2021-07-13T19:30:54-05:00 2020-08-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2019-09-01 363145476 Auditorium Theatre of Roosevelt University Inc AUDI 3123412310 50 East Ida B Wells Dr Chicago IL 60605 Richard B Regan CEO 2021-07-13 true Nicole Bencik P00756195 3128997000 2019 2022-09-23 18:48:47Z Richard B Regan 50 East Ida B Wells Dr Chicago IL 60605 15574539 false X www.auditoriumtheatre.org X 1981 IL The Auditorium Theatre of Roosevelt University, an Illinois not-for-profit corporation, is committed to presenting the finest in international, cultural, community and educational programming to Chicago and to the continued restoration and preservation of the National Historic Landmark Auditorium Theatre. 19 16 436 300 0 0 1907210 2386464 16623016 10114931 42577 77004 668174 522043 19240977 13100442 0 0 0 0 6388345 5855153 0 0 447796 12943837 8011498 19332182 13866651 -91205 -766209 5672112 5534186 3293310 3894124 2378802 1640062 The Auditorium Theatre of Roosevelt University, an Illinois not-for-profit corporation, is committed to presenting the finest in international, cultural, community and educational programming to Chicago and to the continued restoration and preservation of the National Historic Landmark Auditorium Theatre. false false 12558955 0 10164299 The Auditorium Building is a National Historic Landmark, a contributing property to the Historic Michigan Boulevard District, and a designated Chicago Landmark. Of all Chicago's iconic structures, none more accurately embodies the spirit of the city and soul of its people than the live performance venue that has stood within this building since 1889 - the Auditorium Theatre. Today, the Auditorium Theatre of Roosevelt University, Inc. is an Illinois not-for-profit that continues the venue's legacy as the Theatre for the People by restoring and operating the 3,900-seat theatre and historic site as a lively entertainment and tourist destination. Through wide-ranging venue partnerships, annual performance seasons, and innovative community opportunities, more than 250 performances and events each year bring together over a quarter of a million people to the Loop neighborhood of Chicago to enjoy some of the best music, dance, and ideas that the world has to offer. We work with partners to host high-profile acts as varied as David Sedaris, Neil Young, Kanye West, A.R. Rahman, "Jersey Boys," String Cheese Incident, Mavis Staples, and Sarah Brightman. We are home to other non-profits that require a large venue with exceptional patron services to help fulfill their missions. The International Dance Series, the American Music Series, the "Made in Chicago" Dance Series, and the National Geographic Live series of the annual Auditorium Theatre Season feature the world's most prestigious ballet productions; a diverse range of national and Chicago-based musicians working in genres that include classical, oratorio, cabaret, rock, jazz, gospel, and blues; local dance artists working across Spanish, Irish, and American dance traditions; and explorers and scientists who have dedicated their professional lives to understanding our natural world. The variety of special ticket offers available to community groups, students, and young professionals throughout the season help ensure that Auditorium patrons represent every living generation, every income level, and every level of education. They reside in every standard Chicago zip code, in more than 450 other zip codes across Illinois, and in every US state. Pre-show Fireside Chats, post-show Q+As, Young Professionals Nights, Dance Master Classes, and similar events bring patrons together to connect with each other and with the artists and ideas of our seasons. In a typical year, the Auditorium Creative Engagement Department engages 21,000 people in content-rich opportunities that are customized in collaborative partnerships with more than 110 civic organizations. Auditorium staff work year-round to provide in-person on-site arts education, trainings, and mentorship services at the theatre and at 52 school sites, neighborhood venues, and correctional facilities in 29 zip codes across Chicago and beyond. Signature programs include the Student Matinee Series, ArtsXChange mentorship year for teachers, "Too Hot" Education Outreach and Prison Initiative, ADMIT ONE ticketing program for community groups, and Hearts to Art performing arts youth bereavement camp for young people who have lost a parent to death. We offer each opportunity at little or no cost so that people of all ages, incomes, and backgrounds who may not otherwise have the chance can join us for season performances. At the center of our mission is the commitment to restoring the National Historic Landmark Auditorium Theatre and preserving its 131-year legacy of uniting and connecting Chicagoans through the performing arts. Most recently, the Illinois State Senate declared December 9, 2019 "Auditorium Theatre Day" in honor of the 130th anniversary of the site's original opening and its continued service as a cultural resource for all of Chicago. We celebrated the Auditorium Theatre's 130 anniversary on December 9, 2019 with free daytime Historic Theatre Tours and the free evening Open House birthday party. Auditorium Historic Theatre Tours began in 1998. During a typical year, trained docents lead more than 1,600 visitors on 45-minute public tours scheduled 200 times each year, with an additional 30 private tours given on request to large groups. Visitors walk through many primary spaces while hearing stories of the theatre's artistic history, its architecture and ornamentation, and recent restoration and preservation projects. The COVID-19 pandemic required the Auditorium to temporarily close its doors to public performances in March 2020. Even so, we quickly pivoted, sharing joy and artistic excellence through virtual watch parties that featured interviews, paid artist performances, and behind-the-scenes footage. We remained active on all our social media accounts - collecting and sharing favorite Auditorium memories from throughout our communities. Education and community programs adapted in various ways so that our teaching artists could continue to be a resource for people who rely on them to participate in the performing arts. Every collaboration we sustain is essential to the Auditorium Theatre's unique role in amplifying Chicago as a diverse and dynamic international capital for arts and culture. We are proud to be "A jewel of the city that anyone can wear." (Chicago Tribune) 12558955 true true false true false false false false true true false false false true true true true 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 true false false false true 73 0 true 436 true false false false false false true true false false false false false false X 19 16 true false true false true true true true true false false true true true true true true false false false IL X Rachel Freund 3123412389 50 East Ida B Wells Dr Chicago IL 60605 Ann O Nash Board Chair 10.0 X X 0 0 0 Bruce Crown Treasurer 2.0 1.0 X X 0 0 0 Thomas R Baryl Vice Chair and Secretary 2.0 X X 0 0 0 Ali R Malekzadeh Director 1.0 38.0 X 0 633852 76047 Andrew Harris Director 1.0 38.0 X 0 278176 18392 Charles R Gardner Director Emeritus 2.0 1.0 X 0 0 0 David D Hiller Director Emeritus 1.0 1.0 X 0 0 0 Edward S Weil Jr Life Director- Partial Year 1.0 X 0 0 0 Gerry Barad Director 1.0 X 0 0 0 Helen Melchior Director 1.0 X 0 0 0 Joan Colmar Director 1.0 X 0 0 0 John Kaufman Director 1.0 X 0 0 0 Kevin Hoecker Director 1.0 X 0 0 0 Mariaelena Morales Director 1.0 X 0 0 0 Matt McNicholas Director 1.0 X 0 0 0 Melvin L Katten Director 1.0 1.0 X 0 0 0 Patti Eylar Director 1.0 X 0 0 0 Robert L Wieseneck Director- Partial Year 1.0 1.0 X 0 0 0 Roderick K Hawkins Director 1.0 X 0 0 0 Rudy Marcozzi Director 1.0 38.0 X 0 183885 35929 Seymour Taxman Director Emeritus 1.0 X 0 0 0 Sondra Epstein Director Emeritus- partial year 1.0 X 0 0 0 Tania Castroverde Moskalenko Director- partial year, Former CEO 1.0 X 0 0 0 Richard Regan Chief Executive Officer starting 10/1/2019 38.0 X 78000 0 5881 Nickolas Tigue Chief Operating Officer 38.0 X 175366 0 38921 Rachel Freund Chief Financial Officer/Interim CEO through 10/1/2019 38.0 X 183803 0 12473 Charles J Dillon Chief Programming Officer 38.0 X 139186 0 29511 Colleen Flanigan Chief Marketing Officer 38.0 X 113254 0 20981 Judie Moore Green Chief Development Officer 38.0 X 141933 0 23525 Timothy Steimle HEAD CARPENTER 38.0 X 108315 0 35608 William larcz HEAD FLYMAN 38.0 X 102958 0 