KLEZMER INSTITUTE INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KLEZMER INSTITUTE INC (EIN 83-2011740)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-06-23
- IRS object ID
- 202511749349200861
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-23T07:37:51-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 852992024 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shoreline Tax and Bookkeeping Services LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 Old Post Rd | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832011740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLEZMER INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KLEZ | BusinessNameControlTxt |
| Phone | 2039093318 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1175 | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA CROWDER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2039093318 | PhoneNum |
| Signature | 2025-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deborah DeRusha | PreparerPersonNm |
| PTIN | P01618199 | PTIN |
| Phone | 8605524843 | PhoneNum |
| Preparation | 2025-06-23 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | HTTPS://KLEZMERINSTITUTE.ORG/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $85,612 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $77,120 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $8,387 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $105 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $85,612 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $43,539 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $42,748 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $529 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $7,826 | OtherExpensesTotalAmt |
| Total Expenses | $94,642 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$9,030 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $33,365 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $2,416 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $26,751 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,640 | BOYAmt |
| EOY | $26,751 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,640 | BOYAmt |
| EOY | $26,751 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,275 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,365 | BOYAmt |
| EOY | $26,751 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | KLEZMER INSTITUTE INC. IS ORGANIZED EXCLUSIVELY FOR EDUCATIONAL PURPOSES, MORE SPECIFICALLY TO PROMOTE RESEARCH, EDUCATION AND PERFORMANCE OF ASHKENAZIC JEWISH EXPRESSIVE CULTURE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| THE KLEZMER ARCHIVE PROJECT RECEIVED AN NEH DHAG GRANT FOR 2023-2025FOR PROTOTYPING AND TESTING DEVELOPMENT FOR THE KLEZMER ARCHIVE PROJECT,(CONTINUED ON SCHEDULE O) | $0 | $17,535 |
| THE KISELGOF-MAKONOVETSKY DIGITAL MANUSCRIPT PROJECT (KMDMP) IS AN ONGOING EFFORT TO DIGITALLY NOTATE AND TRANSLATE MUSIC AND TEXT FOUND IN FACSIMILES OF A (CONTINUED ON SCHEDULE O) | $0 | $0 |
| KMDMP SCHOLARLY EDITIONS PROJECT. THIS PROJECT WAS AWARDED AN NEH SCHOLARLY TRANSLATIONS GRANT FOR 2021-2024. THE PROJECT IS PLANNING A(CONTINUED ON SCHEDULE O) | $0 | $25,324 |
| TRAMPLED MANUSCRIPTS CONCERTS AND VISITING ARTIST RESIDENCIES FURTHER THE WORK OF THE KISELGOF-MAKONOVETSKY DIGITAL MANUSCRIPT PROJECT (KMDMP) BY BRINGING MUSIC, SONG, AND DANCE TO COMMUNITIES AROUND NORTH AMERICA AND EUROPE. CONCERTS, WORKSHOPS, AND OTHER PROGRAMMING BRING LOCAL MUSICIANS TOGETHER, AND INVITE MEMBERS OF THE PUBLIC TO PARTICIPATE IN THE PRACTICE AND PERFORMANCE OF ASHKENAZIC JEWISH HERITAGE AND CULTURE THAT REFERENCES THE PAST BUT IS GROUNDED IN CONTEMPORARY PRACTICE AND TEACHING METHODS. CONCERTS, WORKSHOPS, AND RESIDENCIES IN 2023 REACHED ABOUT 500 PEOPLE BETWEEN WORKSHOP PARTICIPANTS, PERFORMING MUSICIANS, AND AUDIENCES. | $0 | $5,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $48,764 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| WALTER ZEV FELDMAN | ||||
| PRESIDENT, ACADEMIC DIRECTOR | 2.00 | $5,550 | $0 | $0 |
| CHRISTINA CROWDER | ||||
| SECRETARY, EXECUTIVE DIRECTOR | 25.00 | $19,389 | $0 | $0 |
| CLARA BYOM | ||||
