Civic Intelligence

Macleod Stewardship Foundation Inc

EIN 59-2492096 • Naples, FL

2375 Tamiami Trail N 110Naples, FL 34103
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-105%

Higher net margin than 6% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

22nd percentile

-4.5%

Faster asset growth than 22% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,469,026

Down $117,548 (-4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,469,026

Down $117,548 (-4.5%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin6th percentile

Revenue

Down

$111,836

Down $13,469 (-11%) from 2023

Expenses

Up

$229,384

Up $37,693 (+20%) from 2023

Net Income

Down

-$117,548

Down $51,162 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,933,089Liabilities 2011: $1832011Assets 2012: $1,573,940Liabilities 2012: $02012Assets 2014: $1,490,896Liabilities 2014: $668Net Assets 2014: $1,490,2282014Assets 2015: $1,400,877Liabilities 2015: $3,174Net Assets 2015: $1,397,7032015Assets 2016: $1,356,386Liabilities 2016: $3,234Net Assets 2016: $1,353,1522016Assets 2017: $2,908,816Liabilities 2017: $24,735Net Assets 2017: $2,884,0812017Assets 2018: $2,567,375Liabilities 2018: $0Net Assets 2018: $2,567,3752018Assets 2019: $2,620,410Liabilities 2019: $0Net Assets 2019: $2,620,4102019Assets 2020: $2,779,335Liabilities 2020: $1,625Net Assets 2020: $2,777,7102020Assets 2021: $2,781,302Liabilities 2021: $0Net Assets 2021: $2,781,3022021Assets 2022: $2,649,269Liabilities 2022: $0Net Assets 2022: $2,649,2692022Assets 2023: $2,586,574Liabilities 2023: $0Net Assets 2023: $2,586,5742023Assets 2024: $2,469,026Liabilities 2024: $0Net Assets 2024: $2,469,0262024

Highlighted filing

2024

Assets$2,469,026
Liabilities$0
Net Assets$2,469,026
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $39,662Expenses 2011: $113,435Net Income 2011: -$73,7732011Revenue 2012: $46,969Expenses 2012: $123,423Net Income 2012: -$76,4542012Revenue 2014: $168,497Expenses 2014: $164,137Net Income 2014: $4,3602014Revenue 2015: $67,478Expenses 2015: $160,002Net Income 2015: -$92,5242015Revenue 2016: $112,770Expenses 2016: $157,321Net Income 2016: -$44,5512016Revenue 2017: $1,358,044Expenses 2017: $28,876Net Income 2017: $1,329,1682017Revenue 2018: $30,729Expenses 2018: $177,330Net Income 2018: -$146,6012018Revenue 2019: $62,297Expenses 2019: $179,262Net Income 2019: -$116,9652019Revenue 2020: $209,479Expenses 2020: $199,565Net Income 2020: $9,9142020Revenue 2021: $215,322Expenses 2021: $211,730Net Income 2021: $3,5922021Revenue 2022: $73,869Expenses 2022: $197,591Net Income 2022: -$123,7222022Revenue 2023: $125,305Expenses 2023: $191,691Net Income 2023: -$66,3862023Revenue 2024: $111,836Expenses 2024: $229,384Net Income 2024: -$117,5482024

Highlighted filing

2024

Revenue$111,836
Expenses$229,384
Net Income-$117,548
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,469,026
Liabilities
$0
Net assets
$2,469,026
Revenue
$111,836
Expenses
$229,384
Net income
-$117,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.11$0.23$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.13$0.19$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.07$0.20$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.22$0.21$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.21$0.20$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.06$0.18$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.03$0.18$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.91$0.02$2.88$1.36$0.03$1.33
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.35$0.11$0.16$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.07$0.16$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.17$0.16$0.00
2012Summary only. Only limited summary data is available for this year.$1.57$0.00$0.05$0.12$0.08
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$0.04$0.11$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roderick A MaCleodPresident-$0--
John A MacleodVice President-$0--
Kristen M AlthausenVice President-$0--
Charles KellySecretary-$0--
Cynthia M QuinnTreasurer-$0--
Brian C QuinnDirector-$0--
Filing and Contact Details

Filer

Filer Name
MacLeod Stewardship Foundation Inc
EIN
59-2492096
Phone
9143099398
Address
2375 Tamiami Trail N 110, Naples, FL 34103

Signing Officer

Name
R A MacLeod
Title
Trustee, President
Signed
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Rogers Wood Hill Starman & Gustason PA
Address
2375 Tamiami Trail North Suite 110, Naples, FL 34103
Preparer
Sharon A Belcher CPA
Phone
2392621040
Raw XML Appendix311 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.

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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt024600 S Tamiami Tr Ste 212 Box 181
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Bonita Springs
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034134
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RA MacLeod
IRS990PF/StatementsRegardingActyGrp/PhoneNum09143099398
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written-Letter Format-Data Pertinent to Request
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Roderick A MacLeod
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02392621040
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt024600 S Tamiami Trail Ste 212 Box 1
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Bonita Springs
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034134
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Fidelity Charitable Gift Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ROC Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 77001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1645 Arlington Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Reno
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd189503
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0220000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0207189
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0207189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011148
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt060533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029580
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09927
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09927
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0123004
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012811
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011148
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt060533
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029580
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0220000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012811
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0132931
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0120120
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06801
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Dividends Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt07600
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt07600
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Other
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0293
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0293
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Tax Preparation
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03900
TaxesSchedule/TaxesDetail/Amt01616
TaxesSchedule/TaxesDetail/Amt13575
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01616
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13575
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R A MacLeod
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee, President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MacLeod Stewardship Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0MACL
ReturnHeader/Filer/EIN0592492096
ReturnHeader/Filer/PhoneNum09143099398
ReturnHeader/Filer/USAddress/AddressLine1Txt02375 Tamiami Trail N 110
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591362099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rogers Wood Hill Starman & Gustason PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02375 Tamiami Trail North Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034103
ReturnHeader/PreparerPersonGrp/PhoneNum02392621040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon A Belcher CPA
ReturnHeader/ReturnTs02025-04-30T05:54:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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