2022-11-15T19:05:52-07:00 2021-12-31 990 2021-01-01 043594598 PYTHON SOFTWARE FOUNDATION PYTH 8475673962 9450 SW Gemini Drive ECM 90772 Beaverton OR 97008 Deborah Nicholson Executive Director 6179052706 2022-11-15 1 11 1 AAL2 X 2021 2022-09-23 18:48:47Z Lorena Mesa 9450 SW Gemini Drive ECM 90772 Beaverton OR 97008 2313623 0 X https://www.python.org/psf/ X 2001 DE To promote, protect, and advance the Python programming language, and to support and facilitate the growth of a diverse and international community of Python programmers. See our 2021 Annual Report for more information: https://www.python.org/psf/annual-report/2021/. 12 12 10 1132 8680 0 2000097 1281542 118091 1015537 21518 3295 36635 10706 2176341 2311080 151445 122865 0 0 745977 867824 0 0 214759 892680 691810 1790102 1682499 386239 628581 4134398 4902663 351762 491446 3782636 4411217 X The mission of the Python Software Foundation (PSF) is to promote, protect, and advance the open source Python programming language and to support and facilitate the growth of a diverse and international community of Python programmers. The PSF: (1) Produces the core Python distribution including the Python language, its standard libraries and documentation, installers, source code, educational materials, and assorted tools and applications, (2) Establishes PSF licenses conform to the Open Source Definition and ensures the public to freely obtain, use, redistribute, and modify PSF intellectual property, (3) Protects the Python name, and the names, service marks and trademarks, (4) Raises funds to support PSF programs and services, (5) Publicizes, promotes the adoption of, and facilitates the ongoing development of Python-related technology, research, grants, conferences, and educational resources in the public interest. 0 0 398565 1952 964293 PyCon US is the largest annual gathering for the community that uses and develops the open-source Python programming language. PyCon US 2021 was held online due to COVID-19 restrictions and safety concerns. The conference included high-quality talks, tutorials, keynotes, and virtual meeting spaces for attendees to learn about our sponsors, discover the job market, explore Python projects and meet fellow Python community members. At least 2,650 attendees participated virtually in the online conference with over 100 sessions garnering 23,000 unique views over 5 days. 49 virtual booths featuring sponsors, startup row companies, open source projects, and poster sessions were visited more than 24,000 times. 149352 112735 0 The PSF awards grants to projects and events related to the development of Python, Python-related technology, educational programs, and resources. Events include worldwide conferences, workshops, education, and training programs related to the establishment and promotion of the free and open source programming language Python. 129 groups or projects in 41 countries received grants from the PSF during 2021. The PSF encouraged diversity with grants to PyLadies workshops. The PSF increased support of worldwide Python Meetups by growing our network to 83 groups covering 20 countries and over 150,000 members. 42364 3523 51244 The PSF provides fiscal sponsorship for Python-focused user groups and projects. These groups hold regular education and networking meetings and/or present regional Python conferences. The PSF and each fiscal sponsoree work together to manage donor contributions wisely and maximize our ability to pursue the PSF's charitable mission. Sponsored groups in 2021 included continued support of Pallets (Flask), PyLadies, PyCascades, Boston Python, PhillyPUG, PuPPy, PyBeach, PyHawaii, PyMNtos, and San Diego Python. 3 new fiscal sponsorees joined the PSF in 2021: Jazzband, PyPA, and PyRVA. 352408 4656 0 The PSF funds programming development efforts to advance and maintain the core Python language, its associated libraries, and significant allied projects central to the Python community. These efforts include the Packaging Work Group, which improves and maintains the Python packaging ecosystem through fundraising and disbursement of raised funds. The Packaging Work Group focuses on efforts such as PyPI, pip, packaging.python.org, setuptools, and cross project efforts. Grant resources were dedicated to advancing the PyPI package repository including adding a Python Packaging Project Manager to identify and prioritize new feature development. A CPython Developer-in-Residence has focused on new releases of CPython and handling bug tracker pull requests. The PSF funded the annual CPython Core Developer sprint, held virtually, in Fall 2021.These program initiatives also include funds for trademark and copyright investments. 11014 0 0 The Python Software Foundation relies on volunteer efforts to achieve many of its goals. The PSF Board of Directors offers recognition of work which significantly improves the Foundation's fulfillment of its mission and benefits the broader Python community including contributions of code and efforts in community action. The intention of these awards is to demonstrate that service to the Python community does lead to recognition and reward, rather than to provide a direct incentive to contributors. Python Software Foundation celebrated the efforts of 11 community members through Community Service Awards and 1 Distinguished Service Award in 2021. 