2024-05-14T18:02:24+00:00 2023-06-30 350921680 CROWE LLP 9600 Brownsboro Road Suite 400 Louisville KY 402413902 990 2022-07-01 351186290 Indiana Repertory Theatre Inc INDI 3176355277 140 W Washington St Indianapolis IN 46204 Suzanne Sweeney Managing Director 2024-05-14 true Suzanne Sweeney 999009999 Kim Scifres P01316095 5023263996 2022 2023-04-26 12:10:37Z Suzanne Sweeney 140 W Washington St Indianapolis IN 46204 9286902 false X www.irtlive .com X 1971 IN 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. 35 35 195 212 22722 0 5517369 4621450 1815617 2475860 1253685 738331 124246 281183 8710917 8116824 0 0 0 0 3800742 4739407 0 0 601377 2694482 3204498 6495224 7943905 2215693 172919 35725246 37155482 1309382 1061090 34415864 36094392 With the production of plays beginning 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 6367574 2715126 The Indiana Repertory Theatre has stood as an artistic institution in the state of Indiana for more than 50 years. Within an artistic landscape that has been significantly altered since the pandemic, the Theatre strives to continue as 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. 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 22-23 Season marked its 50th season providing live performances and community programming. The season offered seven full productions, including Jane Austen's SENSE AND SENSIBILITY adapted by Jessica Swale; THE CHINESE LADY, by Indianapolis native Lloyd Suh; CHARLES DICKENS' A CHRISTMAS CAROL, adapted by Tom Haas; FLYIN' WEST, by Pearl Cleage; OEDIPUS, written by Sophocles and adapted by David Daniel; and SHAKESPEARE'S WILL, by Vern Thiessen. The season closed with CLUE, based on the screenplay by Jonathan Lynn and written by Sandy Rustin; the figures from the beloved board game are suspects in this farce-meets-thriller adaptation, designed to bring mass audiences into celebration of IRT's legacy and community impact. This production was an enormous success, becoming the highest- grossing non-holiday show in IRT history. IRT productions seek to inspire patrons and utilize the Theatre as a platform that fosters discussions about art, issues, empathy, and equity. We find it crucial to expose audiences to diverse cultures and viewpoints, intentionally inviting and curating civil discourse, sometimes around difficult subjects. One of the most effective strategies that IRT has developed to increase service to the community, with a focus on Inclusion, Diversity, Equity, and Accessibility (IDEA), is the Theatre's expanding Community Ambassador Program. The goal of the program is to ensure that IRT is receiving feedback and guidance from a diverse group of community members about the art it makes. As a producer of culturally specific stories with artists of color celebrating and examining the experience of people of color, the Theatre has a responsibility to ensure that it is responding to and engaging with local communities rather than assuming value or authenticity of text and production. Ambassadors read the plays, respond in a group gathering, and share opportunities, strengths, connections, and potential conflicts within the community. In addition, the group helps to connect historically underrepresented communities to the work and ensure that Community Conversations are peopled with experts, activists, art makers, and local leaders who can speak to the play's connection to Indianapolis and the multiple segments of the population represented. 6367574 true true 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 false true false false false false false false false false true 100 0 true 195 true true true false false false false true true false false false false false false X 35 35 true false false false false false false true true false false true true true true true true false false false IN X Suzanne Sweeney 3179164810 140 WEST WASHINGTON STREET INDIANAPOLIS IN 46204 Andrew Michie Vice-Chair 1.0 X X 0 0 0 Jill Lacy Secretary 1.0 X X 0 0 0 Joy KleinMaier Treasurer 1.0 X X 0 0 0 Mark Shaffer Chair 1.0 X X 0 0 0 Nadine Givens Past Chair 1.0 X X 0 0 0 Alan Mills Board Member 1.0 X 0 0 0 Amy Waggoner Board Member 1.0 X 0 0 0 Ashley Garry Board Member 1.0 X 0 0 0 Brenda Horn Board Member 1.0 X 0 0 0 Brian Payne Board Member 1.0 X 0 0 0 Daniel Emerson Board Member 1.0 X 0 0 0 Darshan Shah Board Member 1.0 X 0 0 0 Elisha Modisett Kemp Board Member 1.0 X 0 0 0 Holt Hedrick Board Member 1.0 X 0 0 0 Julian Harrell Board Member 1.0 X 0 0 0 Kathryn Beiser Board Member 1.0 X 0 0 0 L Alan Whaley Board Member 1.0 X 0 0 0 Lauren James Board Member 1.0 X 0 0 0 Laurie Dippold Board Member 1.0 X 0 0 0 Michael D Moriarty Board Member 1.0 X 0 0 0 Michael Harrington Board Member 1.0 X 0 0 0 Michael N Heaton Board Member 1.0 X 0 0 0 Michael P Dinius Board Member 1.0 X 0 0 0 Myra Selby Board Member 1.0 X 0 0 0 Peter N Reist Board Member 1.0 X 0 0 0 Peter Racher Board Member 1.0 X 0 0 0 Rebecca Hutton Board Member 1.0 X 0 0 0 Ricardo L Guimaraes Board Member 1.0 X 0 0 0 Ron Gifford Board Member 1.0 X 0 0 0 Shelly Smith Board Member 1.0 X 0 0 0 Sue Smith Board Member 1.0 X 0 0 0 Susan Ringo Board Member 1.0 X 0 0 0 Tammara (Porter) Avant Board Member 1.0 X 0 0 0 Tom Froehle Board Member 1.0 X 0 0 0 Troy D Farmer Board Member 1.0 X 0 0 0 Janet Allen Artistic Director 40.0 X 199166 0 26482 Suzanne C Sweeney Managing