Financial Series - Looking at the 990 Part I (March 15) and Part II (March 22)

Thursday, March 15, 2018 -
9:00am to 12:00pm EDT
Philanthropy New York; 1500 Broadway, 7th Floor, NYC 10036
Members & Guests: 
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This program is a part of the Financial Series from our PNY Core:

*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?

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


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.


8:45 -9:00 AM Check-in
9:00 -11:00 AM Program

Please email 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 ($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 with any questions.