2014-05-15T15:49:27-05:00 2013-06-30 CROWE HORWATH LLP 3815 River Crossing Parkway Suite 300 Indianapolis IN 462400977 990 2012-07-01 351186290 INDIANA REPERTORY THEATRE INC INDI 3176355277 140 W Washington St Indianapolis IN 46204 SUZANNE SWEENEY 2013-10-16 true Rachel Spurlock P00520729 3175698989 2012 2015-11-30 17:44:51Z STEVEN STOLEN 140 W Washington St Indianapolis IN 46204 5458394 false X WWW.IRTLIVE .COM X 1971 IN THE MISSION OF INDIANA REPERTORY THEATRE IS TO PRODUCE TOP-QUALITY PROFESSIONAL THEATRE THAT ENGAGES, SURPRISES, CHALLENGES, AND ENTERTAINS PEOPLE THROUGHOUT THEIR LIFETIMES. 32 32 297 400 24040 -9318 2837376 2371845 2506195 2579847 154966 209815 226273 245976 5724810 5407483 0 0 0 0 3531901 3834957 38721 28394 520786 2806462 2900526 6377084 6763877 -652274 -1356394 16728377 16859535 1151566 1568180 15576811 15291355 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 5223161 2803491 THE INDIANA REPERTORY THEATRE'S PRIMARY ARTISTIC ACTIVITIES ARE OUR STAGE PRODUCTIONS, INCLUDING OUR SIX-PLAY SUBSCRIPTION SERIES, OUR PROGRAMMING FOR YOUNG AUDIENCES, 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) 5223161 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 91 0 true 297 true true true false false false false true true false false false false X 32 32 false false false false false false false true true false false true true true true true false false false false IN X X SUZANNE SWEENEY 3179164820 140 WEST WASHINGTON STREET INDIANAPOLIS IN 46204 DANIEL EMERSON 1.00 X X 0 0 0 DAVID PENTZIEN 1.00 X X 0 0 0 DAVID WHITMAN 1.00 X X 0 0 0 ERIC STOVALL 1.00 X X 0 0 0 EUGENE TEMPEL 1.00 X X 0 0 0 NADINE GIVENS 1.00 X X 0 0 0 ALAN MILLS 1.00 X 0 0 0 AMY GRIMAN 1.00 X 0 0 0 ANA PINTO-ALEXANDER 1.00 X 0 0 0 BECCA POLAK 1.00 X 0 0 0 BILL WILLIAMS 1.00 X 0 0 0 BRUCE HETRICK 1.00 X 0 0 0 CHARLIE MORGAN 1.00 X 0 0 0 ELIZABETH CISCO 1.00 X 0 0 0 FRANK BASILE 1.00 X 0 0 0 FRANK ESPOSITO 1.00 X 0 0 0 JAMES FREEMAN 1.00 X 0 0 0 JAMES REED 1.00 X 0 0 0 JARROD KRISILOFF 1.00 X 0 0 0 JOHN HAMMOND 1.00 X 0 0 0 KRISTIN ALTICE 1.00 X 0 0 0 LORELEI TOLSON 1.00 X 0 0 0 MARYA ROSE 1.00 X 0 0 0 MICHAEL HARRINGTON 1.00 X 0 0 0 MICHAEL MORIARTY 1.00 X 0 0 0 MICHAEL SEMLER 1.00 X 0 0 0 MIKE SIMMONS 1.00 X 0 0 0 RANDY BROWN 1.00 X 0 0 0 ROBERT HICKS 1.00 X 0 0 0 SARAH LECHLEITER 1.00 X 0 0 0 THOMAS FROEHLE 1.00 X 0 0 0 VICKI PERRY 1.00 X 0 0 0 WILLIAM SMITH 1.00 X 0 0 0 WILLIAM VARANKA 1.00 X 0 0 0 JANET ALLEN 40.00 X 137698 0 16541 STEVEN STOLEN 40.00 X 133542 0 10205 SUZANNE SWEENEY 40.00 X 88145 0 8084 359385 0 34830 2 false false false DCM INC 330 WEST 38TH STREET NEW YORK NY 10018 TELEPHONE SALES 103150 1 114137 140086 2117622 52435 2371845 TICKET SALES 711110 2304393 2304393 OTHER PRODUCTION REVENUE 711110 52500 52500 ACTING CLASSES AND EDUCATION 711110 90968 90968 CO-PRODUCTION 711110 22472 22472 BOX OFFICE HANDLING FEE 711110 109514 109514 0 0 0 0 2579847 209815 209815 0 0 6389 2754 3635 0 3635 3635 0 0 0 37398 114137 42669 -5271 -5271 0 10460 5488 4972 4972 CONCESSIONS REVENUE 900099 115234 115234 PROGRAM ADVERTISING 541800 24040 24040 CONDO ASSOCIATION 900099 23775 23775 79591 79591 0 0 242640 5407483 2803419 24040 208179 0 0 0 0 351400 123394 182546 45460 0 2745717 2289203 283598 172916 154771 154771 274774 192406 61560 20808 308295 247313 43376 17606 0 3297 3297 56151 257 53625 2269 0 28394 28394 36862 36862 716966 618436 14423 84107 212666 212666 273235 194702 49836 28697 68828 24386 44442 107195 107195 477431 412089 50122 15220 106495 44334 8882 53279 0 0 8105 8105 0 418988 358008 43276 17704 98818 98818 PRODUCTION MATERIALS 190278 190278 125211 53723 37162 34326 6763877 5223161 1019930 520786 0 2202 2087 368708 214065 334582 431174 80054 80376 0 0 19368 17725 2195083 2014146 11178555 8502055 3009767 2676500 5205539 5584406 0 0 0 0 5513074 5839056 16728377 16859535 395409 322006 756157 696174 0 550000 0 0 1151566 1568180 X 5337130 4779143 1192073 1464604 9047608 9047608 15576811 15291355 16728377 16859535 X -1356394 453660 617278 X false true X true false X 2211670 2337240 2336329 2837376 2371845 12094460 0 0 2211670 2337240 2336329 2837376 2371845 12094460 2350968 9743492 251037 134276 194597 232671 216204 1028785 0 412150 291205 348522 269666 290498 1612041 14735286 12449278 0.66120 0.57860 X SCHEDULE A, PART II, LINE 10, OTHER