Join us for a deeper analytic dive into the Form 990. This familiar statement presents a wealth of data about a nonprofit organization, but what matters most?
Learn a method for reviewing the 990, understanding what is key information, and identifying red flags that merit further investigation. In this hands-on workshop, you will apply what you learn by analyzing a nonprofit organization's 990 with a small group of your peers.
Questions and conversation encouraged!
Key Learning: With expert guidance from workshop leaders and working on a case study with your peers, find out:
- What the 990 can tell you that financial statements do not
- What are all the schedules attached to the 990 and what can they tell you
- What are restricted assets and why do restrictions matter
- What are some red flags to watch for
Lunch will be provided.
Pamela Labonte Maksy, Chief Operating Officer, GMA Foundations
Pamela joined GMA Foundations in 1998 and became a principal partner in June 2000. Her work with GMA clients includes payout analysis and forecasting. Pamela specializes in helping GMA’s clients achieve their philanthropic goals by working with them to plan and manage their annual distributions for maximum impact. Pamela is a cum laude graduate of College of the Holy Cross, where she was inducted as a member of Phi Beta Kappa.
Alfonso A. Perillo, CPA, CFE, MSW, Director of Financial Services, GMA Foundations
As Director of Financial services at GMA Foundations, Alfonso Perillo leads the firm's client-centered approach to delivering essential services to foundations and grant-making charities, from accounting to payout planning and advising CFOs. He was most recently a Partner at Edelstein and Company and practice leader of the firm's Nonprofit Team. Alfonso has specialized in taxation and assurance services for nonprofits and foundations for 20 years. As a former practicing social worker, Alfonso brings a unique perspective to the services he provides his clients.