2017-04-11T11:00:09-05:00 2016-06-30 350921680 CROWE HORWATH LLP 10 West Market Street Suite 2000 Indianapolis IN 462042975 990 2015-07-01 351186290 Indiana Repertory Theatre Inc INDI 3176355277 140 W Washington St Indianapolis IN 46204 Suzanne Sweeney Managing Director 2017-01-10 true Rachel Spurlock P00520729 3176321100 2015 2021-01-29 14:40:06Z Janet Allen 140 W Washington St Indianapolis IN 46204 14116008 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 41 281 400 25760 -9717 2267969 10017312 2699651 3188052 298098 210097 192433 247305 5458151 13662766 0 0 0 0 3717104 3996856 0 0 695344 2536871 3158715 6253975 7155571 -795824 6507195 17130841 23228135 1020497 1017231 16110344 22210904 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 5519861 3365058 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 CABERET, 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) 5519861 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 95 0 true 281 true true true false false false false true true false false false false X 41 41 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 Nadine Givens Secretary 1.0 X X 0 0 0 Amy Griman Treasurer 1.0 X X 0 0 0 Daniel C Emerson Past Chair 1.0 X 0 0 0 Sharon R Barner 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 Carl W Butler Board Member 1.0 X 0 0 0 Ann Colussi Dee Board Member 1.0 X 0 0 0 Gary Denney Board Member 1.0 X 0 0 0 Michael P Dinius Board Member 1.0 X 0 0 0 Frank Esposito Board Member 1.0 X 0 0 0 Richard D Feldman Board Member 1.0 X 0 0 0 James W Freeman Board Member 1.0 X 0 0 0 Ron Gifford Board Member 1.0 X 0 0 0 Michel N Heaton 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 Sarah Lechleiter Board Member 1.0 X 0 0 0 Jeffrey MacKay Board Member 1.0 X 0 0 0 Lawren K Mills Board Member 1.0 X 0 0 0 Charlie Morgan Board Member 1.0 X 0 0 0 Michael Moriarty Board Member 1.0 X 0 0 0 Tim Oliver Board Member 1.0 X 0 0 0 Brian Payne Board Member 1.0 X 0 0 0 Becca Polak Board Member 1.0 X 0 0 0 Tammara Porter Board Member 1.0 X 0 0 0 James Reed Board Member 1.0 X 0 0 0 Peter Reist 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 Wayne Schmidt Board Member 1.0 X 0 0 0 Michael Semler Board Member 1.0 X 0 0 0 Mark Shaffer Board Member 1.0 X 0 0 0 Jacqueline Simmons Board Member 1.0 X 0 0 0 Jennifer Vigran 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 David Whitman Board Member 1.0 X 0 0 0 William O Williams II Board Member 1.0 X 0 0 0 Janet Allen Executive Artistic Director 40.0 X 138262 0 25451 Suzanne Sweeney Managing Director 40.0 X 119403 0 18053 257665 0 43504 2 false true false 0 X 0 0 156747 160100 9700465 138107 10017312 Ticket Sales 711110 2951365 2951365 Other Production Revenue 711110 52500 52500 Acting Classes and Education 711110 80856 80856 Box Office Handling Fee 711110 103331 103331 0 0 0 0 0 0 3188052 127358 127358 41131 12684 28447 0 28447 28447 466757 384018 82739 0 82739 82739 58029 156747 41937 16092 16092 0 0 10732 14603 -3871 -3871 Concessions Revenue 900099 164129 164129 Program Advertising 541800 25760 25760 Condo Association 900099 3523 3523 13225 13225 0 0 206637 13662766 3365058 25760 254636 0 0 0 0 0 0 0 0 309688 135266 98423 75999 27827 27827 0 0 2940716 2306665 329142 304909 143653 143653 0 0 301224 231242 49841 20141 273748 210627 38814 24307 0 0 0 0 3000 0 3000 0 63967 2488 59874 1605 0 0 0 0 0 0 40867 0 40867 0 575603 460118 7478 108007 219104 219104 0 0 133395 74755 50643 7997 26480 2266 24214 0 180380 180380 0 0 894295 878616 15679 0 0 0 0 0 0 0 0 0 0 0 0 4382 0 4382 0 0 0 0 0 326888 268538 41410 16940 96653 0 96653 0 Production Materials 165543 165543 0 0 Printing 131448 104978 962 25508 Hospitality 119861 37655 5936 76270 176849 70140 88727 17982 7155571 5519861 