INCOME, DESCRIPTION - OTHER INCOME, COLUMN A - 412150, COLUMN B - 291205, COLUMN C - 348522, COLUMN D - 269666, COLUMN E - 290498, COLUMN F - 1612041; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9661596 1248360 543512 36862 10329582 10249669 -62315 489000 36758 9661596 9024017 1799682 537680 36350 10249669 8305861 75520 1219615 0 538628 38351 9024017 11113883 -2179856 590870 37296 8305861 0.87590 0.12410 true false 0 0 8010591 6159303 1851288 3167964 2342752 825212 0 2676500 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 5724885 CSV OF LIFE INSURANCE POLICY 114171 5839056 0 0 X 6653070 453660 123738 668189 1245587 5407483 0 0 5407483 6938526 123738 50911 174649 6763877 0 0 6763877 Intended uses of endowment funds Schedule D, Part V, Line 4 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 A SECURE, LONG-TERM SOURCE OF FUNDS TO ENSURE LONG-TERM GROWTH OF THE IRT. FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 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 2009. 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, 2013 OR 2012. Other revenues in audited financial statements not in form 990 Schedule D, Part XI, Line 2d CHANGE IN VALUE OF BENEFICIAL INTEREST - 617278; FUNDRAISER EXPENSE - 42669; GIFT SHOP EXPENSE - 5488; SPACE RENTAL EXPENSE - 2754; Other expenses in audited financial statements not in form 990 Schedule D, Part XII, Line 2d FUNDRAISER EXPENSE - 42669; GIFT SHOP EXPENSE - 5488; SPACE RENTAL EXPENSE - 2754; X X X X X X X true DCM INC 330 WEST 38TH STREET NEW YORK NY 10018 CONSULTING false 109614 28394 81220 109614 28394 81220 IN IRT RADIO SHOW 151535 114137 37398 3786 19554 8125 11204 0 0 151535 114137 37398 0 0 3786 19554 8125 11204 42669 -5271 JANET ALLEN 137698 0 0 0 0 0 0 0 16541 0 154239 0 0 0 X 15 52435 SELLING COST 0 false true false Explanations of reporting method for number of contributions Schedule M, Part I SECURITIES - PUBLICLY TRADED: NUMBER OF STOCK CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line 9 NUMBER OF STOCK CONTRIBUTIONS ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 (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. PROGRAM SERVICE DESCRIPTION FORM 990, PART III, LINE 4A (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 2012-2013 SEASON OFFERED OUR AUDIENCES RICH AND RESONANT DRAMATIC EXPERIENCES, INCLUDING OUR PLAYWRIGHT-IN-RESIDENCE, JAMES STILL'S WORLD PREMIERE OF THE HOUSE THAT JACK BUILT, OUR FIRST FULL MUSICAL IN MANY YEARS - SONDHEIM'S A LITTLE NIGHT MUSIC, DR JEKYLL AND MR. HYDE, THE WHIPPING MAN, SHAKESPEARE'S A MIDSUMMER NIGHT'S DREAM WHICH PLAYED TO LARGE STUDENT AND PUBLIC HOUSES, AND A REPRISE OF OUR POPULAR SOLO FESTIVAL, A FESTIVAL OF TWO ONE-ACTOR PLAYS PERFORMED IN REPERTORY. 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 23 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. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b 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. Conflict of interest policy Form 990, Part VI, Section B, Line 12c 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. PROCESS USED TO ESTABLISH COMPENSATION FOR TOP MANAGEMENT OFFICIAL FORM 990, PART VI, LINE 15A THE ARTISTIC DIRECTOR AND THE MANAGING DIRECTOR SHARE RESPONSIBILITY FOR THE MANAGEMENT OF THE COMPANY. THEY 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 THE ARTISTIC DIRECTOR AND MANAGING DIRECTOR, 2) EVALUATING THEIR PERFORMANCE 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 TCG. THE GOVERNANCE COMMITTEE EVALUATES THIS DATA IN COMBINATION WITH THE PERFORMANCE OF THE ARTISTIC DIRECTOR AND MANAGING DIRECTOR AND THE FINANCIAL CONDITION OF THE COMPANY. SINCE 2009 ANNUAL INCREASES HAVE APPROXIMATED COST-OF-LIVING INCREASES. PROCESS USED TO ESTABLISH COMPENSATION FOR OTHER OFFICERS FORM 990, PART VI, LINE 15B THE COMPENSATION OF THE OTHER OFFICERS IS DETERMINED BY THE ARTISTIC DIRECTOR AND THE MANAGING DIRECTOR, USING INDUSTRY SALARY DATA. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE OR UPON REQUEST. Other Expenses Form 990, Part IX, Line 11g OTHER - TOTAL EXPENSE: 716966, PROGRAM SERVICE EXPENSE: 618436, MANAGEMENT AND GENERAL EXPENSES: 14423, FUNDRAISING EXPENSES: 84107; Other changes in net assets or fund balances Form 990 , Part XI, Line 9 CHANGE IN VALUE OF BENEFICIAL INTEREST - 617278;