363422 4656 0 953703 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 660283 0 0 10 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X Phyllis A Dobbs 8475673962 9450 SW Gemini Drive ECM 90772 Beaverton OR 97008 Ewa Jodlowska Former Secretary, Executive Director 40 0 X X X X 163789 0 0 Ee Durbin Director of Infrastructure 40 0 X 139737 0 0 Lorena Mesa Chair, Director 5 0 X X 0 0 0 Thomas Wouters Vice Chair, Director, Interim General Manager 15.00 0 X X 0 0 0 Jeffrey Triplett Treasurer, Director 5 0 X X 0 0 0 Van Lindberg Secretary, Director 5 0 X X 0 0 0 Tania Allard Director 2 0 X 0 0 0 Debora Azevedo Director 2 0 X 0 0 0 Kushal Das Director 2 0 X 0 0 0 Dustin Ingram Director 2 0 X 0 0 0 Jannis Leidel Director 2 0 X 0 0 0 Katie McLaughlin Director 2 0 X 0 0 0 Joannah Nanjekye Director 2 0 X 0 0 0 Christopher Neugebauer Director 2 0 X 0 0 0 Marlene Mhangami Director 2 0 X 0 0 0 Anna Ossowski Director 2 0 X 0 0 0 Nina Zakharenko Director 2 0 X 0 0 0 Guido Van Rossum President (Ex Officio) 0 0 X 0 0 0 303526 0 0 2 0 1 0 0 0 32967 8680 0 0 1239895 0 1281542 PyCon Conference 541511 964293 964293 0 0 Regional Python Conferences 541511 11762 11762 0 0 Service Revenue 541511 39482 39482 0 0 0 0 0 0 1015537 3295 3295 0 0 0 0 0 0 106 106 0 0 0 0 0 0 11223 8680 2543 8680 8680 0 Credit card points revenue 541511 1920 1920 0 0 0 0 0 0 1920 2311080 1020858 8680 0 X 36234 36234 14885 14885 71746 71746 0 0 311714 161738 92260 57716 0 0 0 0 393985 118243 215696 60046 4329 1719 1967 643 104875 28449 67841 8585 52921 20996 23094 8831 0 0 0 0 58218 58088 -110 240 65321 0 63417 1904 0 0 0 0 0 0 0 0 0 0 28140 0 4866 23274 7477 0 0 7477 16000 654 6934 8412 225786 206561 2529 16696 0 0 0 0 8991 2813 4994 1184 17454 -1076 18530 0 0 0 0 0 208649 208649 0 0 737 0 0 737 5672 1809 3601 262 Bad debt expense 12025 400 0 11625 Bank and credit card fees 24340 10805 6408 7127 Community Awards 10990 10990 0 0 Licenses and permits 2010 0 2010 0 0 0 0 0 1682499 953703 514037 214759 X 705349 631456 2967627 4142129 0 0 415465 82418 0 0 0 0 2392 641 0 0 43565 46019 73589 73589 0 0 0 0 0 0 0 0 0 0 0 0 4134398 4902663 79401 143500 334 1554 102527 286392 0 0 0 0 0 0 0 0 139500 0 30000 60000 351762 491446 X 3107331 3389139 675305 1022078 3782636 4411217 4134398 4902663 628581 0 0 0 0 0 X 0 1 X 1 0 X 1342014 1398881 2844899 2187746 2093589 9867129 0 0 0 0 0 0 0 0 0 0 0 0 1342014 1398881 2844899 2187746 2093589 9867129 1910738 7956391 840 4361 36001 21518 3295 66015 0 0 0 0 0 0 162 181 119 171 106 739 9933883 5236528 0.80093 0.83587 X Schedule A, Part II, Line 10 Royalties RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 9000 0 9000 0 64589 0 64589 0 0 0 Conference Co-Op Marketing Funds 60000 60000 2554642 0 241021 0 0 241021 2313621 0 -2541 -2541 2311080 1926061 241021 0 0 2541 243562 1682499 0 0 0 1682499 Schedule D, Part XI, Line 2d Net income from fundraising event included in income in 990, but not in audited financial statements Schedule D, Part XI, Line 4b Fundraising event expenses included in revenue on Form 990 are not netted against fundraising event revenue in the audited financial statements. Schedule D, Part XII, Line 2d Fundraising event expenses included in revenue on Form 990 are not netted against fundraising event revenue in the audited financial statements. 1 Central America and the Caribbean 0 0 Grantmaking Projects and events 18 East Asia and the Pacific 0 0 Grantmaking Projects and events 11184 Europe (including Iceland and Greenland) 0 0 Grantmaking Projects and events 19965 Middle East and North Africa 0 0 Grantmaking Projects and events 214 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking Projects and events 3200 Russia and the newly independent States 0 0 Grantmaking Projects and events 3500 South America 0 0 Grantmaking Projects and events 20577 South Asia 0 0 Grantmaking Projects and events 714 Sub-Saharan Africa 0 0 Grantmaking Projects and events 12376 0 0 71748 0 0 0 0 0 0 Schedule F, Part I, Line 2 Grant applicants apply to Python Software Foundation (PSF) for approval to partially sponsor international conferences and workshops related to the establishment and promotion of the free and open-source programming language Python, along with related applications and libraries. Conference or workshop content, expected attendance, and financial expectations are included in the grant application. A majority vote of the PSF Board or Grants Working Group Committee authorized by the Board determines whether to approve the grant application and at what amount. Grant applicants are notified by PSF staff whether their grant has been approved and for what amount. Grant recipients invoice the PSF. The PSF Accounting Staff ensures that the invoice matches the approved