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

Thursday, March 25, 2021 -
10:00am to 12:00pm EDT
Webinar - Register by 3/24
This event is for members only.
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This program is a part of the Financial Series (Fundamentals to Financials) from our PNY Core:

* 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. 

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
  • 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.


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**

Please email 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.