2021-04-28T13:25:15-05:00 2020-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2019-07-01 770507525 COMPUTER HISTORY MUSEUM COMP 6508101010 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 GEORGE HOLMES CFO 6508101010 2021-04-27 1 KATY BROWN P00650274 9257902600 2021-04-27 2019 2022-09-23 18:48:47Z DAN'L LEWIN 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 13397833 0 X WWW.COMPUTERHISTORY.ORG X 1999 CA CHM DECODES TECHNOLOGY - ITS COMPUTING PAST, DIGITAL PRESENT, AND FUTURE IMPACT ON HUMANITY. 38 38 85 164 -200380 0 6907389 8939262 1202568 739076 798 -13411 1922385 931089 10033140 10596016 0 0 0 0 8042746 7262151 0 0 986473 6941947 6901244 14984693 14163395 -4951553 -3567379 72256441 71401475 12359940 13856905 59896501 57544570 X CHM DECODES TECHNOLOGY - ITS COMPUTING PAST, DIGITAL PRESENT, AND FUTURE IMPACT ON HUMANITY. 0 1 5290253 849734 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.IN THE FIRST EIGHT MONTHS OF FISCAL 2020 OVER 68,000 GUESTS FROM APPROXIMATELY 100 COUNTRIES VISITED CHM'S EXHIBITS AND RESTORATION DEMONSTRATIONS, AND 7,100 TOOK PART IN DOCENT-LED TOURS OF THE OVER 40,000 SQUARE FEET OF THE MUSEUM'S EXHIBIT HALLS. SIGNATURE EXHIBITS INCLUDED REVOLUTION: THE FIRST 2000 YEARS OF COMPUTING; MAKE SOFTWARE CHANGE THE WORLD; THE NEWLY ADDED PROTOTYPE TRAVELING EXHIBIT, UPSTART: SILICON VALLEY AND KANSAS CITY START-UP STORIES; AND ONE WORD, AN INTERACTIVE EXHIBIT OPENED IN 2019 AND INSPIRED BY THE WORDS OF ADVICE FROM SILICON VALLEY LEADERS TO ASPIRING ENTREPRENEURS. ADDITIONALLY, GUESTS EXPERIENCED THE RESTORATIONS OF HISTORIC MACHINES IN ACTION IN THE IBM 1401 AND PDP-1 DEMO LABS. ON TRACK TO MEET THE ANNUAL PROJECTED GOAL OF 115,000 VISITORS, INCLUDING A SIGNIFICANTLY GROWING YEAR-ON-YEAR NUMBER OF INTERNATIONAL GUESTS COMPRISING OVER 60% OF THE TOTAL AUDIENCE, IN EARLY MARCH THE COVID-19 PANDEMIC CAUSED THE STATE-MANDATED CLOSURE OF ALL INDOOR MUSEUMS, AND CHM REMAINED CLOSED TO THE PUBLIC THROUGH THE END OF THE FISCAL YEAR.WHILE THE PHYSICAL MUSEUM TEMPORARILY CLOSED, CHM'S ON-GOING GOAL OF ENGAGING AND RESONATING WITH AUDIENCES WELL BEYOND ITS PHYSICAL WALLS WAS ACCOMPLISHED THROUGH A RICH SERIES OF EDITORIAL AND PUBLISHING ENDEAVORS THAT REACHED GLOBAL AUDIENCES. OUR WEBSITE- CHM'S DIGITAL PORTAL TO ITS EXHIBITS, BLOGS, TIMELINES, EVENTS, AND MORE- RECEIVED VISITS FROM USERS IN OVER 244 COUNTRIES AND TERRITORIES WORLDWIDE, WITH APPROXIMATELY 7.1 MILLION PAGE VIEWS IN FISCAL 2020, AND OVER 99 MILLION VIEWS SINCE ITS INCEPTION.CHM'S DIGITAL DISTRIBUTION AND SOCIAL MEDIA CHANNELS INCLUDED FACEBOOK, WITH OVER 117,000 FOLLOWERS, TWITTER, WITH OVER 37,000, INSTAGRAM, AND TUMBLER. THE CHM YOUTUBE CHANNEL, WHICH RECEIVED OVER ONE MILLION ANNUAL VIEWS FOR ITS APPROXIMATE 850 PUBLISHED VIDEOS HAS NOW GROWN TO APPROXIMATELY 49,000 SUBSCRIBERS. THE INSTITUTION'S CREATIVE SUITE OF PUBLISHING PLATFORMS INCLUDES THE CHM BLOG, WHICH HAD OVER 400,000 VIEWS IN 2020, AND ITS MEDIUM AND CORE+ PLATFORMS. SINCE INTRODUCED IN 2017, THESE TWO FORUMS HAVE NOW PUBLISHED 80 STORIES, WITH A READERSHIP OF OVER 70,000, AND OVER 6,000 REGULAR FOLLOWERS. ALONG WITH THE MUSEUM'S SIGNATURE PUBLICATION CORE MAGAZINE, THESE EDITORIAL FORUMS ENGAGE THOUGHT PIECES, RESEARCH ESSAYS, AND GENERAL COMPUTING HISTORY ARTICLES BY CHM'S COMMUNITY OF CURATORS, JOURNALISTS, AND ACADEMICS. PUBLISHED EXTERNALLY ON ISSUU, THE PAST SEVEN MAGAZINES HAVE BEEN READ BY OVER 65,000 READERS. 3164454 0 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. OUR LIVE PROGRAMMING SERIES CONNECTS OUR COMMUNITY WITH DIVERSE VIEWPOINTS AND UNIQUE PERSPECTIVES AT THE INTERSECTION OF TECHNOLOGY AND HUMANITY. IN THE FIRST EIGHT MONTHS OF FISCAL 2020, CHM STAGED 11 LIVE EVENTS WITH 3,250 ATTENDEES, AND AN ADDITIONAL 50,819 VIEWS VIA FACEBOOK LIVE STREAM AND 12,868 VIA YOUTUBE. HIGHLIGHT EVENTS INCLUDED: "THE CODE" WITH MARGARET O'MARA, HISTORIAN OF THE AMERICAN-LED DIGITAL REVOLUTION; "THE INTUIT STORY" FEATURING INTUIT CO-FOUNDERS SCOTT COOK, THOMAS PROULX, AND ERIC DUNN; A CO-PRODUCED EVENT WITH THE CHURCHILL CLUB "TOOLS & WEAPONS: THE PROMISE AND PERILS OF THE DIGITAL AGE" WITH MICROSOFT'S BRAD SMITH; A PANEL DISCUSSION OF THE MAKING OF THE NETFLIX DOCUMENTARY "THE GREAT HACK" WITH DIRECTOR KARIM AMER AND WRITER-PRODUCER PEDRO KOS; "WHAT YOU DO IS WHO YOU ARE": HOW TO CREATE YOUR BUSINESS CULTURE" WITH VETERAN ENTREPRENEUR BEN HOROWITZ; AND "THE AUTONOMOUS REVOLUTION: RECLAIMING THE FUTURE WE'VE SOLD TO MACHINES" FEATURING VENTURE INVESTOR BILL DAVIDOW AND JOURNALIST/AUTHOR MIKE MALONE. WHEN THE COVID-19 PANDEMIC CLOSED OUR PHYSICAL STAGE IN EARLY CALENDAR YEAR 2020, CHM SUCCESSFULLY OPENED ITS DIGITAL PORTALS TO PRODUCE 4 EVENTS THROUGH ZOOM PRESENTATIONS TO A LIVE VIRTUAL AUDIENCE OF 978, FACEBOOK LIVE STREAM VIEWERSHIP OF APPROXIMATELY 2,450, AND YOUTUBE VIDEO VIEWERS OF APPROXIMATELY 18,500. DIGITAL PROGRAMS INCLUDED: "FACEBOOK: THE INSIDE STORY" FEATURING RENOWNED TECH JOURNALIST STEVEN LEVY; "REPROGRAMMING THE AMERICAN DREAM: FROM RURAL AMERICA TO SILICON VALLEY" WITH MICROSOFT CTO KEVIN SCOTT; A RETURN APPEARANCE OF DR. RANA EL KALIOUBY, A LEADING SCIENTIST IN ARTIFICIAL INTELLIGENCE WITH "GIRL DECODED: DISRUPTING INDUSTRIES AND HUMANIZING TECHNOLOGY WITH EMOTION AI; AND "THE CREATIVITY OF MAINTAINABILITY: ASTRONAUT KATHRYN SULLIVAN DECODES THE HUBBLE SPACE TELESCOPE" WITH KATHRYN SULLIVAN, THE FIRST WOMAN TO WALK IN SPACE.FROM JULY 2019 THROUGH FEBRUARY 2020, CHM HOSTED 81 SCHOOL TOURS FOR OVER 3,600 STUDENTS. THE COVID-19 PANDEMIC TEMPORARILY INTERRUPTED THE PHYSICAL ON-SITE PROGRAMS OF SCHOOL AND COMMUNITY PROGRAMS, INCLUDING CHM'S FIELD TRIP DAYS FOR STUDENTS FROM TITLE 1 SCHOOLS, ON-GOING K-12 WORKSHOPS, A POPULAR SUMMER INTERN & MENTOR PROGRAM FOR HIGH SCHOOL STUDENTS, AND ITS UNIQUE, MULTI-YEAR DESIGN_CODE_BUILD, A SERIES OF WORKSHOPS AND DAY-LONG EVENTS DEVELOPED IN CLOSE COLLABORATION WITH THE BROADCOM FOUNDATION. WHILE THE PHYSICAL DOORS CLOSED, CHM OPENED ITS DIGITAL PORTALS AND DEVELOPED AND ROLLED OUT A SUITE OF VIRTUAL EDUCATIONAL PROGRAMS AND RESOURCES TO MEET THE NEEDS OF LEARNERS OF ALL AGES. THIS 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. THE REVOLUTION: VIRTUAL SCAVENGER HUNT ENGAGES A TARGET AUDIENCE OF STUDENTS GRADES 6TH THROUGH 12TH ON A VIRTUAL EDUCATIONAL JOURNEY THROUGH THE MUSEUM'S SIGNATURE REVOLUTION EXHIBIT; AND RESOURCES ON INNOVATION AND ENTREPRENEURSHIP SERVES A WIDE VARIETY OF COLLEGE AND ADULT AUDIENCES WITH UNIQUE CURRICULA ON TOPICS SUCH AS INNOVATION, ENTREPRENEURSHIP, AND THE SILICON VALLEY ECOSYSTEM MODEL. 2737544 7088 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.OUR COLLECTING SCOPE SPANS CALCULATORS TO ROBOTS AND PROVIDES UNIQUE PERSPECTIVES INTO THE ONLINE WORLD, ENTREPRENEURSHIP, AND SOFTWARE. THE FOUNDATION OF ALL WE DO, OUR COLLECTION THAT NOW INCLUDES NEARLY 42,000 HISTORICAL OBJECTS, 75,000 DOCUMENT RECORDS, MORE THAN 30,000 SOFTWARE TITLES, AND AN ESTIMATED 30,000 PHOTOGRAPHS AND MOVING IMAGES RELIES ON THE PRESERVATION EXPERTISE AND PIONEERING EFFORTS OF MANY. FROM MAGNETIC TAPE AND RARE FILM TO LAB NOTEBOOKS AND BUSINESS PLANS TO EARLY WEBSITES AND SOURCE CODE, OUR COLLECTION IS AS DIVERSE AS THE HISTORY OF COMPUTING. 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 RECEIVES YEARLY VISITS FROM 15-20 RESEARCHERS, WHILE ITS ARCHIVAL STAFF FULFILLS APPROXIMATELY 450 ANNUAL RESEARCH AND COLLECTION QUERIES.CHM'S CENTERS OF EXPERTISE ADVANCE THE UNDERSTANDING OF TECHNOLOGY THROUGH RESEARCH, PUBLISHING, AND PROGRAMMING EFFORTS THAT BUILD COMMUNITY, DISSEMINATE KNOWLEDGE, AND OFFER UNIQUE INSIGHTS. OUR 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. 11192251 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 46 0 1 85 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 LEN SHUSTEK THRU 420 BOARD MEMBER/CHAIR OF THE BOARD 1.00 X X 0 0 0 STEVE SMITH BOARD MEMBER/CHAIR OF THE BOARD 1.00 X X 0 0 0 DAVE HOUSE BOARD MEMBER/VICE CHAIR OF THE BOARD 1.00 X X 0 0 0 DAVID EMERSON BOARD MEMBER/SECRETARY 1.00 X X 0 0 0 DAVID ANDERSON BOARD MEMBER 1.00 X 0 0 0 GREG 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 GRADY BOOCH BOARD MEMBER (THRU 4/20) 1.00 X 0 0 0 JUDY BRUNER BOARD MEMBER (THRU 1/20) 1.00 X 0 0 0 JACK BUSCH BOARD MEMBER 1.00 X 0 0 0 PAUL DAUGHERTY BOARD MEMBER 1.00 X 0 0 0 CAROLINE DONAHUE BOARD MEMBER 1.00 X 0 0 0 EILEEN FAGAN BOARD MEMBER 1.00 X 0 0 0 CHRIS FRALIC BOARD MEMBER 1.00 X 0 0 0 TOM FRIEL BOARD MEMBER 1.00 X 0 0 0 PAUL GRAY BOARD MEMBER 1.00 X 0 0 0 WILLIAM HARDING BOARD MEMBER 1.00 X 0 0 0 DOTTY HAYES BOARD MEMBER 1.00 X 0 0 0 GARDNER HENDRIE