2018-11-15T22:26:54-07:00 2017-12-31 990 2017-01-01 043594598 Python Software Foundation PYTH 6035690493 9450 SW Gemini Dr ECM 90772 Beaverton OR 97008 Kurt Kaiser Treasurer 6036016091 2018-01-15 70.16.99.34 2017 2019-02-21 02:37:17Z Naomi Ceder 9450 SW Gemini Dr Beaverton OR 97008 2883257 0 X www.python.org/psf/ X 2001 DE To develop and control the Python programming language intellectual property and advance and promote the use of Python. 12 11 5 500 0 0 312500 644252 2118969 2236273 699 840 186 -10844 2432354 2870521 385445 365735 0 0 381386 388970 0 0 40707 1425770 1720630 2192601 2475335 239753 395186 2500606 3289518 634874 1028600 1865732 2260918 X To develop and control the Python programming language and associated intellectual property and to advance and promote the use of Python. 0 0 1727955 85689 2232292 PyCon 2017 was held May 09 - May 17 in Portland OR at the Oregon Convention Center. Two days of Python tutorials and a Python Language Summit preceded the three day core conference, and four days of programming sprints followed. This conference draws Python developers world-wide, providing them opportunities to learn about significant advances in the Python Community and to meet and network with fellow developers. Education sessions are presented on multiple tracks to address topics of interest at all levels, from object-oriented programming to sophisticated web development and scientific computation. 334657 334657 0 Awarded grants to worldwide conferences, workshops, education, and training programs related to the establishment and promotion of the free and open source programming language Python. The Python Software Foundation encouraged diversity with grants to PyLadies and Django Girls workshops. Supported local Python group meetup subscriptions. Included grants to the following major conferences: PyCon Australia, PyCon Korea, PyCon Italia, PyCon PL, EuroPython, Python Brazil Conference, and PyCon Pune India. 14059 0 56079 The Foundation provides fiscal sponsorship for local Python user groups in the United States. These groups hold regular education and networking meetings and/or present regional Python conferences. Sponsored groups in 2017: Boston Python, DesertPy, IndyPy, PhillyPUG, PuPPy, PyArkansas, PyCarolinas, PyLadies, PyMNtos, PyTexas, and Python San Diego. 32291 0 190525 Programming development efforts to advance and maintain the core Python language, its associated libraries, and significant allied projects central to the Python community. Includes the Packaging Work Group, which focuses improving and maintaining the Python packaging ecosystem. 6508 0 0 Community Service Awards are a formal way for the PSF Board of Directors to offer recognition of work which significantly improves the Foundation's fulfillment of its mission and benefits the broader Python community. 38799 0 190525 2115470 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X Kurt B Kaiser 6035690493 16 Allen Road Wolfeboro NH 03894 Naomi Ceder Chair 4.00 0 X X 0 0 0 Van Lindberg Vice Chair, General Counsel 2 0 X X 0 0 0 Ewa Jodlowska Secretary, Director of Operations 40 0 X X X 108444 0 0 Krushal Das Director 2 0 X 0 0 0 Paul Hildebrandt Director 2 0 X 0 0 0 Eric Holscher Director 2 0 X 0 0 0 Trey Hunner Director 2 0 X 0 0 0 Jackie Kazil Director 2 0 X 0 0 0 Lorena Mesa Director 2 0 X 0 0 0 Marlene Mhangami Director 2 0 X 0 0 0 Paola Katherine Pacheco Director 2 0 X 0 0 0 Kenneth Reitz Director 2 0 X 0 0 0 Thomas Wouters Director 2 0 X 0 0 0 Ernest W Durbin III PyCon Chair 2 0 X 8000 0 0 Kurt B Kaiser Treasurer 20 0 X 75000 0 0 Guido van Rossum President 2 0 X 0 0 0 Betsy Waliszewski Assistant Secretary, Event Coordinator 40 0 X 86816 0 0 278260 0 0 1 0 0 0 0 0 10018 21275 0 0 612959 0 644252 PyCon Conference 813920 2236273 2236273 0 0 0 0 0 0 2236273 840 0 0 840 0 0 0 0 162 162 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1730 21275 12736 -11006 0 -11006 0 0 0 0 0 0 0 0 0 0 0 0 0 2870521 2236435 0 -10166 28924 28924 93802 93802 243009 243009 0 0 183443 60096 114763 8584 0 0 0 0 166742 66283 78729 21730 0 0 0 0 12326 4205 8035 86 26459 9667 14472 2320 35 0 35 0 34400 0 34400 0 4669 0 4669 0 0 0 0 0 0 0 0 0 0 0 1515 0 1515 0 7078 7078 0 0 8239 246 7872 121 39891 22053 17838 0 0 0 0 0 9516 0 9516 0 58189 42819 15370 0 0 0 0 0 1450155 1445140 1605 