2024-05-14T13:06:53-05:00 2023-06-30 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2022-07-01 942864660 THE TECH INTERACTIVE TECH 4087956116 201 SOUTH MARKET STREET SAN JOSE CA 95113 KATRINA STEVENS PRESIDENT AND CEO 4087956116 2024-05-07 1 KATRINA STEVENS XXX-XX-XXXX 0 BRIAN YACKER P00401346 9492222999 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATRINA STEVENS 201 SOUTH MARKET STREET SAN JOSE CA 95113 17214773 0 X WWW.THETECH.ORG X 1983 CA TO INSPIRE THE INNOVATOR IN EVERYONE. 30 30 166 283 56702 0 15385115 13710875 1142709 1908585 3065 93488 444762 968236 16975651 16681184 0 0 0 0 9534490 11149853 0 0 3370182 8584656 10145442 18119146 21295295 -1143495 -4614111 88983171 87342914 1518234 3516199 87464937 83826715 X TO INSPIRE THE INNOVATOR IN EVERYONE. THE TECH INTERACTIVE (FORMERLY THE TECH MUSEUM OF INNOVATION) IS A NONPROFIT EXPERIENTIAL LEARNING RESOURCE DESIGNED TO HELP PEOPLE AND COMMUNITIES THRIVE IN A TECHNOLOGICAL AGE. THE TECH DOES THIS WITH EXHIBITS AND PROGRAMS THAT INSPIRE PEOPLE WITH THE POWER OF TECHNOLOGY TO IMPROVE LIVES AND BUILD BETTER COMMUNITIES. 0 0 9817681 2317473 EXHIBITS, PROGRAMS, AND EXPERIENCES: UNRAVEL MYSTERIES AS VAST AS THE COSMOS AND AS PERSONAL AS YOUR HEARTBEAT IN THE TECH INTERACTIVE'S GALLERIES, WHICH OFFER HANDS-ON OPPORTUNITIES TO EXPLORE HOW TECHNOLOGICAL INNOVATION IS CHANGING OUR LIVES. WHETHER YOU HAVE AN HOUR OR A FULL DAY, OUR EXHIBITIONS WILL INSPIRE, EDUCATE AND ENTERTAIN WHILE MAKING YOU WANT TO COME BACK SOON - VISITS TO THE TECH INTERACTIVE ARE NEVER THE SAME TWICE! WE HOPE YOU CARRY THE SPIRIT OF OUR EXHIBITIONS HOME, WHERE THE INNOVATOR INSIDE OF YOU CAN STRIVE TO MAKE OUR WORLD A BETTER PLACE. THE TECH HOSTS TWO ANNUAL SIGNATURE PROGRAMS. THE TECH CHALLENGE IS A TEAM COMPETITION THAT INSPIRES THOUSANDS OF STUDENTS IN GRADES 4-12 TO DESIGN AND BUILD DEVICES THAT SOLVE A REAL-WORLD PROBLEM. FOR 35 YEARS, THE TECH CHALLENGE HAS CONNECTED WITH VARIOUS ETHNIC AND SOCIOECONOMIC COMMUNITIES TO INTRODUCE STUDENTS NOT ONLY TO SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS (STEM) CONCEPTS, BUT ALSO TO THE THRILL OF HANDS-ON LEARNING AND REAL-WORLD DESIGN. THE TECH FOR GLOBAL GOOD, AN EVOLUTION OF THE TECH AWARDS, AIMS TO INSPIRE YOUNG PEOPLE TO USE TECHNOLOGY TO SOLVE GLOBAL CHALLENGES BY CONNECTING THEM WITH THE PEOPLE DOING JUST THAT AROUND THE WORLD. EVERY EXPERIENCE IS DESIGNED FOR YOU TO EXPLORE, EXPERIMENT, CREATE AND CHALLENGE YOURSELF TO DO MORE WITH TECHNOLOGY. STOP IN FOR A WORKSHOP OR ONE OF OUR MANY ACTIVITIES AND LEAVE WITH NEW SKILLS, AS WELL AS CONFIDENCE IN YOUR ABILITY TO BUILD A BETTER WORLD. 4179348 VISITOR SERVICES: OUR VISITOR SERVICES INCLUDE OPERATIONS, GROUP RESERVATIONS, BIRTHDAY PARTIES, SAFETY AND SECURITY, IMAX, SPECIAL EVENTS, AND VOLUNTEER SERVICES. WE'RE EXCITED TO WELCOME YOU BACK FOR A FUN AND SAFE SCIENCE LEARNING EXPERIENCE. THE TECH HOSTS AS MANY AS 500,000 PEOPLE A YEAR IN ITS GALLERIES AND PROGRAMS AND HAS APPROXIMATELY 3,500 MEMBER HOUSEHOLDS. YOUR SUPPORT ALLOWS US TO OFFER A VARIETY OF IN-PERSON AND VIRTUAL PROGRAMS TO UNDERSERVED STUDENTS ACROSS THE BAY AREA. WE RELY ON YOUR SUPPORT FOR OUR EFFORTS INCLUDING THE CREATION OF DIGITAL ACTIVITIES AND EDUCATIONAL RESOURCES AND PROVIDING SAFE LEARNING PROGRAMS FOR STUDENTS DURING THE PANDEMIC. 