<html><head></head><body><div style="color:#000; background-color:#fff; font-family:HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:16px"><div id="yui_3_16_0_ym19_1_1477362351939_86761" dir="ltr"><span id="yui_3_16_0_ym19_1_1477362351939_87292">Before a spreadsheet from QuickBooks is given out, I would want to ensure any sensitive Personal Identification Information and account numbers be stripped out. A second set of eyes should review it for items such as employee & contractor SSN, account numbers, and any other sensitive information.<br></span></div><div dir="ltr" id="yui_3_16_0_ym19_1_1477362351939_87372"><span id="yui_3_16_0_ym19_1_1477362351939_87292"><br></span></div><div dir="ltr" id="yui_3_16_0_ym19_1_1477362351939_87371"><span id="yui_3_16_0_ym19_1_1477362351939_87292">Basically all of the other information is available in the FEC filings, except the details for contributions and expenditure that do not aggregate over $200 in a year. These, however, are included in the spreadsheet we send to Paula to prepare the reports. The spreadsheet for the FEC reports include a purpose description and amounts for all expenditures. The recipients should sign an agreement that t</span>he names and addresses of individual contributors may not be
sold or used for any commercial purpose or to solicit any type of
contribution or donation, such as political or charitable contributions. My preference is for them to get the contribution totals from the FEC website <a href="http://www.fec.gov/finance/disclosure/candcmte_info.shtml" id="yui_3_16_0_ym19_1_1477362351939_87808">http://www.fec.gov/finance/disclosure/candcmte_info.shtml</a>, and get the spreadsheets for expenditures that we send to Paula.<br></div><div dir="ltr" id="yui_3_16_0_ym19_1_1477362351939_87140"><span id="yui_3_16_0_ym19_1_1477362351939_86863"><br></span></div><div dir="ltr" id="yui_3_16_0_ym19_1_1477362351939_87141"><span id="yui_3_16_0_ym19_1_1477362351939_86863">Tim Hagan</span></div><div class="qtdSeparateBR" id="yui_3_16_0_ym19_1_1477362351939_86766"><br><br></div><div class="yahoo_quoted" id="yui_3_16_0_ym19_1_1477362351939_86582" style="display: block;"> <div style="font-family: HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif; font-size: 16px;" id="yui_3_16_0_ym19_1_1477362351939_86581"> <div style="font-family: HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif; font-size: 16px;" id="yui_3_16_0_ym19_1_1477362351939_86580"> <div dir="ltr" id="yui_3_16_0_ym19_1_1477362351939_86767"> <font id="yui_3_16_0_ym19_1_1477362351939_86861" size="2" face="Arial"> <hr id="yui_3_16_0_ym19_1_1477362351939_86973" size="1"> <b><span style="font-weight:bold;">From:</span></b> Caryn Ann Harlos <carynannharlos@gmail.com><br> <b><span style="font-weight: bold;">To:</span></b> lnc-business@hq.lp.org <br> <b><span style="font-weight: bold;">Sent:</span></b> Monday, October 24, 2016 4:44 PM<br> <b><span style="font-weight: bold;">Subject:</span></b> Re: [Lnc-business] Access to the books of the organization<br> </font> </div> <div class="y_msg_container" id="yui_3_16_0_ym19_1_1477362351939_86579"><br><div id="yiv8003510168"><div id="yui_3_16_0_ym19_1_1477362351939_86578"><div dir="ltr" id="yui_3_16_0_ym19_1_1477362351939_86577">What income or expenditures are not on the FEC filings other than donations below $200?<div id="yui_3_16_0_ym19_1_1477362351939_86576"><br clear="none"></div><div id="yui_3_16_0_ym19_1_1477362351939_86620">What precisely has to be kept secret?</div></div><div class="yiv8003510168gmail_extra" id="yui_3_16_0_ym19_1_1477362351939_86629"><br clear="none"><div class="yiv8003510168yqt0741784459" id="yiv8003510168yqtfd20914"><div class="yiv8003510168gmail_quote" id="yui_3_16_0_ym19_1_1477362351939_86628">On Mon, Oct 24, 2016 at 12:34 PM, Joshua Katz <span dir="ltr" id="yui_3_16_0_ym19_1_1477362351939_88103"><<a rel="nofollow" shape="rect" ymailto="mailto:planning4liberty@gmail.com" target="_blank" href="mailto:planning4liberty@gmail.com" id="yui_3_16_0_ym19_1_1477362351939_88102">planning4liberty@gmail.com</a>></span> wrote:<br clear="none"><blockquote class="yiv8003510168gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex;" id="yui_3_16_0_ym19_1_1477362351939_86627"><div dir="ltr" id="yui_3_16_0_ym19_1_1477362351939_86626">Mr. Chairman,<div id="yui_3_16_0_ym19_1_1477362351939_86807"><br clear="none"></div><div id="yui_3_16_0_ym19_1_1477362351939_86806">It is my understanding that a board member has the right to engage assistance in understanding corporate documents, so long as the person so engaged signs an NDA. However, there's a difference between a member needing assistance, and a member wanting to share with someone else. </div><div id="yui_3_16_0_ym19_1_1477362351939_86837"><br clear="none"></div><div id="yui_3_16_0_ym19_1_1477362351939_86838">I would think the appropriate path would be for the chair to review the request for reasonability, in consultation with counsel as appropriate, with appeal to the LNC possible. The chair could consider the expertise of the assistant, as well as the ability of the LNC member to seek equivalent help from a non-LP member, if applicable. However, it is important not to run afoul of the law granting members the right, not just to consult with an expert, but with the expert of their choice.