3410 0 0 0 0 0 0 0 0 4784 0 4784 0 3791 840 2571 380 Bad debt expense 1720 0 0 1720 Bank and credit card fees 90020 84800 2864 2356 Community Awards 6508 6508 0 0 Other taxes 120 0 120 0 0 0 0 0 2475335 2115470 319158 40707 1223875 1064198 1012333 1484796 0 0 219490 318682 0 0 0 0 0 667 0 0 40124 421175 93952 93952 4784 0 0 0 0 0 0 2500606 3289518 49744 455898 0 10155 585130 562547 0 0 0 0 0 0 0 0 0 0 634874 1028600 X 1823533 2049184 42199 211734 0 0 1865732 2260918 2500606 3289518 395186 0 0 0 0 0 X 0 0 0 X 235650 258605 343105 341201 645982 1824543 0 0 0 0 0 0 0 0 0 0 0 0 235650 258605 343105 341201 645982 1824543 459446 1365097 727 396 263 186 840 2412 0 0 0 0 0 0 1562 413 574 699 162 3410 1830365 9935012 0.74581 0.93715 X Schedule A, Part II, Line 10 Python Cookbook Royalties 0 0 0 0 0 0 0 0 0 0 0 29363 0 29363 0 64589 0 64589 0 0 1 Central America and the Caribbean 0 0 Grantmaking 3798 East Asia and the Pacific 0 0 Grantmaking 30610 Middle East and North Africa 0 0 Grantmaking 73386 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking 6828 Russia and the newly independent States 0 0 Grantmaking 7850 South America 0 0 Grantmaking 33522 South Asia 0 0 Grantmaking 20083 Sub-Saharan Africa 0 0 Grantmaking 66364 0 0 242441 East Asia and the Pacific Grant to PyCon Australia August 2017 5500 Wire Transfer 0 N/A N/A East Asia and the Pacific Grant for Pycon Korea from August 12-15, 2017 6400 Wire Transfer 0 N/A N/A Europe (including Iceland and Greenland) Grant for PyCon Italia in Florence, Italy 5052 Wire Transfer 0 N/A N/A Europe (including Iceland and Greenland) Grant for PyCon PL and PyLadies PL in Ossa, Poland from August 17-20, 2017 5100 Wire Transfer 0 N/A N/A Europe (including Iceland and Greenland) Grant for Europython in Rimini, Italy from July 9 - 16, 2017 8770 Wire Transfer 0 N/A N/A South America Grant for Caipyra in Ribeirao Preto, Brazil from June 23 to 27 amd Python Brazil 13 Conference in Belo Horizonte, Brazil from October 6-11, 2017. 6700 Wire Transfer N/A N/A South Asia Grant for PyCon Pune in Pune India from February 8 - 12, 2018 9000 Wire Transfer 0 N/A N/A Sub-Saharan Africa Grants for Afro-Django Initiative, including AfroPyvasity Conference in Kampala, Uganda on November 24, 2017Raspberry Pi Training at Gulu University May 19-21, 2017, Python Kids Training program in Kampala, Uganda on October 23, 2017 9900 Wire Transfer 0 N/A N/A 0 8 Grant for Development on Python.org Russia and the newly independent States 1 7633 Wire Transfer 0 N/A N/A 0 0 0 0 0 0 Schedule F, Part I, Line 2 Grant applicants apply to Python Software Foundation 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 Python Software Foundation Board or Grants working group committee of the Board determines whether to approve the grant application and at what amount. Grant applicants are notified by Python Software Foundation staff whether their grant has been approved and at what amount. Grant recipients invoice the Python Software Foundation. The Controller ensures that the invoice matches the approved grant and issues payment using the grant recipient's choice of check, PayPal, ACH, or wire transfer; payments are not made in cash. Cash accounts related to expenditure of grant funds are reconciled by the Treasurer or Controller of Python Software Foundation. Grant recipients are asked to provide post-event reports. Beginning in mid-2017, the Python Software Foundation implemented a customer resource management system to track the grant life cycle from application to payment. PyLadies Auction-PyCon 23005 21275 1730 0 0 2162 10574 0 0 0 0 23005 21275 1730 0 0 2162 10574 0 0 12736 -11006 1 PyCon Conference Travel Grants/Financial Aid 135 85689 0 N/A N/A Grant for CPython Sprints in San Francisco Bay Area, September 4-9 2017 20 6605 0 N/A N/A Schedule I, Part I, Line 2 Grant applicants apply to Python Software Foundation 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 Python Software Foundation Board or Grants working group committee of the Board determines whether to approve the grant application and at what amount. Grant applicants are notified by Python Software Foundation staff whether their grant has been approved and at what amount. Grant recipients invoice the Python Software Foundation. The Controller ensures that the invoice matches the approved