BOARD MEMBER 1.00 X 0 0 0 CHUCK HOUSE 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 CHRIS MALACHOWSKY BOARD MEMBER (THRU 4/20) 1.00 X 0 0 0 DAVE 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 IKE NASSI BOARD MEMBER 1.00 X 0 0 0 KAREN APPLETON PAGE BOARD MEMBER (THRU 4/20) 1.00 X 0 0 0 GREG PAPADOPOULOS BOARD MEMBER 1.00 X 0 0 0 DON PROCTOR BOARD MEMBER 1.00 X 0 0 0 RICH REDELFS BOARD MEMBER 1.00 X 0 0 0 DAVE ROSSETTI BOARD MEMBER 1.00 X 0 0 0 GRANT SAVIERS BOARD MEMBER 1.00 X 0 0 0 JOHN SHOCH BOARD MEMBER 1.00 X 0 0 0 LARRY SONSINI BOARD MEMBER 1.00 X 0 0 0 DIANE SOUVAINE BOARD MEMBER 1.00 X 0 0 0 ROB THEIS BOARD MEMBER 1.00 X 0 0 0 ANGELA TRAN BOARD MEMBER (START 10/19) 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 DAN'L LEWIN CEO & PRESIDENT 40.00 X 388430 0 81170 GEORGE HOLMES CFO, VP FINANCE 40.00 X 196486 0 26238 GARY MATSUSHITA VP OPERATIONS 40.00 X 167019 0 25600 MICHELLE MERTZ CDO, VP DEVELOPMENT 40.00 X 238821 0 19422 LAUREN SILVER VP EDUCATION (THRU 11/19) 40.00 X 152925 0 18136 KIRSTEN TASHEV VP COLLECTIONS & EXHIBITION 40.00 X 169967 0 4397 MARIE JACKSON CMO, VP MARKETING 40.00 X 211982 0 12671 DAVE EVANS CIO, VP INFORMATION TECH 40.00 X 107191 0 15775 MARGUERITE GONG HANCOCK VP INNOVATION 40.00 X 202542 0 24201 MICHELLE FOSTER DIRECTOR, PHILANTHROPY 40.00 X 155880 0 26678 JAMES AMARAL CONTROLLER 40.00 X 125100 0 17094 PALAK JOSHI DIRECTOR, PHILANTHROPY 40.00 X 121206 0 13339 PAULA JABLONER SR DIRECTOR, RESEARCH ARCHIVES 40.00 X 118335 0 14319 ANGES TONG DIRECTOR, FINANCE SYSTEMS 40.00 X 117146 0 17647 2473030 0 316687 18 0 1 0 SUPREME BUILDING MAINTENANCE 2731 JUNCTION AVE PO BOX 641383 SAN JOSE CA 95164 MAINTENANCE & CONSTRUCTION SERVICES 742431 MAI INDUSTRIES INC 50 BONAVENTURA DR SAN JOSE CA 95134 CONSTRUCTION SERVICES 487411 BLUE STATE DIGITAL INC 62187 COLLECTIONS CENTER DR CHICAGO IL 60693 WEBSITE DESIGN 406500 EXHIBIT CONCEPTS INC 700 CROSSROADS CT VANDALIA OH 45377 EXHIBIT DESIGN 205142 TRACTION SALES AND MARKETING INC 2700 PRODUCTION WAY BURNABY BRITISH COLUMBIA CA V5A 4V7 SALESFORCE IMPLEMENTATION 204610 12 210819 8728443 2451622 8939262 EXHIBITIONS - GATE SAL 713990 731988 731988 COLLECTIONS AND RESEAR 713990 7088 7088 739076 784 -59120 59904 1413338 664987 748351 748351 -141260 889611 2017015 2031210 -14195 -14195 -14195 288358 105620 182738 117746 64992 10596016 856822 -200380 1000312 2035724 1440069 308098 287557 4148888 2911681 813222 423985 70099 36740 23671 9688 583943 463818 66235 53890 423497 308114 70560 44823 5175 5175 41768 41768 1026653 862172 99002 65479 160928 127956 3997 28975 291564 248862 29081 13621 430942 355162 40410 35370 1205729 1124058 81632 39 43728 36232 4453 3043 143874 52003 91871 3026131 2918816 106274 1041 77099 71473 5626 BOND-RELATED FEES 159712 159712 LECTURE & FELLOWS 53978 53978 ARTIFACT COLLECTION 27399 27399 GATE SALES 15206 