35016 1042815 1095913 332284 10 false true false ALLIED GLOBAL MARKETING LLP 55 CAMBRIDGE PKWY CAMBRIDGE MA 02142 MARKETING SERVICES 268726 MOGO MARKETING MEDIA 21 Tamal Vista Blvd Cort Madera CA 94925 MARKETING SERVICES 156809 2 0 0 50151 0 1297500 1038813 46080 2386464 PRESENTATIONS 711110 8249066 8249066 0 0 FACILITY AND TICKET FEES 711110 739715 739715 0 0 USAGE FEES 711110 826150 826150 0 0 CONTRACTUAL AGREEMENTS 711110 300000 300000 0 0 0 0 0 0 0 0 0 0 10114931 108870 0 0 108870 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1962826 46080 1994907 45865 -32081 215 -31866 0 0 -31866 60725 50151 108740 -48015 -48015 3395 250 3145 3145 841880 324335 517545 517545 Production Shared Revenue and Origination Fees 900099 40140 40140 Tour income 900099 8356 8356 Miscellaneous 900099 872 872 0 0 0 0 49368 13100442 10164299 0 549679 0 0 0 0 0 0 0 0 494445 298169 196276 0 0 0 0 0 3697776 3147846 249786 300144 117528 81413 15116 20999 1248024 1202075 21970 23979 297380 246296 30262 20822 0 0 0 0 440 0 440 0 39357 0 39357 0 26038 0 26038 0 0 0 6469 0 6469 0 1019246 995364 6682 17200 637709 608578 0 29131 30667 6597 15812 8258 68570 45701 6253 16616 18262 18262 0 0 258006 258006 0 0 86113 74808 5752 5553 0 0 0 0 6450 4751 1260 439 0 0 0 0 0 0 0 0 139954 0 139954 0 166600 128673 37927 0 PRODUCTION REIMBURSEMENT 4823424 4823424 THEATRE AND EDUCATION OPERATIONS 386551 386551 REPAIRS AND MAINTENANCE 185860 185860 DUES/PERMITS/OTHER 111782 46581 60546 4655 0 0 0 0 13866651 12558955 859900 447796 613549 1059154 110427 149332 543510 441092 76559 879475 0 0 0 0 0 0 50073 75563 514338 281040 1499613 449300 1122151 1050313 2591652 1589320 0 0 0 0 49853 8897 5672112 5534186 317731 629285 0 0 1384365 2390736 0 0 0 0 0 0 0 0 0 0 1591214 874103 3293310 3894124 X 1308842 752516 1069960 887546 2378802 1640062 5672112 5534186 -766209 27469 0 0 0 0 X false true X true false X 1193324 1105758 1896980 1907210 2386464 8489736 0 0 0 0 0 0 0 0 0 0 0 0 1193324 1105758 1896980 1907210 2386464 8489736 1692430 6797306 136785 85114 102722 100551 108870 534042 0 0 0 0 0 0 758982 880095 1289425 1337439 955368 5221309 14245087 69103108 0.4772 0.4899 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - GROSS RECEIPTS FROM FUNDRAISING EVENTS, COLUMN A - 97677.0, COLUMN B - 109137.0, COLUMN C - 171429.0, COLUMN D - 148613.0, COLUMN E - 64120.0, COLUMN F - 590976.0; DESCRIPTION - OTHER INCOME, COLUMN A - 19583.0, COLUMN B - 16337.0, COLUMN C - 23151.0, COLUMN D - 19668.0, COLUMN E - 49368.0, COLUMN F - 128107.0; DESCRIPTION - GROSS SALES OF INVENTORY, COLUMN A - 641722.0, COLUMN B - 754621.0, COLUMN C - 1094845.0, COLUMN D - 1169158.0, COLUMN E - 841880.0, COLUMN F - 4502226.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 1038 false true 25000 26038 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Line 1a - One volunteer made phone calls to various legislators to advocate for the Theatre. Line 1g - The CEO advocated for the Theatre by having lunch with, writing letters, and conducting phone calls with various legislators. Line 1i - ATRU chose to retain a lobbyist in order to strategize and advocate on behalf of ATRU before the Illinois General Assembly. 295178 0 18691 0 15393 801 297675 305342 0 5314 0 14663 815 295178 296470 0 19160 0 9445 843 305342 270221 0 31463 0 4504 710 296470 0 250000 20744 0 0 523 270221 0.0 0.84 0.16 false false 916590 136198 780392 583023 313102 269921 1050313 Due to Roosevelt University 874103 874103 X 13224303 27469 102861 0 0 130330 13093973 6469 0 6469 13100442 13963043 102861 0 102861 13860182 6469 0 6469 13866651 Schedule D, Part V, Line 4 Intended uses of endowment funds The endowment was established to support the Educational program "Hearts to Art" (formerly "Hands Together, Heart to Art") summer camp. Under the guidance of the Finance Committee, the spending policy was established to use a portion of the earnings, and keep the gift itself intact for perpetuity. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote ATRU has received a determination letter from the Internal Revenue Service indicating that ATRU is recognized as a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code and, except for taxes pertaining to unrelated business income, is exempt from federal and state income taxes. ATRU had no unrelated business income for the years ended August 31, 2020 and 2019. ATRU follows guidance issued by the Financial Accounting Standards Board (FASB) with respect to accounting for uncertainty in income taxes. 