INDIANA REPERTORY THEATRE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA REPERTORY THEATRE INC (EIN 35-1186290)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202631349349312023
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T17:19:02+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 Olympia Park Plaza Suite 4000 | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402412098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351186290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana Repertory Theatre Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3176355277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W Washington St | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Suzanne Sweeney | PersonNm |
| Person Title | Managing Director | PersonTitleTxt |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rachel Spurlock | PreparerPersonNm |
| PTIN | P00520729 | PTIN |
| Phone | 5023263996 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suzanne Sweeney | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W Washington St | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,780,894 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.irtlive .com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | Rooted in the heart of Indiana, Indiana Repertory Theatre is committed to building a vital, vibrant, and informed community through the transformational power of live theatre. The IRT produces inclusive, top-quality, professional theatre and community programming to engage, surprise, challenge, and entertain members of the whole community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 216 | TotalEmployeeCnt |
| Total Volunteers | 235 | TotalVolunteersCnt |
| Total Gross UBI | $5,600 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,915,403 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,003,309 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,518,044 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,470,246 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,360,678 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,709,131 | CYInvestmentIncomeAmt |
| PY Other Revenue | $213,843 | PYOtherRevenueAmt |
| CY Other Revenue | $726,656 | CYOtherRevenueAmt |
| PY Total Revenue | $10,007,968 | PYTotalRevenueAmt |
| CY Total Revenue | $7,909,342 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,589,488 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,033,719 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $60,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $784,265 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,170,472 | PYOtherExpensesAmt |
| CY Other Expenses | $3,254,904 | CYOtherExpensesAmt |
| PY Total Expenses | $7,759,960 | PYTotalExpensesAmt |
| CY Total Expenses | $8,348,623 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,248,008 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$439,281 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,074,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,449,206 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,028,491 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $862,218 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,046,018 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,586,988 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Rooted in the heart of Indiana, Indiana Repertory Theatre is committed to building a vital, vibrant, and informed community through the transformational power of live theatre. The Indiana Repertory Theatre produces inclusive, top-quality, professional theatre and community programming to engage, surprise, challenge and entertain members of the whole community. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,466,081 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,728,232 | RevenueAmt |
| Desc | The Indiana Repertory Theatre has stood as an artistic institution in the state of Indiana for more than 50 years, a recognized leader in both inclusive artistry and fiscal responsibility. IRT's artistic and educational programming, ranging from theatrical classics to the most compelling new works, serves audiences from across the state, including school districts in more than 50 Indiana counties each year, an impact unequaled by our Indiana theatrical peers. IRT seeks to provide experiences that will engage, challenge, and entertain ALL of Indiana, a state composed of an ever-changing population of ethnicities, backgrounds, and cultures, all with rich histories and dynamic points of view. IRT provides this diverse population with a place where their stories can be presented and shared, where issues of social justice that center on culture and race can be explored. (Continued on Schedule O) | Desc |
| Total Program Service Expenses | $6,466,081 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 121 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 216 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suzanne Sweeney | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3179164810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 WEST WASHINGTON STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Andrew Michie | ||||||
| Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jill Lacy | ||||||
| Vice-Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Joy KleinMaier | ||||||
| Treasurer | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Julian Harrell | ||||||
| Secretary | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mark Shaffer | ||||||
| Past Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Amy Waggoner | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Ashley Garry | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Barath Raman | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Brenda Horn | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Brian Payne | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Brooke Dunn | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Carrie Hagovsky | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Darshan Shah | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Elisha Modisett Kemp | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Kathryn Beiser | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Kathy G Cabello | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Lauren James | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mary E Phillips | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Matt Jones | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Myra Selby | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Nicholas C Pappas | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Patricia Gamble-Moore | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Peter N Reist | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Rebecca Hutton | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Ricardo L Guimaraes | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Rita Patel | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Ron Gifford | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Sarah Jenkins | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Shelly Smith | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Tom Froehle | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Benjamin Hanna | ||||||
