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A Grantmaker’s Guide to Reading Financial Documents (Webinar)
June 5, 2018 @ 6:00 pm - 7:00 pm
As a funder, it’s important to familiarize yourself with the unique way in which nonprofits present their financial statements. Although most individuals have a general understanding of accounting, it’s important to note that most of what we learn is often geared towards for-profit companies, whereas the way in which nonprofits present their financial statements is a bit unique.
In this webinar we aim to provide basic information on what each of the major nonprofit financial statements are as well as a general overview of the content and importance of IRS Form 990 and how both, along with some critical ratios can be used to comprehend the financial health of a nonprofit organization.
Webinar key objectives:
- gain a general understanding of nonprofit terminology,
- learn what to look for within each of the 4 major financial statements,
- identify and evaluate the critical pages of IRS Form 990,
- be able to calculate and interpret key financial ratios
About the Presenter
Jennifer Arbore joined The Bonadio Group’s Rochester office in 2017 as a partner with the firm’s Healthcare/Tax-Exempt Practice. In her nearly 20 years in public accounting, Jen has assembled a blue-chip set of clients that range from large senior-services organizations and foundations, to contribution-based and grant-funded not-for-profit agencies.
To ensure that her clients continually receive high-quality, efficient service, Jen supervises teams of accountants and other specialists in tax-exempt organizational matters, and is very involved in developing her team members so they reach their highest potential.
Jen is a board member, treasurer and Audit Committee chair for the YWCA of Rochester and Monroe County, and is a former Finance Committee member at the Villa of Hope. She has devoted considerable time participating on various advisory committees of the Business Department at SUNY Brockport, advising them on curriculum development and other faculty, student and alumni matters.
She is the 2017 recipient of the SUNY Brockport Alumnus of the Year Award for Outstanding Service, and she received the Rochester Business Journal’s Forty Under 40 Award in 2009.
Jen earned her bachelor’s degree in accounting at SUNY Brockport, and she is a member of the American Institute of Certified Public Accountants.