- February 21 – Intro to Financial Statements
- March 7 – What to Look for in a Nonprofit’s Financial Statement (Snow Day: March 11)
- March 14 – Looking at the 990 Part 1 of 2* (Snow Day: March 18)
- March 21 – Looking at the 990 Part 2 of 2* (Snow Day: March 25)
- March 28 – Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees (Snow Day: April 1)
- April 4 – Getting the Financial Information You Need Without Overburdening Grantees
- April 11 - The IRS Form 990 as a Tool for Understanding Organizational Capacity
*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?
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
- Christopher D. Petermann, CPA, Partner, 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.
8:45 -9:00 AM Check-in
9:00 AM -12:00 PM Program
Registration is required by March 13th. Note that you will need to commit to both parts: Part I (March 14) and Part II (March 21).
Members: To register yourself and/or a colleague at your organization, please log in and click the Register Now link above. (no fee)
Non-Member Funders: Please email email@example.com ($300 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 firstname.lastname@example.org with any questions.