Re: [IAEP] Today's meeting topic: Financial report first quarter 2017 by mail
+1 James, my thought exactly about sharing the URL to any mailing list. It should be on demand!! Just a thought. On Sat, Aug 5, 2017 at 12:53 AM, James Cameronwrote: > G'day Adam, > > I've a degree in business, which included accounting, and have > recently completed extra training on governance, so I'll comment on > what I've seen; in context below; > > On Fri, Aug 04, 2017 at 05:03:06PM -0400, Adam Holt wrote: > > 1) Detailed Sugar Labs financial info is provided for the entirety > > of 2016 and 2017-to-date below. > > Interesting, thanks. I've no issues with the numbers or transactions. > > > The entirety of Sugar Labs financial info is almost 1/3 of gigabyte > > as checked out from SFC, > > Quite a small data set, at only 333 MB. > > > so more details can be obtained later this year should finer details > > be truly necessary, with a finer-toothed comb, > > Looking through the meeting minutes, you probably don't need to worry > so much about this; the board members are entitled to full access to > the data, read-only, and are obliged to keep the data as secure as > posssible. > > Yes, it will include private identifiable information (PII) of Sugar > Labs members or other participants. In dealing with Sugar Labs, > people expect the board may see this PII. > > Not every board member will access the data, or have the knowledge to > decode and understand the data. But they are entitled to it. > > Here's what I suggest; > > Don't make it available by posting a URL to any mailing list, not even > slobs@, but instead send it privately to board members who request it, > and include a way for board members to confirm they have the same copy > of the file as other board members. e.g. with a digital signature or > md5sum that you post on the slobs@ mailing list. > > > to de-identify personal home address and very personal account > > numbers therein, which make everyone vulnerable to identify theft. > > No, that is not necessary; as long as the board members know the data > must be kept confidential to the board. > > > Until then, this below provides a very detailed picture of all funds > > received and spent over the past 19 months. > > This and your follow-up messages on this thread could be pulled > together into a single report to the board rather than a series of > messages. It would make your intent clearer. > > A report to community may be different to a report to the board, > containing less identifying information. > > -- > James Cameron > http://quozl.netrek.org/ > ___ > IAEP -- It's An Education Project (not a laptop project!) > IAEP@lists.sugarlabs.org > http://lists.sugarlabs.org/listinfo/iaep ___ IAEP -- It's An Education Project (not a laptop project!) IAEP@lists.sugarlabs.org http://lists.sugarlabs.org/listinfo/iaep
Re: [IAEP] Today's meeting topic: Financial report first quarter 2017 by mail
G'day Adam, I've a degree in business, which included accounting, and have recently completed extra training on governance, so I'll comment on what I've seen; in context below; On Fri, Aug 04, 2017 at 05:03:06PM -0400, Adam Holt wrote: > 1) Detailed Sugar Labs financial info is provided for the entirety > of 2016 and 2017-to-date below. Interesting, thanks. I've no issues with the numbers or transactions. > The entirety of Sugar Labs financial info is almost 1/3 of gigabyte > as checked out from SFC, Quite a small data set, at only 333 MB. > so more details can be obtained later this year should finer details > be truly necessary, with a finer-toothed comb, Looking through the meeting minutes, you probably don't need to worry so much about this; the board members are entitled to full access to the data, read-only, and are obliged to keep the data as secure as posssible. Yes, it will include private identifiable information (PII) of Sugar Labs members or other participants. In dealing with Sugar Labs, people expect the board