Funds Dissemination Committee/Key financial data and insights from Chapters
In May 2012, The Bridgespan Group requested responses to the Chapter Finances Survey in order to develop an understanding of the movement's current and future funding needs. 30 of 39 chapters (~77%) responded to the survey. Results have been tallied and summarized below (all currencies are in USD).
Also note that at the bottom of the page, below the table, we have collected the write-in responses that chapters included in their surveys about their expectations/concerns/questions about the funds dissemination process.
Chapter Finance Survey Summary
editCurrent chapter expenses
- In their current fiscal year,
- 4 chapters reported an expense budget of >$500,000
- 8 chapters reported an expense budget of $100,000-$500,000
- 5 chapters reported an expense budget of $50,000-$100,000
- 6 chapters reported an expense budget of $10,000-50,000
- 7 chapters reported an expense budget of <$10,000
- In their current fiscal year,
Expectations for requesting funds next year
- In the next fiscal year, 27 of 30 chapters anticipate requesting funds
- 5 chapters anticipate requesting >$500,000
- 4 chapters anticipate requesting $100,000-$500,000
- 5 chapters anticipate requesting $50,000-$100,000
- 7 chapters anticipate requesting $10,000-50,000
- 6 chapters anticipate requesting <$10,000
- In the next fiscal year, 27 of 30 chapters anticipate requesting funds
Grant programs within the movement
- 21 chapters who responded reported that they will grant funds to other individuals or entities in their current fiscal year
- 6 chapters said they would grant >$20,000
- 5 chapters said they would grant $10,000-20,000
- 10 chapters said they would grant <$20,000
- 21 chapters who responded reported that they will grant funds to other individuals or entities in their current fiscal year
Chapter fiscal year ends
- 21 chapters end their fiscal years on December 31
- 4 chapters end their fiscal years on June 30
- 5 chapters have other fiscal year end dates
- Note: This supports the recommendation that two FDC grant cycles per year will serve most entities in the movement well.
Summary Results Table
editChapter Expenses | Chapter Revenues | Chapter Grants Programs | Dates | ||||||||
Short-Form | Name | Fiscal Year-End | Previous Year | Current Year | Previous Year | Current Year | Previous Year | Current Year | Anticipated needs | To request funds from the FDC | To receive funds from the FDC |
AR | Argentina | ||||||||||
AT | Österreich | 31-Aug | 50,000-100,000 | 100,000-500,000 | 5,000-10,000 | 10,000-50,000 | 1000-5000 | <1000 | 100,000-500,000 | Oct/Nov | Jan/Feb |
AU | Australia | 30-Jun | 50,000-100,000 | 100,000-500,000 | 1,000-5,000 | 1,000-5,000 | >$20,001 | $10,001-20,000 | 100,000-500,000 | Apr/May | June |
BD | Bangladesh | 30-Jun | 1,000-5,000 | 5,000-10,000 | N/A | <1,000 | N/A | N/A | 5,000-10,000 | Apr/May | June |
CA | Canada | ||||||||||
CH | CH | 31-Dec | 50,000-100,000 | 100,000-500,000 | N/A | 10,000-50,000 | 1000-5000 | 10,001-20,000 | >500,000 | Nov/Dec | Jan |
CL | Chile | 31-Dec | 10,000-50,000 | 10,000-50,000 | <1,000 | <1,000 | N/A | N/A | 5,000-10,000 | Nov/Dec | Jan |
CZ | Česká republika | 31-Dec | 5,000-10,000 | 10,000-50,000 | 1,000-5,000 | 1,000-5,000 | 5001-10,000 | 10,001-20,000 | N/A | ||
