DOCSLIB.ORG

Farm 990-PF ~- Return of Private Foundation

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Farm 990-PF ~- Return of Private Foundation ,- OMB No 15450057 Farm 990-PF ~- Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust ~ DepertmenlofVieTwuy Treated as a Private Foundation 2 0 02 Intermit arime seM. Note The orgarozetron may be able to use e copy of this rstum to satisfy state mportrng /eqwrements For calendar year 2002, or tax year beg inning , and ending G Check all that app ly 0 Initial return E] Final return Amended return 0 Address than e Name chang e Name organization A Employer Identillcation number Use the IRS of label otherwise, LEVI STRAUSS FOUNDATION 94-6064702 print Numwrenaavmt(orPOmxn moeritmail unot dowel roSvmtmerw) FbaMsuite BTelephone numoer or type 1155 BATTERY STREET LEVI PLAZA ( 415 ) 501-6579 See Specific City or town state, and ZIP code C it aomocon moli~~eon i" Wamo ueok nee Instructions AN FRANCISCO CA 94111-1230 D t Foreign organizations check here P Foreign oqenizeuon& meeting me esx wt H Check type of organization ~X Section 501(c)(3) exempt p mate taundation cfivi hpra and atlech computation OSecUon4947(a)(1)nonexemptchantabletrust E::) Other taxable private foundation E Iiprivate foundation status wasterminated I Fair marked value of all assets at end of year J Accounting method = Cash 0 Accrual under section 507(b)(1)(A), check here (from Pat 11, cot (c), line 16) D Other (Specify) F It the foundation is in a 6o-month termination 00.$ 70 , 472 , 158 . (Pa71, column (d2 must be on cash basis) under section 507 b 1 B , check here part ( Analysis of Revenue and Expenses (h) Net investment (c) Adjusted net (d) oisnuroam,n (Rio tool of emainb in columns (b) (c). and (C) my not (a) Revenue and br HiNlmie purpoaes n~wn ~ ~,e rom , w,~ (a ) expenses per hooks income Income (m,h ,m, ,y) 1 Contributions, pelts, grants, etc received " "dQ A cnecYjil Menlwnmemsnotrmartamlmdi5rlie ' 2 Distributions from splil-interest trusts ` 3 interest °""°'"°°'°"' 45 r 665 . 45 665 . `PATLMENT,,2 e Dividends and interest from securities 2 , 873 , 715 . 2 , 873 , 715 . '.I'A'PEMEN'J.' .3 . 5a Grass rents h (NotmW IMartwor0os.1 I odiiii, =0 6a,",~;o"°`0°'~""""'°' " °<31 902 r 642 . > TATEMENT'1~ o GmnselnpncebrYl sada,to .)in. 6. 1-8-2 , 24-1 , 922 . L Q 7 capital an ma m.. (hum Pert N Ilno 21 B NelshoR-lermcapital gain 9 Income modifications Joe Gross Wefoods nNms and Ylwencn b Las Cmt of qoada wia 10 Q s Gross profit or (loss) ` U 11 Other income 12 Total nddlines 1 through it <983 , 262 . > 2 , 919 , 380 . 13 CompamvGOnotolfiars,artecmn wsten em 0 . 0 14 Other employee salaries and wages 15 Pension Plans, employee benefits N w 16a Legal tees m hAccounting tees STMT 4 28 , 400 . 14 1` 200 . 14 , 200 . w" e Other professional tees STMT 5 874 362 . 285" 50-6 . 588 856 . 17 Interest 2 18 Taxes STMT 6 21 , 525 . 0 . 10 . 19 Depreciation anddepletion E 20 Occupancy , 'a 21 iravel,conferences andmeetings 27,706 . 0 . 27 , 706 . 22 Printing and publicabans 23 Other expenses STMT 7 162 455 . 0 . 162 455 . m 24 Total operating and administrative n expenses Add lines 13 through 23 1,114,448 .1 299,706 . 793,227 . 0 25 Contributions. lids. grants paid $1 10,611,264 9, 830, 146 . 26 Total expenses and disbursements Add lines 24 and 25 11 7250 7127 2 2-9-9,70-6 . 10,623,373 . investmentstagractof ollinenot 26 from line 12 soc,oonsfts and oniMmannitinft0) 0774-_~211 1 > _rbca 1 income ofmf;aiu~o, anw-o_)) . 619. 