Civic Intelligence

The Codex Foundation

990EZ • Fiscal year 2016 • EIN 11-3763607

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

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

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

87th percentile

$33,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$274,355

Up $48,580 (+22%) from 2015

Net Assets

Up

$267,213

Up $43,484 (+19%) from 2015

Liabilities

Up

$7,142

Up $5,096 (+249%) from 2015

Revenue

Down

$153,728

Down $82,016 (-35%) from 2015

Expenses

Down

$110,244

Down $71,012 (-39%) from 2015

Net Income

Down

$43,484

Down $11,004 (-20%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$274,355
Liabilities$7,142
Net Assets$267,213

Operations Trend

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

2016

Revenue$153,728
Expenses$110,244
Net Income$43,484
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$158,400
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 book in civilizations.

Program Services

DescriptionGrantsExpenses
THE CODEX FOUNDATION IS ORGANIZING BIENNIAL SYMPOSIUMS FOCUSED ON THE ART OF HAND PRINTED BOOKS. THE SYMPOSIUM PROVIDES AN OPPORTUNITY TO DISCUSS AND EXAMINE THE BEST AND MOST CURRENT WORK OF INTERNATIONAL GROUP OF BOOK ARTISTS. IT FEATURES PROMINENT SPEAKERS AND EDUCATORS.$167$90,821
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER RUTLEDGE KOCHPresidentPT$33,000-$33,000
SUSAN K FILTERSecretaryPT$22,000-$22,000
ROBERTO G TRUJILLOVice President/Treasurer-$0--
CAROLEE CAMPBELLBoard Member-$0--
DUKE COLLIERBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Dinner$28,692$28,692$88$28,604
Total Events$28,692$28,692$1,688$27,004
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
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Barlow & Hughan Llp
Address
1182 MARKET STREET SUITE 400, SAN FRANCISCO, CA 94102-4922
Preparer
Wade C Hughan
Phone
4155222490
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 5,709. Returns and allowances: 0. Less cost of goods sold: 2,984. Gross profit: 2,725. Cost of goods sold: inventory at beginning of year: 17,300. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 2,934. Other costs: 0. Inventory at end of year: 17,250. Cost of goods sold: 2,984.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank fees and related charges. Amount: 805. Description: office. Amount: 1,440. Description: website. Amount: 491. Description: travel & related charges. Amount: 3,291. Description: meeting. Amount: 629. Description: production of seminar materials. Amount: 3,597. Description: promotion and marketing. Amount: 2,138. Total to form 990-ez, line 16: 12,391.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 979. End of year amount: 9,665. Description: book fair receivable. Beg. Of year amount: 0. End of year amount: 88,200. Description: inventory. Beg. Of year amount: 17,300. End of year amount: 17,250.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable and advance customer payments. Beg. Of year amount: 2,046. End of year amount: 277. Description: deferred income. Beg. Of year amount: 0. End of year amount: 6,865.

Raw XML Appendix185 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PrimaryExemptPurposeTxt0THE 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 BOOK IN CIVILIZATIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 5,709. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 2,984. GROSS PROFIT: 2,725. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 17,300. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 2,934. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 17,250. COST OF GOODS SOLD: 2,984.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK FEES AND RELATED CHARGES. AMOUNT: 805. DESCRIPTION: OFFICE. AMOUNT: 1,440. DESCRIPTION: WEBSITE. AMOUNT: 491. DESCRIPTION: TRAVEL & RELATED CHARGES. AMOUNT: 3,291. DESCRIPTION: MEETING. AMOUNT: 629. DESCRIPTION: PRODUCTION OF SEMINAR MATERIALS. AMOUNT: 3,597. DESCRIPTION: PROMOTION AND MARKETING. AMOUNT: 2,138. TOTAL TO FORM 990-EZ, LINE 16: 12,391.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 979. END OF YEAR AMOUNT: 9,665. DESCRIPTION: BOOK FAIR RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 88,200. DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 17,300. END OF YEAR AMOUNT: 17,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE AND ADVANCE CUSTOMER PAYMENTS. BEG. OF YEAR AMOUNT: 2,046. END OF YEAR AMOUNT: 277. DESCRIPTION: DEFERRED INCOME. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,865.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
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ReturnHeader/FilingSecurityInformation/IPTm015:42:21
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01182 MARKET STREET SUITE 400
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ReturnHeader/PreparerPersonGrp/PhoneNum04155222490
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE C HUGHAN
ReturnHeader/ReturnTs02017-11-15T18:17:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2016Detailed filing. Detailed filing data is available for this year.$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