2023-09-07T14:26:57-05:00 2022-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 2525 PONCE DE LEON BLVD SUITE 1040 CORAL GABLES FL 33134 990 2022-01-01 590674260 MIAMI HEART RESEARCH INSTITUTE INC MIAM 3056743020 4770 BISCAYNE BLVD 500 MIAMI FL 331373225 NANCY R CAVALIE EXECUTIVE DIRECTOR & TREASURER 3056743020 2023-08-07 1 NANCY CAVALIE 999009999 0 PAULA WENDLING P00536805 7866936300 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z NANCY R CAVALIE 4770 BISCAYNE BLVD 500 MIAMI FL 331373225 18659429 0 X WWW.FLORIDAHEART.ORG X 1944 FL SEE SCHEDULE O 8 8 3 8 0 0 70460 149317 0 0 4676072 2756776 0 47 4746532 2906140 1154788 1860312 0 0 313220 388655 0 0 0 452947 435551 1920955 2684518 2825577 221622 78634349 62381637 477635 829741 78156714 61551896 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. 0 0 1780312 1780312 IN SUPPORT OF FLORIDA HEART RESEARCH FOUNDATION, INC. , WE CONTINUE TO FUND CARDIOVASCULAR RESEARCH. WE ARE WELL POSITIONED FOR A LONG AND PRODUCTIVE FUTURE IN CARDIOVASCULAR RESEARCH. WE TAKE GREAT PRIDE IN FUNDING RESEARCH THAT IS DEEMED MERITORIOUS AND SCIENTIFICALLY VALID. TO ACHIEVE OUR GOALS, WE MUST CONTINUE TO EXPAND OUR RESEARCH CAPABILITIES AND EDUCATIONAL PROGRAMS THROUGH OUR COLLABORATIVE RESEARCH WITH ORGANIZATIONS OF EXCELLENCE. PUBLICATIONS OF PROJECT RESULTS IN LEADING RESEARCH JOURNALS AS WELL AS PRESENTATION OF PROJECT RESULTS AT CONFERENCES AND SEMINARS ARE REQUIRED. RESULTS LEADING TO BREAKTHROUGHS, PATENTS, ETC. THAT IMPROVE DIAGNOSIS, TREATMENT AND PREVENTION STRATEGIES ARE THE ULTIMATE GOAL. 6-MONTHS PROGRESS REPORTS ALONG WITH BUDGETS ON HOW THE FUNDS WERE EXPENDED ARE REQUIRED. 80000 80000 EDUCATION AND PREVENTION PROJECTS THAT IMPROVE PUBLIC HEALTH ARE PURSUED TO REDUCE HEALTH DISPARITIES AND/OR INCREASE ACCESS TO CARE IN MEASURABLE AND MEANINGFUL WAYS. WE BELIEVE THAT THROUGH BASIC AND CLINICAL RESEARCH COMBINED WITH EDUCATION ABOUT THE CAUSES, RISK FACTORS AND LIFESTYLE OPTIONS, HEART DISEASE CAN BE STOPPED. RESEARCH DISCOVERIES BENEFIT ALL HUMANITY AND EDUCATION PROMOTES INFORMED CHOICES THEREBY IMPROVING OUTCOMES AND QUALITY OF LIFE. RESEARCH IS IMPERATIVE FOR OUR FUTURE HEALTH WHILE EDUCATION AND PREVENTION ARE KEY TO HEALTH TODAY. IN ADDITION, YEARLY SCHOLARSHIP GRANTS ARE GIVEN FOR CARDIAC NURSING FOR WHICH WE RECEIVE POSITIVE RECOGNITION AND FEEDBACK FROM PARTICIPANTS EITHER THROUGH SURVEYS, AWARDS OR TESTIMONIALS. 1860312 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 0 1 5 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 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 EXECUTIVE DIRECTOR & TREASURER 3056743020 4770 BISCAYNE BLVD SUITE 500 MIAMI FL 33137 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 STEPHEN H SCHOTT 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 NANCY R CAVALIE EXECUTIVE DIRECTOR 40.00 10.00 X 211903 0 23665 211903 0 23665 1 0 1 0 NORTHERN TRUST BANK OF FLORIDA 700 BRICKELL AVENUE MIAMI FL 33131 INVESTMENT MGMT FEES 200165 1 149317 149317 1489195 1489195 17020870 15753289 1267581 1267581 1267581 OTHER INCOME 900099 47 47 47 2906140 0 0 2756823 700000 700000 1160312 1160312 235568 235568 114397 114397 4613 4613 13675 13675 20402 20402 4200 4200 33373 33373 231176 231176 39633 39633 5950 5950 7980 7980 7807 7807 75913 75913 29519 29519 2684518 1860312 824206 0 200 200 8947685 10183932 43986 53739 21548 23227 110983 110983 0 0 69612888 52112497 8042 8042 78634349 62381637 32196 33990 445439 795751 477635 829741 X 78156714 61551896 78156714 61551896 78634349 62381637 221622 -16819940 -6500 0 X X 0 1 X 1 0 X X 1 FLORIDA HEART RESEARCH FOUNDATION INC 510474502 7 1 1860312 158165 1 1860312 158165 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 1 FLORIDA HEART RESEARCH FOUNDATION INC 4770 BISCAYNE BLVD SUITE 500 MIAMI FL 33137 510474502 501(C)(3) 700000 0 GENERAL SUPPORT 1 0 CARDIAC NURSING SCHOLARSHIPS 4 80000 CARDIAC RESEARCH 7 1080312 PART I, LINE 2: THE EXECUTIVE DIRECTOR IS RESPONSIBLE TO COLLECT PROGRESS REPORTS AT 6-MONTH INTERVALS FROM ALL RECIPIENTS OF THE ORGANIZATION'S GRANTS. THESE PROGRESS REPORTS ARE PRESENTED AND REVIEWED BY THE MEDICAL ADVISORY COMMITTEE OF THE ORGANIZATION WHO REPORTS TO THE BOARD OF TRUSTEES. ANY UNSATISFACTORY REPORT IS IMMEDIATELY ADDRESSED. X X 0 0 0 0 0 0 0 0 0 NANCY R CAVALIE EXECUTIVE DIRECTOR 201903 0 10000 0 0 0 10750 0 12915 0 235568 0 0 0 FORM 990, PART I, LINE 1 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. 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 FORM 990 DRAFT, A COPY IS SENT TO EACH AND EVERY BOARD TRUSTEE FOR THEIR REVIEW, QUESTIONS, COMMENTS AND APPROVAL. A TIMELINE OF 2 WEEKS IS OFFERED FOR SUCH REVIEW BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C DURING THE YEAR END MEETING WHILE VOTING FOR CONTINUATION ONTO THE BOARD BY THE MEMBERS, AND UPON THE VOTES BEING ACCEPTED BY THE ENTIRE BOARD, A CONFLICT OF INTEREST POLICY FORM IS REQUIRED TO BE COMPLETED BY ALL MEMBERS OF THE BOARD AND IS REMITTED TO THE EXECUTIVE DIRECTOR FOR RETENTION AND FILING. 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 CAN BE FOUND ON THE ORGANIZATION'S WEBSITE. THE FORM 990 CAN ALSO BE OBTAINED BY MAKING A WRITTEN REQUEST TO ADMINISTRATION. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO BE REVIEWED DURING NORMAL BUSINESS HOURS BY MAKING A WRITTEN REQUEST TO 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 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0