Civic Intelligence

The Codex Foundation

990 • Fiscal year 2015 • EIN 11-3763607

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization ProfileWWW.CODEXFOUNDATION.ORG
2203 Fourth StreetBerkeley, CA 94710

(510) 849-0673

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

88th percentile

$36,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

92nd percentile

92%

Faster revenue growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$225,775

Up $54,458 (+32%) from 2014

Net Assets

Up

$223,729

Up $54,488 (+32%) from 2014

Liabilities

Down

$2,046

Down $30 (-1.4%) from 2014

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin79th percentile

Revenue

Up

$235,744

Up $113,026 (+92%) from 2014

Expenses

Up

$181,256

Up $64,051 (+55%) from 2014

Net Income

Up

$54,488

Up $48,975 (+888%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$225,775
Liabilities$2,046
Net Assets$223,729
Open 2015 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$235,744
Expenses$181,256
Net Income$54,488
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$246,050
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.

The codex foundation exists to preserve and promote the art and craft of the book. Our mission is educational and in the broadest possible context to bring to public recognition the artisanship and the rich history of the civilizations of the book.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$86,648$207,496▲ $120,848
Inventories for Sale or Use$17,950$17,300▼ $650
Accounts Receivable$66,719$979▼ $65,740
Total Assets$171,317$225,775▲ $54,458
Liabilities
Accounts Payable and Accrued Expenses$2,076$2,046▼ $30
Total Liabilities$2,076$2,046▼ $30
Net Assets / Fund Balance
Unrestricted Net Assets$169,241$223,729▲ $54,488
Total Net Assets Fund Balance$169,241$223,729▲ $54,488
Total Liabilities and Net Assets / Fund Balance$171,317$225,775▲ $54,458
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Peter Rutledge KochPresidentPT$36,000$36,000
Susan K FilterSecretaryPT$24,000$24,000
Vicki Von ArxFair ManagerPT$15,000$15,000

Board Members and Trustees

NameTitle
Roberto G TrujilloVice President / Treasurer
Carolee CampbellBoard Member
Duke CollierBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$155,853
Program Service Revenue
$8,076
Investment Income
$0
Other Revenue
$71,815
All Other Contributions
$155,853
Change in Net Assets
$54,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$105,006
Salaries, Compensation, and Employee Benefits$75,000
Grants and Similar Amounts Paid$1,250
Total Fundraising Expense$750
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$40,500$33,750$750$75,000
Fees for Services Other-$9,206-$9,206
Occupancy-$6,500-$6,500
Fees for Services Accounting-$4,463-$4,463
Travel$2,932--$2,932
Other Expenses$2,731--$2,731
All Other Expenses$2,394--$2,394
Office Expenses-$2,249-$2,249
Advertising$2,058--$2,058
Grants to Domestic Orgs$1,250--$1,250
Conferences and Meetings-$865-$865
Total Functional Expenses$123,473$57,033$750$181,256
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,856
Fundraising Direct Expenses$9,656
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Dinner$66,856$66,856$9,656$57,200
Total Events$66,856$66,856$9,656$57,200
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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, Part VI, Section A, Line 2

“Peter rutledge koch, president and susan k. Filter, secretary are married.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed before mailing and signing by an authorized member of the board.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy enforced and discussed during annual meetings.”

Form 990, Part VI, Section C, Line 19

“The organization will provide a copy of this form 990 on request.”

Filing and Contact Details

Filer

Filer Name
The Codex Foundation
EIN
11-3763607
Phone
5108490673
Address
2203 FOURTH STREET, BERKELEY, CA 94710

Signing Officer

Name
Peter Rutledge Koch
Title
President
Phone
5108490673
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Rutledge Koch
Formed
2007
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
50

Preparer

Firm
Barlow & Hughan Llp
Address
1182 MARKET STREET SUITE 400, SAN FRANCISCO, CA 94102-4922
Preparer
Wade C Hughan
Phone
4155222490
Raw XML Appendix369 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/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09656
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066856
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066856
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt066856
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066856
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057200
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09656
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09656
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PETER RUTLEDGE KOCH, PRESIDENT AND SUSAN K. FILTER, SECRETARY ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BEFORE MAILING AND SIGNING BY AN AUTHORIZED MEMBER OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY ENFORCED AND DISCUSSED DURING ANNUAL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE A COPY OF THIS FORM 990 ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0171317
IRS990/TotalAssetsEOYAmt0225775
IRS990/TotalAssetsGrp/BOYAmt0171317
IRS990/TotalAssetsGrp/EOYAmt0225775
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0155853
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0750
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057033
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0123473
IRS990/TotalFunctionalExpensesGrp/TotalAmt0181256
IRS990/TotalGrossUBIAmt0125
IRS990/TotalLiabilitiesBOYAmt02076
IRS990/TotalLiabilitiesEOYAmt02046
IRS990/TotalLiabilitiesGrp/BOYAmt02076
IRS990/TotalLiabilitiesGrp/EOYAmt02046
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0169241
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0223729
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0123473
IRS990/TotalProgramServiceRevenueAmt08076
IRS990/TotalReportableCompFromOrgAmt075000
IRS990/TotalRevenueGrp/ExclusionAmt057200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022566
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0235744
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0125
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0171317
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0225775
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02932
IRS990/TravelGrp/TotalAmt02932
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0169241
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0223729
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02203 4TH STREET
IRS990/USAddress/CityNm0BERKELEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094710
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.CODEXFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER RUTLEDGE KOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05108490673
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CODEX FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CODE
ReturnHeader/Filer/EIN0113763607
ReturnHeader/Filer/PhoneNum05108490673
ReturnHeader/Filer/USAddress/AddressLine1Txt02203 FOURTH STREET
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094710
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943105622
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARLOW & HUGHAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01182 MARKET STREET SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941024922
ReturnHeader/PreparerPersonGrp/PhoneNum04155222490
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE C HUGHAN
ReturnHeader/ReturnTs02016-11-11T15:43:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$225,775
Liabilities
$2,046
Net assets
$223,729
Revenue
$235,744
Expenses
$181,256
Net income
$54,488
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
2015Detailed filing. Detailed filing data is available for this year.$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