Nonprofit · EIN 52-1959289
HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC
Tax-exempt · STAUNTON, VA 24401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,801,184 | $1,942,727 | -$141,543 | $303,054 | $288,797 | $14,257 |
| September 30, 2024 | 990 | $1,655,936 | $1,924,439 | -$268,503 | $325,595 | $202,046 | $123,549 |
| September 30, 2023 | 990 | $1,969,741 | $2,009,762 | -$40,021 | $662,072 | $243,392 | $418,680 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $847,262
- of which government grants
- $59,139
- Program service revenue
- $931,439
- Investment income
- $7,456
- Net income from sales of inventory
- $15,027
- Other revenue
- $15,027
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $115,000
- Other salaries and wages
- $325,997
- Salaries, compensation and benefits (total)
- $537,528
- Professional fundraising fees
- $0
- Occupancy
- $21,885
- Travel
- $9,693
- Depreciation
- $25,764
- Program services (functional)
- $1,787,803
- Management and general (functional)
- $124,024
- Fundraising (functional)
- $30,900
Balance sheet and other
- Total assets, start of year
- $325,595
- Total assets, end of year
- $303,054
- Total liabilities, end of year
- $288,797
- Net assets, end of year
- $14,257
- Land, buildings and equipment
- $157,255
- Net assets without donor restrictions
- $14,257
- Gross receipts
- $1,815,544
- Employees
- 42
- Volunteers
- 0
- Year formed
- 1996
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENJAMIN ROE | PRESIDENT & CEO Officer, Highest-paid employee | 0 | $115,000 |
| DR PAMELA R FOX | SECRETARY Trustee or director, Officer | 0 | $0 |
| BRUCE ROSENBLUM | CHAIR Trustee or director, Officer | 0 | $0 |
| GEOFFREY MENIN | DIRECTOR Trustee or director | 0 | $0 |
| PENNIE ABRAMSON | DIRECTOR Trustee or director | 0 | $0 |
| DIANA ELY EPSTEIN | DIRECTOR Trustee or director | 0 | $0 |
| PETER KREEGER | DIRECTOR Trustee or director | 0 | $0 |
| GARY ABRAMSON | CHAIRMAN EMERITUS Trustee or director | 0 | $0 |
| BEVERLY J WHITE-SEALS | DIRECTOR Trustee or director | 0 | $0 |
| MARK BIEGEL | TREASURER Trustee or director, Officer | 0 | $0 |
| KEITH HILL | DIRECTOR Trustee or director | 0 | $0 |
| LAURENCE M CAFRITZ | DIRECTOR Trustee or director | 0 | $0 |
| NEAL NAITO | DIRECTOR Trustee or director | 0 | $0 |
| SUSAN DUPREY | DIRECTOR Trustee or director | 0 | $0 |
| DR JIE SHEN | DIRECTOR Trustee or director | 0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBIN MILLER | DIRECTOR Trustee or director | 0 | $0 |
| CLIFFORD GARSTANG | DIRECTOR Trustee or director | 0 | $0 |
| MICHELLE LIN | DIRECTOR Trustee or director | 0 | $0 |
| AMY TANG SETO | VICE CHAIR Trustee or director, Officer | 0 | $0 |
| ROBERTA PIECZENIK PHD | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended September 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BENJAMIN ROE | PRESIDENT & CEO Officer | 1 | $115,000 | $2,635 |
| DR PAMELA R FOX | DIRECTOR Trustee or director | 0 | $0 | $0 |
| BRUCE ROSENBLUM | CHAIR Trustee or director, Officer | 0 | $0 | $0 |
| GEOFFREY MENIN | SECRETARY Trustee or director, Officer | 0 | $0 | $0 |
| ROBERTA PIECZENIK PHD | DIRECTOR Trustee or director | 0 | $0 | $0 |
| PENNIE ABRAMSON | DIRECTOR Trustee or director | 0 | $0 | $0 |
| DIANA ELY EPSTEIN | DIRECTOR Trustee or director | 0 | $0 | $0 |
| PETER KREEGER | DIRECTOR Trustee or director | 0 | $0 | $0 |
| GARY ABRAMSON | DIRECTOR/PAST PRESIDENT Trustee or director | 0 | $0 | $0 |
| BEVERLY J WHITE-SEALS | DIRECTOR Trustee or director | 0 | $0 | $0 |
| ANNIE SIMONIAN TOTAH | DIRECTOR Trustee or director | 0 | $0 | $0 |
| MARK BIEGEL | TREASURER Trustee or director, Officer | 0 | $0 | $0 |
| KEITH HILL | DIRECTOR Trustee or director | 0 | $0 | $0 |
| LAURENCE M CAFRITZ | DIRECTOR Trustee or director | 0 | $0 | $0 |
| NEAL NAITO | DIRECTOR Trustee or director | 0 | $0 | $0 |