may see this PII. Not every board member will access the data, or have the knowledge to decode and understand the data. But they are entitled to it. Here's what I suggest; Don't make it available by posting a URL to any mailing list, not even slobs@, but instead send it privately to board members who request it, and include a way for board members to confirm they have the same copy of the file as other board members. e.g. with a digital signature or md5sum that you post on the slobs@ mailing list. > to de-identify personal home address and very personal account > numbers therein, which make everyone vulnerable to identify theft. No, that is not necessary; as long as the board members know the data must be kept confidential to the board. > Until then, this below provides a very detailed picture of all funds > received and spent over the past 19 months. This and your follow-up messages on this thread could be pulled together into a single report to the board rather than a series of messages. It would make your intent clearer. A report to community may be different to a report to the board, containing less identifying information. -- James Cameron http://quozl.netrek.org/ ___ IAEP -- It's An Education Project (not a laptop project!) IAEP@lists.sugarlabs.org http://lists.sugarlabs.org/listinfo/iaep
Re: [IAEP] Today's meeting topic: Financial report first quarter 2017 by mail
On Fri, Aug 4, 2017 at 6:04 PM, Adam Holtwrote: > On Fri, Aug 4, 2017 at 5:03 PM, Adam Holt wrote: > >> 1) Detailed Sugar Labs financial info is provided for the entirety of >> 2016 and 2017-to-date below. The entirety of Sugar Labs financial info is >> almost 1/3 of gigabyte as checked out from SFC, so more details can be >> obtained later this year should finer details be truly necessary, with a >> finer-toothed comb, to de-identify personal home address and very personal >> account numbers therein, which make everyone vulnerable to identify theft. >> Until then, this below provides a very detailed picture of all funds >> received and spent over the past 19 months. >> >> 2) Karen Sandler (SFConservancy Exec Director) and Tony Sebro >> (SFConservancy General Counsel) have been contacted to see if they can help >> clear up difficult paperwork Facebook requires to enable donations to Sugar >> Labs, that Samson Goddy organized 3 weeks ago. This is not easy but we are >> hopeful, as Karen & Tony continue to work on this. >> >> 3) Bradley Kuhn (SFConservancy President and Distinguished Technologist, >> as well as de facto Chief Financial Officer) has been contacted to see if >> Sugar Labs is on track to receive the "$9400" GCI (Google Code-in) gift >> described in the April 14, 2017 email from Google. Thanks Walter for >> forwarding this email originally sent to Bradley and cc'ing Walter Bender >> to see what next steps are required here. As there is no sign of this in >> Sugar Labs' financial ledger to date, and it's getting a bit worrisome >> given the email says "Funds will be transferred by May 3, 2017" etc. >> >> >> # Balance (remember that 10% of everything has to be paid to >> SFConservancy) >> >> $ ledger -V -s -S T -d "T<=2" -f sugar.ledger bal >> '/^(Income|Expenses).*Sugar/' >>$ -299,299.52 Income:Sugar >> $ 225,716.12 Expenses:Sugar >> >> $ -73,583.40 *[this balance should appear as a positive number, >> but accountants have their traditions, be forgiving]* >> >> >> # Listing of current unpaid invoices with amounts *[I am asking for >> SFConservancy for clarification on both large amounts below, ideally by >> responding directly to this email, and if both payments are stuck what we >> should do about it?!]