2022-05-13T18:31:35-05:00 2021-06-30 350921680 CROWE LLP 9600 Brownsboro Road Suite 400 Louisville KY 402413902 990 2020-07-01 351186290 Indiana Repertory Theatre Inc INDI 3176355277 140 W Washington St Indianapolis IN 46204 Suzanne Sweeney Managing Director 2022-05-13 true Suzanne Sweeney 999009999 Kim Scifres P01316095 5023263996 2020 2022-09-23 18:48:47Z Suzanne Sweeney 140 W Washington St Indianapolis IN 46204 11979098 false X www.irtlive .com X 1971 IN The mission of Indiana Repertory Theatre is to produce top-quality, professional theater that engages, entertains, and challenges people in a way that helps build vibrant community. 41 41 195 71 600 0 4620928 3887155 2427893 934579 723686 1692549 172533 64900 7945040 6579183 0 0 0 4743681 2502601 23648 0 401651 2688178 1873688 7455507 4376289 489533 2202894 31205427 37888080 2357628 1922681 28847799 35965399 With the production of plays beginning in 1972, the Indiana Repertory Theatre is Indiana's premier professional theatre, the leading fully professional, resident, not-for-profit theatre in the state. Live Theatre connects us to meaningful issues in our lives and has the power to shape the human experience. (continued in Schedule O) false false 3262835 0 986074 IN A TYPICAL SEASON, THE INDIANA REPERTORY THEATRE'S PRIMARY ARTISTIC ACTIVITIES ARE OUR STAGE PRODUCTIONS, INCLUDING OUR SIX-PLAY SUBSCRIPTION SERIES, OUR PROGRAMMING FOR YOUNG AUDIENCES AND FAMILIES, AND OUR HOLIDAY OFFERING, A MUCH-LOVED ADAPTATION OF CHARLES DICKENS' "A CHRISTMAS CAROL." OUR THREE PERFORMING SPACES, THE PROSCENIUM MAINSTAGE, THE THREE-QUARTER THRUST UPPERSTAGE AND OUR CABARET, OFFER CREATIVE FLEXIBILITY IN SELECTING PLAYS AND PLANNING PRODUCTIONS. WE RESERVE 40 PERCENT OF OUR SEASON PERFORMANCE SCHEDULE FOR STUDENT AUDIENCES, AND OUR CURRICULUM GUIDE GIVES TEACHERS PRACTICAL SUGGESTIONS FOR USING THEATRE AS A CATALYST TO ENHANCE CURRICULA AND DEVELOP STUDENT PROFICIENCY. A POST-SHOW DISCUSSION BETWEEN CAST MEMBERS AND STUDENTS IS OFFERED AFTER EACH STUDENT MATINEE AS WELL AS MANY PUBLIC PERFORMANCES, AND SELECTED PRODUCTIONS ARE ALSO ENHANCED BY IRT-CREATED STUDY GUIDES AND TEACHER PACKETS, WHILE ARTISTS-IN-THE-CLASSROOM SESSIONS ARE DESIGNED TO SUIT SPECIFIC CURRICULUM NEEDS. WE ARE COMMITTED TO ARTISTIC EXCELLENCE; COMMUNITY SERVICE; AND A DIVERSITY OF PROGRAMMING, INCLUDING TELLING PLACE-SPECIFIC STORIES THAT DIRECTLY REFLECT THE LIVES OF OUR COMMUNITY- USING THEATRE ARTS TO EXPLORE HOME. THIS INTRINSIC ORGANIZATIONAL COMMITMENT IS CLEARLY EXPRESSED IN THE FIRST LINE OF OUR MISSION STATEMENT: LIVE THEATRE CONNECTS US TO MEANINGFUL ISSUES IN OUR LIVES AND HAS THE POWER TO SHAPE THE HUMAN EXPERIENCE. OUR 20-21 SEASON WAS ANYTHING BUT TYPICAL, DUE TO THE CONTINUED IMPACT OF THE PANDEMIC, AND AS SUCH, WE WERE NOT ABLE TO PRODUCE LIVE THEATRE OR HAVE AUDIENCES IN OUR SPACES. IN A PREVIOUSLY UNIMAGINABLE PIVOT, WE PRODUCED A 6-PLAY, VIRTUAL SEASON TO KEEP OUR PATRONS CONNECTED TO OUR WORK, AND TO KEEP MANY OF OUR STAFF EMPLOYED. EVEN WITH THIS VIRTUAL LIMITATION, OUR 20-21 SEASON PROVIDED PATRONS WITH WIDE SELECTION OF PROGRAMMING. FROM THE COMIC TO THE SERIOUS, FROM THE CLASSIC TO THE CONTEMPORARY, OUR SEASON OFFERED OUR AUDIENCES RICH AND RESONANT DRAMATIC EXPERIENCES, INCLUDING THE CLASSIC "CYRANO" ALONG WITH THE MORE CONTEMPORARY LOOK AT CURRENT ISSUES WITH "NO.6" AND "MRS. HARRISON" IN OUR INCLUSION SERIES. LONG-TIME FAVORITES "THIS WONDERFUL LIFE," "TUESDAYS WITH MORRIE," AND "THE HOUSE THAT JACK BUILT" ROUNDED OUT OUR VIRTUAL SEASON. AS INDIANA'S PREMIER PROFESSIONAL THEATRE, EACH SEASON THE IRT FULFILLS ITS MANDATE TO SERVE AS THE STATE'S THEATRE ARTS EDUCATION CENTER AND AS A CREATIVE RESOURCE FOR TEACHERS. THE MISSION OF THE INDIANA REPERTORY THEATRE IS TO PRODUCE TOP-QUALITY, PROFESSIONAL THEATRE AND RELATED ACTIVITIES, PROVIDING EXPERIENCES THAT ENGAGE, SURPRISE, CHALLENGE, AND ENTERTAIN PEOPLE THROUGHOUT THEIR LIFETIMES, THEREBY HELPING TO BUILD A VITAL AND VIBRANT COMMUNITY. IN FULFILLING OUR MISSION, WE HAVE CREATED A RICH LEGACY OF MORE THAN 300 CLASSIC AND CONTEMPORARY PRODUCTIONS, RANGING FROM SHAKESPEARE TO SHAW TO AUGUST