HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC (EIN 521959289) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Phone

5409074446

Tax Period

2024-10-01 to 2025-09-30

HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC, founded in 1996, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.4M in total revenue in fiscal year 2017. Expenses of $1.2M left a modest 10% surplus.

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.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $847,262

Program Service Revenue $931,439

Investment Income $7,456

Other Revenue $15,027

TOTAL REVENUE $1,801,184

Expense Breakdown

Grants Paid $0

Salaries & Benefits $537,528

Fundraising Expenses $30,900

Program Expenses $1,787,803

Other Expenses $1,405,199

TOTAL EXPENSES $1,942,727

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,801,184	$1,655,936	+0.1%
Expenses	$1,942,727	$1,924,439	+0.0%
Net Income	$-141,543	$-268,503	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$115,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
DR PAMELA R FOX	SECRETARY	Officer Director	$0	$0	$0
BRUCE ROSENBLUM	CHAIR	Officer Director	$0	$0	$0
GEOFFREY MENIN	DIRECTOR	Director	$0	$0	$0
PENNIE ABRAMSON	DIRECTOR	Director	$0	$0	$0
DIANA ELY EPSTEIN	DIRECTOR	Director	$0	$0	$0
PETER KREEGER	DIRECTOR	Director	$0	$0	$0
GARY ABRAMSON	CHAIRMAN EMERITUS	Director	$0	$0	$0
BEVERLY J WHITE-SEALS	DIRECTOR	Director	$0	$0	$0
MARK BIEGEL	TREASURER	Officer Director	$0	$0	$0
KEITH HILL	DIRECTOR	Director	$0	$0	$0
LAURENCE M CAFRITZ	DIRECTOR	Director	$0	$0	$0
NEAL NAITO	DIRECTOR	Director	$0	$0	$0
SUSAN DUPREY	DIRECTOR	Director	$0	$0	$0
DR JIE SHEN	DIRECTOR	Director	$0	$0	$0
ROBIN MILLER	DIRECTOR	Director	$0	$0	$0
CLIFFORD GARSTANG	DIRECTOR	Director	$0	$0	$0
MICHELLE LIN	DIRECTOR	Director	$0	$0	$0
AMY TANG SETO	VICE CHAIR	Officer Director	$0	$0	$0
ROBERTA PIECZENIK PHD	DIRECTOR	Director	$0	$0	$0
BENJAMIN ROE	PRESIDENT & CEO	Officer Highest	$115,000	$0	$115,000

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,801,184	$1,942,727	$303,054	$-141,543
2024	$1,655,936	$1,924,439	$325,595	$-268,503
2023	$1,969,741	$2,009,762	$662,072	$-40,021
2021	$1,780,872	$1,314,479	$536,696	$466,393
2020	$882,923	$910,996	$143,021	$-28,073
2019	$1,555,316	$1,369,417	$155,467	$185,899
2018	$1,381,289	$1,242,856	$206,948	$138,433

HEIFETZ INTERNATIONAL MUSIC INSTITUTE INC