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

Thursday, March 20, 2014 -
8:45am to 11:00am EDT
Philanthropy New York, 4th floor, 79 Fifth Ave., NYC
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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?


  • Why the financial statements and tax filings for public charities aren't the same
  • GAAP versus TAX, and how differences between the two arose
  • How proposed New York state legislation will impact your grantees financial statements and tax return
  • Tips for interpreting the financial status of an organization using BOTH their financial statements and tax filings

Part of Philanthropy New York's Financial/Tax Analysis Series.

This program is "Partially Open."


  • Candice Meth, Senior Manager, Not-for-Profit Services Group, EisnerAmper LLP

Designed for

All funders who wish to enhance their financial skills. Attendance at our workshops "What To Look for in a Nonprofit’s Financial Statements" and "Looking at the 990 Parts I & II", or a minimum of two years of experience working with nonprofit financial and tax forms is recommended.

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