2025-02-26T19:32:22-06:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-07-01 770507525 COMPUTER HISTORY MUSEUM COMP 6508101010 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 GEORGE HOLMES CFO 6508101010 2025-02-26 1 1 KATY BROWN P00650274 9257902600 2025-02-26 2023 2025-03-06 01:10:19Z DAN'L LEWIN 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 21244670 0 X WWW.COMPUTERHISTORY.ORG X 1999 CA CHM DECODES TECHNOLOGY - ITS COMPUTING PAST, DIGITAL PRESENT, AND FUTURE IMPACT ON HUMANITY. 36 36 73 70 200128 149469 12857473 13751454 851812 1156118 202038 685387 1762367 2531843 15673690 18124802 0 0 0 0 7923773 8752873 154500 210000 1435573 7782728 8481828 15861001 17444701 -187311 680101 71705070 74331833 14283986 13527407 57421084 60804426 X CHM DECODES TECHNOLOGY - ITS COMPUTING PAST, DIGITAL PRESENT, AND FUTURE IMPACT ON HUMANITY. 0 0 2746924 11443 COLLECTIONS 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.SEE SCHEDULE OCHM'S COLLECTING SCOPE SPANS CALCULATORS TO ROBOTS AND PROVIDES UNIQUE PERSPECTIVES INTO THE ONLINE WORLD, ENTREPRENEURSHIP, AND SOFTWARE. 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 1372 ORAL HISTORIES WITH 1,828 PARTICIPANTS 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. IN FY2024, DESPITE BEING CLOSED FOR THREE MONTHS FOR UPGRADES, ARCHIVAL STAFF FULFILLED 464 RESEARCH QUERIES, 127 OF WHICH ORIGINATED FROM OUTSIDE THE UNITED STATES, AND 74 OF WHICH INVOLVED A RESEARCHER VISITING THE SHUSTEK ARCHIVES IN PERSON. THERE WERE ALSO 16 RESEARCHERS WHO CAME TO RESEARCH A PHYSICAL ARTIFACT. 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 PAST WITH A VISION OF THE FUTURE. THE SOFTWARE HISTORY CENTER, ESTABLISHED IN 2016 COLLECTS AND PRESERVES HISTORICAL SOFTWARE, ARCHIVES, AND ORAL HISTORIES. THE CENTER EXPLORES PEOPLE-CENTERED STORIES, DOCUMENTS SOFTWARE-IN-ACTION, AND LEVERAGES THE MUSEUM'S RICH COLLECTIONS TO TELL THE STORY OF SOFTWARE. A POPULAR INITIATIVE WORKS TO RESTORE THE ORIGINAL SOURCE CODE OF HISTORICALLY SIGNIFICANT PRODUCTS AND MAKE THEM PUBLICLY AVAILABLE. 6714932 1144675 EXHIBITIONS: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.SEE SCHEDULE OTHE 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. IN FY2024, GUESTS ALSO EXPERIENCED A DISPLAY OF ICONIC ARTIFACTS RELATED TO THE MACINTOSH COMPUTER ON THE OCCASION OF ITS 40TH ANNIVERSARY. VISITORS ALSO ENJOYED THE RESTORATIONS OF HISTORIC MACHINES IN ACTION IN THE IBM 1401 AND PDP-1 DEMO LABS.IN 2024, ABOUT 91,000 VISITORS CAME TO THE MUSEUM TO SEE THE EXHIBITS, AND AN ADDITIONAL 42,000 PEOPLE ATTENDED EVENTS FOR ORGANIZATIONS THAT RENTED THE MUSEUM AS A VENUE. THE MUSEUM HOSTED 442 GROUP TOURS WITH OVER 14,000 ATTENDEES. SINCE 2011, CHM HAS WELCOMED OVER 1 MILLION VISITORS, INCLUDING THOSE WHO CAME FOR VENUE RENTAL EVENTS, FROM 120 COUNTRIES.