2020-04-30T22:32:59-05:00 2019-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2018-07-01 770507525 COMPUTER HISTORY MUSEUM COMP 6508101010 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 GEORGE HOLMES CFO 6508101010 2020-04-28 1 KATY BROWN P00650274 9257902600 2020-04-28 34.100.94.80 2020-04-28 11:08:09 MD P F5FB8C0FDA240AA2D0EC4EBDAD9DEA85C7008270 6AE0CC722C89A446E906F875ADA98DB731A76FE5 2018 2020-09-23 17:36:50Z DAN'L LEWIN 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 12047379 0 X WWW.COMPUTERHISTORY.ORG X 1999 CA TO PRESERVE AND CELEBRATE COMPUTER HISTORY AND EXPLORE ITS SOCIAL IMPACT. 42 42 85 102 -34903 10590 8265827 6907389 1204265 1202568 -20728 798 1629123 1922385 11078487 10033140 0 0 0 0 7471231 8042746 3335 0 1283767 6257808 6941947 13732374 14984693 -2653887 -4951553 74773806 72256441 11093290 12359940 63680516 59896501 X THE MISSION OF THE COMPUTER HISTORY MUSEUM IS TO PRESERVE AND PRESENT FOR POSTERITY THE ARTIFACTS AND STORIES OF THE INFORMATION AGE. 0 0 5208403 1326932 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 2019 112,000 GUESTS FROM 140 COUNTRIES VISITED CHM'S EXHIBITS AND OVER 24,000 VISITORS TOOK PART IN ITS DOCENT-LED TOURS. EXHIBIT SPACE TOTALS 40,000 SQUARE FEET AND INCLUDES SIGNATURE EXHIBITS - REVOLUTION: THE FIRST 2000 YEARS OF COMPUTING, AND MAKE SOFTWARE: CHANGE THE WORLD! TEMPORARY EXHIBITS INCLUDE WHERE TO? A HISTORY OF AUTONOMOUS VEHICLES, THINKING BIG: ADA, COUNTESS OF LOVELACE, AND ONE WORD - AN INTERACTIVE EXHIBIT OPENED IN 2018 AND INSPIRED BY THE WORDS OF ADVICE FROM SILICON VALLEY LEADERS TO ASPIRING ENTREPRENEURS. VISITORS CAN ALSO EXPERIENCE HISTORICAL MACHINES IN ACTION AT CHM'S IBM DEMO LAB AND THE PDP-1 DEMO LAB. CHM'S GOAL OF CONNECTION RESONATES FROM WITHIN OUR WALLS AND EXPANDS BEYOND THROUGH EDITORIAL AND PUBLISHING ENDEAVORS THAT REACH GLOBAL AUDIENCES. OUR WEBSITE - CHM'S DIGITAL PORTAL TO ITS EXHIBITS, BLOGS, TIMELINES, EVENTS, AND MORE - RECEIVES VISITS FROM USERS IN OVER 244 COUNTRIES WITH APPROXIMATELY 6.9 MILLION PAGE VIEWS IN 2019 AND OVER 92 MILLION PAGE VIEWS SINCE INCEPTION. CHM'S DIGITAL DISTRIBUTION AND SOCIAL MEDIA CHANNELS INCLUDE YOUTUBE, WHICH RECEIVES OVER ONE MILLION ANNUAL VIEWS FOR ITS ALMOST 800 VIDEOS, FACEBOOK, TWITTER, INSTAGRAM, AND TUMBLR. IN 2019 CHM'S FACEBOOK FOLLOWERS REACHED APPROXIMATELY 117,200. THE INSTITUTION'S CREATIVE PUBLISHING PLATFORMS INCLUDE ITS BLOG, WITH APPROXIMATELY 482,000 VIEWS IN 2019, AND ITS MEDIUM AND CORE+ FORUMS. SINCE INTRODUCED IN 2017, THE LATTER HAVE PUBLISHED 66 STORIES, WITH OVER 64,000 VIEWS, AND HAVE OVER 5,000 REGULAR FOLLOWERS. CHM'S SIGNATURE PUBLICATION, CORE MAGAZINE, INCLUDES PROGRAM UPDATES AND EDITORIAL THOUGHT-PIECES AND RESEARCH ESSAYS BY CURATORS, JOURNALISTS, AND ACADEMICS. THE MAGAZINE WAS ESTABLISHED IN 1999 AND IN 2019, WITH CHM DONORS, MEMBERS, AND FANS RECEIVING EITHER THE PRINT OR DIGITAL VERSION OF CORE, THE CIRCULATION APPROACHED 30,000. 