2025-08-13T10:54:57-05:00 2024-09-30 540504608 BROWN EDWARDS & COMPANY LLP 3906 ELECTRIC ROAD ROANOKE VA 24018 990 2023-10-01 521959289 HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC HEIF 5409074446 11 S NEW STREET STAUNTON VA 24401 BENJAMIN ROE PRESIDENT & CEO 5409074446 2025-08-11 1 0 EVAN ROSS P01786214 5403450936 2025-07-29 2023 2025-03-06 01:10:19Z BENJAMIN ROE 11 S NEW STREET STAUNTON VA 24401 1655936 0 X N/A X 1996 VA THE MISSION OF THE HEIFETZ INSTITUTE IS TO DEVELOP THE EXPRESSIVE POTENTIAL OF EVERY PERFORMER. THROUGH INNOVATIVE PERFORMANCE AND COMMUNICATION TRAINING, THE INSTITUTE TRAINS MUSICIANS TO REDEFINE THE CONCERT EXPERIENCE BY CONVEYING THE EMOTION OF THEIR MUSIC AND EXPLORING THEIR CREATIVE POTENTIAL. THE UNDERLYING PHILOSOPHY IS THAT ARTISTS EXPRESS THEIR INDIVIDUALITY NOT ONLY THROUGH TECHNICALLY ROBUST MUSIC-MAKING, BUT ALSO THROUGH EMOTIONAL AND PHYSICAL ENGAGEMENT WITH THE MUSIC THEY PLAY. 20 20 42 0 0 0 1020463 692022 945318 948174 3934 15740 26 0 1969741 1655936 0 0 0 0 492976 494727 0 0 0 1516786 1429712 2009762 1924439 -40021 -268503 662072 325595 243392 202046 418680 123549 X THE MISSION OF THE HEIFETZ INSTITUTE IS TO DEVELOP THE EXPRESSIVE POTENTIAL OF EVERY PERFORMER. THROUGH INNOVATIVE PERFORMANCE AND COMMUNICATION TRAINING, THE INSTITUTE TRAINS MUSICIANS TO REDEFINE THE CONCERT EXPERIENCE BY CONVEYING THE EMOTION OF THEIR MUSIC AND EXPLORING THEIR CREATIVE POTENTIAL. THE UNDERLYING PHILOSOPHY IS THAT ARTISTS EXPRESS THEIR INDIVIDUALITY NOT ONLY THROUGH TECHNICALLY ROBUST MUSIC-MAKING, BUT ALSO THROUGH EMOTIONAL AND PHYSICAL ENGAGEMENT WITH THE MUSIC THEY PLAY. 0 0 1798297 963914 STUDENT EDUCATION IN MUSIC AND THE PERFORMING ARTS. 1798297 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 95 0 1 42 1 0 0 0 0 0 0 0 0 0 0 X 20 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X THE ORGANIZATION 5409074446 11 S NEW STREET STAUNTON VA 24401 DR PAMELA R FOX DIRECTOR 0.00 1.00 X 0 0 0 BRUCE ROSENBLUM CHAIR 0.00 5.00 X X 0 0 0 GEOFFREY MENIN SECRETARY 0.00 1.00 X X 0 0 0 ROBERTA PIECZENIK PHD DIRECTOR 0.00 1.00 X 0 0 0 PENNIE ABRAMSON DIRECTOR 0.00 1.00 X 0 0 0 DIANA ELY EPSTEIN DIRECTOR 0.00 1.00 X 0 0 0 PETER KREEGER DIRECTOR 0.00 1.00 X 0 0 0 GARY ABRAMSON DIRECTOR/PAST PRESIDENT 0.00 1.00 X 0 0 0 BEVERLY J WHITE-SEALS DIRECTOR 0.00 1.00 X 0 0 0 ANNIE SIMONIAN TOTAH DIRECTOR 0.00 1.00 X 0 0 0 MARK BIEGEL TREASURER 0.00 1.00 X X 0 0 0 KEITH HILL DIRECTOR 0.00 1.00 X 0 0 0 LAURENCE M CAFRITZ DIRECTOR 0.00 1.00 X 0 0 0 NEAL NAITO DIRECTOR 0.00 1.00 X 0 0 0 DAVID WOLOWITZ DIRECTOR 0.00 1.00 X 0 0 0 JOSEPH ORLICK VICE-CHAIR 0.00 5.00 X X 0 0 0 SUSAN DUPREY DIRECTOR 0.00 1.00 X 0 0 0 DR JIE SHEN DIRECTOR 0.00 1.00 X 0 0 0 ROBIN MILLER DIRECTOR 0.00 1.00 X 0 0 0 AMY TANG SETO DIRECTOR 0.00 1.00 X 0 0 0 BENJAMIN ROE PRESIDENT & CEO 1.00 40.00 X 115000 0 2635 115000 0 2635 1 0 0 0 0 692022 214014 692022 STUDENT FEES 900099 809348 809348 CONCERT INCOME 900099 92765 92765 RETAIL SALES 900099 33146 33146 OTHER INCOME 900099 12915 12915 948174 15740 15740 1655936 963914 0 0 115000 115000 307751 265476 42275 44450 40005 4445 27526 24773 2753 12228 6480 5748 131463 131463 45266 45266 19811 17830 1981 19463 17517 1946 7262 6391 871 6557 6557 24251 18188 6063 12159 7782 4377 SUMMER PROGRAM 647060 647060 UTILITIES 211465 211465 SUPPLIES 206145 181408 24737 SPECIAL EVENTS 37458 37458 49124 24735 24389 1924439 1798297 126142 0 384939 147723 31000 27447 6749 14137 0 7189 252078 158059 93870 94019 111136 10775 34378 24305 662072 325595 34285 22080 150000 158109 59107 21857 243392 202046 X 418680 123549 418680 123549 662072 325595 -268503 -26628 0 X X 0 1 X 1 0 X 523663 1060373 809791 1020463 692022 4106312 322248 583332 703753 845968 935259 3390560 845911 1643705 1513544 1866431 1627281 7496872 0 0 0 7496872 82 83 432 3934 15740 20271 82 83 432 3934 15740 20271 34272 22011 59845 99350 12915 228393 880265 1665799 1573821 1969715 1655936 7745536 0.96790 0.96230 0.00260 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 252078 158059 94019 94019 DEPOSITS 2448 RIGHT-OF-USE ASSET 21857 24305 LEASE LIABILITY 21857 21857 1655936 0 1655936 0 1655936 1924439 0 1924439 0 1924439 0 0 0 0 0 0 0 0 0 BENJAMIN ROE PRESIDENT & CEO 115000 0 0 0 0 0 0 0 2635 0 117635 0 0 0 X 6 125947 MARKET VALUE X MISCELLANEOUS 48 88067 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 2 MEMBERS OF THE BOARD OF DIRECTORS ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B 990 REVIEWED BY MANAGEMENT AND FINANCE COMMITTEE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORED AND ENFORCED BY SENIOR STAFF AND BOARD. FORM 990, PART VI, SECTION B, LINE 15 USE OF COMPARABILITY DATA AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE.