2025-04-12T10:49:49-05:00 2024-05-31 135565207 KPMG LLP 500 W 5th St Suite 800 WinstonSalem NC 27101 990 2023-06-01 590624458 University of Miami UNIV 3052844877 PO Box 248106 Coral Gables FL 331242912 Ramon Coto VP & CFO 3052844877 2025-04-11 0 0 P01048557 3362753394 2023 2025-03-06 01:10:19Z Ramon Coto 1252 Memorial Dr Rm 230 CG FL 33146 8065942112 0 X WWW.MIAMI.EDU X 1925 FL The University of Miami's mission is to educate and nurture students, to create knowledge through its comprehensive research programs, and to provide patient care services to our community and beyond. 64 56 30149 549 4176734 37244 935249250 1020602740 4871986919 5286112903 106640412 174230129 7685808 7194707 5921562389 6488140479 695411265 743540372 0 0 2620578751 2870571262 225752 0 26934946 2179383818 2372793696 5495599586 5986905330 425962803 501235149 7027102373 7774309683 2925918685 2976720710 4101183688 4797588973 X See Form 990, Part I, Line 1, Description of Organization Mission. 0 0 1620469562 639667661 1220010127 See Schedule OInstruction, academic support, student services:The University of Miami (UM) is a private not-for-profit institution with more than 19,000 students. The University's 12 colleges and schools offer the following degree options: 151 bachelors, 149 masters, and 68 doctoral (63 research/scholarship and 5 professional practice).The School of Architecture, founded in 1983, offers accredited professional undergraduate and graduate degrees in architecture and several post-professional graduate degrees. Programs include the professional Bachelor of Architecture (B.Arch) and the Master of Architecture (M.Arch); the post-professional Master of Science in Architecture (M.S.Arch) with 6 different tracks; the Master of Urban Design (M.U.D); the Master of Construction Management (M.C.M)/ Executive Master of Construction Management (E.M.C.M), the Master of Professional Science in Urban Sustainability and Resilience (MPS), and the Master of Real Estate Development and Urbanism (M.R.E.D.U.), an interdisciplinary one-year graduate program that draws on the real-life experience of Developers-in-Residence and faculty support from the Schools of Business Administration and Law as well as Architecture. The Master of Science in Data Science combines the teaching domain-specific and technical skills for analyzing large data sets.The College of Arts and Sciences enrolls over 4,400 undergraduate and 640 graduate students in 21 departments and 13 interdisciplinary programs. Seventeen departments offer graduate degrees in the fine arts, natural sciences, humanities, and social sciences.The College of Engineering comprises 6 departments that offer degrees in aerospace, architectural, biomedical, civil, computer, electrical, environmental, industrial, materials, chemical, and mechanical engineering. The College of Engineering offers five-year B.S./M.S. degree programs for our undergraduates, as well as traditional master's and doctoral degrees in a number of disciplines, with several specializations in several fields. Consistent with the tradition of collaboration among the University of Miami schools and colleges, engineering students participate in a number of interdisciplinary programs as well as joint research projects with other academic units at UM. Consisting of over 900 undergraduate students and over 320 graduate students, the College boasts an impressively diverse student body, consisting of students from 45 different countries. At the undergraduate level, 28.3% of the student population is Hispanic and 5.9% is Black. Females represent 40.2% of the students (15% higher than the national average, according to the most recent statistics from the American Society for Engineering Education).The School of Law presently enrolls over 1,230 candidates for either J.D., LL.M. or dual degrees, and has over 23,000 living alumni worldwide. The J.D. program enrolls over 1,200 students from more than 108 undergraduate institutions. Of the entering J.D. students, approximately 58% are women, 53% are students of color, 49% have been out of undergraduate school one year or more, and 14% are first-generation college students. The students are from 29 states plus DC, PR and 21 countries. 