* >> >> $ ledger -f sugar.ledger -V --group-by 'tag("Invoice")' bal /^Accrued/ >> Financial/Invoices/Google-SoC-2016/2016-11-18_Google-SoC-201 >> 6_omnibus-mentor-pay >> $ 6,300.00 Accrued:Accounts Receivable:Sugar >> > Above was first recorded in ledger 2016-09-12, almost 11 months ago. How do we figure out what's blocking this transaction? > Projects/Sugar/Expenses/GCI-2016/2016-06-10_Google_Sugar_invoice- >> 2016061000 <%28201%29%20606-1000>_as-s >>$ -563.20 Accrued:Accounts Payable:Sugar >> > Above (seems) to relate to a GCI flight of Mariah Noelle Villarreal's that was first recorded in the ledger more than 2 years ago on 2015-05-22. Clues? > Projects/Sugar/Expenses/GSoC-Mentor-Summit-2013/2013-11-08_D >> eCausemaker_RIT-invo >> $ -0.40 Accrued:Accounts Payable:Sugar >> >> >> # List income/expenses for 2017 >> >> $ ledger --group-by 'tag("Program")' -V -s -S T -d "T<=2" -f >> sugar.ledger bal '/^(Income|Expenses).*Sugar/' -b 2017 >> Sugar:Development >> $ 6,500.00 Expenses:Sugar >> > Above paid to Outreachy (USA) in June 2017. Sugar:Translations:Guarani >> $ 900.00 Expenses:Sugar >> > Above paid to Martin Oesterreich (Paraguay) in April 2017. > Sugar:Translations:Spanish >> $ 38.00 Expenses:Sugar >> > Above is a banking fee relating to Edgar Quispe Chambi (Ecuador) Spanish translation of Turtle Art/Blocks, paid in January 2017. > # List income/expenses for 2016 >> >> $ ledger --group-by 'tag("Program")' -V -s -S T -d "T<=2" -f >> sugar.ledger bal '/^(Income|Expenses).*Sugar/' -b 2016 -e 2017 >> Sugar:Conferences:Constructionism:2016 >> $ 1,735.15 Expenses:Sugar >> >> Sugar:Conferences:GCI:Summit:2016 >> $ 563.20 Expenses:Sugar >> >> Sugar:Conferences:GSoC Mentor Summit:2016 >> $ 1,531.09 Expenses:Sugar >> $ -42.46 Income:Sugar >> >> $ 1,488.63 >> >> Sugar:Conferences:Simposio Internacial:2016 >> $ 161.87 Expenses:Sugar >> >> Sugar:Conferences:Turtle Art Day:2016:PY >> $ 1,387.78 Expenses:Sugar >> >> Sugar:Conferences:Turtle Art Day:2016:UY >> $ 559.00 Expenses:Sugar >> >> Sugar:GCI:2015 >> $ -6,300.00 Income:Sugar >> >> Sugar:GSoC:2016 >> $ -5,670.00 Income:Sugar >> >> Sugar:Investment >>$ -187.88 Income:Sugar >> >> Sugar:Translations:Spanish >> $ 800.00 Expenses:Sugar >> > > Clarif: my rough understanding (others correct me if I'm wrong) is that > the above $800 went to Chambi Edgar Quispe in Ecuador to translate Turtle > Art / Turtle Blocks into
Re: [IAEP] Today's meeting topic: Financial report first quarter 2017 by mail
On Fri, Aug 4, 2017 at 5:03 PM, Adam Holtwrote: > 1) Detailed Sugar Labs financial info is provided for the entirety of 2016 > and 2017-to-date below. The entirety of Sugar Labs financial info is > almost 1/3 of gigabyte as checked out from SFC, so more details can be > obtained later this year should finer details be truly necessary, with a > finer-toothed comb, to de-identify personal home address and very personal > account numbers therein, which make everyone vulnerable to identify theft. > Until then, this below provides a very detailed picture of all funds > received and spent over the past 19 months. > > 2) Karen Sandler (SFConservancy Exec Director) and Tony Sebro > (SFConservancy General Counsel) have been contacted to see if they can help > clear up difficult paperwork Facebook requires to enable donations to Sugar > Labs, that Samson Goddy organized 3 weeks ago. This is not easy but we are > hopeful, as Karen & Tony continue to work on this. > > 3) Bradley Kuhn (SFConservancy President and Distinguished Technologist, > as well as de facto Chief Financial Officer) has been contacted to see if > Sugar Labs is on track to receive the "$9400" GCI (Google Code-in) gift > described in the April 14, 2017 email from Google. Thanks Walter for > forwarding this email originally sent to Bradley and cc'ing Walter Bender > to see what next steps are required here. As there is no sign of this in > Sugar Labs' financial ledger to date, and it's getting a bit worrisome > given the email says "Funds will be transferred by May 3, 2017" etc. > > > # Balance (remember that 10% of everything has to be paid to SFConservancy) > > $ ledger -V -s -S T -d "T<=2" -f sugar.ledger bal > '/^(Income|Expenses).