Civic Intelligence

The Codex Foundation

EIN 11-3763607 • 501(c)3 • Berkeley, CA

Profile

The codex foundation exists to preserve and promote the hand-made book as a work of art in the broadest possible context and to bring to public recognition the artists, the craftsmanship, and the rich history of the civilization of the book.

1331 Seventh St Unit DBerkeley, CA 94710

www.codexfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-131%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$85,500

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 47.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

15th percentile

-11%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,857,962

Down $237,638 (-11%) from 2023

Liabilities

Down

$2,515

Down $622 (-20%) from 2023

Net Assets

Down

$1,855,447

Down $237,016 (-11%) from 2023

Revenue

Down

$180,771

Down $255,951 (-59%) from 2023

Expenses

Up

$417,787

Up $151,077 (+57%) from 2023

Net Income

Down

-$237,016

Down $407,028 (-239%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $128,953Liabilities 2010: $02010Assets 2011: $87,537Liabilities 2011: $02011Assets 2012: $103,242Liabilities 2012: $0Net Assets 2012: $103,2422012Assets 2013: $163,974Liabilities 2013: $245Net Assets 2013: $163,7292013Assets 2014: $171,317Liabilities 2014: $2,076Net Assets 2014: $169,2412014Assets 2015: $225,775Liabilities 2015: $2,046Net Assets 2015: $223,7292015Assets 2016: $274,355Liabilities 2016: $7,142Net Assets 2016: $267,2132016Assets 2017: $333,476Liabilities 2017: $3,468Net Assets 2017: $330,0082017Assets 2018: $377,003Liabilities 2018: $6,417Net Assets 2018: $370,5862018Assets 2019: $470,030Liabilities 2019: $211Net Assets 2019: $469,8192019Assets 2020: $298,666Liabilities 2020: $35Net Assets 2020: $298,6312020Assets 2021: $212,334Liabilities 2021: $393Net Assets 2021: $211,9412021Assets 2022: $1,924,356Liabilities 2022: $0Net Assets 2022: $1,924,3562022Assets 2023: $2,095,600Liabilities 2023: $3,137Net Assets 2023: $2,092,4632023Assets 2024: $1,857,962Liabilities 2024: $2,515Net Assets 2024: $1,855,4472024

Highlighted filing

2024

Assets$1,857,962
Liabilities$2,515
Net Assets$1,855,447

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2010: $137,738Expenses 2010: $48,810Net Income 2010: $88,9282010Revenue 2011: $79,020Expenses 2011: $120,436Net Income 2011: -$41,4162011Revenue 2012: $105,888Expenses 2012: $90,183Net Income 2012: $15,7052012Revenue 2013: $278,388Expenses 2013: $217,901Net Income 2013: $60,4872013Revenue 2014: $122,718Expenses 2014: $117,205Net Income 2014: $5,5132014Revenue 2015: $235,744Expenses 2015: $181,256Net Income 2015: $54,4882015Revenue 2016: $153,728Expenses 2016: $110,244Net Income 2016: $43,4842016Revenue 2017: $222,534Expenses 2017: $159,739Net Income 2017: $62,7952017Revenue 2018: $190,252Expenses 2018: $149,674Net Income 2018: $40,5782018Revenue 2019: $335,076Expenses 2019: $235,843Net Income 2019: $99,2332019Revenue 2020: $73,447Expenses 2020: $195,097Net Income 2020: -$121,6502020Revenue 2021: $146,529Expenses 2021: $233,219Net Income 2021: -$86,6902021Revenue 2022: $1,993,074Expenses 2022: $280,843Net Income 2022: $1,712,2312022Revenue 2023: $436,722Expenses 2023: $266,710Net Income 2023: $170,0122023Revenue 2024: $180,771Expenses 2024: $417,787Net Income 2024: -$237,0162024