674. NetAdjuu t nCoMe (it nagotinii antor -G-)) N/A 22W01 01-23 M LKA For Paperwork Reduction Act Note, see the Instructions Forth B90-PF (2002) 1 11360512 758661 49284 2002 .05000 LEVI STRAUSS FOUNDATION 49284-1\(:t I, Form 990-PF(20o2) LW STRAUSS FOUNDATIO 64702 Paoe2 ano,maunsnesosnvem of ~ n Balance Sheets 4°°'°i yh°'ks Mw shalaoe luen6ot ry ~rris mty Book Value ~ (s) Fair Market Value 1 Cash -non-intereshbearing 10,841 . 600,84 2 Savings and temporary cash investments 3 Accounts recervablet 209,459 Less allowance for doubtful accounts 56 .758 459 .1 209 .459 . 4 Pledges receivable 1 Less allowance for doubtful accounts 5 Grants receivable 6 Recervables due tram officers, directors, trustees and other disqualified persons 7 omunmsmaimrsmrlwoe less allowance loT doubtful accounts 0' 8 Inventories tar sale or use 9 Prepaid expenses and deterred charges Joe Investments -U S and state government obligations It Investments - corporate stock C Investments-corporate bonds 11 trnasms-waouuanpsanaew~omencous ~mm~~eenv~dm 1 12 Investments -mortgage loans 13 Investments-other STMT 8 14 Land, buildings, and equipment basis ~ lssaurtunranm~eoaem 15 Other assets (descnba~- STATEMENT 9 741,095 .1 70,472,158 .1 70,472,15 17 Accounts payable and accrued expenses 18 Grants payable d 19 Deferred revenue 20 Loenahomolficeradl~ponWStensenCONerdISpudIflaEpssona W 21 Mortgages and other notes payable '' 22 Other liabilities (describe " STATEMENT 10 Organ lzatlans that to llow SFAS 717, check here W L1LJ complete 24 through 26 and lines 30 and 31 a and lines 24 Unrestricted 87 .390,759 .1 67,791,864 . .9 25 Temporarily restincted in 26 Permanently restricted Organizations that do not follow SFAS 117, shook here 10' D and complete lines 27 through 37 27 Capital stock. trust principal, or current funds 00 28 Paid-in or capital surplus, or land, bldg , and equipment fund 29 Retained earnings, accumulated income, endowment, or other funds 30 Total net asset or fund balances 131 Total liabilities andnetassetsttundbalances 1 90,741,095 .E 70,472,158 .E Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year- Part II, column (a), line 30 (must agree with enC-of-yearfigure reported onprior yearsrelum) 1 87 390,759 . 2 Enter amount from Part1,line 27a 2 <12,708 , 974 .> 3 Other increases not included in line 2 (itemize) 10, 3 0 4 Add fines l,2,anC3 4 X4,681,785 . 5 Decreases notincluded inline 2(itemize) " UNREALIZED LOSS ON INVESTMENTS 5 6 , 889 , 921 . 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (6), line 30 6 6-7 , 7 9 1 , 86 4 . Fmm 980-PF Rom) uasn 01 _23-03 2 11360512 758661 49284 2002 .05000 LEVI STRAUSS FOUNDATION 492841 64702 (a) List and describe the kind(s) of property said (e p , real estate (c) Date acquired I (d) Date sold 2-story brick warehouse or common stock, 200 shs MLC Co ) (mo , day, yr ) (ma day, yr :E STATEMENT C (h) (e) Gross sales pots (0 Depreciation allowed (g) Cost or other basis Gam or (loss) (or allowable) plus expense of sale (e) plus (f) minus (g) 182 .241 .922 . 186,144,5 <3 ;omplete only for assets showing gain in column (h) and owned by the foundation on 11131169 (I) Gains (Got (h) gain minus (k), bud less than or (1) Adjusted basis (k) Excess of cal (i) col not -0-) I F M V as at 12/31/69 as of 12/31/G9 over col (p, d any Losses (iromcal (h)) <3 .9( .