3718748 64326 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 EVENTS CONVENE TODAY'S THOUGHT LEADERS, ENTREPRENEURS, HISTORIANS, SCHOLARS, COMPANY FOUNDERS, AND JOURNALISTS FROM A VARIETY OF FIELDS AND DISCIPLINES. OUR LIVE PROGRAMMING CONNECTS OUR COMMUNITY WITH DIVERSE VIEWPOINTS AND UNIQUE PERSPECTIVES AT THE INTERSECTION OF TECHNOLOGY AND HUMANITY. IN 2019 THE MUSEUM PRODUCED 22 EVENTS WITH OVER 5,500 ATTENDEES THROUGH ITS CHM LIVE AND COMMUNITY-FOCUSED FRIDAY NIGHTS AT CHM PROGRAMMING. IN ADDITION TO THE LIVE AUDIENCES, APPROXIMATELY 280,000 VIEWERS EXPERIENCED CHM PROGRAMMING THROUGH ITS FACEBOOK AND YOUTUBE LIVESTREAMS. NOTEWORTHY EVENTS THIS PAST YEAR INCLUDED "ALPHA GIRLS: THE WOMEN UPSTARTS WHO TOOK ON SILICON VALLEY," FEATURING EARLY TESLA INVESTOR LAURIE YOLER WITH BOOK AUTHOR JULIAN GUTHRIE AND ULTIMATE POWER DUO SONJA HOEL PERKINS AND ABE KLEINFIELD; AND "TRILLION DOLLAR COACH: THE LEADERSHIP PLAYBOOK OF SILICON VALLEY'S BILL CAMPBELL," FEATURING YOUTUBE'S SUSAN WOJCICKI AND GOOGLE LEADERS ERIC SCHMIDT, JONATHAN ROSENBERG, AND ALAN EAGLE. CHM'S SCHOOL AND COMMUNITY PROGRAMS ALIGN WITH COMMON CORE STATE STANDARDS AND NEXT GENERATION SCIENCE STANDARDS AND ARE DESIGNED TO HELP PARTICIPANTS DEVELOP ESSENTIAL SKILLS, INCLUDING CRITICAL THINKING, ORAL AND WRITTEN COMMUNICATION, AND COLLABORATION. UNIQUE CHM EDUCATION PROGRAMS INCLUDE DESIGN_CODE_BUILD, A SERIES OF WORKSHOPS AND DAY-LONG EVENTS DEVELOPED IN CLOSE COLLABORATION WITH THE BROADCOM FOUNDATION, WHICH SERVED 510 STUDENTS IN 2019; FIELD TRIP DAYS FOR OVER 1,000 MIDDLE SCHOOL STUDENTS FROM TITLE 1 SCHOOLS; AND A POPULAR SUMMER INTERN AND MENTOR PROGRAM FOR HIGH SCHOOL STUDENTS. CHM'S ONGOING K12 WORKSHOPS REACHED OVER 1,700 STUDENTS IN 2019.IN APRIL 2019 CHM HOSTED ITS ANNUAL FELLOW AWARDS GALA. THE FELLOW AWARDS IS A UNIQUE PROGRAM THAT PUBLICLY HONORS DISTINGUISHED TECHNOLOGY PIONEERS - UNSUNG HEROES AND LUMINARIES - FOR THEIR OUTSTANDING MERITS AND SIGNIFICANT CONTRIBUTIONS TO THE ADVANCEMENT OF COMPUTING AND THE EVOLUTION OF THE DIGITAL AGE. THIS PRESTIGIOUS PROGRAM IS SUPPORTED WITH COLLECTING, EDUCATION, RESEARCH, AND MEDIA EFFORTS THAT REFLECT THE SEMINAL WORK OF EACH FELLOW. THE TRADITION BEGAN IN 1987, WITH THE FIRST FELLOW, EARLY PROGRAMMING PIONEER GRACE MURRAY HOPPER, AND HAS GROWN TO A DISTINGUISHED GROUP OF 84 MEMBERS. IN 2019, THE MUSEUM INDUCTED JAMES GOSLING FOR THE CONCEPTION, DESIGN, AND IMPLEMENTATION OF THE JAVA PROGRAMMING LANGUAGE; KATHERINE JOHNSON FOR HER EXCEPTIONAL CALCULATIONS DURING THE US SPACE PROGRAMS THAT BROUGHT THE FIRST HUMANS TO THE MOON; LESLIE LAMPORT FOR HIS CONTRIBUTIONS TO THE ANALYSIS AND DESIGN OF DISTRIBUTED COMPUTER SYSTEMS, AND FOR THE INITIAL CREATION OF THE LATEX DOCUMENT PRODUCTION SYSTEM; AND LOUIS POUZIN FOR THE PIONEERING DESIGN AND IMPLEMENTATION OF PACKET COMMUNICATION NETWORKS THAT LED THE WAY TO THE INTERNET. 2812539 19150 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 41,000 HISTORICAL OBJECTS, 53,500 DOCUMENT RECORDS, APPROXIMATELY 1,200 ORAL HISTORIES, MORE THAN 17,000 SOFTWARE TITLES, AND AN ESTIMATED 34,500 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 25 - 30 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. 