Civic Intelligence

The Codex Foundation

990 • Fiscal year 2018 • EIN 11-3763607

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 23, 2019

Organization ProfileWWW.CODEXFOUNDATION.ORG
2203 Fourth StreetBerkeley, CA 94710-2214

(510) 849-0673

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.03x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$48,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 25.2% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$377,003

Up $43,527 (+13%) from 2017

Net Assets

Up

$370,586

Up $40,578 (+12%) from 2017

Liabilities

Up

$6,417

Up $2,949 (+85%) from 2017

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin77th percentile

Revenue

Down

$190,252

Down $32,282 (-15%) from 2017

Expenses

Down

$149,674

Down $10,065 (-6.3%) from 2017

Net Income

Down

$40,578

Down $22,217 (-35%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2018

Assets$377,003
Liabilities$6,417
Net Assets$370,586
Open 2018 Filing

Operations Trend

Revenue Growth29th 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

2018

Revenue$190,252
Expenses$149,674
Net Income$40,578
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 23, 2019
Return Version
2018v3.1
Gross Receipts
$196,833
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
Savings and Temporary Cash Investments$292,790$226,024▼ $66,766
Accounts Receivable$19,629$125,044▲ $105,415
Inventories for Sale or Use$17,200$17,150▼ $50
Cash and Non-Interest-Bearing Accounts$3,857$8,785▲ $4,928
Total Assets$333,476$377,003▲ $43,527
Liabilities
Accounts Payable and Accrued Expenses$3,468$6,417▲ $2,949
Total Liabilities$3,468$6,417▲ $2,949
Net Assets / Fund Balance
Unrestricted Net Assets$330,008$370,586▲ $40,578
Total Net Assets Fund Balance$330,008$370,586▲ $40,578
Total Liabilities and Net Assets / Fund Balance$333,476$377,003▲ $43,527
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Peter Rutledge KochPresidentPT$48,000$48,000
Susan K FilterSecretaryPT$27,600$27,600

Board Members and Trustees

NameTitle
Roberto G TrujilloVice President / Treasurer
Carolee CampbellBoard Member
Duke CollierBoard Member
Kate Elena ContakosBoard Member
Dina PollackFair Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$17,770
Program Service Revenue
$103,340
Investment Income
$0
Other Revenue
$69,142
All Other Contributions
$15,770
Change in Net Assets
$40,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$75,600
Other Expenses$74,074
Total Fundraising Expense$20,844
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$40,800$34,000$800$75,600
Fees for Services Other$13,900$9,708$10,902$34,510
Occupancy-$9,000-$9,000
Office Expenses-$2,424-$2,424
Travel$2,287--$2,287
Advertising$1,700--$1,700
Conferences and Meetings$938--$938
Other Expenses$10,396$905$9,142$905
Insurance$595--$595
Total Functional Expenses$70,616$58,214$20,844$149,674
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$65,886
Fundraising Direct Expenses$3,250
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Dinner$65,886$65,886-$65,886
Total Events$65,886$65,886$3,250$62,636
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 11B

“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 94710-2214

Signing Officer

Name
Peter Rutledge Koch
Title
President
Phone
5108490673
Signed
2019-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Rutledge Koch
Formed
2007
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
40

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, Part IX, Line 11G

“Professional fees: program service expenses 13,900. Management and general expenses 9,708. Fundraising expenses 10,902. Total expenses 34,510.”

Raw XML Appendix393 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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IRS990ScheduleA/PublicSupportTotal509Amt0659677
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0155000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0155000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0121976
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0180511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0153728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0235744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0122718
IRS990ScheduleA/Total509Grp/TotalAmt0814677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0127616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0187376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0153728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0235744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0122718
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0827182
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03250
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01600
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt065886
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065886
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt065886
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065886
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt062636
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01650
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01650
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/ExplanationTxt4PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 13,900. MANAGEMENT AND GENERAL EXPENSES 9,708. FUNDRAISING EXPENSES 10,902. TOTAL EXPENSES 34,510.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0333476
IRS990/TotalAssetsEOYAmt0377003
IRS990/TotalAssetsGrp/BOYAmt0333476
IRS990/TotalAssetsGrp/EOYAmt0377003
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt017770
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020844
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058214
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070616
IRS990/TotalFunctionalExpensesGrp/TotalAmt0149674
IRS990/TotalGrossUBIAmt05640
IRS990/TotalLiabilitiesBOYAmt03468
IRS990/TotalLiabilitiesEOYAmt06417
IRS990/TotalLiabilitiesGrp/BOYAmt03468
IRS990/TotalLiabilitiesGrp/EOYAmt06417
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0330008
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0370586
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt070616
IRS990/TotalProgramServiceRevenueAmt0103340
IRS990/TotalReportableCompFromOrgAmt075600
IRS990/TotalRevenueGrp/ExclusionAmt062636
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0104206
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0190252
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt05640
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0333476
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0377003
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02287
IRS990/TravelGrp/TotalAmt02287
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0330008
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0370586
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02203 4TH STREET
IRS990/USAddress/CityNm0BERKELEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094710
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.CODEXFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER RUTLEDGE KOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05108490673
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-23
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/ZIPCd0947102214
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02C74B31CF505DA886C0C9886E92ABD326BFFFCF4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02C74B31CF505DA886C0C9886E92ABD326BFFFCF4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.116.75.147
ReturnHeader/FilingSecurityInformation/IPDt02019-10-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:52:11
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/ReturnTs02019-10-28T17:21:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$377,003
Liabilities
$6,417
Net assets
$370,586
Revenue
$190,252
Expenses
$149,674
Net income
$40,578
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
2018Detailed filing. Detailed filing data is available for this year.$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