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

Christopher Petermann and Scott Brown, Partners of PKF O’Connor Davies’ Private Foundation Practice, will be presenting at Philanthropy New York’s Financial Series: “Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees.” In this program, participants will be able to recognize which document to use when analyzing issues related to a grantee’s health; demonstrate an ability to analyze an organization’s financial health through the 990 and financial statements, from beginning to end; identify potential areas of investment that could strengthen a grantee or help to expand a program; and formulate follow-up questions for potential grantees around areas of risk.