WILSON; AND, WE ARE THE ONLY PROFESSIONAL PRODUCER OF PRE-20TH CENTURY DRAMATIC LITERATURE IN INDIANA. THE THEATRE ALSO HAS A LONG-STANDING COMMITMENT TO CREATE AND PRESENT NEW WORKS, PRODUCING 33 WORLD PREMIERES (19 THAT WE COMMISSIONED) AND FOUR AMERICAN PREMIERES, INCLUDING THE WORK OF JAMES STILL. STILL AND THE THEATRE ARE TWO-TIME RECIPIENTS OF THE TCG/PEW CHARITABLE TRUSTS NATIONAL THEATRE ARTIST RESIDENCY GRANTS. THE POSITIVE IMPACT OF OUR RICH ARTISTIC HERITAGE AND CREATIVE COMMITMENT HAS BEEN RECOGNIZED BY OUR PEERS AND PRIVATE AND PUBLIC FUNDERS. SINCE 1998, THE IRT HAS RECEIVED OVER 28 GRANTS FROM THE NATIONAL ENDOWMENT FOR THE ARTS TOTALING MORE THAN $640,000, AND GARNERED ACCOLADES FROM NATIONAL REVIEW PANELS FOR OUR ARTISTIC EXCELLENCE, PUBLIC OUTREACH, AND EDUCATIONAL EXPERTISE. IN 2018, THE IRT RECEIVED A REGIONAL EMMY AWARD FOR AUDIO ON THE PRODUCTION OF THE "FINDING HOME: INDIANA AT 200" DVD. 3262835 true true false false false false false false true true false false true true true true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 62 0 true 195 true false false false false false true true false false false false false false false X 41 41 true false false false false false false true true false false true true true true true true false false false IN X Suzanne Sweeney 3179164810 140 WEST WASHINGTON STREET INDIANAPOLIS IN 46204 X Andrew Michie Treasurer 1.0 X X 0 0 0 Mark Shaffer Vice-Chair 1.0 X X 0 0 0 Nadine Givens Chair 1.0 X X 0 0 0 Tammara (Porter) Avant Secretary 1.0 X X 0 0 0 Thomas C Froehle Jr Past Chair 1.0 X X 0 0 0 Alan Mills Board Member 1.0 X 0 0 0 Amy Burke Board Member 1.0 X 0 0 0 Amy Waggoner Board Member 1.0 X 0 0 0 Brenda Horn Board Member 1.0 X 0 0 0 Brian Payne Board Member 1.0 X 0 0 0 Bruce Glor Board Member 1.0 X 0 0 0 Christopher Gramling Board Member 1.0 X 0 0 0 Daniel Emerson Board Member 1.0 X 0 0 0 Detra Mills Board Member 1.0 X 0 0 0 Elisha Modisett Kemp Board Member 1.0 X 0 0 0 Heather Wilson Board Member 1.0 X 0 0 0 Holt Hedrick Board Member 1.0 X 0 0 0 James W Freeman Board Member 1.0 X 0 0 0 Jill Lacy Board Member 1.0 X 0 0 0 Joy KleinMaier Board Member 1.0 X 0 0 0 Julian Harrell Board Member 1.0 X 0 0 0 Keith Bice Board Member 1.0 X 0 0 0 L Alan Whaley Board Member 1.0 X 0 0 0 Lauren Petersen Board Member 1.0 X 0 0 0 Laurie Dippold Board Member 1.0 X 0 0 0 Michael D Moriarty Board Member 1.0 X 0 0 0 Michael Harrington Board Member 1.0 X 0 0 0 Michael N Heaton Board Member 1.0 X 0 0 0 Michael P Dinius Board Member 1.0 X 0 0 0 Michael Simmons Board Member 1.0 X 0 0 0 Myra Selby Board Member 1.0 X 0 0 0 Peter Racher Board Member 1.0 X 0 0 0 Peter Reist Board Member 1.0 X 0 0 0 Rebecca Hutton Board Member 1.0 X 0 0 0 Ricardo Guimaraes Board Member 1.0 X 0 0 0 Ron Gifford Board Member 1.0 X 0 0 0 Sarah Lechleiter Board Member 1.0 X 0 0 0 Shelly Smith Board Member 1.0 X 0 0 0 Sue Smith Board Member 1.0 X 0 0 0 Susan Ringo Board Member 1.0 X 0 0 0 Troy D Farmer Board Member 1.0 X 0 0 0 Janet Allen Artistic Director 40.0 X 166556 0 23191 Suzanne Sweeney Managing Director 40.0 X 146606 0 18717 313162 0 41908 2 false true false 0 140190 1844124 1902841 38241 3887155 Ticket Sales 711110 869751 869751 Other Production Revenue 711110 48000 48000 Box Office Handling Fee 711110 16193 16193 Acting Classes and Education 711110 635 635 0 0 0 0 934579 331855 331855 0 0 0 0 6729304 1134 5369744 1359560 1134 1360694 1360694 42976 140190 30171 12805 12805 0 0 COSTUME/PROP RENTAL 900099 1814 1814 Program Advertising 541800 600 600 49681 49681 0 0 52095 6579183 986074 600 1705354 X 345908 173456 145242 27210 2535 2535 1690548 1278294 177192 235062 50889 45432 3197 2260 250295 191499 38212 20584 162426 119098 24792 18536 6310 6310 72452 12411 54047 5994 89940 89940 469621 394430 63481 11710 82523 82523 95632 73356 7838 14438 31433 31433 469720 397822 42379 29519 352606 309565 19865 23176 47336 29218 15692 2426 Production Materials 83790 83790 Dues & Subscriptions 28054 9063 17941 1050 Hospitality 26797 20382 2734 3681 Training 2951 2494 573 -116 14523 6034 2368 6121 4376289 3262835 711803 401651 2950 2950 2248828 3684671 3895982 2841498 