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 COLLECTION, EXHIBITS, BLOGS, TIMELINES, EVENTS, AND MORE - RECEIVED 2.9 MILLION PAGE VIEWS IN FISCAL 2024. THE SITE HAS HAD MORE THAN 118 MILLION VIEWS AND 27 MILLION USERS SINCE ITS INCEPTION.CHM'S DIGITAL DISTRIBUTION AND SOCIAL CHANNELS INCLUDED 356,000 FOLLOWERS FROM FACEBOOK, TWITTER, INSTAGRAM, LINKEDIN, AND YOUTUBE. THE CHANNELS RECEIVED OVER 11 MILLION VIDEO VIEWS. THE CHM YOUTUBE CHANNEL HAS 1,745 PUBLISHED VIDEOS, HAS NOW GROWN TO APPROXIMATELY 152,000 SUBSCRIBERS AND 22 MILLION VIEWS SINCE IT DEBUTED IN 2007. THE INSTITUTION'S DIGITAL PUBLISHING PLATFORMS INCLUDE THE CHM BLOG, WHICH HAD MORE THAN 293,000 VIEWS IN FISCAL 2024, AND MEDIUM CORE+. SINCE BEING INTRODUCED IN 2017, THESE FORUMS HAVE PUBLISHED 200+ STORIES AND HAVE 5,000 REGULAR FOLLOWERS. THEY PUBLISH THOUGHT PIECES, RESEARCH ESSAYS, AND ARTICLES ON COMPUTING HISTORY BY CHM'S COMMUNITY OF CURATORS, ACADEMICS, JOURNALISTS, AND OTHERS. EARLIER ISSUES OF CHM'S CORE MAGAZINE ARE AVAILABLE ON THE WEBSITE. 3895306 176590 PUBLIC 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.SEE SCHEDULE OLIVE 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 2024, CHM PRODUCED 11 HYBRID EVENTS WITH 5,828 IN-PERSON AND ONLINE ATTENDEES. NOTABLE PROGRAMS INCLUDED "AI + HUMANITY," WHERE REID HOFFMAN, COFOUNDER OF INFLECTION AI AND FORMER BOARD MEMBER OF OPENAI EXPANDED ON KEY ISSUES FROM HIS NEW BOOK COWRITTEN WITH AI CHATBOT GPT-4; "EQUALIZING EQUITY" ANSWERED THE QUESTION OF WHETHER OR NOT IT'S POSSIBLE TO CREATE WEALTH AND FOSTER SOCIAL JUSTICE THROUGH VENTURE INVESTING IN STARTUPS; NEW YORK TIMES BESTSELLING AUTHOR ANDREW MCAFEE SHARED THE ELEMENTS OF WHAT HE CALLS "THE GEEK WAY," A NEW CORPORATE CULTURE THAT'S FAST-MOVING, EGALITARIAN, EVIDENCE-DRIVEN, AND MORE; AND "INSANELY GREAT: THE APPLE MAC AT 40" SHARED INSIDER STORIES OF THE MAC AND APPLE'S EARLY DAYS FROM KEY MEMBERS OF THE ORIGINAL HARDWARE, SOFTWARE, DESIGN, AND MARKETING/PR TEAMS. THE 2024 PROGRAMMING CALENDAR ALSO HONORED CHM FELLOW AWARD RECIPIENTS RODNEY BROOKS, THOMAS E. KURTZ, AND BARBARA LISKOV. THE CHM FELLOW AWARDS PROGRAM HONORS THE DISTINGUISHED TECHNOLOGY PIONEERS - UNSUNG HEROES AND LEGENDS - FOR THEIR OUTSTANDING MERITS AND SIGNIFICANT CONTRIBUTIONS TO THE ADVANCEMENT OF COMPUTING AND THE EVOLUTION OF THE DIGITAL AGE. THE PROGRAM IS SUPPORTED WITH COLLECTING, EDUCATION, RESEARCH, AND MEDIA ACTIVITIES THAT REFLECT THE SEMINAL WORK OF EACH FELLOW AND PRESERVES THEIR STORIES FOR FUTURE GENERATIONS.IN FY2024, CHM INTRODUCED ALL-DAY TECHFEST EVENTS THAT OFFER SPECIAL FAMILY-ORIENTED EXPERIENCES INCLUDED IN THE PRICE OF MUSEUM ADMISSION. VISITORS