> ~ It ain, also enter in Part I, line 7 i 2 Capital pain net income or (net capital loss) I floss), enter-0- in Part I, line 7 ~ <3 3 Net short-term capital pain or (loss) as deUneO in sections 1222(5) and (6) If gain, also enter in Part I, line 8, column (c) If llossl. enter -0- in Part I. line 8 (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income ) If section 4940(d)(2) applies, leave this part blank Was the organization liable for the section 4942 tax on the distnbutable amount of any year in the base period) 0 Yes EK No It 'Yes.' the organization does not quality under section 49401e1 Do not complete this part 1 Enter the appropriate amount in each column for each year, see instructions before making any entries a Base period years falnndar vnar lnr tax vnar hnninninn inl Adjusted qualifying distributions ~ Net value of nanchalmable-use assets 9 r 231' .1319961 8 , 457 . .1413194 7 408 . .1506981 5 , 75-0 . .1313994 2 Tote l of line 1, column (d) 2 .6936621 3 Average distribution ratio for the 5-year base period -divide the total on line 2 by 5 or by lie number of years the foundation has been in existence if less than 5 years s .1387324 4 Enter the oat value of nancharrtable-use assets for 2002 from Part %, line 5 4 80,195 r 699 . 5 Multiply line 4 by line 3 5 11 125 742 . 6 Enter 1% of net investment income (1 %, of Part I, line 27b) s 26 , 197 . 7 Add lines 5 and 6 11 .151,939 . 8 Enter qualifying distributions from Part XII, line 4 I 8 I 10,623,37 If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1 I lax rate Sae the Part V) instructions 229521A1 23-07 c,m, 990-PF (2om) 3 11360512 758661 49284 2002 .05000 LEVI STRAUSS FOUNDATION 492841 1064702 Page 4 on linvescmeni income taecuon vaquiai, 4vquio), qaMei, or qayo - see instructions) 1 a Exempt operating foundations described in section 4940(d)(2), check here " U and enteron ; Date of ruling latter (attach copy of ruling letter II necessary-see Instruction'in:)' .
Load more

Recommended publications
  • Spring 2020 Nonprofit
    2020 SPRING CUSTOMER SUCCESS REPORT NONPROFIT CRM SOFTWARE CATEGORY NONPROFIT CRM SOFTWARE OVERVIEW Nonprofit CRM software is designed to manage the relationship between nonprofit organizations and constituents like members, volunteers, and donors. The solution enables organizations to attract and employ members who can provide financial support or do volunteer work. It can be utilized for outreach, PR, marketing, and fundraising efforts. Nonprofit CRM software integrates with accounting, payment, grant management, fundraising, marketing, and sales solutions. It provides functionalities to create, track, and manage marketing campaigns. The platform also includes lead management tools to perform marketing activities. Nonprofit CRM applications present online portals for donors and members to register for events, create and handle profiles, and make donations. 2 Customer Success Report Ranking Methodology The FeaturedCustomers Customer Success ranking is based on data from our customer reference Customer Success Report platform, market presence, web presence, & social Award Levels presence as well as additional data aggregated from online sources and media properties. Our ranking engine applies an algorithm to all data collected to calculate the final Customer Success Report rankings. The overall Customer Success ranking is a weighted average based on 3 parts: Market Leader Content Score is affected by: Vendor on FeaturedCustomers.com with 1. Total # of vendor generated customer substantial customer base & market share. references (case studies, success stories, Leaders have the highest ratio of customer testimonials, and customer videos) success content, content quality score, and social media presence relative to company size. 2. Customer reference rating score 3. Year-over-year change in amount of customer references on FeaturedCustomers platform 4.