*Sugar/' >$ -299,299.52 Income:Sugar > $ 225,716.12 Expenses:Sugar > > $ -73,583.40 *[this balance should appear as a positive number, > but accountants have their traditions, be forgiving]* > > > # Listing of current unpaid invoices with amounts *[I am asking for > SFConservancy for clarification on both large amounts below, ideally by > responding directly to this email, and if both payments are stuck what we > should do about it?!]* > > $ ledger -f sugar.ledger -V --group-by 'tag("Invoice")' bal /^Accrued/ > Financial/Invoices/Google-SoC-2016/2016-11-18_Google-SoC-201 > 6_omnibus-mentor-pay > $ 6,300.00 Accrued:Accounts Receivable:Sugar > > Projects/Sugar/Expenses/GCI-2016/2016-06-10_Google_Sugar_invoice- > 2016061000 <%28201%29%20606-1000>_as-s >$ -563.20 Accrued:Accounts Payable:Sugar > > Projects/Sugar/Expenses/GSoC-Mentor-Summit-2013/2013-11-08_D > eCausemaker_RIT-invo > $ -0.40 Accrued:Accounts Payable:Sugar > > > # List income/expenses for 2017 > > $ ledger --group-by 'tag("Program")' -V -s -S T -d "T<=2" -f > sugar.ledger bal '/^(Income|Expenses).*Sugar/' -b 2017 > Sugar:Development > $ 6,500.00 Expenses:Sugar > > Sugar:Translations:Guarani > $ 900.00 Expenses:Sugar > > Sugar:Translations:Spanish > $ 38.00 Expenses:Sugar > > > # List income/expenses for 2016 > > $ ledger --group-by 'tag("Program")' -V -s -S T -d "T<=2" -f > sugar.ledger bal '/^(Income|Expenses).*Sugar/' -b 2016 -e 2017 > Sugar:Conferences:Constructionism:2016 > $ 1,735.15 Expenses:Sugar > > Sugar:Conferences:GCI:Summit:2016 > $ 563.20 Expenses:Sugar > > Sugar:Conferences:GSoC Mentor Summit:2016 > $ 1,531.09 Expenses:Sugar > $ -42.46 Income:Sugar > > $ 1,488.63 > > Sugar:Conferences:Simposio Internacial:2016 > $ 161.87 Expenses:Sugar > > Sugar:Conferences:Turtle Art Day:2016:PY > $ 1,387.78 Expenses:Sugar > > Sugar:Conferences:Turtle Art Day:2016:UY > $ 559.00 Expenses:Sugar > > Sugar:GCI:2015 > $ -6,300.00 Income:Sugar > > Sugar:GSoC:2016 > $ -5,670.00 Income:Sugar > > Sugar:Investment >$ -187.88 Income:Sugar > > Sugar:Translations:Spanish > $ 800.00 Expenses:Sugar > Clarif: my rough understanding (others correct me if I'm wrong) is that the above $800 went to Chambi Edgar Quispe in Ecuador to translate Turtle Art / Turtle Blocks into Spanish, in 2 separate payments of $200 (April 2016) and $600 (Feb 2017). Others like Chris Leonard can better clarify Laura Vargas' question about how translation funds are allocated/confirmed/etc. Certainly the years can be confusing, when transactions like this post to the ledger much later chronologically (in a separate year in this case, many months later) than when they're first officialized, first recorded in ledger, etc. Likewise the $1,387.78 above was retroactively approved by SLOBS on 2017-01-06 and paid to Artemis Papert later in January 2017 for a trip to Paraguay Turtle Art Day in Oct 2016, and as such appears within this 2016 listing, rather than 2017. > Sugar:Translations:Yoruba
Re: [IAEP] Today's meeting topic: Financial report first quarter 2017 by mail
1) Detailed Sugar Labs financial info is provided for the entirety of 2016 and 2017-to-date below. The entirety of Sugar Labs financial info is almost 1/3 of gigabyte as checked out from SFC, so more details can be obtained later this year should finer details be truly necessary, with a finer-toothed comb, to de-identify personal home address and very personal account numbers therein, which make everyone vulnerable to identify theft. Until then, this below provides a very detailed picture of all funds received and spent over the past 19 months. 