Walk-through and plenty of word-smith changes.
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@ -302,33 +302,35 @@ function validateAmount(amount){
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<img src="/img/conservancy-accounting-campaign-logo.png" alt="Conservancy accounting campaign logo" style="float:left;" />
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<img src="/img/conservancy-accounting-campaign-logo.png" alt="Conservancy accounting campaign logo" style="float:left;" />
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<p>Please help all non-profit organizations (NPOs) by <a href="http://sfconservancy.org/campaign">donating</a> to Conservancy
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<p>Conservancy has a plan to help all non-profit organizations (NPOs) by
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to begin creating an Open Source and Free Software accounting system usable by non-technical bookkeepers,
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creating an Open Source and Free Software accounting system usable by
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accountants, and non-profit managers.</p>
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non-technical bookkeepers, accountants, and non-profit managers. You can
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help us do it by donating now.
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</p>
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<p>To keep books and produce annual government filings, NPOs must
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<p>To keep their books and produce annual government filings, most NPOs rely
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maintain complicated home grown systems. Most use proprietary
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on proprietary software, paying exorbitant licensing fees. This is
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software, paying exorbitant licensing fees — fundamentally at cross purposes with their underlying missions of
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fundamentally at cross purposes with their underlying missions of charity,
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charity, equality, democracy, and sharing.</p>
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equality, democracy, and sharing.</p>
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<p>You can help Conservancy fix this problem by <a href="http://sfconservancy.org/campaign">donating now</a>. We seek to
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<p>You can help Conservancy fix this problem by <a href="http://sfconservancy.org/campaign">donating now</a>. We seek to
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raise $75,000 to employ a
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raise $75,000 to employ a
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developer one year to make substantial progress on this project.</p>
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developer for one year to make substantial progress on this project.</p>
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<p>If successful, this project will save the non-profit sector many
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<p>This project has the potential to save the non-profit sector
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millions every year in licensing fees. Even non-profits that continue to use proprietary accounting
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millions in licensing fees every year. Even non-profits that continue to use proprietary accounting
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software will benefit, since the existence of quality Open Source and Free
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software will benefit, since the existence of quality Open Source and Free
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Software for a particular task curtails predatory behavior by proprietary
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Software for a particular task curtails predatory behavior by proprietary
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software companies, and creates a new standard of comparison.</p>
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software companies, and creates a new standard of comparison.</p>
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<p>But, more powerfully, this project's realization
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<p>But, more powerfully, this project's realization
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will increase the agility and collaborative potential
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will increase the agility and collaborative potential
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for the non-profit sector — a boon to funders, boards, employees, and the
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for the non-profit sector — a boon to funders, boards, and employees — bringing the Free Software and general NPO communities
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populations they serve — bringing the Free Software and general NPO communities
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into closer collaboration and understanding.</p>
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into closer collaboration and understanding.</p>
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<p>Thanks in advance for <a href="http://sfconservancy.org/campaign">helping us</a> develop Free Software to benefit all
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<p>Thanks in advance for <a href="http://sfconservancy.org/campaign">helping us</a> develop Free Software to benefit all
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non-profit organizations, and thus all of society.</p>
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non-profit organizations, and the
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populations they serve.</p>
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<p>Donors of $500 or more will be acknowledged in the THANKS file and other
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<p>Donors of $500 or more will be acknowledged in the THANKS file and other
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appropriate places in the codebase itself.</p>
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appropriate places in the codebase itself.</p>
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@ -345,20 +347,20 @@ Interest; all encourage you to <a href="http://sfconservancy.org/campaign">donat
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financial accounts are audited annually by an independent accounting firm;
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financial accounts are audited annually by an independent accounting firm;
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we recently completed our fiscal year 2011 audit. As usual, our auditors
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we recently completed our fiscal year 2011 audit. As usual, our auditors
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asked plenty of questions about our accounting software. Conservancy uses
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asked plenty of questions about our accounting software. Conservancy uses
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only Free Software, of course, using a series of straightforward reporting
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only Free Software, of course, centered around a set of straightforward reporting
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scripts that we created to run on top
