2018-04-24T14:00:17-05:00 2017-06-30 350921680 CROWE HORWATH LLP 135 N Pennsylvania Street Suite 200 Indianapolis IN 46204 990 2016-07-01 351186290 Indiana Repertory Theatre Inc INDI 3176355277 140 W Washington St Indianapolis IN 46204 Suzanne Sweeney Managing Director 2018-04-24 true Rachel Spurlock P00520729 3176321100 2016 2021-01-29 14:40:06Z Janet Allen 140 W Washington St Indianapolis IN 46204 9423606 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. 46 46 252 400 25360 -9980 10017312 5655286 3188052 3112845 210097 324104 247305 221512 13662766 9313747 0 0 3996856 4360321 0 695975 3158715 2872746 7155571 7233067 6507195 2080680 23228135 26928383 1017231 1115796 22210904 25812587 Founded 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 5481761 3276491 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) 5481761 true true false 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 98 0 true 252 true true true false false false false true true false false false false X 46 46 false false false false false false false true true false false true true true true true true false false false IN X SUZANNE SWEENEY 3179164820 140 WEST WASHINGTON STREET INDIANAPOLIS IN 46204 Michael Harrington Chair 1.0 X X 0 0 0 Thomas C Froehle Jr Vice Chair 1.0 X X 0 0 0 Amy Griman Treasurer 1.0 X X 0 0 0 Nadine Givens Secretary 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 Frank Basile 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 Jill Lacy 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 Carl W Butler 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 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 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 Mark Shaffer 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 Kosnoff 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 Deborah Loughery Board Member - Partial Year 1.0 X 0 0 0 Daniel C Emerson Past Chair 1.0 X 0 0 0 Janet Allen Artistic Director 40.0 X 144235 0 24812 Suzanne Sweeney Managing Director 40.0 X 126924 0 12888 271159 0 37700 2 false true false 0 X 0 0 159360 0 155100 5340826 186285 5655286 Ticket Sales 711110 2818648 2818648 0 0 Other Production Revenue 711110 121892 121892 0 0 Acting Classes and Education 711110 52546 52546 0 0 Box Office Handling Fee 711110 119759 119759 0 0 0 0 0 0 3112845 228506 0 0 228506 0 0 0 0 0 0 0 0 1897 0 3122 0 -1225 0 -1225 0 0 -1225 150000 0 54402 0 95598 0 95598 0 0 95598 70860 159360 37129 33731 0 33731 0 0 0 0 0 0 22241 15206 7035 7035 0 0 Concessions Revenue 900099 151239 151239 0 0 Program Advertising 541800 25360 0 25360 0 Condo Association 900099 1800 1800 0 0 3572 3572 0 0 181971 9313747 3276491 25360 356610 0 0 0 0 0 0 0 0 326040 138019 107462 80559 18817 18817 3218478 2506943 355408 356127 175270 175270 352188 238555 76599 37034 269528 203871 38736 26921 0 0 4914 4914 66233 1831 59871 4531 0 0 0 0 86099 86099 606543 562404 4555 39584 233656 233656 131165 72765 48160 10240 22311 4499 17812 154919 154919 616573 502771 96426 17376 0 0 0 0 0 0 0 0 0 0 0 0 336072 287160 34712 14200 116955 116955 Production Materials 193792 193792 Printing 140039 108116 1231 30692 Hospitality 84233 17500 6156 60577 79242 60873 235 18134 7233067 5481761 1055331 695975 2648 2450 2548413 1945625 1903073 4689786 7591 12868 0 0 0 0 0 12357 11744 145287 162113 11628789 9833727 1775927 1795062 11191518 12381094 0 0 0 0 5641321 5927641 23228135 26928383 234316 187050 0 0 782915 928746 0 0 0 0 0 0 0 0 0 1017231 1115796 X 2168664 2198051 5004725 8512870 15037515 15101666 0 0 0 0 0 0 22210904 25812587 23228135 26928383 X 2080680 906164 0 0 0 614839 X false true X true false X 2371845 3448944 2267969 10017312 5655286 23761356 0 0 0 0 0 0 2371845 3448944 2267969 10017312 5655286 23761356 11154303 12607053 216204 219830 103542 168489 337863 1045928 0 0 0 0 0 0 290498 221237 241767 275398 275071 1303971 26111255 14098075 0.4828 0.5008 X Schedule A, Part I, Line 10 Other Income Total from Part VIII Statement of Revenue (col a) lines 8a, 10a, and 11e equaling $275,071. Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 290498.0, COLUMN B - 221237.0, COLUMN C - 241767.0, COLUMN D - 275398.0, COLUMN E - 275071.0, COLUMN F - 1303971.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16218008 64151 1707357 0 493528 86099 17409889 11507226 5502000 -243975 506375 40868 16218008 11865000 1000 222413 0 542334 38853 11507226 10329582 486907 1605892 0 521362 36019 11865000 9661596 0 1248360 0 543512 36862 10329582 0.0 0.867 0.133 true false 8027715 7157338 870377 3562560 2676389 886171 38514 38514 1795062 Beneficial Interest in Assets Held by Others 5927641 5927641 0 X 11069249 906164 179042 0 670296 1755502 9313747 0 0 0 9313747 7467566 179042 0 0 55457 234499 7233067 0 0 0 7233067 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, 2017 or 2016. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Change in Beneficial Interest - 614839 Cost of Goods Sold - Gift Shop - 15206 Rental Expense - 3122 Special Events Expense - 37129 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Cost of Goods Sold - Gift Shop - 15206 Rental Expense - 3122 Special Events Expense - 37129 IRT Radio Show 230220 159360 70860 22410 813 13906 0 0 230220 159360 70860 22410 813 13906 37129 33731 X X false false false false false false false false false Janet Allen Artistic Director 144235 0 0 0 0 0 504 0 24308 0 169047 0 0 0 Joel Grynheim Husband of Janet Allen 18250 Compensation for stage management services false X 18 186285 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 2016-2017 SEASON OFFERED OUR AUDIENCES RICH AND RESONANT DRAMATIC EXPERIENCES, INCLUDING WELL KNOWN TITLES SUCH AS "THE THREE MUSKETEERS", "GUESS WHO'S COMING TO DINNER" AND "DIAL M FOR MURDER", THE HILARIOUS FARCE, "BOEING BOEING", AND NEW WORKS INCLUDING "MIRANDA", A PLAY WRITTEN BY LONG-TIME PLAYWRIGHT-IN-RESIDENCE JAMES STILL, AND A NEW PLAY DEVISED BY OUR ARTISTIC TEAM TO CELEBRATE THE BICENTENNIAL OF THE STATE OF INDIANA. "FINDING HOME: INDIANA AT 200" WAS ONE OF THE MOST AMBITIOUS ACCOMPLISHMENTS OF THE THEATRE'S ARTISTIC AND ADMINISTRATIVE LIFE IN ITS 45 YEAR HISTORY. ORIGINALLY CONCEIVED AS A SINGLE PLAY, THERE WAS SO MUCH MUSICAL AND WRITTEN CONTENT THAT THE IRT PRODUCED TWO DIFFERENT EVENINGS IN REP, AND EVEN PRODUCED A FILMED VERSION FOR LOCAL PBS BROADCAST AND DVDS FOR LIBRARIES IN INDIANA. THE IRT ROUNDED OUT THE SEASON WITH THE IMPACTFUL PIECE "THE CAY", WHICH PLAYED TO OUR YOUTH AND PUBLIC AUDIENCES AND "STUART LITTLE", WHICH WAS PRODUCED ON OUR EXPLORING STAGES FOR CHILDREN 3 TO 8 YEARS. 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 AMD 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 FROM THEATRE COMMUNICATIONS GROUP. THE GOVERNANCE COMMITTEE EVALUATES THIS DATA IN COMBINATION WITH THE PERFORMANCE OF THE ARTISTIC DIRECTOR, MANAGING DIRECTOR AND THE FINANCIAL CONDITION OF THE COMPANY ON AN ANNUAL BASIS. Form 990, Part VI, Line 15b PROCESS USED TO ESTABLISH COMPENSATION FOR OTHER OFFICERS THE COMPENSATION OF THE OTHER OFFICERS IS DETERMINED BY THE ARTISTIC DIRECTOR AND MANAGING DIRECTOR, USING INDUSTRY SALARY DATA ON AN ANNUAL BASIS. 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 income - Total Revenue: 3572, Related or Exempt Function Revenue: 3572, 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 - 614839;