2023-01-30T14:19:35-06:00 2022-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2021-07-01 770507525 COMPUTER HISTORY MUSEUM COMP 6508101010 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 GEORGE HOLMES CFO 6508101010 2023-01-25 1 GEORGE HOLMES 999009999 KATY BROWN P00650274 9257902600 2023-01-25 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z DAN'L LEWIN 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 11034387 0 X WWW.COMPUTERHISTORY.ORG X 1999 CA CHM DECODES TECHNOLOGY - ITS COMPUTING PAST, DIGITAL PRESENT, AND FUTURE IMPACT ON HUMANITY. 38 38 62 55 212938 50006 10264401 8286315 22340 228786 -5407 112707 233027 905599 10514361 9533407 100000 0 0 0 6849120 7093008 0 0 1168009 6216826 6837085 13165946 13930093 -2651585 -4396686 77337441 71201906 14028353 14334294 63309088 56867612 X CHM DECODES TECHNOLOGY - ITS COMPUTING PAST, DIGITAL PRESENT, AND FUTURE IMPACT ON HUMANITY. 0 0 2388300 13718 COLLECTIONS AND RESEARCH - SEE SCHEDULE OCOLLECTIONS AND RESEARCH:CHM STEWARDS THE WORLD'S FOREMOST COLLECTION OF COMPUTING ARTIFACTS AND ORAL HISTORIES TO GENERATE PROFOUND INSIGHTS GROUNDED IN HISTORY. WE ADVANCE KNOWLEDGE AND THE EXCHANGE OF IDEAS THROUGH FOCUSED RESEARCH AND SCHOLARSHIP.CHM'S COMPREHENSIVE COLLECTION OF OVER A MILLION ARTIFACTS, DOCUMENTS, PHOTOGRAPHS, MOVING IMAGES, DIGITAL OBJECTS, AND ORAL HISTORIES LIES AT THE HEART OF EVERYTHING WE DO. THE COLLECTION COVERS A VAST ARRAY OF ICONIC COMPUTERS AND COMPANIES, FROM AN APPLE-1 COMPUTER TO THE LATEST TRILLION-TRANSISTOR AI COMPUTER-ON-A-CHIP. THE MUSEUM'S INVALUABLE COLLECTION OF 1,100 ORAL HISTORIES AND ARCHIVAL COLLECTIONS BRING CRITICAL HISTORIES AND PERSONAL STORIES TO LIGHT.AT THE CORE OF CHM'S PRESERVATION AND ACCESS EFFORTS IS THE SHUSTEK RESEARCH ARCHIVES, THE MUSEUM'S 25,000-SQUARE-FOOT RESEARCH AND STORAGE FACILITY. ESTABLISHED IN 2015 AND NAMED FOR MUSEUM FOUNDER LEN SHUSTEK, THE SHUSTEK RESEARCH ARCHIVES HOUSES THE MUSEUM'S ACQUISITIONS, ARCHIVAL COLLECTIONS, SOFTWARE PRESERVATION, AND RESEARCH OPERATIONS. THE FACILITY PROMOTES ACCESS TO AND PRESERVATION OF CHM'S WORLD-CLASS COLLECTIONS WITH ACQUISITIONS RECEIVING, DIGITIZATION WORKSTATIONS, AND STUDY SPACE FOR VISITING SCHOLARS. THE SHUSTEK RESEARCH ARCHIVES NORMALLY RECEIVES VISITS FROM RESEARCHERS BUT WAS CLOSED DURING MOST OF THE YEAR DUE TO THE PANDEMIC. HOWEVER, ITS ARCHIVAL STAFF FULFILLED APPROXIMATELY 400 ANNUAL RESEARCH AND COLLECTION QUERIES.CHM'S CENTERS OF EXPERTISE ADVANCE UNDERSTANDING OF TECHNOLOGY THROUGH RESEARCH, PUBLISHING, AND PROGRAMMING EFFORTS THAT BUILD COMMUNITY, DISSEMINATE KNOWLEDGE, AND OFFER UNIQUE INSIGHTS. CHM'S CENTERS AMPLIFY EXISTING WORK AND PROVIDE NEW LENSES INTO TECHNOLOGY THAT CONNECT THE DOTS FROM THE PAST WITH A VISION OF THE FUTURE. CHM'S EXPONENTIAL CENTER IS DEDICATED TO CAPTURING THE LEGACY AND ADVANCING THE FUTURE OF ENTREPRENEURSHIP AND INNOVATION, AND ITS SOFTWARE HISTORY CENTER IS DEDICATED TO INTERPRETING THE TRANSFORMATIONAL EFFECTS OF SOFTWARE ON THE HUMAN EXPERIENCE. BOTH WERE ESTABLISHED IN 2016. 