ENJOY TECH-THEMED DEMOS, PERFORMANCES, HANDS-ON ACTIVITIES, AND MORE. THE THEMES FOR THE TWO EVENTS IN FY2024 INCLUDED CREATE AND INNOVATE AND "GAMEPLAY."CHM ALSO LAUNCHED A PODCAST IN FY2024 IN COLLABORATION WITH AUDIBLE ORIGINALS AND TREEFORT MEDIA. HOSTED BY RESHMA SAUJANI, FOUNDER OF GIRLS WHO CODE, RECODING HISTORY IS AN IMMERSIVE LOOK INTO THE LIVES OF SOME OF COMPUTER HISTORY'S MOST INGENIOUS AND AUDACIOUS WOMEN. IN STORIES CULLED LARGELY FROM CHM'S ORAL HISTORY INTERVIEWS, 12 REMARKABLE WOMEN RECOUNT THEIR PERSONAL JOURNEYS IN THEIR OWN WORDS, INCLUDING JEAN BARTIK, ORIGINAL ENIAC PROGRAMMER; EVELYN BOYD GRANVILLE, THE SECOND BLACK WOMAN IN THE US TO EARN A PHD IN MATHEMATICS; MARGARET HAMILTON, WHO HELPED PUT THE MEN ON THE MOON; GRACE HOPPER, COMPUTING PIONEER AND NAVY ADMIRAL; AND, AI EXPERT FEI-FEI LI.CHM SUPPORTS A SUITE OF VIRTUAL EDUCATIONAL PROGRAMS AND RESOURCES TO MEET THE NEEDS OF LEARNERS OF ALL AGES. EXHIBIT GUIDES DESIGNED FOR FAMILIES FACILITATE THEME-BASED EXPLORATION IN THE MUSEUM'S SIGNATURE REVOLUTION EXHIBIT. THE #MYCHMEXHIBIT CHALLENGE ALLOWS YOUTH PARTICIPANTS TO 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 REVOLUTION EXHIBIT. RESOURCES ON INNOVATION AND ENTREPRENEURSHIP SERVE COLLEGE AND ADULT AUDIENCES WITH UNIQUE CURRICULA ON TOPICS SUCH AS INNOVATION, ENTREPRENEURSHIP, AND THE SILICON VALLEY ECOSYSTEM MODEL. LESSONS ARE PROVIDED FOR EDUCATORS ON WOMEN IN COMPUTING, THE HISTORY OF SILICON VALLEY, AND THE ENGINEERING DESIGN PROCESS, WHILE DISCUSSION GUIDES ON WOMEN IN TECH AND A SELECT GROUP OF EVENTS PROVIDE ADDITIONAL OPPORTUNITIES FOR ENRICHMENT. CHM ALSO HOSTS SCHOOL GROUPS FOR EDUCATIONAL TOURS. IN 2024, 65 SCHOOL GROUPS WITH 2,441 STUDENTS AND TEACHERS VISITED THE MUSEUM.IN CHM'S TWO DIGITAL GAMES, STUDENTS AROUND THE WORLD ARE EXPLORING MUSEUM ARTIFACTS, MEETING HISTORICAL FIGURES, SEEING HOW TECH CAN SOLVE IMPORTANT GLOBAL CHALLENGES, AND APPLYING WHAT THEY LEARN ABOUT TECHNOLOGY, BUILDING THEIR CAPACITY AS ACTIVE PROBLEM SOLVERS, DIGITAL CITIZENS, AND FUTURE INNOVATORS. THE GREAT TECH STORY, CHM'S WORLD IN MINECRAFT: EDUCATION EDITION, IMMERSES STUDENTS AGES 8-18 IN A VIRTUAL EXHIBIT AND TELEPORTS THEM TO LEARN HARDWARE AND SOFTWARE CONCEPTS, MEET A STARTUP TEAM, DEBATE ETHICS IN TECH, AND REFLECT ON HOW TECHNOLOGY IS USED IN DAILY LIFE. TECHQUEST, CHM'S GAME ON ROBLOX, TEACHES KIDS 8-14 HOW TECHNOLOGY CAN SOLVE REAL-WORLD CHALLENGES. IN CONSERVATION WORLD AND AUTOMATION WORLD, STUDENTS TRACK ANIMALS TO MONITOR BIODIVERSITY, MEASURE THE HEALTH OF CORAL REEFS, SEE HOW AUTOMATION CAN MAKE LIFE EASIER AND SAFER, AND MUCH MORE.CHM HAS AN ACTIVE VOLUNTEER PROGRAM, WITH OVER 100 VOLUNTEERS WORKING TO DIGITIZE COLLECTIONS AND SERVE AS DOCENTS WHO CONDUCT DAILY TOURS AND DEMONSTRATIONS. OVER 9,000 VISITORS PARTICIPATED IN EXHIBIT TOURS IN FY2024. 