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This page is the homepage for the Financial Accountability Working Group (FAWG). Please fill this in with pertinent information and resources for newcomers. Use the Discussion tab above to start discussions.
&lt;parsererror&gt;XML Parsing Error: mismatched tag. Expected: &lt;/wbr&gt;. Location: [http://wiki.occupyboston.org/index.php?title=WG/Financial_Accountability&action=edit http://wiki.occupyboston.org/index.php?title=WG/Financial_Accountability&action=edit] Line Number 1, Column 6574:&lt;sourcetext&gt;<body xmlns:x="[http://excel http://excel]">&lt;p&gt;This page is the homepage for the Financial Accountability Working Group (FAWG). Please fill this in with pertinent information and resources for newcomers. Use the Discussion tab above to start discussions.&lt;/p&gt;&lt;p&gt;[Note: can we delete the old page? please migrate all relevant info from &lt;a _fcknotitle="true" href="Finance%20Specialists"&gt;Finance Specialists&lt;/a&gt;. thank you, --&lt;a href="User:OneKarma"&gt;OneKarma&lt;/a&gt; 15:20, 9 November 2011 (EST)] YES - you can delete the old page. The minutes have been saved and will be reposted to this page at some point. -Lisa&lt;/p&gt;&lt;hr/&gt;&lt;p&gt;Email list: <a href="[mailto:ob-finance@lists.mayfirst.org mailto:ob-finance@lists.mayfirst.org]">ob-finance@lists.mayfirst.org&lt;/a&gt;&lt;br/&gt;Join the list and view message archives at <a href="[https://lists.mayfirst.org/mailman/listinfo/ob-finance https://lists.mayfirst.org/mailman/listinfo/ob-finance]">[https://lists.mayfirst.org/mailman/listinfo/ob-finance https://lists.mayfirst.org/mailman/listinfo/ob-finance]&lt;/a&gt;&lt;/p&gt;&lt;hr/&gt;&lt;p style="text-align: center"&gt;&lt;span style="color: #ff0000"&gt;&lt;b&gt;VOLUNTEER BOOKKEEPER(S) NEEDED&lt;/b&gt; -&lt;/span&gt; PLEASE EMAIL <a href="[mailto:ob-finance@lists.mayfirst.org mailto:ob-finance@lists.mayfirst.org]">ob-finance@lists.mayfirst.org&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;b&gt;Cash Hotline - 857.417.7872&lt;/b&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;b&gt;Cash email address - obwg.fundingrequest@gmail.com&lt;/b&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;/p&gt;&lt;hr/&gt;&lt;p style="text-align: center"&gt;&lt;span style="font-size: large"&gt;&lt;/span&gt;&lt;/p&gt;&lt;hr/&gt;&lt;p style="text-align: center"&gt;&lt;b&gt;FAWG Meeting&nbsp; Schedule&lt;/b&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;Monday:&nbsp; 6:00 PM&lt;/p&gt;&lt;p style="text-align: center"&gt;Wednesday: 6:00 PM&lt;/p&gt;&lt;p style="text-align: center"&gt;UDG on Summer Street, between Downtown crossing and Dewey Square&lt;/p&gt;&lt;hr/&gt;&lt;hr/&gt;&lt;p&gt;&lt;b&gt;FAWG MInutes&lt;/b&gt;&lt;br/&gt;&lt;a href="11/14/11"&gt;11/14/11&lt;/a&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 10/26/11&lt;/p&gt;&lt;p&gt;&lt;a href="11/09/11"&gt;11/09/11&lt;/a&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;a href="10/24/11"&gt;10/24/11&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="11/07/11"&gt;11/07/11&lt;/a&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;a href="10/19/11"&gt;10/19/11&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="11/3/11"&gt;11/3/11&nbsp;&lt;/a&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;a href="10/15/11"&gt;10/15/11&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &lt;a href="10/14/11"&gt;10/14/11&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;/p&gt;&lt;hr/&gt;&lt;p&gt;&lt;span style="font-size: medium"&gt;&lt;b&gt;Current Financial Accountability Working Group Members&lt;/b&gt;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;Jorge Alvarez&nbsp; (Facilitation, Non-violence, Radio)&lt;/p&gt;&lt;p&gt;B (Food)&lt;/p&gt;&lt;p&gt;Linda Jenkins, occupylinda @ gmail.com&lt;/p&gt;&lt;p&gt;Glen Kinnock&lt;/p&gt;&lt;p&gt;Matthew Krawitz (IT), OB-FAWG AT theherbalcurrent.com&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; (Credit Union Account Signer)&lt;/p&gt;&lt;p&gt;K. Eric Martin (Logistics), 857-236-2734, occupyeric@gmail.com&lt;/p&gt;&lt;p&gt;Gregory Murphy (Facilitation) 617-413-6472, gsjmurphy @ gmail.com&nbsp;&nbsp;&nbsp; (Credit Union Account Signer)&lt;/p&gt;&lt;p&gt;Michael Petit&lt;/p&gt;&lt;p&gt;Rita Sebastian (Info)&lt;/p&gt;&lt;p&gt;&lt;/p&gt;&lt;p&gt;&lt;br/&gt;&lt;b&gt;Current Financial Accountability Working Group Consultants&lt;/b&gt;&lt;/p&gt;&lt;p&gt;Daniel Paradis, tax lawyer - occupybostongc@gmail.com, 617.470.5049&lt;/p&gt;&lt;p&gt;&lt;/p&gt;&lt;hr/&gt;&lt;p&gt;&lt;b&gt;OccupyBoston Internal Revenue Service and Banking Structure&lt;/b&gt;&lt;/p&gt;&lt;p&gt;For Occupy Boston to open a credit union account to track donations to the general fund, and any resulting OB expenses, OB needed an Employer Identification Number, provided by the IRS. Gregory Murphy obtained an EIN in the name of OccupyBoston. OccupyBoston's IRS address is OccupyBoston P. O. Box 51162, Boston, MA 02205 .&lt;/p&gt;&lt;p&gt;For the same reason and per credit union requirements, Gregory Murphy obtained a Certificate of Business from the City of Boston. That certificate lists Gregory Murphy dba (doing business as) Occupy Boston Financial Accountability Working Group. This is a temporary measure, simply to get an account open. OB's Financial Accountability Working Group is researching different potential organizational structures for OccupyBoston, and, at some point, will make a recommendation to the GA, in the form of a proposal.&lt;/p&gt;&lt;p&gt;Also, per a mediated Agreement (signed 11/1/11) with Paul Carnes and Sydney Sherrel, Mr. Carnes signed a Withdrawal of Business Certificate for the dba Occupy Boston, filed in his name. That certificate sits in escrow with mediator David Kelston, awaiting the fulfillment of all the&nbsp; terms of the Agreement.&nbsp; FAWG contends that FAWG, Mr. Carnes and Ms. Sherrell have satisfied the terms of the Agreement and that Mr. Kelston should deliver, to FAWG, the Withdrawal of Business Certificate dba Occupy Boston. Mr. Carnes and Ms. Sherrell contend that FAWG has violated the terms of the Agreement, have secured legal counsel, and are petitioning Mr. Kelston to return the&nbsp; Withdrawal of Business Certificate dba OccupyBoston to them.&nbsp; Mr. Kelston has called for another session (tentatively) set for Monday, 11/14/11, to come to terms with the dispute.&lt;/p&gt;&lt;p&gt;Once FAWG secures the Withdrawal of Business Certificate dba OccupyBoston, it intends to file the certificate at the City Clerk's office, and then, as soon as possible, secure a new Business Certificate dba OccupyBoston, to hold and protect, in the name of OccupyBoston, and as consented to by OccupyBoston's General Assembly, on 11/3/11.&lt;/p&gt;&lt;p&gt;On 10/25/11, members of FAWG opened an account at Liberty Bay Credit Union, in the name of Occupy Boston Financial Accountability Working Group, with a total deposit of $15,819.44, which included $5 LBCU gave OB for opening the account. As of 11/10/11, FAWG is in the process of moving funds donated to the WePay General Fund (over $30,000) to LBCU Savings Account. We wil decide, the week of 11/13, whteher to move the WePay Legal Fund (over $11,000) to a second savings account at LBCU, or to a trust, administered by FAWG consulting tax counsel.