Financial Tips & Tools When Analyzing Grants: A Comprehensive Dive

Tuesday, September 16, 2014 - 9:00am to 3:30pm
Kalamazoo, MI
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What is the best approach to conducting a financial review of both organizations and grant proposals? This full-day session will include details on how to conduct an effective financial review of a grant application. Kim Roberts, Grant Financial Analyst, W.K. Kellogg Foundation, will outline a process for conducting a financial review and share an approach to assess financial capacity and organizational strengths and weaknesses. You will discuss project budgets and spotting red flags, then look at audits, IRS form 990s, and similar reports.  You will also apply financial analysis techniques and hone your skills in reading reports and applying ratio analysis.

*Completion of this program counts toward the CMF-JCP Grantmaking Series Certificate of Completion - More Details

Kim Roberts is a Grant Financial Analyst with the W.K. Kellogg Foundation in Battle Creek, reporting to the Grant Services Manager. In this role, Kim assesses the financial health of potential grantees, and performs financial due diligence reviews of existing grantees. She determines if organizations have strong internal controls and systems, are maintaining appropriate levels of public funding, and are adhering to tax compliance and WKKF policies. Also, Kim will help build grantees’ capacity by providing technical assistance on tax eligibility and tax exempt issues. Kim joined the Foundation in 2010, after serving as a Manager in the audit department of Yeo & Yeo, PC in Kalamazoo, where she audited nonprofits, schools, and governmental entities. She also worked at PriceWaterhouseCoopers LLP, in Battle Creek, as a Senior Associate in Assurance and Business Advisory Services, where she was involved in annual audits of the W.K. Kellogg Foundation.


Staff and Leadership of any grantmaker seeking to strengthen their grant reviews, financial analysis and/or grantmaking.


CMF Members - $95.00
Non-Members - $190.00


Please contact Deb Palms at or 313-566-2444 Ext. 213.