| TREASURER, DEVELOPMENT DIRECTOR | 20.00 | $15,128 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA CROWDER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 TREADWELL ST | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2039093318 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,669 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,594 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,120 | CurrentTaxYearAmt |
| Total | $185,034 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,669 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,594 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,120 | CurrentTaxYearAmt |
| Total | $185,034 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $56,513 | SubstantialContributorsTotAmt |
| Public Support Total170 | $128,521 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $105 | CurrentTaxYearAmt |
| Total | $105 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $185,139 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,861 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other | PART III, LINE 28 CONTINUATION: WHICH IS A NOVEL DIGITAL HUMANITIES TOOL TO ARCHIVE AVAILABLE INFORMATION ABOUT KLEZMER MUSIC. THE PROJECT TEAM IS COMPRISED OF 8 MEMBERS. ACTIVITIES IN 2023 INCLUDED RESEARCH, PROTOTYPING AND TESTING, CONSULTATIONS WITH EXPERTS, CONFERENCE PRESENTATION PLANNING, AND OTHER PREPARATORY WORK FOR THE PROJECT. |
| Other | PART III, LINE 29 CONTINUATION: CORPUS OF KLEZMER MANUSCRIPTS HOUSED AT THE VERNADSKY NATIONAL LIBRARY OF UKRAINE. APPROXIMATELY 225 PEOPLE ARE REGISTERED TO VOLUNTEER WITH THE PROJECT, AND APPROXIMATELY 1,150 OF 1,350 MELODIES WERE TRANSCRIBED BY THE END OF THE YEAR. WEEKLY PLAYALONG SESSIONS CONTINUED WORK ON THE CORPUS ALONG WITH TEACHING MELODIES IN WORKSHOPS AND PRESENTATIONS AND CREATION OF A SIMPLE RELATIONAL DATABASE TO DOCUMENT INFORMATION ABOUT THE CORPUS. A SERIES OF THREE KMDMP CONCERTS WAS PROGRAMMED IN THE FALL OF 2023. |
| Other | PART III, LINE 30 CONTINUATION: SCHOLARLY EDITION SERIES FOR THE KMDMP CORPUS, INCLUDING TRANSCRIPTION AND TRANSLATION PROTOCOLS, DIVISION OF VOLUMES, LAYOUT AND DESIGN ISSUES, AND EDITORIAL WORKFLOWS FOR THE VOLUMES WILL BE DEVELOPED DURING THIS PERIOD. PRIMARY SCHOLARS INCLUDE WALTER ZEV FELDMAN, ASYA VAISMAN SCHULMAN, AND HELEN BEER, ALONG WITH KMDMP SPECIALISTS WHO HAVE ACQUIRED DEEP KNOWLEDGE OF THE CORPUS THROUGH THE TRANSCRIPTION AND TRANSLATION PROCESS. WORK TO DEVELOP EDITORIAL TEAMS BEGAN IN THE FALL OF 2023. |
| Pt III, Line 31 | TRAMPLED MANUSCRIPTS CONCERTS AND VISITING ARTIST RESIDENCIES FURTHER THE WORK OF THE KISELGOF-MAKONOVETSKY DIGITAL MANUSCRIPT PROJECT (KMDMP) BY BRINGING MUSIC, SONG, AND DANCE TO COMMUNITIES AROUND NORTH AMERICA AND EUROPE. CONCERTS, WORKSHOPS, AND OTHER PROGRAMMING BRING LOCAL MUSICIANS TOGETHER, AND INVITE MEMBERS OF THE PUBLIC TO PARTICIPATE IN THE PRACTICE AND PERFORMANCE OF ASHKENAZIC JEWISH HERITAGE AND CULTURE THAT REFERENCES THE PAST BUT IS GROUNDED IN CONTEMPORARY PRACTICE AND TEACHING METHODS. CONCERTS, WORKSHOPS, AND RESIDENCIES IN 2023 REACHED ABOUT 500 PEOPLE BETWEEN WORKSHOP PARTICIPANTS, PERFORMING MUSICIANS, AND AUDIENCES. |
| Form 990EZ, Part I, Line 16 | TRAVEL & MEETINGS 3951. |
| Form 990EZ, Part I, Line 16 | OFFICE SUPPLIES & SOFTWARE 1609. |
| Form 990EZ, Part I, Line 16 | WEBSITE/TECHNOLOGY 1775. |
| Form 990EZ, Part I, Line 16 | MEMBERSHIPS AND DUES 190. |
| Form 990EZ, Part I, Line 16 | BANK & MERCHANT FEES 301. |
| Form 990EZ, Part I, Line 20 | PRIOR YEAR ADJUSTMENT: REMOVE INCORRECT PAYROLL LIABILITY 2275. |
| Form 990EZ, Part I, Line 20 | PRIOR YEAR ADJUSTMENT: MISCELLANEOUS 141. |
| Form 990EZ, Part II, Line 26 | PAYROLL LIABILITIES 2275. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | WE ARE A VERY SMALL ORGANIZATION WITH LIMITED CAPACITY. WHILE WE SEARCHED FOR AN ACCOUNTANT TO HELP US WITH OUR ACCOUNTING AND TAX FILINGS, WE DID NOT LOCATE ONE IN TIME TO MEET THE ORIGINAL EXTENSION DEADLINE. WE NOW HAVE ENGAGED A TAX PREPARER TO FILE OUR 2023 TAX RETURN AND FUTURE TAX RETURNS TIMELY. WE WOULD BE SO GRATEFUL FOR ANY WAIVER OF PENALTIES FOR THIS LATE FILING AS WE HAVE TAKEN POSITIVE STEPS TO TIMELY FILE GOING FORWARD. | ExplanationTxt |
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