13357162 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 1 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 39 0 1 73 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 36 36 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 1.00 X X 0 0 0 DAVID HOUSE BOARD MEMBER/VICE CHAIR 1.00 X X 0 0 0 GREGORY PAPADOPOULOS BOARD MEMBER/VICE CHAIR 1.00 X X 0 0 0 LARRY SONSINI BOARD MEMBER/VICE CHAIR 1.00 X X 0 0 0 WHITNEY AMES BOARD MEMBER/SECRETARY 1.00 X 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 SEAMUS BLACKLEY BOARD MEMBER 1.00 X 0 0 0 DANAH BOYD 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 1.00 X 0 0 0 DAVID EMERSON BOARD MEMBER 1.00 X 0 0 0 EILEEN FAGAN BOARD MEMBER 1.00 X 0 0 0 THOMAS FRIEL BOARD MEMBER 1.00 X 0 0 0 JANET HANDLEY BOARD MEMBER 1.00 X 0 0 0 WILLIAM HARDING BOARD MEMBER 1.00 X 0 0 0 GARDNER HENDRIE BOARD MEMBER 1.00 X 0 0 0 JOSEPH KINDALL HURD III BOARD MEMBER 1.00 X 0 0 0 PETER KARPAS BOARD MEMBER 1.00 X 0 0 0 LEWIS C LEE BOARD MEMBER (THRU 4/24) 1.00 X 0 0 0 WADE LOO BOARD MEMBER 1.00 X 0 0 0 DAVID MARTIN BOARD MEMBER 1.00 X 0 0 0 MARIA MARTINEZ BOARD MEMBER 1.00 X 0 0 0 NEIL MACDONALD BOARD MEMBER 1.00 X 0 0 0 LORE HARP MCGOVERN BOARD MEMBER (THRU 4/24) 1.00 X 0 0 0 DEBBY MEREDITH BOARD MEMBER (THRU 4/24) 1.00 X 0 0 0 SANJAY NAIR BOARD MEMBER (THRU 7/23) 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 MARYANNA SAENKO BOARD MEMBER (THRU 4/24) 1.00 X 0 0 0 FREDERICK GRANT SAVIERS 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 ANGELA TRAN BOARD MEMBER 1.00 X 0 0 0 DAVID YARNOLD BOARD MEMBER 1.00 X 0 0 0 CHRISTPHER JAMES WANSTRATH BOARD MEMBER 1.00 X 0 0 0 DAN'L LEWIN CEO & PRESIDENT 40.00 X 442889 0 71400 GEORGE HOLMES CFO, VP FINANCE 40.00 X 220869 0 31746 MARGUERITE GONG HANCOCK VP INNOVATION, CPO 40.00 X 233828 0 27549 RACHEL WILNER VP, CMBO 40.00 X 218367 0 21845 HEIDI QUICKSILVER VP, CIO 40.00 X 219797 0 16125 KIRSTEN TASHEV VP COLLECTIONS & EXHIBITIO 40.00 X 196985 0 38863 MICHELLE MERTZ CDO, VP DEVELOPMENT 40.00 X 259475 0 24536 RORY BROWN VP, FACILITIES & WORKSPACE OP 40.00 X 0 0 0 MICHELLE FOSTER DIR PHIL. - LEGACY & MAJOR 40.00 X 161804 0 42003 MICHELLE DREYBAND DIR PHIL. - CAMPAIGN & MAJ 40.00 X 161582 0 11607 ANGES TONG DIRECTOR, FINANCE SYSTEMS 40.00 X 152169 0 23695 ALISA B WEBER CONTROLLER 40.00 X 142363 0 21600 VALERIE ALSTON SR. DIRECTOR OF MUSEUM SERVICES & SALES 40.00 X 129143 0 22000 2539271 0 352969 30 0 1 0 OAKMONT BUILDING SERVICES 2731 JUNCTION AVE 641383 SAN JOSE CA 95164 BUILDING REPAIRS AND MAINTENANCE 787536 TERENTIA INC 28 CRESCENTWOOD ROAD TORONTO ONTARIO CA M1N 1E3 ONLINE SERVICES, LICENSES & IMPLEMENTATI 257500 