| Artistic Director | 40.0 | Yes (X) | $176,783 | $0 | $23,796 | |
| Suzanne C Sweeney | ||||||
| Managing Director | 40.0 | Yes (X) | $209,904 | $0 | $22,719 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $386,687 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $46,515 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $185,336 | FundraisingAmt |
| Government Grants | $64,000 | GovernmentGrantsAmt |
| All Other Contributions | $2,753,973 | AllOtherContributionsAmt |
| Noncash Contributions | $41,824 | NoncashContributionsAmt |
| Total Contributions | $3,003,309 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Ticket Sales | 711110 | $2,271,149 | $2,271,149 |
| Other Production Revenue | 711110 | $22,500 | $22,500 |
| Box Office Handling Fee | 711110 | $102,533 | $102,533 |
| Acting Classes and Education | 711110 | $74,064 | $74,064 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,470,246 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,284,415 | TotalRevenueColumnAmt |
| Exclusion | $1,284,415 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,202 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,202 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,202 | TotalRevenueColumnAmt |
| Exclusion | $21,202 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,254,678 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,829,962 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $424,716 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $424,716 | TotalRevenueColumnAmt |
| Exclusion | $424,716 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $55,185 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $185,336 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $38,456 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,729 | TotalRevenueColumnAmt |
| Exclusion | $16,729 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $11,312 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,134 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,178 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,178 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Concession Revenue | 900099 | $177,160 | $177,160 | |
| Program Advertising | 541800 | $5,600 | $5,600 | |
| COSTUME/PROP RENTAL | 900099 | $2,603 | $2,603 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $495,184 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70,045 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $425,139 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $680,547 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,909,342 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,728,232 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,600 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,172,201 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,428 | TotalAmt |
| Program Services | $195,204 | ProgramServicesAmt |
| Management And General | $149,790 | ManagementAndGeneralAmt |
| Fundraising | $76,434 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,788,220 | TotalAmt |
| Program Services | $3,093,343 | ProgramServicesAmt |
| Management And General | $311,550 | ManagementAndGeneralAmt |
| Fundraising | $383,327 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,842 | TotalAmt |
| Program Services | $184,221 | ProgramServicesAmt |
| Management And General | $11,274 | ManagementAndGeneralAmt |
| Fundraising | $3,347 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,029 | TotalAmt |
| Program Services | $261,794 | ProgramServicesAmt |
| Management And General | $49,051 | ManagementAndGeneralAmt |
| Fundraising | $30,184 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,200 | TotalAmt |
| Program Services | $221,886 | ProgramServicesAmt |
| Management And General | $34,899 | ManagementAndGeneralAmt |
| Fundraising | $27,415 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,667 | TotalAmt |
| Management And General | $13,667 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,183 | TotalAmt |
| Program Services | $53,357 | ProgramServicesAmt |
| Management And General | $81,321 | ManagementAndGeneralAmt |
| Fundraising | $4,505 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Fundraising | $60,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,080 | TotalAmt |
| Management And General | $106,080 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,408 | TotalAmt |
| Program Services | $570,507 | ProgramServicesAmt |
| Management And General | $121,900 | ManagementAndGeneralAmt |
| Fundraising | $21,001 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,154 | TotalAmt |
| Program Services | $230,612 | ProgramServicesAmt |
| Fundraising | $3,542 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,320 | TotalAmt |
| Program Services | $267,063 | ProgramServicesAmt |
| Management And General | $30,410 | ManagementAndGeneralAmt |
| Fundraising | $25,847 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,751 | TotalAmt |
| Program Services | $154,751 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $735,565 | TotalAmt |
| Program Services | $599,478 | ProgramServicesAmt |
| Management And General | $71,368 | ManagementAndGeneralAmt |
| Fundraising | $64,719 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,076 | TotalAmt |
| Program Services | $290,663 | ProgramServicesAmt |
| Management And General | $18,652 | ManagementAndGeneralAmt |
| Fundraising | $21,761 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,930 | TotalAmt |
| Program Services | $60,081 | ProgramServicesAmt |
| Management And General | $29,949 | ManagementAndGeneralAmt |
| Fundraising | $5,900 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Production Materials | $174,934 | $174,934 | ||
| Hospitality | $121,548 | $53,432 | $21,579 | $46,537 |
| Dues & Subscriptions | $59,025 | $32,357 | $25,321 | $1,347 |
| Auditions | $18,827 | $18,827 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,436 | TotalAmt |
| Program Services | $3,571 | ProgramServicesAmt |
| Management And General | $21,466 | ManagementAndGeneralAmt |
| Fundraising | $8,399 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,348,623 | TotalAmt |
| Program Services | $6,466,081 | ProgramServicesAmt |
| Management And General | $1,098,277 | ManagementAndGeneralAmt |
| Fundraising | $784,265 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,001 | BOYAmt |
| EOY | $4,001 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,590,986 | BOYAmt |
| EOY | $1,743,610 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,091,101 | BOYAmt |
| EOY | $2,094,396 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,677 | BOYAmt |
| EOY | $62,524 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,331 | BOYAmt |
| EOY | $44,334 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,736 | BOYAmt |
| EOY | $87,667 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,052,284 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,582,194 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,968,633 | BOYAmt |
| EOY | $2,470,090 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,576,207 | BOYAmt |
| EOY | $24,728,528 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,638,837 | BOYAmt |
