Financial Series: Looking at the 990 Part I (March 12) and Part II (March 19)

When: 
Thursday, March 19, 2020 -
9:00am to 12:00pm EDT
Where: 
Philanthropy New York; 320 East 43rd Street, NYC 10017
Non-members: 
This event is for members only.
Members: 
Log in or create an account.
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This members-only program is a part of the Financial Series (Fundamentals to Financials) from our PNY Core:

*Please note: Participants will automatically be registered for all two sessions in this two-part series.  Due to the intensive nature of these sessions, they will not be offered via remote access.


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

8:45 -9:00 AM Check-in
9:00 AM -12:00 PM Program

Registration is required by March 11th. Note that you will need to commit to both parts: Part I (March 12) and Part II (March 19).

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: To ensure fairness among our members, we reserve the right to limit the number of attendees per organization for select professional development programs.

Please email register@philanthropynewyork.org with any questions.