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 FUNDRAISING SERVICES, CAMPAIGN DEVELPMT 217500 ROBERT HALF INTERNATIONAL INC PO BOX 743295 LOS ANGELES CA 900743295 TEMPORARY FRONT OF HOUSE, EVENTS AND GIF 206253 SALIENT NETWORKS PO BOX 234040 ENCINITAS CA 920234040 NETWORK INFRASTRUCTURE SUPPORT & UPGRADE 180082 9 235377 13516077 1182442 13751454 EXHIBITIONS-GATE SALES 713990 1144675 1144675 COLLECTIONS & RESEARCH 713990 11443 11443 1156118 319072 108614 210458 2503951 444936 2059015 2059015 91514 1967501 2441871 430900 2451552 54904 -9681 375996 366315 366315 440983 168476 272507 176590 95917 INSURANCE PAYMENT 900099 200321 200321 200321 18124802 1332708 200128 2840512 2061385 1129533 625466 306386 5324608 4111363 633344 579901 84501 80636 3865 768985 638113 61381 69491 513394 384150 69129 60115 10022 10022 56175 56175 210000 210000 1625452 1396049 178684 50719 225138 169998 6305 48835 176983 130563 28550 17870 579728 465563 64686 49479 2222184 2014980 202292 4912 60269 52909 6266 1094 130135 44629 85506 2438685 2384158 36644 17883 94225 86829 7396 BOND-RELATED FEES 523239 523239 EQUIPMENT & SOFTWARE 172685 151663 14305 6717 ARTIFACT COLLECTION 35788 35788 131120 80238 42576 8306 17444701 13357162 2651966 1435573 7651130 11281703 433251 847201 276873 112816 372039 254932 82675 75527 292521 304850 68891218 41570747 28864293 27320471 33686035 34056024 46253 78309 71705070 74331833 1317386 1545116 1440552 888956 6952726 6814137 4573322 4279198 14283986 13527407 X 39154258 43489630 18266826 17314796 57421084 60804426 71705070 74331833 680101 2703241 0 X 0 1 X 1 0 X 8939262 10264401 8286315 12857473 13751454 54098905 8939262 10264401 8286315 12857473 13751454 54098905 16294463 37804442 1446366 270866 973017 1961895 2537807 7189951 50006 165793 149469 365268 64992 12737 64756 95917 238402 61892526 3839405 0.61080 0.64920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CAFE RENT - 2019 AMOUNT: $ 64,992. 2021 AMOUNT: $ 12,737. 2022 AMOUNT: $ 64,756. 2023 AMOUNT: $ 95,917. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 34687091 500000 2820534 1381268 36626357 35209806 869588 1392303 34687091 38437279 -1929767 1297706 35209806 32416342 8409227 2388290 38437279 32515658 1201693 1301009 32416342 0.60400 0.39600 0.00000 0 0 15338594 15338594 33674518 24232484 9442034 1626205 1095464 530741 18251901 16242799 2009102 27320471 DIVERSIFIED MULTI-ASSET FUNDS 34056024 F 34056024 X 21441460 2703246 2703246 18738214 -613412 -613412 18124802 18058113 613412 613412 17444701 0 17444701 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 AND NEARLY 11,000 LINEAR FEET OF ARCHIVAL MATERIAL RELATED TO THE HISTORY OF COMPUTING, WITH MORE THAN 61,000 DOCUMENTS, MORE THAN 21,000 SOFTWARE TITLES, MORE THAN 35,000 STILL AND MOVING IMAGES, AND NEARLY 1000 AUDIO RECORDINGS; TOTALING NEARLY 151,000 CATALOG RECORDS THAT THE MUSEUM MAKES AVAILABLE ONLINE TO THE GENERAL PUBLIC THROUGH ITS WEBSITE. 