STEELE FAMILY FOUNDATION (EIN 882847088) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

SHELBY STEELE

Phone

8312244119

Tax Period

2024-01-01 to 2024-12-31

STEELE FAMILY FOUNDATION, founded in 2022, is a small nonprofit in the Education sector that reported $473K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $264K, a strong 56% operating margin.

Mission

STEELE FAMILY FOUNDATION SUPPORTS THE EDUCATIONAL GOALS OF AMERICANS BY PROVIDING GRANTS TO TEACHERS AND SCHOOLS, AND SCHOLARSHIPS TO THOSE WHO EMBRACE THE IDEALS OF CIVILITY, INTEGRITY, AND SOCIAL RESPONSIBILITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $321,180

Program Service Revenue $0

Investment Income $151,645

Other Revenue $0

TOTAL REVENUE $472,825

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $182,278

Other Expenses $208,409

TOTAL EXPENSES $208,409

Year-over-Year Comparison

	2024	2023	Change
Revenue	$472,825	$387,693	+0.2%
Expenses	$208,409	$189,634	+0.1%
Net Income	$264,416	$198,059	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RITA STEELE	SECRETARY	N/A	Officer Director	$0	$0	$0
SHELBY STEELE	PRESIDENT	N/A	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$472,825	$208,409	$1,963,736	$264,416
2023	$387,693	$189,634	$1,699,320	$198,059
2022	$1,586,477	$85,216	$1,501,261	$1,501,261

STEELE FAMILY FOUNDATION