Flo and Andreas,

Have you asked these questions to [email protected]?

https://meta.wikimedia.org/wiki/Wikimedia_Foundation_Community_Affairs_Committee/2023-05-18_Conversation_with_Trustees#Submit_your_questions

-LW

On Thu, May 11, 2023 at 12:22 PM Florence Devouard <[email protected]> wrote:
>
> Speaking of which... I was reading with a lot of interest the new policy 
> regarding severance packages...
>
>
> I read on the diff (1)
>
>
> "The guidelines have also provided an opportunity to better align our 
> processes globally when staff leave the Foundation. This includes a new 
> standardized severance policy for staff at all levels of one month of 
> severance pay for every year of their employment, up to nine months (unless 
> local laws require otherwise) – any exceptions require a joint recommendation 
> by the Head of Talent & Culture and the General Counsel, with final approval 
> from the CEO. The guidelines have allowed us to make these and other policies 
> more transparent to staff irrespective of where they live and work. "
>
>
> I suppose this decision was partly made because some staff did not benefit 
> from a severance package (or only from a very poor one), in particular in 
> cases of non-US based staff. If that's the case, it is a good move to 
> introduce more equity.
>
> Out of curiosity...
>
> 1) is the one month of severence pay entirely based on the last month salary, 
> or the last year salary, or does it take into account the previous years 
> (which were presumbly at lower salary) ?
>
> 2) for those staff who are "exceptions", is the agreement with the exception 
> done at the beginning of the tenure, at the end of the tenure (as part of the 
> departure discussion) or can be discussed-rediscussed at any time during the 
> agreement ?
>
> 3) do you plan to communicate on the number (or percentage) of staff who are 
> actually in the "exception" packages ? (no name obviously, but an idea of the 
> size of that segment. Because if the "exception" segment is 50% of the 700+ 
> staff, then equity is not it...)
>
> 4) do you plan to adopt a "maximum" for those in the exception segment (for 
> example, the standard is 1 month per year employed... to limit the severance 
> to equivalent "xx months of employed years")
>
> 5) last... is there an incentive system in place to invite WMF staff to make 
> donations to WMF or to the other Wikimedia entitites (such as doubling their 
> donations)
>
>
> Salaries at the WMF seem to have climbed tremendously the past few years (2). 
> Severance packages seriously climb as well. Many will turn a blind eye on 
> this, but I am sure you realize that others might be concerned.
> I fully understand and support the approach that would result in more equity 
> for WMF staff and recognise that this must be a challenge to implement due to 
> the diversity of countries they live in.
> I also recognise the need to make working for WMF appealing, hence 
> confortable packages.
> But still...Is there anything done to better address the serious escalation 
> of severance packages of the high level executives ? (beside inviting them to 
> leave asap they have been employed more than 5 years that is)
>
>
> Flo
>
>
> (1) 
> https://diff.wikimedia.org/2023/04/06/wikimedia-foundation-global-guidelines-policies-practices/
>
> (2) https://meta.wikimedia.org/wiki/Wikimedia_Foundation_salaries
>
>
> Le 09/05/2023 à 21:55, effe iets anders a écrit :
>
> I'm sure someone at the Foundation will have a better response, and you may 
> have puzzled this together yourself already, but we've seen in previous years 
> that the reported salary went up in the last year of someone's service, 
> possibly due to consulting fees and severance packages. Both Maher and Uzzell 
> left the Foundation in 2021. Typically the WMF has been cautious to give much 
> detail on this though (understandably).
>
> Lodewijk
>
> On Tue, May 9, 2023 at 10:03 AM Andreas Kolbe <[email protected]> wrote:
>>
>> Dear all,
>>
>> Page 49 of the new Form 990 (2021) shows the following total compensation 
>> figures for former CEO Katherine Maher and Janeen Uzzell in that year:
>>
>> $798,632 and $515,553 respectively. Both figures far exceed all prior 
>> records.
>>
>> https://upload.wikimedia.org/wikipedia/foundation/1/14/Wikimedia_Foundation_2021_Form_990.pdf#page=49
>>
>> The Form 990 now shows a total of six executives whose total compensation 
>> exceeded $400,000.
>>
>> For comparison, the Form 990 for the year before (2020) showed a total of 
>> eight executives whose total compensation exceeded $300,000:
>>
>> https://upload.wikimedia.org/wikipedia/foundation/e/e4/Wikimedia_Foundation_2020_Form_990.pdf#page=48
>>
>> These are interesting developments.
>>
>> Andreas
>>
>>
>> On Tue, May 9, 2023 at 4:25 PM Nataliia Tymkiv <[email protected]> wrote:
>>>
>>> Dear all,
>>>
>>>
>>> Today, the Wikimedia Foundation published the Form 990 [1], an 
>>> informational tax form required annually of all nonprofit organisations 
>>> based in the US. The Form 990 provides a financial overview of the 
