Civic Intelligence

The Codex Foundation

990 • Fiscal year 2019 • EIN 11-3763607

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 20, 2020

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$48,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

76%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$470,030

Up $93,027 (+25%) from 2018

Net Assets

Up

$469,819

Up $99,233 (+27%) from 2018

Liabilities

Down

$211

Down $6,206 (-97%) from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin83rd percentile

Revenue

Up

$335,076

Up $144,824 (+76%) from 2018

Expenses

Up

$235,843

Up $86,169 (+58%) from 2018

Net Income

Up

$99,233

Up $58,655 (+145%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2019

Assets$470,030
Liabilities$211
Net Assets$469,819
Open 2019 Filing

Operations Trend

Revenue Growth90th 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

2019

Revenue$335,076
Expenses$235,843
Net Income$99,233
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 20, 2020
Return Version
2019v5.1
Gross Receipts
$364,380
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$361,353▲ $135,329
Accounts Receivable$125,044$54,748▼ $70,296
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$470,030▲ $93,027
Liabilities
Accounts Payable and Accrued Expenses$6,417$211▼ $6,206
Total Liabilities$6,417$211▼ $6,206
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$370,586$469,819▲ $99,233
Total Net Assets Fund Balance$370,586$469,819▲ $99,233
Total Liabilities and Net Assets / Fund Balance$377,003$470,030▲ $93,027
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
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
$215,252
Program Service Revenue
$5,274
Investment Income
$0
Other Revenue
$114,550
All Other Contributions
$212,252
Change in Net Assets
$99,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$160,243
Salaries, Compensation, and Employee Benefits$75,600
Total Fundraising Expense$44,218
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$7,600$34,000$34,000$75,600
Fees for Services Other$23,200$16,890$10,800$50,890
Occupancy-$9,555-$9,555
Advertising$7,020--$7,020
Conferences and Meetings$4,862$-635-$4,227
Travel$3,965$20-$3,985
Office Expenses-$3,781-$3,781
Other Expenses$35,302$1,420$-582$1,420
Total Functional Expenses$123,439$68,186$44,218$235,843
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$114,603
Fundraising Direct Expenses$29,304
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Dinner$114,603$114,603-$114,603
Total Events$114,603$114,603$29,304$85,299
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
2020-10-20
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, Part IX, Line 11G

“Professional fees: program service expenses 23,200. Management and general expenses 16,890. Fundraising expenses 10,800. Total expenses 50,890.”

