Civic Intelligence

Formative Foundation

EIN 26-1115393 • 501(c)3 • Goleta, CA

Profile

To support a project-based education in science, technology, engineering, art and math to students on the central coast in a way that is relevant, business-oriented, team-based and engaging, so that graduates are well prepared to achieve their goals of higher education and contributing to the workplace and society.

PO Box 313Goleta, CA 93116

www.dpeaf.org

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

46th percentile

0.13x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

15th percentile

-16%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

4th percentile

-28%

Faster asset growth than 4% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$5,137,504

Up $220,158 (+4.5%) from 2023

Liabilities

Up

$551,642

Up $242,525 (+78%) from 2023

Net Assets

Down

$4,585,862

Down $22,367 (-0.5%) from 2023

Operations
Liabilities / Revenue46th percentileNet Margin15th percentile

Revenue

Up

$830,768

Up $187,736 (+29%) from 2023

Expenses

Down

$853,135

Down $155,182 (-15%) from 2023

Net Income

Up

-$22,367

Up $342,918 (+94%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $263,730Liabilities 2015: $0Net Assets 2015: $263,7302015Assets 2016: $377,019Liabilities 2016: $8,138Net Assets 2016: $368,8812016Assets 2017: $753,984Liabilities 2017: $7,639Net Assets 2017: $746,3452017Assets 2018: $867,486Liabilities 2018: $201Net Assets 2018: $867,2852018Assets 2019: $779,307Liabilities 2019: $1,163Net Assets 2019: $778,1442019Assets 2020: $1,811,291Liabilities 2020: $195Net Assets 2020: $1,811,0962020Assets 2021: $6,982,223Liabilities 2021: $1,925,988Net Assets 2021: $5,056,2352021Assets 2022: $5,040,036Liabilities 2022: $66,522Net Assets 2022: $4,973,5142022Assets 2023: $4,917,346Liabilities 2023: $309,117Net Assets 2023: $4,608,2292023Assets 2024: $5,137,504Liabilities 2024: $551,642Net Assets 2024: $4,585,8622024

Highlighted filing

2024

Assets$5,137,504
Liabilities$551,642
Net Assets$4,585,862
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $776,886Expenses 2015: $827,738Net Income 2015: -$50,8522015Revenue 2016: $995,501Expenses 2016: $890,350Net Income 2016: $105,1512016Revenue 2017: $1,020,702Expenses 2017: $643,238Net Income 2017: $377,4642017Revenue 2018: $774,710Expenses 2018: $653,770Net Income 2018: $120,9402018Revenue 2019: $847,603Expenses 2019: $936,744Net Income 2019: -$89,1412019Revenue 2020: $1,417,308Expenses 2020: $384,356Net Income 2020: $1,032,9522020Revenue 2021: $7,173,847Expenses 2021: $3,926,665Net Income 2021: $3,247,1822021Revenue 2022: $513,823Expenses 2022: $596,544Net Income 2022: -$82,7212022Revenue 2023: $643,032Expenses 2023: $1,008,317Net Income 2023: -$365,2852023Revenue 2024: $830,768Expenses 2024: $853,135Net Income 2024: -$22,3672024

Highlighted filing

2024

Revenue$830,768
Expenses$853,135
Net Income-$22,367
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,137,504
Liabilities
$551,642
Net assets
$4,585,862
Revenue
$830,768
Expenses
$853,135
Net income
-$22,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.14$0.55$4.59$0.83$0.85$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.92$0.31$4.61$0.64$1.01$0.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.07$4.97$0.51$0.60$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.98$1.93$5.06$7.17$3.93$3.25
2020Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$1.42$0.38$1.03
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.85$0.94$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.77$0.65$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.75$0.01$0.75$1.02$0.64$0.38
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$1.00$0.89$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.78$0.83$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$830,768
Mission and Program Overview

Mission

To support a project-based education in science, technology, engineering and math to high school students on the central coast in a way that is relevant, business-oriented, team-based and engaging, so that graduates are well prepared to achieve their goals of pursuing higher education and contributing to the workplace and society.

The purpose of the organization is to operate for charitable and educational purposes, including but not limited to supporting transformative educational experiences in steam (science, technology, engineering, arts and math) for people of all ages.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,826,846$5,107,066▲ $280,220
Accounts Receivable$90,500$30,438▼ $60,062
Total Assets$4,917,346$5,137,504▲ $220,158
Liabilities
Grants Payable$290,001$535,005▲ $245,004
Accounts Payable and Accrued Expenses$19,116$16,637▼ $2,479
Total Liabilities$309,117$551,642▲ $242,525
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,608,229$4,560,862▼ $47,367
Net Assets With Donor Restrictions-$25,000-
Total Net Assets Fund Balance$4,608,229$4,585,862▼ $22,367
Total Liabilities and Net Assets / Fund Balance$4,917,346$5,137,504▲ $220,158
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Gary SimpsonCEOPT$100,000$100,000

