2025-08-27T14:08:28-05:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 2811 PONCE DE LEON BLVD STE 500 CORAL GABLES FL 33134 990 2024-01-01 590674260 MIAMI HEART RESEARCH INSTITUTE INC MIAM 3056743020 4770 BISCAYNE BLVD 500 MIAMI FL 33140 NANCY R CAVALIE EXECUTIVE DIRECTOR 3056743020 2025-08-25 1 1 MELANIE MCPEAK P01346034 7866936300 2024 2025-03-06 01:10:19Z NANCY R CAVALIE 4770 BISCAYNE BLVD 500 MIAMI FL 33140 60676263 0 X WWW.STOPHEARTDISEASE.ORG X 1944 FL TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF, FLORIDA HEART RESEARCH FOUNDATION, INC. IN ITS MISSION TO STOP HEART DISEASE THROUGH RESEARCH, EDUCATION AND PREVENTION PROGRAMS. 9 9 3 9 0 0 74304 77007 0 0 3275030 11115169 0 0 3349334 11192176 1377500 2569901 0 0 420750 432117 0 0 0 382592 425913 2180842 3427931 1168492 7764245 68774012 72453813 937592 1572198 67836420 70881615 X MIAMI HEART RESEARCH INSTITUTE, INC. IS AN INDEPENDENT, NOT-FOR-PROFIT 501(C)(3) ORGANIZATION WITH THE MISSION TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF, FLORIDA HEART RESEARCH FOUNDATION, INC. BY FUNDRAISING AND FUNDING CARDIOVASCULAR RESEARCH EDUCATION AND PREVENTION PROGRAMS. 0 0 2823699 2494901 IN SUPPORT OF THE FLORIDA HEART RESEARCH FOUNDATION, INC., WE REMAIN COMMITTED TO ADVANCING CARDIOVASCULAR RESEARCH. WE ARE WELL-POSITIONED FOR A LONG AND PRODUCTIVE FUTURE IN THIS CRITICAL FIELD AND TAKE GREAT PRIDE IN FUNDING RESEARCH THAT IS BOTH MERITORIOUS AND SCIENTIFICALLY VALID.TO ACHIEVE OUR MISSION, WE MUST CONTINUE TO EXPAND OUR RESEARCH CAPABILITIES AND EDUCATIONAL INITIATIVES THROUGH COLLABORATION WITH INSTITUTIONS OF EXCELLENCE. AS PART OF THIS COMMITMENT, WE REQUIRE THAT ALL FUNDED PROJECTS PUBLISH THEIR FINDINGS IN LEADING PEER-REVIEWED JOURNALS AND PRESENT THEIR RESULTS AT NATIONAL AND INTERNATIONAL CONFERENCES AND SEMINARS. OUR ULTIMATE GOAL IS TO SUPPORT RESEARCH THAT LEADS TO SIGNIFICANT BREAKTHROUGHS - INNOVATIONS THAT IMPROVE THE DIAGNOSIS, TREATMENT, AND PREVENTION OF CARDIOVASCULAR DISEASE. ADDITIONALLY, WE REQUIRE 6-MONTH PROGRESS REPORTS, INCLUDING DETAILED BUDGETS OUTLINING HOW FUNDS HAVE BEEN UTILIZED. 75000 75000 WE ACTIVELY SUPPORT EDUCATION AND PREVENTION INITIATIVES THAT IMPROVE PUBLIC HEALTH BY REDUCING HEALTH DISPARITIES AND INCREASING ACCESS TO CARE IN MEASURABLE AND MEANINGFUL WAYS. WE BELIEVE THAT HEART DISEASE CAN BE PREVENTED THROUGH A COMBINATION OF BASIC AND CLINICAL RESEARCH, ALONG WITH EDUCATION ABOUT ITS CAUSES, RISK FACTORS, AND THE IMPORTANCE OF HEALTHY LIFESTYLE CHOICES. RESEARCH DISCOVERIES BENEFIT ALL OF HUMANITY, WHILE EDUCATION EMPOWERS INDIVIDUALS TO MAKE INFORMED DECISIONS - ULTIMATELY IMPROVING HEALTH OUTCOMES AND QUALITY OF LIFE. WHILE RESEARCH IS ESSENTIAL TO THE FUTURE OF HEALTHCARE, EDUCATION AND PREVENTION ARE THE CORNERSTONES OF HEALTH TODAY. IN ADDITION TO OUR RESEARCH EFFORTS, WE AWARD ANNUAL SCHOLARSHIP GRANTS IN CARDIAC NURSING. THESE SCHOLARSHIPS HAVE RECEIVED POSITIVE RECOGNITION AND FEEDBACK FROM PARTICIPANTS, AS EVIDENCED THROUGH SURVEYS, TESTIMONIALS, AND AWARDS. 