DE | Deutschland | 31-Dec | >500,000 | >500,000 | 100,000-500,000 | >500,000 | >20,001 | >20,001 | >500,000 | Sep/Oct | Jan |
DK | Danmark | 30-Jun | <1,000 | 1,000-5,000 | N/A | N/A | N/A | N/A | 10,000-50,000 | ||
EE | Eesti | 31-Dec | 5,000-10,000 | 10,000-50,000 | <1,000 | 5,000-10,000 | N/A | N/A | 10,000-50,000 | Nov/Dec | Jan |
ES | España | 31-Dec | 1,000-5,000 | 1,000-5,000 | 1,000-5,000 | 1,000-5,000 | N/A | N/A | 10,000-50,000 | Sept/Oct | Jan |
FI | Suomi | ||||||||||
FR | France | 31-Dec | 100,000-500,000 | >500,000 | 10,000-50,000 | 10,000-50,000 | >20,001 | >20,001 | >500,000 (estimate) | ||
GB | UK | 31-Jan | >500,000 | >500,000 | 50,000-100,000 | 100,000-500,000 | >20,001 | >20,001 | >500,000 | Aug | Oct (for approval) |
HK | Hong Kong | 30-Jun | 1,000-5,000 | 5,000-10,000 | N/A | <1,000 | N/A | N/A | 5,000-10,000 | ||
HU | Magyarország | 31-Dec | 10,000-50,000 | 10,000-50,000 | 1,000-5,000 | 5,001-10,000 | <1000 | 1000-5000 | 50,000-100,000 | Oct/Nov | Dec |
ID | Indonesia | 31-Dec | >500,000 | 100,000-500,000 | >500,000 | N/A | >20,001 | >20,001 | 100,000-500,000 | ||
IL | Israel | 31-Dec | 100,000-500,000 | 50,000-100,000 | 100,000-500,000 | 10,000-50,000 | 1000-5000 | 1000-5000 | 50,000-100,000 | Jan | Feb/Mar |
IN | India | 31-Mar | 10,000-50,000 | 50,000-100,000 | <1,000 | 1,000-5,000 | N/A | 10,001-20,000 | 50,000-100,000 | July | Sept |
IT | Italia | 31-Dec | 50,000-100,000 | 100,000-500,000 | 50,000-100,000 | 100,000-500,000 | 5001-10,000 | 10,001-20,000 | N/A | ||
KE | Kenya | 31-Dec | 5,000-10,000 | N/A | N/A | N/A | N/A | 5,000-10,000 | Dec | Feb | |
MK | Macedonia | 31-Dec | <1,000 | 10,000-50,000 | 1,000-5,000 | 10,000-50,000 | N/A | >20,001 | 10,000-50,000 | Jan | |
MO | Macau | ||||||||||
MX | México | 31-Dec | <1,000 | 5,000-10,000 | N/A | <1,000 | N/A | <1000 | 5,000-10,000 | Dec | Jan/Feb |
NL | Nederland | 31-Dec | 100,000-500,000 | 100,000-500,000 | 10,000-50,000 | 10,000-50,000 | 1000-5000 | 1000-5000 | >500,000 | Nov | Dec |
NO | Norge | 31-Dec | 10,000-50,000 | 50,000-100,000 | 10,000-50,000 | 10,000-50,000 | N/A | 1000-5000 | 10,000-50,000 | ||
PH | Philippines | 31-Dec | 5,000-10,000 | 10,000-50,000 | <1,000 | <1,000 | N/A | <1000 | 10,000-50,000 | Jun/Jul | Aug/Sep |
PL | Polska | 31-Dec | 50,000-100,000 | 100,000-500,000 | 100,000-500,000 | 100,000-500,000 | >20,001 | >20,001 | N/A | ||
PT | Portugal | 31-Dec | 1,000-5,000 | 5,000-10,000 | <1,000 | <1,000 | <$1000 | N/A | 5,000-10,000 | Nov/Dec | Jan |
RS | а Србије | ||||||||||
RU | РУ | 31-Dec | 10,000-50,000 | 50,000-100,000 | 10,000-50,000 | 10,000-50,000 | 1000-5000 | 5001-10,000 | 50,000-100,000 | Nov/Dec | Jan |
SE | Sverige | 31-Dec | 50,000-100,000 | 100,000-500,000 | 10,000-50,000 | 50,000-100,000 | 5001-10,000 | 5001-10,000 | 100,000-500,000 | Oct/Nov | Jan |
TW | Taiwan | ||||||||||
UA | Україна | ||||||||||
US-DC | District of Columbia | 30-Sep | <1,000 | >500,000 | <1,000 | 100,000-500,000 | N/A | 1000-5000 | 10,000-50,000 | Nov | Jan |
US-NYC | New York City | ||||||||||
VE | Venezuela | ||||||||||
ZA | South Africa | 28-Feb | N/A | 50,000-100,000 | N/A | N/A | N/A | N/A | 50,000-100,000 | July/Aug | Sept/Oct |
Additional Chapter Questions or Comments
editDeustchland - Germany
- Multi-year funding possibilities (important for long-time commitments such as: employment- and lease contracts, long-term project agreements where the project is partially funded by a third party etc.)