    [Show full text]
  • UNCHARTED TERRITORY the Coronavirus Pandemic Presents New and Complex Challenges to Nonprofits Special Report: New Challenges for Nonprofits
    A supplement to accountingtoday UNCHARTED TERRITORY The coronavirus pandemic presents new and complex challenges to nonprofits Special Report: New challenges for nonprofits expand their mission.” ‘Uncharted territory’ There are many elements that come into play when it comes to nonprofit funding. And while there’s no one- size-fits-all formula, a nonprofit’s size and mission are Already facing serious challenges, nonprofits now find themselves struggling certainly major factors. even more in the coronavirus era As the National Council of Nonprofits noted in its 2019 “Nonprofit Impact Matters” report, “Small to midsized By Antoinette Alexander nonprofits tend to rely more heavily on donations from individuals and grants from foundations, as do nonprofits Operating a nonprofit is not easy. Fundraising issues, transparency and greater accountability from donors has focused on the arts, culture and humanities, as well as limited staffing, and lack of resources are just a few of further raised the stakes. those focused on the environment or animals.” the challenges that have long plagued the sector. Now, In fact, the 2019 “Nonprofit Outlook Survey Report,” On the other hand, “Hospitals, other health care throw into the mix the COVID-19 global pandemic, sponsored by Top 100 Firm Wipfli, found that 25.5 entities, and education institutions — all of which tend to leaving in its wake alarming devastation and uncertainty. percent of survey respondents ranked fundraising/ be larger — receive more in private payments for Given this, today’s nonprofits are facing a perfect storm funding as the top challenge for their organization. This services. And nonprofits providing human services and of epic proportions, and the role accountants can play in was followed by recruitment/workforce at 22.2 percent.
    [Show full text]
  • Synod Administrative Software
    Synod Administrative Software Features Company Founded in 1978 Ministries Currently Using: • Membership Management 50,000+ ACS Technologies • Financial Management 800-736-7425 • Contributions • Event Management • Attendance Management • Payroll • Smart Phone Access • Online Giving • School Administration Connecting the right people with the right information is what church software is all about. That is what we do best, and that’s why more churches trust us than any other church software company. For over 30 years, ACS Technologies has provided industry-leading church management software. Via desktop, Web, and mobile applications, we deliver the most robust and integrated church management solutions to nearly 50,000 churches. Connecting your community is our top priority. - ACS website Features Company Founded in 1981 Ministries Currently Using: • Membership Management 1,000 + Blackbaud Raiser's • Financial Management • Contributions Edge 800-443-9441 • Event Management • Fundraising • Online Giving To succeed in fulfilling your mission, there are hundreds of things you need to do. You have to build lifelong relationships with donors; demonstrate increased accountability; diversify your fundraising methods; stand out from the competition; raise more money; and decrease costs. Luckily, those are just the type of things The Raiser’s Edge can help you accomplish. - Blackbaud Raiser's Edge website Features Company Founded in 1992 Ministries Currently Using: Icon Systems • Membership Management 3,000 + IconCMO+ • Financial Management 1-800-596-4266 • Contributions • Payroll • Online Giving IconCMO+ pulls together meaningful data from churches and then presents it in a statistical format for use at the regional or district level. This allows you to accurately track and forecast revenue and expenses; develop a quick snapshot of the health of your organization; assess critical information such as number of active members, number of new marriages, baptisms and confirmations, average giving per weekend and much more.
    [Show full text]
  • FINANCIAL/ACCOUNTING SOFTWARE Deciding If You Need Enterprise Accounting Software
    SpecialReport_Layout 1 12/16/15 11:44 AM Page 1 HE ON ROFIT IMES TM TThe Leading Business PublicationN For Nonprofit ManagementP • www.thenonprofittimes.com •T $6.00 U.S. January 1, 2016 SPECIAL REPORT: FINANCIAL/ACCOUNTING SOFTWARE Deciding If You Need Enterprise Accounting Software BY CHRIS BERNARD up across the accounting landscape. These lightweight accounting. True double-entry accounting -- a method ore than two decades have passed since tools, which include Wave, FreshBooks, and Zoho of entering data twice to show both where funds come the first widely accessible accounting soft- Books among others, are often a step up from Quick- from and their effect on the bottom line -- is not being ware made it easier for nonprofit financial Books, but can’t compete feature-to-feature with the done. What is being done is more akin to bookkeeping, managers and small business owners to more-enterprise level solutions such as those provided he said, simply tracking where money is being spent M by Abila, AccuFund, Blackbaud, Intacct or NetSuite and and keeping on top of bank balances and bills. balance the books. Today, accounting software is more powerful -- and in many cases, more user-friendly -- and others. Smaller nonprofits might not actually need all The lightweight tools on the market are sufficient for the market is more competitive due to a wide array of the power of the higher-end tools. There are trade-offs this task. The tools don’t require a lot of accounting ex- new options and features. to sticking with the simpler solutions that all nonprofit pertise or experience.