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scripts that we created to run on top
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of <a href="http://www.ledger-cli.org/">Ledger CLI</a>. (Conservancy's
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of <a href="http://www.ledger-cli.org/">Ledger CLI</a>. (Conservancy's
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current configuration using Ledger CLI
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current configuration using Ledger CLI
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is <a href="https://gitorious.org/ledger/npo-ledger-cli">publicly
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is <a href="https://gitorious.org/ledger/npo-ledger-cli">publicly
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documented and explained</a>).</p>
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documented and explained</a>.)</p>
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<p>Our auditors were only familiar with proprietary accounting systems, and
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<p>Our auditors were only familiar with proprietary accounting software, and
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our system seemed foreign to them (since it relies on Ledger CLI's text files, Emacs and
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so our system seemed foreign to them, as it relies on Ledger CLI's text files, Emacs and
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version control). During their questions
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version control. During their questions
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about our setup, we asked them to hypothetically prescribe a specific
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about our setup, we asked them to hypothetically prescribe a specific
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proprietary software setup as a model for how to manage Conservancy's
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proprietary software setup as a model for managing Conservancy's
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accounts. Our chief auditor started by mentioning a few well-known
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accounts. Our chief auditor started by mentioning a few well-known
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proprietary solutions — but, then he paused and continued — <q>Given
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proprietary solutions. But then he paused and continued: <q>Given
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that Conservancy's a fiscal sponsor with so many temporarily restricted
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that Conservancy's a fiscal sponsor with so many temporarily restricted
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accounts, existing systems really wouldn't do that good of a job for
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accounts, existing systems really wouldn't do that good of a job for
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you</q>.</p>
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you</q>.</p>
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@ -373,16 +375,16 @@ Interest; all encourage you to <a href="http://sfconservancy.org/campaign">donat
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freedom community; it's missing altogether.</p>
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freedom community; it's missing altogether.</p>
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<p>The project that Conservancy proposes to undertake below is a modest step
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<p>The project that Conservancy proposes will take a modest step
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forward to begin creating a better solution for everyone, and
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forward in creating a better solution for everyone.
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<a href="#quotes">many NPO leaders and academics agree</a> with Conservancy about the
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<a href="#quotes">Many NPO leaders and academics agree</a> with Conservancy about the
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immediate need for work to begin on this
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immediate need for work to begin on this
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effort. <a href="https://www.fracturedatlas.org">Fractured Atlas</a>, <a href="http://fsf.org">Free Software
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effort. <a href="https://www.fracturedatlas.org">Fractured Atlas</a>, <a href="http://fsf.org">Free Software
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Foundation</a>, The <a href="https://www.mozilla.org/foundation/">Mozilla
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Foundation</a>, The <a href="https://www.mozilla.org/foundation/">Mozilla
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Foundation</a>, The <a href="http://www.gnome.org/foundation/">GNOME Foundation</a>, <a
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Foundation</a>, The <a href="http://www.gnome.org/foundation/">GNOME Foundation</a>, <a
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href="https://openhatch.org/">OpenHatch</a>, <a href="http://opensource.org">Open Source Initiative</a>,
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href="https://openhatch.org/">OpenHatch</a>, <a href="http://opensource.org">Open Source Initiative</a>,
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<a href="http://QuestionCopyright.org">QuestionCopyright.org</a>, and <a href="http://www.spi-inc.org/">Software in the Public Interest</a> have
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<a href="http://QuestionCopyright.org">QuestionCopyright.org</a>, and <a href="http://www.spi-inc.org/">Software in the Public Interest</a> have
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<a id="endorsements" style="text-decoration:none">all endorsed</a> Conservancy's plan herein, and they encourage you to donate and
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<a id="endorsements" style="text-decoration:none">all endorsed</a> Conservancy's plan, and they encourage you to donate and
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support it.</p>
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support it.</p>
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<p>Conservancy is uniquely qualified to undertake this task. Using only Free
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<p>Conservancy is uniquely qualified to undertake this task. Using only Free
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@ -411,7 +413,7 @@ Foundation</a>, The <a href="http://www.gnome.org/foundation/">GNOME Foundation<
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<p>Some Free Software accounting systems do exist. A previous informal
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<p>Some Free Software accounting systems do exist. A previous informal
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survey of these systems that Conservancy conducted in 2007 led us to the
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survey of these systems that Conservancy conducted in 2007 led us to the
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conclusion that, in general, these systems were heavily geared toward
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conclusion that, in general, these systems were heavily geared toward
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for-profit endeavors, and ignored the unique needs of NPOs generally, and