2027428 EDUCATION: EDUCATION IS AT THE HEART OF EVERYTHING WE DO AT THE TECH. WE ENCOURAGE CURIOSITY FOR SCIENCE, ENGINEERING, MATH AND TECHNOLOGY IN STUDENTS ON FIELD TRIPS, EDUCATORS IN OUR PROFESSIONAL DEVELOPMENT PROGRAMS, AND FAMILIES IN OUR COMMUNITIES. WE STRIVE TO ENSURE THAT EVERYONE WE SERVE HAS THE OPPORTUNITY TO LEARN SKILLS THE FUTURE WILL DEMAND. EDUCATIONAL LEARNING EXPERIENCES INCLUDE BUT ARE NOT LIMITED TO: DESIGN CHALLENGE LEARNING, THE TECH AT HOME, PROFESSIONAL DEVELOPMENT FOR TEACHERS, FIELD TRIPS, AND VIRTUAL STUDENT PROGRAMS. 16024457 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 49 0 1 166 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 4087956116 201 SOUTH MARKET STREET SAN JOSE CA 95113 KATRINA STEVENS PRESIDENT AND CEO 40.00 X 402373 0 55435 GRETCHEN WALKER CHIEF LEARNING OFFICER 40.00 X 191903 0 33240 MARIA PAPPAS CHIEF PHILANTHROPY OFFICER 40.00 X 190110 0 27000 HARVARD SUNG CHIEF FINANCIAL/OPERATIONS OFFICER 40.00 X 187923 0 18354 DAN RUTH IT DIRECTOR 40.00 X 131552 0 22468 KELLY CASTELLON ASSOCIATE VP, DEVELOPMENT 40.00 X 129965 0 15817 ERICA BARRUETO VP LEARNING 40.00 X 129481 0 14400 DORIS BELL VP OPERATIONS 40.00 X 136946 0 6780 JUDY SANDERS HR DIRECTOR 40.00 X 131380 0 300 GERALD HELD BOARD CHAIR 2.00 X X 0 0 0 MATTHEW A SAPP VICE CHAIR, PRESIDENT ELECT 4.00 X X 0 0 0 TINA KNAUSS BOARD TREASURER 1.00 X X 0 0 0 RAQUEL GONZALEZ BOARD SECRETARY 1.00 X X 0 0 0 MALA ANAND DIRECTOR 1.00 X 0 0 0 MARIMO BERK DIRECTOR 1.00 X 0 0 0 GLORIA CHEN DIRECTOR 1.00 X 0 0 0 JUAN CRUZ DIRECTOR 1.00 X 0 0 0 SOMESH DASH DIRECTOR 1.00 X 0 0 0 JAMES DEICHEN DIRECTOR 4.00 X 0 0 0 CHRIS DIGIORGIO DIRECTOR 4.00 X 0 0 0 MOHANA DISSANAYAKE DIRECTOR 1.00 X 0 0 0 CARL ESCHENBACH DIRECTOR 1.00 X 0 0 0 AYMERIC GISSELBRECHT DIRECTOR 1.00 X 0 0 0 WILLIAM HEIL DIRECTOR 1.00 X 0 0 0 JOHN HEINLEIN DIRECTOR 1.00 X 0 0 0 KATE HOGAN DIRECTOR 1.00 X 0 0 0 SHANNON HUNT-SCOTT DIRECTOR 4.00 X 0 0 0 MICHELE JANES DIRECTOR 1.00 X 0 0 0 JOE KAVA DIRECTOR 1.00 X 0 0 0 RANDY KRENZIN DIRECTOR 1.00 X 0 0 0 LISA MILLORA DIRECTOR 1.00 X 0 0 0 PAT MCGOVERN DIRECTOR 1.00 X 0 0 0 OMKARAM NALAMASU DIRECTOR 1.00 X 0 0 0 JANINE PELOSI DIRECTOR 1.00 X 0 0 0 DANIEL PEREZ DIRECTOR 2.00 X 0 0 0 CHAD SEILER DIRECTOR 1.00 X 0 0 0 LINDO ST ANGEL DIRECTOR 1.00 X 0 0 0 STEVE YOUNG DIRECTOR 1.00 X 0 0 0 SEAN WHITE DIRECTOR 1.00 X 0 0 0 1631633 0 193794 18 0 1 0 TECTONIC VIDEO INC 419 N MARION ST OAK PARK IL 60302 VIDEO PRODUCTION SERVICES 301702 ADDISON GROUP 1134 CRANE AVE STE 100 MENLO PARK CA 94025 CONSULTING 157223 ADAMSON ASSOCIATES INC 700 S FLOWER ST STE 860 LOS ANGELES CA 90017 ARCHITECTURAL PLANNING 153978 VELOCITY GLOBAL 1701 PLATTE ST 210 DENVER CO 80202 CONSULTING 138408 4 360376 3721347 9629152 193015 13710875 ADMISSION AND FEES 611710 1434810 1434810 IMAX (EDUCATION) 900099 473775 473775 1908585 93488 891 92597 722270 324222 398048 398048 398048 618255 209367 408888 408888 SERVICE FEES 900099 64751 64751 IMAX (HOLLYWOOD) 900099 55811 55811 REFUND 900099 38634 38634 2104 2104 161300 16681184 2317473 56702 596134 X 1106337 557185 332042 217110 8827140 7052226 472543 