- 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
* 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.
Financial statements and an organization’s 990 each tell a story. Using the two financial documents together can yield so much more information than the financial status of the organization. Grantmakers who are well-versed in these documents can use them to answer questions about a grantee’s trajectory, its governance, its financial stability and even how it is strategically deploying its resources. These documents can help a grantmaker tactically deploy resources where a nonprofit needs them the most and can guide a grantmaker into a deeper conversation with a grantee around current risks, future growth, or targeted investments to achieve impact.
Upon completing this session, participants will be able to:
- Recognize which document to use when analyzing issues related to a grantee’s health
- Demonstrate an ability to analyze an organization’s financial health through the 990 and financial statements, from beginning to end
- Identify potential areas of investment that could strengthen a grantee or help to expand a program
- Formulate follow-up questions for potential grantees around areas of risk
- Scott A. Brown, CPA, Senior Manager, PKF O'Connor Davies, LLP
- Christopher D. Petermann, CPA, Partner, PKF O'Connor Davies, LLP
Funders who have a basic working knowledge of both the 990 and financial statements and are interested in using these documents as grantmaking tools: 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 -12:00 PM Program
Registration is required by March 27th.
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 firstname.lastname@example.org ($150 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 email@example.com with any questions.