grant and issues payment using the grant recipient's choice of payment method from the options listed on the PSF website; payments are not made in cash. Cash accounts related to the expenditure of grant funds are reconciled by the PSF Accounting staff. Grant recipients are asked to provide post-event reports. The PSF uses a customer resource management system to track the grant life cycle from application to payment. PYLADIES AUCTION 2021 19348 8125 11223 0 0 0 0 0 2543 0 0 19348 8125 11223 0 0 0 0 0 2543 2543 8680 Schedule G, Part II, Line 11 The PSF and PyLadies hosted the Tenth Annual Charity Auction online. Auction proceeds went to PyLadies, an international mentorship group focusing on helping more women become active participants and leaders in the Python open-source community. Their mission is to promote, educate, and advance a diverse Python community through outreach, education, conferences, events, and social gatherings. More information about PyLadies can be found here: http://www.pyladies.com/locations/. PyLadies is proud to donate a significant portion of the fundraising proceeds to support PyCon travel grants. 1 Meg Ray Consulting LLC 267 Ovington Avenue 6E Brooklyn NY 11209 834531862 N/A 18500 0 ACH N/A Grant for Python in Education landing site 0 1 PyCon 2021 Travel Grants 7 1952 0 Cash N/A PyCascades 2021 Travel Grants 33 3523 0 Cash N/A CPython Core Dev Sprints 2021 15 4656 0 Cash N/A Schedule I, Part I, Line 2 Grant applicants apply to the Python Software Foundation for approval to partially sponsor conferences and workshops related to the establishment and promotion of the free and open- source programming language Python, along with related applications and libraries. Conference or workshop content, expected attendance, and financial expectations are included in the grant application. A majority vote of the PSF Board or Grants Working Group Committee authorized by the Board determines whether to approve the grant application and at what amount. Grant applicants are notified by PSF staff whether their grant has been approved and for what amount. Grant recipients invoice the PSF. The PSF Accounting staff ensures that the invoice matches the approved grant and issues payment using the grant recipient's choice of payment method from the options listed on the PSF website; payments are not made in cash. Cash accounts related to the expenditure of grant funds are reconciled by the PSF Accounting staff. Grant recipients are asked to provide post-event reports. The PSF uses a customer resource management system to track the grant life cycle from application to payment. X X 0 0 0 0 0 0 0 0 0 Ewa Jodlowska Former Secretary, Executive Director 120157 0 19140 0 0 0 19500 0 0 0 158797 0 126500 0 Schedule J, Part I Annually, the Board of Directors reviews the performance and compensation of the Executive Director. The Board Chair leads the review conducted with the Executive Committee. No person with a conflict of interest is involved in the performance review and compensation recommendation. Python Software Foundation does not offer severance payments, supplemental nonqualified retirement plans, or equity-based compensation arrangements to any employee. Employee compensation is not contingent upon the net earnings of the organization, does not include non-fixed payments, and does not provide compensation amounts subject to the initial contract exception. The company has a written payment and reimbursement policy and requires substantiation provided prior to reimbursing or allowing expenses that applies to all employees. Schedule J, Part I, Line 3 Annually, the Board of Directors reviews the performance and compensation of the Executive Director. The Board Chair leads the review conducted with the Executive Committee. No person with a conflict of interest is involved in the performance review and compensation recommendation. Form 990, Part III, Line 1 The mission of the Python Software Foundation (PSF) is to promote, protect, and advance the open source Python programming language and to support and facilitate the growth of a diverse and international community of Python programmers. The PSF: (1) Produces the core Python distribution including the Python language, its standard libraries and documentation, installers, source code, educational materials, and assorted tools and applications, (2) Establishes PSF licenses conform to the Open Source Definition and ensures the public to freely obtain, use, redistribute, and modify PSF intellectual property, (3) Protects the Python name, and the names, service marks and trademarks, (4) Raises funds to support PSF programs and services, (5) Publicizes, promotes the adoption of, and facilitates the ongoing development of Python-related technology, research, grants, conferences, and educational resources in the public interest. Form 990, Part III, Line 2 When adding activities, discontinuing activities, and, annually, the Python Software Foundation's management reviews and analyzes the activity against the approved tax-exempt