&lt;/p&gt;&lt;hr/&gt;&lt;hr/&gt;&lt;p style="text-align: center"&gt;&lt;span style="color: #008000"&gt;&lt;b&gt;FInancial Presentations to GA&lt;/b&gt;&lt;/span&gt;&lt;/p&gt;&lt;p style="text-align: center;"&gt;&lt;b&gt;&lt;/b&gt;<a href="[http://www.slideshare.net/Occupy_Boston/occupy-boston-financial-report-09302011-01212012 http://www.slideshare.net/Occupy_Boston/occupy-boston-financial-report-09302011-01212012]" target="_blank">[http://www.slideshare.net/Occu http://www.slideshare.net/Occu]&lt;wbr&gt;py_Boston/occupy-boston-financ&lt;wbr&gt;ial-report-09302011-01212012&lt;/a&gt;&lt;br/&gt;&lt;/p&gt;&lt;hr/&gt;&lt;p style="text-align: center;"&gt;&lt;span style="color: rgb(0, 128, 0);"&gt;&lt;b&gt;&lt;br/&gt;Monthly Credit Union Statements&lt;/b&gt;&lt;/span&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;a href="10/31/11"&gt;10/31/11&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;a href="11/30/11"&gt;11/30/11&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;a href="12/31/12"&gt;12/31/12&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;/p&gt;&lt;hr/&gt;&lt;p style="text-align: center"&gt;&lt;span style="color: #008000"&gt;&lt;b&gt;Occupy Boston FInancial Statements&lt;/b&gt;&lt;/span&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;b&gt;Profit And Loss&lt;/b&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;a href="10/31/11"&gt;October 31, 2011&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;a href="11/30/11"&gt;November 30, 2011&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;a href="12/31/11"&gt;December 31, 2011&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;a href="4thQ2011"&gt;4th Q, 2011&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;b&gt;Balance Sheet&lt;/b&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;a href="10/31/11%20BS"&gt;October 31, 2011&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;a href="11/30/11%20BS"&gt;November 30, 2011&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;a href="12/31/11%20BS"&gt;December 31, 2011&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;/p&gt;&lt;p&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;b&gt;Working Group Expense&lt;/b&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;a href="10/11%20WGE"&gt;October '11&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;a href="11/11%20WGE"&gt;November '11&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;a href="12/11%20WGE"&gt;December '11&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;/p&gt;&lt;p&gt;&lt;/p&gt;&lt;hr/&gt;&lt;p style="text-align: center"&gt;&lt;a _fcknotitle="true" href="FAWG%20Proposals%20%28Consented%29"&gt;FAWG Proposals (Consented)&lt;/a&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;/p&gt;&lt;hr/&gt;&lt;p style="text-align: center"&gt;&lt;a href="Procedures%20for%20Workgroups%20and%20Individuals%20to%20Obtain%20Funds"&gt;Procedures for Workgroups and Individuals to Obtain Funds&lt;/a&gt;&lt;/p&gt;&lt;hr/&gt;&lt;p&gt;&lt;/p&gt;&lt;p style="text-align: center"&gt;&lt;a _fcknotitle="true" href="FAWG%20Background%20Check%20Procedures"&gt;FAWG Background Check Procedures&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;/p&gt;&lt;hr/&gt;&lt;p&gt;&lt;/p&gt;&lt;p&gt;&lt;a _fcknotitle="true" href="Strategic%20Action%20Planning"&gt;Strategic Action Planning&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;span class="fck_mw_category" sort="Financial Accountability"&gt;Working groups&lt;/span&gt; &lt;br/&gt; &lt;/p&gt;&lt;/body&gt; --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------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[Note: can we delete the old page? please migrate all relevant info from [[Finance Specialists]]. thank you, --[[User:OneKarma|OneKarma]] 15:20, 9 November 2011 (EST)] YES - you can delete the old page. The minutes have been saved and will be reposted to this page at some point. -Lisa
 
