- February 15 – Financial Series: Intro to Financial Statements
- March 1 – What to Look for in a Nonprofit’s Financial Statement
- March 15 – Looking at the 990 Part 1 of 2*
- March 22 – Looking at the 990 Part 2 of 2*
- March 29 – Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees
- April 5 – Applied Finance: The IRS Form 990 as a Tool for Understanding Organizational Capacity
- April 12 - Getting the Financial Information You Need Without Overburdening Grantees
*Please note: Participants will automatically be registered for all three 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 -11:00 AM Program
Please email firstname.lastname@example.org to get on the waitlist. Note that you will need to commit to all three partsPart 1 (March 5th) and Part II (March 15th) Part III (March 22nd).
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 ($450 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.