940366 695344 2450 2648 324425 2548413 1067732 1903073 5586 7591 0 0 0 0 0 15224 12357 1826041 145287 11273581 9497654 1996601 1775927 5751219 11191518 0 0 0 0 6141563 5641321 17130841 23228135 262015 234316 0 0 758482 782915 0 0 0 0 0 0 0 0 0 1020497 1017231 X 3713439 2168664 2861390 5004725 9535515 15037515 0 0 0 0 0 0 16110344 22210904 17130841 23228135 X 6507195 -230264 -176371 X false true X true false X 2837376 2371845 3448944 2267969 10017312 20943446 0 0 0 0 2837376 2371845 3448944 2267969 10017312 20943446 9333913 11609533 232671 216204 219830 103542 168489 940736 0 269666 290498 221237 241767 275398 1298566 23182748 13491425 0.5008 0.6846 X Schedule A, Part I, Line 10 Other Income Total from Part VIII Statement of Revenue (col a) lines 8a, 10a, and 11e equaling $275,398. Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 269666.0, COLUMN B - 290498.0, COLUMN C - 221237.0, COLUMN D - 241767.0, COLUMN E - 275398.0, COLUMN F - 1298566.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 10249669 0 -62315 0 489000 36758 9661596 0.0 0.927 0.073 true false 0 0 0 0 0 8010591 6972723 1037868 3233744 2524931 708813 29246 0 29246 1775927 Beneficial Interest in Assets Held by Others 5641321 5641321 0 0 X 13491712 -230264 182205 0 -122995 -171054 13662766 0 0 13662766 7391152 182205 53376 235581 7155571 0 0 7155571 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 growth 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, 2016 or 2015. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Change in Beneficial interest - -176371 Gift Shop expense - 14603 Space Rental expense - -3164 Special Events expense - 41937 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Cost of Goods Sold - Gift shop - 14603 Rental expense - -3164 Radio Show Fundraiser Expense - 41937 IRT Radio Show 214776 156747 58029 0 25667 2250 14020 0 0 214776 156747 58029 0 25667 2250 14020 41937 16092 X X false false false false false false false false false Janet Allen Executive Artistic Director 137109 0 0 0 1153 0 0 0 25451 0 163713 0 0 0 Joel Grynheim Husband of Janet Allen 27827 Compensation for stage management services false X 15 138107 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, 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 2015-2016 SEASON OFFERED OUR AUDIENCES RICH AND RESONANT DRAMATIC EXPERIENCES, INCLUDING F. SCOTT FITZGERALD'S CLASSIC "THE GREAT GATSBY", "APRIL 4,1968" A PLAY WRITTEN BY OUR PLAYWRIGHT JAMES STILL ON A FAMILY'S PERSPECTIVE ON THE DEATH OF MARTIN LUTHER KING AND BOBBY KENNEDY'S SPEECH IN INDIANAPOLIS, AUGUST WILSON'S POWERFUL DRAMA "FENCES" ALONG WITH SARAH JONES CELEBRATION OF AMERICAN DIVERSITY IN "BRIDGE & TUNNEL", A DELIGHTFUL COMEDY IN "MYSTERY OF IRMA VEP" AND AN AGATHA CHRISTIE FAVORITE "THE MOUSETRAP". HARPER LEE'S "TO KILL A MOCKINGBIRD" WAS PLAYED TO OUR YOUTH AND PUBLIC AUDIENCES AND ON OUR EXPLORING STAGES FOR CHILDREN 3 TO 8 YEARS WAS "PETER RABBIT". 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 25 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 EXECUTIVE ARTISTIC DIRECTOR IS THE CHIEF EXECUTIVE OFFICER AND HOLDS RESPONSIBILITY FOR THE MANAGEMENT OF THE COMPANY. SHE REPORTS TO AND IS 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 THE EXECUTIVE ARTISTIC DIRECTOR, 2) EVALUATING HER PERFORMANCE AGAINST THOSE OBJECTIVES AND 3) RECOMMENDING TO THE BOARD OF DIRECTORS ANY CHANGES TO HER 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 EXECUTIVE ARTISTIC 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 EXECUTIVE ARTISTIC 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 Misc Revenue - Total Revenue: 13225, Related or Exempt Function Revenue: 13225, 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 - -176371;