67% speak one or more foreign language. The School offers graduate programs in the areas of International Law, International Arbitration, Maritime Law, Entertainment, Art and Sports, Business, Constitutional Law, Criminal Law, Environment, Family, Health Care, Human Rights, Immigration, Intellectual Property, Litigation Arbitration and Dispute Resolution, Social Justice and Public Interest, Technology Law, Estate Planning, Taxation, Taxation of Cross Border Investments, and Real Property Development, the latter 2 offer courses online as well as on-campus. The School also offers several joint degree programs. The law school offers a J.D./Master's in Music Industry, J.D./M.A. in Live Entertainment Management, J.D/M.A in Communications, and J.D/M.A. in Latin American Studies. In addition, the School offers a J.D./M.B.A., J.D./M.Acc, J.D./M.P.S. in Marine Ecosystems and Society, J.D./M.P.H. in Public Health, J.D./M.D., J.D./M.H.A-Health Administration, J.D./LL.M. in Tax, International Law, Maritime Law, Estate Planning, International Arbitration, or Real Property Development, and Entertainment, Arts and Sports Law, and a J.D./M.B.A./LL.M. in Tax, Real Property Development or Estate Planning. Concentrations are available in social justice and public interest, immigration, asylum and citizenship law, among others. The School has been ranked as one of the "20 Most Innovative Law Schools" by Pre-Law Magazine, and received an "A" in 7 areas of study in 2023. Its alumni are regularly featured in Super Lawyers Magazine. Miami Law was number 8 in numbers of Super Lawyers in 2023.The Leonard M. Miller School of Medicine has grown rapidly in both size and reputation, earning international acclaim for research, clinical care, and biomedical innovations. Over 850 medical students are joined by over 1,000 residents and fellows, over 750 graduate students and around 250 postdoctoral fellows, and we have one of the largest graduate medical education systems in the country. Along with the M.D. degree, the school offers a combined M.D./Ph.D. program, a 4-year and 5-year M.D./M.B.A. program, a 4-year and a 5-year M.D./M.P.H. program and 4-year M.D./M.S. in Genomic Medicine, a 6-year M.D./J.D. program, a 4-year M.D./M.A.I.A in International Administration program, a 4-year M.A. in Medical Humanities and Bioethics program, a 4-year M.D./Certificate in Security Management program, multiple scholarly pathways of emphasis, graduate degrees in ten areas, postdoctoral programs, and continuing medical education courses. The Accelerated Pathway to Residency Program offers qualifying students the opportunity to earn an M.D. in only 3 years, and can help students match with a residency program during their third year, getting a head start on practicing medicine. 611713803 73342165 143039841 See Schedule OResearch and Public Service:UM has been classified by the Carnegie Commission as a Doctoral University with Highest Research Activity. The School of Architecture's areas of focus include Urban Design, Planning & Real Estate Development, Construction Management, Technology and Computation, Coastal Resilience, Health and the Built Environment, Historical Preservation and Adaptive Use, Classical and Traditional Design, Housing and Hospitality Design, Building in the Caribbean, Latin America and the Tropical World, Architectural History, and Theory. Faculty and students are actively engaged in interdisciplinary research with numerous schools including the Miller School of Medicine, The Leonard and Jayne Abess Center for Ecosystem Science and Policy and the Center for Humanities. The College of Arts and Sciences provides numerous community outreach activities, including student musical theatre productions at the Jerry Herman Ring Theatre and Alvin Sherman Family Stage; student, faculty, and visiting artist exhibitions in the Wynwood Gallery in the design district of downtown Miami; faculty curated exhibitions at the Lowe Art Museum; lectures and other educational programs sponsored by the Center for the Humanities, and the Miami Institute for Advanced Study of the Americas; volunteer activities in the public schools, hospitals and community clinics for developmentally disabled children; technology workshops for Miami-Dade public school teachers sponsored by the Department of Modern Languages Laboratory; and a series of programs, hosted by several departments and funded by various federal agencies and private foundations, to enhance the diversity of students pursuing scientific careers through research opportunities for pre-college and undergraduate students; and