5204783 215068 EXHIBITIONS - SEE SCHEDULE OEXHIBITIONS:THROUGH COMPREHENSIVE AND TIMELY EXHIBITS, INTERACTIVE LEARNING EXPERIENCES, DYNAMIC PROGRAMMING, THOUGHT-PROVOKING PUBLICATIONS, AND ORIGINAL MEDIA PRODUCTIONS, CHM FACILITATES LEARNING AND ENCOURAGES PERSONAL CONNECTIONS WITH THE HISTORY OF COMPUTING AND THE POSSIBILITIES OF TECHNOLOGY.THE MUSEUM HAS MORE THAN 40,000 SQUARE FEET OF EXHIBIT HALLS DESIGNED TO ENGAGE, EDUCATE, AND ENTERTAIN THE GENERAL PUBLIC. SIGNATURE EXHIBITS INCLUDE REVOLUTION: THE FIRST 2000 YEARS OF COMPUTING AND MAKE SOFTWARE: CHANGE THE WORLD. ADDITIONALLY, GUESTS EXPERIENCED A NEW TEMPORARY EXHIBIT SPACE, "THE STUDIO," WHICH FEATURES HISTORIC AND PRESENT-DAY ARTIFACTS AND EXPERIENCES AT THE INTERSECTION OF CREATIVITY AND TECHNOLOGY. FINALLY, VISITORS ENJOYED THE RESTORATIONS OF HISTORIC MACHINES IN ACTION IN THE IBM 1401 AND PDP-1 DEMO LABS.DUE TO THE COVID-19 PANDEMIC, THE MUSEUM CLOSED ITS DOORS FOR MOST OF THE FISCAL YEAR TO ALL ON-SITE ACTIVITIES AND EVENTS FOR THE SAFETY OF ITS GUESTS, STAFF, AND VOLUNTEERS. THE MUSEUM RE-OPENED IN FEBRUARY 2022 (INITIALLY ON WEEKENDS THROUGH MAY 2022) AND REMAINED OPEN THROUGH THE REMAINDER OF THE FISCAL YEAR. DURING THE MONTHS CHM WAS OPEN, ABOUT 17,000 VISITORS CAME TO THE MUSEUM, COMPARED TO THE 130,000 WHO WOULD VISIT ANNUALLY PRE-COVID. WHILE THE MUSEUM REMAINED CLOSED, CHM'S ONGOING GOAL OF ENGAGING WITH AUDIENCES BEYOND ITS WALLS WAS ACCOMPLISHED THROUGH A RICH SERIES OF EDITORIAL AND PUBLISHING ENDEAVORS THAT REACHED GLOBAL AUDIENCES. THE CHM WEBSITE, THE DIGITAL PORTAL TO ITS EXHIBITS, BLOGS, TIMELINES, EVENTS, AND MORE RECEIVED VISITS FROM PEOPLE IN MORE THAN 200 COUNTRIES AND TERRITORIES WORLDWIDE, WITH APPROXIMATELY 7 MILLION PAGE VIEWS IN FISCAL 2022. THE SITE HAS HAD MORE THAN 111 MILLION VIEWS SINCE ITS INCEPTION.CHM'S DIGITAL DISTRIBUTION AND SOCIAL MEDIA CHANNELS INCLUDED 167,000 FOLLOWERS FROM FACEBOOK, TWITTER, INSTAGRAM, LINKEDIN, AND MEDIUM. THE CHM YOUTUBE CHANNEL, WHICH RECEIVED 3.4 MILLION ANNUAL VIEWS FOR ITS 1,656 PUBLISHED VIDEOS, HAS NOW GROWN TO APPROXIMATELY 125,000 SUBSCRIBERS AND 18 MILLION VIEWS SINCE IT DEBUTED IN 2007. THE INSTITUTION'S SUITE OF PUBLISHING PLATFORMS INCLUDES THE CHM BLOG, WHICH HAD MORE THAN 325,000 VIEWS IN FISCAL 2022, AND ITS DIGITAL MEDIUM AND CORE+ PLATFORMS. SINCE BEING INTRODUCED IN 2017, THESE TWO FORUMS HAVE PUBLISHED 100 STORIES AND HAVE 7,000 REGULAR FOLLOWERS. ALONG WITH THE MUSEUM'S SIGNATURE PUBLICATION CORE MAGAZINE, THESE EDITORIAL FORUMS PUBLISH THOUGHT PIECES, RESEARCH ESSAYS, AND ARTICLES ON COMPUTING HISTORY BY CHM'S COMMUNITY OF CURATORS, JOURNALISTS, AND ACADEMICS. PUBLISHED ON ISSUU, THE PAST SEVEN CORE MAGAZINES HAVE BEEN READ BY MORE THAN 70,000 PEOPLE. 