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

When: 
Thursday, April 11, 2013 -
8:45am to 11:00am EDT
Where: 
Philanthropy New York, 79 Fifth Ave., 4th floor, NYC
Philanthropy New York, 79 Fifth Ave., 4th floor, 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?
 

Explore

  • Discover why the financial statements and tax filings for public charities aren't the same
  • Discuss GAAP versus TAX and how differences between the two arose 
  • Learn 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." 
 

Presenter

  • 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’ experience working with nonprofit financial and tax forms is recommended.