>>> Foundation, including the balance sheet, revenue and expenses, as well as 
>>> grantmaking, governance, and other financial policies. It also includes 
>>> compensation information required for senior executives. This document is 
>>> reviewed by the Board each year before it is published on the Foundation 
>>> website.
>>>
>>>
>>> Because of reporting periods, the Form 990 provides a look back at the 
>>> activities and budget for the Foundation in prior years. This year’s Form 
>>> 990 covers last fiscal year (July 2021-June 2022), and for compensation 
>>> related reporting, it covers the 2021 calendar year. Because the Form 990 
>>> is a tax document with a complicated format, this year the Foundation has 
>>> also published a Diff post [2] that provides an overview of the different 
>>> sections of the form; an executive summary [3] of the Form, and an FAQ on 
>>> Meta [4].
>>>
>>>
>>> This year’s Form 990 contains several key takeaways:
>>>
>>>
>>> Growth in support of Wikimedia projects: In the 2021-2022 fiscal year, the 
>>> Foundation invested 77% in Program Services, an increase of 4 percentage 
>>> points as compared to fiscal year 2020–2021 of 73%. This measure reflects 
>>> how much of the organisation’s expenses are allocated towards the programs 
>>> and services that it exists to deliver. This surpasses third-party 
>>> standards for how much nonprofit organisations should spend on programs, 
>>> which should be the majority of their budget (more than 65% according to 
>>> the Better Business Bureau).
>>>
>>> Increase in community grants: During fiscal year 2021-2022, the 
>>> Foundation’s revenue received through donations and grants, totaled $164.2 
>>> million, a roughly $9 million increase from the prior fiscal year. The 
>>> Foundation increased its grants programme by 50%, from $10.1M in the prior 
>>> fiscal year to $15.2M in fiscal year 2021-2022.
>>>
>>> Comprehensive governance policies: The Foundation follows a number of best 
>>> practices for governance as an established nonprofit organisation. The Form 
>>> 990 includes a section confirming written policies regarding our approach 
>>> to conflicts of interest, protecting whistleblowers, guidelines for data 
>>> retention and governance practices, including those related to the 
>>> Foundation's Board structure, voting rights, and independence. These 
>>> governance policies and practices have helped the Foundation to receive the 
>>> highest rating from sites like Charity Navigator.
>>>
>>> Leadership Transition: This year’s Form 990 also reports on a period of 
>>> significant leadership transition at the Wikimedia Foundation, including 
>>> the CEO stepping down. The Form includes compensation information as well 
>>> as severance disclosures for Foundation executives who departed in 2021. 
>>> This January, the Wikimedia Foundation introduced a new standardised 
>>> severance policy, which was shared in a Diff post [5]. Separation payments 
>>> to two additional executives that precede the implementation of this 
>>> standardised policy will be disclosed in future Form 990s.
>>>
>>>
>>> Finally, the Form 990 is one of several documents that the Foundation 
>>> publishes each year, to provide more visibility into the budget and how the 
>>> Foundation allocates resources towards its work. In addition to the Form 
>>> 990, you can find additional information in this year’s Annual Plan, in the 
>>> Foundation’s Annual Report, and in a series of Diff posts about the 
>>> Foundation’s compensation practices, global guidelines, and our approach to 
>>> hiring.
>>>
>>>
>>> The Community Affairs Committee of the Board will host its regular Open 
>>> Conversation with Trustees next Thursday May 18 at 1800 UTC where this 
>>> topic will be on the agenda along with a final opportunity for feedback on 
>>> the Foundation’s Annual Plan. Questions about the Form 990 are invited on 
>>> the talk page on Meta.
>>> [1] https://wikimediafoundation.org/about/financial-reports/#a2-2021-2022
>>> [2] 
>>> https://diff.wikimedia.org/2023/05/09/highlights-of-form-990-for-the-wikimedia-foundation/
>>> [3] 
>>> https://meta.wikimedia.org/wiki/IRS_tax_related_information/2021_Wikimedia_Foundation_Form_990_Frequently_Asked_Questions#FY_2021-2022_Form_990:_Executive_Summary
>>> [4] 
>>> https://meta.wikimedia.org/wiki/IRS_tax_related_information/2021_Wikimedia_Foundation_Form_990_Frequently_Asked_Questions#Overview
>>> [5] 
>>> https://diff.wikimedia.org/2023/04/06/wikimedia-foundation-global-guidelines-policies-practices/
>>>
>>> Best regards,
>>> antanana / Nataliia Tymkiv
>>> Chair, Wikimedia Foundation Board of Trustees
>>> NOTICE: You may have received this message outside of your normal working 
>>> hours/days, as I usually can work more as a volunteer during weekend. You 
>>> should not feel obligated to answer it during your days off. Thank you in 
>>> advance!
>>>
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>>
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