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 is recorded. ATRU recognizes interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. There are no on-going federal, state or local tax audits. ATRU has no amounts accrued for interest or penalties as of August 2020 and 2019. Due to its tax-exempt status, ATRU is not subject to U.S. federal income tax or state income tax. ATRU does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. Fall Gala 97631 41869 55762 0 0 5446 45800 20764 29997 Trivia Night 13245 8282 4963 0 0 1000 4448 0 1285 0 0 0 0 0 0 0 0 0 0 110876 50151 60725 0 0 6446 50248 20764 31282 108740 -48015 false true false false false false false false false Ali R Malekzadeh Director 0 453170 0 53400 0 127282 0 67400 0 8647 0 709899 0 76875 Andrew Harris Director 0 270600 0 7300 0 276 0 7600 0 10792 0 296568 0 0 Rudy Marcozzi Director 0 180243 0 2850 0 792 0 15200 0 20729 0 219814 0 0 Nickolas Tigue Chief Operating Officer 175246 0 0 0 120 0 14229 0 24692 0 214287 0 0 0 Rachel Freund Chief Financial Officer/Interim CEO through 10/1/2019 183719 0 0 0 84 0 10800 0 1673 0 196276 0 0 0 Charles J Dillon Chief Programming Officer 139078 0 0 0 108 0 11312 0 18199 0 168697 0 0 0 Judie Moore Green Chief Development Officer 140561 0 0 0 1372 0 11312 0 12213 0 165458 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The Executive Compensation Committee (The "Committee") of the Board of Trustees of Roosevelt University, a related organization and sole corporate member, reviews and approves the cash and non-cash compensation policies and programs and major changes in the organization's benefit plan that are applicable to the Chief Executive Officer of the Auditorium Theatre. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Board member and President of Roosevelt University, a related organization, has deferred compensation arrangements per his contract. $45,000 was deferred this tax year. $76,875 was distributed this tax year. X 3 46080 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - THERE WERE 3 DIFFERENT DONORS WHO GAVE STOCK GIFTS OF VARYING NUMBER OF SHARES PER GIFT. Form 990, Part VI, Line 15a PROCESS OF DETERMINING COMPENSATION THE EXECUTIVE COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE BOARD OF TRUSTEES OF ROOSEVELT UNIVERSITY, A RELATED ORGANIZATION AND SOLE CORPORATE MEMBER, SHALL REVIEW AND APPROVE THE CASH AND NON-CASH COMPENSATION POLICIES AND PROGRAMS AND MAJOR CHANGES IN THE ORGANIZATION'S BENEFIT PLAN THAT ARE APPLICABLE TO THE CHIEF EXECUTIVE OFFICER OF THE AUDITORIUM THEATRE. THE PROCESS WITH RESPECT TO THE CHIEF EXECUTIVE OFFICER (CEO) IS AS FOLLOWS: 1.THE COMMITTEE REVIEWS COMPENSATION DATA FROM COMPARABLE PEER ORGANIZATIONS; 2. THE PRESIDENT OF ROOSEVELT REVIEWS AND APPROVES THE ANNUAL WRITTEN PERFORMANCE GOALS OF THE CEO; 3. THE COMMITTEE REVIEWS AND APPROVES THE PRESIDENT'S DECISIONS TO ADJUST COMPENSATION FOR THE CEO AFTER THE COMPLETION OF THE ANNUAL REVIEW OF THE CEO. THE ORGANIZATION HAS A WRITTEN EMPLOYMENT CONTRACT WITH THE CEO; 4. THE COMMITTEE DOCUMENTS THE RESULTS OF THEIR REVIEW AND APPROVAL. Form 990, Part VI, Line 15b PROCESS FOR DETERMINING COMPENSATION THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OTHER THAN THE CHIEF EXECUTIVE OFFICER ; THE CEO HIRES ALL KEY EMPLOYEES/EXECUTIVE LEADERSHIP AND COMPENSATION IS DETERMINED WITHIN THE PARAMETERS OF THE BOARD APPROVED BUDGET. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee is created pursuant to Article VII of the Bylaws. The Executive Committee shall have full power to approve leases, contracts and other instruments relating to the use of the real estate of the Corporation and to authorize and direct the officers of the Corporation to execute and deliver such leases, contracts, and other instruments so approved by the Executive Committee; provided, however, that the Executive Committee shall not have the power to mortgage, buy, sell, or convey real estate on behalf of the Corporation. Actions taken by the Executive Committee, acting as the interim Board, shall in all circumstances