2) Karen Sandler (SFConservancy Exec Director) and Tony Sebro (SFConservancy General Counsel) have been contacted to see if they can help clear up difficult paperwork Facebook requires to enable donations to Sugar Labs, that Samson Goddy organized 3 weeks ago. This is not easy but we are hopeful, as Karen & Tony continue to work on this. 3) Bradley Kuhn (SFConservancy President and Distinguished Technologist, as well as de facto Chief Financial Officer) has been contacted to see if Sugar Labs is on track to receive the "$9400" GCI (Google Code-in) gift described in the April 14, 2017 email from Google. Thanks Walter for forwarding this email originally sent to Bradley and cc'ing Walter Bender to see what next steps are required here. As there is no sign of this in Sugar Labs' financial ledger to date, and it's getting a bit worrisome given the email says "Funds will be transferred by May 3, 2017" etc. # Balance (remember that 10% of everything has to be paid to SFConservancy) $ ledger -V -s -S T -d "T<=2" -f sugar.ledger bal '/^(Income|Expenses).*Sugar/' $ -299,299.52 Income:Sugar $ 225,716.12 Expenses:Sugar $ -73,583.40 *[this balance should appear as a positive number, but accountants have their traditions, be forgiving]* # Listing of current unpaid invoices with amounts *[I am asking for SFConservancy for clarification on both large amounts below, ideally by responding directly to this email, and if both payments are stuck what we should do about it?!]* $ ledger -f sugar.ledger -V --group-by 'tag("Invoice")' bal /^Accrued/ Financial/Invoices/Google-SoC-2016/2016-11-18_Google-SoC- 2016_omnibus-mentor-pay $ 6,300.00 Accrued:Accounts Receivable:Sugar Projects/Sugar/Expenses/GCI-2016/2016-06-10_Google_Sugar_invoice-2016061000 <%28201%29%20606-1000>_as-s $ -563.20 Accrued:Accounts Payable:Sugar Projects/Sugar/Expenses/GSoC-Mentor-Summit-2013/2013-11-08_ DeCausemaker_RIT-invo $ -0.40 Accrued:Accounts Payable:Sugar # List income/expenses for 2017 $ ledger --group-by 'tag("Program")' -V -s -S T -d "T<=2" -f sugar.ledger bal '/^(Income|Expenses).*Sugar/' -b 2017 Sugar:Development $ 6,500.00 Expenses:Sugar Sugar:Translations:Guarani $ 900.00 Expenses:Sugar Sugar:Translations:Spanish $ 38.00 Expenses:Sugar # List income/expenses for 2016 $ ledger --group-by 'tag("Program")' -V -s -S T -d "T<=2" -f sugar.ledger bal '/^(Income|Expenses).*Sugar/' -b 2016 -e 2017 Sugar:Conferences:Constructionism:2016 $ 1,735.15 Expenses:Sugar Sugar:Conferences:GCI:Summit:2016 $ 563.20 Expenses:Sugar Sugar:Conferences:GSoC Mentor Summit:2016 $ 1,531.09 Expenses:Sugar $ -42.46 Income:Sugar $ 1,488.63 Sugar:Conferences:Simposio Internacial:2016 $ 161.87 Expenses:Sugar Sugar:Conferences:Turtle Art Day:2016:PY $ 1,387.78 Expenses:Sugar Sugar:Conferences:Turtle Art Day:2016:UY $ 559.00 Expenses:Sugar Sugar:GCI:2015 $ -6,300.00 Income:Sugar Sugar:GSoC:2016 $ -5,670.00 Income:Sugar Sugar:Investment $ -187.88 Income:Sugar Sugar:Translations:Spanish $ 800.00 Expenses:Sugar Sugar:Translations:Yoruba $ 4,000.00 Expenses:Sugar On Fri, Aug 4, 2017 at 4:17 PM, Laura Vargaswrote: > Dear Adam, > > As Sugar Labs representative and liaison to the Software Freedom > Conservancy, we ask and thank in advance that you share with the community > an updated financial report or the necessary data to do it. > > https://wiki.sugarlabs.org/go/Finance > > > > > Regards and blessings, > > > > -- > Laura V. > * I SomosAZUCAR.Org* > > “Solo la tecnología libre nos hará libres.” > ~ Laura Victoria > > Happy Learning! > #LearningByDoing > #Projects4good > #IDesignATSugarLabs > #WeCanDoBetter > > -- > Unsung Heroes of OLPC, interviewed live @ http://unleashkids.org ! > ___ IAEP -- It's An Education Project (not a laptop project!) IAEP@lists.sugarlabs.org http://lists.sugarlabs.org/listinfo/iaep
[IAEP] Today's meeting topic: Financial report first quarter 2017 by mail
Dear Adam, As Sugar Labs representative and liaison to the Software Freedom Conservancy, we ask and thank in advance that you share with the community an updated financial report or the necessary data to do it. https://wiki.sugarlabs.org/go/Finance Regards and blessings, -- Laura V. * I SomosAZUCAR.Org* “Solo la tecnología libre nos hará libres.” ~ Laura Victoria Happy Learning! #LearningByDoing #Projects4good #IDesignATSugarLabs #WeCanDoBetter ___ IAEP -- It's An Education Project (not a laptop project!) IAEP@lists.sugarlabs.org http://lists.sugarlabs.org/listinfo/iaep