Marcin: /* Protocol */

2015-02-20T18:58:37Z

Protocol

← Older revision		Revision as of 18:58, 20 February 2015
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	[https://docs.google.com/a/opensourceecology.org/spreadsheets/d/1lVvq36LiF8SSIzGh3hFwOHIv3IVxA7KKhwBgrN-xAec/edit#gid=0 edit]		[https://docs.google.com/a/opensourceecology.org/spreadsheets/d/1lVvq36LiF8SSIzGh3hFwOHIv3IVxA7KKhwBgrN-xAec/edit#gid=0 edit]

	~~=Protocol=~~

	~~It took 2 hr 40 min to set up spreadsheet template and fill it out from bank statements, minus the infographic below.~~

	~~#Download all statements from Bank of America.~~
	~~#Fill out Column I and P in above spreadsheet for the Monthly Revenue and Spending using the cover page of monthly BofA statement~~
	~~#Look through revenue - should have a quick breakdown of donations, speaker fees, workshop revenues, etc. Use other for refunds or unfamiliar entries.~~
	~~#Look through details of spending to detect overhead costs (quick scan for utilities, phone, internet, water electricity, insurance, web hosting, domain registrations, etc).~~
	~~#To balance revenue, use a formula in column H to subtract total revenue from known revenues~~
	~~#To balance costs, use a formula in column J to make Prototyping + Infrastructure any spending that is not salary, travel, fuel, or overhead.~~
	~~#Look at Eventbrite and total the workshops revenue + spring break revenue~~
	~~#Look at PayPal to determine the total money received in first and last month, and average that to derive an annual revenue~~

	Annual Report Infographic Base:		Annual Report Infographic Base:

Marcin: Created page with "=Introduction= The Annual Budget Report is a summary of the actual spending and revenue of OSE, verified with bank account statements. Use this template as an example:
2015-02-20T18:58:05Z

Created page with "=Introduction= The Annual Budget Report is a summary of the actual spending and revenue of OSE, verified with bank account statements. Use this template as an example: <html..."

New page
=Introduction=
The Annual Budget Report is a summary of the actual spending and revenue of OSE, verified with bank account statements.

Use this template as an example:

<html><iframe src="https://docs.google.com/spreadsheets/d/1lVvq36LiF8SSIzGh3hFwOHIv3IVxA7KKhwBgrN-xAec/pubhtml?widget=true&headers=false" width="1200" height="450"></iframe></html>

[https://docs.google.com/a/opensourceecology.org/spreadsheets/d/1lVvq36LiF8SSIzGh3hFwOHIv3IVxA7KKhwBgrN-xAec/edit#gid=0 edit]

=Protocol=

It took 2 hr 40 min to set up spreadsheet template and fill it out from bank statements, minus the infographic below.

#Download all statements from Bank of America.
#Fill out Column I and P in above spreadsheet for the Monthly Revenue and Spending using the cover page of monthly BofA statement
#Look through revenue - should have a quick breakdown of donations, speaker fees, workshop revenues, etc. Use other for refunds or unfamiliar entries.
#Look through details of spending to detect overhead costs (quick scan for utilities, phone, internet, water electricity, insurance, web hosting, domain registrations, etc).
#To balance revenue, use a formula in column H to subtract total revenue from known revenues
#To balance costs, use a formula in column J to make Prototyping + Infrastructure any spending that is not salary, travel, fuel, or overhead.
#Look at Eventbrite and total the workshops revenue + spring break revenue
#Look at PayPal to determine the total money received in first and last month, and average that to derive an annual revenue

Annual Report Infographic Base:

<html><iframe width="600" height="371" seamless frameborder="0" scrolling="no" src="https://docs.google.com/spreadsheets/d/1lVvq36LiF8SSIzGh3hFwOHIv3IVxA7KKhwBgrN-xAec/pubchart?oid=1270640998&format=image"></iframe>

<iframe width="595" height="341" seamless frameborder="0" scrolling="no" src="https://docs.google.com/spreadsheets/d/1lVvq36LiF8SSIzGh3hFwOHIv3IVxA7KKhwBgrN-xAec/pubchart?oid=888971&format=image"></iframe></html>