Director 40.0 X 201852 0 12115 401018 0 38597 2 false true false 0 123760 137678 4360012 117642 4621450 Ticket Sales 711110 2260212 2260212 Other Production Revenue 711110 69000 69000 Box Office Handling Fee 711110 101464 101464 Acting Classes and Education 711110 45184 45184 0 0 0 0 2475860 545334 545334 8773 8773 0 8773 8773 1290488 1097491 192997 0 192997 192997 72806 123760 36505 36301 36301 10203 36082 -25879 -25879 Concession Revenue 900099 163663 163663 Program Advertising 541800 22722 22722 COSTUME/PROP RENTAL 900099 10642 10642 64961 64961 0 0 261988 8116824 2715126 22722 757526 0 0 0 0 0 0 0 0 417514 195479 149952 72083 199 199 3484517 2906948 292396 285173 210156 203275 4706 2175 343393 248903 71851 22639 283628 229197 34085 20346 6698 6698 139551 45925 76512 17114 91004 91004 792163 649877 127408 14878 238198 235582 2616 384332 330788 12696 40848 159157 159157 614436 550963 24723 38750 297693 261355 16771 19567 69686 47199 19073 3414 Production Materials 211684 211684 Dues & Subscriptions 41679 15171 25536 972 Hospitality 114979 49795 19113 46071 Training 21470 5400 1375 14695 21768 20677 1055 36 7943905 6367574 974954 601377 2950 3101 4821890 4162340 2475573 2660802 383785 446687 0 0 0 0 9812 43331 151313 124473 13614785 11904945 1834383 1709840 18305760 20137194 0 0 7739780 7867714 35725246 37155482 368128 177459 941254 883631 0 0 0 0 1309382 1061090 X 6812858 5572866 27603006 30521526 34415864 36094392 35725246 37155482 X 172919 1217504 288105 X false true X true false X 3852155 4620928 3887155 5517369 4621450 22499057 0 94489 96850 99272 101754 104298 496663 3946644 4717778 3986427 5619123 4725748 22995720 3801246 19194474 514247 384001 331855 927658 554107 2711868 0 0 0 0 0 0 93291 86333 43576 68761 105731 397692 26105280 11500281 0.7353 0.7665 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - PROGRAM ADVERTISING, COLUMN A - 40010.0, COLUMN B - 38715.0, COLUMN C - 600.0, COLUMN D - 9825.0, COLUMN E - 22722.0, COLUMN F - 111872.0; DESCRIPTION - FUNDRAISING, COLUMN A - 53281.0, COLUMN B - 47618.0, COLUMN C - 42976.0, COLUMN D - 58936.0, COLUMN E - 72806.0, COLUMN F - 275617.0; DESCRIPTION - SALE OF INVENTORY, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 10203.0, COLUMN F - 10203.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22663811 31000 2118275 900430 91004 23821652 26176411 -95 -2603641 0 814430 94434 22663811 20533869 -1982 6514320 0 728324 141472 26176411 20760387 100000 533270 0 759110 100678 20533869 18873209 1625109 1079483 0 716899 100515 20760387 0.0 0.92 0.08 true false 8859467 8105342 754125 4658552 3799603 858949 96766 96766 1709840 Beneficial Interest in Assets Held by Others 7867714 7867714 Grant Advance Liability 0 X 9631429 1217504 27413 360692 1605609 8025820 91004 0 91004 8116824 7952901 27413 72587 100000 7852901 91004 0 91004 7943905 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 incurred unrelated business income tax expense of $0 and $716 for the years ended June 30, 2023 and 2022. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Special Event Expense - 36505 Change in value of beneficial interest - 288105 Cost of Goods Sold - 36082 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Special Event Expense - 36505 Cost of Goods Sold - 36082 Radio Show 196566 123760 72806 9083 17148 10274 0 0 196566 123760 72806 9083 17148 10274 36505 36301 X true true X X false false false false false false false false false Janet Allen Artistic Director 172749 0 25000 0 1417 0 1909 0 24573 0 225648 0 0 0 Suzanne C Sweeney Managing Director 175445 0 25000 0 1407 0 2058 0 10057 0 213967 0 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees 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 is not currently considered taxable to the recipients. X 5 117642 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 1 ORGANIZATION'S MISSION (CONTINUED FROM PART III) The mission of the IRT is to produce top-quality, professional theatre and related activities, providing experiences that engage, surprise, challenge, and entertain people throughout their lifetimes, thereby helping to build a vital and vibrant community. Form 990, Part VI, Line 15a PROCESS USED TO ESTABLISH COMPENSATION FOR TOP MANAGEMENT OFFICIAL The Artistic Director and the Managing Director share the responsibility for the management of the company. Both positions report to and are supervised by the Board of Directors. The Board of Directors has authorized the creation of a governance committee of the board that has responsibility for: 1) setting the annual performance objectives of both the artistic director 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 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 2017. Because this process was not undertaken during the fiscal year ended June 30, 2022, this question has been answered "no" in accordance with the instructions to Form 990. 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 Rebecca Hutton-Jill Lacy - 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 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 Co-Production Income - Total Revenue: 48606, Related or Exempt Function Revenue: 48606, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Miscellaneous Income - Total Revenue: 16355, Related or Exempt Function Revenue: 16355, 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 - 288105;