Highlighted filing

2024

Revenue$180,771
Expenses$417,787
Net Income-$237,016

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.00$1.86$0.18$0.42$0.24
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.09$0.44$0.27$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.00$1.92$1.99$0.28$1.71
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.15$0.23$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.07$0.20$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.34$0.24$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.01$0.37$0.19$0.15$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.22$0.16$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.01$0.27$0.15$0.11$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.22$0.24$0.18$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.12$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.28$0.22$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.11$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$0.09$0.00$0.08$0.12$0.04
2010Summary only. Only limited summary data is available for this year.$0.13$0.00$0.14$0.05$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 15, 2025
Return Version
2024v5.0
Gross Receipts
$180,771
Mission and Program Overview

Mission

The codex foundation exists to preserve and promote the hand-made book as a work of art in the broadest possible context and to bring to public recognition the artists, the craftsmanship, and the rich history of the civilization of the book.

We exist to preserve and promote the handmade book as a work of art in the broadest possible context and to bring to public recognition the artists, the crafts, and the rich history of the civilization of the book.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,541,077$1,508,462▼ $32,615
Cash and Non-Interest-Bearing Accounts$452,139$244,298▼ $207,841
Savings and Temporary Cash Investments$102,384$105,202▲ $2,818
Total Assets$2,095,600$1,857,962▼ $237,638
Liabilities
Unsecured Notes Loans Payable$3,084--
Accounts Payable and Accrued Expenses-$2,103-
Other Liabilities$53$412▲ $359
Total Liabilities$3,137$2,515▼ $622
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,710,222$1,813,228▲ $103,006
Net Assets With Donor Restrictions$382,241$42,219▼ $340,022
Total Net Assets Fund Balance$2,092,463$1,855,447▼ $237,016
Total Liabilities and Net Assets / Fund Balance$2,095,600$1,857,962▼ $237,638

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,190,462$81,538$1,272,000
Land$318,000-$318,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Inge BruggemanExecutive DiFT$85,500$85,500
Dina PollackManaging DirectorPT$34,843$34,843
Jonathan GerkenStudio ManagPT$34,843$34,843

Board Members and Trustees

NameTitle
Carolee CampbellBoard Member
Duke CollierBoard Member
Fernando OndarzaBoard Member
Harry ReeseBoard Member
Kenneth ShureBoard Member
Peter KochBoard Presid
Susan FilterSecretary/tr
Camden RichardsTreasurer
Russell MaretVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$59,515
Program Service Revenue
$113,874
Investment Income
$5,506
Other Revenue
$1,876
All Other Contributions
$56,690
Change in Net Assets
$-237,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$240,469
Salaries, Compensation, and Employee Benefits$177,318
Total Fundraising Expense$42,913
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$85,353$38,797$31,038$155,188
Occupancy$83,359$3,504$1,753$88,616
Conferences and Meetings$38,469$540$270$39,279
Depreciation Depletion$32,616--$32,616
Fees for Services Other$23,425$5,837-$29,262
Office Expenses$21,841$2,792$2,681$27,314
Payroll Taxes$7,176$3,262$2,610$13,048
Travel$7,898$2,034$1,018$10,950
Other Employee Benefits$4,994$2,271$1,817$9,082
Information Technology$4,957$1,291$1,523$7,771
Other Expenses-$1,579-$1,579
Advertising$488$879$163$1,530
Insurance$678$80$40$798
Fees for Services Accounting-$754-$754
Total Functional Expenses$311,254$63,620$42,913$417,787
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Liability$247
Sales Tax Payable$165
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Peter koch susan filter board presid sec/treasure spouses

Form 990, Page 6, Part VI, Line 11B

The 990 is reviewed by selected members of the board of directors and then distributed to all board members prior to filing.

Form 990, Page 6, Part VI, Line 12C

Conflict of interest policy enforced and discussed during annual meetings.

Form 990, Page 6, Part VI, Line 15A

The board of directors decide the salary and benefits of the executive director of the agency. The board, which includes a majority of independent members, have assessed fair and equitable compensation based on compensation of managers of agencies of similar size, field and location to the agency

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon written request to the agency.

