Financial Series - Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees

Thursday, March 23, 2017 -
9:00am to 11:00am EDT
Philanthropy New York, 1500 Broadway, 7th Floor, NYC
Members of PNY & Partner Orgs: 
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This program is a part of the Financial Series from our PNY Core:

* This session assumes basic knowledge of financial management and reporting. If you do not already have experience in the basic terminology of nonprofit financials, please register for and attend the Financial Series: Intro to Financial Statements before these sessions. Due to the intensive nature of this session, it will not be offered via remote access.

Experienced grantmakers often use two financial documents to review potential and current grantees: financial statements and IRS Form 990. But how do the two documents differ and how can they best be used together to interpret the financial status of an organization?

Intended Outcomes

Upon completing this session, participants will be able to:

  • Recognize when to turn to the 990 vs. the financial statements for answers to questions about grantees
  • Demonstrate an ability to analyze an organization’s financial health through the 990 and financial statements, from beginning to end
  • Recognize why the financial statements and tax filings for public charities aren’t the same
  • Identify potential risk areas revealed by each document and formulate follow-up questions for potential grantees


Designed for

Funders with less than two years of experience in the field – program-officers, CEOs and other staff, as well as trustees, who have completed the earlier parts of the series.  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

Registration is required by 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 ($150 fee).

Please email with any questions.

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