Treasurers

treasurers@lists.wikimedia.org

63 discussions

Camera insurance
by Pine W 17 Feb '15

17 Feb '15

Hi finance experts, I spent some time looking for camera insurance for the camera that Cascadia has requested funding to purchase. It looks like standalone camera insurance is relatively expensive. Personal insurance, even with an endorsement, won't cover a camera that is used regularly for organizational use. How have other orgs arranged for camera insurance, if you have any? Thanks, Pine

6 5

Update from Wikimedia Deutschland
by Sebastian Moleski 02 Dec '14

02 Dec '14

Hi everyone, it appears I'm back on the WMDE board together with a few faces maybe familiar to some of you. For the full announcement, see here: https://lists.wikimedia.org/pipermail/wikimedia-l/2014-December/075682.html I'm looking forward to reviving this list a bit to share some best practices and common experiences in our organizations. Best regards, Sebastian Moleski Schatzmeister / Treasurer ------------------------------------- Wikimedia Deutschland e.V. Tempelhofer Ufer 23-24 10963 Berlin Telefon 030 - 219 158 26-0 www.wikimedia.de Stellen Sie sich eine Welt vor, in der jeder Mensch an der Menge allen Wissens frei teilhaben kann. Helfen Sie uns dabei! http://spenden.wikimedia.de/ **** Helfen Sie mit, dass WIKIPEDIA von der UNESCO als erstes digitales Weltkulturerbe anerkannt wird. Unterzeichnen Sie die Online-Petition! http://wikipedia.de **** Wikimedia Deutschland - Gesellschaft zur Förderung Freien Wissens e. V. Eingetragen im Vereinsregister des Amtsgerichts Berlin-Charlottenburg unter der Nummer 23855 Nz. Als gemeinnützig anerkannt durch das Finanzamt für Körperschaften I Berlin, Steuernummer 27/681/51985.

2 1

Re: [treasurers] [Wikimedia-l] WMF Finance Fellows to develop first-ever movement-wide financial report and metrics
by Samuel Klein 05 Nov '14

05 Nov '14

Walter, Arda, Lene & Seyi: welcome! Thank you for tackling this project, I hope you will share further thoughts about it. On Tue, Nov 4, 2014 at 2:49 PM, Richard Symonds <richard.symonds(a)wikimedia.org.uk> wrote: > They're worries - hypothetical worries in some cases - but they impact directly on the work > I do and it would be wrong of me to not raise them. They are worth raising, thank you. > it is a good first approach, but I worry that the first approach will become > the only approach, and that the results will be used even if they're too > "rough" to use. An important point. This happens regularly despite the best intentions of all involved. (And not only at the organizational level -- e.g., we all still rely on 'edit count' for so many things, despite persistent vocal attention to its weaknesses and subvertability as a metric since the start.) > I think that the first version can be improved with a lot more buy-in from the rest > of the movement :-) This is likely :) I've added your concerns to the wiki discussion about the report: https://meta.wikimedia.org/wiki/Talk:Movement-wide_Financial_Report (Also cc:ing the low-traffic treasurers mailing list. I believe some org treasurers who don't have time to follow all of Wikimedia-l nevertheless read that list.) SJ