3231990 45023 PUBLIC PROGRAMMING - SEE SCHEDULE OPUBLIC PROGRAMMING:CHM CONVENES DIALOGUE AND STIMULATES DEBATE THROUGH PUBLIC AND COMMUNITY PROGRAMMING TO ENCOURAGE CIVIC DISCOURSE ABOUT CRITICAL ISSUES AND TO INSPIRE THE NEXT GENERATION OF CREATORS AND INNOVATORS.LIVE PROGRAMMING AND PUBLIC EVENTS CONVENE TODAY'S THOUGHT LEADERS, ENTREPRENEURS, HISTORIANS, SCHOLARS, AUTHORS, COMPANY FOUNDERS, AND JOURNALISTS FROM A WIDE VARIETY OF FIELDS AND DISCIPLINES. CHM'S LIVE PROGRAMMING SERIES CONNECTS ITS COMMUNITY WITH DIVERSE VIEWPOINTS AND UNIQUE PERSPECTIVES AT THE INTERSECTION OF TECHNOLOGY AND HUMANITY. IN FISCAL 2022, CHM PRODUCED 22 HYBRID EVENTS WITH 9,657 ATTENDEES. NOTABLE PROGRAMS INCLUDED "EDUCATING THE PLANET WITH SOCIAL ENTREPRENEUR SAL KHAN; EVENTS FOCUSING ON INCLUSION, DIVERSITY, EQUITY, AND ACCESS (IDEA), INCLUDING A FORUM FOR BAY AREA MUSEUM PROFESSIONALS ON DRIVING SOCIAL CHANGE AND "REVEALING LOST WOMAN OF SCIENCE KLARI DAN VON NEUMANN; "BUILDING GREAT THINGS" WITH INNOVATOR AND ENTREPRENEUR TONY FADELL; A SPECIAL SCREENING AND PANEL DISCUSSION OF THE DOCUMENTARY SPRINGBOARD; "THE POWER LAW OF VENTURE CAPITAL" WITH NEW YORK TIMES BESTSELLING AUTHOR SEBASTIAN MALLABY AND LEADING VENTURE CAPITALISTS ROELOF BOTHA AND AILEEN LEE; AND "AI 2041" WITH LEADING ARTIFICIAL INTELLIGENCE EXPERT KAI-FU LEE. THE 2022 PROGRAMMING CALENDAR ALSO HONORED CHM FELLOW AWARD RECIPIENTS ANDY VAN DAM AND LILLIAN SCHWARTZ THROUGH AN INTERACTIVE DIGITAL PLATFORM ACCESSIBLE BY A GLOBAL AUDIENCE.IN FY22, THE COVID-19 PANDEMIC DID NOT ALLOW THE MUSEUM TO HOLD ITS ON-SITE PROGRAMS FOR SCHOOL AND COMMUNITY GROUPS, INCLUDING FIELD TRIP DAYS FOR STUDENTS FROM TITLE I SCHOOLS AND K-12 WORKSHOPS. WITH THE DOORS CLOSED, CHM SUPPORTED A SUITE OF VIRTUAL EDUCATIONAL PROGRAMS AND RESOURCES TO MEET THE NEEDS OF LEARNERS OF ALL AGES. THESE INCLUDED: #MYCHMEXHIBIT CHALLENGE WHERE YOUTH PARTICIPANTS CAN CREATE THEIR VERY OWN EXHIBIT AT HOME. INSTRUCTION, ADVICE, AND RESOURCES ARE MADE AVAILABLE TO LET PARTICIPANTS LEARN TO BE CURATORS, REGISTRARS, EXPERIENCE DESIGNERS, AND FILMMAKERS. "REVOLUTION: VIRTUAL SCAVENGER HUNT" ENGAGES A TARGET AUDIENCE OF STUDENTS IN GRADES 6 THROUGH 12 ON A VIRTUAL EDUCATIONAL JOURNEY THROUGH THE MUSEUM'S SIGNATURE REVOLUTION EXHIBIT; AND "RESOURCES ON INNOVATION AND ENTREPRENEURSHIP" SERVES COLLEGE AND ADULT AUDIENCES WITH UNIQUE CURRICULA ON TOPICS SUCH AS