Filing and Contact Details

Filer

Filer Name
The Codex Foundation
EIN
11-3763607
Phone
5104047736
Address
1331 SEVENTH ST UNIT D, BERKELEY, CA 94710

Signing Officer

Name
Inge Bruggeman
Title
Executive Director
Phone
5104047736
Signed
2025-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Inge Bruggeman
Formed
2007
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
9

Preparer

Firm
Marjtax Incorporated
Address
3542 FRUITVALE- AVE PMB 227, OAKLAND, CA 94602
Preparer
Marjorie Williams-jones
Phone
5104826204
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 1, Part III, Line 1A

A notable collection of conceptual artists' books from the 1960's forward. It is made up of 507 independently published works by well-known artists in the field.

Schedule D, Page 2, Part III, Line 4

The "steven cortright & harry reese collection of conceptual artists books" is made up works by noted artists such as ed ruscha, john baldessari, ann chamberlain, laurie anderson, richard artschwanger, sol lewitt, buzz spector, john lennon and yoko ono. These artistic publications are from the 1960's forward and include over 500 artists' books. It is in line with our mission "to preserve and promote the contemporary handmade book as a work of art and to bring to public recognition the artists and the rich history of the civilization of the book," this adds to our current reference library an excellent resource for others to use. It represents the very beginning of the history of artists' books within the larger field of contemporary art in the us. Our library is open to the public by appointment for scholarly research, public inquiry, exhibition, and preservation for future generations.