1 0

Re: [treasurers] Treasurers Digest, Vol 12, Issue 4
by Josepnogue 25 Aug '14

25 Aug '14

I'm sorry, but my name is Josep El 25/08/2014, a les 14.00, treasurers-request(a)lists.wikimedia.org va escriure: > Send Treasurers mailing list submissions to > treasurers(a)lists.wikimedia.org > > To subscribe or unsubscribe via the World Wide Web, visit > https://lists.wikimedia.org/mailman/listinfo/treasurers > or, via email, send a message with subject or body 'help' to > treasurers-request(a)lists.wikimedia.org > > You can reach the person managing the list at > treasurers-owner(a)lists.wikimedia.org > > When replying, please edit your Subject line so it is more specific > than "Re: Contents of Treasurers digest..." > > > Today's Topics: > > 1. Re: Treasurers Digest, Vol 12, Issue 3 (Josepnogue) > > > ---------------------------------------------------------------------- > > Message: 1 > Date: Sun, 24 Aug 2014 21:20:09 +0200 > From: "Josepnogue" <josepnogue46(a)gmail.com> > To: <treasurers(a)lists.wikimedia.org> > Subject: Re: [treasurers] Treasurers Digest, Vol 12, Issue 3 > Message-ID: <F245ABE6984B4688B091926E1698865A@particul9fa54d> > Content-Type: text/plain; format=flowed; charset="UTF-8"; > reply-type=original > > Thanks for to share the information. We aren't obliged by local law to keep > accounts conventional, so we designed a Excel tables to help us keep track > of our budget and also enables us to work through quarterly reports to WMF. > In any case, we are interested in finding the best alternatives. > > Best regards. > > Josp Nogué > Amical Viquipèdia - Treasurer > > -------------------------------------------------- > From: <treasurers-request(a)lists.wikimedia.org> > Sent: Saturday, August 23, 2014 2:00 PM > To: <treasurers(a)lists.wikimedia.org> > Subject: Treasurers Digest, Vol 12, Issue 3 > >> Send Treasurers mailing list submissions to >> treasurers(a)lists.wikimedia.org >> >> To subscribe or unsubscribe via the World Wide Web, visit >> https://lists.wikimedia.org/mailman/listinfo/treasurers >> or, via email, send a message with subject or body 'help' to >> treasurers-request(a)lists.wikimedia.org >> >> You can reach the person managing the list at >> treasurers-owner(a)lists.wikimedia.org >> >> When replying, please edit your Subject line so it is more specific >> than "Re: Contents of Treasurers digest..." >> >> >> Today's Topics: >> >> 1. Re: Fwd: [Wikimedia-l] Accounting software for thematic orgs >> (Greyham Dawes) >> >> >> ---------------------------------------------------------------------- >> >> Message: 1 >> Date: Sat, 23 Aug 2014 07:44:50 +0100 >> From: Greyham Dawes <greyham.dawes(a)wikimedia.org.uk> >> To: Treasurers and finance staff and Audit Committees >> <treasurers(a)lists.wikimedia.org> >> Subject: Re: [treasurers] Fwd: [Wikimedia-l] Accounting software for >> thematic orgs >> Message-ID: >> <CALa+aMTJFY5=6q0hbm8ZAf5jt+TDaQKcp0CWQjAb59j1sj0S-Q(a)mail.gmail.com> >> Content-Type: text/plain; charset="utf-8" >> >> Thanks for the very welcome initiative to share information among >> Wikimedia >> Chapter treasurers - >> >> Wikimedia UK uses the Sage accounting system but not its annual accounts >> reporting facilities, as we use a Quarterly Financial Management Report >> that I designed in Excel to achieve comprehensive internal reporting from >> CE to Board via our Audit & Risk Committee - but more especially to enable >> the four Quarters to be merged into statutory annual accounts that comply >> with UK charity accounting legislation, which is the world's leading code >> of practice for charities. >> >> More if anyone would like to delve further ... >> >> Regards, >> >> Greyham Dawes >> >> Wikimedia UK Treasurer >> Registered charitable company No. 1144513 - look us up on the Charity >> Commission website >> >> >>> On 20 August 2014 10:38, Seb35 <seb35wikipedia(a)gmail.com> wrote: >>> >>> Forwarding to the to-be-revived treasurers mailing list. ~ Seb35 >>> >>> ------- Message réexpédié------- >>> De: "Pine W" <wiki.pine(a)gmail.com> >>> A: "Wikimedia Mailing List" <Wikimedia-l(a)lists.wikimedia.org> >>> Cc: >>> Sujet: [Wikimedia-l] Accounting software for thematic orgs >>> Date: Wed, 20 Aug 2014 06:54:41 +0200 >>> >>> Hi all, >>> >>> There are online small business accounting software packages. Do any >>> thematic orgs have experience with them? Any recommendations? I am >>> thinking >>> about proposing Quickbooks Online for the Cascadia user group, but as >>> this >>> Forbes article says, there are competitors: >>> http://www.forbes.com/sites/quickerbettertech/2014/01/06/ >>> why-your-company-may-dump-quickbooks-this-year/ >>> >>> Thanks, >>> >>> Pine >>> _______________________________________________ >>> Wikimedia-l mailing list, guidelines at: https://meta.wikimedia.org/ >>> wiki/Mailing_lists/Guidelines >>> Wikimedia-l(a)lists.wikimedia.org >>> Unsubscribe: https://lists.wikimedia.org/mailman/listinfo/wikimedia-l, >>> <mailto:wikimedia-l-request@lists.wikimedia.org?subject=unsubscribe> >>> >>> _______________________________________________ >>> Treasurers mailing list >>> Treasurers(a)lists.wikimedia.org >>> https://lists.wikimedia.org/mailman/listinfo/treasurers >>