mission. If any activity is deemed not to fit into the tax-exempt mission, it is documented, discussed with the Board of Directors and disclosed on Form 990. For the tax year ended December 31, 2021, all activities fit into the Python Software Foundation's approved tax-exempt mission. Form 990, Part III, Line 4a PyCon US is the largest annual gathering for the community that uses and develops the open-source Python programming language. PyCon US 2021 was held online due to COVID-19 restrictions and safety concerns. The conference included high-quality talks, tutorials, keynotes, and virtual meeting spaces for attendees to learn about our sponsors, discover the job market, explore Python projects and meet fellow Python community members. At least 2,650 attendees participated virtually in the online conference with over 100 sessions garnering 23,000 unique views over 5 days. 49 virtual booths including sponsors, startup row companies, open source projects and poster sessions were visited more than 24,000 booth visits Form 990, Part III, Line 4b The PSF funds programming development efforts to advance and maintain the core Python language, its associated libraries, and significant allied projects central to the Python community. These efforts include the Packaging Work Group, which improves and maintains the Python packaging ecosystem through fundraising and disbursement of raised funds. The Packaging Work Group focuses on efforts such as PyPI, pip, packaging.python.org, setuptools, and cross project efforts. A major 2020 grant from Bloomberg along with other sponsorships centers on advancing the PyPI package repository; one major initiative included brining on a new Python Packaging Project Manager to identify and prioritize new feature development. Another major 2020 grant from Google funded a CPython Developer-in-Residence, who focused on CPython improvements and bug tracking and fixing. The PSF funded the annual CPython Core Developer sprint, held virtually, in Fall 2021. These program initiatives also include funds for trademark and copyright investments. Form 990, Part III, Line 4c The PSF provides fiscal sponsorship for Python-focused user groups and projects. These groups hold regular education and networking meetings and/or present regional Python conferences. The PSF and each fiscal sponsoree work together to manage donor contributions wisely and maximize our ability to pursue the PSF's charitable mission. Sponsored groups in 2021 included continued support of Pallets (Flask), PyLadies, PyCascades, Boston Python, PhillyPUG, PuPPy, PyBeach, PyHawaii, PyMNtos, and San Diego Python. 3 new fiscal sponsorees joined the PSF in 2021: Jazzband, PyPA, and PyRVA. Form 990, Part III, Line 4d The PSF funds programming development efforts to advance and maintain the core Python language, its associated libraries, and significant allied projects central to the Python community. These efforts include the Packaging Work Group, which improves and maintains the Python packaging ecosystem through fundraising and disbursement of raised funds. The Packaging Work Group focuses on efforts such as PyPI, pip, packaging.python.org, setuptools, and cross project efforts. Grant resources were dedicated to advancing the PyPI package repository including adding a Python Packaging Project Manager to identify and prioritize new feature development. A CPython Developer-in-Residence has focused on new releases of CPython and handling bug tracker pull requests. These program initiatives also include funds for trademark and copyright investments. Form 990, Part III, Line 4e The Python Software Foundation relies on volunteer efforts to achieve many of its goals. The PSF Board of Directors offers recognition of work which significantly improves the Foundation's fulfillment of its mission and benefits the broader Python community including contributions of code and efforts in community action. The intention of these awards is to demonstrate that service to the Python community does lead to recognition and reward, rather than to provide a direct incentive to contributors. Python Software Foundation celebrated the efforts of 11 community members through Community Service Awards in 2021. Form 990, Part VI, Section A, Line 2 The Python Software Foundation is focused on promoting and supporting a diverse, international community. Elected Board Directors usually work at organizations that are part of our community, sponsor the Python Software Foundation, and/or volunteer in some other way. More than one Board member may be employed by the same organization. To prevent a single entity gaining a majority of Python Software Foundation board seats, the Python Software Foundation began community discussions about a bylaw change in 2020. In June 2021, the bylaws were changed to cap common affiliation, or co-affiliation, of Board members at one quarter (1/4) of the total Board. A common affiliation is defined as all organizations that, directly or indirectly through one or more intermediaries, controls, is