</div><div id="yui_3_16_0_ym19_1_1477362351939_88091"><br clear="none"></div><div id="yui_3_16_0_ym19_1_1477362351939_88092">In general, I would think requiring an NDA from the selected assistant should suffice, but the chair should still review requests to avoid any outliers.</div><div id="yui_3_16_0_ym19_1_1477362351939_86903"><br clear="none"></div><div id="yui_3_16_0_ym19_1_1477362351939_86904">I am assuming, of course, we're talking about secure information, not that which is available at the FEC website.</div></div><div class="yiv8003510168gmail_extra" id="yui_3_16_0_ym19_1_1477362351939_86774"><br clear="all"><div id="yui_3_16_0_ym19_1_1477362351939_86773"><div class="yiv8003510168m_-8367179623924336226gmail_signature" id="yui_3_16_0_ym19_1_1477362351939_86772"><div dir="ltr" id="yui_3_16_0_ym19_1_1477362351939_86771">Joshua A. Katz<div id="yui_3_16_0_ym19_1_1477362351939_86776">Westbrook CT Planning Commission (L in R seat)</div></div></div></div><div id="yui_3_16_0_ym19_1_1477362351939_86783"><div class="yiv8003510168h5" id="yui_3_16_0_ym19_1_1477362351939_86782">
<br clear="none"><div class="yiv8003510168gmail_quote" id="yui_3_16_0_ym19_1_1477362351939_86781">On Mon, Oct 24, 2016 at 1:17 PM, Nicholas Sarwark <span dir="ltr"><<a rel="nofollow" shape="rect" ymailto="mailto:chair@lp.org" target="_blank" href="mailto:chair@lp.org">chair@lp.org</a>></span> wrote:<br clear="none"><blockquote class="yiv8003510168gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex;" id="yui_3_16_0_ym19_1_1477362351939_86780">Dear All,<br clear="none">
<br clear="none">
We're going to be passing a budget at our December meeting. In<br clear="none">
advance of that meeting, a member of the LNC has requested a<br clear="none">
spreadsheet of all of the entries in our accounting software for<br clear="none">
review in preparation for that meeting.<br clear="none">
<br clear="none">
It is my opinion that this is an appropriate request. There has also<br clear="none">
been a request to share some or all of the information regarding the<br clear="none">
LNC's revenues and expenditures with people who are not members of the<br clear="none">
LNC. This does not seem prudent to me, but I thought I would ask the<br clear="none">
body what their opinion is on whether they believe that information<br clear="none">
could be propperly shared by an LNC member.<br clear="none">
<br clear="none">
Thoughts?<br clear="none">
<br clear="none">
Yours in liberty,<br clear="none">
Nick<br clear="none">
<br clear="none">
______________________________ _________________<br clear="none">
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</blockquote></div><br clear="none"></div></div></div>
<br clear="none">______________________________ _________________<br clear="none">
Lnc-business mailing list<br clear="none">
<a rel="nofollow" shape="rect" ymailto="mailto:Lnc-business@hq.lp.org" target="_blank" href="mailto:Lnc-business@hq.lp.org">Lnc-business@hq.lp.org</a><br clear="none">
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<br clear="none"></blockquote></div></div><br clear="none"><br clear="all"><div><br clear="none"></div>-- <br clear="none"><div class="yiv8003510168gmail_signature"><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><font size="4" color="#666666" face="arial, helvetica, sans-serif"><b>In Liberty,</b></font></div><div><font size="4" color="#666666" face="arial, helvetica, sans-serif"><b>Caryn Ann Harlos</b></font></div><div><font size="1">Region 1 Representative, Libertarian National Committee </font><span style="font-size:x-small;">(Alaska, Arizona, Colorado, Hawaii, Kansas, Montana, Utah, Wyoming, Washington) - <a rel="nofollow" shape="rect" ymailto="mailto:Caryn.Ann.Harlos@LP.org" target="_blank" href="mailto:Caryn.Ann.Harlos@LP.org">Caryn.Ann. Harlos@LP.org</a></span></div><div><span style="font-size:x-small;">Communications Director, <a rel="nofollow" shape="rect" target="_blank" href="http://www.lpcolorado.org/">Libertarian Party of Colorado</a></span></div><div><span style="font-size:x-small;">Colorado State Coordinator, <a rel="nofollow" shape="rect" target="_blank" href="http://www.lpradicalcaucus.org/">Libertarian Party Radical Caucus</a></span></div><div class="yiv8003510168yqt0741784459" id="yiv8003510168yqtfd42385"><div><br clear="none"></div><div><br clear="none"></div><div><span style="font-size:x-small;"><br clear="none"></span></div><div style="font-size:12.8px;"><br clear="none"></div></div></div></div></div></div></div></div></div><div class="yiv8003510168yqt0741784459" id="yiv8003510168yqtfd86673">
</div></div></div></div><br><div class="yqt0741784459" id="yqtfd95888">_______________________________________________<br clear="none">Lnc-business mailing list<br clear="none"><a shape="rect" ymailto="mailto:Lnc-business@hq.lp.org" href="mailto:Lnc-business@hq.lp.org">Lnc-business@hq.lp.org</a><br clear="none"><a shape="rect" href="http://hq.lp.org/mailman/listinfo/lnc-business_hq.lp.org" target="_blank">http://hq.lp.org/mailman/listinfo/lnc-business_hq.lp.org</a><br clear="none"></div><br><br></div> </div> </div> </div></div></body></html>