career development opportunities for high-school and community-college faculty.The School of Law offers externship programs and foreign exchange programs in Argentina, Belgium, Brazil, Chile, China, Colombia, France, Germany, Hong Kong, Ireland, Israel, Italy, Panama, Spain, and Switzerland. The School's award-winning clinics, focusing on different areas of the law, offer exceptional training grounds and give students practical, hands-on lawyering while also helping needy and underrepresented individuals. The School is also home to LawWithoutWalls (LWOW), an innovative academic model that brings together students, faculty, practitioners, and entrepreneurs from around the country and the world to explore innovation in legal education and practice.The Rosenstiel School of Marine & Atmospheric Science is one of the leading oceanographic research and education institutions in the nation. Known originally as the University's marine laboratory, it was founded in 1943. It evolved into the Institute for Marine Science in 1961, and eight years later became the Rosenstiel School of Marine & Atmospheric Science (RSMAS) within the University of Miami. In 2022, its name was expanded to Rosenstiel School of Marine, Atmospheric & Earth Science to better reflect its breadth and depth as it has grown to include studies of earth's geology in addition to its atmosphere and oceans. The Virginia Key campus has grown to include modern research and teaching facilities, a dedicated academic library, and an internationally recognized Marine Invertebrate Museum. RSMAS also operates a state-of-the-art 96-foot catamaran research vessel, the F.G. Walton Smith. In 2014, RSMAS added to its fleet of specialized research vessels a one-of-a-kind Helicopter Observation Platform (HOP), a flying scientific laboratory equipped with state-of-the-art technology and scientific instrumentation, which provides scientists with a unique capability to obtain vital information on environmental processes and mechanisms that affect our climate and impact human health. RSMAS includes a freshwater Scientific Dive Pool. It plays a critical role in providing necessary scientific diving instruction to participants in our science programs and research projects. The facility allows scientists and students to gain a deeper understanding of the marine environment and coral reefs. CSTARS (Center for Southeastern Tropical Advanced Remote Sensing), located on the Richmond campus in south Miami-Dade county was launched in 2003, and conducts research with remotely sensed data received from earth-orbiting satellite systems. This state-of-the-art real-time reception and analysis facility provides data for environmental monitoring. The predictive power concentrated on this 78-acre campus is helping to provide vital, life-saving information regarding earthquakes, hurricanes, typhoons, freak waves and other natural and manmade disasters, including monitoring of the earthquakes in Haiti and Chile, and oil spills.The Leonard M. Miller School of Medicine has been designated a Center for AIDS Research (CFAR) in Florida, and is leading the University's prestigious Clinical and Translational Science Institute (CTSI), awarded by the NIH. Other clinical and research programs include the John P. Hussman Institute for Human Genomics, the Interdisciplinary Stem Cell Institute, the Dr. John T. Macdonald Foundation Biomedical Nanotechnology Institute, the Miami Transplant Institute, The Miami Project to Cure Paralysis, the Diabetes Research Institute, the Mailman Center for Child Development, and many more. 2889974753 30165 3605378736 See Schedule OHealth Care:Located north of downtown Miami near the Civic Center in the Miami Health District, the Leonard M. Miller School of Medicine's campus consists of approximately 70-acres of owned and leased land within the 153-acre University of Miami/Jackson Memorial Medical Center complex. Each year the University of Miami Health System's nearly 1,800 providers and scientists represent more than 100 specialties and subspecialties with outcomes that are among the best in the nation. The health system is comprised of Sylvester Comprehensive Cancer Center, Bascom Palmer Eye Institute, and UHealth Tower, operating within UMHC. UHealth is ranked among the best hospitals in Florida by U.S. News & World Report Best Hospitals. Sylvester Comprehensive Cancer Center is the only