Raw XML AppendixShowing 400 of 458 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0THE CODEX FOUNDATION LOGAN BOOK ARTS CENTER AIMS TO BE A VITAL PART OF THE ARTS AND CULTURE COMMUNITY IN BERKELEY AND BEYOND, FOCUSING ON THE BOOK AS A WORK OF ART-A DYNAMIC CROSSROADS BETWEEN THE VISUAL AND LITERARY ARTS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0WE OFFER PUBLIC-FACING EVENTS AND ACTIVITIES FROM OUR BRICK-AND-MORTAR LOCATION IN BERKELEY, SUCH AS EXHIBITIONS, LECTURES, AND WORKSHOPS. WE ALSO HAVE A GROWING LIBRARY, WHICH IS OPEN TO THE PUBLIC AND HOUSES ARTISTS' BOOKS, FINE PRESS PUBLICATIONS, AND A BOOK ARTS REFERENCE LIBRARY USED TO PROMOTE RESEARCH AND SCHOLARSHIP. WE HAVE A VIBRANT INTERNSHIP AND VOLUNTEER PROGRAM WHERE INDIVIDUALS INTERESTED IN THE FIELD GET TRAINING AND EXPERIENCE BY HELPING US WITH PROJECTS IN OUR HISTORIC LETTERPRESS STUDIO, BINDERY, AND LIBRARY. THEY WORK ON DESIGNING AND PRINTING VARIOUS EPHEMERA RELATED TO OUR ACTIVITIES AS A NONPROFIT, LEARNING THE HISTORY, CRAFT, AND TRADE SURROUNDING THE HISTORY, ART, AND CRAFT OF THE BOOK.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION ORGANIZES A BIENNIAL INTERNATIONAL EXHIBITION AND SYMPOSIUM TO BRING THE COMMUNITY OF MAKERS, SCHOLARS, LIBRARIANS, AND CURATORS WITH THE PUBLIC. THE SYMPOSIUM FEATURES PROMINENT SPEAKERS WHO ARE EDUCATORS, WRITERS, AND ARTISTS, PROVIDING AN OPPORTUNITY TO HEAR FROM THE BEST IN THE FIELD. THE EXHIBITION BRINGS TOGETHER ARTISTS, CRAFTSPEOPLE, ACADEMICS, INDEPENDENT SCHOLARS, TEACHERS, AND COMMUNITY BOOK ART INSTITUTIONS. IT DEVELOPS EDUCATIONAL OPPORTUNITIES FOR THESE COMMUNITIES TO BETTER UNDERSTAND THE FIELD. THIS EVENT INVOLVES STUDENT GROUPS AND OFFERS BOTH RESEARCH SCHOLARSHIPS AND EMERGING ARTIST FELLOWSHIPS. COMMUNITY MEMBERS CAN GET INVOLVED AS VOLUNTEERS FOR FREE ENTRY TO THE EVENT, AND WE ARRANGE ADDITIONAL EVENTS IN COLLABORATION WITH COMMUNITY ORGANIZATIONS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 24,087
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1UNUSUAL GRANT NOT INCLUDED ON SCHEDULE A. IN 2022, REAL PROPERTY VALUED AT 1,590,000 WAS DONATED TO THE AGENCY. THIS DONATION IS NOT INCLUDED ON THE SCHEDULE A CALCULATION OF PUBLIC SUPPORT. ------------------------------------------ REPORTING UNDER UNDER CODE 170(B)(1)(A)(VI) THE DETERMINATION LETTER ISSUED BY IRS REPORTS THAT THE AGENCY STATUS IS UNDER CODE 170(B)(1)(A)(VI) AND THE IRS PUB 78 DATABASE CONTINUES TO REPORT THE AGENCY UNDER THIS STANDARD. HOWEVER THE PRIOR 990S HAVE REPORTED THE AGENCY UNDER CODE 509(A)(2). THIS 990 IS REPORTING THE AGENCY UNDER CODE 170(B)(1)(A)(VI) AND ALL FUTURE 990S WILL BE REPORTED THIS WAY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0A NOTABLE COLLECTION OF CONCEPTUAL ARTISTS' BOOKS FROM THE 1960'S FORWARD. IT IS MADE UP OF 507 INDEPENDENTLY PUBLISHED WORKS BY WELL-KNOWN ARTISTS IN THE FIELD.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE "STEVEN CORTRIGHT & HARRY REESE COLLECTION OF CONCEPTUAL ARTISTS BOOKS" IS MADE UP WORKS BY NOTED ARTISTS SUCH AS ED RUSCHA, JOHN BALDESSARI, ANN CHAMBERLAIN, LAURIE ANDERSON, RICHARD ARTSCHWANGER, SOL LEWITT, BUZZ SPECTOR, JOHN LENNON AND YOKO ONO. THESE ARTISTIC PUBLICATIONS ARE FROM THE 1960'S FORWARD AND INCLUDE OVER 500 ARTISTS' BOOKS. IT IS IN LINE WITH OUR MISSION "TO PRESERVE AND PROMOTE THE CONTEMPORARY HANDMADE BOOK AS A WORK OF ART AND TO BRING TO PUBLIC RECOGNITION THE ARTISTS AND THE RICH HISTORY OF THE CIVILIZATION OF THE BOOK," THIS ADDS TO OUR CURRENT REFERENCE LIBRARY AN EXCELLENT RESOURCE FOR OTHERS TO USE. IT REPRESENTS THE VERY BEGINNING OF THE HISTORY OF ARTISTS' BOOKS WITHIN THE LARGER FIELD OF CONTEMPORARY ART IN THE US. OUR LIBRARY IS OPEN TO THE PUBLIC BY APPOINTMENT FOR SCHOLARLY RESEARCH, PUBLIC INQUIRY, EXHIBITION, AND PRESERVATION FOR FUTURE GENERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART III, LINE 1A
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART III, LINE 4
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PETER KOCH SUSAN FILTER BOARD PRESID SEC/TREASURE SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY SELECTED MEMBERS OF THE BOARD OF DIRECTORS AND THEN DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY ENFORCED AND DISCUSSED DURING ANNUAL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS DECIDE THE SALARY AND BENEFITS OF THE EXECUTIVE DIRECTOR OF THE AGENCY. THE BOARD, WHICH INCLUDES A MAJORITY OF INDEPENDENT MEMBERS, HAVE ASSESSED FAIR AND EQUITABLE COMPENSATION BASED ON COMPENSATION OF MANAGERS OF AGENCIES OF SIMILAR SIZE, FIELD AND LOCATION TO THE AGENCY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE AGENCY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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