Civic Intelligence

Dos Pueblos Engineering Academy Foundation

990 • Fiscal year 2025 • EIN 26-1115393

Jul 01, 2024 to Jun 30, 2025

Organization ProfileWWW.DPEAF.ORG
PO Box 313Goleta, CA 93116

(805) 968-2541

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$5,062,295

Down $75,209 (-1.5%) from 2024

Net Assets

Down

$4,057,628

Down $528,234 (-12%) from 2024

Liabilities

Up

$1,004,667

Up $453,025 (+82%) from 2024

Revenue And Expenses

Revenue

Down

$488,002

Down $342,766 (-41%) from 2024

Expenses

Up

$1,016,236

Up $163,101 (+19%) from 2024

Net Income

Down

-$528,234

Down $505,867 (-2262%) from 2024

Historical Trend

Balance Sheet Trend

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

$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: $4,585,8622024Assets 2025: $5,062,295Liabilities 2025: $1,004,667Net Assets 2025: $4,057,6282025

Highlighted filing

2025

Assets$5,062,295
Liabilities$1,004,667
Net Assets$4,057,628
Open 2025 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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: -$22,3672024Revenue 2025: $488,002Expenses 2025: $1,016,236Net Income 2025: -$528,2342025

Highlighted filing

2025

Revenue$488,002
Expenses$1,016,236
Net Income-$528,234
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
May 13, 2026
Return Version
2024v5.5
Gross Receipts
$488,002
Mission and Program Overview

Mission

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.

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$5,107,066$5,047,664▼ $59,402
Accounts Receivable$30,438$14,631▼ $15,807
Total Assets$5,137,504$5,062,295▼ $75,209
Liabilities
Grants Payable$535,005$985,005▲ $450,000
Accounts Payable and Accrued Expenses$16,637$19,662▲ $3,025
Total Liabilities$551,642$1,004,667▲ $453,025
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,560,862$4,057,628▼ $503,234
Net Assets With Donor Restrictions$25,000$0▼ $25,000
Total Net Assets Fund Balance$4,585,862$4,057,628▼ $528,234
Total Liabilities and Net Assets / Fund Balance$5,137,504$5,062,295▼ $75,209
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Gary SimpsonCEOPT$101,604$101,604

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$302,956
Program Service Revenue
$0
Investment Income
$185,046
Other Revenue
$0
All Other Contributions
$302,956
Change in Net Assets
$-528,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$498,923
Salaries, Compensation, and Employee Benefits$331,183
Other Expenses$186,130
Total Fundraising Expense$97,935
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$498,923--$498,923
Other Salaries and Wages$106,384$17,685$79,466$203,535
Current Officers, Directors, Trustees, and Key Employees$51,750$41,400$10,350$103,500
Payroll Taxes$12,460$4,636$7,052$24,148
Insurance$1,835$4,394$1,067$7,296
Fees for Services Other-$6,626-$6,626
Fees for Services Accounting-$3,500-$3,500
Advertising-$1,857-$1,857
Fees for Services Legal-$1,541-$1,541
Other Expenses$159,254$963-$963
Total Functional Expenses$830,606$87,695$97,935$1,016,236
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.$498,923
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
2026-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Simpson
Formed
2007
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
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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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EQUIPPING AND OPERATING THE FACILITY FOR THE DOS PUEBLOS ENGINEERING ACADEMY AND STEAM MUSEUM.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SANTA BARBARA SCHOOL DISTRICT
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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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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,062,295
Liabilities
$1,004,667
Net assets
$4,057,628
Revenue
$488,002
Expenses
$1,016,236
Net income
-$528,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.06$1.00$4.06$0.49$1.02$0.53
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