Grantmaking 101: Assessing nonprofit’s finances - Unravelling the 990s and financial statements

Jul242018
When: 
Tuesday, July 24, 2018
5:30pm - 7:00pm PDT
Where: 
San Diego Grantmakers
5060 Shoreham Pl, San Diego, CA 92122
PRICE: 
$0.00 - Members $55.00 - Non-Member Funders
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What do all those numbers in a nonprofit’s IRS 990 tax return and financial statement mean?  How do different financial data relate to an organization’s financial health and organizational leadership and capacity? This workshop is designed for SDG members who want to confidently analyze and understand nonprofit financial materials to help them make informed grantmaking decisions.

This event will include light refreshments and snacks.

To ensure this workshop is accessible to SDG members, there will be another date and time available for this workshop: August 9, 2018: 11:30am – 1:00pm (lunch included).

Presenter: Patricia Jo Mayer, CPA, Tax – Director, Moss Adams, LLP, San Diego Office

Patty’s focus is providing tax and related tax planning services with an emphasis on not-for-profit organizations. Patty works predominately with private foundations and public charities. She provides various tax consulting services including: unrelated trade or business income, safe harbors of Intermediate Sanctions, fringe benefits, public support testing, self-dealing, expenditure responsibility, individual grant making procedures IRS approval process, private operating foundation set-a-sides and testing, and termination of private foundation status.   Patty is a leader of Moss Adams, LLP’s Southern California not-for-profit tax practice and a member of the firm Not-for-Profit Tax Committee.  Her professional affiliations and certifications include: American Institute of Certified Public Accountants (AICPA); California Society of Certified Public Accountants (CalCPA); CPA License in California. Board member Community Health Improvement Partners; and Finance committee member San Diego Grantmakers.

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Event Roster

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Total: 2
NameTitleOrganization
Sarah BowlesVice President, Global PhilanthropyJPMorgan Chase & Co.
Carl VonderauPartnerSan Diego Social Venture Partners