Civic Intelligence

Etc Foundation

990 • Fiscal year 2020 • EIN 81-4028230

Sep 01, 2019 to Aug 31, 2020 • Filed on Mar 10, 2021

Organization ProfileN/A
PO Box 2307Santa Barbara, CA 93120

(805) 965-5400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

75th percentile

23%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

69%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$4,184,321

Up $794,486 (+23%) from 2019

Net Assets

Up

$4,184,321

Up $794,486 (+23%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin97th percentile

Revenue

Up

$246,900

Up $100,455 (+69%) from 2019

Expenses

Down

$28,811

Down $130,392 (-82%) from 2019

Net Income

Up

$218,089

Up $230,847 (+1809%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$6.0M$4.0M$2.0M$0Assets 2016: $249Liabilities 2016: $0Net Assets 2016: $2492016Assets 2017: $3,097,232Liabilities 2017: $0Net Assets 2017: $3,097,2322017Assets 2019: $3,389,835Liabilities 2019: $0Net Assets 2019: $3,389,8352019Assets 2020: $4,184,321Liabilities 2020: $0Net Assets 2020: $4,184,3212020Assets 2021: $5,832,731Liabilities 2021: $2,622Net Assets 2021: $5,830,1092021Assets 2022: $4,896,355Liabilities 2022: $505,654Net Assets 2022: $4,390,7012022Assets 2023: $4,868,373Liabilities 2023: $505,654Net Assets 2023: $4,362,7192023Assets 2024: $4,898,119Liabilities 2024: $505,654Net Assets 2024: $4,392,4652024

Highlighted filing

2020

Assets$4,184,321
Liabilities$0
Net Assets$4,184,321
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2016: $12,000Expenses 2016: $11,751Net Income 2016: $2492016Revenue 2017: $435,301Expenses 2017: $19,318Net Income 2017: $415,9832017Revenue 2019: $146,445Expenses 2019: $159,203Net Income 2019: -$12,7582019Revenue 2020: $246,900Expenses 2020: $28,811Net Income 2020: $218,0892020Revenue 2021: $475,556Expenses 2021: $45,739Net Income 2021: $429,8172021Revenue 2022: $455,705Expenses 2022: $45,966Net Income 2022: $409,7392022Revenue 2023: $176,203Expenses 2023: $309,381Net Income 2023: -$133,1782023Revenue 2024: $298,621Expenses 2024: $416,359Net Income 2024: -$117,7382024

Highlighted filing

2020

Revenue$246,900
Expenses$28,811
Net Income$218,089
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Mar 10, 2021
Return Version
2019v5.2
Gross Receipts
$1,061,152
Mission and Program Overview

Mission

The purpose of the etc foundation is to manage and grow an endowment for the benefit of the ensemble theatre company of santa barbara.

To manage and grow an endowment for the benefit of the ensemble theatre company of santa barbara.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,574,149$3,555,095▲ $980,946
Pledges and Grants Receivable$511,829$362,512▼ $149,317
Savings and Temporary Cash Investments$302,844$265,702▼ $37,142
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$3,389,835$4,184,321▲ $794,486
Other Assets Total$1,012$1,012→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,389,835$4,184,321▲ $794,486
Total Net Assets Fund Balance$3,389,835$4,184,321▲ $794,486
Total Liabilities and Net Assets / Fund Balance$3,389,835$4,184,321▲ $794,486

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$3,389,835$21,677▲ $774,809-$4,184,321
2019$3,530,563$30,286▼ $39,050$131,964$3,389,835
2018$3,097,232$63,725▲ $388,188-$3,530,563
2017-$2,846,723▲ $269,580-$3,097,232
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Peter O JohnsonChair/president
Charles W SheldonBoard Member
D Michael GrayBoard Member
John GardnerBoard Member
Kandy Luria - BudgorBoard Member
Lisa ReichBoard Member
Owen PatotzkaBoard Member
Paula Y BruiceSecretary
Frank McginnityTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,677
Program Service Revenue
$0
Investment Income
$225,223
Other Revenue
$0
All Other Contributions
$21,677
Change in Net Assets
$218,089
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,811
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 Service Investment Mgmnt Fees-$26,811-$26,811
Fees for Services Accounting-$2,000-$2,000
Total Functional Expenses$0$28,811$0$28,811
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
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“Etc foundation has an investment committee, the committee only makes recommendations to the governing body and does not have authority to act on behalf of the governing body.”

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

“The 990 is provided to all board members to view and is approved by the board prior to filing.”

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

“Every year board members are required to sign a conflict of interest/confidentiality agreement confirming that they have no conflict of interest or disclosing any conflict of interest as described in etc foundation's conflict of interest policy and confidentiality policy. If there is concern about a conflict of interest or the possibility of a conflict, the board investigates the issue and takes appropriate corrective action, up to and including a request to resign or dismissal from the board.”

Form 990, Part VI, Section C, Line 18

“The organization makes form 990 and governing documents available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes form 990 and governing documents available upon request during regular business hours or in response to a written request.”

