OurMed:Financial

Office
Our office is located on 3960 Broadway Suite 301 NY, NY 10032.

It is a very small office--Three of us in a room with no windows. We'd love to speak to anyone who believes in our charitable mission and can offer a donated office space in Midtown Manhattan. Email: [mailto:Greg.Miller@OurMed.org Greg.Miller@OurMed.org]

Corporate Tax and Legal Status
Oursmedicina (the official name of OurMed's corporation) is a 501c3 non-profit organization dedicated to providing free, accurate and unbiased healthcare information to the world.

Organization
The Organization of various layers of volunteers, and a small paid office staff. It consists of:

Accounting
The following policies were adopted by the Board of Directors to assure open accounting practices:

Record keeping
(Sensitive information, specifically from donors)

General principles
OursMedicina credit cards are issued to individuals, and are not to be given or loaned to others, regardless of the circumstances. If cards are lost or stolen, the cardholder must advise the credit card company, and the Oursmedicina office staff, immediately. Cardholders must agree to the terms and conditions outlined on the application forms and in the guidelines and procedures of this policy. Failure to comply with these terms and conditions could result in cancellation of the card.

Breach of Policy
Any breach of these terms and conditions will be considered as a breach of the Code of Conduct and will be dealt with accordingly. Such breaches could be grounds for disciplinary measures that can lead, for example, to an employee's dismissal.

This card, issued to the employee, is the card used by employees required to travel for Foundation purposes or to incur expenses on behalf of the Foundation. It is the individual's responsibility to ensure that this card's usage and management complies with the OursMedicina travel policy.

Responsibilities of cardholder
The cardholder is responsible for the safekeeping of the card, and will be held accountable: 1. To ensure that the card is used only for legitimate Foundation purposes 2. To ensure that the card is NOT used for items prohibited to on the application form 3. To maintain on file for audit purposes, copies of all invoices, purchase documents and correspondence, and to provide the Foundation with copies of such documents on request;br> 4. To advise the Foundation of any incorrect charges/transactions in order to follow-up and obtain credit from the issuing institution if warranted.

Cancellation and renewal of cards
Should an individual leave their position or role with the Foundation, he or she must immediately return the card to the Foundation's finance department, which will cancel it. Cards may be canceled at any time by the Foundation if any of the policies, procedures and guidelines are not followed, and/or if there is not compliance to any of the terms and conditions outlined on the application form and in this policy. Source: http://wikimediafoundation.org/wiki/Credit_Card_Usage_Policy

Purpose
The purpose of this policy is to ensure consistent and fair treatment of people required to travel on behalf of the Foundation. This policy applies only to travelers whose expenses are being paid by OursMedicina; it does not apply to travelers whose expenses are being paid by another organization, or by the traveler him or herself.

The guiding principles are:


 * 1) OurMed travelers will be reimbursed for legitimate, reasonable travel expenses when directly connected with or pertaining to OurMed business based on established allowances in this policy.
 * 2) OurMed travelers are expected to generally be conscientious in their use of OurMed funds, and to travel by economical and efficient means.

Statement of Policy

 * 1) All travel arrangements (air, rail, vehicle rental and lodging), including all changes and cancellations of travel arrangements, must be made through OurMedâ€™s designated travel service provider, except with advance approval from the Executive Director or Chair of the Board of Trustees.
 * 2) The lowest available airfares shall be sought when making bookings. All travelers are expected to use economy class.
 * 3) The standard for rail travel is economy class.
 * 4) Rental vehicles may be used where economical and practical.
 * 5) OurMed travelers shall be reimbursed actual and reasonable expenses for accommodation.
 * 6) Taxi fares are reimbursable, however the Foundation encourages travelers to use more economical alternatives where practical.
 * 7) OurMed travelers have a choice of submitting actual receipts for meals, or of receiving a standard daily meal allowance, for meals not provided during the trip.
 * 8) Other expenses are reimbursable provided they are legitimate, necessary and reasonable travel expenses directly connected with or pertaining to Foundation business.
 * 9) Travelers may, on occasion, combine personal and Foundation travel on the same trip provided there is no additional cost to OursMedicina.
 * 10) Travelers must submit travel expense reports, with all required information, to the Ourmed within 1 month of completion of the trip, unless a longer delay is approved by the chair or the executive director. Every effort will be made to reimburse travelers within five working days of receipt.

TRAVEL ARRANGEMENTS - GENERAL
All travel arrangements (air, rail, vehicle rental and lodging), including all changes and cancellations of travel arrangements, must be made through WMFâ€™s designated travel service provider, except with advance approval from the Executive Director or Chair of the Board of Trustees or whenever the service provider can not easily provide this service.

AIR TRAVEL
The lowest available airfares shall be sought when making bookings. All travelers are expected to use economy class. Business class may be used for flights exceeding nine hours in duration, if required to accommodate a traveler's special physical or medical needs. Use of business class must be approved in advance by the ED. If approval is not given, the traveler may choose to fly business class regardless, and to personally pay the actual difference in cost.

