@@ -299,39 +299,41 @@ function validateAmount(amount){
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<h2>Fundraising Campaign: Non-Profit Accounting Software</h2>
<img src="/img/conservancy-accounting-campaign-logo.png" alt="Conservancy accounting campaign logo" style="float:left;" />
<p>Please help all non-profit organizations (NPOs) by <a href="http://sfconservancy.org/campaign">donating</a> to Conservancy
to begin creating an Open Source and Free Software accounting system usable by non-technical bookkeepers,
accountants, and non-profit managers.</p>
<p>Conservancy has a plan to help all non-profit organizations (NPOs) by
creating an Open Source and Free Software accounting system usable by
non-technical bookkeepers, accountants, and non-profit managers. You can
help us do it by donating now.
</p>
<p>To keep books and produce annual government filings, NPOs must
maintain complicated home grown systems. Most use proprietary
software, paying exorbitant licensing fees — fundamentally at cross purposes with their underlying missions of
charity, equality, democracy, and sharing.</p>
<p>To keep their books and produce annual government filings, most NPOs rely
on proprietary software, paying exorbitant licensing fees. This is
fundamentally at cross purposes with their underlying missions of charity,
equality, democracy, and sharing.</p>
<p>You can help Conservancy fix this problem by <a href="http://sfconservancy.org/campaign">donating now</a>. We seek to
raise $75,000 to employ a
developer one year to make substantial progress on this project.</p>
developer for one year to make substantial progress on this project.</p>
<p>If successful, this project will save the non-profit sector many
millions every year in licensing fees. Even non-profits that continue to use proprietary accounting
<p>This project has the potential to save the non-profit sector
millions in licensing fees every year. Even non-profits that continue to use proprietary accounting
software will benefit, since the existence of quality Open Source and Free
Software for a particular task curtails predatory behavior by proprietary
software companies, and creates a new standard of comparison.</p>
<p>But, more powerfully, this project's realization
will increase the agility and collaborative potential
for the non-profit sector — a boon to funders, boards, employees, and the
populations they serve — bringing the Free Software and general NPO communities
for the non-profit sector — a boon to funders, boards, and employees — bringing the Free Software and general NPO communities
into closer collaboration and understanding.</p>
<p>Thanks in advance for <a href="http://sfconservancy.org/campaign">helping us</a> develop Free Software to benefit all
non-profit organizations, and thus all of society.</p>
non-profit organizations, and the
populations they serve.</p>
<p>Donors of $500 or more will be acknowledged in the THANKS file and other
appropriate places in the codebase itself.</p>
<p><a href="http://sfconservancy.org/campaign#endorsements">Endorsers of this effort</a> include Fractured Atlas, Free Software
Foundation, Mozilla Foundation, GNOME Foundation, OpenHatch, Open
@@ -342,26 +344,26 @@ Interest; all encourage you to <a href="http://sfconservancy.org/campaign">donat
<h3>Background</h3>
<p>Like many non-profit organizations (NPOs) in the USA, Conservancy's
financial accounts are audited annually by an independent accounting firm;
we recently completed our fiscal year 2011 audit. As usual, our auditors
asked plenty of questions about our accounting software. Conservancy uses
only Free Software, of course, using a series of straightforward reporting
only Free Software, of course, centered around a set of straightforward reporting
scripts that we created to run on top
of <a href="http://www.ledger-cli.org/">Ledger CLI</a>. (Conservancy's
current configuration using Ledger CLI
is <a href="https://gitorious.org/ledger/npo-ledger-cli">publicly
documented and explained</a>).</p>
documented and explained</a>.)</p>
<p>Our auditors were only familiar with proprietary accounting systems, and
our system seemed foreign to them (since it relies on Ledger CLI's text files, Emacs and
version control). During their questions
<p>Our auditors were only familiar with proprietary accounting software, and
so our system seemed foreign to them, as it relies on Ledger CLI's text files, Emacs and
version control. During their questions
about our setup, we asked them to hypothetically prescribe a specific
proprietary software setup as a model for how to manage Conservancy's
proprietary software setup as a model for managing Conservancy's
accounts. Our chief auditor started by mentioning a few well-known
proprietary solutions — but, then he paused and continued — <q>Given
proprietary solutions. But then he paused and continued: <q>Given
that Conservancy's a fiscal sponsor with so many temporarily restricted
accounts, existing systems really wouldn't do that good of a job for
you</q>.</p>
<p>Indeed, Conservancy reached out into the broader fiscal sponsorship
community beyond the <acronym title="Free, Libre and Open Source Software">FLOSS</acronym>
@@ -370,22 +372,22 @@ Interest; all encourage you to <a href="http://sfconservancy.org/campaign">donat
their own unique systems, idiosyncratically tailored to their specific
environments. Thus, good, well-designed, and reusable accounting software
for non-profit fiscal sponsorship is not just missing in the software
freedom community; it's missing altogether.</p>
<p>The project that Conservancy proposes to undertake below is a modest step
forward to begin creating a better solution for everyone, and
<a href="#quotes">many NPO leaders and academics agree</a> with Conservancy about the
<p>The project that Conservancy proposes will take a modest step
forward in creating a better solution for everyone.