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 ("IRC") 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 IRC. SINCE THE MUSEUM HAS IMMATERIAL UNRELATED BUSINESS TAXABLE INCOME, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING 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, 2024 AND 2023, 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 -168,476. RENTAL EXPENSES -444,936. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 168,476. RENTAL EXPENSES 444,936. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 4715241 0 0 0 0 0 0 4715241 0 4715241 1 0 0 1 1 0 PART I, LINE 3: METHOD OF ACCOUNTING - ACCRUAL BASIS, INVESTMENTS X X X X X X 1 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 CAMPAIGN DEVELOPMENT CONSULTING 0 0 210000 0 210000 CA SCH G PART I LINE 2B COLUMN (IV) THEE AGENCY WAS CONSULTANT ON WHITEPAPERS AND THE LIKE, INCLUDING PROOFREADING AND EDITING, ETC. THEY DID NOT DIRECTLY PARTICIPATE IN ANY FUNDRAISING ACTIVITIES DURING THIS FISCAL YEAR. X X X 0 1 0 0 0 0 0 1 0 DAN'L LEWIN CEO & PRESIDENT 331869 0 86520 0 24500 0 51182 0 20218 0 514289 0 0 0 MICHELLE MERTZ CDO, VP DEVELOPMENT 249475 0 10000 0 0 0 7846 0 16690 0 284011 0 0 0 MARGUERITE GONG HANCOCK VP INNOVATION, CPO 223828 0 10000 0 0 0 0 0 27549 0 261377 0 0 0 GEORGE HOLMES CFO, VP FINANCE 205869 0 15000 0 0 0 6844 0 24902 0 252615 0 0 0 RACHEL WILNER VP, CMBO 203367 0 15000 0 0 0 6727 0 15118 0 240212 0 0 0 HEIDI QUICKSILVER VP, CIO 204797 0 15000 0 0 0 5435 0 10690 0 235922 0 0 0 KIRSTEN TASHEV VP COLLECTIONS & EXHIBITIO 181985 0 15000 0 0 0 4697 0 34166 0 235848 0 0 0 MICHELLE FOSTER DIR PHIL. - LEGACY & MAJOR 160804 0 1000 0 0 0 5250 0 36753 0 203807 0 0 0 ANGES TONG DIRECTOR, FINANCE SYSTEMS 148169 0 4000 0 0 0 4615 0 19080 0 175864 0 0 0 MICHELLE DREYBAND DIR PHIL. - CAMPAIGN & MAJ 160582 0 1000 0 0 0 4964 0 6643 0 173189 0 0 0 ALISA B WEBER CONTROLLER 140363 0 2000 0 0 0 4357 0 17243 0 163963 0 0 0 VALERIE ALSTON SR. DIRECTOR OF MUSEUM SERVICES & SA 128143 0 1000 0 0 0 3936 0 18064 0 151143 0 0 0 PART I, LINE 4B DAN'L LEWIN PARTICIPATED IN A 457(F) PLAN DURING THE 2023 CALENDAR YEAR. THE MUSEUM CREDITED $40,541 TO THE PLAN FOR THE 2023 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 CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2024-01-25 7100000 BUILDING PROJECT 0 0 0 A 118333 7100000 91400 7008600 2003 1 0 1 1 A 0 1 1 0 0 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 X 9 1122442 PUBLICLY TRADED EXCHANGE X 177 X SOFTWARE LICENSES 1 60000 FMV 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.