Financial Series: Looking at the 990 Part I (March 9) and Part II (March 16)

When: 
Thursday, March 16, 2023 -
10:00am to 12:00pm EDT
Where: 
Webinar - Register by 3/15
Non-members: 
This event is for members only.
Members: 
Log in or create an account.
Add to Calendar

The Program

This session will focus on the IRS Form 990, which 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?

Who should attend?

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.

What will you learn?

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

Speakers

What else should you know?

The PNY Core: Financial Series is a set of perennial programs at Philanthropy New York that help funders understand how to assess organizational health through financial analysis. Designed for philanthropy professionals in any role, from trustee to staff, these interactive offerings help funders build their skills to analyze grantee financial documents. 

If you’re interested in this session, you might be interested in one or more of the following in the PNY Core: Financial Series:

* 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. 

How do you sign up?

Members: Please log in and click the Register Now link above (no fee).

Registration is required by March 15th.

Registrants will receive the webinar link a day prior to each session.

Please email register@philanthropynewyork.org with questions or for further information on this program or on eligibility.

 

For any questions, comments, and/or recommendations, please contact Carolyn Peters, Manager of Learning Services.