32427 433462 0 0 0 0 18162 15122 142251 66080 13229580 11287834 2212173 1941746 16504247 20869589 0 0 6148407 8032962 31205427 37888080 219935 170525 1296793 928366 0 0 840900 823790 2357628 1922681 X 2558704 4572698 26289095 31392701 28847799 35965399 31205427 37888080 X 2202894 2765101 2149605 X false true X true false X 5655286 4641720 3852155 4620928 3887155 22657244 0 89935 92184 94489 96850 99272 472730 5745221 4733904 3946644 4717778 3986427 23129974 5906980 17222994 230403 284831 514247 384001 331855 1745337 0 0 0 0 0 0 96220 89181 93291 86333 43576 408601 25283912 13680162 0.6812 0.5295 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - PROGRAM ADVERTISING, COLUMN A - 25360.0, COLUMN B - 31075.0, COLUMN C - 40010.0, COLUMN D - 38715.0, COLUMN E - 600.0, COLUMN F - 135760.0; DESCRIPTION - FUNDRAISING, COLUMN A - 70860.0, COLUMN B - 58106.0, COLUMN C - 53281.0, COLUMN D - 47618.0, COLUMN E - 42976.0, COLUMN F - 272841.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20533869 -1982 6514320 0 728324 141472 26176411 20760387 100000 533270 0 759110 100678 20533869 18873209 1625109 1079483 0 716899 100515 20760387 17409889 733853 1406932 0 581585 95880 18873209 16218008 64151 1707357 0 493528 86099 17409889 0.0 0.92 0.08 true false 8859468 7855260 1004208 4370112 3432574 937538 1941746 Beneficial Interest in Assets Held by Others 8032962 8032962 Grant Advance Liability 823790 823790 X 11438034 2765101 3914 2179776 4948791 6489243 89940 0 89940 6579183 4320434 3914 30171 34085 4286349 89940 0 89940 4376289 Schedule D, Part V, Line 4 Intended uses of endowment funds The purpose of the Endowment Fund is to facilitate donors' desires to make substantial long-term gifts to the Theatre which develop a new and significant source of revenue for the Theatre. The funds will provide secure, long-term sustainability of the Indiana Repertory Theatre (IRT). Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Theatre is generally exempt from income taxes on income from related activities under Section 501(c) (3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. Additionally, the Theatre has been determined not to be a private foundation under Section 509(a) of the Internal Revenue Code. A tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit will be recorded. The Theatre does not expect the total amount of unrecorded tax benefits to significantly change in the next 12 months. The Theatre recognizes interest and/or penalties related to income tax matters in income tax expense. The Theatre did not have any amounts accrued for interest and penalties at June 30, 2021 or 2020. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Gain from Assets held as a Beneficial Interest - 2149605 Special Event Expense - 30171 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Special Event Expense - 30171 Celebrity Radio Show 183166 140190 42976 0 2125 28046 0 0 183166 140190 42976 0 2125 28046 30171 12805 X true true X X false false false false false false false false false Janet Allen Artistic Director 165158 0 0 0 1398 0 1813 0 21378 0 189747 0 0 0 Suzanne Sweeney Managing Director 145695 0 0 0 911 0 1605 0 17112 0 165323 0 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees The IRT provides as a benefit to all full-time employees an allowance of up to $10 monthly towards a YMCA membership. The Artistic Director and Managing Director both participate in this program. This benefit is not currently considered taxable to the recipients. X 10 38241 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of contributions Form 990, Part III, Line 1 ORGANIZATION'S MISSION (CONTINUED FROM PART III) The mission of the IRT is to produce top-quality, professional theatre and related activities, providing experiences that engage, surprise, challenge, and entertain people throughout their lifetimes, thereby helping to build a vital and vibrant community. Form 990, Part III, Line 3 SIGNIFICANT CHANGES IN PROGRAM SERVICES As a result of mandates restricting public gatherings due to the COVID-19 pandemic, public performances were cancelled as of 3/16/20. During the 2020-2021 season, the theatre produced