Analyzing Financials: Critical Aspects of Grant Applications and Form 990’s

Leave blank unless you have been provided a code.

Assessing the financial status of an organization is an important aspect of the grant application review process. In this webinar, we will outline a process for completing a basic financial review of the grant seeker, including review of the organization’s financial statements, analysis of the organization’s financial results using financial ratios, and review of the organization’s Form 990 for potential compliance issues or concerns.

The CMF-JCP Grantmaking Series is a program offering made possible through an agreement between The Council of Michigan Foundations and the Dorothy A. Johnson Center for Philanthropy.

* Completion of this webinar will count toward the 2016 CMF-JCP Grantmaking Series Certificate of Completion - More Details


Kimberly Roberts

grant financial analyst, W.K. Kellogg Foundation

Kimberly Roberts is a grant financial analyst at the W.K. Kellogg Foundation. In this role, Kim performs financial due diligence reviews of potential and 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 Kellogg Foundation policies. Kim joined the foundation in 2010, after serving as a manager in the audit department of Yeo & Yeo, PC where she audited nonprofits, schools and governmental entities. She also worked at PricewaterhouseCoopers LLP as a senior associate.

Christina Hardy

assurance senior associate, Plante & Moran, PLLC

Christina has 15 years of accounting, auditing and tax experience specializing in not-for-profits. Christina is a senior associate serving the West Michigan Not-for-Profit Industry. She is also a member of the Firm’s Not-for-Profit Quality Review group. Christina serves over 50 nonprofit clients including several religious organizations, human service organizations, foundations, economic development organizations and other grant funded organizations.


CMF Members: $35
Nonmembers: $70

Product type: