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Update info pages and helpwanted
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ShaneCurcuru committed Mar 8, 2024
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2 changes: 1 addition & 1 deletion _foundations/openstreetmap.md
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Expand Up @@ -29,7 +29,7 @@ taxID:
taxIDLocal: '05912761'
budgetUsd:
budgetYear:
budgeturl:
budgeturl: https://find-and-update.company-information.service.gov.uk/company/05912761
budgetTransparent:
funding:
donateurl:
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6 changes: 3 additions & 3 deletions _pages/budgets.md
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---
title: Foundation Budgets Models
title: Foundation Budgets Model
excerpt: Modeling annual budgets or annual report finances.
layout: default
permalink: /budgets
Expand All @@ -26,9 +26,9 @@ Wouldn't it be great to have a database of revenue, expenses, and the like acros

## Roadmap / Contributions Wanted

ProPublica's JSON only shows a subset of 990 filings, and rarely has data bugs (i.e. numbers scanned wrong). There are many other ways to programmatically scan 990 forms; the best (coming soon!) toolset seems to be the [Giving Tuesday 990 Infrastructure Project](https://990data.givingtuesday.org/).
Budgets may not necessarily reflect actual finances, so we need to be sure to mark all data with both a source, as well as some kind of quality/range information. For example, many non-US foundations do not have public tax filings, so we need to use any published budgets or annual reports as a proxy. Many foundations produce annual reports with high-level revenue and expense numbers, but they are only estimates, not actual numbers.

- [ ] Building budget model.
- [ ] Build the budget model; reflect yearly budgets vs. actual finances vs. annual report estimates.
- [ ] Simplistic scrapers to detect likely "annual report" or "budget" pages.
- [ ] Data gathering and linting.
- [ ] Building comparisons between estimated budgets and actual 990 finances.
14 changes: 4 additions & 10 deletions _pages/data.md
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Expand Up @@ -31,23 +31,17 @@ Our focus is on legal organizations that host, organize, and help sustain major

Things that aren't included: [commercial companies](commercial) (of any kind), and the many non-incorporated open source projects without legal organizations. Limited listings of [individual open source projects](projects) hosted at Foundations are included to help provide context.

### Other FOSS Related Data
## Other FOSS Related Data

We also plan to incorporate other quantifiable data about the FOSS ecosystem, especially finances, sponsorships, and structural relationships - i.e. foundations with subprojects; governance structures; and the like.
We also incorporate other quantifiable data about the FOSS ecosystem, especially finances, sponsorships, and structural relationships - i.e. foundations with subprojects; governance structures; and the like.

- **Entities** are self-organized and funded projects that are not legal corporations; they typically use a fiscal host. Key examples are CNCF (a division of the Linux Foundation) and Debian (with a clear governance and budget structure, but uses SPI as a fiscal host). This work is starting on [capturing data for key project entities](entities).
- **Sponsorships** are modeled based on ordinal levels of recurring sponsorship payments (or inkind services). Data is drawn directly from FOSS organizations themselves. See the [sponsorships schema and current dataset](sponsorships).
- **US 990 Tax Data** is drawn from Propublica's digested IRS 990 filings, and quickly gives a solid financial overview of many US-based foundations. We [host organizational 990 JSON data](taxes) as a convenience (but expect to keep URLs permanently).
- **US 990 Tax Data** is drawn from Propublica's digested IRS 990 filings, and quickly gives a solid financial overview of many US-based foundations. We [host organizational 990 JSON data](taxes) as a convenience (but expect to keep URLs permanently).
- **Budgets** are planned to be modeled as financial figures based on organizations' actual budgets, or estimated figures based on annual reports or similar materials from the organizations themselves. This work is [just starting on definitions](budgets) (summer 2024).

## Schemas And Validation

A simplistic [schema for foundation metadata](https://github.com/Punderthings/fossfoundation/blob/main/_data/foundations-schema.json) is checked in. Suggestions for improvements to make the data more useful are appreciated! See also schemas and datastore notes for [sponsorships](sponsorships), [taxes](taxes), and [budgets](budgets).

The [roadmap](roadmap) includes building linting and data consistency checks. Currently, these are done manually, or via using semi-automated ruby scripts in the `assets/ruby` directory. For example:

```ruby
# If the schema changes, partially generate the Liquid to display foundations.html
assets/ruby/schema_utils.rb schema2liquid('_data/foundations-schema.json', ...)
# This generates the bulk of the page, but needs to be manually dropped in
```
Future plans include building a robust OpenAPI definition, and using that to automatically generate schemas, linting tools, and the like to ensure data quality in an automated fashion.
6 changes: 3 additions & 3 deletions _pages/index.md
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Expand Up @@ -6,7 +6,7 @@ permalink: /
nav_order: 1
---

Welcome to the FOSS Foundations Metadata directory! We are eager to collaborate with academic researchers and open source practitioners alike on curating rich common metadata about the many excellent non-profit Foundations that either host or help open source projects succeed.
Welcome to the FOSS Foundations Metadata directory! We are eager to collaborate with academic researchers and open source practitioners alike on curating rich metadata about the many excellent non-profit Foundations that either host or help open source projects succeed.

