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

Thursday, March 17, 2016 -
8:45am to 11:00am EDT
Philanthropy New York, 1500 Broadway, 7th Floor, NYC
Members of PNY & Partner Orgs: 
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This program is a part of a four-part Interpreting Financial Statements Series from our 2016 PNY Core Curriculum:

View recording here

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 New York state legislation that went into effect in July 2014 will impact your grantees’ financial statements and tax returns
  • Tips for interpreting the financial status of an organization using BOTH their financial statements and tax filings


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.


8:45 -9:00 AM Check-in
9:00 -11:00 AM Program
Registration is required by March 16th
*Please indicate if you will be attending via webcast or in-person (option will be listed upon checkout).* 
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 email with any questions.