2022-03-09T14:20:30-06:00 2021-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2020-07-01 770507525 COMPUTER HISTORY MUSEUM COMP 6508101010 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 GEORGE HOLMES CFO 6508101010 2022-03-05 1 GEORGE HOLMES 999009999 KATY BROWN P00650274 9257902600 2022-03-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAN'L LEWIN 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 14616230 0 X WWW.COMPUTERHISTORY.ORG X 1999 CA CHM DECODES TECHNOLOGY - ITS COMPUTING PAST, DIGITAL PRESENT, AND FUTURE IMPACT ON HUMANITY. 41 41 65 57 79642 0 8939262 10264401 739076 22340 -13411 -5407 931089 233027 10596016 10514361 0 100000 0 0 7262151 6849120 0 0 836205 6901244 6216826 14163395 13165946 -3567379 -2651585 71401475 77337441 13856905 14028353 57544570 63309088 X CHM DECODES TECHNOLOGY - ITS COMPUTING PAST, DIGITAL PRESENT, AND FUTURE IMPACT ON HUMANITY. 0 1 2556768 100000 4405 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 43,000 HISTORICAL OBJECTS, 77,000 DOCUMENT RECORDS, MORE THAN 30,000 SOFTWARE TITLES, AND AN ESTIMATED 30,000 PHOTOGRAPHS AND MOVING IMAGESRELIES 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 NORMALLY RECEIVES VISITS FROM RESEARCHERS BUT WAS CLOSED DURING THE CURRENT YEAR DUE TO THE PANDEMIC. HOWEVER, ITS ARCHIVAL STAFF FULFILLED APPROXIMATELY 475 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. 4763145 17347 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 OVER 40,000 SQUARE FEET OF THE EXHIBIT HALLS DESIGNED TO ENGAGE, EDUCATE, AND ENTERTAIN A GENERAL PUBLIC AUDIENCE. SIGNATURE EXHIBITS INCLUDE REVOLUTION: THE FIRST 2000 YEARS OF COMPUTING; MAKE SOFTWARE CHANGE THE WORLD; AND A 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.DUE TO THE COVID-19 PANDEMIC, THE MUSEUM CLOSED ITS DOORS TO ALL ON-SITE ACTIVITIES AND EVENTS FOR THE SAFETY OF ITS GUESTS, STAFF, AND VOLUNTEERS. WHILE ANTICIPATING ANNUAL ATTENDANCE OF OVER 130,000 VISITORS, INCLUDING ALMOST 60% OF THOSE BEING INTERNATIONAL, THE CLOSURE RESULTED IN ZERO ATTENDANCE FOR PHYSICAL VISITS.WHILE THE PHYSICAL MUSEUM REMAINED 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. THE CHM WEBSITE- ITS DIGITAL PORTAL TO ITS EXHIBITS, BLOGS, TIMELINES, EVENTS, AND MORE- RECEIVED VISITS FROM USERS IN OVER 244 COUNTRIES AND TERRITORIES WORLDWIDE, WITH APPROXIMATELY 7 MILLION PAGE VIEWS IN FISCAL 2021, AND NOW OVER 100 MILLION VIEWS SINCE ITS INCEPTION.CHM'S DIGITAL DISTRIBUTION AND SOCIAL MEDIA CHANNELS INCLUDED FACEBOOK, WITH OVER 113,000 FOLLOWERS, TWITTER, WITH OVER 39,000, AND INSTAGRAM, LINKED IN, AND TUMBLER SITES. THE CHM YOUTUBE CHANNEL, WHICH RECEIVED OVER 1 MILLION ANNUAL VIEWS FOR ITS APPROXIMATE 875 PUBLISHED VIDEOS HAS NOW GROWN TO APPROXIMATELY 49,000 SUBSCRIBERS AND 15 MILLION VIEWS SINCE IT DEBUTED IN 2008. THE INSTITUTION'S CREATIVE SUITE OF PUBLISHING PLATFORMS INCLUDES THE CHM BLOG, WHICH HAD OVER 300,000 VIEWS IN 2021, AND ITS DIGITAL MEDIUM AND CORE+ PLATFORMS. SINCE INTRODUCED IN 2017, THESE TWO FORUMS HAVE NOW PUBLISHED 100 STORIES, WITH A READERSHIP OF OVER 80,000, 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 CORE MAGAZINES HAVE BEEN VIEWED BY OVER 70,000 READERS. 