Raw XML AppendixShowing 400 of 410 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06417
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0211
IRS990/AccountsReceivableGrp/BOYAmt0125044
IRS990/AccountsReceivableGrp/EOYAmt054748
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/ProgramServicesAmt07020
IRS990/AdvertisingGrp/TotalAmt07020
IRS990/AllOtherContributionsAmt0212252
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAN BAUMAN
IRS990/BooksInCareOfDetail/PhoneNum09258582053
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02203 4TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BERKELEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0947102214
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt08785
IRS990/CashNonInterestBearingGrp/EOYAmt036779
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt034000
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt034000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt07600
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt075600
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0-635
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04862
IRS990/ConferencesMeetingsGrp/TotalAmt04227
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0215252
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0160243
IRS990/CYOtherRevenueAmt0114550
IRS990/CYProgramServiceRevenueAmt05274
IRS990/CYRevenuesLessExpensesAmt099233
IRS990/CYSalariesCompEmpBnftPaidAmt075600
IRS990/CYTotalExpensesAmt0235843
IRS990/CYTotalFundraisingExpenseAmt044218
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0335076
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0123439
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/FundraisingAmt010800
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt016890
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt023200
IRS990/FeesForServicesOtherGrp/TotalAmt050890
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt28.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt612.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0PETER RUTLEDGE KOCH
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERTO G TRUJILLO
IRS990/Form990PartVIISectionAGrp/PersonNm2SUSAN K FILTER
IRS990/Form990PartVIISectionAGrp/PersonNm3CAROLEE CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm4DUKE COLLIER
IRS990/Form990PartVIISectionAGrp/PersonNm5HARRY REESE
IRS990/Form990PartVIISectionAGrp/PersonNm6DINA POLLACK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt048000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt227600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt624000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT / TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6FAIR MANAGER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt029304
IRS990/FundraisingGrossIncomeAmt0114603
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0364380
IRS990/GrossSalesOfInventoryAmt029037
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt017150
IRS990/InventoriesForSaleOrUseGrp/EOYAmt017150
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt03000
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0370586
IRS990/NetAssetsOrFundBalancesEOYAmt0469819
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt085299
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt085299
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt029037
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt029037
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0370586
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0469819
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09555
IRS990/OccupancyGrp/TotalAmt09555
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03781
IRS990/OfficeExpensesGrp/TotalAmt03781
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CODEX SYMPOSIUM PRODUCT
IRS990/OtherExpensesGrp/Desc1PUBLICATIONS
IRS990/OtherExpensesGrp/Desc2PRINTING, POSTAGE AND D
IRS990/OtherExpensesGrp/Desc3MERCHANT FEES, BUSINESS
IRS990/OtherExpensesGrp/FundraisingAmt0-582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03155
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11420
IRS990/OtherExpensesGrp/ProgramServicesAmt041490
IRS990/OtherExpensesGrp/ProgramServicesAmt135302
IRS990/OtherExpensesGrp/TotalAmt041490
IRS990/OtherExpensesGrp/TotalAmt134720
IRS990/OtherExpensesGrp/TotalAmt23155
IRS990/OtherExpensesGrp/TotalAmt31420
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0214
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0214
IRS990/OtherRevenueTotalAmt0214
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PETER RUTLEDGE KOCH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0511130
IRS990/ProgramServiceRevenueGrp/BusinessCd1511130
IRS990/ProgramServiceRevenueGrp/Desc0SYMPOSIUM TICKETS
IRS990/ProgramServiceRevenueGrp/Desc1BOOK FAIR INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11374
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11374
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt017770
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt074074
IRS990/PYOtherRevenueAmt069142
IRS990/PYProgramServiceRevenueAmt0103340
IRS990/PYRevenuesLessExpensesAmt040578
IRS990/PYSalariesCompEmpBnftPaidAmt075600
IRS990/PYTotalExpensesAmt0149674
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0190252
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt099233
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt034525
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0226024
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0361353
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0156000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0155000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0311000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0215252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0174306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0155853
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0595979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034311
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0104206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0120930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079891
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0345543
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt0214
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt05640
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt06865
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt012719
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.66080
IRS990ScheduleA/PublicSupportPY509Pct00.79750
IRS990ScheduleA/PublicSupportTotal509Amt0630522
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0156000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0155000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0311000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0249563
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0121976
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0180511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0153728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0235744
IRS990ScheduleA/Total509Grp/TotalAmt0941522
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0249777
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0127616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0187376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0153728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0235744
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0954241
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/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029304
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt025347
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt025347
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0114603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0114603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0114603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0114603
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt085299
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03957
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03957
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 23,200. MANAGEMENT AND GENERAL EXPENSES 16,890. FUNDRAISING EXPENSES 10,800. TOTAL EXPENSES 50,890.
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0377003
IRS990/TotalAssetsEOYAmt0470030
IRS990/TotalAssetsGrp/BOYAmt0377003
IRS990/TotalAssetsGrp/EOYAmt0470030
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0215252
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt044218
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068186
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0123439
IRS990/TotalFunctionalExpensesGrp/TotalAmt0235843
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06417
IRS990/TotalLiabilitiesEOYAmt0211
IRS990/TotalLiabilitiesGrp/BOYAmt06417
IRS990/TotalLiabilitiesGrp/EOYAmt0211
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0370586
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0469819
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0123439
IRS990/TotalProgramServiceRevenueAmt05274
IRS990/TotalReportableCompFromOrgAmt099600
IRS990/TotalRevenueGrp/ExclusionAmt085299
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034525
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0335076
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0377003
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0470030
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt020
IRS990/TravelGrp/ProgramServicesAmt03965
IRS990/TravelGrp/TotalAmt03985
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
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER RUTLEDGE KOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05108490673
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-20
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/IPDt02020-10-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:04:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943105622
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARLOW & HUGHAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01182 MARKET STREET SUITE 400

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
$470,030
Liabilities
$211
Net assets
$469,819
Revenue
$335,076
Expenses
$235,843
Net income
$99,233
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
2019Detailed filing. Detailed filing data is available for this year.$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