2020-05-12T20:30:07-05:00 2019-06-30 350921680 CROWE LLP 9600 Brownsboro Road Suite 400 Louisville KY 402411122 990 2018-07-01 351186290 Indiana Repertory Theatre Inc INDI 3176355277 140 W Washington St Indianapolis IN 46204 Suzanne Sweeney Managing Director 2020-05-12 true Kim Scifres P01316095 5023263996 2018 2021-01-29 14:40:06Z Suzanne Sweeney 140 W Washington St Indianapolis IN 46204 11955760 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. 45 45 301 273 40010 0 4641720 3852155 3327983 3196434 1670877 605578 213989 223427 9854569 7877594 0 0 0 0 4556467 4742394 0 38500 759029 3107390 2999935 7663857 7780829 2190712 96765 28903257 29776464 1148662 1323840 27754595 28452624 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 6023338 3344065 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. (CONTINUED IN SCHEDULE O) 6023338 true true false false false false false false true true false false true false true true false false false false false false true true false false false false true false false false false false true false true true false false false false false false false false true 100 0 true 301 true true true false false false false true true true false false false false false X 45 45 true false false false false false false true true false false true true true true true true false false false IN X X Greg Perkins 3179164810 140 WEST WASHINGTON STREET INDIANAPOLIS IN 46204 Thomas C Froehle Jr Chair 1.0 X X 0 0 0 Nadine Givens Vice-Chair 1.0 X X 0 0 0 Jill Lacy Secretary 1.0 X X 0 0 0 Mark Shaffer Treasurer 1.0 X X 0 0 0 James W Freeman Board Member 1.0 X 0 0 0 Gerald Berg Board Member 1.0 X 0 0 0 Ron Gifford Board Member 1.0 X 0 0 0 Brenda Horn Board Member 1.0 X 0 0 0 Lawren K Mills Board Member 1.0 X 0 0 0 Brian Payne Board Member 1.0 X 0 0 0 Wayne Schmidt Board Member 1.0 X 0 0 0 Jennifer Vigran Board Member 1.0 X 0 0 0 Gary Denney Board Member 1.0 X 0 0 0 Ann Colussi Dee Board Member 1.0 X 0 0 0 Peter Reist Board Member 1.0 X 0 0 0 Sharon R Barner Board Member 1.0 X 0 0 0 Michael P Dinius Board Member 1.0 X 0 0 0 Michel N Heaton Board Member 1.0 X 0 0 0 Sarah Lechleiter Board Member 1.0 X 0 0 0 Tammara (Porter) Avant Board Member 1.0 X 0 0 0 Susan Ringo Board Member 1.0 X 0 0 0 Don Robinson-Gay Board Member - Partial Year 1.0 X 0 0 0 Amy Waggoner Board Member 1.0 X 0 0 0 L Alan Whaley Board Member 1.0 X 0 0 0 Richard D Feldman Board Member 1.0 X 0 0 0 Tim Oliver Board Member 1.0 X 0 0 0 David Whitman Board Member 1.0 X 0 0 0 Rebecca Hutton Board Member 1.0 X 0 0 0 Amy Burke Board Member 1.0 X 0 0 0 Michael Simmons Board Member 1.0 X 0 0 0 Heather Wilson Board Member 1.0 X 0 0 0 Mary Beth Claus Board Member - Partial Year 1.0 X 0 0 0 Holt Hedrick Board Member 1.0 X 0 0 0 Andrew Michie Board Member 1.0 X 0 0 0 Keith Bice Board Member 1.0 X 0 0 0 Ricardo Guimaraes Board Member 1.0 X 0 0 0 Troy D Farmer Board Member 1.0 X 0 0 0 Michael D Moriarty Board Member 1.0 X 0 0 0 Laurie Dippold Board Member 1.0 X 0 0 0 Daniel C Emerson Board Member 1.0 X 0 0 0 Alan Mills Board Member 1.0 X 0 0 0 Detra Mills Board Member 1.0 X 0 0 0 Peter Racher Board Member 1.0 X 0 0 0 Myra Selby Board Member 1.0 X 0 0 0 Michael Semler Board Member 1.0 X 0 0 0 Sue Smith Board Member 1.0 X 0 0 0 Michael Harrington Past Chair 1.0 X 0 0 0 Janet Allen Artistic Director 40.0 X 158567 0 19713 Suzanne Sweeney Managing Director 40.0 X 138519 0 15786 297086 0 35499 2 false true false 0 X 179392 266780 3405983 189886 3852155 Ticket Sales 711110 2936832 2936832 Other Production Revenue 711110 111662 111662 Acting Classes and Education 711110 39089 39089 Box Office Handling Fee 711110 108851 108851 0 0 0 0 3196434 482221 482221 32026 12734 19292 0 19292 19292 4146497 4023140 123357 0 123357 123357 53281 179392 36787 16494 16494 10810 5505 5305 5305 Concessions Revenue 900099 123906 123906 Program Advertising 541800 40010 40010 COSTUME/PROP RENTAL 900099 1313 1313 17107 17107 0 0 182336 7877594 3344065 40010 641364 0 0 0 0 0 0 0 0 347341 138232 98986 110123 16792 16792 3484762 2822292 349325 313145 200846 193423 4456 2967 416286 282070 97666 36550 276367 217333 35382 23652 2430 2430 45415 4383 33998 7034 38500 38500 82183 82183 600836 530667 37921 32248 236531 230842 5689 299789 243103 14922 41764 23852 23852 180655 180655 587400 461770 100267 25363 379383 324167 39186 16030 108437 76425 22592 9420 Production Materials 197486 197486 Dues & Subscriptions 34815 10697 19780 4338 Hospitality 130534 42913 7975 79646 Training 32591 22227 7929 2435 57598 27861 19612 10125 7780829 6023338 998462 759029 2450 2950 2724035 2118592 4290098 3014959 19226 16329 0 0 0 0 11089 16811 186455 142789 12219436 10580525 1661945 1638911 13966791 16391910 0 0 0 6041168 6433213 28903257 29776464 170724 372277 0 977938 951563 0 0 0 0 0 0 0 1148662 1323840 X 2126739 2278688 9792337 8713308 15835519 17460628 0 0 0 27754595 28452624 28903257 29776464 X 96765 415568 185696 X false true X true false X 2267969 10017312 5655286 4641720 3852155 26434442 0 0 0 0 0 0 0 0 0 0 2267969 10017312 5655286 4641720 3852155 26434442 12250072 14184370 103542 168489 230403 284831 514247 1301512 0 0 0 0 0 0 241767 275398 275071 260105 246427 1298768 29034722 15524965 0.4885 0.5023 X Schedule A, Part I, Line 10 Other Income Total from Part VIII Statement of Revenue (col a) lines 8a, 10a, and 11e equaling $246,427. Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 241767.0, COLUMN B - 275398.0, COLUMN C - 275071.0, COLUMN D - 260105.0, COLUMN E - 246427.0, COLUMN F - 1298768.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18873209 1625109 1079483 0 716899 100515 20760387 17409889 733853 1406932 0 581585 95880 18873209 16218008 64151 1707357 0 493528 86099 17409889 11507226 5502000 -243975 0 506375 40868 16218008 11865000 1000 222413 0 542334 38853 11507226 0.0 0.841 0.159 true false 8067860 7525580 542280 3885790 3054945 830845 265786 265786 1638911 Beneficial Interest in Assets Held by Others 6433213 6433213 0 X 8566032 415568 114331 240722 770621 7795411 82183 0 82183 7877594 7868003 114331 55026 169357 7698646 82183 0 82183 7780829 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 organization's financial statements included the following footnote regarding ASC 740; however, the organization's financial statements were issued on November 19, 2019, prior to the repeal of IRC Section 512(a)(7). Therefore, the Theatre did not recognize in this tax filing $9,121 of UBIT for the year ending June 30, 2019 for parking benefits provided to its employees as is noted in the this footnote. The Theatre will recognize the retroactive credit in its financial activity for the year ending June 30, 2020. 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. Under recent tax law revisions, the Theatre has recognized Unrelated Business Income Tax (UBIT) for parking benefits provided to its employees resulting in $9,121 of UBIT for the year ending June 30, 2019. There was no UBIT for the year ending June 30, 2018. 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, 2019 or 2018. 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 - 185696 Cost of goods sold - Gift Shop - 5505 Rental Expense - 12734 Special Event Expense - 36787 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Rental Expense - 12734 Special Event Expense - 36787 Cost of Goods Sold - Gift Shop - 5505 X X X X X X X true Steven Stolen 3248 N Washington Blvd Indianapolis IN 46205 Fundraising Consultation false 30000 -30000 Johnson Grossnickle and Associates 29 South Park Boulevard Greenwood IN 46143 Fundraising Consultation false 8500 -8500 0 38500 -38500 IN Radio Show 232673 179392 53281 22590 1150 13047 0 0 232673 179392 53281 22590 1150 13047 36787 16494 Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses JOHNSON GROSSNICKLE AND ASSOCIATES-AMOUNTS PAID FOR EXPENSE REIMBURSEMENTS WERE INVOICED SEPARATELY FROM AMOUNTS PAID FOR THE CONSULTATION SERVICES.; X true true X X false false false false false false false false false Janet Allen Artistic Director 157221 0 0 0 1346 0 1708 0 18005 0 178280 0 0 0 Suzanne Sweeney Managing Director 137642 0 0 0 877 0 1511 0 14275 0 154305 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. Joel Grynheim Husband of Janet Allen 16792 Compensation for stage management services false X 15 189886 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 4a PROGRAM SERVICE DESCRIPTION (CONTINUED FROM PART III) 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. FROM THE COMIC TO THE SERIOUS, FROM THE CLASSIC TO THE CONTEMPORARY, OUR 2018-2019 SEASON OFFERED OUR AUDIENCES RICH AND RESONANT DRAMATIC EXPERIENCES, INCLUDING "HOLMES AND WATSON", "PIPELINE", AND "A DOLL'S HOUSE: PART 2" FROM AWARD WINNING PLAYWRIGHTS JEFFERY HATCHER, DOMINQUE MORRISEAU, AND LUCAS HNATH ALONG WITH THE OFF-BROADWAY HIT "EVERY BRILLIANT THING". FOR OUR YOUTH AND PUBLIC AUDIENCES, THE HAUNTING CLASSIC "THE DIARY OF ANNE FRANK" AND THE ROLLICKING MUSICAL "ELEPHANT AND PIGGIE'S: WE ARE IN A PLAY!" WHICH WAS PRODUCED ON OUR EXPLORING STAGES FOR CHILDREN 3 TO 8 YEARS. "AMBER WAVES" A PLAY WRITTEN BY LONG-TIME PLAYWRIGHT-IN-RESIDENCE JAMES STILL, AND THE MADCAP COMEDY OF "YOU CAN'T TAKE IT WITH YOU" ROUNDED OUT THE 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 32 WORLD PREMIERES (18 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 27 GRANTS FROM THE NATIONAL ENDOWMENT FOR THE ARTS TOTALING MORE THAN $620,000, 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. 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 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, 2019, 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 JILL LACY AND REBECCA HUTTON - 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 Revenue - Total Revenue: 17107, Related or Exempt Function Revenue: 17107, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Beneficial Interest held by others - 185696;