- Format of the financial plans to be submitted (substance/content, degree of detail, volume/scope)
Nederland - Netherlands
- What will be the framework of criteria to judge submitted grant applications? WM NL is moving fast forward in professionalization. We have set ambitious goals for growth, and expect revenue and expense to increase by 75% per annum for the next five years.
Indonesia
Macedonia
- If funds dissemination process is clean, easy process, we'll ask for funding, if not probably won't ask funding, we want to know the format of the financial plans to be submitted (degree of detail, volume/scope). For bigger projects WMMK need to forward in professionalization.
District of Columbia
- Bear in mind that our chapter is a special case. Our 'last fiscal year' lasted five months (May 6, 2011 through September 30, 2011) and very little happened, and for this financial year we have the incredibly costly Wikimania 2012 conference. Here's last year's financial report.
- What additional oversight mechanisms will be put in place? Does performance and under/over-utilization of funds in one year impact funding for the next year? At what point does the FDC say "stop asking us for money and raise money yourselves"? What will be done to ensure that regional politics do not have a harmful effect on the distribution of money? Is the FDC amenable to emergency fund dissemination to rescue chapters from bankruptcy, and if so, what would be the consequences? (I don't expect that to be an issue for Wikimedia DC, but it is a question worth raising.)
Hungary
- In the last four or so years the funds dissemination process (including fundraising and the grants programme) and attached criteria (eligibility; reporting; etc.) have changed at least once every single year; sometimes even more than once and usually with timing that didn't allow enough preparation for all parties leading to uncertainty and the desire to build up safeguards in the form of bigger reserves and pursuing labour-intensive outside funding sources.
- We understand that the FDC process will be evolving, however, we would really appreciate some stability in the system, once set up: either in the form of multi-year commitments to fund operating costs; or by making sure that changes, especially the fundamental ones are announced well in advance without affecting on-going grants or applications (e.g. so that they affect only subsequent funding cycles, not the current or immediately upcoming one).
- Once the details are finalized and the dust settles, I would appreciate a direct outreach (e.g. phone call) to the potential grantees (and those who have been eligible in the past, but for some reason are not in the present) to explain and discuss the new situation. (This could make sure that even those get the necessary info who do not have the time to read everything, and linguistic misunderstandings could be ironed out.)
Russia
- According to current plans, we might be able to perform most plans without FDC grants until 2014, unless our expectations related to donations fail.
- We would like the process to be as transparent as possible, and we would like to keep an eye on the development from very beginning. We don't have any specific questions that have deadlines yet.
Switzerland
- Basically it would be interesting to know the timeline and the process in order to prepare our projects plan for 2013.
- It's unclear the question to "receive" funds because in Switzerland the question is more connected with to "retain" funds as we receive sufficient funds through Wikimedia fundraising to cover our financial request.