Re: Update: 1023, bank account etc...

Hello,

Just a quick update for everyone. I received confirmation last Friday
that our excellent attorney's at DWT (http://www.dwt.com/) had filed
our 1023 with the IRS. I will work on getting that up on the website
shortly. Apparently the IRS still requires the 1023 to be filed via
dead trees; the document is large and will need to be scanned.

We have finalized our banking situation. Our bank is
http://www.sterlingsavingsbank.com/ . This bank was originally chosen
because it is the only bank that has branches where I live and in
Portland. There services are on par with larger banks without being a
huge (such as BoFA) bank (they are not small).

We have also setup accounts with PayPal and Google Checkout. This is a
temporary measure while the corporation builds a financial history. I
hope to have us set up with a real merchant account shortly after the
annual meeting.

As we have been working on the web site, we found a great Drupal Module
called Ubercart. This has allowed us to create a very simple donation
and membership procedure. It is currently integrated with Paypal
(because the google checkout module needs to be ported to PostgreSQL).
The integration allows a very cool feature.

UberCart has a module called roles. This module allows us to specify,
this member just registered under "Professional + West" their order was
successful. Thus they automatically belong to the roles pgconwest and
professsional_membership and they expire in 12 months. This will allow
us to keep the effort of tracking membership to a relatively low burden.

I expect to open membership sometime this week and will announce here
when I do. At the same time people will be able to register for West.

Lastly, I wanted to thank everyone for their patience as we roll
through this process. I know a lot of people are anxious for this to be
done and I can assure you that I am one of them. The only thing I can
offer is; all good things come in time.

Sincerely,

Joshua D. Drake

--
The PostgreSQL Company since 1997: http://www.commandprompt.com/
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United States PostgreSQL Association: http://www.postgresql.us/
Donate to the PostgreSQL Project: http://www.postgresql.org/about/donate

Josh,

> Just a quick update for everyone. I received confirmation last Friday
> that our excellent attorney's at DWT (http://www.dwt.com/) had filed
> our 1023 with the IRS. I will work on getting that up on the website
> shortly. Apparently the IRS still requires the 1023 to be filed via
> dead trees; the document is large and will need to be scanned.

IRS fun & games! Thank you for keeping us informed about what's going on.

> We have finalized our banking situation. Our bank is
> http://www.sterlingsavingsbank.com/ . This bank was originally chosen
> because it is the only bank that has branches where I live and in
> Portland. There services are on par with larger banks without being a
> huge (such as BoFA) bank (they are not small).

They also have branches in San Francisco, and New York. However, a more
critical issue is what online and phone services do they offer?

> We have also setup accounts with PayPal and Google Checkout. This is a
> temporary measure while the corporation builds a financial history. I
> hope to have us set up with a real merchant account shortly after the
> annual meeting.

Ah, not real happy with PaySimple, I take it?

--Josh Berkus

On Mon, 25 Aug 2008 10:47:45 -0700
Josh Berkus <josh(at)agliodbs(dot)com> wrote:

> > We have finalized our banking situation. Our bank is
> > http://www.sterlingsavingsbank.com/ . This bank was originally
> > chosen because it is the only bank that has branches where I live
> > and in Portland. There services are on par with larger banks
> > without being a huge (such as BoFA) bank (they are not small).
>
> They also have branches in San Francisco, and New York. However, a
> more critical issue is what online and phone services do they offer?

I don't know about phone but online they have the full suite including
bill pay.

>
> > We have also setup accounts with PayPal and Google Checkout. This
> > is a temporary measure while the corporation builds a financial
> > history. I hope to have us set up with a real merchant account
> > shortly after the annual meeting.
>
> Ah, not real happy with PaySimple, I take it?
>

No not that at all. Paysimple is however a real merchant account and
thus requires little things like financial history. I am certain
that I could get a merchant account approved via a personal guarantee
but I am not personally interested in that.

Sincerely,

Joshua D. Drake

--
The PostgreSQL Company since 1997: http://www.commandprompt.com/
PostgreSQL Community Conference: http://www.postgresqlconference.org/
United States PostgreSQL Association: http://www.postgresql.us/
Donate to the PostgreSQL Project: http://www.postgresql.org/about/donate