Civic Intelligence

Macleod Stewardship Foundation Inc.

990PF • Fiscal year 2017 • EIN 59-2492096

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 28, 2018

Organization Profile
2375 Tamiami Trail NorthNaples, FL 34103

(914) 309-9398

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$2,738,816

Up $1,382,430 (+102%) from 2016

Net Assets

Up

$2,714,081

Up $1,360,929 (+101%) from 2016

Liabilities

Up

$24,735

Up $21,501 (+665%) from 2016

Revenue And Expenses

Revenue

Up

$1,358,044

Up $1,245,274 (+1104%) from 2016

Expenses

Up

$198,876

Up $41,555 (+26%) from 2016

Net Income

Up

$1,159,168

Up $1,203,719 (+2702%) from 2016

Historical Trend

Balance Sheet Trend

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

$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: $2,738,816Liabilities 2017: $24,735Net Assets 2017: $2,714,0812017Assets 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

2017

Assets$2,738,816
Liabilities$24,735
Net Assets$2,714,081
Open 2017 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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: $198,876Net Income 2017: $1,159,1682017Revenue 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

2017

Revenue$1,358,044
Expenses$198,876
Net Income$1,159,168
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 28, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
R A MaCleodTrustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
R A MacLeod
Title
Trustee
Signed
2018-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Rogers Wood Hill Starman & Gustason PA
Address
2375 Tamiami Trail North Suite 110, Naples, FL 34103-4438
Preparer
Ronald W Gustason CPA
Phone
2392621040
Raw XML Appendix266 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/UndistributedIncomeGrp/ExcessFromYear1Amt09121
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011017
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0137000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0170000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031597
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0212527
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0180930
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt027126
TaxesSchedule/TaxesDetail/CategoryTxt0Investment Excise Tax - Current year
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R A MacLeod
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MacLeod Stewardship Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0MACL
ReturnHeader/Filer/EIN0592492096
ReturnHeader/Filer/PhoneNum09143099398
ReturnHeader/Filer/USAddress/AddressLine1Txt02375 Tamiami Trail North
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
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/ZIPCd0341034438
ReturnHeader/PreparerPersonGrp/PhoneNum02392621040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald W Gustason CPA
ReturnHeader/ReturnTs02018-06-28T06:03:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,738,816
Liabilities
$24,735
Net assets
$2,714,081
Revenue
$1,358,044
Expenses
$198,876
Net income
$1,159,168
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
2017Detailed filing. Detailed filing data is available for this year.$2.74$0.02$2.71$1.36$0.20$1.16
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