INNOVATION, ENTREPRENEURSHIP, AND THE SILICON VALLEY ECOSYSTEM MODEL. IN LATE 2021, CHM ALSO LAUNCHED "THE GREAT TECH STORY, THE WORLD IN MINECRAFT: EDUCATION EDITION". "THE GREAT TECH STORY" INSPIRES STUDENTS AGES 8-18 AS THEY EXPLORE THE AMAZING STORY OF COMPUTING HISTORY AND INVITES THEM TO INTERACT WITH TECH PEOPLE AND IDEAS THAT ARE CHANGING THE WORLD TODAY. "THE GREAT TECH STORY" WAS PLAYED FOR MORE THAN 83,000 HOURS IN MORE THAN 235,000 UNIQUE SESSIONS IN FY22. THE GAME HAS REACHED PLAYERS AROUND THE WORLD, INCLUDING AUSTRALIA, NORWAY, CANADA, AND THE UK. IN ADDITION, CHM HOSTED THREE WEBINARS TO ORIENT EDUCATORS TO "THE GREAT TECH STORY". EACH WEBINAR WAS RECORDED TO PROVIDE ACCESS TO FUTURE VIEWERS. 10825073 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 17 0 1 62 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 38 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X GEORGE HOLMES 6508101008 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 STEPHEN SMITH BOARD MEMBER/CHAIR OF THE BOARD 1.00 X X 0 0 0 DAVID HOUSE BOARD MEMBER/VICE CHAIR OF BOARD 1.00 X X 0 0 0 GREGORY PAPADOPOULOS BOARD MEMBER/VICE CHAIR OF BOARD 1.00 X X 0 0 0 LARRY SONSINI BOARD MEMBER/VICE CHAIR OF BOARD 1.00 X X 0 0 0 DAVID EMERSON BOARD MEMBER/SECRETARY OF THE BOARD 1.00 X X 0 0 0 DAVID ANDERSON BOARD MEMBER (THRU 04/22) 1.00 X 0 0 0 GREGORY BADROS BOARD MEMBER 1.00 X 0 0 0 CHITRA BALASUBRAMANIAN BOARD MEMBER 1.00 X 0 0 0 C GORDON BELL BOARD MEMBER 1.00 X 0 0 0 ANDREA CUNNINGHAM BOARD MEMBER 1.00 X 0 0 0 PAUL DAUGHERTY BOARD MEMBER 1.00 X 0 0 0 JOHN DURANT BOARD MEMBER (AS OF 04/22) 1.00 X 0 0 0 CAROLINE DONAHUE BOARD MEMBER (THRU 04/22) 1.00 X 0 0 0 EILEEN FAGAN BOARD MEMBER 1.00 X 0 0 0 CHRIS FRALIC BOARD MEMBER (THRU 04/22) 1.00 X 0 0 0 THOMAS FRIEL BOARD MEMBER 1.00 X 0 0 0 PAUL GRAY BOARD MEMBER (THRU 04/22) 1.00 X 0 0 0 WILLIAM HARDING BOARD MEMBER 1.00 X 0 0 0 DOROTHY HAYES BOARD MEMBER 1.00 X 0 0 0 GARDNER HENDRIE BOARD MEMBER 1.00 X 0 0 0 JOSEPH HURD BOARD MEMBER 1.00 X 0 0 0 BOBBY JOHNSON BOARD MEMBER 1.00 X 0 0 0 PETER KARPAS BOARD MEMBER 1.00 X 0 0 0 DAVID MARTIN BOARD MEMBER 1.00 X 0 0 0 JOHN MASHEY BOARD MEMBER 1.00 X 0 0 0 LORE HARP MCGOVERN BOARD MEMBER 1.00 X 0 0 0 DEBBY MEREDITH BOARD MEMBER 1.00 X 0 0 0 SANJAY NAIR BOARD MEMBER 1.00 X 0 0 0 IKE NASSI BOARD MEMBER 1.00 X 0 0 0 DONALD PROCTOR BOARD MEMBER 1.00 X 0 0 0 RICHARD REDELFS BOARD MEMBER 1.00 X 0 0 0 DAVE ROSSETTI BOARD MEMBER 1.00 X 0 0 0 RAY ROTHROCK BOARD MEMBER 1.00 X 0 0 0 DIANE SOUVAINE BOARD MEMBER 1.00 X 0 0 0 ERIN TEAGUE BOARD MEMBER 1.00 X 0 0 0 ROBERT THEIS BOARD MEMBER (THRU 04/22) 1.00 X 0 0 0 ANGELA TRAN BOARD MEMBER 1.00 X 0 0 0 JANET WONG BOARD MEMBER 1.00 X 0 0 0 DAVID YARNOLD BOARD MEMBER 1.00 X 0 0 0 