Elevate Your Practice: Understanding 990s & Audited Financial Statements

Open to: 
PhilMO Full Members (free) & Non-Member Funders ($50)
When: 
Thursday, March 3, 2022
10:00am to 11:30am CST
Where: 
Online Zoom Meeting
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Program Description:
Back by popular demand! Join Philanthropy Missouri for a Skills & Strategies deep-dive into 990s and audited financial statements facilitated by Amy Altholz (RubinBrown) and Deena Scotti (Missouri Foundation for Health) who will be providing an experienced grantmaker perspective.

During this 90-minute virtual program, attendees will walk through the highlights of how to read both a form 990 and audited financial statements, and learn how to use financial information to inform grantmaking decisions. The program will begin with a form 990 and audited financial statements presentation by Amy Altholz, during which live questions will be taken. There will be time for an open Q&A featuring Amy Altholz and Deena Scotti to answer lingering questions and apply concepts before wrapping up.

All funders are welcome to attend; this program is particularly beneficial for those grantmakers newer to the sector.

Schedule:
10 – 11:00 am             Presentation with Amy Altholz
11 – 11:30 am              Open Q&A featuring Amy Altholz and Deena Scotti

PhilMO Member Registration:
Please register via your website login.

Non-Member Registration:
If you are a Missouri grantmaker who is not currently a PhilMO Member, please contact amanda@philmo.org to be registered for this event.

Partnership:
Special thanks to RubinBrown for facilitating this virtual event.

 

About Amy Altholz

Amy Altholz is Partner-in-Charge of RubinBrown's Not-For-Profit Services Group and also serves as a Partner in the Assurance Services Group. Amy graduated from Washington University in St. Louis with a bachelor’s degree in accounting, finance, and management, and then a master’s degree in business analytics programs and accounting. Amy has worked with a variety of not-for-profit organizations, providing audit, tax, and consulting services and sharing industry best practices. In addition to working with not-for-profit organizations on a professional level, Amy is also personally devoted to the community, serving on several Boards and Committees, including as Board Treasurer for Operation Food Search, as a Board member for Volunteer Lawyers and Accountants for the Arts, as a Finance Committee member for the Women’s Foundation of Greater St. Louis and as a member of the Olin Alumni Board.

 

 

About Deena Scotti

Deena Scotti joined Missouri Foundation for Health in 2002 and currently serves as the Vice President of Program Administration. She is responsible for guiding the operational and financial aspects of the Foundation’s work and ensuring alignment and consistency of workflows and schedules across all strategic initiatives. Prior to being named a vice president, Deena held the position of director of grants management. She received her undergraduate degree and Master of Business Administration from Fontbonne University. She is an alumna of FOCUS St. Louis’ Leadership St. Louis class of 2011 and FOCUS St. Louis’ Diversity Leadership Fellowship inaugural class of 2014.