cancer center in South Florida designated by the National Cancer Institute. Bascom Palmer has been recognized as the number one eye hospital in the country for 23 years by U.S. News & World Report in its annual "America's Best Hospitals" issue. In addition to the University-owned hospital, there are also three primary hospitals affiliated with UHealth: Jackson Memorial Hospital, the primary teaching hospital for the medical school; Holtz Children's Hospital; and the Bruce W. Carter VA Medical Center. There are also about three dozen UHealth outpatient clinics across Miami-Dade, Broward, Palm Beach, and Collier counties. The Lennar Foundation Medical Center, located in Coral Gables, opened in 2016. The 206,000-square-foot diagnostic and treatment center provides the local community more convenient access to world-class medical care provided by UM physicians and specialists. It has been recognized as a national benchmark by Press Ganey and has been awarded the Pinnacle and Guardian of Excellence Awards. 501051327 30500382 317684196 Expenses primarily represent auxiliary enterprises, including intercollegiate athletics, parking, student housing and student dining. Other program services revenues primarily represent auxiliary enterprises revenue, investment income, and investment losses. 501051327 30500382 317684196 5623209445 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 0 0 0 1 0 1 0 1 1 0 0 1 1 1 1 0 0 1 25726 4 1 30149 1 1 1 1 CJ 0 0 0 1 1 0 0 0 0 0 1 0 X 64 56 1 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 FL X Madeleine Mulet Controller 3052844877 5187 Ponce de Leon Blvd Coral Gables FL 33146 X Julio Frenk President 80.00 X X 1770057 0 303367 Marc Buoniconti Trustee & Senior Director 20.00 20.00 X 191817 125000 21927 Edward Dauer Trustee & Professor of Clinical 40.00 X 119555 0 40487 Allan Herbert Trustee 35.00 X 37167 0 61170 Leonard Abess Trustee 4.00 X 0 0 0 Betty G Amos Trustee 2.00 X 0 0 0 Hilarie Bass Trustee 1.00 X 0 0 0 Jon Batchelor Trustee 1.00 X 0 0 0 Fred Berens Trustee 2.00 X 0 0 0 Tracey Berkowitz Trustee 3.00 X 0 0 0 Joseph Bonner Trustee 5.00 X 0 0 0 Alfred R Camner Trustee 5.00 X 0 0 0 Adam E Carlin Trustee 4.00 X 0 0 0 Wayne E Chaplin Trustee & Vice Chair 2.00 X 0 0 0 Christopher Chen Trustee 0.00 X 0 0 0 Adriana Cisneros Trustee 2.00 X 0 0 0 Charles E Cobb Trustee 2.00 X 0 0 0 Bridget Erin Craig Trustee 0.00 X 0 0 0 Devang Desai Trustee 10.00 X 0 0 0 David L Epstein Trustee 5.00 X 0 0 0 Richard D Fain Trustee 7.00 X 0 0 0 Phillip Frost Trustee 5.00 X 0 0 0 Phillip T George Trustee 2.00 X 0 0 0 Kourtney Gibson Trustee 1.00 X 0 0 0 Rose Ellen Greene Trustee 20.00 X 0 0 0 Carlos Guzman Trustee 20.00 X 0 0 0 Barbara Hecht Havenick Trustee 2.00 X 0 0 0 Marilyn J Holifield Trustee 1.00 X 0 0 0 Manuel Kadre Trustee & Chair 30.00 X 0 0 0 Carolyn B Lamm Trustee 5.00 X 0 0 0 Jayne Sylvester Malfitano Trustee 2.00 X 0 0 0 Jose R Mas Trustee 4.00 X 0 0 0 Patricia Menendez-Cambo Trustee 10.00 X 0 0 0 Stuart A Miller Trustee 20.00 X 0 0 0 William L Morrison Trustee & Vice Chair 3.00 X 0 0 0 Judi Prokop Newman Trustee 0.50 X 0 0 0 Aaron S Podhurst Trustee 7.00 X 0 0 0 Lois Pope Trustee 1.00 X 0 0 0 Alex E Rodriguez Trustee 1.00 X 0 0 0 Steven J Saiontz Trustee 5.00 X 0 0 0 Robert E Sanchez Trustee 5.00 X 0 0 0 Marvin R Shanken Trustee 2.00 X 0 0 0 Laurie S Silvers Trustee 7.00 X 0 0 0 HT Smith Jr Trustee 4.00 X 0 0 0 Jacquelyn R Soffer Trustee 0.00 X 0 0 0 E Roe Stamps IV Trustee 2.00 X 0 0 0 Ronald G Stone Trustee 5.00 X 0 0 0 Johnny C Taylor Jr Trustee 5.00 X 0 0 0 Ana VeigaMilton Trustee 7.00 X 0 0 0 Alice S Vilma Trustee 2.00 X 0 0 0 Jonathan Vilma Trustee 5.00 X 0 0 0 Maribel C Wadsworth Trustee 2.00 X 0 0 0 David R Weaver Trustee 2.00 X 0 0 0 Geisha Jimenez Williams Trustee 1.00 X 0 0 0 Raymond J Zomerfeld Trustee 5.00 X 0 0 0 G Ed Williamson II Trustee 5.00 X 0 0 0 Jaret Davis Trustee 3.00 X 0 0 0 Al Dotson Jr Trustee 1.00 X 0 0 0 Wayne Holman Trustee 3.00 X 0 0 0 Julia Quinn Trustee 2.00 X 0 0 0 Kimberly Stone Trustee 3.00 X 0 0 0 Daniel Sundheim Trustee 1.00 X 0 0 0 Alia Tutor Trustee 1.00 X 0 0 0 Roy Carrillo Zamora Trustee 30.00 X 0 0 0 Joseph Echevarria CEO University of Miami, CEO UHealth 80.00 X 4214753 0 70231 Rudy Fernandez EVP UM Operations & External Affairs 65.00 X 989113 0 51605 Willy Prado EVP & Provost (Interim) 70.00 X 747040 0 47395 Frances Davis Secretary to the Board 50.00 X 262367 0 63087 