Exempt Organization Sample Financial Statement
Publication date:
04/2014
From the Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees event, this is a sample of an except organzation's finiancial statment.
Finance & Asset Management
Leveraging the Power of Foundations: An Analysis of Program-Related Investments
Publication date:
05/2013
This Lilly Family School of Philanthropy at Indiana University analysis of key trends in foundation engagement in program-related investments between 2000 and 2010 finds that there is significant interest in PRIs, and that many foundations that use PRIs report successful results, but their use is still limited to a relatively small number of foundations.
Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees
Publication date:
04/2013
Learn how the IRS Form 990 and financial statements can best be used together to interpret the financial status of an organization.
Understanding and Benchmarking Foundation Payout
Publication date:
09/2012
This report demystifies the concept of foundation payout while addressing common misperceptions. It also delivers first-ever trend information detailing the payout practices of the largest U.S. foundations.
Benchmarking Foundation Administrative Expenses: Update on How Operating Characteristics Affect Spending
Publication date:
09/2012
This report explores how variations in foundations' characteristics, activities and giving levels influence charitable administrative expense levels. It can help to inform policy debates and foundation practices.
Beyond the 990: Effective Nonprofit Financial Data Analysis - WEBINAR
Publication date:
04/2012
In this webinar, financial experts from the Nonprofit Finance Fund (NFF) provided instruction on what to look for when reviewing nonprofit financials—imparting five steps for assessing financial health.
Looking at IRS 990 Forms
Publication date:
03/2012
Participants learned what information can be gleaned from the 990 form and what has changed within the form since prior years.
What to Look for in a Nonprofit's Financial Statement
Publication date:
03/2012
In What to Look for in a Nonprofit's Financial Statement, participants learned how to analyze and evaluate nonprofit financial statements and know what questions to raise for further analysis. They walked through a set of financial statements, focusing on definitions and relationships of numbers.
Key Facts on Mission Investing
Publication date:
10/2011
The number of charitable foundations employing their investment portfolios to achieve a social benefit is on the rise, according to this report. Key Facts on Mission Investing finds that one in seven surveyed foundations are directing their assets to market-rate mission-related investments and/or below-market-rate program-related investments. By investing endowment dollars to further their charitable missions, these grantmakers —which hold 20 percent of all U.S. foundation assets— are extending the public benefit of their resources. The report also offers perspective from Stephen Viederman,...
Jessie Smith Noyes Foundation Investment Policy
Publication date:
04/2011
Innovative strategies and new investment opportunities can be used to align investment practices with mission objectives to sustain the public good. Jessie Smith Noyes Foundation offers a look at their investment policy which can be used as a template for others.
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