Civic Intelligence

Rule 62 Foundation

990EZ • Fiscal year 2024 • EIN 87-1001149

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 05, 2025

Organization ProfileN/A
306 RockefellerIrvine, CA 92612

(714) 412-9267

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

14th percentile

-32%

Higher net margin than 14% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

14th percentile

-40%

Faster asset growth than 14% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$36,591

Down $24,851 (-40%) from 2023

Net Assets

Down

$36,591

Down $24,851 (-40%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$78,031

Down $15,200 (-16%) from 2023

Expenses

Up

$102,882

Up $42,035 (+69%) from 2023

Net Income

Down

-$24,851

Down $57,235 (-177%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2023: $61,442Net Assets 2023: $61,4422023Assets 2024: $36,591Net Assets 2024: $36,5912024

Highlighted filing

2024

Assets$36,591
Liabilities-
Net Assets$36,591
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2023: $93,231Expenses 2023: $60,847Net Income 2023: $32,3842023Revenue 2024: $78,031Expenses 2024: $102,882Net Income 2024: -$24,8512024

Highlighted filing

2024

Revenue$78,031
Expenses$102,882
Net Income-$24,851
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 5, 2025
Return Version
2024v5.1
Gross Receipts
$78,031
Mission and Program Overview

Mission

Supporting individuals in addiction and substance abuse recovery.

Supporting individuals in addiction and substance abuse recovery

Program Services

DescriptionGrantsExpenses
60 people received gifts of $1000+$62,103$62,103
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD ANDERSONPresPT$0--
Filing and Contact Details

Filer

Filer Name
Rule 62 Foundation
EIN
87-1001149
Phone
7144129267
Address
306 ROCKEFELLER, IRVINE, CA 92612

Signing Officer

Name
Todd Anderson
Title
Pres
Phone
7144129267
Signed
2025-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Scott M Steward
Address
347 17TH AVE N, PAYETTE, ID 83661
Preparer
Scott Steward
Phone
9497262103
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Supporting individuals in addiction and substance abuse recovery.; sober living; sober living: 2015 charlie st, costa mesa, ca, 92627; none, 62103.”

Form 990EZ, Part I, Line 16

“Sober social events 31010.”

Form 990EZ, Part I, Line 16

“MARKETING 2795.”

Raw XML Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRENT WILLIAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum09495771205
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0306 ROCKEFELLER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092612
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061442
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036591
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt078031
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24851
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02473
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061442
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036591
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt062103
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt078031
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061442
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036591
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061442
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036591
IRS990EZ/OccupancyRentUtltsAndMaintAmt02783
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TODD ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033805
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supporting individuals in addiction and substance abuse recovery
IRS990EZ/PrintingPublicationsPostageAmt01718
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt060 people received gifts of $1000+
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt062103
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062103
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102882
IRS990EZ/TotalProgramServiceExpensesAmt062103
IRS990EZ/TotalRevenueAmt078031
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt078082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt078082
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt078082
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078082
IRS990ScheduleA/Total509Grp/TotalAmt078082
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt078082
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORTING INDIVIDUALS IN ADDICTION AND SUBSTANCE ABUSE RECOVERY.; SOBER LIVING; SOBER LIVING: 2015 CHARLIE ST, COSTA MESA, CA, 92627; NONE, 62103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOBER SOCIAL EVENTS 31010.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MARKETING 2795.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum07144129267
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RULE 62 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RULE
ReturnHeader/Filer/EIN0871001149
ReturnHeader/Filer/PhoneNum07144129267
ReturnHeader/Filer/USAddress/AddressLine1Txt0306 ROCKEFELLER
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092612
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCOTT M STEWARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0347 17TH AVE N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083661
ReturnHeader/PreparerPersonGrp/PhoneNum09497262103
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott Steward
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-09T10:31:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,591
Liabilities
-
Net assets
$36,591
Revenue
$78,031
Expenses
$102,882
Net income
-$24,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.78$1.03$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.93$0.61$0.32