SOFTWARE FREEDOM CONSERVANCY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SOFTWARE FREEDOM CONSERVANCY INC (EIN 41-2203632)
- Tax period
- 2021-03-01 to 2022-02-28
- Filed
- 2023-01-17
- IRS object ID
- 202300189349300205
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-17T23:46:40-07:00 | ReturnTs |
| Tax Period End | 2022-02-28 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412203632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOFTWARE FREEDOM CONSERVANCY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOFT | BusinessNameControlTxt |
| Phone | 2124613245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 MONTAGUE ST STE 380 | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112013548 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen Sandler | PersonNm |
| Person Title | President and Executive Director | PersonTitleTxt |
| Phone | 2124613245 | PhoneNum |
| Signature | 2023-01-17 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 0 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Karen M Sandler | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 Montague St STE 380 | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112013548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,357,006 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://sfconservancy.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SFC promotes,improves,develops,facilitates, and defends Free and Open Source Software (FOSS). SFC advocates for the software rights and freedom of the public. SFC provides a home & infrastructure to FOSS projects & initiatives, & increases diversity, equity and inclusion in FOSS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 5500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,177,281 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,346,553 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,032 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,027 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,802 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,648 | PYOtherRevenueAmt |
| CY Other Revenue | $581 | CYOtherRevenueAmt |
| PY Total Revenue | $3,229,988 | PYTotalRevenueAmt |
| CY Total Revenue | $4,357,006 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $70,426 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $127,942 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $679,329 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $787,169 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $13,079 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $12,598 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $90,835 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,828,799 | PYOtherExpensesAmt |
| CY Other Expenses | $2,238,003 | CYOtherExpensesAmt |
| PY Total Expenses | $2,591,633 | PYTotalExpensesAmt |
| CY Total Expenses | $3,165,712 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $638,355 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,191,294 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,375,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,623,240 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $166,156 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $244,961 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,208,978 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,378,279 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Software Freedom Conservancy (SFC) promotes, improves, develops, facilitates & defends Free & Open Source Software (FOSS) & the right to software repair. SFC advocates for the public's software rights & freedoms. SFC provides a home & infrastructure to FOSS initiatives. SFC helps volunteers focus on improving FOSS for the public. Projects include: embedded software for IoT devices, copyleft licensing advocacy, & internships for contributors subject to systemic bias who are underrepresented in FOSS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,217,335 | ExpenseAmt |
| Grant | $127,542 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FOSS development, documentation, infrastructure, sustainability, & project support: During the tax year, SFC engaged 21 different software developers as independent contractors to improve the software in its Godot, Inkscape, Microblocks, phpMyAdmin, Reproducible Builds projects, as well as improving FOSS for SFC's own accounting infrastructure. All code was released freely to the public under licenses that encourage the public to use, share, and modify it. These contractors also coordinated volunteer software developers to contribute further software code. SFC staff also assisted volunteers in our projects on a daily basis with administration, coordination, legal and infrastructural tasks and costs (as listed at https://sfconservancy.org/members/services/ ). SFC made software development grants to 6 individual developers. SFC gave grants to two organizations: a final grant to Sugar Labs, Inc. and an initial grant to the Evergreen Project Corporation (both now operating as their own, separate charities). We mentor leadership of projects both inside and outside our organization to improve their non-profit management skills. Finally, SFC staff and volunteers coordinated, discussed, and planned how to begin ramping up FOSS events and conferences once the pandemic subsides. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,231,819 | ExpenseAmt |
| Grant | $400 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Outreachy and The Institute For Computing Research (ICR): In the tax year, we funded 184 interns via Outreachy - an initiative that encourages participation in FOSS for those who are subject to systemic bias and impacted by underrepresentation in the technical industry where they live. Outreachy interns improve FOSS and its documentation, and increase the diversity of the FOSS community while also learning valuable skills. ICR mentors and trains students in high school to do rigorous scientific research using FOSS. During this year, ICR had 28 internships. Both internship programs are paid programs which enable those from less privileged backgrounds to participate. