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← AUDITORIUM THEATRE OF ROOSEVELT UNIVERSITY INC

Form 990 for tax year 2022

Filed by AUDITORIUM THEATRE OF ROOSEVELT UNIVERSITY INC.

Totals

Total revenue
$11,614,342
Total expenses
$14,131,891
Contributions and grants received
$2,295,966
Grants paid
$0
Program service revenue
$8,775,971
Investment income
$275,151
Other revenue
$267,254
Total assets, end of year
$12,453,858
Total liabilities, end of year
$6,066,722
Net assets or fund balances, end of year
$6,387,136
Program services expenses (Part IX)
$12,429,956
Management and general expenses
$1,232,566
Fundraising expenses
$469,369
Program service expenses (Part III)
$12,429,956

Program services were 88.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $118,574

  • 1d · Related organizations

    $4,000

  • 1e · Government grants (contributions)

    $438,215

  • 1f · All other contributions, gifts and grants

    $1,735,177

  • 1g · Noncash contributions included above

    $409,187

  • 2a · Program service revenue: PRESENTATIONS

    total $6,878,348 · related or exempt $6,878,348 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: FACILITY AND TICKET FEES

    total $1,243,984 · related or exempt $1,243,984 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: USAGE FEES

    total $342,689 · related or exempt $342,689 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: CONTRACTUAL AGREEMENTS

    total $300,000 · related or exempt $300,000 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: EDUCATION PROGRAMS

    total $10,950 · related or exempt $10,950 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $175,947 · related or exempt $0 · unrelated business $0 · excluded $175,947

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $1,574,492 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $1,475,288 · other assets $0

  • 7c · Gain or loss

    securities $99,204 · other assets $0

  • 7d · Net gain or loss

    total $99,204 · related or exempt $0 · unrelated business $0 · excluded $99,204

  • 8a · Fundraising events: gross income

    $108,453

  • 8a · Fundraising events: contributions included on line 1c

    $118,574

  • 8b · Fundraising events: direct expenses

    $178,826

  • 8c · Net income from fundraising events

    total -$70,373 · unrelated business $0 · excluded -$70,373

  • 9a · Gaming: gross income

    $2,610

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $2,610 · related or exempt $0 · unrelated business $0 · excluded $2,610

  • 10a · Gross sales of inventory

    $780,754

  • 10b · Cost of goods sold

    $448,075

  • 10c · Net income from sales of inventory

    total $332,679 · related or exempt $0 · unrelated business $0 · excluded $332,679

  • 11a · Other revenue: Miscellaneous

    total $2,338 · related or exempt $0 · unrelated business $0 · excluded $2,338

  • 11b · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11c · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $2,338

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $791,057 · program services $390,917 · management and general $201,489 · fundraising $198,651

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $3,248,763 · program services $2,532,697 · management and general $541,545 · fundraising $174,521

  • 8 · Pension plan contributions

    total $225,347 · program services $188,703 · management and general $31,874 · fundraising $4,770

  • 9 · Other employee benefits

    total $501,447 · program services $446,176 · management and general $41,262 · fundraising $14,009

  • 10 · Payroll taxes

    total $310,687 · program services $247,092 · management and general $40,490 · fundraising $23,105

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $174,983 · program services $0 · management and general $174,983 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $3,058 · program services $0 · management and general $3,058 · fundraising $0

  • 11g · Fees: other

    total $2,223,120 · program services $2,202,326 · management and general $19,000 · fundraising $1,794

  • 12 · Advertising and promotion

    total $471,471 · program services $470,910 · management and general $325 · fundraising $236

  • 13 · Office expenses

    total $312,887 · program services $263,244 · management and general $48,079 · fundraising $1,564

  • 14 · Information technology

    total $168,805 · program services $115,372 · management and general $48,307 · fundraising $5,126

  • 15 · Royalties

    total $16,851 · program services $16,851 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $658,298 · program services $658,298 · management and general $0 · fundraising $0

  • 17 · Travel

    total $16,486 · program services $9,354 · management and general $5,235 · fundraising $1,897

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $470 · management and general $470 · fundraising $0

  • 20 · Interest

    total -$5,482 · program services $655 · management and general -$6,137 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $334,382 · program services $334,382 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $330,273 · program services $284,392 · management and general $45,881 · fundraising $0