    [Show full text]
  • Thenonprofittimestm
    •September 1 2014 NPT_Layout 1 8/20/14 1:49 PM Page 1 Special Report on Donor ManagementPages 17-21 HE ON ROFIT IMESSystems TM TThe Leading Business PublicationN For Nonprofit ManagementP • www.thenonprofittimes.com •T $6.00 U.S. September 1, 2014 Jimmy Fallon and guests take the ALS Ice Bucket Challenge on The Tonight A Seat At The Table Show Nonprofits spend $44 million on lobbying despite D.C. stalemate BY MARK HRYWNA “During the current war in Israel, the illiam Daroff campaigned vast majority of my time is focused on door-to-door for a candi- that component as it relates to interac- date running for local tions with the president and Congress council when he was just 7 as well as communicating with con- W stituencies, local federations, news AY OOL years old. Fast forward 40 years. Daroff W C ! continues to work impacting the demo- media and the like,” said Daroff. “We’re An ‘icy’ reception by donors heated cratic process, this time as senior vice very engaged and work closely with president for public policy at The Jewish AIPAC [The American Israel Public Af- up dollars and awareness for ALS Federations of North America (JFNA). fairs Committee] and other Jewish As director of JFNA’s office in Wash-groups,” he said, as well as on issues re- ington , D.C., Daroff oversees a staff of lating to Medicaid policy, Jewish social BY MARK HRYWNA largest viral campaign for a charity since 17 -- including six registered lobbyists -- service agencies, hospitals, and nursing ou Gehrig’s Disease probably Invisible Children’s #Kony2012, the who work on issues ranging from agencies.
    [Show full text]
  • Chart of Accounts Template
    Chart of Accounts for a Church Source: www.freechurchaccounting.com A chart of accounts typically lists your balance sheet accounts first: ASSETS WHAT YOU OWN LIABILITES WHAT YOU OWE EQUITY NET ASSETS Then it lists your Statement of Activity (Income Statement) accounts: INCOME MONEY YOU GET EXPENSES MONEY YOU SPEND A chart of accounts in a list of your particular church or nonprofit's account and account numbers. Even though each organization's chart of accounts is unique, most nonprofit and churches use a universal numbering system to avoid confusion for your staff, bookkeepers, accountants, and financial institutions. Standard Numbering Convention: 1000'S ASSETS 2000'S LIABILITIES 3000'S EQUITY 4000'S INCOME 5000 or 6000+ EXPENSES Account numbers are often five or more digits in length with each digit representing a division of the company, the department, the type of account, etc. The account numbers are usually 5 or more digits, so we can break out that main category of numbers into more detailed groups. Note: if you did an internet search on chart of accounts (COA) numbering...you would find the basic number system above...but when you start drilling it down...you will see a variety of numbering systems. All will appear in the same order (eg: ASSETS: Cash, Undeposited Funds, Receivables, Current Assets, Fixed Assets, etc.) BUT the number grouping will be different, so just remember you can use any numbering system you deem appropriate. Just use the main number used universally and using the remaining digits consistently. For example:
    [Show full text]
  • Summer 2019 Nonprofit
    2019 SUMMER CUSTOMER SUCCESS REPORT NONPROFIT CRM SOFTWARE CATEGORY NONPROFIT CRM SOFTWARE OVERVIEW Nonprofit CRM software is designed to manage the relationship between nonprofit organizations and constituents like members, volunteers, and donors. The solution enables organizations to attract and employ members who can provide financial support or do volunteer work. It can be utilized for outreach, PR, marketing, and fundraising efforts. Managers leverage nonprofit CRM to monitor the effectiveness of their marketing campaigns and to estimate the performance of their members in activities such as fundraising, event management, etc. Nonprofit CRM software integrates with accounting, payment, grant management, fundraising, marketing, and sales solutions. It provides functionalities to create, track, and manage, marketing campaigns. The platform also includes lead management tools to perform marketing activities. 2 Customer Success Report Ranking Methodology The FeaturedCustomers Customer Success ranking is based on data from our customer reference Customer Success Report platform, market presence, web presence, & social Award Levels presence as well as additional data aggregated from online sources and media properties. Our ranking engine applies an algorithm to all data collected to calculate the final Customer Success Report rankings. The overall Customer Success ranking is a weighted average based on 3 parts: Market Leader Content Score is affected by: Vendor on FeaturedCustomers.com with 1. Total # of vendor generated customer substantial customer base & market share. references (case studies, success stories, Leaders have the highest ratio of customer testimonials, and customer videos) success content, content quality score, and social media presence relative to company size. 2. Customer reference rating score 3. Year-over-year change in amount of customer references on FeaturedCustomers platform 4.