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Email list: [mailto:ob-finance@lists.mayfirst.org ob-finance@lists.mayfirst.org]<br/>Join the list and view message archives at [https://lists.mayfirst.org/mailman/listinfo/ob-finance https://lists.mayfirst.org/mailman/listinfo/ob-finance]
 
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<p style="text-align: center"><span style="color: #ff0000">'''VOLUNTEER BOOKKEEPER(S) NEEDED''' -</span> PLEASE EMAIL [mailto:ob-finance@lists.mayfirst.org ob-finance@lists.mayfirst.org]</p><p style="text-align: center">'''Cash Hotline - 857.417.7872'''</p><p style="text-align: center">'''Cash email address - obwg.fundingrequest@gmail.com'''</p><p style="text-align: center"></p>
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<p style="text-align: center"><span style="font-size: large"></span></p>
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<p style="text-align: center">'''FAWG Meeting&nbsp; Schedule'''</p><p style="text-align: center">Monday:&nbsp; 6:00 PM</p><p style="text-align: center">Wednesday: 6:00 PM</p><p style="text-align: center">UDG on Summer Street, between Downtown crossing and Dewey Square</p>
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'''FAWG MInutes'''<br/>[[11/14/11|11/14/11]]&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 10/26/11
 
[[11/09/11|11/09/11]]&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; [[10/24/11|10/24/11]]
 
[[11/07/11|11/07/11]]&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; [[10/19/11|10/19/11]]
 
[[11/3/11|11/3/11&nbsp;]]&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; [[10/15/11|10/15/11]]
 
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; [[10/14/11|10/14/11]]
 
 
 
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<span style="font-size: medium">'''Current Financial Accountability Working Group Members'''</span>
 
Jorge Alvarez&nbsp; (Facilitation, Non-violence, Radio)
 
B (Food)
 
Linda Jenkins, occupylinda @ gmail.com
 
Glen Kinnock
 
Matthew Krawitz (IT), OB-FAWG AT theherbalcurrent.com&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; (Credit Union Account Signer)
 
K. Eric Martin (Logistics), 857-236-2734, occupyeric@gmail.com
 
Gregory Murphy (Facilitation) 617-413-6472, gsjmurphy @ gmail.com&nbsp;&nbsp;&nbsp; (Credit Union Account Signer)
 
Michael Petit
 
Rita Sebastian (Info)
 
 
 
<br/>'''Current Financial Accountability Working Group Consultants'''
 
Daniel Paradis, tax lawyer - occupybostongc@gmail.com, 617.470.5049
 
 
 
----
 
'''OccupyBoston Internal Revenue Service and Banking Structure'''
 
For Occupy Boston to open a credit union account to track donations to the general fund, and any resulting OB expenses, OB needed an Employer Identification Number, provided by the IRS. Gregory Murphy obtained an EIN in the name of OccupyBoston. OccupyBoston's IRS address is OccupyBoston P. O. Box 51162, Boston, MA 02205 .
 
For the same reason and per credit union requirements, Gregory Murphy obtained a Certificate of Business from the City of Boston. That certificate lists Gregory Murphy dba (doing business as) Occupy Boston Financial Accountability Working Group. This is a temporary measure, simply to get an account open. OB's Financial Accountability Working Group is researching different potential organizational structures for OccupyBoston, and, at some point, will make a recommendation to the GA, in the form of a proposal.
 
Also, per a mediated Agreement (signed 11/1/11) with Paul Carnes and Sydney Sherrel, Mr. Carnes signed a Withdrawal of Business Certificate for the dba Occupy Boston, filed in his name. That certificate sits in escrow with mediator David Kelston, awaiting the fulfillment of all the&nbsp; terms of the Agreement.&nbsp; FAWG contends that FAWG, Mr. Carnes and Ms. Sherrell have satisfied the terms of the Agreement and that Mr. Kelston should deliver, to FAWG, the Withdrawal of Business Certificate dba Occupy Boston. Mr. Carnes and Ms. Sherrell contend that FAWG has violated the terms of the Agreement, have secured legal counsel, and are petitioning Mr. Kelston to return the&nbsp; Withdrawal of Business Certificate dba OccupyBoston to them.&nbsp; Mr. Kelston has called for another session (tentatively) set for Monday, 11/14/11, to come to terms with the dispute.
 