| EOY | $12,214,056 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,074,509 | BOYAmt |
| EOY | $43,449,206 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,305 | BOYAmt |
| EOY | $99,495 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,186 | BOYAmt |
| EOY | $762,723 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,028,491 | BOYAmt |
| EOY | $862,218 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,252,645 | BOYAmt |
| EOY | $5,338,350 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,793,373 | BOYAmt |
| EOY | $37,248,638 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,046,018 | BOYAmt |
| EOY | $42,586,988 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,074,509 | BOYAmt |
| EOY | $43,449,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$439,281 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,673,415 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $306,836 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,887,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,517,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,621,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,915,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,003,309 | CurrentTaxYearAmt |
| Total | $22,944,686 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $109,578 | CurrentTaxYearAmt |
| Total | $521,807 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,986,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,619,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,725,748 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,022,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,112,887 | CurrentTaxYearAmt |
| Total | $23,466,493 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,006,585 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,459,908 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $331,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $927,658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $554,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $688,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,305,617 | CurrentTaxYearAmt |
| Total | $3,807,994 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,788 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,497 | CurrentTaxYearAmt |
| Total | $304,206 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,578,693 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,026,048 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70561 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74322 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - FUNDRAISING, COLUMN A - 42976.0, COLUMN B - 58936.0, COLUMN C - 72806.0, COLUMN D - 52225.0, COLUMN E - 55185.0, COLUMN F - 282128.0; DESCRIPTION - SALE OF INVENTORY, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 10203.0, COLUMN D - 563.0, COLUMN E - 11312.0, COLUMN F - 22078.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,217,049 | BeginningYearBalanceAmt |
| Contributions | $150,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,501,297 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,173,874 | OtherExpendituresAmt |
| Administrative Expenses | $106,080 | AdministrativeExpensesAmt |
| End Year Balance | $32,588,392 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,821,652 | BeginningYearBalanceAmt |
| Contributions | $3,723,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,891,545 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,125,869 | OtherExpendituresAmt |
| Administrative Expenses | $93,279 | AdministrativeExpensesAmt |
| End Year Balance | $30,217,049 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,663,811 | BeginningYearBalanceAmt |
| Contributions | $31,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,118,275 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $900,430 | OtherExpendituresAmt |
| Administrative Expenses | $91,004 | AdministrativeExpensesAmt |
| End Year Balance | $23,821,652 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,176,411 | BeginningYearBalanceAmt |
| Contributions | -$95 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,603,641 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $814,430 | OtherExpendituresAmt |
| Administrative Expenses | $94,434 | AdministrativeExpensesAmt |
| End Year Balance | $22,663,811 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,533,869 | BeginningYearBalanceAmt |
| Contributions | -$1,982 | ContributionsAmt |
| Investment Earnings Or Losses | $6,514,320 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $728,324 | OtherExpendituresAmt |
| Administrative Expenses | $141,472 | AdministrativeExpensesAmt |
| End Year Balance | $26,176,411 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.38 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,789,248 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,368,981 | DepreciationAmt |
| Book Value | $1,420,267 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,263,036 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,213,213 | DepreciationAmt |
| Book Value | $1,049,823 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,470,090 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial Interest in Assets Held by Others | Desc |
| Book Value | $12,214,056 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,214,056 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc |
|---|
| Federal Income Taxes |
| Grant Advance Liability |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,843,460 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,673,415 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $18,360 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $348,423 | OtherRevenueAmt |
| Revenue Not Reported | $2,040,198 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,803,262 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $106,080 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $106,080 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,909,342 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,302,490 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $18,360 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $41,587 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $59,947 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,242,543 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $106,080 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $106,080 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,348,623 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 Theatre did not incur any unrelated business income tax expense for the years ended June 30, 2025 and 2024. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Cost of Goods Sold - 3133 Special Event Expense - 38454 Change In Value of Beneficial Interest - 306836 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Cost of Goods Sold - 3133 Fund Raising Event - 38454 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steven Stolen | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3248 N Washington Blvd | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising Consultation | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $317,500 | GrossReceiptsAmt |