11739690 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 49 0 1 85 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 42 42 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 BOARD MEMBER, CHAIR OF THE BOARD 1.00 X X 0 0 0 DAVID EMERSON BOARD MEMBER, SECRETARY 1.00 X X 0 0 0 DAVE HOUSE BOARD MEMBER, VICE-CHAIR 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 1.00 X 0 0 0 JUDY BRUNER BOARD MEMBER 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 MARTIN DUURSMA BOARD MEMBER (THRU 12/18) 1.00 X 0 0 0 EILEEN FAGAN BOARD MEMBER 1.00 X 0 0 0 CHRIS FRALIC BOARD MEMBER (START 1/19) 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 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 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 STEVE SMITH 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 (START 1/19) 1.00 X 0 0 0 JANET WONG BOARD MEMBER 1.00 X 0 0 0 DAVID YARNOLD BOARD MEMBER (START 4/19) 1.00 X 0 0 0 LAURIE YOLER BOARD MEMBER 1.00 X 0 0 0 DAN'L LEWIN PRESIDENT & CEO 40.00 X 278023 0 66894 GEORGE HOLMES CFO 40.00 X 203414 0 24975 GARY MATSUSHITA VP OPERATIONS 40.00 X 181196 0 25282 MICHELLE MERTZ CDO 40.00 X 253423 0 18589 LAUREN SILVER VP EDUCATION 40.00 X 153158 0 18048 KIRSTEN TASHEV VP COLLECTIONS & EXHIBITION 40.00 X 174063 0 4456 MARGUERITE GONG HANCOCK EXEC DIR, EXPONENTIAL CENTER 40.00 X 204390 0 22998 LISA KATCHMAN CONTROLLER 40.00 X 146580 0 26303 ANGES TONG FINANCE MANAGER 40.00 X 115395 0 16766 AMANDA REILLY THRU 1018 DIR OF FDN & GOV REL 40.00 X 118088 0 24890 KATHRYN PHELAN DIR OF PHILANTHROPY 40.00 X 136256 0 24854 1963986 0 274055 20 0 1 0 MAI INDUSTRIES INC 50 BONAVENTURA DR SAN JOSE CA 95134 CONSTRUCTION 1171768 SUPREME BUILDING MAINTENANCE 2731 JUNCTION AVE PO BOX 641383 SAN JOSE CA 95164 MAINTENANCE 571336 CATERED TOO INC 325 DEMETER ST EAST PALO ALTO CA 94303 CATERING 245610 AVIDEX LLC 13555 BEL-RED ROAD STE 226 BELLEVUE WA 98005 EXHIBIT FABRICATION 185135 MARIE AMORUSO JACKSON 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 STRATEGIC CONSULTING 152805 8 260314 6647075 157772 6907389 EXHIBITIONS - GATE SAL 713990 1119092 1119092 PUBLIC PROGRAMMING 713990 64326 64326 COLLECTIONS AND RESEAR 713990 19150 19150 1202568 1611 38760 -37149 1994667 432648 1562019 1562019 -73663 1635682 1407495 1408308 -813 -813 -813 497895 173283 324612 207840 116772 OTHER INCOME 900099 35754 35754 35754 10033140 1410408 -34903 1750246 1535114 943797 291089 300228 5231874 3788858 819725 623291 102504 63918 24904 13682 692115 562438 84929 44748 481139 344356 72962 63821 22707 22707 80263 80263 973960 842760 44713 86487 188798 152041 5797 30960 180082 149329 18296 12457 192383 151825 18228 22330 1254837 1169968 84325 544 64124 52477 6223 5424 111581 105619 5962 2890297 2793510 94973 1814 72450 67257 5193 LECTURE & FELLOWS 263180 263180 BOND-RELATED FEES 186436 186436 ARTIFACT COLLECTION 37540 37540 GATE SALES 21456 21456 401853 229361 94511 77981 14984693 11739690 1961236 1283767 1086317 1363741 2691616 978952 1056142 403677 72948 159043 88061 93731 241809 235313 65090579 28215608 37152799 36874971 32368323 32128370 15791 18643 74773806 72256441 983674 1105875 586160 625582 6927106 6932182 2596350 3696301 11093290 12359940 X 45595643 44105680 4081504 1787452 14003369 14003369 63680516 59896501 74773806 72256441 -4951553 1167542 -4 0 X X 0 1 X 1 0 X 9733245 10294028 6574509 8265827 6907389 41774998 9733245 10294028 6574509 8265827 6907389 41774998 5124798 36650200 1722492 1835469 1660215 2004724 1957518 9180418 12563 62384 33996 38760 147703 20341 27701 58645 87930 116772 311389 51414508 7362017 0.71280 0.66410 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CAFE RENT - 2014 AMOUNT: $ 20,341. 