Board Members and Trustees

NameTitle
Michelle PickettPresident
Mike BrownVice President
Eckart MeiburgDirector
Greg HartleyDirector
John McclureDirector
Lisa CouchDirector
Liz SalentineSecretary
Jamie FlintTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$640,539
Program Service Revenue
$0
Investment Income
$190,229
Other Revenue
$0
All Other Contributions
$640,539
Change in Net Assets
$-22,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$357,334
Salaries, Compensation, and Employee Benefits$314,627
Other Expenses$181,174
Total Fundraising Expense$155,071
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$357,334--$357,334
Other Salaries and Wages$71,959$14,736$105,153$191,848
Current Officers, Directors, Trustees, and Key Employees$30,000$40,000$30,000$100,000
Payroll Taxes$7,973$4,328$10,478$22,779
Advertising--$5,910$5,910
Insurance$967$3,316$1,271$5,554
Fees for Services Legal-$5,189-$5,189
Fees for Services Other-$4,893-$4,893
Fees for Services Accounting-$4,688-$4,688
Other Expenses$734$1,867$288$1,867
Conferences and Meetings--$1,307$1,307
Travel$687--$687
Total Functional Expenses$615,950$82,114$155,071$853,135
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Barbara School DistrictSanta Barbara, CA501(c)(3)Equipping and Operating the Facility for the Dos Pueblos Engineering Academy and Steam Museum.$357,334
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the ceo and the treasurer and the finance committee. Once accepted by the committee, it is shared with the full board prior to filing with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“When a new person joins the board or the foundation hires a new employee, the person is provided the conflict of interest policy. Further, annually, the conflict of interest policy is provided to all board members and a written acknowledgement is received.”

Form 990, Part VI, Section B, Line 15

“The foundation researches and conducts surveys of comparable non-profit organizations. The board considers the data from the research with budget constraints, performance, and internal pay equity, among other factors, in determining the chief executive officer's compensation.”

Form 990, Part VI, Section C, Line 19

“Copies of the organization's tax returns and organizing documents are available by request or at the organization's location during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Formative Foundation
EIN
26-1115393
Phone
8059682541
Address
PO BOX 313, GOLETA, CA 93116

Signing Officer

Name
Gary Simpson
Title
CEO
Phone
8057056206
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Simpson
Formed
2007
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
0

Preparer

Firm
Prosperity Partners
Address
200 E CARRILLO ST STE 300, SANTA BARBARA, CA 93101
Preparer
Chrisley Reed CPA
Phone
8059629175
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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/ProgSrvcAccomActy2Grp/Desc0MECHATRONICS PROGRAM - THE NEW CAPSTONE PROJECT FOR SENIOR YEAR STUDENTS. THIS PROJECT INVOLVES THE COMPREHENSIVE DESIGN, PROTOTYPING, FABRICATION AND EXHIBITION OF A MUSEUM-QUALITY KINETIC EXHIBIT.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0133289
IRS990/ProgSrvcAccomActy3Grp/Desc0STEAM MUSEUM - THE FOUNDATION AND THE SANTA BARBARA UNIFIED SCHOOL DISTRICT ARE COLLABORATING ON IMPROVING AND EXPANDING THE ACADEMY FACILITIES THROUGH THE ADDITION OF A NEW STATE-OF-THE-ART CAREER TECHNICAL EDUCATION PAVILION FACILITY THAT WILL SUPPORT THE PRODUCT INNOVATION AND DESIGN AND MEDIA ARTS PATHWAYS AT DPHS. AS PLANNED, THE FACILITY WILL INCLUDE A FIRST-OF-ITS-KIND, STEAM TEACHING AND LEARNING MUSEUM IN WHICH STUDENTS WILL DISPLAY AND DEMONSTRATE THEIR PROFESSIONAL-QUALITY WORK AND SERVE AS DOCENTS AND GUIDES. THE FACILITY WILL BE OPEN TO SERVE THE COMMUNITY AND BE EXPERIENCED AS A YEAR-ROUND MAKER FAIRE. THE FACILITY WILL ALSO SERVE AS A TRAINING INSTITUTE FOR TEACHERS FROM AROUND THE COUNTRY.
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYInvestmentIncomeAmt0117832
IRS990/PYOtherExpensesAmt0282282
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0643032
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IRS990/ReconcilationRevenueExpnssAmt0-22367
IRS990/RegularMonitoringEnfrcInd01
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0525200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0493964
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07168496
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01355041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010183240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt037348
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06579
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05351
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014349
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleI/RecipientTable/CashGrantAmt0357334
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EQUIPPING AND OPERATING THE FACILITY FOR THE DOS PUEBLOS ENGINEERING ACADEMY AND STEAM MUSEUM.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SANTA BARBARA SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0720 SANTA BARBARA STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA BARBARA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE CEO AND THE TREASURER AND THE FINANCE COMMITTEE. ONCE ACCEPTED BY THE COMMITTEE, IT IS SHARED WITH THE FULL BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHEN A NEW PERSON JOINS THE BOARD OR THE FOUNDATION HIRES A NEW EMPLOYEE, THE PERSON IS PROVIDED THE CONFLICT OF INTEREST POLICY. FURTHER, ANNUALLY, THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS AND A WRITTEN ACKNOWLEDGEMENT IS RECEIVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION RESEARCHES AND CONDUCTS SURVEYS OF COMPARABLE NON-PROFIT ORGANIZATIONS. THE BOARD CONSIDERS THE DATA FROM THE RESEARCH WITH BUDGET CONSTRAINTS, PERFORMANCE, AND INTERNAL PAY EQUITY, AMONG OTHER FACTORS, IN DETERMINING THE CHIEF EXECUTIVE OFFICER'S COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF THE ORGANIZATION'S TAX RETURNS AND ORGANIZING DOCUMENTS ARE AVAILABLE BY REQUEST OR AT THE ORGANIZATION'S LOCATION DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt082114
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0615950
IRS990/TotalFunctionalExpensesGrp/TotalAmt0853135
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IRS990/TotalReportableCompFromOrgAmt0100000
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/WebsiteAddressTxt0WWW.DPEAF.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY SIMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08057056206
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORMATIVE FOUNDATION
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0651164012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROSPERITY PARTNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 E CARRILLO ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059629175
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISLEY REED CPA
ReturnHeader/ReturnTs02025-05-14T10:16:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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