Dipen Parekh COO UHealth, Chair Urology,Physician 80.00 X 3986219 0 67268 Mario Cristobal Head Coach, Football 80.00 X 8240232 0 62651 James Larranaga Head Coach, Men's Basketball 70.00 X 3565230 0 58534 Joseph Lamelas Chief Cardiac Surgery & Physician 85.00 X 3007584 0 50685 Dan Radakovich VP & Director of Athletics 70.00 X 2387258 0 60506 Lee Kaplan Director Sports Medicine & Physician 75.00 X 1967304 0 82528 Jeffrey Duerk EVP Academic Affairs & Provost (FMR) 60.00 X 1010712 0 70338 Jacqueline Travisano EVP & COO (FMR) 60.00 X 630264 0 51526 Leslie Dellinger Aceituno Secretary (FMR) 50.00 X 173939 0 20172 33300611 125000 1183477 5769 1 1 0 The Robins & Morton Group 5021 Cardinal St Trussville AL 35173 Construction 112070190 Coastal Construction of Miami Dade Count 5959 Blue Lagoon Dr STE 200 Miami FL 33126 Construction 43819797 Management Health Systems LLC 1580 Sawgrass Corporate Pkwy Ste 20 Sunrise FL 33323 Staffing Services 31417819 The Whiting-Turner Contracting Company 300 E Joppa Rd Baltimore MD 21286 Construction 28829724 ABM Industries Incorporated PO BOX 534198 Atlanta GA 30353 Maintenance and Repair Services 28284270 938 604450 1371165 695253625 323373500 28233134 1020602740 Hospitals and Clinics 900099 2926319166 2926319166 Tuition and Fees 900099 1115121399 1115121399 Medical Prof Practice 900099 679059570 678748141 311429 Auxiliary Enterprises 900099 317661296 90275714 6076833 221308749 Local Grants and Contr 900099 143039841 143039841 104911631 104470055 441576 5286112903 131362348 -2707564 134069912 12661 12661 3818486 3818486 7245327 35637 5361093 18922 1884234 16715 1900949 16715 1884234 1613748799 866952 1570345484 1415147 43403315 -548195 42855120 42855120 240627 1371165 634768 -394141 -394141 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III, Line 4: Part III, Line 4: Art Collection: The purpose of the University of Miami's Lowe Art Museum (hereinafter "the Museum")'s Collections Management Policy is to document the policies that guide the development, care, stewardship, and use of its collections in a manner that is consistent with both the Museum's Mission and the highest standards of professional art museum practice. Through this Collections Management Policy, the Museum ensures that: - Its collections are preserved, protected, and secured in accordance with the highest of relevant professional standards; - The Museum's collection-related activities promote public good rather than individual gain; - Access to its collections and collection-related materials is appropriately monitored and regulated; - Acquisition, deaccessioning, and loans of works in its collections are conducted in a manner that conforms to the Museum's Mission, complies with applicable law, and reflects the highest of ethical standards; - Disposal of works from its collection through sale, exchange, or other means is solely for the advancement of the Museum's Mission, and that proceeds from the sale of such works are used only to purchase other works of art; and - Its collections are accounted for by regular inventory and documented in the Museum's collections management database. Overall Scope of the Collection The Museum's Permanent Collection represents five millennia of human creativity on every inhabited continent. All collection objects are works of fine art or culturally significant archaeological/ethnographic material. In addition, the Museum maintains a collection of public sculpture installed throughout the University of Miami's Coral Gables campus on behalf of its parent institution. More information on the Museum can be found on its website at www.miami.edu/lowe. Part V, Line 4: Part V, Line 4: Endowment Funds: The University's endowment is used to support the University's mission which is to educate and nurture students, to create knowledge through its comprehensive research programs, and to provide patient care services to its community and beyond. Distributions from the University's endowment are mainly used for student scholarships and fellowships, endowed chairs, research, school/college support, academic program support, library support, and general University support. Part X, Line 2: Fin 48 Footnote: The University is generally exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code (IRC), except for unrelated business income. Accordingly, no significant provision for income taxes is made in the financial statements. At