2015 AMOUNT: $ 27,701. 2016 AMOUNT: $ 58,645. 2017 AMOUNT: $ 87,930. 2018 AMOUNT: $ 116,772. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 32656586 1169014 1309942 32515658 31208662 2737640 1289716 32656586 29750331 2712375 1254044 31208662 31743011 -839324 1153356 29750331 31691314 1204601 1152904 31743011 0.56930 0.43070 0.00000 0 0 15393498 15393498 32461156 16484933 15976223 1031415 714170 317245 16204510 11016505 5188005 36874971 FUND OF FUNDS 32125828 F VENTURE CAPITAL FUNDS 2542 F 32128370 X 11806613 1167542 1167542 10639071 -605931 -605931 10033140 15590624 605931 605931 14984693 0 14984693 PART III, LINE 1A: THE MUSEUM'S COLLECTIONS ARE MADE UP OF ARTIFACTS AND ORAL HISTORIES 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 ARE RECORDED IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED AS DECREASES IN UNRESTRICTED NET ASSETS OR AS TEMPORARILY RESTRICTED NET ASSETS 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 41,000 HISTORICAL OBJECTS, NEARLY 53,500 DOCUMENT RECORDS RELATED TO THE HISTORY OF COMPUTING, MORE THAN 17,000 SOFTWARE TITLES, AND AN ESTIMATED 34,500 PHOTOGRAPHS AND MOVING IMAGES. THE MUSEUM HAS CATALOGUED ALMOST 149,000 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 THE 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, 2019 AND 2018, 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 -173,283. VENUE EXPENSES -432,648. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 173,283. VENUE EXPENSES 432,648. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 5171572 0 0 0 0 0 0 5171572 0 5171572 1 0 0 1 1 0 PART I, LINE 3 METHOD OF ACCOUNTING - ACCRUAL BASIS, INVESTMENTS X X X X X X 0 1 0 0 0 0 0 1 0 DAN'L LEWIN PRESIDENT & CEO 263023 0 15000 0 0 0 54703 0 12191 0 344917 0 0 0 GEORGE HOLMES CFO 189846 0 13568 0 0 0 6261 0 18714 0 228389 0 0 0 GARY MATSUSHITA VP OPERATIONS 167482 0 13714 0 0 0 5548 0 19734 0 206478 0 0 0 MICHELLE MERTZ CDO 231407 0 22016 0 0 0 7241 0 11348 0 272012 0 0 0 LAUREN SILVER VP EDUCATION 143533 0 9625 0 0 0 4735 0 13313 0 171206 0 0 0 KIRSTEN TASHEV VP COLLECTIONS & EXHIBITION 159486 0 14577 0 0 0 3923 0 533 0 178519 0 0 0 MARGUERITE GONG HANCOCK EXEC DIR, EXPONENTIAL CENTER 191515 0 12875 0 0 0 0 0 22998 0 227388 0 0 0 LISA KATCHMAN CONTROLLER 136267 0 10313 0 0 0 4484 0 21819 0 172883 0 0 0 KATHRYN PHELAN DIR OF PHILANTHROPY 134856 0 1400 0 0 0 4131 0 20723 0 161110 0 0 0 PART I, LINE 4B DAN'L LEWIN PARTICIPATED IN A 457 PLAN DURING THE 2018 CALENDAR YEAR. THE MUSEUM CREDITED $46,499 TO THE PLAN FOR THE 2018 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 0.05220 0.05220 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 X 7 122028 FMV X 100 - 10TB HDDS 1 30744 FMV X MS CLOUD AZURE 1 5000 FMV 1 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 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 PUBLISHED 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 XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.