  • 24a · Other expenses: PRODUCTION REIMBURSEMENT AND TICKET SALES NET

    total $2,627,076 · program services $2,627,076 · management and general $0 · fundraising $0

  • 24b · Other expenses: THEATRE AND EDUCATION OPERATIONS

    total $1,486,426 · program services $1,453,228 · management and general $27,549 · fundraising $5,649

  • 24c · Other expenses: MARKETING

    total $134,996 · program services $113,295 · management and general $0 · fundraising $21,701

  • 24d · Other expenses: DUES/PERMITS/OTHER

    total $87,567 · program services $68,446 · management and general $8,411 · fundraising $10,710

  • 24e · All other expenses

    total $12,923 · program services $6,542 · management and general $745 · fundraising $5,636

  • 26 · Joint costs (an allocation of the lines above)

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,874,687 · end of year $1,249,720

  • 2 · Savings and temporary cash investments

    beginning of year $5,389,089 · end of year $4,027,562

  • 3 · Pledges and grants receivable

    beginning of year $288,990 · end of year $488,494

  • 4 · Accounts receivable

    beginning of year $186,544 · end of year $258,024

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $96,467 · end of year $55,780

  • 9 · Prepaid expenses and deferred charges

    beginning of year $476,517 · end of year $721,516

  • 10a · Land, buildings and equipment: cost or other basis

    $5,146,257

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,066,712

  • 10c · Land, buildings and equipment, net

    beginning of year $2,872,399 · end of year $4,079,545

  • 11 · Investments: publicly traded securities

    beginning of year $1,474,489 · end of year $1,552,838

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $184,055 · end of year $20,379

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,717,032 · end of year $1,146,997

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,753,700 · end of year $4,787,226

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $446,744 · end of year $132,499

  • 27 · Net assets without donor restrictions

    beginning of year $7,928,003 · end of year $5,318,893

  • 28 · Net assets with donor restrictions

    beginning of year $997,758 · end of year $1,068,243

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

The Auditorium Theatre of Roosevelt University, an Illinois not-for-profit corporation, is committed to presenting the finest in international, cultural, community and educational programming to Chicago and to the continued restoration and preservation of the National Historic Landmark Auditorium Theatre.

  • For nearly 135 years, the Auditorium Theatre has evolved, each decade ushering in a new challenge, and a new voice. From the operatic glory of our inception to the rock-and-roll concerts of the 1960s and 70s, from a setting for the world's most legendary musicals to the greatest ballets, the Auditorium Theatre has adapted and grown, but we have always remained dedicated to providing the highest quality of artistic experiences while preserving the storied principles upon which we were founded. From the sweeping arches to the stage itself, the breadth of talent to grace the theatre is astounding. Former Presidents Theodore Roosevelt and William McKinley gave speeches where, years later, incandescent musicians such as Jimi Hendrix, The Doors, Aretha Franklin, and Elton John performed. Stevie Wonder and Ray Charles captivated audiences in the same space where Les Miserables and Phantom of the Opera once played to sold-out crowds. Whether Frank Sinatra or Itzhak Perlman, The Beach Boys or Booker T. Washington, we are proud of all those who have visited our stage, but we are always focused on improving and enhancing the quality of our lineup-for a Landmark Theatre in one of the world's greatest cities, nothing else will suffice. Our programming continues to evolve. The Auditorium's presented season annually features an eclectic mix that ranges from classical ballet to contemporary dance, and our kinetic, self-produced musical experience, "Too Hot to Handel: The Jazz-Gospel Messiah," combines dynamic jazz improvisation with a beloved classical music composition. This production also showcases dozens of local musicians, a volunteer choir, and three exceptional soloists, who collectively create a true community experience. Thus, while we are committed to presenting unparalleled national and international companies, we are ever mindful of the diversity of the landscape the surrounds us. We actively pursue artistic groups that showcase local talent and embrace diversity, multiculturalism, and equity. We remain profoundly dedicated to principles of inclusion and continuously search for new avenues to express these crucial ideals. The Auditorium's enrichment experiences constitute an equally integral area of focus. Programs such as "Hearts to Art," a summer arts camp for children who have experienced the death of a parent, are crucial to using music, dance, theatre, and creative play as a conduit for growth, guidance and healing. Similarly, our innovative ArtsXChange professional development opportunity provides educators with tools for teaching arts education to their students. Additional engagement efforts such as our Admit One program, provides community groups that have limited resources and minimal access to the arts with opportunities to experience world-class performances, and our master classes help students from throughout the Chicago area engage the arts on a deeper level and illustrate that our dedication to our patrons extends beyond the stage and into our communities. At the center of our mission is the commitment to the ongoing restoration and preservation of our National Historic Landmark. We have recently taken significant steps to ensure the success of our preservation goals, which include expanding public access to the stories of innovation, excellence, and diversity that intersect with the tremendous legacy of the Auditorium Theatre.