<a href="#quotes">Many NPO leaders and academics agree</a> with Conservancy about the
immediate need for work to begin on this
effort. <a href="https://www.fracturedatlas.org">Fractured Atlas</a>, <a href="http://fsf.org">Free Software
Foundation</a>, The <a href="https://www.mozilla.org/foundation/">Mozilla
Foundation</a>, The <a href="http://www.gnome.org/foundation/">GNOME Foundation</a>, <a
href="https://openhatch.org/">OpenHatch</a>, <a href="http://opensource.org">Open Source Initiative</a>,
<a href="http://QuestionCopyright.org">QuestionCopyright.org</a>, and <a href="http://www.spi-inc.org/">Software in the Public Interest</a> have
<a id="endorsements" style="text-decoration:none">all endorsed</a> Conservancy's plan herein, and they encourage you to donate and
<a id="endorsements" style="text-decoration:none">all endorsed</a> Conservancy's plan, and they encourage you to donate and
support it.</p>
<p>Conservancy is uniquely qualified to undertake this task. Using only Free
Software, Conservancy already meets the complex accounting challenges of
earmarked, directed donations for over thirty different projects. We've
learned much about this work in our first seven years of
@@ -408,13 +410,13 @@ Foundation</a>, The <a href="http://www.gnome.org/foundation/">GNOME Foundation<
<h4>Phase 0</h4>
<p>Some Free Software accounting systems do exist. A previous informal
survey of these systems that Conservancy conducted in 2007 led us to the
conclusion that, in general, these systems were heavily geared toward
for-profit endeavors, and ignored the unique needs of NPOs generally, and
for-profit endeavors, ignored the unique needs of NPOs generally, and
were completely hopeless for the specific needs of a fiscal sponsoring
organization. Conservancy's assessment at the time was that these
challenges could be addressed only with a large rewrite of one of these
systems. Conservancy chose
<a href="http://www.ledger-cli.org/">Ledger CLI</a> precisely because
it provided flexibility and configurability not present in any other Free Software
@@ -442,16 +444,16 @@ Foundation</a>, The <a href="http://www.gnome.org/foundation/">GNOME Foundation<
<li>Basic accounts payable/receivable (with invoicing)</li>
<li>Tracking and reporting of non-profit income types (related business
income, unrelated business taxable income, donations, etc.)</li>
<li>Basic backup documentation tracking for expenses and payments</li>
<li>Basic bank statement reconciliation reporting</li>
<li>Basic annual audit preparation reporting
(a <a href="https://github.com/ledger/ledger/tree/next/contrib/non-profit-audit-reports">prototype
(A <a href="https://github.com/ledger/ledger/tree/next/contrib/non-profit-audit-reports">prototype
of this portion is already complete</a> and has been relied on for
real-life audits; but the prototype is just a hack and needs to be
rewritten)</li>
rewritten.)</li>
<li>Ability to easily handle all these features on a project-by-project
subset of the accounts, and to easily export and excise that subset from
the system. (i.e., support for temporarily restricted assets, earmarked for
fiscal-sponsored projects)</li>
<li>Multi-currency support and reporting</li>
</ul>
@@ -487,13 +489,13 @@ Foundation</a>, The <a href="http://www.gnome.org/foundation/">GNOME Foundation<
<p>It's highly unlikely that the for-profit sector will adapt existing Free
Software accounting systems to meet the differing needs of NPOs (let alone
the more complex needs of fiscal sponsors; based on
advice from our auditors and other fiscal sponsors, Conservancy understands that <em>no existing
solution — proprietary or Free — meets the requirements of fiscal sponsorship accounting</em>). Fiscal sponsors like
Conservancy must track a separate set of books for every project, keeping
in mind that a project may leave at any time to another NPO and need to take
in mind that a project may leave at any time for another NPO and need to take
their books with them. Yet, the books of the entire organization are the
