Civic Intelligence

The Codex Foundation

990 • Fiscal year 2021 • EIN 11-3763607

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

Organization ProfileWWW.CODEXFOUNDATION.ORG
1331 7th St Unit DBerkeley, CA 94710

(510) 849-0673

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

10th percentile

-59%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

89th percentile

$36,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 24.6% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

14th percentile

-29%

Faster asset growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

100%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$212,334

Down $86,332 (-29%) from 2020

Net Assets

Down

$211,941

Down $86,690 (-29%) from 2020

Liabilities

Up

$393

Up $358 (+1023%) from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin10th percentile

Revenue

Up

$146,529

Up $73,082 (+100%) from 2020

Expenses

Up

$233,219

Up $38,122 (+20%) from 2020

Net Income

Up

-$86,690

Up $34,960 (+29%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2021

Assets$212,334
Liabilities$393
Net Assets$211,941
Open 2021 Filing

Operations Trend

Revenue Growth85th 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

2021

Revenue$146,529
Expenses$233,219
Net Income-$86,690
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.2
Gross Receipts
$146,529
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
Cash and Non-Interest-Bearing Accounts$8,690$208,735▲ $200,045
Savings and Temporary Cash Investments$276,856$2,409▼ $274,447
Total Assets$298,666$212,334▼ $86,332
Other Assets Total$13,120$1,190▼ $11,930
Liabilities
Other Liabilities$35$393▲ $358
Total Liabilities$35$393▲ $358
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$298,631$211,941▼ $86,690
Total Net Assets Fund Balance$298,631$211,941▼ $86,690
Total Liabilities and Net Assets / Fund Balance$298,666$212,334▼ $86,332
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Peter Rutledge KochPresidentPT$36,000$36,000
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
$94,744
Program Service Revenue
$51,785
Investment Income
$0
Other Revenue
$0
All Other Contributions
$76,744
Change in Net Assets
$-86,690
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$165,119
Salaries, Compensation, and Employee Benefits$63,600
Total Fundraising Expense$47,687
Grants and Similar Amounts Paid$4,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$26,076$23,692$18,342$68,110
Current Officers, Directors, Trustees, and Key Employees$6,360$28,620$28,620$63,600
Occupancy-$9,600-$9,600
Fees for Services Accounting-$4,680-$4,680
Grants to Domestic Individuals$2,500--$2,500
Travel-$2,500-$2,500
Information Technology-$1,820$400$2,220
Grants to Domestic Orgs$2,000--$2,000
Advertising$1,782--$1,782
Other Expenses$70,575$694$325$694
Total Functional Expenses$109,293$76,239$47,687$233,219
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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$393
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
1331 7TH ST UNIT D, BERKELEY, CA 94710

Signing Officer

Name
Peter Rutledge Koch
Title
President
Phone
5108490673
Signed
2022-11-04
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
25