Filing and Contact Details

Filer

Filer Name
Etc Foundation
EIN
81-4028230
Phone
8059655400
Address
PO BOX 2307, SANTA BARBARA, CA 93120

Signing Officer

Name
Peter Johnson
Title
Chair/president
Phone
8059655400
Signed
2021-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Johnson
Formed
2016
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
8

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
3757 STATE STREET SUITE 3B, SANTA BARBARA, CA 93105
Preparer
Vanessa M Garcia
Phone
8059664157
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Responsibility of independent accountant and audited financials: etc foundation is consolidated with the ensemble theatre company for audit purposes. Ensemble theatre company has an audit committee which is responsible for the selection of an independent accountant and review of the audited financials. Upon satisfactory review of the audited financials, the audit committee presents them to the board for acceptance.”

Financial Statement Notes

PART V, LINE 4:

“Etc foundation intends to use the earnings of its endowment to support the ensemble theatre company and its quality theatre performances in the community.”

PART X, LINE 2:

“As part of the consolidated audited financial statements with ensemble theatre company, with fiscal year ending august 31, 2020, the following has been disclosed: ensemble is not aware of any uncertain tax positions at august 31, 2020, or for any year for which the statute is open. Ensemble's federal tax returns from the year 2015 to the present remain subject to examination by the internal revenue service and its california returns from the year 2014 remain subject to examination by the california franchise tax board.”

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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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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt021677
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0774809
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03389835
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-39050
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0131964
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt018582
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03097232
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt063725
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03530563
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0388188
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt019071
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.71000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ETC FOUNDATION INTENDS TO USE THE EARNINGS OF ITS ENDOWMENT TO SUPPORT THE ENSEMBLE THEATRE COMPANY AND ITS QUALITY THEATRE PERFORMANCES IN THE COMMUNITY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AS PART OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS WITH ENSEMBLE THEATRE COMPANY, WITH FISCAL YEAR ENDING AUGUST 31, 2020, THE FOLLOWING HAS BEEN DISCLOSED: ENSEMBLE IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AT AUGUST 31, 2020, OR FOR ANY YEAR FOR WHICH THE STATUTE IS OPEN. ENSEMBLE'S FEDERAL TAX RETURNS FROM THE YEAR 2015 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND ITS CALIFORNIA RETURNS FROM THE YEAR 2014 REMAIN SUBJECT TO EXAMINATION BY THE CALIFORNIA FRANCHISE TAX BOARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.29000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ETC FOUNDATION HAS AN INVESTMENT COMMITTEE, THE COMMITTEE ONLY MAKES RECOMMENDATIONS TO THE GOVERNING BODY AND DOES NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS PROVIDED TO ALL BOARD MEMBERS TO VIEW AND IS APPROVED BY THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVERY YEAR BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST/CONFIDENTIALITY AGREEMENT CONFIRMING THAT THEY HAVE NO CONFLICT OF INTEREST OR DISCLOSING ANY CONFLICT OF INTEREST AS DESCRIBED IN ETC FOUNDATION'S CONFLICT OF INTEREST POLICY AND CONFIDENTIALITY POLICY. IF THERE IS CONCERN ABOUT A CONFLICT OF INTEREST OR THE POSSIBILITY OF A CONFLICT, THE BOARD INVESTIGATES THE ISSUE AND TAKES APPROPRIATE CORRECTIVE ACTION, UP TO AND INCLUDING A REQUEST TO RESIGN OR DISMISSAL FROM THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES FORM 990 AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES FORM 990 AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST DURING REGULAR BUSINESS HOURS OR IN RESPONSE TO A WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RESPONSIBILITY OF INDEPENDENT ACCOUNTANT AND AUDITED FINANCIALS: ETC FOUNDATION IS CONSOLIDATED WITH THE ENSEMBLE THEATRE COMPANY FOR AUDIT PURPOSES. ENSEMBLE THEATRE COMPANY HAS AN AUDIT COMMITTEE WHICH IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT AND REVIEW OF THE AUDITED FINANCIALS. UPON SATISFACTORY REVIEW OF THE AUDITED FINANCIALS, THE AUDIT COMMITTEE PRESENTS THEM TO THE BOARD FOR ACCEPTANCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ENSEMBLE THEATRE COMPANY OF SANTA BARBARA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0953408200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0THEATRE PRODUCTIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12B, II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0914 SANTA BARBARA STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA BARBARA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt04184321
IRS990/TotalAssetsGrp/BOYAmt03389835
IRS990/TotalAssetsGrp/EOYAmt04184321
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0246900
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04184321
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2307
IRS990/USAddress/CityNm0SANTA BARBARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093120
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08059655400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ETC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ETCF
ReturnHeader/Filer/EIN0814028230
ReturnHeader/Filer/PhoneNum08059655400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2307
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093120
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952835976
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACFARLANE FALETTI & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03757 STATE STREET SUITE 3B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,184,321
Liabilities
$0
Net assets
$4,184,321
Revenue
$246,900
Expenses
$28,811
Net income
$218,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.90$0.51$4.39$0.30$0.42$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.87$0.51$4.36$0.18$0.31$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.90$0.51$4.39$0.46$0.05$0.41
2021Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.48$0.05$0.43
2020Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.25$0.03$0.22
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.15$0.16$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.44$0.02$0.42
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00