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for-profit endeavors, ignored the unique needs of NPOs generally, and
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were completely hopeless for the specific needs of a fiscal sponsoring
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were completely hopeless for the specific needs of a fiscal sponsoring
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organization. Conservancy's assessment at the time was that these
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organization. Conservancy's assessment at the time was that these
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challenges could be addressed only with a large rewrite of one of these
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challenges could be addressed only with a large rewrite of one of these
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@ -445,10 +447,10 @@ Foundation</a>, The <a href="http://www.gnome.org/foundation/">GNOME Foundation<
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<li>Basic backup documentation tracking for expenses and payments</li>
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<li>Basic backup documentation tracking for expenses and payments</li>
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<li>Basic bank statement reconciliation reporting</li>
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<li>Basic bank statement reconciliation reporting</li>
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<li>Basic annual audit preparation reporting
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<li>Basic annual audit preparation reporting
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(a <a href="https://github.com/ledger/ledger/tree/next/contrib/non-profit-audit-reports">prototype
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(A <a href="https://github.com/ledger/ledger/tree/next/contrib/non-profit-audit-reports">prototype
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of this portion is already complete</a> and has been relied on for
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of this portion is already complete</a> and has been relied on for
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real-life audits; but the prototype is just a hack and needs to be
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real-life audits; but the prototype is just a hack and needs to be
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rewritten)</li>
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rewritten.)</li>
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<li>Ability to easily handle all these features on a project-by-project
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<li>Ability to easily handle all these features on a project-by-project
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subset of the accounts, and to easily export and excise that subset from
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subset of the accounts, and to easily export and excise that subset from
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the system. (i.e., support for temporarily restricted assets, earmarked for
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the system. (i.e., support for temporarily restricted assets, earmarked for
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@ -490,7 +492,7 @@ Foundation</a>, The <a href="http://www.gnome.org/foundation/">GNOME Foundation<
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advice from our auditors and other fiscal sponsors, Conservancy understands that <em>no existing
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advice from our auditors and other fiscal sponsors, Conservancy understands that <em>no existing
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solution — proprietary or Free — meets the requirements of fiscal sponsorship accounting</em>). Fiscal sponsors like
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solution — proprietary or Free — meets the requirements of fiscal sponsorship accounting</em>). Fiscal sponsors like
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Conservancy must track a separate set of books for every project, keeping
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Conservancy must track a separate set of books for every project, keeping
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in mind that a project may leave at any time to another NPO and need to take
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in mind that a project may leave at any time for another NPO and need to take
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their books with them. Yet, the books of the entire organization are the
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their books with them. Yet, the books of the entire organization are the
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aggregate of the books of all these projects, and internally, they need to
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aggregate of the books of all these projects, and internally, they need to
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be presented as a single set of books for those purposes.</p>
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be presented as a single set of books for those purposes.</p>
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@ -507,23 +509,23 @@ Foundation</a>, The <a href="http://www.gnome.org/foundation/">GNOME Foundation<
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<p>Conservancy's existing system is working adequately, but requires daily
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<p>Conservancy's existing system is working adequately, but requires daily
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the relatively more expensive time of a highly technical person to do the
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the relatively more expensive time of a highly technical person to do the
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job of bookkeeping. Also, the system cannot easily be adapted in its
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job of bookkeeping. Also, the system cannot easily be adapted in its
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current form for another NPO, unless they also have the staff time of a
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current form for another NPO, unless they also have a
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skilled technical person to act as bookkeeper. This project aims to build
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skilled technical employee to act as bookkeeper. This project aims to build
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on what Conservancy has learned and produce a non-profit accounting system
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on what Conservancy has learned and produce a non-profit accounting system
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that corrects these flaws.</p>
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that corrects these flaws.</p>
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<p>Finally, Conservancy's mission (as stated
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<p>Finally, Conservancy's mission (as stated
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on <a href="http://sfconservancy.org/docs/conservancy_Form-1023.pdf">our Form
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on <a href="http://sfconservancy.org/docs/conservancy_Form-1023.pdf">our Form
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1023 with the USA IRS</a>) includes producing Open Source and Free Software.