LAURIE YOLER BOARD MEMBER 1.00 X 0 0 0 GRANT SAVIERS BOARD MEMBER 1.00 X 0 0 0 LEWIS C LEE BOARD MEMBER (AS OF 01/22) 1.00 X 0 0 0 MARYANNA SAENKO BOARD MEMBER (AS OF 01/22) 1.00 X 0 0 0 NANCY DUARTE BOARD MEMBER (THRU 01/22) 1.00 X 0 0 0 DAN'L LEWIN CEO & PRESIDENT 40.00 X 436610 0 57621 MICHELLE MERTZ CDO, VP DEVELOPMENT 40.00 X 251071 0 23226 MARGUERITE GONG HANCOCK VP INNOVATION 40.00 X 213923 0 24447 GEORGE HOLMES CFO, VP FINANCE 40.00 X 204982 0 28717 DAVE EVANS CIO, VP INFORMATION TECH 40.00 X 197728 0 31092 GARY MATSUSHITA VP OPERATIONS 40.00 X 162982 0 26747 KIRSTEN TASHEV VP COLLECTIONS & EXHIBITION 40.00 X 181567 0 5557 MARIE JACKSON CMO, VP MARKETING (THRU 07/21) 40.00 X 124290 0 10255 ALYSSA ALLEN CHIEF BUSINESS OFFICER (11/21-02/22) 40.00 X 29216 0 0 MICHELLE FOSTER DIRECTOR, PHILANTHROPY 40.00 X 155508 0 37083 JOHN BISCEVIC DIRECTOR, IT STRATEGY & PROGRAM MGMT 40.00 X 135564 0 17744 JAMES AMARAL CONTROLLER 40.00 X 126988 0 21628 ANGES TONG DIRECTOR, FINANCE SYSTEMS 40.00 X 122152 0 20620 PAULA JABLONER SR DIRECTOR, RESEARCH ARCHIVES 40.00 X 126102 0 15823 2468683 0 320560 22 0 1 0 OLMSTEAD PRODUCTIONS INC E2K 445 N WHISMAN ROAD SUITE 100 MOUNTAIN VIEW CA 94043 VIRTUAL EVENTS PRODUCTION 607477 DANIEL J EDELMAN INC 200 E RANDOLPH DRIVE FLOOR 63 CHICAGO IL 60601 MARKETING SYSTEMS CONSULTATION 316425 SUPREME BUILDING MAINTENANCE 2731 JUNCTION AVE PO BOX 641383 SAN JOSE CA 95164 JANITORIAL, MAINTENANCE & CONSTRUCTION 240032 SALESFORCECOM INC PO BOX 203141 DALLAS TX 753203141 SOFTWARE LICENSING 200931 ADT SECURITY CORP PO BOX 382109 PITTSBURGH PA 15251 FACILITIES SECURITY SYSTEM 167098 9 187564 598309 7500442 802407 8286315 EXHIBITIONS-GATE SALES 713990 215068 215068 COLLECTIONS & RESEARCH 713990 13718 13718 228786 116219 115473 746 1152597 304758 847839 847839 97465 750374 1143439 1146951 -3512 -3512 -3512 107031 49271 57760 45023 12737 9533407 273809 212938 760345 X 1989210 1143481 562396 283333 3977235 3098737 461819 416679 70769 45862 20543 4364 645054 523025 58477 63552 410740 304748 61082 44910 990 990 61166 61166 1504331 1078474 168850 257007 84992 41577 5163 38252 278424 207507 47164 23753 507973 437404 47703 22866 1168517 1087300 81217 27287 23393 3505 389 159598 48089 111509 2371292 2228759 130307 12226 75488 69653 5835 LECTURE & FELLOWS 426386 426386 BOND-RELATED FEES 105019 105019 ARTIFACT COLLECTION 49329 49329 16293 11349 4266 678 13930093 10825073 1937011 1168009 4382674 2421930 2075415 2573850 578182 658309 6989 305353 99567 84928 245901 361120 67668825 36673972 32838350 30994853 36841036 33768280 269327 33283 77337441 71201906 1621572 1468925 424957 1060970 6942478 6947602 5039346 4856797 14028353 14334294 X 45436487 41060137 17872601 15807475 63309088 56867612 77337441 71201906 -4396686 -2044790 0 X X 0 1 X 1 0 X 8265827 6907389 8939262 10264401 8286315 42663194 8265827 6907389 8939262 10264401 8286315 42663194 7998738 34664456 2004724 1957518 1446366 270866 973017 6652491 38760 0 50006 88766 87930 116772 64992 12737 282431 49686882 4050421 0.69770 0.68330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CAFE RENT - 2017 AMOUNT: $ 87,930. 