- Discover the [directory of foundation metadata](listing), plus:
- [Sponsorship program models](sponsorships)
Expand All @@ -18,11 +18,11 @@ Welcome to the FOSS Foundations Metadata directory! We are eager to collaborate
- Learn how to [contribute to this site](https://github.com/Punderthings/fossfoundation/blob/main/CONTRIBUTING.md).
- Be nice and respect our [Code of Conduct](CODE_OF_CONDUCT).
- We can help you [Choose A Foundation](https://chooseafoundation.com) for your project to join.
- Learn about your current host, [Shane Curcuru](https://shanecurcuru.org).
- Learn about your current host, [Shane Curcuru](https://shanecurcuru.org), who is looking for shared maintainers.

## Goals

- Create a rich metadata directory about nonprofit open source organizations.
- Create a rich metadata directory about nonprofit open source organizations, including financial, sponsorship and other data.
- Data is easy to consume in multiple ways that are reliable.
- Website and any tooling are zero/low maintenance.
- Build simple PR-driven data submission that prevents errors.
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8 changes: 5 additions & 3 deletions _pages/roadmap.md
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---
title: Roadmap and Plans
title: Roadmap / Help Wanted
excerpt: We are building a rich metadata source about open source foundations for use by researchers.
layout: default
permalink: /roadmap
Expand All @@ -10,13 +10,15 @@ This site is meant to be high-level resource for anyone interested in FOSS proje

## Version 0.1 plans

- Overview homepage - what is this project.
- [Resources](resources) page - point to the key resources already out there about governance, sustainability, and other non-technical open source concepts.
- [`/listing/` directory](listing) - a friendly listing of all FOSS Foundations in our dataset, with simple categorization/sorting/search features.
- [`/_foundations_/` directory](https://github.com/Punderthings/fossfoundation/tree/main/_foundations) - metadata about foundations, as YAML/JSON files, one per foundation, like: fsf.yaml
- Basic build/lint tooling
- Provide auto-build of alternate formats (like .csv out of .yaml)
- Get feedback to build version 0.2 plans!
- Build out sponsorship, tax finances, and budget models.
- Build scrapers/linters for all models.
- Build OpenAPI definition of all models, and automate linting.

## Example

Expand All @@ -33,7 +35,7 @@ puts asf['legalName']
- [x] Organize homepage & sketch nav structure -sc
- [x] Resources page - sc (started)
- [x] Colophon - sc
- [ ] CONTRIBUTING - details of how, why, what
- [x] CONTRIBUTING - details of how, why, what
- [ ] Tweak theme / logo?
- [x] Metadata schema (format?) -sc ('good-enough' level)
- [x] csv2yaml converter & checkin data -sc
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19 changes: 18 additions & 1 deletion _pages/taxes.md
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---
title: Foundation Tax Finances Models
title: Foundation Taxes Model
excerpt: Modeling US IRS 990 form finances for nonprofits.
layout: default
permalink: /taxes
Expand Down Expand Up @@ -38,3 +38,20 @@ ProPublica's JSON only shows a subset of 990 filings, and rarely has data bugs (
- [ ] Explore IRSx and other all-990-data parsing tools.
- [ ] Automation to update 990s from ProPublica (or wherever) periodically, to find when orgs file new tax years.
- [ ] Build visualizations of contributions vs. sponsorship model income; especially comparing c3 to c6 orgs.

## Charitable Tax Lookups By Country

- EU wide https://e-justice.europa.eu/106/EN/business_registers_in_eu_countries?GERMANY&member=1
- UK https://register-of-charities.charitycommission.gov.uk/documentation-on-the-api Detailed reports available
- BE https://economie.fgov.be/en/themes/enterprises/crossroads-bank-enterprises/services-everyone/consultation-and-research-data/cbe-public-search Fairly detailed reports available
- NL https://www.kvk.nl/zoeken/handelsregister/?handelsnaam=NLNet&kvknummer=&straat=&postcode=&huisnummer=&plaats=&hoofdvestiging=1&rechtspersoon=1&nevenvestiging=1&zoekvervallen=0&zoekuitgeschreven=1&start=0 Various reports available for a fee
- DE https://www.unternehmensregister.de/ureg/?submitaction=language&language=en or https://www.handelsregister.de/
- AT Searches cost a fee https://www.justiz.gv.at/service/datenbanken/firmenbuch/

### Notes on some EU Charities

Eclipse Foundation 0760.624.114 https://kbopub.economie.fgov.be/kbopub/toonondernemingps.html?ondernemingsnummer=760624114 Includes official list of directors "legal functions"

Eclipse bank record link: https://consult.cbso.nbb.be/consult-enterprise/0760624114 Includes links to download detailed finances, in French

Eclipse Foundation Europe Gmbh 0804.570.458 https://kbopub.economie.fgov.be/kbopub/toonondernemingps.html?ondernemingsnummer=804570458

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