and video taped six plays which were live streamed to subscription and ticket holders. Form 990, Part VI, Line 15a PROCESS USED TO ESTABLISH COMPENSATION FOR TOP MANAGEMENT OFFICIAL The Artistic Director and the Managing Director share the responsibility for the management of the company. Both positions report to and are supervised by the Board of Directors. The Board of Directors has authorized the creation of a governance committee of the board that has responsibility for: 1) setting the annual performance objectives of both the artistic director and managing director, 2) evaluating their performances against those objectives and 3) recommending to the Board of Directors any changes to their annual compensation. In formulating its recommendation to the Board of Directors, the governance committee has access to and periodically refers to salary survey data obtained from comparable theaters across the country from Theatre Communications Group, as well as salary surveys of local not-for-profit organizations. The governance committee evaluates this data in combination with the performance of the artistic director/managing director and the financial condition of the company. This process was last undertaken during June 2017. Because this process was not undertaken during the fiscal year ended June 30, 2021, this question has been answered "no" in accordance with the instructions to Form 990. Form 990, Part VI, Line 15b PROCESS USED TO ESTABLISH COMPENSATION FOR OTHER OFFICERS The Artistic Director and Managing Director are the only individuals compensated by the organization who are considered to be officers; therefore, this question has been answered "no." Note that the Managing Director shares responsibility of top management official with the Artistic Director, in addition to serving in the capacity of top financial official. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee of the Board of Directors consists of the following individuals: Chair of the Board of Directors Vice-Chair of the Board of Directors Secretary of the Board of Directors Treasurer of the Board of Directors Past Chair of the Board of Directors Chair of the audit committee Chair of the investment committee During intervals between meetings of the Board of Directors, the Executive committee shall have and exercise all of the authority of the Board of Directors in the management of the Corporation, except where prohibited by law. The Executive Committee shall document the minutes of its proceedings to be held and filed with the minutes of the proceedings of the Board of Directors. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Rebecca Hutton, Michael Moriarty - Business relationship, Rebecca Hutton-Jill Lacy - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body The form 990 is reviewed in detail by the management of the organization. A copy of the full form 990 was provided to every member of the governing body for comments or questions before it was filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy A conflict of interest questionnaire is completed by each Board member and by members of management annually. The Board Governance committee reviews the questionnaires. Any conflicts are handled by the Board Chair, and any Board member with a potential or actual conflict of interest would abstain from voting on any issues surrounding that conflict. Form 990, Part VI, Line 19 Required documents available to the public The organization's governing documents, conflict of interest policy, and financial statements are available upon request. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Miscellaneous - Total Revenue: 49681, Related or Exempt Function Revenue: 49681, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Contracted Services - Total Expense: 197006, Program Service Expense: 169547, Management and General Expenses: 26884, Fundraising Expenses: 575; Fees - Total Expense: 272615, Program Service Expense: 224883, Management and General Expenses: 36597, Fundraising Expenses: 11135; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Beneficial Interest held by others - 2149605;