Once FAWG secures the Withdrawal of Business Certificate dba OccupyBoston, it intends to file the certificate at the City Clerk's office, and then, as soon as possible, secure a new Business Certificate dba OccupyBoston, to hold and protect, in the name of OccupyBoston, and as consented to by OccupyBoston's General Assembly, on 11/3/11.
 
On 10/25/11, members of FAWG opened an account at Liberty Bay Credit Union, in the name of Occupy Boston Financial Accountability Working Group, with a total deposit of $15,819.44, which included $5 LBCU gave OB for opening the account. As of 11/10/11, FAWG is in the process of moving funds donated to the WePay General Fund (over $30,000) to LBCU Savings Account. We wil decide, the week of 11/13, whteher to move the WePay Legal Fund (over $11,000) to a second savings account at LBCU, or to a trust, administered by FAWG consulting tax counsel.
 
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<p style="text-align: center"><span style="color: #008000">'''Monthly Credit Union Statements'''</span></p><p style="text-align: center">[[10/31/11|10/31/11]]</p><p style="text-align: center">[[11/30/11|11/30/11]]</p><p style="text-align: center">[[12/31/12|12/31/12]]</p><p style="text-align: center"></p>
----
<p style="text-align: center"><span style="color: #008000">'''Occupy Boston FInancial Statements'''</span></p><p style="text-align: center">'''Profit And Loss'''</p><p style="text-align: center">[[10/31/11|October 31, 2011]]</p><p style="text-align: center">[[11/30/11|November 30, 2011]]</p><p style="text-align: center">[[12/31/11|December 31, 2011]]</p><p style="text-align: center">[[4thQ2011|4th Q, 2011]]</p><p style="text-align: center">'''Balance Sheet'''</p><p style="text-align: center">[[10/31/11 BS|October 31, 2011]]</p><p style="text-align: center">[[11/30/11 BS|November 30, 2011]]</p><p style="text-align: center">[[12/31/11 BS|December 31, 2011]]</p><p style="text-align: center"></p><p style="text-align: center"></p>
&lt;p style="text-align: center"</p&gt;
<p style="text-align: center">'''Working Group Expense'''</p><p style="text-align: center">[[10/11 WGE|October '11]]</p><p style="text-align: center">[[11/11 WGE|November '11]]</p><p style="text-align: center">[[12/11 WGE|December '11]]</p><p style="text-align: center"></p>
 
 
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<p style="text-align: center">[[FAWG Proposals (Consented)]]</p><p style="text-align: center"></p>
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<p style="text-align: center">[[Procedures for Workgroups and Individuals to Obtain Funds|Procedures for Workgroups and Individuals to Obtain Funds]]</p>
----
 
 
<p style="text-align: center">[[FAWG Background Check Procedures]]</p>
 
 
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<br/>
 
[[Strategic Action Planning]]
 
