Re: Issue #6 - Publish contributions to associated projects

Does anyone know the plans or status on reporting of 2017 financial data?

Thanks,
Bryce

On Thu, Jan 11, 2018 at 12:12:28PM -0800, Bryce Harrington wrote:
> On Sat, Oct 14, 2017 at 11:12:42AM -0400, Martin Michlmayr wrote:
> > * Philippe Cloutier <chealer(at)gmail(dot)com> [2017-10-08 15:46]:
> > > http://www.spi-inc.org/projects/ lists SPI's associated projects. Each
> > > subpage describes the associated project and a general list of
> > > services offered to that project.
> >
> > Correct.
> >
> > > Transparency would be largely increased if we would list more specific
> > > services offered to each project. For example,
> > > http://www.spi-inc.org/projects/debian/ could list that x dollars were
> > > contributed to DebConf 17. Ideally, we would list each purchase made
> > > for that project up to some indicated date.
> >
> > We will continue to publish monthly treasurer reports for SPI listing
> > income and expenses. [*] SPI will only report aggregate sums rather
> > than each purchase (for various reasons, including privacy).
> >
> > However, we are working on making individual transaction information
> > available to projects, so they can do financial reports with the level
> > of detail they find appropriate for their needs.
> >
> > Martin
> >
> > [*] There have been delays due to the move to a new bookkeeping system
> > but we hope to have regular reports soon.
>
> Hi, can you update us on the return of the monthly treasurer reports, or
> direct access to the per-project transaction data? With 2017 done I'm
> needing to get the treasurer report prepared for X.org, and so am
> interested in getting updated data through the end of the year.
>
> Thanks,
> Bryce
>
> ------------------------------------------------------------------------
> Bryce Harrington
> bryce(at)osg(dot)samsung(dot)com
> X.org Foundation Treasurer

* Bryce Harrington <bryce(at)osg(dot)samsung(dot)com> [2018-01-18 09:54]:
> Does anyone know the plans or status on reporting of 2017 financial data?

Unfortunately I don't have a good answer right now, which is why I
haven't replied yet.

The status is that we're behind with monthly reports. The underlying
problem is that our day-to-day treasurer work (reimbursements, cashing
of checkes, etc) is not integrated with the recording/reporting of
transactions, so there's a gap. Long time we need to get better at
bridging that gap.

Maybe Michael Schultheiss or Martin Zobel-Helas can comment directly.
(We'll have a board meeting on February 12 where we will discuss this
topic unless there has been progress in the meantime.)

FWIW, last year the treasurer report came out in July but we
definitely have to do better.

--
Martin Michlmayr
http://www.cyrius.com/

On Fri, Jan 19, 2018 at 03:22:56PM +0700, Martin Michlmayr wrote:
> * Bryce Harrington <bryce(at)osg(dot)samsung(dot)com> [2018-01-18 09:54]:
> > Does anyone know the plans or status on reporting of 2017 financial data?
>
> Unfortunately I don't have a good answer right now, which is why I
> haven't replied yet.

Hi Martin,

Do you have any updates regarding the 2017 financial data? (I'm also
missing about 1/2 of 2016 for X.org's records.)

I'm adding X.org's official SPI liaison, Daniel Vetter, to the CC. In
addition to the report, he needs to have formal verification that the
donations from a number of recent XDC event sponsors has been received,
which we believe should total to $25k. X.org needs to begin planning
work for their next technical conference, and so needs confirmation that
the expected funding is available in our account.

Thanks,
Bryce

> The status is that we're behind with monthly reports. The underlying
> problem is that our day-to-day treasurer work (reimbursements, cashing
> of checkes, etc) is not integrated with the recording/reporting of
> transactions, so there's a gap. Long time we need to get better at
> bridging that gap.
>
> Maybe Michael Schultheiss or Martin Zobel-Helas can comment directly.
> (We'll have a board meeting on February 12 where we will discuss this
> topic unless there has been progress in the meantime.)
>
> FWIW, last year the treasurer report came out in July but we
> definitely have to do better.
>
> --
> Martin Michlmayr
> http://www.cyrius.com/

* Bryce Harrington <bryce(at)osg(dot)samsung(dot)com> [2018-03-13 16:00]:
> Do you have any updates regarding the 2017 financial data? (I'm also

The plan is to have something in place by the next board meeting on
April 9.

>From the March board meeting:

[16:16:24] <tbm> Is the end of March realistic?
[16:16:25] <zobel> i still need PDF data for the debian data, i mailed bgupta.
[16:16:39] <schultmc> end of march is realistic for EOY 2017 data
[16:16:42] <schultmc> we're close on that

http://spi-inc.org/meetings/logs/2018/2018-03-12-log.txt

> missing about 1/2 of 2016 for X.org's records.)

2016 was published. What are you missing there?

> I'm adding X.org's official SPI liaison, Daniel Vetter, to the CC. In
> addition to the report, he needs to have formal verification that the
> donations from a number of recent XDC event sponsors has been received,
> which we believe should total to $25k. X.org needs to begin planning
> work for their next technical conference, and so needs confirmation that
> the expected funding is available in our account.

Martin Zobel-Helas or Michael Schultheiss should be able to answer
this one.