May 31, 2024 and 2023, there were no uncertain tax positions. The University files tax returns with U.S. federal and other state tax authorities for which generally the statute of limitations extends to the year ended May 31, 2021. Part XI, Line 2d - Other Adjustments: Other Pension Related Gains/Losses -4,108,969 Other Misc Adj. -1,586 Part XI, Line 4b - Other Adjustments: Amounts represent: tuition discounting, certain grants, expenses netted from revenues for GAAP purposes. Part XII, Line 4b - Other Adjustments: Same as above Part XI and XII, Line 4b: Other Revenue and Expense Reconciling Items: Tuition discounting $412,821,939, grants and contracts pass-through transactions from sponsoring agencies $ 259,847,380, cost of sales of inventories/other assets of $354; Less: Other Inc/loss $25,921, non-program related rental expenses $5,380,014 and direct expenses related to fundraising events $634,768. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The University publishes its Equal Opportunity Policy and Non-discrimination Policy Statement in the following publications: * Workplace Equity & Inclusion Web site * All UM web sites state our Non-discrimination policy under a link for "Privacy Statement and Legal Notices" * Students Rights and Responsibilities Handbook * Academic Bulletin * Student Handbook * Faculty Manual * Employee Handbook * Various public bulletin boards located throughout the various campuses, in contracts with other vendors, during University employee orientation, University Career Website, etc. Schedule E, Part I, Line 6 The University provides financial assistance in the form of grants to award scholarships and fellowships to students attending the University. In addition, government agencies award grants to the University for research. 1 Central America & the Caribbean Program Services Grants to Recipients 496178 East Asia & the Pacific Program Services Grants to Recipients 247602 Europe Program Services Grants to Recipients 1409736 Middle East & North Africa Program Services Grants to Recipients 204072 North America Program Services Grants to Recipients 48386 South America Program Services Grants to Recipients 249172 Sub-Saharan Africa Program Services Grants to Recipients 1250024 Central American and the Caribbean Program Services Travel - Institutional Research and Education 463494 East Asia & the Pacific Program Services Travel - Institutional Research and Education 497322 Europe Program Services Travel - Institutional Research and Education 2469890 Middle East & North Africa Program Services Travel - Institutional Research and Education 171388 North America Program Services Travel - Institutional Research and Education 476901 Russia and Neighboring States Program Services Travel - Institutional Research and Education 18918 South America Program Services Travel - Institutional Research and Education 385680 South Asia Program Services Travel - Institutional Research and Education 117380 Sub-Saharan Africa Program Services Travel - Institutional Research and Education 259147 Central America and the Caribbean Investments N/A 109447210 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium Investments N/A 10874573 Central America and the Caribbean 21 Program Services Independent Contractors-Institutional Research and Education 163826 East Asia and the Pacific 29 Program Services Independent Contractors-Institutional Research and Education 219154 Europe 118 Program Services Independent Contractors-Institutional Research and Education 2445968 Middle East and North Africa 11 Program Services Independent Contractors-Institutional Research and Education 380215 North America 57 Program Services Independent Contractors-Institutional Research and Education 1419481 Russia and Neighboring States 3 Program Services Independent Contractors-Institutional Research and Education 20120 South America 33 Program Services Independent Contractors-Institutional Research and Education 206370 South Asia 4 Program Services Independent Contractors-Institutional Research and Education 7398 Sub-Saharan Africa 6 Program Services Independent Contractors-Institutional Research and Education 221495 0 0 0 282 0 282 4368664 129802436 134171100 Central America & the Caribbean Research 150000 Wire Transfer 0 N/A N/A Central America & the Caribbean Research 52707 Wire Transfer 0 N/A N/A Central America & the Caribbean Research 84393 Wire