[US] Banking for FOSS4G-NA 2019

Rob | Labs Rob at roblabs.com
Wed Nov 14 11:16:47 PST 2018

Hello Guido,

If the Loomio vote goes well today, what is the next step?  Can you pass
along the information for the Non-profit (address, bank, routing info, etc).

Thank you for putting this to a committee vote.


San Diego
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On Mon, Nov 12, 2018 at 5:43 AM, Josh Rosenthal <maric423 at gmail.com> wrote:

> Hi Folks
> It'd be great if we can help with this.  Just to clarify, in the event of
> NSF fees, overdrafts, or other such issues, who would be accountable for
> those expenses?  In the event of NSF/overdraft and such, would money be
> automatically taken from other technication accounts (an issue I've
> encountered with another nonprofit before)?
> Josh
> On Mon, Nov 12, 2018, 8:25 AM Guido Stein <guido at guidostein.com wrote:
>> Hey Jeff,
>> I have started a loomio decision and set the close date for Wednesday. I
>> am confident that this will pass.
>> I have also spoken to our lawyer and will have a contract drawn making
>> this official. My basic understanding based on your request is as follows:
>> - This is a non-profit endeavor
>> - You will get access to a checking account and will have a debit card
>> associated with it
>> - You and your team will keep the books, we will provide you a quickbooks
>> account so that we are able to report on this after the event is over to
>> our board.
>> Once the vote is closed on Wednesday I will get you a contract as soon as
>> I can, once we have all signed I will get the bank account setup.
>> Please let me know if we are all on the same page and if this timeline
>> works for you. If you need any adjustments I would be happy to discuss here.
>> -Guido
>> On Thu, Nov 8, 2018 at 11:50 AM Jeffrey Johnson <ortelius at gmail.com>
>> wrote:
>>> Hi Folks,
>>> Rob and I are co-organizing FOSS4G-NA 2019 here in San Diego. We have
>>> most of the key items (Venue, Catering, A/V, Call for Proposals,
>>> Ticketing system etc) in progress, but we are a bit stuck on the
>>> banking aspect. We have chosen _not_ to engage with a Professional
>>> Conference organizer for various reasons and usually a firm like this
>>> handles the banking. We had originally thought we would just setup an
>>> LLC and run the sponsor and attendee income through that, but my CPA
>>> advises that this could have tax implications for me personally and so
>>> I'd like to avoid.
>>> With that in mind, we would like to ask that OSGeo-US (under the
>>> umbrella of Technocation) provide us a bank account to work with.
>>> Ideally this is as simple as adding an additional account to the
>>> existing banking relationship and sending us Debit cards to work with
>>> and perhaps asking for checks to be issued by the bank directly.
>>> For reference, our budget worksheet is here
>>> https://docs.google.com/spreadsheets/d/1sOVlpoZ_yrhsuki_qLTwP73em60_
>>> kZSU6sJvsmI67Bo/edit#gid=0
>>> As we have stated to receive sponsor commitments, it is somewhat
>>> urgent that resolve this issue and get the $ moving.
>>> Do let us know if there are any questions or issues that need to be
>>> addressed or if this can be setup quickly.
>>> Thanks in advance,
>>> Jeff & Rob (FOSS4G-NA 2019 Co-chairs)
>>> _______________________________________________
>>> US mailing list
>>> US at lists.osgeo.org
>>> https://lists.osgeo.org/mailman/listinfo/us
>> _______________________________________________
>> US mailing list
>> US at lists.osgeo.org
>> https://lists.osgeo.org/mailman/listinfo/us
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