15206 191358 138512 33884 18962 14163395 11192251 1984671 986473 1363741 2342356 978952 1496371 403677 410627 159043 45396 93731 100520 235313 283840 66665454 31301684 36874971 35363770 32128370 31326801 18643 31794 72256441 71401475 1105875 1198934 625582 626482 6932182 6937300 3696301 5094189 12359940 13856905 X 44105680 42277501 15790821 15267069 59896501 57544570 72256441 71401475 -3567379 1215446 2 0 X 0 1 X 1 0 X 10294028 6574509 8265827 6907389 8939262 40981015 10294028 6574509 8265827 6907389 8939262 40981015 6251086 34729929 1835469 1660215 2004724 1957518 1446366 8904292 62384 33996 38760 0 135140 27701 58645 87930 116772 64992 356040 50376487 6712581 0.68940 0.71280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CAFE RENT - 2015 AMOUNT: $ 27,701. 2016 AMOUNT: $ 58,645. 2017 AMOUNT: $ 87,930. 2018 AMOUNT: $ 116,772. 2019 AMOUNT: $ 64,992. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 32515658 1201693 1301009 32416342 32656586 1169014 1309942 32515658 31208662 2737640 1289716 32656586 29750331 2712375 1254044 31208662 31743011 -839324 1153356 29750331 0.56800 0.43200 0 0 15393498 15393498 32847199 18002464 14844735 1037203 771316 265887 17387554 12527904 4859650 35363770 FUND OF FUNDS 31325040 F VENTURE CAPITAL FUNDS 1761 F 31326801 X 12582069 1215446 1215446 11366623 -770607 -770607 10596016 14934002 770607 770607 14163395 0 14163395 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 COLLECTIONS AND RESEARCH ACTIVITIES INCLUDE A PHYSICAL COLLECTION OF NEARLY 42,000 HISTORICAL OBJECTS, NEARLY 75,000 DOCUMENT RECORDS RELATED TO THE HISTORY OF COMPUTING, MORE THAN 30,000 SOFTWARE TITLES, AND AN ESTIMATED 30,000 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, 2020 AND 2019, 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 -105,620. RENTAL EXPENSES -664,987. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 105,620. RENTAL EXPENSES 664,987. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 5721200 0 0 0 0 0 0 5721200 0 5721200 1 0 0 1 1 0 PART I, LINE 3: METHOD OF ACCOUNTING - ACCRUAL BASIS, INVESTMENTS PART III ACCOUNTING METHOD: X X X X X X 0 1 0 0 0 0 0 1 0 DAN'L LEWIN CEO & PRESIDENT 335726 0 52704 0 0 0 64285 0 16885 0 469600 0 0 0 GEORGE HOLMES CFO, VP FINANCE 193486 0 3000 0 0 0 6076 0 20162 0 222724 0 0 0 GARY MATSUSHITA VP OPERATIONS 167019 0 0 0 0 0 5217 0 20383 0 192619 0 0 0 MICHELLE MERTZ CDO, VP DEVELOPMENT 238821 0 0 0 0 0 7161 0 12261 0 258243 0 0 0 LAUREN SILVER VP EDUCATION (THRU 11/19) 152925 0 0 0 0 0 4418 0 13718 0 171061 0 0 0 KIRSTEN TASHEV VP COLLECTIONS & EXHIBITION 164967 0 5000 0 0 0 3864 0 533 0 174364 0 0 0 MARIE JACKSON CMO, VP MARKETING 159197 0 5000 0 47785 0 0 0 12671 0 224653 0 0 0 MARGUERITE GONG HANCOCK VP INNOVATION 197542 0 5000 0 0 0 0 0 24201 0 226743 0 0 0 MICHELLE FOSTER DIRECTOR, PHILANTHROPY 155880 0 0 0 0 0 0 0 26678 0 182558 0 0 0 PART I, LINE 4B DAN'L LEWIN PARTICIPATED IN A 457 PLAN DURING THE 2019 CALENDAR YEAR. THE MUSEUM CREDITED $56,900 TO THE PLAN FOR THE 2019 CALENDAR YEAR. 