Civic Intelligence

The Codex Foundation

990 • Fiscal year 2020 • EIN 11-3763607

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

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

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-166%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$48,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 65.4% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

12th percentile

-36%

Faster asset growth than 12% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-78%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$298,666

Down $171,364 (-36%) from 2019

Net Assets

Down

$298,631

Down $171,188 (-36%) from 2019

Liabilities

Down

$35

Down $176 (-83%) from 2019

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin5th percentile

Revenue

Down

$73,447

Down $261,629 (-78%) from 2019

Expenses

Down

$195,097

Down $40,746 (-17%) from 2019

Net Income

Down

-$121,650

Down $220,883 (-223%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2020

Assets$298,666
Liabilities$35
Net Assets$298,631
Open 2020 Filing

Operations Trend

Revenue Growth9th 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

2020

Revenue$73,447
Expenses$195,097
Net Income-$121,650
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$95,506
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$361,352$276,856▼ $84,496
Inventories for Sale or Use$17,150$0▼ $17,150
Cash and Non-Interest-Bearing Accounts$36,779$8,690▼ $28,089
Total Assets$420,281$298,666▼ $121,615
Other Assets Total$5,000$13,120▲ $8,120
Liabilities
Other Liabilities$0$35▲ $35
Total Liabilities$0$35▲ $35
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$420,281$298,631▼ $121,650
Total Net Assets Fund Balance$420,281$298,631▼ $121,650
Total Liabilities and Net Assets / Fund Balance$420,281$298,666▼ $121,615
Compensation and Service Providers
Top Officer Pay91st 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
Harry ReeseBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$41,860
Program Service Revenue
$7,500
Investment Income
$0
Other Revenue
$24,087
All Other Contributions
$27,860
Change in Net Assets
$-121,650
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$78,956
Other Expenses$76,161
Salaries, Compensation, and Employee Benefits$75,600
Professional Fundraising Fees$43,336
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--$43,336$43,336
Fees for Services Management-$11,648-$11,648
Occupancy-$9,670-$9,670
Fees for Services Accounting-$5,850-$5,850
Fees for Services Other$2,589--$2,589
Travel-$2,441-$2,441
Advertising$2,426--$2,426
Office Expenses-$518-$518
Other Expenses$34,500$301$1,600$301
Conferences and Meetings-$169-$169
Total Functional Expenses$47,075$69,066$78,956$195,097
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$43,336
Fundraising Gross Income$9,140
Fundraising Direct Expenses$2,400

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Dinner$9,140$9,140-$9,140
Total Events$9,140$9,140$2,400$6,740
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$35
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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 12

“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
2021-11-12
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
0