Transfer 0 N/A N/A Central America & the Caribbean Research 116261 Wire Transfer 0 N/A N/A Central America & the Caribbean Research 80765 Wire Transfer 0 N/A N/A Central America & the Caribbean Research 12052 Wire Transfer 0 N/A N/A East Asia & the Pacific Research 74026 Wire Transfer 0 N/A N/A East Asia & the Pacific Research 11344 Wire Transfer 0 N/A N/A East Asia & the Pacific Research 78379 Wire Transfer 0 N/A N/A East Asia & the Pacific Research 43853 Check 0 N/A N/A East Asia & the Pacific General Support 40000 Wire Transfer 0 N/A N/A Europe Research 96744 Wire Transfer 0 N/A N/A Europe Research 425305 Wire Transfer 0 N/A N/A Europe Research 26244 Wire Transfer 0 N/A N/A Europe Research 25652 Wire Transfer 0 N/A N/A Europe Research 36326 Wire Transfer 0 N/A N/A Europe Research 13686 Check 0 N/A N/A Europe Research 121496 Wire Transfer 0 N/A N/A Europe Research 33798 Wire Transfer 0 N/A N/A Europe Research 498609 Wire Transfer 0 N/A N/A Europe Research 71876 Wire Transfer 0 N/A N/A Europe Research 60000 Wire Transfer 0 N/A N/A Middle East & North Africa Research 111417 Wire Transfer 0 N/A N/A Middle East & North Africa Research 64260 Wire Transfer 0 N/A N/A Middle East & North Africa Research 28395 Wire Transfer 0 N/A N/A North America Research 17180 Check 0 N/A N/A North America Research 31206 Check 0 N/A N/A South America Research 47686 Wire Transfer 0 N/A N/A South America Research 34857 Wire Transfer 0 N/A N/A South America Research 84242 Wire Transfer 0 N/A N/A South America Research 82386 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 68068 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 48215 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 24491 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 39300 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 637197 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 85590 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 69486 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 11514 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 117144 Check 0 N/A N/A Sub-Saharan Africa Research 37602 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 39084 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 50254 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 22080 Wire Transfer 0 N/A N/A 3 41 Scholarships, Fellowship Grants Central America and the Caribbean 166 5737558 Electronic Fund N/A N/A Scholarships, Fellowship Grants East Asia and the Pacific 541 11971628 Electronic Fund N/A N/A Scholarships, Fellowship Grants Europe 345 10297518 Electronic Fund N/A N/A Scholarships, Fellowship Grants Middle East and North Africa 75 2031483 Electronic Fund N/A N/A Scholarships, Fellowship Grants North America 129 3796483 Electronic Fund N/A N/A Scholarships, Fellowship Grants Russia and Neighboring States 52 1687406 Electronic Fund N/A N/A Scholarships, Fellowship Grants South America 314 7630987 Electronic Fund N/A N/A Scholarships, Fellowship Grants South Asia 175 4964534 Electronic Fund N/A N/A Scholarships, Fellowship Grants Sub-Saharan Africa 57 1896337 Electronic Fund N/A N/A 1 0 1 1 1 1 Part I, Line 2: Procedures for Monitoring Grants Outside the United States: The University awards grants as subcontracts to foreign organizations for the purpose of conducting research and research training. Prior to the University awarding the subcontract, the organization is required to submit the proposed scope of work and a budget. Once reviewed and approved, a formal subcontract is issued with the terms and conditions of the award. To comply with terms and conditions of the subcontract, the foreign organization must submit an invoice together with supporting documentation. Upon receipt of the invoice, the faculty member at the University responsible for the grant or his/her designee approves the invoice for payment. In addition, monitoring of the science is conducted by the University faculty member responsible for the grant via site visits, correspondence, phone calls, etc. Reports required under the terms and conditions of the subcontract are submitted by the grantee. Part I, line 3: Activity Expenditures: Expenditures are recorded based on the accrual method of accounting and are recorded when incurred. X X X X X X X 0 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA PR RI SC SD TN TX VI UT VT VA WA WV WI WY Gala 646645 566313 80332 7711 3566 112 