1302371 521941 367204 66400 88337 694435 528806 55445 110184 23915 23915 158370 158370 46761 46761 3006003 2349927 175353 480723 947169 236760 710409 49335 4626 19582 25127 13049 6415 2938 3696 178643 178643 2948968 2220102 512987 215879 3279 1612 738 929 1127930 1099776 7426 20728 202950 188127 8797 6026 MATERIALS AND SUPPLIES 702304 702304 THE TECH CHALLENGE 473963 268046 17359 188558 EQUIPMENT RENTAL 262803 262698 105 21295295 16024457 1900656 3370182 64238 73392 3183388 3975200 2867493 2316109 19741 18165 74689 66494 39914831 34028111 6374240 5886720 34756177 32165024 41643205 42841810 88983171 87342914 1293169 1633751 225065 282850 0 1599598 1518234 3516199 X 10345953 10325048 77118984 73501667 87464937 83826715 88983171 87342914 -4614111 1374409 -398520 0 X X 0 1 X 1 0 X 8786133 21033563 9385140 15385115 13710875 68300826 1226502 23531078 1024683 1015200 1005480 27802943 10012635 44564641 10409823 16400315 14716355 96103769 10731311 85372458 471781 239648 60357 357044 814867 1943697 17034 41693 105489 164216 98211682 12878822 0.86930 0.83170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 17,034. 2021 AMOUNT: $ 41,693. 2022 AMOUNT: $ 2,104. SERVICE FEES - 2022 AMOUNT: $ 64,751. REFUND - 2022 AMOUNT: $ 38,634. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23938350 1112927 1308891 23742386 27300679 -1705854 1656475 23938350 21494321 6583345 776987 27300679 21312919 947394 765992 21494321 20122645 1942286 752012 21312919 0.00000 0.70405 0.29595 0 0 13290405 12905172 385233 8075536 8055515 20021 18548890 13067424 5481466 5886720 EQUITY FUNDS 12161630 F VENTURE CAPITAL FUNDS & PARTNERSHIPS 5815524 F CERTIFICATES OF DEPOSIT 14187870 F 32165024 CITY OF SAN JOSE LEASE 41224685 LIQUOR LICENSE 20000 OPERATING LEASE RIGHT OF USE ASSETS 1597125 42841810 OPERATING LEASE LIABILITIES 1599598 1599598 X 19607407 1374409 1064986 2439395 17168012 46761 -533589 -486828 16681184 23245629 1463506 533589 1997095 21248534 46761 46761 21295295 PART V, LINE 4: THE INTENDED USE OF THE TECH'S ENDOWMENT FUNDS IS TO PROVIDE A DEPENDABLE AND GROWING SOURCE OF FUNDING FOR THE SUPPORT OF OPERATIONS, SPECIAL PROGRAMS, AND CAPITAL IMPROVEMENTS OF THE TECH. PART X, LINE 2: THE TECH HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE, AND FROM CALIFORNIA INCOME TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. ALTHOUGH AN ORGANIZATION IS RECOGNIZED AS TAX EXEMPT, IT IS STILL LIABLE FOR TAX ON ITS UNRELATED BUSINESS TAXABLE INCOME (UBTI). THE TECH BELIEVES IT DOES NOT HAVE UBTI THAT WILL RESULT IN AN INCOME TAX LIABILITY AT JUNE 30, 2023 AND 2022. THE TECH APPLIES THE PROVISIONS SET FORTH IN FASB ASC TOPIC 740, INCOME TAXES, TO ACCOUNT FOR THE UNCERTAINTY IN INCOME TAXES. THE TECH HAS ASSESSED ALL INCOME TAX POSITIONS TAKEN WHERE THE STATUTE OF LIMITATION REMAINS OPEN. THE TECH BELIEVES ITS TAX FILING POSITIONS WILL BE SUSTAINED UPON TAX EXAMINATION; THEREFORE, NO LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS HAS BEEN RECORDED AT JUNE 30, 2023 AND 2022. THE TECH DOES NOT ANTICIPATE ANY SIGNIFICANT INCREASES OR DECREASES TO UNCERTAIN INCOME TAX POSITIONS DURING THE NEXT TWELVE MONTHS. THE TECH'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990) IS SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE TECH'S CALIFORNIA EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN IS SUBJECT TO EXAMINATION, GENERALLY FOR FOUR YEARS AFTER IT IS FILED WITH THE FRANCHISE TAX BOARD. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -209,367. RENTAL EXPENSE -324,222. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 209,367. RENTAL EXPENSE 324,222. X X 0 0 0 0 0 0 0 0 0 KATRINA STEVENS PRESIDENT AND CEO 402373 0 0 0 0 0 47500 0 7935 0 457808 0 0 0 GRETCHEN WALKER CHIEF LEARNING OFFICER 191903 0 0 0 0 0 27000 0 6240 0 225143 0 0 0 MARIA PAPPAS CHIEF PHILANTHROPY OFFICER 190110 0 0 0 0 0 27000 0 0 0 217110 0 0 0 HARVARD SUNG CHIEF FINANCIAL/OPERATIONS OFFICER 187923 0 0 0 0 0 9600 0 8754 0 206277 0 0 0 DAN RUTH IT DIRECTOR 131552 0 0 0 0 0 20500 0 1968 0 154020 0 0 0 X 1 1034 FMV X 15 189749 FMV X 1 2232 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS AND APPROVES THE FILING OF THE RETURNS. ALL BOARD MEMBERS ARE SENT A FINAL DRAFT OF THE RETURNS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, EACH CORPORATE OFFICER, THE HIGHEST RANKING OR CHIEF MANAGEMENT OFFICIAL, THE HIGHEST RANKING OR CHIEF FINANCIAL OFFICER, EACH KEY EMPLOYEE OF THE TECH, AND OTHERS THAT THE TECH MAY IDENTIFY, IS REQUIRED TO SIGN A STATEMENT THAT: 1) AFFIRMS THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY; AND 2) DISCLOSES THE PERSON'S INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. ALL SUCH STATEMENTS BY DIRECTORS AND OFFICERS ARE REQUIRED TO BE FILED WITH THE RECORDS OF THE BOARD OR COMMITTEE; STATEMENTS BY OTHERS SHALL BE RETAINED IN THEIR PERSONNEL FILES. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE APPROVES COMPENSATION FOR THE CEO AND CFO. THE ORGANIZATION PERIODICALLY CONDUCTS AND/OR REVIEWS COMPENSATION COMPARISONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 321,636. MANAGEMENT AND GENERAL EXPENSES 99,266. FUNDRAISING EXPENSES 233,385. TOTAL EXPENSES 654,287. MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 1,613,972. MANAGEMENT AND GENERAL EXPENSES 20,561. FUNDRAISING EXPENSES 56,640. TOTAL EXPENSES 1,691,173. ARCHITECTURAL PLANNING: PROGRAM SERVICE EXPENSES 75,693. MANAGEMENT AND GENERAL EXPENSES 34,668. FUNDRAISING EXPENSES 43,617. TOTAL EXPENSES 153,978. DOCUMENT MANAGEMENT SERVICES: PROGRAM SERVICE EXPENSES 18,717. MANAGEMENT AND GENERAL EXPENSES 8,573. FUNDRAISING EXPENSES 10,786. TOTAL EXPENSES 38,076. FINANCING SERVICES: PROGRAM SERVICE EXPENSES 469. MANAGEMENT AND GENERAL EXPENSES 215. FUNDRAISING EXPENSES 270. TOTAL EXPENSES 954. HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 1,363. MANAGEMENT AND GENERAL EXPENSES 624. FUNDRAISING EXPENSES 786. TOTAL EXPENSES 2,773. RESEARCH SERVICES: PROGRAM SERVICE EXPENSES 15,335. MANAGEMENT AND GENERAL EXPENSES 7,023. FUNDRAISING EXPENSES 8,836. TOTAL EXPENSES 31,194. SOFTWARE DEVELOPMENT SERVICES: PROGRAM SERVICE EXPENSES 9,657. MANAGEMENT AND GENERAL EXPENSES 4,423. FUNDRAISING EXPENSES 5,565. TOTAL EXPENSES 19,645. VIDEO PRODUCTION SERVICES: PROGRAM SERVICE EXPENSES 293,085. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 120,838. TOTAL EXPENSES 413,923. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.