--
Martin Michlmayr
http://www.cyrius.com/

On Thu, Mar 15, 2018 at 01:51:00PM +0100, Martin Michlmayr wrote:
> * Bryce Harrington <bryce(at)osg(dot)samsung(dot)com> [2018-03-13 16:00]:
> > Do you have any updates regarding the 2017 financial data? (I'm also
>
> The plan is to have something in place by the next board meeting on
> April 9.
>
> >From the March board meeting:
>
> [16:16:24] <tbm> Is the end of March realistic?
> [16:16:25] <zobel> i still need PDF data for the debian data, i mailed bgupta.
> [16:16:39] <schultmc> end of march is realistic for EOY 2017 data
> [16:16:42] <schultmc> we're close on that
>
> http://spi-inc.org/meetings/logs/2018/2018-03-12-log.txt
>
> > missing about 1/2 of 2016 for X.org's records.)
>
> 2016 was published. What are you missing there?

The last one I received was "Monthly report 2017/07/01 - 2017/08/01"
so I'm missing August to December '16. Are they placed online somewhere?

Bryce

> > I'm adding X.org's official SPI liaison, Daniel Vetter, to the CC. In
> > addition to the report, he needs to have formal verification that the
> > donations from a number of recent XDC event sponsors has been received,
> > which we believe should total to $25k. X.org needs to begin planning
> > work for their next technical conference, and so needs confirmation that
> > the expected funding is available in our account.
>
> Martin Zobel-Helas or Michael Schultheiss should be able to answer
> this one.
>
> --
> Martin Michlmayr
> http://www.cyrius.com/

* Bryce Harrington <bryce(at)osg(dot)samsung(dot)com> [2018-03-15 10:04]:
> The last one I received was "Monthly report 2017/07/01 - 2017/08/01"

This is 201_7_. We know that 2017 is incomplete.

> so I'm missing August to December '16. Are they placed online somewhere?

You're saying 201_6_ is missing.

2016 is complete: http://www.spi-inc.org/treasurer/

--
Martin Michlmayr
http://www.cyrius.com/

On Thu, Mar 15, 2018 at 06:09:28PM +0100, Martin Michlmayr wrote:
> * Bryce Harrington <bryce(at)osg(dot)samsung(dot)com> [2018-03-15 10:04]:
> > The last one I received was "Monthly report 2017/07/01 - 2017/08/01"
>
> This is 201_7_. We know that 2017 is incomplete.
>
> > so I'm missing August to December '16. Are they placed online somewhere?
>
> You're saying 201_6_ is missing.
>
> 2016 is complete: http://www.spi-inc.org/treasurer/

Ah thanks yes you're right.

Hi Martin,

On Wed, Mar 14, 2018 at 12:00 AM, Bryce Harrington
<bryce(at)osg(dot)samsung(dot)com> wrote:
> On Fri, Jan 19, 2018 at 03:22:56PM +0700, Martin Michlmayr wrote:
>> * Bryce Harrington <bryce(at)osg(dot)samsung(dot)com> [2018-01-18 09:54]:
>> > Does anyone know the plans or status on reporting of 2017 financial data?
>>
>> Unfortunately I don't have a good answer right now, which is why I
>> haven't replied yet.
>
> Hi Martin,
>
> Do you have any updates regarding the 2017 financial data? (I'm also
> missing about 1/2 of 2016 for X.org's records.)
>
> I'm adding X.org's official SPI liaison, Daniel Vetter, to the CC. In
> addition to the report, he needs to have formal verification that the
> donations from a number of recent XDC event sponsors has been received,
> which we believe should total to $25k. X.org needs to begin planning
> work for their next technical conference, and so needs confirmation that
> the expected funding is available in our account.

Following up on this: Is there any way we can get full details for all
the sponsors? The lump sum each month isn't really useful for figuring
out who paid and who didn't (since we have 5 sponsors with the exact
same amount this year). So even if we do have the reports up to today
we can't do this.

Thanks, Daniel

>
> Thanks,
> Bryce
>
>> The status is that we're behind with monthly reports. The underlying
>> problem is that our day-to-day treasurer work (reimbursements, cashing
>> of checkes, etc) is not integrated with the recording/reporting of
>> transactions, so there's a gap. Long time we need to get better at
>> bridging that gap.
>>
>> Maybe Michael Schultheiss or Martin Zobel-Helas can comment directly.
>> (We'll have a board meeting on February 12 where we will discuss this
>> topic unless there has been progress in the meantime.)
>>
>> FWIW, last year the treasurer report came out in July but we
>> definitely have to do better.
>>
>> --
>> Martin Michlmayr
>> http://www.cyrius.com/

--
Daniel Vetter
Software Engineer, Intel Corporation
+41 (0) 79 365 57 48 - http://blog.ffwll.ch

* Daniel Vetter <daniel(dot)vetter(at)ffwll(dot)ch> [2018-04-26 22:55]:
> Following up on this: Is there any way we can get full details for
> all the sponsors? The lump sum each month isn't really useful for
> figuring out who paid and who didn't (since we have 5 sponsors with
> the exact same amount this year). So even if we do have the reports
> up to today we can't do this.

Yes, please open a ticket via treasurer(at)rt(dot)spi-inc(dot)org and we can
provide that information. I don't believe there's an outstanding
ticket on this.

(We still plan to make the individual transactions available to
projects but this hasn't happened yet.)
--
Martin Michlmayr
http://www.cyrius.com/