[[Category:Working groups|Financial Accountability]]<br/>

Revision as of 12:28, 7 February 2012

<parsererror>XML Parsing Error: mismatched tag. Expected: </wbr>. Location: http://wiki.occupyboston.org/index.php?title=WG/Financial_Accountability&action=edit Line Number 1, Column 6574:<sourcetext><body xmlns:x="http://excel"><p>This page is the homepage for the Financial Accountability Working Group (FAWG). Please fill this in with pertinent information and resources for newcomers. Use the Discussion tab above to start discussions.</p><p>[Note: can we delete the old page? please migrate all relevant info from <a _fcknotitle="true" href="Finance%20Specialists">Finance Specialists</a>. thank you, --<a href="User:OneKarma">OneKarma</a> 15:20, 9 November 2011 (EST)] YES - you can delete the old page. The minutes have been saved and will be reposted to this page at some point. -Lisa</p><hr/><p>Email list: <a href="mailto:ob-finance@lists.mayfirst.org">ob-finance@lists.mayfirst.org</a><br/>Join the list and view message archives at <a href="https://lists.mayfirst.org/mailman/listinfo/ob-finance">https://lists.mayfirst.org/mailman/listinfo/ob-finance</a></p><hr/><p style="text-align: center"><span style="color: #ff0000"><b>VOLUNTEER BOOKKEEPER(S) NEEDED</b> -</span> PLEASE EMAIL <a href="mailto:ob-finance@lists.mayfirst.org">ob-finance@lists.mayfirst.org</a></p><p style="text-align: center"><b>Cash Hotline - 857.417.7872</b></p><p style="text-align: center"><b>Cash email address - obwg.fundingrequest@gmail.com</b></p><p style="text-align: center"></p><hr/><p style="text-align: center"><span style="font-size: large"></span></p><hr/><p style="text-align: center"><b>FAWG Meeting  Schedule</b></p><p style="text-align: center">Monday:  6:00 PM</p><p style="text-align: center">Wednesday: 6:00 PM</p><p style="text-align: center">UDG on Summer Street, between Downtown crossing and Dewey Square</p><hr/><hr/><p><b>FAWG MInutes</b><br/><a href="11/14/11">11/14/11</a>                    10/26/11</p><p><a href="11/09/11">11/09/11</a>                    <a href="10/24/11">10/24/11</a></p><p><a href="11/07/11">11/07/11</a>                    <a href="10/19/11">10/19/11</a></p><p><a href="11/3/11">11/3/11 </a>                     <a href="10/15/11">10/15/11</a></p><p>                                  <a href="10/14/11">10/14/11</a></p><p></p><hr/><p><span style="font-size: medium"><b>Current Financial Accountability Working Group Members</b></span></p><p>Jorge Alvarez  (Facilitation, Non-violence, Radio)</p><p>B (Food)</p><p>Linda Jenkins, occupylinda @ gmail.com</p><p>Glen Kinnock</p><p>Matthew Krawitz (IT), OB-FAWG AT theherbalcurrent.com                      (Credit Union Account Signer)</p><p>K. Eric Martin (Logistics), 857-236-2734, occupyeric@gmail.com</p><p>Gregory Murphy (Facilitation) 617-413-6472, gsjmurphy @ gmail.com    (Credit Union Account Signer)</p><p>Michael Petit</p><p>Rita Sebastian (Info)</p><p></p><p><br/><b>Current Financial Accountability Working Group Consultants</b></p><p>Daniel Paradis, tax lawyer - occupybostongc@gmail.com, 617.470.5049</p><p></p><hr/><p><b>OccupyBoston Internal Revenue Service and Banking Structure</b></p><p>For Occupy Boston to open a credit union account to track donations to the general fund, and any resulting OB expenses, OB needed an Employer Identification Number, provided by the IRS. Gregory Murphy obtained an EIN in the name of OccupyBoston. OccupyBoston's IRS address is OccupyBoston P. O. Box 51162, Boston, MA 02205 .</p><p>For the same reason and per credit union requirements, Gregory Murphy obtained a Certificate of Business from the City of Boston. That certificate lists Gregory Murphy dba (doing business as) Occupy Boston Financial Accountability Working Group. This is a temporary measure, simply to get an account open. OB's Financial Accountability Working Group is researching different potential organizational structures for OccupyBoston, and, at some point, will make a recommendation to the GA, in the form of a proposal.</p><p>Also, per a mediated Agreement (signed 11/1/11) with Paul Carnes and Sydney Sherrel, Mr. Carnes signed a Withdrawal of Business Certificate for the dba Occupy Boston, filed in his name. That certificate sits in escrow with mediator David Kelston, awaiting the fulfillment of all the  terms of the Agreement.  