2019-05-07T20:00:11-05:00 2018-06-30 350921680 CROWE LLP 135 N Pennsylvania Street Suite 200 Indianapolis IN 46204 990 2017-07-01 351186290 Indiana Repertory Theatre Inc INDI 3176355277 140 W Washington St Indianapolis IN 46204 Suzanne Sweeney Managing Director 2019-05-07 true Emilie Knieriem P01330194 3176321100 2017 2019-02-21 02:37:17Z Suzanne Sweeney 140 W Washington St Indianapolis IN 46204 14943919 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. 42 42 264 410 31075 0 5655286 4641720 3112845 3327983 324104 1670877 221512 213989 9313747 9854569 0 0 0 0 4360321 4556467 0 0 713081 2872746 3107390 7233067 7663857 2080680 2190712 26928383 28903257 1115796 1148662 25812587 27754595 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 5792055 3493627 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) 5792055 true true false false false false false false true true false false true false true true false false false false false false false true false false false false true false false false false false false false true true false false false false false false false false true 118 0 true 264 true true true false false false false true true true false false false X 42 42 true false false false false false false true true false false true true true true true true false false false IN 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 Michael Semler Board Member 1.0 X 0 0 0 William O Williams II 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 Richard D Feldman Board Member 1.0 X 0 0 0 Tim Oliver 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 Jeffrey MacKay Board Member - Partial Year 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 1.0 X 0 0 0 Jacqueline Simmons 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 David Whitman 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 Rebecca King 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 1.0 X 0 0 0 Holt Hedrick Board Member 1.0 X 0 0 0 John Kline Board Member 1.0 X 0 0 0 Andrew Michie 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 Michael Harrington Past Chair 1.0 X 0 0 0 Janet Allen Artistic Director 40.0 X 152803 0 19262 Suzanne Sweeney Managing Director 40.0 X 133815 0 14648 286618 0 33910 2 false true false 0 X 217379 268008 4156333 117029 4641720 Ticket Sales 711110 2979348 2979348 Other Production Revenue 711110 163162 163162 Acting Classes and Education 711110 67485 67485 Box Office Handling Fee 711110 117988 117988 0 0 0 0 3327983 283241 283241 1590 3211 -1621 0 -1621 -1621 6429280 5041644 1387636 0 1387636 1387636 58106 217379 39215 18891 18891 7445 5280 2165 2165 Concessions Revenue 900099 146992 146992 Program Advertising 541800 31075 31075 COSTUME/PROP RENTAL 900099 4582 4582 11905 11905 0 0 194554 9854569 3493627 31075 1688147 0 0 0 0 0 0 0 0 329974 139667 108773 81534 22154 22154 0 0 3402106 2668760 377185 356161 185340 179440 3401 2499 351881 230817 87221 33843 265012 200014 38532 26466 0 0 0 0 5062 0 5062 0 42291 4074 29852 8365 0 0 0 0 0 0 128280 0 128280 0 652463 614655 5785 32023 217296 217296 149288 96705 43342 9241 23898 23898 207014 207014 564978 448788 89392 26798 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 367415 313942 37948 15525 146852 0 146852 0 Production Materials 194242 194242 0 0 Printing 167020 131592 559 34869 Hospitality 128678 52153 6385 70140 Training 32304 24159 5470 2675 80309 46583 20784 12942 7663857 5792055 1158721 713081 2450 2450 1945625 2724035 4689786 4290098 12868 19226 0 0 0 0 0 11744 11089 162113 186455 11863087 10201142 1795062 1661945 12381094 13966791 0 0 0 0 5927641 6041168 26928383 28903257 187050 170724 0 0 928746 977938 0 0 0 0 0 0 0 0 0 0 0 1115796 1148662 X 2198051 2126739 8512870 9792337 15101666 15835519 0 0 0 0 0 0 25812587 27754595 26928383 28903257 X 2190712 -692511 0 0 443807 X false true X true false X 3448944 2267969 10017312 5655286 4641720 26031231 0 0 0 0 0 0 0 0 3448944 2267969 10017312 5655286 4641720 26031231 11808975 14222256 219830 103542 168489 230403 284831 1007095 0 0 0 0 0 0 221237 241767 275398 275071 260105 1273578 28311904 14846211 0.5023 0.4828 X Schedule A, Part I, Line 10 Other Income Total from Part VIII Statement of Revenue (col a) lines 8a, 10a, and 11e equaling $260,105. Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 221237.0, COLUMN B - 241767.0, COLUMN C - 275398.0, COLUMN D - 275071.0, COLUMN E - 260105.0, COLUMN F - 1273578.0; 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 10329582 486907 1605892 0 521362 36019 11865000 0.0 0.839 0.161 true false 8058096 7342032 716064 3752186 2859110 893076 52805 0 52805 1661945 Beneficial Interest in Assets Held by Others 6041168 6041168 0 X 9768771 -692511 115200 0 491513 -85798 9854569 0 0 0 9854569 7826763 115200 0 0 47706 162906 7663857 0 0 0 7663857 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 theater did not have any amounts accrued for interest and penalties at June 30, 2018 or 2017. 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 - 443807 Cost of Goods Sold - Gift Shop - 5280 Rental Expense - 3211 Special Events Expense - 39215 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Cost of Goods Sold - Gift Shop - 5280 Rental Expense - 3211 Special Event Expense - 39215 Radio Show 275485 217379 58106 0 0 0 22873 500 15842 0 0 275485 217379 58106 0 0 0 22873 500 15842 39215 18891 X X false false false false false false false false false Janet Allen Artistic Director 151457 0 0 0 1346 0 1664 0 17598 0 172065 0 0 0 Joel Grynheim Husband of Janet Allen 22154 Compensation for stage management services false X 13 117029 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 2017-2018 SEASON OFFERED OUR AUDIENCES RICH AND RESONANT DRAMATIC EXPERIENCES, INCLUDING A RECENTLY RELEASED BROADWAY SHOW "THE CURIOUS INCIDENT OF THE DOG IN THE NIGHT-TIME", "THE ORIGINALIST" A PLAY ABOUT THE LATE JUSTICE SCALIA AND THE TIMELY CLASSIC "A RAISIN IN THE SUN". FOR OUR YOUTH AND PUBLIC AUDIENCES, THE IRT PRODUCED WILLIAM SHAKESPEARE'S "ROMEO AND JULIET", AND "TOWN MOUSE COUNTRY MOUSE" ON OUR EXPLORING STAGES FOR CHILDREN 3 TO 8 YEARS. 2 PLAYS WRITTEN BY LONG-TIME PLAYWRIGHT-IN-RESIDENCE JAMES STILL, "APPOGGIATURA" AND "LOOKING OVER THE PRESIDENT'S SHOULDER", ALONG WITH THE HILARIOUS FARCE "NOISES OFF" COMPLETED THE REMAINDER OF 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 31 WORLD PREMIERES (17 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 26 GRANTS FROM THE NATIONAL ENDOWMENT FOR THE ARTS TOTALING MORE THAN $600,000, AND GARNERED ACCOLADES FROM NATIONAL REVIEW PANELS FOR OUR ARTISTIC EXCELLENCE, PUBLIC OUTREACH, AND EDUCATIONAL EXPERTISE. 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 20, 2018, 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 KING - 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: 11905, Related or Exempt Function Revenue: 11905, 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 - 443807;