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $278,054 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | License Compliance Activity: Many of Conservancy's projects are available under "copyleft" licenses, such as the General Public License (GPL). "Copylefts" are FOSS licenses that allow everyone to freely share, copy, modify, and install modified versions of the software. However, "copyleft" licenses additionally require that everyone who receives the software has an equal right to engage in those activities. SFC identifies situations where distributors fail to meet those requirements. SFC then enforces the copyleft license and requires these distributors to provide the same rights to copy, share, modify and install modified versions of the software to all those who receive the software distribution (just as those distributors had initially received those rights. Through this process, SFC ensures that the public has equal rights to use, improve, and study the software, and to experiment with their own modifications to the software. Most importantly, the rights of consumers to repair the software on their devices is restored. Rarely, in particularly egregious cases of a GPL violation, SFC seeks remedy in the courts through litigation. The primary goal of all these copyleft enforcement activities is always to ensure that all who receive copies of the copylefted software (or modified versions thereof) can freely engage in copying, modifying, improving and installing modified versions. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,727,208 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bradley M Kuhn | PersonNm |
| Phone | 2124613245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 MONTAGUE ST STE 380 | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Karen M Sandler | ||||||||
| President and Executive Director | 40 | 0 | Yes (X) | $167,929 | $0 | $47,980 | ||
| Bradley M Kuhn | ||||||||
| Treasurer, Director, and Policy Fellow | 40 | 0 | Yes (X) | $112,172 | $0 | $28,714 | Yes (X) | |
| Sage A Sharp | ||||||||
| Senior Director of Diversity and Inclusion | 40.89 | $100,000 | $0 | $35,702 | Yes (X) | |||
| Jeremy Allison | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Kate Chapman | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Laura Fortunato | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Mark Galassi | ||||||||
| Board Chairperson, VIce President, and Director | 24 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Bdale Garbee | ||||||||
| Director | 1.25 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Mike Linksvayer | ||||||||
| Director | 3 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Allison Randal | ||||||||
| Director | 4.25 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Anthony K Sebro Jr | ||||||||
| Director | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $380,101 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $112,396 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $4,346,553 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $4,346,553 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Promotional Items Sales | Desc |
| Business | 813319 | BusinessCd |
| Total Revenue Column | $70 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,632 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,632 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $581 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $581 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,411 | SecuritiesAmt |
| Other | -$4,241 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,411 | SecuritiesAmt |
| Other | -$4,241 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,830 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,357,006 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $651 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,802 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,852 | TotalAmt |
| Program Services | $114,852 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,709 | TotalAmt |
| Program Services | $4,709 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,381 | TotalAmt |
| Program Services | $8,381 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,017 | TotalAmt |
| Program Services | $212,758 | ProgramServicesAmt |
| Management And General | $110,304 | ManagementAndGeneralAmt |
| Fundraising | $39,955 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,413 | TotalAmt |
| Program Services | $158,855 | ProgramServicesAmt |
| Management And General | $123,258 | ManagementAndGeneralAmt |
| Fundraising | $21,300 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,100 | TotalAmt |
| Program Services | $7,388 | ProgramServicesAmt |
| Management And General | $8,285 | ManagementAndGeneralAmt |
| Fundraising | $1,427 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,257 | TotalAmt |
| Program Services | $41,876 | ProgramServicesAmt |
| Management And General | $10,855 | ManagementAndGeneralAmt |
| Fundraising | $5,526 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,382 | TotalAmt |
| Program Services | $25,386 | ProgramServicesAmt |
| Management And General | $15,967 | ManagementAndGeneralAmt |
| Fundraising | $4,029 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,870 | TotalAmt |
| Program Services | $172,627 | ProgramServicesAmt |
| Management And General | $243 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,323 | TotalAmt |
| Management And General | $18,323 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,598 | TotalAmt |
| Fundraising | $12,598 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,320 | TotalAmt |
| Program Services | $3,570 | ProgramServicesAmt |
| Fundraising | $750 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,190 | TotalAmt |
| Program Services | $19,112 | ProgramServicesAmt |
| Fundraising | $2,078 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,276 | TotalAmt |
| Program Services | $1,103 | ProgramServicesAmt |
| Management And General | $1,224 | ManagementAndGeneralAmt |
| Fundraising | $949 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,661 | TotalAmt |
| Program Services | $40,864 | ProgramServicesAmt |
| Management And General | $10,217 | ManagementAndGeneralAmt |
| Fundraising | $580 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $841 | TotalAmt |
| Management And General | $841 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,131 | TotalAmt |
| Program Services | $3,088 | ProgramServicesAmt |
| Management And General | $43 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240 | TotalAmt |
| Program Services | $240 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,398 | TotalAmt |
| Management And General | $7,398 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Internships in FOSS | $978,679 | $978,679 | $0 | $0 |
| Free & Open Source Software Development & Design | $855,976 | $853,563 | $1,027 | $1,386 |
| Project & Program Coordination Services | $73,661 | $71,161 | $2,500 | $0 |