1 0

Re: [treasurers] Treasurers Digest, Vol 12, Issue 3
by Josepnogue 24 Aug '14

24 Aug '14

Thanks for to share the information. We aren't obliged by local law to keep accounts conventional, so we designed a Excel tables to help us keep track of our budget and also enables us to work through quarterly reports to WMF. In any case, we are interested in finding the best alternatives. Best regards. Josp Nogué Amical Viquipèdia - Treasurer -------------------------------------------------- From: <treasurers-request(a)lists.wikimedia.org> Sent: Saturday, August 23, 2014 2:00 PM To: <treasurers(a)lists.wikimedia.org> Subject: Treasurers Digest, Vol 12, Issue 3 > Send Treasurers mailing list submissions to > treasurers(a)lists.wikimedia.org > > To subscribe or unsubscribe via the World Wide Web, visit > https://lists.wikimedia.org/mailman/listinfo/treasurers > or, via email, send a message with subject or body 'help' to > treasurers-request(a)lists.wikimedia.org > > You can reach the person managing the list at > treasurers-owner(a)lists.wikimedia.org > > When replying, please edit your Subject line so it is more specific > than "Re: Contents of Treasurers digest..." > > > Today's Topics: > > 1. Re: Fwd: [Wikimedia-l] Accounting software for thematic orgs > (Greyham Dawes) > > > ---------------------------------------------------------------------- > > Message: 1 > Date: Sat, 23 Aug 2014 07:44:50 +0100 > From: Greyham Dawes <greyham.dawes(a)wikimedia.org.uk> > To: Treasurers and finance staff and Audit Committees > <treasurers(a)lists.wikimedia.org> > Subject: Re: [treasurers] Fwd: [Wikimedia-l] Accounting software for > thematic orgs > Message-ID: > <CALa+aMTJFY5=6q0hbm8ZAf5jt+TDaQKcp0CWQjAb59j1sj0S-Q(a)mail.gmail.com> > Content-Type: text/plain; charset="utf-8" > > Thanks for the very welcome initiative to share information among > Wikimedia > Chapter treasurers - > > Wikimedia UK uses the Sage accounting system but not its annual accounts > reporting facilities, as we use a Quarterly Financial Management Report > that I designed in Excel to achieve comprehensive internal reporting from > CE to Board via our Audit & Risk Committee - but more especially to enable > the four Quarters to be merged into statutory annual accounts that comply > with UK charity accounting legislation, which is the world's leading code > of practice for charities. > > More if anyone would like to delve further ... > > Regards, > > Greyham Dawes > > Wikimedia UK Treasurer > Registered charitable company No. 1144513 - look us up on the Charity > Commission website > > > On 20 August 2014 10:38, Seb35 <seb35wikipedia(a)gmail.com> wrote: > >> Forwarding to the to-be-revived treasurers mailing list. ~ Seb35 >> >> ------- Message réexpédié------- >> De: "Pine W" <wiki.pine(a)gmail.com> >> A: "Wikimedia Mailing List" <Wikimedia-l(a)lists.wikimedia.org> >> Cc: >> Sujet: [Wikimedia-l] Accounting software for thematic orgs >> Date: Wed, 20 Aug 2014 06:54:41 +0200 >> >> Hi all, >> >> There are online small business accounting software packages. Do any >> thematic orgs have experience with them? Any recommendations? I am >> thinking >> about proposing Quickbooks Online for the Cascadia user group, but as >> this >> Forbes article says, there are competitors: >> http://www.forbes.com/sites/quickerbettertech/2014/01/06/ >> why-your-company-may-dump-quickbooks-this-year/ >> >> Thanks, >> >> Pine >> _______________________________________________ >> Wikimedia-l mailing list, guidelines at: https://meta.wikimedia.org/ >> wiki/Mailing_lists/Guidelines >> Wikimedia-l(a)lists.wikimedia.org >> Unsubscribe: https://lists.wikimedia.org/mailman/listinfo/wikimedia-l, >> <mailto:wikimedia-l-request@lists.wikimedia.org?subject=unsubscribe> >> >> _______________________________________________ >> Treasurers mailing list >> Treasurers(a)lists.wikimedia.org >> https://lists.wikimedia.org/mailman/listinfo/treasurers >> >