2898699 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X NANCY R CAVALIE 3056743019 4770 BISCAYNE BLVD SUITE 500 MIAMI FL 33140 JOE ANN BATCHELLER CHAIRMAN 1.00 1.00 X X 0 0 0 JOSE ANTONIO ADAMS MD VICE CHAIR 1.00 1.00 X X 0 0 0 OLIVER R DI PIETRO MD TRUSTEE 1.00 1.00 X 0 0 0 TRACY TOWLE HUMPHREY TRUSTEE 1.00 1.00 X 0 0 0 MARY JEAN CATINCHI MELLA ESQ TRUSTEE 1.00 1.00 X 0 0 0 MARIA CANOSSA-TERRIS MD TRUSTEE 1.00 1.00 X 0 0 0 ELIZABETH WHALEN TRUSTEE 1.00 1.00 X 0 0 0 CHARLES E PORTER TRUSTEE 1.00 1.00 X 0 0 0 ERIC FALKENBERG TRUSTEE 1.00 1.00 X 0 0 0 NANCY R CAVALIE EXECUTIVE DIRECTOR 40.00 10.00 X 240000 0 26307 240000 0 26307 1 0 1 0 NORTHERN TRUST BANK OF FLORIDA 700 BRICKELL AVENUE MIAMI FL 33131 INVESTMENT MGMT FEES 176628 1 77007 77007 2044938 2044938 58554318 49484087 9070231 9070231 9070231 11192176 0 0 11115169 2494901 2494901 75000 75000 266307 133153 133154 120840 60420 60420 6542 3271 3271 15594 7797 7797 22834 11417 11417 4480 2240 2240 8714 4357 4357 212805 212805 34021 17011 17010 5157 5157 23716 11858 11858 8380 7797 583 4993 2497 2496 1186 593 593 84298 42149 42149 38163 19081 19082 3427931 2898699 529232 0 200 200 11128616 9024002 61971 67051 26921 28545 110983 110983 0 0 57184516 63028221 371788 305794 68774012 72453813 177198 151690 390000 1115000 370394 305508 937592 1572198 X 67836420 70881615 67836420 70881615 68774012 72453813 7764245 -4712550 -6500 0 X X 0 1 X 1 0 X X 1 FLORIDA HEART RESEARCH FOUNDATION INC 510474502 7 1 420000 178721 1 420000 178721 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE A, PART I, LINE 12G, COLUMN VI, OTHER SUPPORT: THE AMOUNT REPORTED HERE REPRESENTS EXPENSES SUCH AS SALARIES, PROFESSIONAL FEES, OFFICE SPACE, AND SUPPLIES INCURRED ON BEHALF OF FLORIDA HEART RESEARCH FOUNDATION WHICH WERE NOT REIMBURSED BY THE FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51077 51077 0 59906 59906 0 0 OPERATING LEASE LIABILITY 305508 305508 1 FLORIDA HEART RESEARCH FOUNDATION INC 4770 BISCAYNE BLVD SUITE 500 MIAMI FL 33137 510474502 501(C)(3) 420000 0 GENERAL SUPPORT UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES FL 33146 590624458 501(C)(3) 325000 0 CARDIAC RESEARCH, EDUCATION, AND PREVENTION MT SINAI 4300 ALTON RD MIAMI BEACH FL 33140 590624424 501(C)(3) 340000 0 CARDIAC RESEARCH, EDUCATION, AND PREVENTION MAYO CLINIC - HERRMANN PO BOX 860334 MINNEAPOLIS MN 55846 416011702 501(C)(3) 300000 0 CARDIAC RESEARCH, EDUCATION, AND PREVENTION FIU 10555 WEST FLAGLER STREET MIAMI FL 33174 650177616 501(C)(3) 850000 0 CARDIAC RESEARCH, EDUCATION, AND PREVENTION GEORGETOWN UNIVERSITY PO BOX 825738 PHILADELPHIA PA 19182 530196603 501(C)(3) 259901 0 CARDIAC RESEARCH, EDUCATION, AND PREVENTION 6 0 CARDIAC NURSING SCHOLARSHIPS 15 75000 PART I, LINE 2: THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR COLLECTING PROGRESS REPORTS FROM ALL RECIPIENTS OF THE ORGANIZATION'S GRANTS AT SIX-MONTH INTERVALS. THESE REPORTS ARE PRESENTED TO AND REVIEWED BY THE MEDICAL ADVISORY COMMITTEE, WHICH IN TURN REPORTS TO THE BOARD OF TRUSTEES. ANY UNSATISFACTORY REPORTS ARE ADDRESSED IMMEDIATELY. X X 0 0 0 0 0 0 0 1 0 NANCY R CAVALIE EXECUTIVE DIRECTOR 230000 0 10000 0 0 0 11500 0 14807 0 266307 0 0 0 PART I, LINE 7 ONE INDIVIDUAL LISTED AT FORM 990, PART VII RECEIVED A BONUS DURING THE YEAR. THIS BONUS WAS ESTABLISHED IN 2022 BY THE BOARD, A FIXED $10,000 BONUS TO BE PAID IN DECEMBER OF EACH YEAR A RAISE/REVIEW IS NOT GIVEN, UNTIL THE NEXT RAISE/REVIEW BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 JOE ANN BATCHELLER AND ELIZABETH WHALEN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE DRAFT FORM 990, A COPY IS DISTRIBUTED TO EACH MEMBER OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. TRUSTEES ARE INVITED TO SUBMIT ANY QUESTIONS, COMMENTS, OR SUGGESTED CHANGES. A TWO-WEEK PERIOD IS PROVIDED FOR THIS REVIEW TO ENSURE THOUGHTFUL CONSIDERATION AND FEEDBACK. FORM 990, PART VI, SECTION B, LINE 12C DURING THE YEAR-END MEETING, AS PART OF THE PROCESS FOR VOTING ON THE CONTINUATION OF BOARD MEMBERS, ALL VOTES ARE SUBMITTED FOR APPROVAL BY THE FULL BOARD OF TRUSTEES. FOLLOWING ACCEPTANCE OF THE VOTES, EACH BOARD MEMBER IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY FORM. THIS FORM IS INCLUDED IN THE BOARD PACKET SENT TO ALL TRUSTEES PRIOR TO THE MEETING. COMPLETED FORMS ARE SUBMITTED TO THE EXECUTIVE DIRECTOR FOR PROPER RETENTION AND FILING, ENSURING COMPLIANCE WITH ORGANIZATIONAL GOVERNANCE STANDARDS. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S EXECUTIVE DIRECTOR IS REVIEWED ON A YEARLY BASIS. A LIST OF ACCOMPLISHMENTS IS PREPARED AS WELL AS A LIST OF AVERAGE SALARIES PAID BY NONPROFIT ORGANIZATIONS FOR THIS POSITION AND IN THE SAME STATE AND COUNTY FOR THE BOARD TO REVIEW. THE LISTING OF SALARIES IS PREPARED BY GUIDESTAR WHO USES IRS DATA PROVIDED BY FORMS 990. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S MOST RECENT AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON OUR WEBSITE. ADDITIONALLY, THE FORM 990 MAY BE OBTAINED BY SUBMITTING A WRITTEN REQUEST TO THE ADMINISTRATION. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE FOR REVIEW DURING NORMAL BUSINESS HOURS UPON WRITTEN REQUEST TO THE ADMINISTRATION. FORM 990, PART XII, LINE 2C: THE ENTIRE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, AND COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. FLORIDA HEART RESEARCH FOUNDATION INC 4770 BISCAYNE BLVD SUITE 500 MIAMI FL 33137 510474502 CARDIOVASCULAR RESEARCH EDUCATION AND PREVENTION FL 501(C)(3) LINE 7 MIAMI HEART RESEARCH INSTITUTE 1 0 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 FLORIDA HEART RESEARCH FOUNDATION B 420000 FMV FLORIDA HEART RESEARCH FOUNDATION N 54354 FMV FLORIDA HEART RESEARCH FOUNDATION O 66058 FMV