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 0.04100 0.04100 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 X 14 2186524 FMV X 134 0 FMV X MS LAPTOPS 1 265098 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, 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 III, LINE 3 ON MARCH 11, 2020, THE WORLD HEALTH ORGANIZATION DECLARED THE NOVEL STRAIN OF CORONAVIRUS (COVID-19) A GLOBAL PANDEMIC AND RECOMMENDED CONTAINMENT AND MITIGATION MEASURES WORLDWIDE. THE COVID-19 OUTBREAK IN THE UNITED STATES HAS CAUSED BUSINESS DISRUPTION THROUGH MANDATORY AND VOLUNTARY CLOSINGS OF BUSINESSES AND SHELTER IN PLACE ORDERS. ON MARCH 14, 2020, THE MUSEUM CLOSED ITS PHYSICAL DOORS TO THE PUBLIC. WHILE THE DISRUPTION IS EXPECTED TO BE TEMPORARY, THE MUSEUM'S VENUE RENTALS REVENUES AND PROGRAM INCOME REVENUES (ADMISSIONS SALES, GIFT STORE SALES, AND CAF RENT) WERE ADVERSELY IMPACTED FOR THE REMAINDER OF THE FISCAL YEAR ENDED JUNE 30, 2020 AND ARE BEING IMPACTED FOR THE NEXT YEAR ENDING JUNE 30, 2021, THOUGH THE AGGREGATE TOTAL IMPACT IS STILL TO BE DETERMINED. AFTER THE PANDEMIC FORCED THE CLOSURE OF OUR LIVE PROGRAMMING, LIVE EDUCATION PROGRAMS, AND PHYSICAL EXHIBITS, THE MUSEUM SUCCESSFULLY OPENED ITS DIGITAL PORTALS TO PRODUCE EVENTS THROUGH ZOOM PRESENTATIONS TO LIVE VIRTUAL AUDIENCES AND ROLLED OUT A SUITE OF VIRTUAL EDUCATION PROGRAMS AND RESOURCES TO MEET THE NEEDS OF LEARNERS OF ALL AGES. MORE DETAILS ARE INCLUDED IN THE PROGRAM SERVICE ACCOMPLISHMENTS SECTION. 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. SCHEDULE B, PART I, LINE 13: PAYCHECK PROTECTION PROGRAM: ON APRIL 16, 2020, THE MUSEUM RECEIVED LOAN PROCEEDS OF $1,414 FROM A PROMISSORY NOTE ISSUED BY CRF SMALL BUSINESS LOAN COMPANY, LLC, UNDER THE PAYCHECK PROTECTION PROGRAM ("PPP") WHICH WAS ESTABLISHED UNDER THE CARES ACT AND IS ADMINISTERED BY THE U.S. SMALL BUSINESS ADMINISTRATION. THE TERM ON THE LOAN IS TWO YEARS AND THE ANNUAL INTEREST RATE IS 1.00%. UNDER THE TERMS OF THE CARES ACT, PPP LOAN RECIPIENTS CAN APPLY FOR AND BE GRANTED FORGIVENESS FOR ALL OR A PORTION OF THE LOANS GRANTED UNDER PPP. SUCH FORGIVENESS WILL BE DETERMINED BASED ON THE USE OF THE LOAN PROCEEDS FOR PAYROLL COSTS, RENT AND UTILITY EXPENSES AND THE MAINTENANCE OF WORKFORCE AND COMPENSATION LEVELS WITH CERTAIN LIMITATIONS. THE MUSEUM HAS RECORDED THE LOAN PROCEEDS AS A CONTRIBUTION AND BELIEVES THAT IT WILL LIKELY QUALIFY FOR FULL FORGIVENESS. THE GUIDELINES ISSUED BY THE SMALL BUSINESS ADMINISTRATION ("SBA"), IN CONSULTATION WITH THE DEPARTMENT OF THE TREASURY, HAVE BEEN FOLLOWED BY THE MUSEUM, YET STILL NO ASSURANCES OF FULL FORGIVENESS CAN BE GRANTED UNTIL THE FORGIVENESS APPLICATION PROCESS IS COMPLETE.