Secrets of the 990: How to Evaluate and Assess the Risk Profile of Your Grantees

Tuesday, April 25, 2017 -
10:00am to 11:30am EDT
CohnReznick, Training Center
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For members of the Connecticut Council for Philanthropy.


Expert guidance for grantmakers on how to evaluate financial strength and assess the risk profile of their grant-seekers. 

Each grant-making organization has a responsibility to ensure that grant funds are used appropriately and effectively.  An applicant and grant recipient must be able to demonstrate their ability to use the funds to support the program strategy, to protect their assets, to effectively account for the use of funds and to provide outcome reporting.  The strength of applicants and recipients, which is critical to the successful use of grant funds, can be determined through a risk assessment.  Two key tools that can be used to support a risk assessment are the financial statement and tax returns of an applicant.

During this program, we will discuss the information available on financial statements and tax returns and how that information can support your evaluation of an applicant and monitor grant recipients.


Patricia E. McGowan, Partner, CohnReznick

Patricia E. McGowan, CPA, is a Partner with CohnReznickand co-leads the efforts of their firm’s Not-for-Profit and Education Industry Practice in New England.  Pat has more than 25 years of public accounting experience and works with all types of not-for-profit organizations including private and community foundations, social service organizations, developers of affordable housing, arts and cultural organizations and independent schools.


Members: To register yourself and/or a colleague at your organization, please log in and click the "Register Now" link above. (no fee)

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Contact Dee Goodrich, Director of Member Engagement, 860-525-5585.

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