RAIL TRAVEL
The standard for rail travel is economy class.

VEHICLE RENTAL
Rental vehicles may be used where economical and practical. All vehicle rentals must be for economy-class vehicles, unless three or more people are traveling together and/or when travelers have to carry excess baggage and/or equipment for Foundation purposes. Rental vehicles must be returned on time and with a full tank of gas to avoid additional hourly costs and excessive refueling charges.

LODGING
WMF travelers shall be reimbursed the actual and reasonable expenses for accommodation while traveling on WMF business. A single room with a private bath is the standard. Although travelers generally stay in commercial accommodation, travelers may choose to make arrangements for private, non-commercial accommodation (e.g. lodging with friends or family). In these instances, the traveler may claim $30.00 US per night. Receipts are not required for reimbursement of this amount.

TAXIS AND OTHER LOCAL TRANSPORTATION
Taxi fares are reimbursable, however the WMF encourages travelers to use more economical alternatives where practical.

ALLOWANCES FOR MEALS AND INCIDENTALS
WMF travelers have a choice of submitting actual receipts for meals, or of receiving standard daily meal allowances, for meals not provided during the trip. If meals are provided, the per diem below will not be given.

The standard meals &amp; incidental expenses rate will be at 75% of the State Dept and GSA rates.


 * http://www.gsa.gov/Portal/gsa/ep/contentView.do?contentId=17943&amp;contentType=GSA_BASIC
 * http://www.state.gov/m/a/als/prdm/78350.htm

The breakdown of meals related to the global daily per diem will be as followed:

Breakfast: 20% Lunch: 30% Dinner:50%

OTHER EXPENSES
Other expenses are reimbursable provided they are legitimate, necessary and reasonable travel expenses directly connected with or pertaining to business.

Miscellaneous expenses that are reimbursable include:


 * Internet connectivity charges
 * Charges for business-related telephone calls
 * International Travel Costs: Actual costs of acquiring passports, visas, necessary photographs, birth certificates, required inoculations, immunizations, health cards and fees for the conversion of funds to foreign currencies are reimbursable.
 * Excess Baggage: Charges for excess baggage are reimbursable when the traveler is transporting OurMed materials or when the extended period of travel necessitates excess personal baggage.
 * Laundry: Travelers will be reimbursed for reasonable and actual expenses for laundry services that are necessary due to an absence from home for five or more days or when unusual and documented circumstances mandate these services.
 * Gratuities: Normal, reasonable gratuity amounts (e.g., for taxis or restaurants)
 * Tolls and parking fees
 * Dependant care: Travelers will be reimbursed actual and reasonable dependant care expenses. Dependant care include persons under 18 years of age or persons with mental or physical disability.
 * When the traveler is a volunteer, he or she will be reimbursed actual and reasonable dependant care expenses
 * When the traveler is a staff member, he or she will be reimbursed actual and reasonable dependant care expenses up to a daily maximum of $70.00 US per household. Dependant care allowance shall apply only for expenses that are incurred as a result of travelling and are additional to expenses the employee would incur when not travelling.

Miscellaneous expenses that are not reimbursable include:


 * Pet care expenses
 * Personal travel insurance
 * Insurance coverage for privately owned vehicles
 * Expenses for the repairs of privately owned vehicles
 * Expenses related to damages to uninsured rental cars and privately owned vehicles
 * Interest charges levied on overdue invoices or credit card statements
 * Barbers, hairdressers, toiletry items, health club fees, prescriptions and non-prescription medications
 * Hotel pay-per-view video and mini-bar expenses
 * Expenses related to lost or stolen items
 * ATM fees
 * Meals included in another reimbursable item (e.g. conference fee, transportation charge, accommodation)
 * Personal telephone calls, with the exception of one brief call to the travelerâ€™s home location, per day.
 * In general, personal expenses are not reimbursable, and are assumed to include any expenses which are not a necessary consequence of travel on behalf of the Foundation.

COMBINING PERSONAL AND BUSINESS TRAVEL
Travelers may, on occasion, combine personal and Foundation travel on the same trip provided there is no additional cost to the Foundation. Incremental costs are not reimbursable. If the traveler takes an indirect route or interrupts a direct route for other than Foundation-related business, reimbursement will be at either the actual charge or the charge that would have been incurred by traveling the direct route by the most economical means, whichever is less. Any personal portion of the cost of a rental car must be subtracted from the total rental bill before requesting reimbursement. The personal portion is calculated by prorating the cost of the rental over the number of days for personal use and number of days for business use.

Expenses related to a traveler's spouse or family members are considered personal and are not reimbursable, except:


 * When a spouse or family member is formally representing OurMed and has been expressly invited for that purpose;
 * The traveler is relocating on behalf of OurMed, in which case the traveler's spouse is entitled to reimbursement for one trip to and from the new location.

