Civic Intelligence

Etc Foundation

990 • Fiscal year 2021 • EIN 81-4028230

Sep 01, 2020 to Aug 31, 2021 • Filed on Jun 07, 2022

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

(805) 966-2440

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

86th percentile

39%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

93%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$5,832,731

Up $1,648,410 (+39%) from 2020

Net Assets

Up

$5,830,109

Up $1,645,788 (+39%) from 2020

Liabilities

Up

$2,622

Up $2,622 from 2020

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin98th percentile

Revenue

Up

$475,556

Up $228,656 (+93%) from 2020

Expenses

Up

$45,739

Up $16,928 (+59%) from 2020

Net Income

Up

$429,817

Up $211,728 (+97%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2021

Assets$5,832,731
Liabilities$2,622
Net Assets$5,830,109
Open 2021 Filing

Operations Trend

Revenue Growth88th 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

2021

Revenue$475,556
Expenses$45,739
Net Income$429,817
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jun 7, 2022
Return Version
2020v4.2
Gross Receipts
$1,046,606
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$3,555,095$5,094,063▲ $1,538,968
Pledges and Grants Receivable$362,512$370,957▲ $8,445
Savings and Temporary Cash Investments$265,702$366,699▲ $100,997
Total Assets$4,184,321$5,832,731▲ $1,648,410
Other Assets Total$1,012$1,012→ $0
Liabilities
Other Liabilities$0$2,622▲ $2,622
Total Liabilities$0$2,622▲ $2,622
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,184,321$5,830,109▲ $1,645,788
Total Net Assets Fund Balance$4,184,321$5,830,109▲ $1,645,788
Total Liabilities and Net Assets / Fund Balance$4,184,321$5,832,731▲ $1,648,410

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$4,184,321$52,290▲ $1,639,237-$5,830,109
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 PayScore unavailable

Board Members and Trustees

NameTitle
Peter O JohnsonChair/president
George TharakanBoard Member
Lisa ReichBoard Member
Owen PatotzkaBoard Member
Simon WilliamsBoard Member
Paula Y BruiceSecretary
Frank McginnityTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$52,290
Program Service Revenue
$0
Investment Income
$423,266
Other Revenue
$0
All Other Contributions
$52,290
Change in Net Assets
$429,817
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,739
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-$43,659-$43,659
Fees for Services Accounting-$2,000-$2,000
Other Expenses-$30-$30
Total Functional Expenses$0$45,739$0$45,739
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Ensemble$2,622
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
8059662440
Address
PO BOX 2307, SANTA BARBARA, CA 93120

Signing Officer

Name
Paula Bruice
Title
Current Chair/president
Phone
8059662440
Signed
2022-06-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paula Bruice
Formed
2016
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
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, 2021, the following has been disclosed: ensemble is not aware of any uncertain tax positions at august 31, 2021, or for any year for which the statute is open. Ensemble's federal tax returns from the year 2016 to the present remain subject to examination by the internal revenue service and its california returns from the year 2015 remain subject to examination by the california franchise tax board.”

Raw XML AppendixShowing 400 of 420 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO MANAGE AND GROW AN ENDOWMENT FOR THE BENEFIT OF THE ENSEMBLE THEATRE COMPANY OF SANTA BARBARA.
IRS990/AllOtherContributionsAmt052290
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ETC FOUNDATION CO ENSEMBLE THEATRE CO OF SANTA BARBARA
IRS990/BooksInCareOfDetail/PhoneNum08059662440
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2307
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093120
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt052290
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0423266
IRS990/CYOtherExpensesAmt045739
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0429817
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt045739
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0475556
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ETC FOUNDATION WAS INCORPORATED IN JULY 2016. THE GOAL OF THE FOUNDATION IS TO RAISE MONEY TO PROVIDE A CONSISTENT AND SUBSTANTIAL SOURCE OF FUNDING FOR THE ENSEMBLE THEATRE COMPANY. THE THEATRE IS A 501(C)(3) NONPROFIT ORGANIZATION WITH THE PURPOSE OF ENGAGING AUDIENCES WITH ENTERTAINING, COMPELLING AND THOUGHT-PROVOKING THEATRICAL PRODUCTIONS. FOUNDED IN 1979, THE THEATRE IS SANTA BARBARA'S LARGEST AND LONGEST-RUNNING THEATER COMPANY. IT IS ALSO SANTA BARBARA'S ONLY PROFESSIONAL RESIDENT THEATER COMPANY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04184321
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05830109
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt045741
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02000
IRS990/FeesForServicesAccountingGrp/TotalAmt02000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt043659
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt043659
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0SIMON WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm1GEORGE THARAKAN
IRS990/Form990PartVIISectionAGrp/PersonNm2LISA REICH
IRS990/Form990PartVIISectionAGrp/PersonNm3OWEN PATOTZKA
IRS990/Form990PartVIISectionAGrp/PersonNm4PETER O JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm5PAULA Y BRUICE
IRS990/Form990PartVIISectionAGrp/PersonNm6FRANK MCGINNITY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0388813
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0959863
IRS990/GrossReceiptsAmt01046606
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt034453
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034453
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03555095
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05094063
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0571050
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE ETC FOUNDATION IS TO MANAGE AND GROW AN ENDOWMENT FOR THE BENEFIT OF THE ENSEMBLE THEATRE COMPANY OF SANTA BARBARA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04184321
IRS990/NetAssetsOrFundBalancesEOYAmt05830109
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0388813
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0388813
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01215971
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01012
IRS990/OtherAssetsTotalGrp/EOYAmt01012
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ATTORNEY GENERAL FEE
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt050
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt130
IRS990/OtherExpensesGrp/TotalAmt050
IRS990/OtherExpensesGrp/TotalAmt130
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt02622
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0362512
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0370957
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAULA BRUICE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt021677
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0225223
IRS990/PYOtherExpensesAmt028811
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0218089
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt028811
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0246900
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0429817
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0265702
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0366699
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0953408200
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ENSEMBLE THEATRE COMPANY OF SANTA BARBARA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt045739
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04184321
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt052290
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05830109
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01639237
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03389835
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt021677
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04184321
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0774809
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03530563
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt030286
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03389835
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-39050
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0131964
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt018582
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03097232
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt063725
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03530563
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0388188
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt019071
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02846723
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03097232
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0269580
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02622
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO ENSEMBLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.51700
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, 2021, THE FOLLOWING HAS BEEN DISCLOSED: ENSEMBLE IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AT AUGUST 31, 2021, OR FOR ANY YEAR FOR WHICH THE STATUTE IS OPEN. ENSEMBLE'S FEDERAL TAX RETURNS FROM THE YEAR 2016 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND ITS CALIFORNIA RETURNS FROM THE YEAR 2015 REMAIN SUBJECT TO EXAMINATION BY THE CALIFORNIA FRANCHISE TAX BOARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.48300
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt02622
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/PrimaryActivitiesTxt0THEATER PRODUCTIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12B, II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 2307
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093120
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
IRS990/TotalAssetsBOYAmt04184321
IRS990/TotalAssetsEOYAmt05832731
IRS990/TotalAssetsGrp/BOYAmt04184321
IRS990/TotalAssetsGrp/EOYAmt05832731
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt052290
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045739
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt045739
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt02622
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02622
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04184321
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05830109
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt045741
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt034453
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0388813
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0475556
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04184321
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05832731
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/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULA BRUICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT CHAIR/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08059662440
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ETC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ETCF
ReturnHeader/Filer/EIN0814028230

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,832,731
Liabilities
$2,622
Net assets
$5,830,109
Revenue
$475,556
Expenses
$45,739
Net income
$429,817
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