grant and issues payment using the grant recipient's choice of check, PayPal, ACH, or wire transfer; payments are not made in cash. Cash accounts related to expenditure of grant funds are reconciled by the Treasurer or Controller of Python Software Foundation. Beginning in mid-2017, the Python Software Foundation implemented a customer resource management system to track the grant life cycle from application to payment. The Python Software Foundation awards travel grants to the annual PyCon to allow individuals to attend the conference who could not otherwise attend. Grant recipients are asked to provide post-event reports. Beginning in mid-2017, the Python Software Foundation implemented a customer resource management system to track the grant life cycle from application to payment. Travel grant applicants apply online. Awards are determined by a PyCon volunteer committee based on financial need and notifications are sent by email. Once travel grant applicants accept their travel grant award, the Python Software Foundation ensures that the travel grant award is valid by checking electronically-submitted receipts, confirming that the travel grant recipient attended the conference, and confirming the identity of each applicant. Travel grant recipients select the payment method, which is made by the Controller. 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, 2017, all activities fit into the Python Software Foundation's approved tax-exempt mission. Form 990, Part VI, Section A, Line 4 The Python Software Foundation changed the method and frequency of annual Board of Directors elections. First, the Board of Directors was split into three classes with staggered terms to avoid excessive turnover; instead of every Board member being up for election each year, only one class, or one-third, of Board members are up for election each year. Second, an additional "at-large" Director position was added due to a tie vote, bringing the total "at-large" Directors to 12 from 11. Third, two "Officer Director" positions were created. The original Officer Directors will correspond to the offices of Director of Operations and General Counsel. Under this proposed change, Officer Directors are subject to an initial vote during the current cycle. Fourth, Officer Director may be removed if they: a) fail an approval vote, held on at least the same schedule as class A directors; b) leave the office associated with the officer director position; or c) fail a no-confidence vote by the at-large directors. Fourth, the by-laws now explicity delegate the ability to set compensation for the Board of Directors. Form 990, Part VI, Section A, Line 6 The Python Software Foundation has individual members and sponsoring members. Form 990, Part VI, Section A, Line 7a There are six (6) classes of members of the corporation, denoted as Basic Members, Supporting Members, Sponsor Members, Managing Members, Contributing Members, and Fellows. Basic Members have no voting rights. The other five classes of membership have voting rights to approve Sponsor Members and elect Fellows and the Board of Directors. Election of Fellows and the Board of Directors is subject to vote by those members having voting rights. Sponsoring Members recommended by the Board of Directors are subject to approval by those members having voting rights. Form 990, Part VI, Section B, Line 11b The Form 990 and associated schedules are prepared by the Treasurer and the Controller. Copies of the draft Form 990 (including required schedules) will be distributed to the Board Chair, Co-Chair, Legal Counsel, Executive Director, and Controller in electronic form for review and approval. Copies of the updated draft Form 990 are then distributed to the Board of Directors in electronic form for review and approval. Form 990, Part VI, Section B, Line 12c Each Director, Officer, and Key Employee must review and sign the conflict of interest policy and fill out a related questionnaire. The signed documents are kept by the Director of Operations. 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 Director of Operations. 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 The organization makes its records publicly available on its website at python.org/psf/records. The Python Software Foundation filed a timely extension.