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PNY Core: Financial Series

This popular series is a set of perennial programs at Philanthropy New York that provide a spectrum of nonprofit finance-related professional development, including a mini-series for IRS Form 990 and Audited Financials fluency. It is a part of our...

Easy to Say and Hard to Do Well

Release Date: 
05/02/2018
Philanthropy New York President Ronna Brown gives gives her take on 'Four Essentials for Foundation Effectiveness' presented by Center for Effective Philanthorpy President Phil Buchanan.
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News type 
President's Message
PNY News
05 Apr 2018

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

Thursday, April 5, 2018 -
9:00am to 11:00am
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...
12 Apr 2018

Getting the Financial Information You Need Without Overburdening Grantees

Thursday, April 12, 2018 -
3:00pm to 5:00pm
This program is a part of the Financial Series from our PNY Core : February 22 – Financial Series: Intro to Financial Statements March 1 – What to Look for in a Nonprofit’s Financial Statement March 8 – Looking at the 990 Part 1 of 3* March 15 –...
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Event type 
Professional Development
Format 
Workshop
Audience 
All Funders
Topic(s) 
HR & Operations
Nonprofit Financials
10 Mar 2022

Financial Series: Looking at the 990 Part I (March 10) and Part II (March 17)

Thursday, March 10, 2022 -
10:00am to 12:00pm
This session will focus on the IRS Form 990, which is used by funders as a tool to track and scrutinize the finances, governance, and accomplishments of grant applicants and recipients. The form creates a level playing field for an otherwise diverse...
24 Mar 2022

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

Thursday, March 24, 2022 -
10:00am to 12:00pm
Financial statements and an organization’s 990 each tell a story. This session will show how using the two financial documents together can yield so much more information than the financial status of the organization.
31 Mar 2022

Financial Series: Getting the Financial Information You Need Without Overburdening Grantees

Thursday, March 31, 2022 -
10:00am to 12:00pm
In this interactive wrap-up to the Financial Series, participants will step into the shoes of grantees, providing a new perspective on financial due diligence. Join us to explore what can be gleaned from internal financial reports, such as budgets,...
14 Feb 2023

Financial Series: Introduction to Financial Statements

Tuesday, February 14, 2023 -
10:00am to 12:00pm
In this primer to the Financial Series, participants will get a peek into how a grantee assembles the financial statements and the stories they tell. It is a broad overview for all newcomers who must work with nonprofit organizations’ financial...
09 Mar 2023

Financial Series: Looking at the 990 Part I (March 9) and Part II (March 16)

Thursday, March 9, 2023 -
10:00am to 12:00pm
This session will focus on the IRS Form 990, which is used by funders as a tool to track and scrutinize the finances, governance, and accomplishments of grant applicants and recipients. The form creates a level playing field for an otherwise diverse...

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