Event:2019/10/07 Finance

Finance/Fundraising Meeting - 7 October 2019

• URL of this pad: https://peoplesopen.net/pad/p/omnifinance
• Trello Boards: https://trello.com/ocmoney
• Fiscal Policies & Procedures: https://drive.google.com/open?id=1QiQeCfD1AwaSy4R5gch67bSdSmgirZ0GZxj8vcFo5XE

Attendees

• Laura, Jenny

Updates

• Yar didn't contact Laura about meeting with People Powered Solar rep.
• Village working on getting their own 501c3 status - met with SELC last week
  • Winter giveaway? NOT a drive. To get rid of stuff in basement
  • End of year timeline re: bank account and moving of stuff, end of fiscal sponsorship

• Jenny's bookkeeping contract needs to be renewed. Was only for 3 months.

• Trial of Booked Scheduler set up. Not much response from Commons. Laura reminded them today to look at it. Main issue seems to be no contracts.

• Beneficial account - want to close

= Action Items =-

• Look into East Bay Community Energy switch - https://ebce.org/opt-up/
• Order stamps
• Quarterly report
• FInd a non-profit auditor
  • David Bott (Hesperian)
• Tee up taxes! Tentative work day for 11/4
• Budget for 2020 - do after 990