1 0

WMF Audit for the Fiscal Year ending June 30, 2013
by Garfield Byrd 30 Oct '13

30 Oct '13

Hello: The Wikimedia Foundation has published its Audit and Audit FAQ for the fiscal year ending June 30, 2013 on our Financial Reports page.<http://wikimediafoundation.org/wiki/Financial_reports> Please contact me with any questions. Regards, Garfield -- Garfield Byrd Chief of Finance and Administration Wikimedia Foundation 415.839.6885 ext 6787 415.882.0495 (fax) www.wikimediafoundation.org Imagine a world in which every single human being can freely share in the sum of all knowledge. Help us make it a reality! *https://donate.wikimedia.org*

1 0

New Information Posted - Grant Financial Reviews
by Garfield Byrd 03 Oct '13

03 Oct '13

Hello: We have posted on Wikimedia Foundation - Financial Reports<http://wikimediafoundation.org/wiki/Financial_reports> the "On Site Financial Review Protocol", the "Grants Compliance Team - Protocol for International Grants" and the "On Site Financial Review Summary of Results". These are the documents used to guide the post grant financial reviews and the financial review site visits. Please contact me with any questions. Regards, Garfield -- Garfield Byrd Chief of Finance and Administration Wikimedia Foundation 415.839.6885 ext 6787 415.882.0495 (fax) www.wikimediafoundation.org Imagine a world in which every single human being can freely share in the sum of all knowledge. Help us make it a reality! *https://donate.wikimedia.org*

1 0

Wikimedia UK - Treasurer's Report
by Richard Symonds 02 Jul '13

02 Jul '13

All, For those of you who enjoy listening to annual Treasurer's reports on YouTube, we at Wikimedia UK have filmed and uploaded ours: http://www.youtube.com/watch?v=v8otbB9Hw9E It'll be on Commons (and in HD) soon - you lucky people. The man speaking is Greyham Dawes, our Treasurer. The man on his left is our Chief Executive, and the man on his right is our Chair. There will also be a text version uploaded as part of our AGM minutes. If anyone has any questions, please let me know. Greyham is not on this list, I don't think. All the best, Richard Symonds Wikimedia UK 0207 065 0992 Wikimedia UK is a Company Limited by Guarantee registered in England and Wales, Registered No. 6741827. Registered Charity No.1144513. Registered Office 4th Floor, Development House, 56-64 Leonard Street, London EC2A 4LT. United Kingdom. Wikimedia UK is the UK chapter of a global Wikimedia movement. The Wikimedia projects are run by the Wikimedia Foundation (who operate Wikipedia, amongst other projects). *Wikimedia UK is an independent non-profit charity with no legal control over Wikipedia nor responsibility for its contents.*

1 1

Central report aggregator
by James Hare 19 Feb '13

19 Feb '13

Ahoy, So I recently posted financial data for this past year for Wikimedia DC at <http://meta.wikimedia.org/wiki/Financial_reports>. Are there other Movement-wide financial aggregators I should post to? Regards, James Hare Treasurer, Wikimedia District of Columbia

3 2

New Treasurer at WMUK
by Richard Symonds 16 Feb '13

16 Feb '13

All, I thought I should drop you a line about Wikimedia UK's new treasurer, Greyham Dawes. I've sat down and had a meeting with him today, and he's really instilled me with confidence. You can read more about him on the blog post at http://blog.wikimedia.org.uk/2013/02/greyham-dawes-joins-the-wikimedia-uk-b…. He's not signed up to any lists yet, but I'm sure he'll be helpful when he does - he is a chartered accountant, and indeed has written several books on UK charity accounting. He's also a treasurer at several other organisations in the UK, and used to be head of accountancy policy at the Charity Commission. All the best, Richard Symonds Wikimedia UK 0207 065 0992 Wikimedia UK is a Company Limited by Guarantee registered in England and Wales, Registered No. 6741827. Registered Charity No.1144513. Registered Office 4th Floor, Development House, 56-64 Leonard Street, London EC2A 4LT. United Kingdom. Wikimedia UK is the UK chapter of a global Wikimedia movement. The Wikimedia projects are run by the Wikimedia Foundation (who operate Wikipedia, amongst other projects). *Wikimedia UK is an independent non-profit charity with no legal control over Wikipedia nor responsibility for its contents.*

6 6

2024

2023

2022

2021

2020

2019

2018

2017

2016

2015

2014

2013

2012

2011

Treasurers