TRAVEL EXPENSE REPORTS
Travelers must submit travel expense reports, with all required information, to the Foundation within 1 month of completion of the trip. Every effort will be made to reimburse travelers within five working days of receipt.

Receipts are always the preferred form of documentation.

OursMedicina expects that in general, a good faith effort will be made by travelers to collect and retain all required receipts. If a receipt equal to or greater than $25.00 US is not issued or is lost, the traveler is expected to substantiate the amount of the lost receipt in whatever way seems practical and reasonable (e.g., credit card statement or the like).

Transparency
(TBA)

Statement
The OursMedicina Foundation (The Foundation) maintains the highest level of respect for the privacy of its donors. In furtherance of our commitment to honor your rights, we have developed this Donor Privacy Policy to guide our volunteers and staff on how they may and may not use your personal information. This policy may be updated from time to time.

What information we collect
The Foundation collects and uses various personal information from donors that includes: amount donated, address, telephone number, donor comments and e-mail address. Tax laws in the United States and the State of New York require The Foundation to keep contact information and contribution level of donors on file.

How we use that information
The Foundation will never publish, sell, trade, rent or share names (unless released for publication), e-mail or mail addresses, or telephone numbers of our donors. The Foundation will use contact information (e-mail, telephone number and address) of donors for these purposes only:


 * Distribute receipts for donations
 * Thank donors for their donation
 * Inform donors about upcoming fund raising and other activities of The Foundation
 * Internal analysis and record keeping
 * Reporting to relevant U.S. and State agencies (these reports are not for public inspection)
 * Contact donors about changes to this policy

However, properly anonymous donor information is used for promotional and fund raising activities. We allow donors the option to have their name publicly associated with their donation unless the donor explicitly chooses the "anonymous" field when donating online. In all other cases the default is for staff and volunteers to assume all donations are not to be publicly announced unless the donor explicitly indicates otherwise. Comments given in donor forms are published in public lists and may be used in promotional materials while comments sent to us via email, fax or telephone are kept strictly confidential.

Financial information
All access to donor financial information is strictly limited to professional staff who need to process those data. No such data are given to any person, organization or group who does not need to access those data.

The Foundation only uses online payment processing services with world class security and strong reputations. The Wikimedia Foundation does not store, nor does it have access to, your credit card information, bank account numbers, or other account data sent to those processing services.

Donations to the Wikimedia Foundation go to a bank lockbox. This provides the highest possible level of security and confidentiality.

Contact us
If you have questions about this Donor Privacy Policy or if you wish to be removed from our e-mail/postal contact lists, then please mailto:donate@ourmed.org

Donor Bill of Rights
The Foundation subscribes to the Donor Bill of Rights. Philanthropy is based on voluntary action for the common good. It is a tradition of giving and sharing that is primary to the quality of life. To assure that philanthropy merits the respect and trust of the general public, and that donors and prospective donors can have full confidence in the not-for-profit organizations and causes they are asked to support, we declare that all donors have these rights:


 * 1) To be informed of the organization's mission, of the way the organization intends to use donated resources, and of its capacity to use donations effectively for their intended purposes.
 * 2) To be informed of the identity of those serving on the organization's governing board, and to expect the board to exercise prudent judgment in its stewardship responsibilities.
 * 3) To have access to the organization's most recent financial statements.
 * 4) To be assured their gifts will be used for the purposes for which they were given.
 * 5) To receive appropriate acknowledgment and recognition.
 * 6) To be assured that information about their donations is handled with respect and with confidentiality to the extent provided by law.
 * 7) To expect that all relationships with individuals representing organizations of interest to the donor will be professional in nature.
 * 8) To be informed whether those seeking donations are volunteers, employees of the organization or hired solicitors.
 * 9) To have the opportunity for their names to be deleted from mailing lists that an organization may intend to share.
 * 10) To feel free to ask questions when making a donation and to receive prompt, truthful and forthright answers.

The text of this statement in its entirety was developed by the American Association of Fund-Raising Counsel (AAFRC), Association for Healthcare Philanthropy (AHP), Council for Advancement and Support of Education (CASE), and National Society of Fund Raising Executives (NSFRE).

Inventory
(TBA)

Open-Accounting
The open-accounting model is a work-in-progress model for disclosing financial information to the public in a more frequent, raw manner. The purpose of such a system is three-fold:


 * 1) To allow community members to participate on the organizational level by finding the best deals for products/services/expenditures that OurMed will purchase.
 * 2) To allow donors to view how their contributions affect our organization in a transparent, interactive manner.
 * 3) To serve as a quality-control mechanism for internal expenses

Overview
(TBA)

Moody's
Moodys

Expenses

 * Office
 * Employees
 * Board

Budget

 * Proposed Budget