Civic Intelligence

The Codex Foundation

990 • Fiscal year 2019 • EIN 11-3763607

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2021

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

(510) 849-0673

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$420,281

Up $43,278 (+11%) from 2018

Net Assets

Up

$420,281

Up $49,695 (+13%) from 2018

Liabilities

Down

$0

Down $6,417 (-100%) from 2018

Revenue And Expenses

Revenue

Up

$288,608

Up $98,356 (+52%) from 2018

Expenses

Up

$238,913

Up $89,239 (+60%) from 2018

Net Income

Up

$49,695

Up $9,117 (+22%) from 2018

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 2019: $420,281Liabilities 2019: $0Net Assets 2019: $420,2812019Assets 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

2019

Assets$420,281
Liabilities$0
Net Assets$420,281
Open 2019 Filing

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 2019: $288,608Expenses 2019: $238,913Net Income 2019: $49,6952019Revenue 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

2019

Revenue$288,608
Expenses$238,913
Net Income$49,695
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2021
Return Version
2019v5.2
Gross Receipts
$317,912
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$226,024$361,352▲ $135,328
Accounts Receivable$125,044--
Cash and Non-Interest-Bearing Accounts$8,785$36,779▲ $27,994
Inventories for Sale or Use$17,150$17,150→ $0
Total Assets$377,003$420,281▲ $43,278
Other Assets Total$0$5,000▲ $5,000
Liabilities
Accounts Payable and Accrued Expenses$6,417--
Total Liabilities$6,417$0▼ $6,417
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$370,586$420,281▲ $49,695
Total Net Assets Fund Balance$370,586$420,281▲ $49,695
Total Liabilities and Net Assets / Fund Balance$377,003$420,281▲ $43,278
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Peter Rutledge KochPresidentPT$48,000$48,000
Susan K FilterSecretaryPT$27,600$27,600
Dina PollackFair ManagerPT$24,000$24,000

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$213,852
Program Service Revenue
$4,184
Investment Income
$0
Other Revenue
$70,572
All Other Contributions
$210,852
Change in Net Assets
$49,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$130,266
Salaries, Compensation, and Employee Benefits$75,600
Total Fundraising Expense$69,347
Professional Fundraising Fees$33,047
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$7,560$34,020$34,020$75,600
Fees for Services Professional Fundraising--$33,047$33,047
Fees for Services Management-$11,268-$11,268
Occupancy-$9,555-$9,555
Advertising$7,020--$7,020
Fees for Services Accounting-$5,050-$5,050
Travel-$4,885-$4,885
Conferences and Meetings-$1,365$2,862$4,227
Office Expenses-$3,563-$3,563
Fees for Services Other$2,504--$2,504
Other Expenses$35,302$1,437$-582$1,437
Total Functional Expenses$93,876$75,690$69,347$238,913
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$75,738
Professional Fundraising Fees$33,047
Fundraising Direct Expenses$29,304

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Dinner$75,738$75,738-$75,738
Total Events$75,738$75,738$29,304$46,434
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 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
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
2021-11-05
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
50

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 PAGE 1 SECTION B: AMENDED RETURN

“During the bookkeeping analysis related to the preparation of the 2020 form 990 it was determined that some amounts of revenue and expense amounts properly recognized in 2020 were incorrectly included on the 2019 return as originally filed. This amended return corrects those misclassications between 2019 and 2020. The allocation of fees paid as reported in part ix line 11 by purpose was also corrected.”

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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0155000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0311000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0242174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0121976
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0180511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0153728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0235744
IRS990ScheduleA/Total509Grp/TotalAmt0934133
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0242174
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0127616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0187376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0153728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0235744
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0946638
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0SOLICIT FUNDS FOR EXTRACTION PUBLICATION
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1ADMINISTRATIVE ASSISTANT THAT HELPS WITH FUNDRAISING ACTIVIT
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd10
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt08700
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt10
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt10
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0SAM PELTS
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm1DINA POLLOCK
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt020300
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt110800
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0PO BOX 404
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt1390 VERMONT AVE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0WARRENTON
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm1BERKELEY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd063383
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd194707
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029304
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt025347
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt025347
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075738
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt075738
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt075738
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt075738
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046434
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03957
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03957
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt08700
IRS990ScheduleG/TotalRetainedByContractorsAmt031100
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/ExplanationTxt4DURING THE BOOKKEEPING ANALYSIS RELATED TO THE PREPARATION OF THE 2020 FORM 990 IT WAS DETERMINED THAT SOME AMOUNTS OF REVENUE AND EXPENSE AMOUNTS PROPERLY RECOGNIZED IN 2020 WERE INCORRECTLY INCLUDED ON THE 2019 RETURN AS ORIGINALLY FILED. THIS AMENDED RETURN CORRECTS THOSE MISCLASSICATIONS BETWEEN 2019 AND 2020. THE ALLOCATION OF FEES PAID AS REPORTED IN PART IX LINE 11 BY PURPOSE WAS ALSO CORRECTED.
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 PAGE 1 SECTION B: AMENDED RETURN
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0377003
IRS990/TotalAssetsEOYAmt0420281
IRS990/TotalAssetsGrp/BOYAmt0377003
IRS990/TotalAssetsGrp/EOYAmt0420281
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0213852
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt069347
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt075690
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt093876
IRS990/TotalFunctionalExpensesGrp/TotalAmt0238913
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06417
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt06417
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0370586
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0420281
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt093876
IRS990/TotalProgramServiceRevenueAmt04184
IRS990/TotalReportableCompFromOrgAmt099600
IRS990/TotalRevenueGrp/ExclusionAmt046434
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028322
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0288608
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0377003
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0420281
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt04885
IRS990/TravelGrp/TotalAmt04885
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$420,281
Liabilities
$0
Net assets
$420,281
Revenue
$288,608
Expenses
$238,913
Net income
$49,695
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
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.29$0.24$0.05
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