3053090 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. DUE TO THE COVID-19 PANDEMIC AND THE SUBSEQUENT CLOSURE OF THE PHYSICAL STAGE TO LIVE, ON-SITE EVENTS, THE MUSEUM QUICKLY PIVOTED TO A FORMAT OF ALL VIRTUAL PROGRAMS AND LECTURES. IN FISCAL 2021, CHM PRODUCED 18 VIRTUAL EVENTS WITH 5,020 ATTENDEES. HIGHLIGHTED MAJOR THEMES FOR FISCAL 2021 WERE DECODING TECHNOLOGY, DECODING INNOVATION, AND A STRONG FOCUS ON AI-RELATED ISSUES. NOTABLE PROGRAMS INCLUDED "THE HIDDEN COST OF AI" FEATURING USC ANNENBERG RESEARCH PROFESSOR KATE CRAWFORD ; A SPECIAL SCREENING AND EXPERT PANEL DISCUSSION OF A NEW DOCUMENTARY "CODED BIAS" ABOUT HOW AI CAN PERPETUATE CLASS, RACE AND GENDER INEQUITIES; "IF/THEN: DEMOCRACY AT THE CROSSROADS" WITH AWARD-WINNING HARVARD HISTORIAN JILL LEPORE; NATIONAL ELECTION FOCUSED EVENTS INCLUDING "DECODING THE ELECTION" IN SEPTEMBER AND "ELECTION 2020" IN OCTOBER; AND "THE SOCIAL MEDIA HYPE MACHINE" WITH MIT PROFESSOR SINAN ARAL IN CONVERSATION WITH JOHN MARKOFF. THE 2021 PROGRAMMING CALENDAR ALSO CELEBRATED TECHNOLOGY LUMINARIES RAJ REDDY AND RAY OZZIE, TWO NEWEST CHM FELLOW AWARD RECIPIENTS ON AN INNOVATIVE NEW DIGITAL PLATFORM.IN FISCAL 2021, THE COVID-19 PANDEMIC DID NOT ALLOW THE MUSEUM TO HOLD 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. 10373003 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 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 20 0 1 65 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 41 41 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 THE BOARD 1.00 X X 0 0 0 GREGORY PAPADOPOULOS BOARD MEMBER/VICE CHAIR OF THE 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 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 JACKSON BUSCH BOARD MEMBER (THRU 04/21) 1.00 X 0 0 0 ANDREA CUNNINGHAM BOARD MEMBER (AS OF 10/20) 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 NANCY DUARTE BOARD MEMBER (AS OF 10/20) 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 THOMAS 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 DOROTHY HAYES BOARD MEMBER 1.00 X 0 0 0 GARDNER HENDRIE BOARD MEMBER 1.00 X 0 0 0 CHUCK HOUSE BOARD MEMBER (THRU 04/21) 1.00 X 0 0 0 JOSEPH HURD BOARD MEMBER (AS OF 10/20) 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 (AS OF 10/20) 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 (AS OF 10/20) 1.00 X 0 0 0 GRANT SAVIERS BOARD MEMBER 1.00 X 0 0 0 JOHN SHOCH BOARD MEMBER (THRU 04/21) 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 ERIN TEAGUE BOARD MEMBER (AS OF 04/21) 1.00 X 0 0 0 ROBERT THEIS BOARD MEMBER 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 DAN'L LEWIN CEO & PRESIDENT 40.00 X 345170 0 26090 