controlled by, or is under common control with the other entities declared as affiliations by other members of the Board of Directors. Form 990, Part VI, Section A, Line 4 In June 2021, two changes were made to the Python Software Foundation bylaws; both were voted on and approved by the voting members in June 2021. First, the bylaws were changed to cap common affiliation, or co-affiliation, of Board members at one quarter (1/4) of the total Board. A common affiliation is defined as all organizations that, directly or indirectly through one or more intermediaries, controls, is controlled by, or is under common control with the other entities declared as affiliations by other members of the Board of Directors. Second, the bylaws were updated to allow the Python Software Foundation Board to fully delegate Fellow approvals to the Fellows Work Group. The Fellows Work Group is composed of Fellow members and accepts, votes, and approves Fellows nominations. Form 990, Part VI, Section A, Line 6 The Python Software Foundation offers five classes of members: Basic Members, Supporting Members, Managing Members, Contributing Members, and Fellows. Supporting Members, Managing Members, Contributing Members, and Fellows are eligible for voting privileges. Basic Members are individuals or entities who are part of the Python language community and who have decided to declare their support for Python and agree to the community Code of Conduct; there is no membership fee to become a Basic Member. Supporting Members make an annual donation to the PSF. Managing members dedicate at least five hours per month working to support the Python ecosystem in one of the PSF's working groups. Contributing members dedicate at least five hours per month working on projects that advance the mission of the PSF; the work relates to the creation or maintenance of open source software available to the public at no charge. Fellows are members nominated from the broader community and elevated by a vote of the members for extraordinary efforts and impact upon Python, the community, and the broader Python ecosystem. Form 990, Part VI, Section A, Line 7a Supporting Members, Managing Members, Contributing Members, and Fellows are eligible for voting privileges. Voting members elect Fellows and the Board of Directors. Basic Members have no voting rights. Form 990, Part VI, Section B, Line 11b Form 990 and associated schedules are prepared by the PSF Accounting staff. Copies of the draft Form 990 (including required schedules) are distributed to the Finance Committee in electronic form for review and approval. The PSF Accounting staff make updates as needed. Copies of the updated draft Form 990 are then distributed to the Board of Directors in electronic form for review and approval prior to electronic signature. Form 990, Part VI, Section B, Line 12c Each Director, Officer, and Key Employees must review and sign the conflict of interest policy and fill out a related questionnaire. The signed documents are kept by the Executive Director. The highest standards of ethics apply for all PSF Members, Officers, and Directors. Possible conflicts of interest are disclosed in writing to all decision-makers prior to any action. Directors, Officers, and Key Employees may recuse themselves from votes to avoid a conflict of interest; Board votes must pass by a majority of the disinterested directors. A full explanation of the conflict of interest policy can be found at the Python Software Foundation's website at https://www.python.org/psf/records/board/policies/conflict/. Form 990, Part VI, Section B, Line 15 Annually, the Board of Directors reviews the performance and compensation of the Executive Director. The Board Chair leads the review conducted with the Executive Committee. No person with a conflict of interest is involved in the performance review and compensation recommendation. Form 990, Part VI, Section C, Line 19 No changes have been made to the organizing or governing documents of the Python Software Foundation. Organizing and governing documents, as well as financial records, are available upon request and publicly available at python.org/psf/records. Form 990, Part IX, Line 14 The Python Software Foundation receives complimentary hosting and other information technology services from several providers including Fastly, Amazon Web Services, Digital Ocean, and Heroku. A major 2020 grant from Bloomberg along with other sponsorships funded a new Python Packaging Project Manager to identify and prioritize new feature development. Another major 2020 grant from Google funded a CPython Developer-in-Residence, who focused on CPython improvements and bug tracking and fixing. Form 990, Part X, Line 2 The Python Software Foundation (PSF) aims to maintain cash reserves to offset the risk of lower-than-expected attendance at PyCon or fluctuations in individual and corporate giving patterns. The Python Software Foundation filed a timely extension on Form 8868, which was accepted by the Internal Revenue Service on April 14, 2022.