| Bank Charges,Bad Debt,and Misc. | $46,437 | $8,996 | $37,184 | $257 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,165,712 | TotalAmt |
| Program Services | $2,727,208 | ProgramServicesAmt |
| Management And General | $347,669 | ManagementAndGeneralAmt |
| Fundraising | $90,835 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,929 | BOYAmt |
| EOY | $1,119,336 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,833,014 | BOYAmt |
| EOY | $2,782,792 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,541 | BOYAmt |
| EOY | $219,183 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,650 | BOYAmt |
| EOY | $33,543 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,468,386 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,375,134 | BOYAmt |
| EOY | $6,623,240 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,156 | BOYAmt |
| EOY | $244,961 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,156 | BOYAmt |
| EOY | $244,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,552,807 | BOYAmt |
| EOY | $1,728,461 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,656,171 | BOYAmt |
| EOY | $4,649,818 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,208,978 | BOYAmt |
| EOY | $6,378,279 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,375,134 | BOYAmt |
| EOY | $6,623,240 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,191,294 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$21,993 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,213,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,078,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,510,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,177,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,346,553 | CurrentTaxYearAmt |
| Total | $15,326,260 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,213,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,078,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,510,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,177,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,346,553 | CurrentTaxYearAmt |
| Total | $15,326,260 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,987,289 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,338,971 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,275 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,043 | CurrentTaxYearAmt |
| Total | $148,089 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,474,349 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,165,001 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66814 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7338 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $4,335,013 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$21,993 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$21,993 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,357,006 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,357,006 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,165,712 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,165,712 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,165,712 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 1 | Program Services | I | $2,000 |
| East Asia and the Pacific | 0 | 6 | Program Services | D, I, H | $124,872 |
| Europe (including Iceland and Greenland) | 0 | 25 | Program Services | D, I, H | $608,140 |
| Middle East and North Africa | 0 | 6 | Program Services | I | $25,000 |
| North America (including Canada and Mexico, but not the United States) | 0 | 7 | Program Services | E, C, I | $58,371 |
| Russia and the newly independent States | 0 | 8 | Program Services | I | $38,000 |
| South America | 0 | 15 | Program Services | D, I, P | $267,245 |
| South Asia | 0 | 70 | Program Services | H, I, D | $377,681 |
| Sub-Saharan Africa | 0 | 61 | D, I | $320,563 | |
| East Asia and the Pacific | Grantmaking | $3,743 | |||
| Europe (including Iceland and Greenland) | Grantmaking | $2,955 | |||
| South Asia | Grantmaking | $1,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 199 | TotalEmployeeCnt |
| Total Spent | $1,830,254 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Computer hardware purchase | Europe (including Iceland and Greenland) | 1 | $2,955 | PayPal | FMV |
| Computer hardware purchase | East Asia and the Pacific | 1 | $3,743 | WIRE TRANSFER | FMV |
| Computer hardware purchase | South Asia | 1 | $1,684 | WIRE TRANSFER | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 | Organization establishes volunteer committees to coordinate each of our projects and initiatives. The committee evaluates all grant requests based on various factors, including but not limited to whether the activity will have educational and public benefit impact. All grantees must submit reports of their work which are reviewed by the committee and staff. Travel assistance is always carried out in accordance with the written organization travel policy which is published on our website at https://sfconservancy.org/projects/policies/conservancy-travel-policy.html prior to payment, The reports and expenditures are reviewed pursuant to our fiscal controls policies, which typically includes multiple reviews by many employees. |
| Schedule F, Part I, Line 3 | We have coded program services in each region by a single letter and describe each herein: "C" means "conferences", which indicates that either a staff person or volunteer received travel expense reimbursement to speak at and/or attend a conference in the region, or we assisted in organizing a conference or event in that region. "D" means "software development", which indicates that we funded a contractor in that region to perform software development services as part of work described in Form 990, Part III, 4(A) "E" means "employee wages", which refers to our single employee in Canada, who works remotely for our organization in the USA. "H" means "hardware", which indicates either a purchase of computer hardware in that region for use in the usa, or purchasing computer hardware for a volunteer in that region. "P" means "program coordination", which indicates we funded a contractor in that region to help with coordination work for program activity work described in either Form 990, Part III, 4(a) or 4(b). "I" means "internship", which indicates that we funded an intern in this region as part of one of our internship programs described in Form 990, Part III, 4(b). |