MICHELLE MERTZ CDO, VP DEVELOPMENT 40.00 X 218733 0 20434 GEORGE HOLMES CFO, VP FINANCE 40.00 X 187588 0 26822 MARGUERITE GONG HANCOCK VP INNOVATION 40.00 X 180662 0 26582 DAVE EVANS CIO, VP INFORMATION TECH 40.00 X 177154 0 28860 MARIE JACKSON CMO, VP MARKETING 40.00 X 176665 0 13734 GARY MATSUSHITA VP OPERATIONS 40.00 X 146044 0 25409 KIRSTEN TASHEV VP COLLECTIONS & EXHIBITION 40.00 X 154678 0 4531 MICHELLE FOSTER DIRECTOR, PHILANTHROPY 40.00 X 138012 0 30783 JOHN BISCEVIC DIRECTOR, IT STRATEGY & PROGRAM MGMT 40.00 X 136989 0 16756 JAMES AMARAL CONTROLLER 40.00 X 126962 0 20171 PAULA JABLONER SR DIRECTOR, RESEARCH ARCHIVES 40.00 X 127462 0 14945 ANGES TONG DIRECTOR, FINANCE SYSTEMS 40.00 X 122342 0 19235 2238461 0 274352 20 0 1 0 TRACTION SALES AND MARKETING INC 2700 PRODUCTION WAY 5TH FLOOR BURNABY BRITISH COLUMBIA CA V5A 0C2 SOFTWARE IMPLEMENTATION 1004396 SUPREME BUILDING MAINTENANCE 2731 JUNCTION AVE PO BOX 641383 SAN JOSE CA 95164 JANITORIAL, MAINTENANCE & CONSTRUCTION 267625 SALESFORCECOM INC PO BOX 203141 DALLAS TX 753203141 SOFTWARE LICENSING 187107 3 168448 1132200 8963753 2319472 10264401 EXHIBITIONS-GATE SALES 713990 17935 17935 COLLECTIONS & RESEARCH 713990 4405 4405 22340 1469 -14159 15628 433028 199413 233615 233615 93801 139814 3894992 3901868 -6876 -6876 -6876 588 -588 -588 10514361 21752 79642 148566 100000 100000 1789672 1234328 288202 267142 4009103 2861699 808021 339383 62917 34908 22964 5045 594770 475254 68124 51392 392658 288178 65297 39183 364 364 92428 92428 643358 494003 99778 49577 64320 28198 4438 31684 273468 223619 37118 12731 516952 430642 62659 23651 898239 837952 59830 457 1422 1322 96 4 162693 50658 112035 2875208 2740406 124755 10047 73620 67941 5679 LECTURE & FELLOWS 442189 442189 BOND-RELATED FEES 95260 95260 OTHER EXPENSES 52644 37045 9690 5909 ARTIFACT COLLECTION 24661 24661 13165946 10373003 1956738 836205 2342356 4382674 1496371 2075415 410627 578182 45396 6989 100520 99567 283840 245901 67075189 34236839 35363770 32838350 31326801 36841036 31794 269327 71401475 77337441 1198934 1621572 626482 424957 6937300 6942478 5094189 5039346 13856905 14028353 X 42277501 45436487 15267069 17872601 57544570 63309088 71401475 77337441 -2651585 8416103 0 X X 0 1 X 1 0 X 6574509 8265827 6907389 8939262 10264401 40951388 6574509 8265827 6907389 8939262 10264401 40951388 7624369 33327019 1660215 2004724 1957518 1446366 270866 7339689 33996 38760 79642 152398 58645 87930 116772 64992 328339 48771814 5233785 0.68330 0.68940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CAFE RENT - 2016 AMOUNT: $ 58,645. 2017 AMOUNT: $ 87,930. 2018 AMOUNT: $ 116,772. 2019 AMOUNT: $ 64,992. 