2015-05-07T19:00:37-05:00 2014-06-30 CROWE HORWATH LLP 3815 RIVER CROSSING PARKWAY SUITE 300 INDIANAPOLIS IN 462400977 990 2013-07-01 351186290 INDIANA REPERTORY THEATRE INC INDI 3176355277 140 W Washington St Indianapolis IN 46204 SUZANNE SWEENEY MANAGING DIRECTOR 2015-05-07 true Rachel Spurlock P00520729 3175698989 2013 2016-02-25 16:41:14Z JANET ALLEN 140 W Washington St Indianapolis IN 46204 6407132 false X WWW.IRTLIVE .COM X 1971 IN LIVE THEATRE CONNECTS US TO MEANINGFUL ISSUES IN OUR LIVES AND HAS THE POWER TO SHAPE THE HUMAN EXPERIENCE. THE MISSION OF INDIANA REPERTORY THEATRE IS TO PRODUCE TOP-QUALITY, PROFESSIONAL THEATER THAT WILL ENGAGE, SURPRISE, CHALLENGE, AND ENTERTAIN PEOPLE THROUGHOUT THEIR LIFETIMES, HELPING US TO BUILD A VITAL AND VIBRANT COMMUNITY. 41 41 265 400 27145 -6866 2371845 3448944 2579847 2517680 209815 212465 245976 180314 5407483 6359403 0 0 0 0 3834957 3580223 28394 0 475523 2900526 2503700 6763877 6083923 -1356394 275480 16859535 18314511 1568180 1325863 15291355 16988648 X 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 4622696 2656676 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 TWO PERFORMING SPACES, THE PROSCENIUM MAINSTAGE AND THE THREE-QUARTER THRUST UPPERSTAGE 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) 4622696 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 false false false false false false false false false true false false false false false false false false false true 74 0 true 265 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 false false false false IN X SUZANNE SWEENEY 3179164820 140 WEST WASHINGTON STREET INDIANAPOLIS IN 46204 CHARLIE MORGAN SECRETARY 1.00 X X 0 0 0 DANIEL C EMERSON CHAIR 1.00 X X 0 0 0 EUGENE R TEMPEL IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 KRISTIN ALTICE VICE CHAIR 1.00 X X 0 0 0 MICHAEL HARRINGTON CHAIR-ELECT 1.00 X X 0 0 0 THOMAS C FROEHLE JR TREASURER 1.00 X X 0 0 0 ALAN K MILLS BOARD MEMBER 1.00 X 0 0 0 AMY GRIMAN BOARD MEMBER 1.00 X 0 0 0 ANA PINTO-ALEXANDER BOARD MEMBER -PARTIAL YEAR AS OF 5/19/2014 1.00 X 0 0 0 ANN COLUSSI DEE BOARD MEMBER 1.00 X 0 0 0 BALAJI VENKATARAMAN BOARD MEMBER 1.00 X 0 0 0 BECCA POLAK BOARD MEMBER 1.00 X 0 0 0 BRENDA HORN BOARD MEMBER 1.00 X 0 0 0 BRIAN PAYNE BOARD MEMBER 1.00 X 0 0 0 BRUCE HETRICK BOARD MEMBER 1.00 X 0 0 0 CARL W BUTLER BOARD MEMBER 1.00 X 0 0 0 ELIZABETH CISCO BOARD MEMBER 1.00 X 0 0 0 ERIC STOVALL BOARD MEMBER 1.00 X 0 0 0 FRANK BASILE BOARD MEMBER 1.00 X 0 0 0 FRANK ESPOSITO BOARD MEMBER 1.00 X 0 0 0 GERALD BERG BOARD MEMBER 1.00 X 0 0 0 JAMES REED BOARD MEMBER 1.00 X 0 0 0 JAMES W FREEMAN BOARD MEMBER 1.00 X 0 0 0 JARROD KRISILOFF BOARD MEMBER 1.00 X 0 0 0 JENNIFER VIGRAN BOARD MEMBER 1.00 X 0 0 0 JILL LACY BOARD MEMBER 1.00 X 0 0 0 JOHN HAMMOND BOARD MEMBER -PARTIAL YEAR AS OF 5/1/2014 1.00 X 0 0 0 LAWREN K MILLS BOARD MEMBER 1.00 X 0 0 0 LORELEI TOLSON BOARD MEMBER 1.00 X 0 0 0 MARYA M ROSE BOARD MEMBER 1.00 X 0 0 0 MICHAEL J SIMMONS BOARD MEMBER 1.00 X 0 0 0 MICHAEL MORIARTY BOARD MEMBER 1.00 X 0 0 0 MICHAEL SEMLER BOARD MEMBER 1.00 X 0 0 0 NADINE GIVENS BOARD MEMBER 1.00 X 0 0 0 RICHARD D FELDMAN BOARD MEMBER 1.00 X 0 0 0 RICK FUSON BOARD MEMBER 1.00 X 0 0 0 ROBERT J HICKS BOARD MEMBER 1.00 X 0 0 0 RON GIFFORD BOARD MEMBER 1.00 X 0 0 0 SARAH LECHLEITER BOARD MEMBER 1.00 X 0 0 0 WAYNE SCHMIDT BOARD MEMBER 1.00 X 0 0 0 WILLIAM E SMITH III BOARD MEMBER 1.00 X 0 0 0 WILLIAM O WILLIAMS II BOARD MEMBER 1.00 X 0 0 0 WILLIAM VARANKA BOARD MEMBER 1.00 X 0 0 0 JANET ALLEN EXECUTIVE ARTISTIC DIRECTOR 40.00 X 133802 0 15111 SUZANNE SWEENEY MANAGING DIRECTOR/COO 40.00 X 111061 0 11209 244863 0 26320 2 false false false 0 149750 140805 3158389 135706 3448944 TICKET SALES 711110 2267249 2267249 OTHER PRODUCTION REVENUE 711110 52500 52500 ACTING CLASSES AND EDUCATION 711110 91898 91898 BOX OFFICE HANDLING FEE 711110 106033 106033 0 0 0 0 0 2517680 212465 212465 0 0 7365 3363 4002 0 4002 4002 0 0 0 49480 147770 39309 10171 10171 0 8859 5057 3802 3802 CONCESSIONS REVENUE 900099 114478 114478 PROGRAM ADVERTISING 541800 27145 27145 CONDO ASSOCIATION 900099 7304 7304 13412 13412 0 0 162339 6359403 2656676 27145 226638 0 0 0 0 256450 110400 82915 63135 0 2629378 2070747 352478 206153 126134 126134 292052 199106 64004 28942 276209 