FAWG contends that FAWG, Mr. Carnes and Ms. Sherrell have satisfied the terms of the Agreement and that Mr. Kelston should deliver, to FAWG, the Withdrawal of Business Certificate dba Occupy Boston. Mr. Carnes and Ms. Sherrell contend that FAWG has violated the terms of the Agreement, have secured legal counsel, and are petitioning Mr. Kelston to return the  Withdrawal of Business Certificate dba OccupyBoston to them.  Mr. Kelston has called for another session (tentatively) set for Monday, 11/14/11, to come to terms with the dispute.</p><p>Once FAWG secures the Withdrawal of Business Certificate dba OccupyBoston, it intends to file the certificate at the City Clerk's office, and then, as soon as possible, secure a new Business Certificate dba OccupyBoston, to hold and protect, in the name of OccupyBoston, and as consented to by OccupyBoston's General Assembly, on 11/3/11.</p><p>On 10/25/11, members of FAWG opened an account at Liberty Bay Credit Union, in the name of Occupy Boston Financial Accountability Working Group, with a total deposit of $15,819.44, which included $5 LBCU gave OB for opening the account. As of 11/10/11, FAWG is in the process of moving funds donated to the WePay General Fund (over $30,000) to LBCU Savings Account. We wil decide, the week of 11/13, whteher to move the WePay Legal Fund (over $11,000) to a second savings account at LBCU, or to a trust, administered by FAWG consulting tax counsel.</p><hr/><hr/><p style="text-align: center"><span style="color: #008000"><b>FInancial Presentations to GA</b></span></p><p style="text-align: center;"><b></b><a href="http://www.slideshare.net/Occupy_Boston/occupy-boston-financial-report-09302011-01212012" target="_blank">http://www.slideshare.net/Occu<wbr>py_Boston/occupy-boston-financ<wbr>ial-report-09302011-01212012</a><br/></p><hr/><p style="text-align: center;"><span style="color: rgb(0, 128, 0);"><b><br/>Monthly Credit Union Statements</b></span></p><p style="text-align: center"><a href="10/31/11">10/31/11</a></p><p style="text-align: center"><a href="11/30/11">11/30/11</a></p><p style="text-align: center"><a href="12/31/12">12/31/12</a></p><p style="text-align: center"></p><hr/><p style="text-align: center"><span style="color: #008000"><b>Occupy Boston FInancial Statements</b></span></p><p style="text-align: center"><b>Profit And Loss</b></p><p style="text-align: center"><a href="10/31/11">October 31, 2011</a></p><p style="text-align: center"><a href="11/30/11">November 30, 2011</a></p><p style="text-align: center"><a href="12/31/11">December 31, 2011</a></p><p style="text-align: center"><a href="4thQ2011">4th Q, 2011</a></p><p style="text-align: center"><b>Balance Sheet</b></p><p style="text-align: center"><a href="10/31/11%20BS">October 31, 2011</a></p><p style="text-align: center"><a href="11/30/11%20BS">November 30, 2011</a></p><p style="text-align: center"><a href="12/31/11%20BS">December 31, 2011</a></p><p style="text-align: center"></p><p style="text-align: center"></p><p></p><p style="text-align: center"><b>Working Group Expense</b></p><p style="text-align: center"><a href="10/11%20WGE">October '11</a></p><p style="text-align: center"><a href="11/11%20WGE">November '11</a></p><p style="text-align: center"><a href="12/11%20WGE">December '11</a></p><p style="text-align: center"></p><p></p><hr/><p style="text-align: center"><a _fcknotitle="true" href="FAWG%20Proposals%20%28Consented%29">FAWG Proposals (Consented)</a></p><p style="text-align: center"></p><hr/><p style="text-align: center"><a href="Procedures%20for%20Workgroups%20and%20Individuals%20to%20Obtain%20Funds">Procedures for Workgroups and Individuals to Obtain Funds</a></p><hr/><p></p><p style="text-align: center"><a _fcknotitle="true" href="FAWG%20Background%20Check%20Procedures">FAWG Background Check Procedures</a></p><p></p><hr/><p></p><p><a _fcknotitle="true" href="Strategic%20Action%20Planning">Strategic Action Planning</a></p><p><span class="fck_mw_category" sort="Financial Accountability">Working groups</span> <br/> </p></body> 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