2020 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 32416342 8409227 2388290 38437279 32515658 1201693 1301009 32416342 32656586 1169014 1309942 32515658 31208662 2737640 1289716 32656586 29750331 2712375 1254044 31208662 0.58600 0.36430 0.04970 0 0 15393498 15393498 32847199 19531068 13316131 1037203 813903 223300 17797289 13891868 3905421 32838350 DIVERSIFIED MULTI-ASSET FUNDS 36817191 F OTHER FUND OF FUNDS 23845 F 36841036 X 19130465 8416103 8416103 10714362 -200001 -200001 10514361 13365947 200001 200001 13165946 0 13165946 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, 2021 AND 2020, 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 -588. RENTAL EXPENSES -199,413. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 588. RENTAL EXPENSES 199,413. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 6982456 0 0 0 0 0 0 6982456 0 6982456 1 0 0 1 1 0 PART I, LINE 3: METHOD OF ACCOUNTING - ACCRUAL BASIS, INVESTMENTS PART III ACCOUNTING METHOD: 1 CALLA HEALTH FOUNDATION 701 W MAIN ST STE 410 DURHAM NC 27701 833511685 OTHER 20000 GENERAL ASSISTANCE GAPHEALTH TECHNOLOGIES 1151 N MAGNOLIA AVE STE 109 ANAHEIM CA 92801 474697259 501(C)(3) 30000 GENERAL ASSISTANCE LELAND STANFORD JUNIOR UNIVERSITY 26 GALVEZ STREET STANFORD CA 94305 941156365 501(C)(3) 50000 GENERAL ASSISTANCE 2 1 PART I, LINE 2: CHM MAINTAINS THE RECORDS SUBSTANTIATING THE PRIZE AWARDS INCLUDING THE CRITERIA FOR THE SELECTED RECIPIENTS. THE AWARDS WERE GIVEN TO ORGANIZATIONS SUPPORTING THEIR WORK. CHM IS NOT MONITORING THE USE OF THE FUNDS. THEY ARE UNRESTRICTED PRIZE AWARDS GIVEN IN RECOGNITION OF THE RECIPIENTS' ACHIEVEMENTS. X X X X X X 0 1 0 0 0 0 0 1 0 DAN'L LEWIN CEO & PRESIDENT 293572 0 0 0 51598 0 7985 0 18105 0 371260 0 0 0 MICHELLE MERTZ CDO, VP DEVELOPMENT 211233 0 7500 0 0 0 6642 0 13792 0 239167 0 0 0 GEORGE HOLMES CFO, VP FINANCE 172588 0 15000 0 0 0 5681 0 21141 0 214410 0 0 0 MARGUERITE GONG HANCOCK VP INNOVATION 175662 0 5000 0 0 0 0 0 26582 0 207244 0 0 0 DAVE EVANS CIO, VP INFORMATION TECH 172154 0 5000 0 0 0 5527 0 23333 0 206014 0 0 0 MARIE JACKSON CMO, VP MARKETING 176665 0 0 0 0 0 0 0 13734 0 190399 0 0 0 GARY MATSUSHITA VP OPERATIONS 141044 0 5000 0 0 0 4586 0 20823 0 171453 0 0 0 MICHELLE FOSTER DIRECTOR, PHILANTHROPY 138012 0 0 0 0 0 1371 0 29412 0 168795 0 0 0 KIRSTEN TASHEV VP COLLECTIONS & EXHIBITION 149678 0 5000 0 0 0 3998 0 533 0 159209 0 0 0 JOHN BISCEVIC DIRECTOR, IT STRATEGY & PROGRAM MGMT 134989 0 2000 0 0 0 4122 0 12634 0 153745 0 0 0 PART I, LINE 4B DAN'L LEWIN PARTICIPATED IN A 457 PLAN DURING THE 2020 CALENDAR YEAR. THE MUSEUM CREDITED $51,598 TO THE PLAN FOR THE 2020 CALENDAR YEAR, THIS AMOUNT WAS 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 0.00100 0.00100 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 X 16 2110712 FMV X 141 0 X OFFICE F & E 2 208760 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 CAFE RENT) WERE ADVERSELY IMPACTED FOR THE REMAINDER OF THE FISCAL YEAR ENDED JUNE 30, 2020 AND ENTIRETY OF YEAR ENDED JUNE 30, 2021, AND ARE BEING IMPACTED FOR THE NEXT YEAR ENDING JUNE 30, 2022, 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. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.