    [Show full text]
  • ACCOUNTING SOFTWARE Vars’ View: 5 Reasons Accounting Software Installations Fail
    1-1-15_SR_AccountingSoftware_Layout 1 12/18/14 2:04 PM Page 1 NPT SPECIAL REPORT: ACCOUNTING SOFTWARE VARs’ View: 5 Reasons Accounting Software Installations Fail BY TED NEEDLEMAN Mateo, Calif., was just one of the vendors to point out about a month, had things running smoothly. e’ll deal with it when we have to” a primary reason an installation can fail: “The non- The lesson, according to Geilhufe, is to ensure you are eight words that no consult- profit can’t fully articulate what it needs from and have the right people, process, and expectations in ant or value added reseller (VAR) what is important in an accounting system. Executives place. “Include non-finance stakeholders in the ac- of accounting software ever struggle to ask the right questions about what the counting software decision and implementation “W nonprofit requires.” process to ensure that finance isn’t isolated from the wants to hear. But that was exactly the reaction that Lyndy Januszewski, a managing consultant at Sikitch Sometimes, the wrong questions, or no questions rest of your organization. Have one or more senior ex- LLP, a Microsoft Dynamics VAR in Napierville, Ill., kept at all, are a result of the wrong people being involved ecutives act as evangelists for the new accounting sys- hearing from a client. in the specification of implementation process. tem to demonstrate management commitment to the Januszewski’s client, a nonprofit healthcare organi- Joanne “Jo” Schneberger, a professional services con- implementation,” he said. zation with several separate legal entities, was in the sultant for Abila Software in Austin, Texas, noted that “Do establish an executive steering committee, process of implementing Microsoft Dynamics GP so having the right people in the process, and making which meets regularly, and which is in charge of the that the parent organization and its independently- sure that those people are qualified to make the deci- implementation.
    [Show full text]
  • Customer Satisfaction in Non-Profit Organizations
    Customer Satisfaction In Non-Profit Organizations Ocreate Mel validate: he hastens his wigs uncertainly and distractively. Walter never indwelling any rapid devoicing ironically, is Valentine uncapsizable and tussive enough? Crescent Gonzalo zigzags no churchyards enamels balletically after Ham hiring sagaciously, quite swimmable. Some customers in customer organizations, business and location on In depth survey, preventing the chaos caused by multiple users editing an email. Strategic planning can only always done specify the backing of mere data. Sets DOMReady to effort and assigns a ready function to settings. And sale an organization has laid people, and equipping your customers, collect keep the hour you alive for your NPO. Understanding if your constituents are having experiences that shot them since good children their core to engage with your mission and, agree have subject as to gauge or measure their perceived value after the organization. This little of shell research project provides information about teacher evaluation systems, donor receipts and reporting functionalities within this suite. Key features include constituent management, turnover impacts not violate those choosing to caution the organization but lost those left leg, then some must suppose them emotionally. Digital marketing offers many different ways to reach your audience, how innocent people you helped, Inc. NOT JUST making WE LIVE. Many employees, SEM, and using other sources of luxury to ensure after we are not too inward when our planning efforts. To be assured that information about their donations is handled with respect and with confidentiality to conceal extent provided cause the law. Increased Jobs Measure trust in lifetime earning for residents of jurisdiction.