be subject to review, modification or reversal by the Board, except to the extent such action is by its nature irrevocable and was taken in reliance upon a direction or a resolution of the Executive Committee prior to a review by the full Board of Directors. The Executive Committee shall be constituted as follows: The Chair, the immediate past Chair, the Chief Executive Officer, the Secretary, the Treasurer, three at large members serving for a single three year staggered term (one to be selected each year at the Annual meeting), the Chairs of the standing committees, and the Vice Chairs. If a vacancy occurs during the term of an at large member, the Chair will appoint an individual to serve out the remainder of the term. Such appointees are eligible for election to a full three year term thereafter. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons C GARDNER, M KATTEN, R WIESENECK - Business relationship, A HARRIS, A MALEKZADEH, R MARCOZZI - Business relationship, C GARDNER, P EYLAR - Family relationship Form 990, Part VI, Line 4 Significant changes to organizational documents ATRU Bylaws changes include the addition of ARTICLE IV, SECTION 11, Life Directors. Life Directorship is awarded in recognition of the director's extraordinary service. Candidates for Life Directorship are directors who retire from active membership of the Board after having served with distinction and having made significant contributions with lasting impact. They are elected by the Board upon recommendation of the Governance Committee. Life Directors are invited to attend all meetings. They may serve on committees, as well as participate in Board discussions at their discretion. They shall be entitled to vote but they shall not count towards a quorum. The term is for the lifetime of the director. Form 990, Part VI, Line 6 Classes of members or stockholders Roosevelt University shall be the sole member of the Corporation. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Roosevelt University shall be the sole member of the Corporation. The member may at any time: 1. remove or replace members of the Board of Directors with or without cause; 2. appoint, evaluate or remove the Chief Executive Officer; 3. expand or contract the size of the Board of Directors; or 4. amend the bylaws. Any action taken by the member shall be immediately effective. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Roosevelt University shall be the sole member of the Corporation. The member may at any time: 1. remove or replace members of the Board of Directors with or without cause; 2. appoint, evaluate or remove the Chief Executive Officer; 3. expand or contract the size of the Board of Directors; or 4. amend the bylaws. Any action taken by the member shall be immediately effective. Form 990, Part VI, Line 11b Review of form 990 by governing body The Finance Committee reviews the prepared Form 990 in detail and makes their recommendations to the full board. Prior to filing the Form 990 with the IRS, the Full Board receives a copy of the 990 for their review. Form 990, Part VI, Line 12c Conflict of interest policy All officers, directors, trustees, and key employees are covered under the conflict of interest policy. Annually, all members are required to complete a conflict of interest questionnaire and disclose potential or actual conflicts that may exist. The organization's CFO monitors and reviews the completed conflict of interest questionnaires to determine if a potential or actual conflict of interest exists with the organization. If it is determined that a conflict of interest exists, the organization's CFO brings that conflict of interest to the attention of the Chair of the Board for further consideration. If a conflict of interest exists, that member is excused from discussion or voting on issues relating to said conflict. Form 990, Part VI, Line 19 Required documents available to the public The Financial statements, governing documents, and conflict of interest policy are available to the public for review upon request. ROOSEVELT UNIVERSITY 430 SOUTH MICHIGAN AVENUE CHICAGO IL 60605 362167854 EDUCATION IL 501(c)(3) 2 NA false false false false false false false false false false false true false false false false true true false false