Home » Events » Exploring Nonprofit Financial Statements for Nonprofit Professionals

Exploring Nonprofit Financial Statements for Nonprofit Professionals

September 24th, 2019
10:00AM to 12:00PM
Philanthropy Massachusetts, 133 Federal Street, Suite 802, Boston, MA
Consultant, Grantseeker, Nonprofit
Event type:
Member fee:
Base fee:

A nonprofit organization’s financial statements can tell you a lot about that organization. In this workshop, you’ll learn how to find the stories that nonprofit financial statements are telling you. This is an interactive workshop and you will have the opportunity to get comfortable with the numbers found in financial statements and disclosures, look at key financial indicators to determine the health of an organization, assess profitability, and much more!

With guidance from the workshop leader and your peers, explore:

  • Audited financial statements and key financial indicators which show signs of financial difficulty and stability
  • Profitability by department or business line
  • Internal financial statement presentation and signs to look out for
  • New Financial Statement Disclosure Requirements
  • Discuss footnote and Form 990 presentation on how nonprofits can put their best foot forward.

This program is appropriate for nonprofits and board members at all levels of experience.


David Kelleher, CPA, CGMA, Partner, AAFCPAs

Dave has been serving AAF clients since 1997. He has extensive experience providing assurance, tax, and business advisory solutions to nonprofit organizations and closely-held companies.

Dave’s diverse nonprofit client base includes: community development centers, independent schools, human and social services organizations, and early education and care (EEC) agencies. Dave has extensive nonprofit tax experience, advising clients on complex issues such as unrelated business income tax, state filing requirements, related party and executive compensation disclosures. He also helps clients identify and address risks related to their Uniform Financial Report (UFR) and other funding source regulations. Dave specializes in providing federal and state audits to the firm’s clients in accordance with Uniform Guidance/Single Audit and Government Auditing Standards.

Dave also provides active guidance on tax, audit and compliance issues for sophisticated commercial clients, including: low-income housing and professional services firms. He helps companies fully interpret the financial and operational information discovered during the audit process. His advice leads to informed decision-making and positively impacts business performance.

Registration type: 
Normal registration

Philanthropy MA Policies

Refunds: When an event or program requires payment, payment is required in advance unless alternative arrangements have been made with an Philanthropy MA staff member. If payment has not been received and/or arrangements have not been made three or more business days before the event date, Philanthropy MA reserves the right to cancel your unpaid reservation. Philanthropy MA does not provide refunds, but a credit good for one year may be issued for future events if notice of nonattendance is received three or more business days prior to the event. If you need to cancel your event registration, please email Philanthropy MA staff at info@philanthropyma.org.

No Solicitations: Philanthropy MA values knowledge sharing – connecting people with each other and with information. We strive to create a welcoming, collegial atmosphere at all of our events. We kindly ask program participants to refrain from soliciting other participants for business or grants while at events hosted by us, regardless of venue. 

Accessibility: To inquire about accessibility of our programs, please email info@philanthropyma.org.

Media: Photographs and/or video may be taken at this event to support Philanthropy MA's efforts to educate and inform the community on the role of philanthropy, in marketing materials, on our website and through social media. If you prefer your image not to be used please notify us at the event. Thank you.

133 Federal Street, Suite 802 | Boston, MA 02110
Phone: 617.426.2606
© 2019 Philanthropy Massachusetts