[Community Rights Network] Banking issues

Robin Leler robin at leler.com
Mon Apr 21 11:17:47 PDT 2014


Whoops, Karinna,
You sent this email to wrong Robin.  You wanted Robin Sunbeam.
Regards,

Robin Leler


On Mon, Apr 21, 2014 at 9:58 AM, karinajoy <karinacotler at gmail.com> wrote:

> Thank you Robin! I will call you soon. We are lucky to have an experienced
> player on the team.
>
> I am not volunteering to be the treasurer. I am only willing to do what
> needs to get done now until we find a treasurer. But I am NOT willing to
> end up being treasurer just because someone doesn't step up. So if we want
> this process to move forward, we NEED a treasurer. Dirk and I were
> treasurer for CROW, but Dirk has dropped out and the job is too big for me
> at this time.
>
> I will talk to Robin before calling Shannon and Prajna, who has been thru
> this process in California.
>
> Will keep you all informed.
> Karina
>
>
> On Apr 20, 2014, at 11:46 PM, bodhirobin at pacific.net wrote:
>
> > To Karina, Michael Dean, Kelly and Linda,
> >
> > We didn't elect any of the point people; they were all volunteers.
>  Michael Dean volunteered to manage the money and be the point person.
> >
> > I have been treasurer of several organizations and am very familiar with
> the FPPC forms.  I collaborated with Michael who got the ball rolling.  But
> he ran into a couple of obstacles, and needed a co-treasurer.  I am too
> involved in my campaign for office to take that responsibility, but I am
> willing to consult.
> >
> > CRN-MC needs to open a bank account in order to file the initial form
> 410.  Once the organization receives $1000, it becomes "qualified" and must
> file the form 410.  All "in-kind" donations are included to become
> "qualified."  Once the 410 is filed, the FPPC will issue us a number.
> >
> > That number will be used on all subsequent forms filed with the FPPC.
>  The form 460 is filed quarterly, January 31, April 30, July 31, October 31.
> >
> > I advise that it is foolish to avoid filing forms with the FPPC.  We
> will need more than $1000 to promote and run our ordinance.  Don't play
> games with the law.
> >
> > I can provide all the forms in fillable PDF's and advise on how to do
> it.  Michael told me that Karina is taking over the Treasurer job and she
> has everything in hand.  From all the questions that I just read in the
> list-serve, Karina doesn't have everything in hand.  Please phone me to
> consult on the details of what forms to file when, and exactly what is to
> be claimed and how.  707-467-3934.
> >
> > In my opinion, the role of treasurer should be held by someone who knows
> how to keep books.  Who knows how to use Quicken or Quickbooks?  That's who
> should be treasurer.  Some treasurers Xerox every check before depositing,
> but I record the name and address of every donor in the electronic
> register.  That way I can easily print out a report in PDF of all donors so
> we can send them all thank you notes.  Only donors that give a minimum of
> $100 per YEAR need to be listed separately.  If someone pledges $50/mo,
> they will have to be listed in the details of 460.
> >
> > Michael told me yesterday that our treasury had about $175 in it.  I
> wasn't listening carefully, so I didn't her the exact amount.  I was mainly
> seeking a ballpark estimate.
> >
> > I gave the reference from our $1000 donor to Doug McKenty to call and
> make the arrangements since the donor wanted to earmark it for lawn signs,
> or advertizing in general, and Doug is the point person on that Team.
> Whether the donor purchases the lawn signs directly and gives them to us,
> or whether he gives us the $$ and we purchase them ourselves, we still must
> claim both cash and in-kind donations on the form 460.
> >
> > In Peace, Robin
> >
> >
> > _______________________________________________
> > crn mailing list
> > crn at lists.mcn.org
> > http://lists.mcn.org/mailman/options/crn
>
>
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