Preparer

Firm
Barlow & Hughan Llp
Address
1182 MARKET STREET SUITE 400, SAN FRANCISCO, CA 94102-4922
Preparer
Wade C Hughan
Phone
4155222490
Raw XML AppendixShowing 400 of 416 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/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/ProgramServicesAmt02426
IRS990/AdvertisingGrp/TotalAmt02426
IRS990/AllOtherContributionsAmt027860
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/BOYAmt036779
IRS990/CashNonInterestBearingGrp/EOYAmt08690
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt034020
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt034020
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt07560
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt075600
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0169
IRS990/ConferencesMeetingsGrp/TotalAmt0169
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt019659
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt041860
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt076161
IRS990/CYOtherRevenueAmt024087
IRS990/CYProgramServiceRevenueAmt07500
IRS990/CYRevenuesLessExpensesAmt0-121650
IRS990/CYSalariesCompEmpBnftPaidAmt075600
IRS990/CYTotalExpensesAmt0195097
IRS990/CYTotalFundraisingExpenseAmt078956
IRS990/CYTotalProfFndrsngExpnsAmt043336
IRS990/CYTotalRevenueAmt073447
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/ExpenseAmt047075
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05850
IRS990/FeesForServicesAccountingGrp/TotalAmt05850
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt011648
IRS990/FeesForServicesManagementGrp/TotalAmt011648
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02589
IRS990/FeesForServicesOtherGrp/TotalAmt02589
IRS990/FeesForServicesProfFundraising/FundraisingAmt043336
IRS990/FeesForServicesProfFundraising/TotalAmt043336
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/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/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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/ReportableCompFromOrgAmt048000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt227600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT / TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt02400
IRS990/FundraisingGrossIncomeAmt09140
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt095506
IRS990/GrossSalesOfInventoryAmt037006
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt017150
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt014000
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/NetAssetsOrFundBalancesBOYAmt0420281
IRS990/NetAssetsOrFundBalancesEOYAmt0298631
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt06740
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt06740
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt017347
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt017347
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0420281
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0298631
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09670
IRS990/OccupancyGrp/TotalAmt09670
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0518
IRS990/OfficeExpensesGrp/TotalAmt0518
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05000
IRS990/OtherAssetsTotalGrp/EOYAmt013120
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PUBLICATIONS
IRS990/OtherExpensesGrp/Desc1PRINTING, POSTAGE AND D
IRS990/OtherExpensesGrp/Desc2KEEPSAKE
IRS990/OtherExpensesGrp/Desc3MERCHANT FEES, BUSINESS
IRS990/OtherExpensesGrp/FundraisingAmt01600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04449
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1301
IRS990/OtherExpensesGrp/ProgramServicesAmt034500
IRS990/OtherExpensesGrp/TotalAmt034500
IRS990/OtherExpensesGrp/TotalAmt14449
IRS990/OtherExpensesGrp/TotalAmt21600
IRS990/OtherExpensesGrp/TotalAmt3301
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt035
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PETER RUTLEDGE KOCH
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0511130
IRS990/ProgramServiceRevenueGrp/Desc0SYMPOSIUM TICKETS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0213852
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0130266
IRS990/PYOtherRevenueAmt070572
IRS990/PYProgramServiceRevenueAmt04184
IRS990/PYRevenuesLessExpensesAmt049695
IRS990/PYSalariesCompEmpBnftPaidAmt075600
IRS990/PYTotalExpensesAmt0238913
IRS990/PYTotalProfFndrsngExpnsAmt033047
IRS990/PYTotalRevenueAmt0288608
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-121650
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt024847
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0361352
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0276856
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0156000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0155000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0311000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0213852
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0174306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0480586
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028322
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0104206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0120930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0284510
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt05640
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt06865
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt012505
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.58400
IRS990ScheduleA/PublicSupportPY509Pct00.65830
IRS990ScheduleA/PublicSupportTotal509Amt0454096
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0156000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0155000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0311000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0242174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0121976
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0180511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0153728
IRS990ScheduleA/Total509Grp/TotalAmt0765096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0242174
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0127616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0187376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0153728
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0777601
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
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt035
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt035
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/GrossReceiptsAmt028615
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt10
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt10
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0SAM PELTS
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm1DINA POLLOCK
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt031688
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/DirectExpenseSummaryEventsAmt02400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02400
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt09140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09140
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06740
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt028615
IRS990ScheduleG/TotalRetainedByContractorsAmt042488
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0420281
IRS990/TotalAssetsEOYAmt0298666
IRS990/TotalAssetsGrp/BOYAmt0420281
IRS990/TotalAssetsGrp/EOYAmt0298666
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt041860
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt078956
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt069066
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047075
IRS990/TotalFunctionalExpensesGrp/TotalAmt0195097
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt035
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt035
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0420281
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0298631
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt047075
IRS990/TotalProgramServiceRevenueAmt07500
IRS990/TotalReportableCompFromOrgAmt075600
IRS990/TotalRevenueGrp/ExclusionAmt06740
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024847
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt073447
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0420281
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0298666
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02441
IRS990/TravelGrp/TotalAmt02441
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER RUTLEDGE KOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05108490673
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,666
Liabilities
$35
Net assets
$298,631
Revenue
$73,447
Expenses
$195,097
Net income
-$121,650
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
2020Detailed filing. Detailed filing data is available for this year.$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
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