aggregate of the books of all these projects, and internally, they need to
be presented as a single set of books for those purposes.</p>
<p>Meanwhile, even if an organization is not a fiscal sponsor, non-profit
accounting is <em>just different</em> than for-profit accounting, particularly in
@@ -504,42 +506,42 @@ Foundation</a>, The <a href="http://www.gnome.org/foundation/">GNOME Foundation<
for-profit income, and the reporting requirements vary wildly from their
for-profit equivalents.</p>
<p>Conservancy's existing system is working adequately, but requires daily
the relatively more expensive time of a highly technical person to do the
job of bookkeeping. Also, the system cannot easily be adapted in its
current form for another NPO, unless they also have the staff time of a
skilled technical person to act as bookkeeper. This project aims to build
current form for another NPO, unless they also have a
skilled technical employee to act as bookkeeper. This project aims to build
on what Conservancy has learned and produce a non-profit accounting system
that corrects these flaws.</p>
<p>Finally, Conservancy's mission (as stated
on <a href="http://sfconservancy.org/docs/conservancy_Form-1023.pdf">our Form
1023 with the USA IRS</a>) includes producing Open Source and Free Software.
Thus, this project is a great way to meet Conservancy's mission and address a
Thus, this project is a great way to pursue Conservancy's mission and address a
specific need that so many NPOs (including us) have. If no one steps up to create Free Software to replace the widely used
proprietary software, NPOs in aggregate will pay <em>much more</em> money for
proprietary licensing than Conservancy will ever spend in developing a
replacement. Please donate
generously to help us do it!</p>
<h3><a id="quotes" style="text-decoration:none">Statements of Support</a> For This Project from Others</h3>
<a id="quotes"></a>
<h3>Statements of Support For This Project from Others</h3>
<p><q>As a national fiscal sponsor with over 3,000 arts and cultural projects
under our umbrella, Fractured Atlas is ecstatic about this effort's
potential. After 15 years wrestling with Quickbooks and other inadequate
options, the idea of an open source tool designed specifically for this niche
of the field is beyond welcome. We wholeheartedly support the Conservancy's
work on this front and look forward to seeing where it leads.</q> —
<a href="https://www.fracturedatlas.org/site/bios/staff/1/Adam%20Forest_Huttler">Adam
Huttler</a>, Executive Director, <a href="https://www.fracturedatlas.org">Fractured Atlas</a></p>
<p><q><a href="http://QuestionCopyright.org">QuestionCopyright.org</a> is
just one of many organizations that would benefit from a Free Software
accounting system that is useable by non-technical people. We
accounting system that is usable by non-technical people. We
enthusiastically support the Conservancy's campaign to create one, and look
forward to using the result.</q>
— <a href="http://questioncopyright.org/speakers/karl_fogel">Karl
Fogel</a>, Executive Director,
<a href="http://QuestionCopyright.org">QuestionCopyright.org</a></p>
@@ -565,13 +567,13 @@ Sandler</a>, Executive
Director, The <a href="http://www.gnome.org/foundation/">GNOME Foundation</a></p>
<p><q>The Open Source Initiative has shared the experiences of Software
Freedom Conservancy in navigating the financial management needs of
non-profit organisations and shares their concern. We have many NPOs as
members and we welcome this useful initiative by Conservancy.</q>
— Simon Phipps, <a href="http://opensource.org">Open Source
— Simon Phipps, President, <a href="http://opensource.org">Open Source
Initiative</a></p>
<p><q>The <a href="https://fsf.org/">Free Software Foundation</a> is committed to doing all of its work,
both public-facing and internal, using only free software. We are thankful to
the developers of SQL Ledger for providing the accounting software that has
served us well for many years. As we have grown, so have the complexities of