Civic Intelligence

Steele Family Foundation

EIN 88-2847088 • 501(c)3 • Scottsdale, AZ

Profile

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.

24811 N 90th WayScottsdale, AZ 85255
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

74th percentile

16%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

22%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,963,736

Up $264,416 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,963,736

Up $264,416 (+16%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin91st percentile

Revenue

Up

$472,825

Up $85,132 (+22%) from 2023

Expenses

Up

$208,409

Up $18,775 (+9.9%) from 2023

Net Income

Up

$264,416

Up $66,357 (+34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2022: $1,501,261Liabilities 2022: $0Net Assets 2022: $1,501,2612022Assets 2023: $1,699,320Liabilities 2023: $0Net Assets 2023: $1,699,3202023Assets 2024: $1,963,736Liabilities 2024: $0Net Assets 2024: $1,963,7362024

Highlighted filing

2024

Assets$1,963,736
Liabilities$0
Net Assets$1,963,736
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$2.0M$1.5M$1.0M$500K$0Revenue 2022: $1,586,477Expenses 2022: $85,216Net Income 2022: $1,501,2612022Revenue 2023: $387,693Expenses 2023: $189,634Net Income 2023: $198,0592023Revenue 2024: $472,825Expenses 2024: $208,409Net Income 2024: $264,4162024

Highlighted filing

2024

Revenue$472,825
Expenses$208,409
Net Income$264,416
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,963,736
Liabilities
$0
Net assets
$1,963,736
Revenue
$472,825
Expenses
$208,409
Net income
$264,416
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.00$1.96$0.47$0.21$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.39$0.19$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.59$0.09$1.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 2, 2025
Return Version
2024v5.0
Gross Receipts
$472,825
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,699,320$1,963,736▲ $264,416
Total Assets$1,699,320$1,963,736▲ $264,416
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,699,320$1,963,736▲ $264,416
Total Net Assets Fund Balance$1,699,320$1,963,736▲ $264,416
Total Liabilities and Net Assets / Fund Balance$1,699,320$1,963,736▲ $264,416
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Shelby SteelePresident
Rita SteeleSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$321,180
Program Service Revenue
$0
Investment Income
$151,645
Other Revenue
$0
All Other Contributions
$321,180
Change in Net Assets
$264,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,409
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$182,278--$182,278
Fees for Service Investment Mgmnt Fees-$26,131-$26,131
Total Functional Expenses$182,278$26,131$0$208,409
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Steele Family Foundation
EIN
88-2847088
Phone
8312244119
Address
24811 N 90TH WAY, SCOTTSDALE, AZ 85255

Signing Officer

Name
Rita Steele
Title
Secretary
Phone
8312244119
Signed
2025-09-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelby Steele
Formed
2022
Legal Domicile
Az
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Julie Roberts CPA
Address
23504 CINEMA DR, VALENCIA, CA 91355
Preparer
Julie Roberts CPA
Phone
8182609880
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Production and educational presentations and training costs. Teacher and student costs support for education.”

Form 990, Part IX, Line 11G

“Educational productions 182,278 0 0”

Raw XML Appendix240 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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IRS990/GrossAmountSalesAssetsGrp/OtherAmt010240
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-09-24T18:24:21-04:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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