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1023 with the USA IRS</a>) includes producing Open Source and Free Software.
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Thus, this project is a great way to meet Conservancy's mission and address a
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Thus, this project is a great way to pursue Conservancy's mission and address a
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specific need that so many NPOs (including us) have. If no one steps up to create Free Software to replace the widely used
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specific need that so many NPOs (including us) have. If no one steps up to create Free Software to replace the widely used
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proprietary software, NPOs in aggregate will pay <em>much more</em> money for
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proprietary software, NPOs in aggregate will pay <em>much more</em> money for
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proprietary licensing than Conservancy will ever spend in developing a
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proprietary licensing than Conservancy will ever spend in developing a
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replacement. Please donate
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replacement. Please donate
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generously to help us do it!</p>
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generously to help us do it!</p>
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<a id="quotes"></a>
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<h3><a id="quotes" style="text-decoration:none">Statements of Support</a> For This Project from Others</h3>
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<h3>Statements of Support For This Project from Others</h3>
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<p><q>As a national fiscal sponsor with over 3,000 arts and cultural projects
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<p><q>As a national fiscal sponsor with over 3,000 arts and cultural projects
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under our umbrella, Fractured Atlas is ecstatic about this effort's
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under our umbrella, Fractured Atlas is ecstatic about this effort's
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@ -536,7 +538,7 @@ work on this front and look forward to seeing where it leads.</q> —
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<p><q><a href="http://QuestionCopyright.org">QuestionCopyright.org</a> is
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<p><q><a href="http://QuestionCopyright.org">QuestionCopyright.org</a> is
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just one of many organizations that would benefit from a Free Software
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just one of many organizations that would benefit from a Free Software
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accounting system that is useable by non-technical people. We
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accounting system that is usable by non-technical people. We
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enthusiastically support the Conservancy's campaign to create one, and look
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enthusiastically support the Conservancy's campaign to create one, and look
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forward to using the result.</q>
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forward to using the result.</q>
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— <a href="http://questioncopyright.org/speakers/karl_fogel">Karl
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— <a href="http://questioncopyright.org/speakers/karl_fogel">Karl
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@ -568,7 +570,7 @@ Director, The <a href="http://www.gnome.org/foundation/">GNOME Foundation</a></p
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Freedom Conservancy in navigating the financial management needs of
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Freedom Conservancy in navigating the financial management needs of
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non-profit organisations and shares their concern. We have many NPOs as
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non-profit organisations and shares their concern. We have many NPOs as
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members and we welcome this useful initiative by Conservancy.</q>
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members and we welcome this useful initiative by Conservancy.</q>
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— Simon Phipps, <a href="http://opensource.org">Open Source
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— Simon Phipps, President, <a href="http://opensource.org">Open Source
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Initiative</a></p>
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Initiative</a></p>
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<p><q>The <a href="https://fsf.org/">Free Software Foundation</a> is committed to doing all of its work,
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<p><q>The <a href="https://fsf.org/">Free Software Foundation</a> is committed to doing all of its work,
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