Interactive Financial Analysis Workshop

Date: 09/18/2013 Time: 09:00 AM – 12:00 PM Location: Children's Home Society and Family Services, 1605 Eustis St, St Paul, MN, 55108 MCF Member: $75
Nonmember Grantmaker: $125

Registering someone else?
To register someone other than yourself for this program, e-mail Kaitlin Ostlie or call 612.465.0714.

Online registration has closed. To register, please contact Tara Kumar at or 612.465.0718.

Sponsored by Medica Foundation and Mayo Clinic

Part of MCF’s Effective Grantmaking Series

Description: There are many things that nonprofit financial statements can reveal, if we just look in the right places. This session will teach you about the most important numbers on the income statement and balance sheet, and your new understanding will inform your proposal review process. We will also discuss components of nonprofit financial health and techniques that foundation staff and trustees can use to better understand, interpret and analyze the key financial statements.

Please bring audited financial statements or recent Form 990s from one of your grantees, so you can take full advantage of some confidential, one-on-one assistance from our expert trainers.


  • Phil Hatlie, loan officer and trainer, Nonprofits Assistance Fund
  • Curt Klotz, finance director, Nonprofits Assistance Fund

Phil Hatlie is responsible for assisting nonprofits during the loan application and review process, and throughout the lifecycle of the loan. He has a special expertise in charter school financing. He also delivers training workshops and provides technical assistance on financial management topics to nonprofits throughout Minnesota. Prior to joining Nonprofits Assistance Fund, Phil spent 15 years working as the lead finance person at three Minnesota nonprofits. He served as a director of finance and administration for the Greater Minneapolis Council of Churches and Twin Cities Habitat for Humanity and as the director of operations for the Higher Education Consortium for Urban Affairs.

Curt Klotz oversees the financial and operational activities of Nonprofits Assistance Fund including corporate records, grants/contracts compliance and reporting, and all other areas of the management information system. Curt has worked in the nonprofit sector for more than 25 years, in program and financial management roles. Prior to joining NAF, Curt served as vice president finance and administration for Comunidades Latinas Unidas En Servicio (CLUES) in St Paul and as director of finance and administration at the Indian Law Resource Center in Helena, Montana. Curt is a previous chairperson of the Montana Nonprofit Association (MNA). He has provided management consulting and accounting for a variety of nonprofits, was an adjunct faculty member in the Business Department at Carroll College, and has presented financial management seminars for the Nonprofit Professional Development Series at Carroll and for the MNA Annual Conference. Curt is a licensed Certified Public Accountant in the State of Montana (inactive). He is a graduate of St. Olaf College.

MCF Cancellation Policy: if you must cancel your attendance for this event, please contact Kaitlin Ostlie via email or at 612.465.0714 before September 16 to ensure a refund.