| DAVID WOLOWITZ | DIRECTOR Trustee or director | 0 | $0 | $0 |
| JOSEPH ORLICK | VICE-CHAIR Trustee or director, Officer | 0 | $0 | $0 |
| SUSAN DUPREY | DIRECTOR Trustee or director | 0 | $0 | $0 |
| DR JIE SHEN | DIRECTOR Trustee or director | 0 | $0 | $0 |
| ROBIN MILLER | DIRECTOR Trustee or director | 0 | $0 | $0 |
| AMY TANG SETO | DIRECTOR Trustee or director | 0 | $0 | $0 |
990 for the year ended September 30, 2023: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENJAMIN ROE | PRESIDENT & CEO Highest-paid employee | 40 | $156,668 |
| CHINN-HORNG NANETTE CHEN | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE ROSENBLUM | CHAIR Trustee or director, Officer | 5 | $0 |
| GEOFFREY MENIN | SECRETARY Trustee or director, Officer | 1 | $0 |
| ROBERTA PIECZENIK PHD | DIRECTOR Trustee or director | 1 | $0 |
| PENNIE ABRAMSON | DIRECTOR Trustee or director | 1 | $0 |
| DIANA ELY EPSTEIN | DIRECTOR Trustee or director | 1 | $0 |
| PETER KREEGER | DIRECTOR Trustee or director | 1 | $0 |
| GARY ABRAMSON | DIRECTOR/PAST PRESIDENT Trustee or director | 1 | $0 |
| BEVERLY J WHITE-SEALS | DIRECTOR Trustee or director | 1 | $0 |
| ANNIE SIMONIAN TOTAH | DIRECTOR Trustee or director | 1 | $0 |
| MARK BIEGEL | TREASURER Trustee or director, Officer | 1 | $0 |
| ROBERT BRAUN MD | DIRECTOR Trustee or director | 1 | $0 |
| LAURENCE M CAFRITZ | DIRECTOR Trustee or director | 1 | $0 |
| NEAL NAITO | DIRECTOR Trustee or director | 1 | $0 |
| DAVID WOLOWITZ | DIRECTOR Trustee or director | 1 | $0 |
| JOSEPH ORLICK | VICE-CHAIR Trustee or director, Officer | 5 | $0 |
| SUSAN DUPREY | DIRECTOR Trustee or director | 1 | $0 |
| DEBORAH LEONARD KOSITS | DIRECTOR Trustee or director | 1 | $0 |
| ROBIN MILLER | DIRECTOR Trustee or director | 1 | $0 |
| AMY TANG SETO | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 11 S NEW ST, STAUNTON, VA 24401-4309
- In care of
- % BENJAMIN K ROE
- Principal officer (990 for 2024)
- BENJAMIN ROE, 11 S NEW STREET, STAUNTON, VA 24401
- Signed the 990
- BENJAMIN ROE, PRESIDENT/CEO
- Phone
- (540) 907-4446
- Return prepared by
- JOHN L MATHERLY CPA
Mission
THE MISSION OF HEIFETZ IS TO DEVELOP THE EXPRESSIVE POTENTIAL OF PERFORMERS THROUGH INNOVATIVE PERFORMANCE & COMMUNICATION TRAINING. THE INSTITUTE TRAINS MUSICIANS TO REDEFINE THE CONCERT EXPERIENCE BY CONVEYING THE EMOTION OF THEIR MUSIC AND EXPLORING THEIR CREATIVE POTENTIAL.
Program accomplishments
- STUDENT EDUCATION IN MUSIC AND THE PERFORMING ARTS.Expenses $1,787,803 · revenue $923,614
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 52-1959289
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A6E0)
- Assets (IRS master file)
- $303,054
- Income (IRS master file)
- $1,815,544
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,801,184 | $1,942,727 | $303,054 | XML |
| 990 | September 2024 | $1,655,936 | $1,924,439 | $325,595 | XML |
| 990 | September 2023 | $1,969,741 | $2,009,762 | $662,072 | XML |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1959289).
Questions about HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC
- What is the EIN of HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC?
- The employer identification number (EIN) of HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC is 52-1959289.
- Is HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC?
- The 990 for the year ended September 30, 2025 names BENJAMIN ROE.
- Who are the officers and directors of HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC?
- The 990 for the year ended September 30, 2025 lists 20 people; 1 received compensation from the organization, the highest $115,000 (BENJAMIN ROE, PRESIDENT & CEO).
- How much revenue does HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,801,184, expenses of $1,942,727 and total assets of $303,054 at year end.
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