Preparer

Firm
Barlow & Hughan Llp
Address
1182 MARKET STREET SUITE 400, SAN FRANCISCO, CA 94102-4922
Preparer
Vassil Gotzev
Phone
4155222490
Raw XML Appendix377 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/AddressChangeInd0X
IRS990/AdvertisingGrp/ProgramServicesAmt01782
IRS990/AdvertisingGrp/TotalAmt01782
IRS990/AllOtherContributionsAmt076744
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAN BAUMAN
IRS990/BooksInCareOfDetail/PhoneNum09258582053
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01331 7TH ST UNIT D
IRS990/BooksInCareOfDetail/USAddress/CityNm0BERKELEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094710
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt08690
IRS990/CashNonInterestBearingGrp/EOYAmt0208735
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt028620
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt028620
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt06360
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt063600
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt094744
IRS990/CYGrantsAndSimilarPaidAmt04500
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0165119
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt051785
IRS990/CYRevenuesLessExpensesAmt0-86690
IRS990/CYSalariesCompEmpBnftPaidAmt063600
IRS990/CYTotalExpensesAmt0233219
IRS990/CYTotalFundraisingExpenseAmt047687
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0146529
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION HAS PURSUED AN ACTIVE PUBLISHING PROGRAM TO EDUCATE A BROADER PUBLIC ABOUT ITS MISSION, TO PRESERVE THE PAPERS PRESENTED AT EACH SYMPOSIUM SINCE 2007, AND TO CONTRIBUTE TO CRITICAL THEORY OF ARTISTS' BOOKS. THE FOUNDATION WILL CONTINUE TO PUBLISH THE CODEX PAPERS, THE JOURNAL OF CONTEMPORARY BOOK ARTS ON A BIENNIAL BASIS, ALONG WITH MONOGRAPH SERIES. THE CODEX FOUNDATION ALSO AIMS TO EXPAND ITS OFFERING OF EXHIBITIONS, LECTURES, STUDENT INTERNSHIPS, FELLOWSHIPS, AND MASTER WORKSHOPS. THE CODEX FOUNDATION IS ORGANIZING BIENNIAL SYMPOSIUMS FOCUSED ON THE ART OF HAND PRINTED BOOKS. THE SYMPOSIUM PROVIDES AN OPPORTUNITY TO DISCUSS AND EXAMINE THE BEST AND MOST CURRENT WORK OF INTERNATIONAL GROUP OF BOOK ARTISTS. IT FEATURES PROMINENT SPEAKERS AND EDUCATORS.THE CODEX FOUNDATION IS ALSO DEVELOPING EDUCATIONAL OPPORTUNITIES FOR LIBRARIANS, CURATORS, DIRECTORS, AND TEACHERS TO BETTER UNDERSTAND THE FIELD AND TO ASSIST IN DEVELOPING THEIR COLLECTIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0109293
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04680
IRS990/FeesForServicesAccountingGrp/TotalAmt04680
IRS990/FeesForServicesManagementGrp/FundraisingAmt018342
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt023692
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt026076
IRS990/FeesForServicesManagementGrp/TotalAmt068110
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
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/ReportableCompFromOrgAmt036000
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/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt04500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0146529
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0400
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01820
IRS990/InformationTechnologyGrp/TotalAmt02220
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt018000
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/NetAssetsOrFundBalancesBOYAmt0298631
IRS990/NetAssetsOrFundBalancesEOYAmt0211941
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0298631
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0211941
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09600
IRS990/OccupancyGrp/TotalAmt09600
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013120
IRS990/OtherAssetsTotalGrp/EOYAmt01190
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PUBLICATIONS
IRS990/OtherExpensesGrp/Desc1PRINTING, POSTAGE AND D
IRS990/OtherExpensesGrp/Desc2MERCHANT FEES, BUSINESS
IRS990/OtherExpensesGrp/FundraisingAmt0325
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04633
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1694
IRS990/OtherExpensesGrp/ProgramServicesAmt070575
IRS990/OtherExpensesGrp/TotalAmt070575
IRS990/OtherExpensesGrp/TotalAmt14958
IRS990/OtherExpensesGrp/TotalAmt2694
IRS990/OtherLiabilitiesGrp/BOYAmt035
IRS990/OtherLiabilitiesGrp/EOYAmt0393
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PETER RUTLEDGE KOCH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0511130
IRS990/ProgramServiceRevenueGrp/Desc0PUBLISHING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt051785
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt051785
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt041860
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt076161
IRS990/PYOtherRevenueAmt024087
IRS990/PYProgramServiceRevenueAmt07500
IRS990/PYRevenuesLessExpensesAmt0-121650
IRS990/PYSalariesCompEmpBnftPaidAmt075600
IRS990/PYTotalExpensesAmt0195097
IRS990/PYTotalProfFndrsngExpnsAmt043336
IRS990/PYTotalRevenueAmt073447
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-86690
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt051785
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0276856
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02409
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0156000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0155000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0316000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt094744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0213852
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0174306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0542532
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028322
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0104206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0214640
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt05640
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt06865
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt012505
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.57320
IRS990ScheduleA/PublicSupportPY509Pct00.58400
IRS990ScheduleA/PublicSupportTotal509Amt0441172
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0156000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0155000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0316000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0145804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0242174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0121976
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0180511
IRS990ScheduleA/Total509Grp/TotalAmt0757172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0145804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0242174
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0127616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0187376
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0769677
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/Amt0393
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0393
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/TotalAssetsBOYAmt0298666
IRS990/TotalAssetsEOYAmt0212334
IRS990/TotalAssetsGrp/BOYAmt0298666
IRS990/TotalAssetsGrp/EOYAmt0212334
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt094744
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt047687
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt076239
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109293
IRS990/TotalFunctionalExpensesGrp/TotalAmt0233219
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt035
IRS990/TotalLiabilitiesEOYAmt0393
IRS990/TotalLiabilitiesGrp/BOYAmt035
IRS990/TotalLiabilitiesGrp/EOYAmt0393
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0298631
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0211941
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0109293
IRS990/TotalProgramServiceRevenueAmt051785
IRS990/TotalReportableCompFromOrgAmt063600
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt051785
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0146529
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0298666
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0212334
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02500
IRS990/TravelGrp/TotalAmt02500
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/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER RUTLEDGE KOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05108490673
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CODEX FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CODE
ReturnHeader/Filer/EIN0113763607
ReturnHeader/Filer/PhoneNum05108490673
ReturnHeader/Filer/USAddress/AddressLine1Txt01331 7TH ST UNIT D
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094710
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/PreparationDt02022-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VASSIL GOTZEV
ReturnHeader/ReturnTs02022-11-04T14:07:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUTLEDGE KOCH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$212,334
Liabilities
$393
Net assets
$211,941
Revenue
$146,529
Expenses
$233,219
Net income
-$86,690
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
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.15$0.23$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.07$0.20$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.34$0.24$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.01$0.37$0.19$0.15$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.22$0.16$0.06
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