    [Show full text]
  • Board Agenda Item Staff Report
    Inverness Public Utility District Board Agenda Item Staff Report Subject: Fund Accounting Software to replace QuickBooks Meeting Date: June 23, 2021 Date Prepared: June 21, 2021 Prepared by: Shelley Redding, Administrator Attachments: Bid proposals from 3 Accounting Software companies and one information sheet from another provider who staff is trying to contact. =========================================================================== Recommended Action: Provide direction to staff on the preferred Fund Accounting Software =========================================================================== Currently, the District uses a desktop version of Intuit QuickBooks bookkeeping software. While this software is adequate for basic bookkeeping functions, it has become apparent that QuickBooks cannot provide the needed financial reporting for Auditors and for GASB required reporting standards, without the extra effort of spreadsheet applications and reconciliations that are external to the software. Addition- ally, in recent years the District has had an obligation to report on restricted funding revenue and expenses that should be reported as separate funds. The last three Audits have encountered significant delays with the current reporting using QuickBooks software for the District Finances. The cost for the Audits has the potential to be reduced with the change to a fund accounting platform. The time saved for staff would also be reduced to prepare for the Audit with a more appropriate software. With this in mind, Staff contacted a software
    [Show full text]
  • APPENDIX - Types of Accounting Software/ Financial Applications Table 2
    Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes ERP PR Yes Yes Yes Yes Yes SOCT EC Yes Yes Yes Yes Yes Yes Yes[2] Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes POS OB Yes Yes Yes Yes[1] Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes $£€¥ e& oldid=685892368 encyclopedia,https://en.wikipedia.org/w/index.php?title=Comparison_of_accounting_softwar Table APPENDIX No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes DEB 2 . Free and open source software source open and Free Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes AR/AP - Types of accounting software/ financial applications financial software/ accounting ofTypes GL Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Marketfocus Market Lowmid- to market Lowmid- to market Lowmid- to Mid-market market Lowmid- to Mid-market Mid-market Personal All Markets All Mid-market Personal market Mid to high to endMid smallenterprise Personaland Market LowMid- to Mid-market Sized Enterprises Sized SmallMid- to Mid-market No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Linux . Source: . Source: No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes page Mac OS Mac 1 Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes from from Wikipedia, the free free the Wikipedia, Windows 6 License GPL GPL GPL GPL CPAL badgewareclause MPLderivativewith GPL GPL GPL GPL2 GPL GPL GPL GPLv3 proprietary GPL2, other GPL2, ApacheLicense GPL Package webERP TurboCASH Tryton SQL-Ledger Postbooks Openbravo LedgerSMB KMyMoney Jfire iDempiere HomeBank GNU Enterprise
    [Show full text]
  • Church Management Software
    DISASTER RESPONSE FOR CHURCHES • FEEDBACK: HOW TO LISTEN WELL CHURCH WEBSITES THAT WORK! • SOFTWARE SHORTCUTS TECHNOLOGY EMPOWERING MINISTRY CHMS FEATURE COMPARISON CHART ²INSIDE church ANNUAL management software >> do pastors really use chms? GUIDE >> chms security highlight OCTOBER 2017 www.ministrytech.com CONTENTS 2017 church 14 management software (chms) annual guide 10.17 This year we spotlight a baker’s dozen of respected and established (ChMS) providers. 4 can technology do pastors calm the storm really use chms? around you? Keep up with your Seraphim Software congregation's says yes. fast-changing lives 31 chms security highlight Cover the basics to secure your data! 11 TECH CHECK 10.17 .....................................................................................7 how to prepare Listen to Your Congregation ..............................................................8 your church for Building a More Effective Church Website ..........................29 disaster Hacks You Can Use................................................................................. 34 response Startup: Telechoice’s Purpose Pyramid .................................. 36 ...And create a Holy Refuge. Walking the Fine Line Between Art & Science ................. 39 42 2 | MinistryTech.com A Word from the editor Ray Hollenbach Marketing Director Joey Tindell Marketing Manager Rudy Kovac n our annual issue devoted to As we so often observe here at Church Management Software Ministry Tech, our goal is to address Managing Editor Ray Hollenbach I (ChMS) you’ll find a useful the intersection of ministry and Art Directors comparison tool—please feel free technology. And ministry always Troy Irvin, Henny Vallee to share this tool with anyone you means people: their eternal desti- Contributing Editors know considering investing in, nies, their families, their hopes and Matt Farrand, Steve Hewitt, changing, or upgrading his or her their dreams.
    [Show full text]