- February 25 – Intro to Financial Statements
- March 4 – What to Look for in a Nonprofit’s Financial Statement
- March 11 – Looking at the 990 Part 1 of 2*
- March 18 – Looking at the 990 Part 2 of 2*
- March 25 – Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees
- April 1 – Getting the Financial Information You Need Without Overburdening Grantees
* 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.
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
- Formulate follow-up questions for potential grantees around areas of risk
- Scott A. Brown, CPA, Senior Manager, PKF O'Connor Davies, LLP
- Anan A. Samara, Principal, 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.
10:00 AM - 12:00 PM Program
Registration is required by March 24th. Registrants will receive the webinar link a day prior to the program.
Members: To register yourself and/or a colleague at your organization, please log in and click the Register Now link above. (no fee)
** Please note that we are offering the Financial Series virtually in 2021. Foundations outside the New York metropolitan area can take advantage of the 2021 virtual series for a fee. For more information, please email firstname.lastname@example.org.**
Please email email@example.com with any questions.
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.