| Schedule F, Part III | LINE 1 - METHOD OF ACCOUNTING: As part of the grant review process described above, For the hardware grants, no more than prevailing market rates for personal computer purchases were provided. LINE 1 - ESTIMATED NUMBER OF RECIPIENTS: Number of recipients is counted exactly. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Sugar Labs Incorporated | ||||||||
| 2028 E Ben White Blvd | Austin | TX | 78741 | 843289298 | 501(c)(3) | $88,469 | to support the use, development and improvement of Free and Open Source Software, specifically, for the Sugar Labs educational software that helps young people learn programming skills. | |
| The Evergreen Project Corporation | ||||||||
| c/o Donna Bacon | Columbia | MO | 652034208 | 831064700 | 501(c)(3) | $26,383 | in furtherance of and to specifically support the use, development, and improvement of Free and Open Source Software, specifically, the Evergreen software project, which provides Integrated library system services for patrons and librarians. | 111 E Broadway STE 220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Organization requires a written agreement with all grantees that explain the work expected under the grant. Grant period is clearly defined in that agreement. At the end of the grant period or annually (whichever is shorter), the grantee must provide a written report of work accomplished. At the end of the grant period, grantees must publicly publish either (a) a report about the grant, or (b) the work completed under the grant. usually, that work is freely licensed software available for the public. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen M Sandler | PersonNm |
| Title | President and Executive Director | TitleTxt |
| Base Compensation Filing Org | $167,929 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,429 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $45,836 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $220,194 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 1a | Organization's Board of Directors charted an evaluation committee (see https://sfconservancy.org/about/eval-committee/ ). The Board delegates to that committee the authority to evaluate FOSS projects that have applied to become part of the organization. The evaluation committee is authorized to engage with prospective projects and accept projects on the board's behalf. The Board of Directors delegates to that committee full authority to evaluate and add new FOSS projects without direct Board approval. during the tax year, the following people served on SFC's Evaluation Committee: Jeremy Allison, Tom Callaway, Mark Galassi, Bdale Garbee, Bradley M. Kuhn, Mike Linksvayer, Tom Marble, AND Karen M. Sandler. Sandler is officer, but not a Director. Callaway, and Marble are not Directors. The Board of Directors also chartered a finance subcommittee of the Directors, that meets quarterly to approve minor adjustments to the budget, advise staff about investment policy, and review the annual audit before 990 filing. During the tax year, the Finance subcommittee was: Bdale Garbee, Mike Linksvayer, Allison Randal, and Bradley M. Kuhn. Karen Sandler Attends the subcommittee meetings ex-officio. |
| Form 990, Part VI, Section B, Line 11b | The Finance Subcommittee meets directly with the auditors to review the audit report and the 990. The Finance Subcommittee immediately files a report of that meeting by email to the full board. Before SFC staff files the 990, a final draft is submitted to the Directors. The Directors review the 990 at that time, and can raise any urgent issues immediately with each other and staff by email or telephone. Formal approval of the 990 and audit report occurs at the next regular meeting of the Directors. |
| Form 990, Part VI, Section B, Line 12c | The Board of Directors formally adopted and consented to the Organization's conflict of interest, whistleblower, and document retention policy on 16 March 2012. The polices are available for public inspection and comment. the Organization's policy is to remind the Board annually that the conflict of interest policy is in effect and any written conflicts disclosures are collected annually by a Director and/or staff member. Volunteers who help the Organization select contractors are required to adhere to the conflict of interest policy. |
| Form 990, Part VI, Section B, Line 15 | All full-time employees (including any key employees or full-time compensated Officers) are equally eligible for the same benefits package, which includes paid-time-off, 403(b) (including matching funds), medical, vision and dental benefits package. That benefits package, and changes thereto, are discussed and approved by the Board of Directors. Any employee serving on the Board of Directors or present at the meeting recuse themselves from that vote and the Board considers benefits package changes only in executive session without any employees present. Karen Sandler, the current President and Executive Director, negotiated her l compensation package with an outside Director and (at the time) Board Chairperson, Mark Galassi, when hired. That compensation package was then discussed and approved by the outside Directors. Changes to Sandler's compensation policy are made only with executive-session discussion by outside Directors. Sandler's salary increase in the 2017 tax year was again negotiated with Galassi and discussed in executive session by outside Directors. Sandler receives now and has always received the same benefits package as all other employees (described above), and receives COLAs using the same formula as other employees. Bradley M. Kuhn, Policy Fellow, is also an officer and director. His original compensation package (in 2010) was negotiated with Galassi and approved in executive session by the board, using data from Form 990s of similar organizations and other salary research data Kuhn receives COLAs using using the same formula as other staff, since that time. Kuhn receives the same benefits package (described above) as all other employees. |
| Form 990, Part VI, Section C, Line 19 | Organization's Form 990s, auditor reports, articles of incorporation & by-laws are available on their website at: https://sfconservancy.org/about/filings/ Other key policy documents are developed in public at: https://k.sfconservancy.org/policies |
| Form 990, Part VII, Section A, Line 1a | Amounts on Part VII, Line 1(f) & 2(f) are for Sandler and Kuhn's health, dental, worker's comp insurance, disability insurance premiums, as well as funds for healthcare reimbursement arrangements, 403(b) and a few immaterial incidental expenses. |
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