Financial Series: The IRS Form 990 as a Tool for Understanding Organizational Capacity

Thursday, April 11, 2019 -
9:00am to 12:00pm EDT
Philanthropy New York; 320 East 43rd Street, NYC 10017
Add to Calendar

This members-only program is a part of the Financial Series (Fundamentals to Financials) from our PNY Core:

Nonprofit organizations face increasing challenges in today’s operating environment. In order to better understand the realities facing nonprofits and make sound funding decisions, grantmakers must have a firm grasp of the story told by the numbers as well as an awareness of the gaps in capacity that may be hampering an organization’s impact. Focusing on effective approaches to reading and interpreting the IRS Form 990, this workshop will equip grantmakers to understand their grantees’ financial health and how it connects to overall organizational capacity. 

The session will address the financial health and organizational capacity of individual nonprofits and will be structured to include hands-on work with concepts and tools applicable to grantees across a range of mission areas and business models.

**To make the most out of your session, please bring a copy of one of your grantee’s IRS Form 990, preferably one with which you are familiar, from a grantee organization that has changed a lot and/or is growing.**
  • The differences between the Form 990 and audited financial statements and what you might be missing if you rely solely on one or the other
  • How to calculate and interpret key indicators of financial health and sustainability using both the audit and the Form 990, including:
    • Liquid Unrestricted Net Assets (LUNA)
    • Months of cash on hand
    • Operating results
    • Resource allocations among functions
  • Key non-financial information in the form 990 that provides insights into an organization’s capacity in the areas of governance, leadership, and fundraising
  • Identify key measures that will reveal the nonprofit’s sustainability


Designed for

All interested funders.


8:45 - 9:00 AM  Check-in

9:00 AM - 12:00 PM  Program

Registration is required by April 10th.

Members: To register yourself and/or a colleague at your organization, please log in and click the Register Now link above.

Non-Member Funders: Create an account or log in above and click the Register Now link.

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.

Please email with any questions.