2018 AMOUNT: $ 116,772. 2019 AMOUNT: $ 64,992. 2021 AMOUNT: $ 12,737. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 38437279 -1929767 1297706 35209806 32416342 8409227 2388290 38437279 32515658 1201693 1301009 32416342 32656586 1169014 1309942 32515658 31208662 2737640 1289716 32656586 0.60230 0.39770 0.00000 0 0 15393498 15393498 33502282 21077033 12425249 1102868 849068 253800 17670177 14747871 2922306 30994853 DIVERSIFIED MULTI-ASSET FUNDS 33768280 F 33768280 X 7842646 -2044790 -2044790 9887436 -354029 -354029 9533407 14284122 354029 354029 13930093 0 13930093 PART III, LINE 1A: THE MUSEUM'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. SOME ITEMS ARE IN THE PROCESS OF BEING CATALOGUED. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THE SALE OF ANY COLLECTION ITEM TO BE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTIONS. THE ACCESSIONED ITEMS IN THE COLLECTION UNDERGO A RIGOROUS REVIEW PROCESS WITH APPROVAL BY A SUBCOMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO DEACCESSIONING. THE PROCESS IS IN COMPLIANCE WITH APPROPRIATE MUSEUM STANDARDS AND CODES. TO DATE, THE COLLECTIONS HAVE BEEN ACQUIRED PRIMARILY THROUGH DONATIONS AND ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS HAVE BEEN EXPENSED AND ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, AND AS A RELEASE OF NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. PART III, LINE 4: THE COMPUTER HISTORY MUSEUM IS THE WORLD'S LEADING INSTITUTION EXPLORING THE HISTORY OF COMPUTING AND ITS ONGOING IMPACT ON SOCIETY. IT IS HOME TO THE LARGEST INTERNATIONAL COLLECTION OF COMPUTING ARTIFACTS IN THE WORLD, ENCOMPASSING COMPUTER HARDWARE, SOFTWARE, DOCUMENTATION, EPHEMERA, PHOTOGRAPHS AND MOVING IMAGES. THE MUSEUM'S COLLECTION INCLUDES NEARLY 43,000 HISTORICAL OBJECTS, MORE THAN 77,000 DOCUMENT RECORDS RELATED TO THE HISTORY OF COMPUTING, MORE THAN 30,000 SOFTWARE TITLES, AND AN ESTIMATED 36,000 PHOTOGRAPHS AND MOVING IMAGES. THE MUSEUM HAS CATALOGUED ALMOST 156,000 ITEMS AND MAKES THE CATALOGUE AVAILABLE TO THE GENERAL PUBLIC THROUGH ITS WEBSITE, WWW.COMPUTERHISTORY.ORG. PART V, LINE 4: THE MUSEUM'S ENDOWMENT CONSISTS OF INVESTMENTS ESTABLISHED TO SUPPORT THE OPERATIONS OF THE MUSEUM. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY U.S. GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE MUSEUM IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY, EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER SECTIONS 511 THROUGH 515 OF THE INTERNAL REVENUE CODE. SINCE THE MUSEUM HAS IMMATERIAL UNRELATED BUSINESS TAXABLE INCOME, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. THE MUSEUM RECOGNIZES THE EFFECTS OF ITS INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. THE MUSEUM HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED AS OF JUNE 30, 2022 AND 2021, THE MUSEUM DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -49,271. RENTAL EXPENSES -304,758. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 49,271. RENTAL EXPENSES 304,758. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 6018241 0 0 0 0 0 0 6018241 0 6018241 1 0 0 1 1 0 PART I, LINE 3: METHOD OF ACCOUNTING - ACCRUAL BASIS, INVESTMENTS PART III ACCOUNTING METHOD: X X X X 0 1 0 0 0 0 0 1 0 DAN'L LEWIN CEO & PRESIDENT 336610 0 100000 0 0 0 38400 0 19221 0 494231 0 0 0 MICHELLE MERTZ CDO, VP DEVELOPMENT 236071 0 15000 0 0 0 7161 0 16065 0 274297 0 0 0 MARGUERITE GONG HANCOCK VP INNOVATION 198923 0 15000 0 0 0 0 0 24447 0 238370 0 0 0 GEORGE HOLMES CFO, VP FINANCE 192982 0 12000 0 0 0 5986 0 22731 0 233699 0 0 0 DAVE EVANS CIO, VP INFORMATION TECH 192728 0 5000 0 0 0 6000 0 25092 0 228820 0 0 0 MICHELLE FOSTER DIRECTOR, PHILANTHROPY 154508 0 1000 0 0 0 4950 0 32133 0 192591 0 0 0 GARY MATSUSHITA VP OPERATIONS 157982 0 5000 0 0 0 4950 0 21797 0 189729 0 0 0 KIRSTEN TASHEV VP COLLECTIONS & EXHIBITION 166567 0 15000 0 0 0 5023 0 534 0 187124 0 0 0 JOHN BISCEVIC DIRECTOR, IT STRATEGY & PROGRAM MGMT 134564 0 1000 0 0 0 4050 0 13694 0 153308 0 0 0 PART I, LINE 4B DAN'L LEWIN PARTICIPATED IN A 457(F) PLAN DURING THE 2021 CALENDAR YEAR. THE MUSEUM CREDITED $28,800 TO THE PLAN FOR THE 2021 CALENDAR YEAR, THIS AMOUNT WAS NOT INCLUDED ON HIS W-2. PART I, LINE 7 BONUSES ARE DETERMINED BY THE CEO AND COMPENSATION COMMITTEE BASED ON PERFORMANCE AND ACHIEVEMENT OF GOALS. A ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037CQT0 2010-12-20 7000000 REFUND PRIOR BOND ISSUE 0 0 0 A 7000000 7000000 2011 1 0 1 1 A 0 1 1 0 0 0.02300 0.02300 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 X 11 802407 FMV X 123 0 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 33: COLLECTIONS ACQUIRED THROUGH DONATION ARE NOT RECOGNIZED AS ASSETS OR REVENUE ON THE ORGANIZATION'S FINANCIALS. HISTORICAL ARTIFACTS RECEIVED DO NOT HAVE A READILY DETERMINABLE MARKETABLE VALUE DUE TO LIMITED MARKET ACTIVITY. FORM 990, PART VI, SECTION B, LINE 11B THE MUSEUM'S ACCOUNTING FIRM FORWARDS THE FORM 990 TO THE CONTROLLER. THE CFO AND CONTROLLER REVIEW THE FORM. AFTER REVIEW, THE FORM IS FORWARDED TO THE CEO, THE FINANCE COMMITTEE AND THE