessions by 3/10
Non-members: 
This event is for members only.
Members: 
Log in or create an account.
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This program is a part of the Financial Series (Fundamentals to Financials) from our PNY Core:

* 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?

Intended Outcomes

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

Presenter

Designed for

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.

Registration

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 register@philanthropynewyork.org.**

Please email register@philanthropynewyork.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.