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

Thursday, March 28, 2019 -
9:00am to 12:00pm EDT
Philanthropy New York; 320 East 43rd Street, NYC 10017
This event is for members only.
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This members-only program is a part of the Financial Series (Fundamentals to Financials) 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.

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. 

Intended Outcomes

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


Designed for

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 ($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 with any questions.