    Expenses $12,429,956 · Revenue $8,775,971

As filed on the 2022 return.

Listed in Part VII

  • Bruce Crown

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Kevin Hoecker

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Patti Eylar

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Richard Regan

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $378,853
    From this org
    $300,916
    From related orgs
    $0
    Other
    $77,937
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $300,916
    Bonus
    $0
    Other
    $0
    Deferred
    $44,702
    Nontaxable benefits
    $33,235
    Filer's total
    $378,853

  • Roderick K Hawkins

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Thomas R Baryl

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    10

  • Ali R Malekzadeh

    DIRECTOR

    Total calculated
    $805,287
    From this org
    $0
    From related orgs
    $725,636
    Other
    $79,651
    Hours/week
    1 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $480,378 related
    Bonus
    $0 + $184,105 related
    Other
    $0 + $61,153 related
    Deferred
    $0 + $69,441 related
    Nontaxable benefits
    $0 + $10,210 related
    Filer's total
    $0 + $805,287 related

  • Anne O Nash

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Annette Cm Guzman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Arlene Regnerus

    DIRECTOR

    Total calculated
    $283,619
    From this org
    $0
    From related orgs
    $260,458
    Other
    $23,161
    Hours/week
    1 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,482 related
    Bonus
    $0 + $12,500 related
    Other
    $0 + $476 related
    Deferred
    $0 + $13,347 related
    Nontaxable benefits
    $0 + $9,814 related
    Filer's total
    $0 + $283,619 related

  • Charles R Gardner

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Chris Schuba

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David D Hiller

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Edward S Weil III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Helen Melchoir

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joan Colmar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Kaufman

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Katherine Lin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Hampton

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Kristina Blaschek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kyong Mee Choi

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Leah Edwards

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Leroy Nix

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marlena Peleo-Lazar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matt McNicholas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Megan Morton

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Melvin L Katten

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mike Aden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nicole Hayes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Gordon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Seymour Taxman

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Tremaine Atkinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Trudi Gentry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Vish

    CHIEF MARKETING OFFICER - PARTIAL YEAR

    Total calculated
    $94,502
    From this org
    $87,414
    From related orgs
    $0
    Other
    $7,088
    Hours/week
    38

  • Judie Moore Green

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $198,651
    From this org
    $162,118
    From related orgs
    $0
    Other
    $36,533
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $159,893
    Bonus
    $0
    Other
    $2,225
    Deferred
    $12,198
    Nontaxable benefits
    $24,335
    Filer's total
    $198,651

  • Rachel Freund

    CHIEF FINANCIAL OFFICER

    Total calculated
    $213,553
    From this org
    $169,942
    From related orgs
    $0
    Other
    $43,611
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $169,942
    Bonus
    $0
    Other
    $0
    Deferred
    $14,402
    Nontaxable benefits
    $29,209
    Filer's total
    $213,553

  • Juliet Trieloff

    GENERAL MANAGER

    Total calculated
    $109,014
    From this org
    $105,472
    From related orgs
    $0
    Other
    $3,542
    Hours/week
    38

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
The Executive Compensation Committee (The "Committee") of the Board of Trustees of Roosevelt University, a related organization and sole corporate member, reviews and approves the cash and non-cash compensation policies and programs and major changes in the organization's benefit plan that are applicable to the Chief Executive Officer of the Auditorium Theatre.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
BOARD MEMBER AND PRESIDENT OF ROOSEVELT UNIVERSITY, A RELATED ORGANIZATION, HAS DEFERRED COMPENSATION ARRANGEMENTS PER HIS CONTRACT. $45,000 WAS DEFERRED AND $0 WAS DISTRIBUTED THIS TAX YEAR.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
8 July 2024
IRS schema version
2022v5.0
Source object
202401909349301035

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