Financial Analysis for Grantmakers
March 13, 2024 @ 12:30 pm–March 14, 2024 @ 4:30 pm EDT
An interactive, two-day course providing valuable tools and insights for reading nonprofit financials
Do you know what a statement of activities is? Does looking at a Form 990 confuse you? Are you overwhelmed by the financial analysis process? If you answered yes to any of these questions, this course may be for you!
Financial Analysis for Grantmakers explores the fundamentals of grant proposal financial review and analysis, including organization and project budgets, financial statements, audits, and the IRS Form 990.
This two-day, virtual course is grounded in understanding and practicing financial analysis through an equity lens. Participants work together to analyze and interpret financial information as it relates to relationship-building and understanding an organization’s financial position.
Grantmakers new to philanthropy or their role will gain valuable tools and insights to better understand the Form 990 and nonprofit financial statements to improve the financial analysis process. Course content is consistently updated to account for changes in FASB regulations and the financial implications of current events.
Join us to learn how you can integrate key financial information and equity practices to improve funding decisions.
Individual Rate: $995
Group Rate: $950 per person for groups of 3 or more from the same organization
First-Time TGS Attendee: $950 (use promo code TGSFIRSTCOURSE)
TGS Alumni: $950 (use promo code TGSALUM45)
Instructor: Julie Couturier & Mike Goorhouse
Deadline to register: Friday, March 1
This course takes place over two days and participants are expected to attend the entirety of both days. Participants will be expected to participate in polls, breakout sessions, and discussions either verbally or via chat.
Please Note: Registration is limited to 30 participants. It will NOT be recorded.
Meeting Dates & Times
Participants will meet virtually on Wednesday, March 13 from 12:30–4:30 p.m. and again on Thursday, March 14 from 12:30–4:30 p.m. (ET).
- Applying an equity lens to financial analysis
- Overview of financial analysis; proposal vs. budget
- Interpreting key financial statements
- Unpacking financial audits & reviews
- Exploring the IRS 990/990EZ
- Using ratios as a tool
- Making the decision to fund (or not)
Who should attend this course?
This course is intended for foundation staff, donors, and others engaged in grantmaking. If you do not fit this profile but are interested in attending, please email firstname.lastname@example.org before registering.
Cancellation & Refund Policy
This course may be subject to cancellation if it does not reach the minimum number of registrants. In the event of a cancellation, you will be notified at least two weeks before the course start date and will be offered a full refund or the option to transfer your registration to another Johnson Center course. Refund requests for any other reason must be made at least two weeks prior to the start of the course.
Questions about this event or about your registration?
Call 616-331-7585 or email email@example.com.