| Retained By Contractor | $60,000 | RetainedByContractorAmt |
| Net To Organization | $257,500 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $317,500 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $60,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $257,500 | TotalNetToOrganizationAmt |
| Licensed States | IN | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Radio Show | Event1Nm |
| Gross Receipts Event1 | $240,521 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $185,336 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $55,185 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $9,387 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $17,969 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $11,100 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $240,521 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $185,336 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $55,185 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $9,387 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $17,969 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,100 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,456 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,729 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Suzanne C Sweeney | ||||||||||||||
| Managing Director | $198,438 | $0 | $10,000 | $0 | $1,466 | $0 | $2,129 | $0 | $20,590 | $0 | $232,623 | $0 | $0 | $0 |
| Benjamin Hanna | ||||||||||||||
| Artistic Director | $176,504 | $0 | $0 | $0 | $279 | $0 | $1,814 | $0 | $21,982 | $0 | $200,579 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a Health or social club dues or initiation fees | FormAndLineReferenceDesc |
| Explanation | The IRT provides as a benefit to all full-time employees an allowance of up to $10 monthly towards a YMCA membership. The Artistic Director and Managing Director both participate in this program. This benefit was recorded as taxable to all employees. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $41,824 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a Continued from Part III | Moreover, the Theatre aims to do more than create a dynamic where these stories are passively viewed onstage - conversations must be held to show how these issues affect our community as a whole, and how action might be taken to find common ground and equitable social advancement. Rooted in the heart of Indiana, IRT is committed to building a vital, vibrant and informed community through the transformational power of live theatre. IRT produces inclusive, top-quality, professional theatre and community programming to engage, surprise, challenge and entertain members of the whole community. In fulfilling this mission, we have created a rich legacy of more than 300 classic and contemporary productions, ranging from Shakespeare to Shaw to August Wilson. The theatre also has a long-standing commitment to create and present new works, producing 34 world premieres (20 that we commissioned) and four American premieres. Since its founding in 1971, IRT has grown into one of the leading regional theatres in the country, with its national reputation confirmed by prestigious grants from the Joyce Foundation, the Lila Wallace-Reader's Digest Fund, the Theatre Communications Group-Pew Charitable Trusts, the Shubert Foundation, the Kresge Foundation, and multiple awards from the National Endowment for the Arts, totaling more than $640,000. IRT's 2024-25 season offered a wide assortment of programming, from literary classics to hit musicals of the modern age: the season began with two-time Tony Award winning musical THE 25TH ANNUAL PUTNAM COUNTY SPELLING BEE, in which a motley crew of wonderfully unique and impassioned young spellers each yearn to be the next county champion; the beloved CHARLES DICKENS' A CHRISTMAS CAROL, returned to shine a light on the power of kindness and love through one man's journey to redemption; KING JAMES, set during LeBron James' rookie season in Cleveland, offered a warm, surprising, touching comedy about friendship, loyalty, loss; NINA SIMONE: FOUR WOMEN poignantly showed how, in the depths of the Civil Rights struggle, the High Priestess of Soul used song as a means of expressing the nation's anguish-and resilience; A true American classic, THE GLASS MENAGERIE saw playwright Tennessee Williams probe the depths of inescapable memory while looking back at his own family with bittersweet tenderness; and finally, the intrepid thespians of the Cornley Drama Society were more or less ready to raise the curtain on the grandest production the village has ever seen, The Murder at Haversham Manor-until things went from bad to calamitous in THE PLAY THAT GOES WRONG. The Christel DeHaan Student Matinee Program at the IRT allows students of diverse backgrounds to see their lives and concerns brought to life by performers who look like them and represent the complex, multi-cultural world in which they live. The Theatre's successful history of over 40 years of student matinees has shaped generations of Hoosiers, with more than 1.25 million students having seen their first live play at the IRT. The 2024-25 Season saw a total of 20,518 students in attendance, the highest total since the pandemic. IRT's Cohen Education Fund, which offers ticketing underwriting for fiscally challenged students, provided schools $61,630 in support throughout the season, an increase of more than 16% from the previous year, with an average underwriting discount of $7.04 on the already low-priced student tickets. Community connections are strengthened through a range of collaborations, such as work with the Central Indiana Community Foundation and local universities; these relationships have been central to examining racial issues, gender roles, and more through community conversations and panel discussions connected to IRT productions. Additional work has forged relations with the Mayor's Office, Leadership Indianapolis, Women's Fund of Central Indiana, RISE Indy, and others. An effective partnership with Autism Society of Indiana was instrumental in the Theatre's expansion of services to audiences with differing sensory needs. IRT is an active partner in the Access Pass program, offering $5 tickets to families receiving financial assistance through the state. |
| 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.e 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 | Julian Harrell-Brooke Dunn - Business relationship, Julian Harrell-Tom Froehle - Business relationship, Brooke Dunn-Tom Froehle - Business relationship, Mark Shaffer-Matt Jones - 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 15a Process to establish compensation of 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 committee also reviewed other organizations' 990 filings and written contracts for other arts leaders. 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 2025. |
| 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 | Legal Settlment - Total Revenue: 425139, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 425139; Miscellaneous - Total Revenue: 70045, Related or Exempt Function Revenue: 70045, 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 - 306836; Total - 306836; |
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