AUDIT AND RISK MANAGEMENT COMMITTEE FOR REVIEW. THE FINAL DRAFT FORM IS POSTED ON THE TRUSTEE CLOUD SITE WHICH IS USED FOR ALL TRUSTEE COMMUNICATION OF INFORMATION AND DOCUMENTS. THE TRUSTEES ARE ENCOURAGED TO FORWARD ANY QUESTIONS TO THE CFO AND CONTROLLER WHO WILL REVIEW AND ADDRESS THE QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM REQUIRES ALL OF THE TRUSTEES AND KEY EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST ACKNOWLEDGEMENT ANNUALLY. IF A CONFLICT IS DISCLOSED A COMMITTEE IS FORMED COMPRISED OF THE CHAIRS OF THE AUDIT AND RISK MANAGEMENT COMMITTEE AND LEGAL COMMITTEE (OR THEIR DESIGNEES) AND SUCH OTHER TRUSTEES AS THE CHAIR OF THE BOARD MAY DESIGNATE. THE COMMITTEE WILL CONSIDER THE MATTER AND DETERMINE WHAT IF ANY ACTION SHOULD BE TAKEN BY THE TRUSTEE OR BY THE BOARD IN ORDER TO DEAL WITH THE MATTER. ALL TRUSTEES COMPLETE THE CONFLICT OF INTEREST ACKNOWLEDGEMENT PRIOR TO TAKING THEIR SEAT OR POSITION. FORM 990, PART VI, SECTION B, LINE 15 CEO: ANNUALLY THE COMPENSATION COMMITTEE NEGOTIATES PERFORMANCE OBJECTIVES WITH THE CEO. THOSE OBJECTIVES ARE MEASURABLE AND QUANTITATIVE. THEY ARE USED TO DETERMINE THE PERFORMANCE OF THE CEO. IN ADDITION, THE COMPENSATION COMMITTEE COMMISSIONS STUDIES OF COMPARABLE POSITIONS WITHIN OTHER NON-PROFITS. THE COMBINATION OF THE MARKET LEVELING AND THE PERFORMANCE TO GOALS IS THEN USED TO DETERMINE ANY BONUS OR SALARY INCREASE ANNUALLY. THE CHANGE IN COMPENSATION IS APPROVED BY THE COMPENSATION COMMITTEE. THE COMPARABLE POSITIONS BENCHMARK STUDIES ARE REVIEWED EVERY 3-4 YEARS. EXECUTIVE STAFF: WHEN EXECUTIVE STAFF MEMBERS ARE HIRED, THE CEO REVIEWS AND GAINS APPROVAL FOR THEIR PROPOSED COMPENSATION WITH THE COMPENSATION COMMITTEE TO ENSURE THAT THEY ARE EQUITABLE AND IN LINE WITH MARKET GUIDELINES. THE CEO ALSO DETERMINES SALARY INCREASES AND BONUSES FOR THE EXECUTIVE STAFF EACH YEAR BASED ON PERFORMANCE AND EXTERNAL BENCHMARKS, AND BASED ON THE OVERALL EXPENSE BUDGET APPROVED BY THE BOARD OF TRUSTEES. THE INFORMATION IS SUBSEQUENTLY SHARED WITH THE COMPENSATION COMMITEE FOR THEIR REVIEW. ALL STAFF: THE CEO CREATES A BUDGET FOR INCREASES THAT IS REVIEWED BY THE COMPENSATION COMMITTEE AND APPROVED FOR ALIGNMENT WITH OVERALL MARKET GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G DIGITAL PROGRAMMING, PLATFORM DEVELOPMENT, ETC: PROGRAM SERVICE EXPENSES 1,078,474. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,078,474. RECRUITING AND PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 168,850. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 168,850. CAMPAIGN DEVELOPMENT CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 257,007. TOTAL EXPENSES 257,007. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.