214475 42186 19548 0 2756 2756 58589 1545 55016 2028 0 0 36019 36019 441550 410424 1775 29351 256169 256169 128227 65997 49909 12321 45270 1718 43552 133426 133426 446028 381550 49134 15344 0 0 15669 12096 3573 15474 15474 0 401561 343118 41476 16967 101336 101336 PRODUCTION MATERIALS 137161 137161 PRINTING 92710 80146 850 11714 HOSPITALITY 83345 29705 4875 48765 108410 48779 38376 21255 6083923 4622696 985704 475523 0 2087 2575 214065 450390 431174 1126921 80376 9654 0 0 0 0 17725 17567 2014146 1927030 11212866 8903618 2676500 2309248 5584406 6206587 0 0 0 0 5839056 6264539 16859535 18314511 322006 293589 696174 682274 0 0 550000 350000 0 0 1568180 1325863 X 4779143 4214424 1464604 3239709 9047608 9534515 15291355 16988648 16859535 18314511 X 275480 576444 845369 X false true X true false X 2337240 2336329 2837376 2371845 3448944 13331734 0 0 2337240 2336329 2837376 2371845 3448944 13331734 2806378 10525356 134276 194597 232671 216204 219830 997578 0 291205 348522 269666 290498 221237 1421128 15750440 12247468 0.66820 0.66120 X Schedule A, Part II, Line 10, Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 291205, COLUMN B - 348522, COLUMN C - 269666, COLUMN D - 290498, COLUMN E - 221237, COLUMN F - 1421128; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10329582 486907 1605892 521362 36019 11865000 9661596 1248360 543512 36862 10329582 10249669 -62315 489000 36758 9661596 9024017 1799682 537680 36350 10249669 8305861 75520 1219615 0 538628 38351 9024017 0.80360 0.19640 true false 0 0 8010591 6459821 1550770 3202275 2443797 758478 0 2309248 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 6264539 6264539 0 0 X 7932265 576444 102761 893657 1572862 6359403 0 0 6359403 6234972 102761 48288 151049 6083923 0 0 6083923 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 IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY TAKING AUTHORITIES FOR YEARS BEFORE 2011. 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, 2014 OR 2013. Schedule D, Part XI, Line 2d, Other revenues in audited financial statements not in form 990 CHANGE IN VALUE OF BENEFICIAL INTEREST - 845369; FUNDRAISER EXPENSE - 39868; GIFT SHOP EXPENSE - 5057; SPACE RENTAL EXPENSE - 3363; Schedule D, Part XII, Line 2d, Other expenses in audited financial statements not in form 990 FUNDRAISER EXPENSE - 39868; GIFT SHOP EXPENSE - 5057; SPACE RENTAL EXPENSE - 3363; X X X X X X X false IN IRT RADIO SHOW 197250 147770 49480 23370 4643 11296 0 0 197250 147770 49480 0 0 0 23370 4643 11296 39309 10171 X 16 135706 MARKET VALUE 0 false true false Schedule M, Part I, Explanations of reporting method for number of contributions SECURITIES - PUBLICLY TRADED: NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line 9, Number of contributions or items contributed. NUMBER OF CONTRIBUTIONS 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 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 OUR MISSION: 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 2013-2014 SEASON OFFERED OUR AUDIENCES RICH AND RESONANT DRAMATIC EXPERIENCES, INCLUDING ARTHUR MILLER'S CLASSIC THE CRUCIBLE, WHO AM I THIS TIME FROM KURT VONNEGUT'S EARLY SHORT STORY COLLECTION, THE MAGICAL STORY OF MARTIN LUTHER KING, JR. ON THE EVE OF HIS ASSASSINATION, KATORI HALL'S THE MOUNTAINTOP, OTHER DESERT CITIES, AN ILIAD, AND THEN THEY CAME FOR ME: REMEMBERING THE WORLD OF ANNE FRANK BY OUR PLAYWRIGHT IN RESIDENCE, JAMES STILL, WHICH PLAYED TO LARGE STUDENT AND PUBLIC HOUSES, AND THE GAME'S AFOOT. 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. AS WELL, THE THEATRE 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, OUR PLAYWRIGHT-IN-RESIDENCE SINCE 1998. 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 FY98, THE IRT HAS RECEIVED 24 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 VI, Sec B, 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, Sec B, 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 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. 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. Form 990, Part VI, Sec C, Line 19, Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE OR UPON REQUEST. Form 990 , Part XI, Line 9, Other changes in net assets or fund balances CHANGE IN VALUE OF BENEFICIAL INTEREST - 845369;