140076 26249 Gala 295699 259580 36119 126 55857 99069 38606 10427 7 669448 545272 124176 1945 16467 135833 56956 41768 1611792 1371165 240627 9782 75890 235014 235638 78444 634768 -394141 40411 25921 0 40411 25921 25921 14490 FL 1 0 1 0 1.00000 Kathy Dwyer 600 Long Wharf Drive New Haven CT 06511 1 36503 Bump Worldwide Inc 600 Long Wharf Drive New Haven CT 06511 Kathy Dwyer 7289 Website/platform, software license, location services, training, technical support, Bump system programming, regulatory approval X 1 44399 1 1 X 1 X 300.000000000000 1 X 1 1 1 0 0 7702670 7702670 0.00130 344532131 254524944 90007187 0.01500 352234801 254524944 97709857 0.01630 15585248 13395605 2189643 0.00040 63554363 42377529 21176834 0.00350 15325576 9167326 6158250 0.00100 137670585 2926307 134744278 0.02250 1332400 1332400 0.00020 233468172 67866767 165601405 0.02760 585702973 322391711 263311262 0.04390 550037 127188 422849 0.00010 4078985 3410232 668753 0.00010 4629022 3537420 1091602 0.00020 1 50210060 370266745 478447074 -108180329 X 1 1 1 1 University of Miami Hospital & Clinics 1475 NW 12 Avenue Miami FL 33136 sylvester.org #4074 X X X X Prospective Payment System Exempt Hospital University of Miami Hospital and Clinics 1 0 0 1 X X X X X X X X X X 23 1 1 1 1 X umiamihealth.org/community-health-improvement X jacksonhealth.org/community/; nicklauschildrens.org/patient-resources/commu X X 1 24 1 umiamihealth.org/community-health-improvement 0 1 X 300.000000000000 400.000000000000 X X X X 1 1 X X X 1 X umiamihealth.org/sylvester-comprehensive-cancer-center/billing-,-a-,-financ X umiamihealth.org/sylvester-comprehensive-cancer-center/billing-,-a-,-financ X umiamihealth.org/sylvester-comprehensive-cancer-center/billing-,-a-,-financ X X X X X X 1 X 0 X 1 X 0 0 University of Miami Hospital and Clinics Part V, Section B, Line 3j: The University of Miami Health System completed a joint-CHNA with Jackson Health System, Mount Sinai Medical Center, and Nicklaus Children's Hospital from February 2023-December 2023. The CHNA is a systematic, data-driven approach to determining the health status, behaviors, and needs of Miami-Dade residents. The CHNA report defines the community, describes the health status of the community, identifies the priority health concerns, and links community resources available to address significant health needs. This information was used to guide the decisions and the health system's efforts to improve community health and wellness through the current 2023-2026 Implementation Plan. University of Miami Hospital and Clinics Part V, Section B, Line 5: The University of Miami Health System did consider input from persons who represent the broad interests of the community through a Community-Based Survey, a Health System Employee Survey, a Healthcare Provider Survey, focus group sessions, and a community summit. Invitees to these surveys and events included community leaders serving low-income, minority, or other medically underserved groups. These surveys and focus group sessions focused on health issues that may be identified as a problem in the communities they work in. These results were presented in the CHNA Summit, and attendees helped rank the health priorities addressed in the health system's implementation plan. University of Miami Hospital and Clinics Part V, Section B, Line 6a: The CHNA was completed in conjunction with Jackson Health System, Mount Sinai Medical Center, and Nicklaus Children's Hospital. University of Miami Hospital and Clinics Part V, Section B, Line 6b: Yes. Final participation in the CHNA included representatives of the organizations outlined below. American Heart Association Camillus Health Concern and Camillus House Children's Bereavement Center / Lift from Loss Children's Home Society City Year Miami CLT Business Solutions Common Threads Community member, mentally disabled Coral Gables Fire Department Dade County Street Response Florida Department of Health in Miami-Dade County Doctors within Borders Free Urgent Care and Clinic Dream in Green Early Steps Epilepsy alliance Florida Feeding South Florida Florida Department of Health in Miami-Dade County Florida International University Girl Scouts of Tropical Florida Health Council of South Florida Health Foundation of South Florida Healthy Start Coalition of Miami-Dade Hope for Miami ICU Baby Jackson Health System Jackson Health System Trustee, Community member Lion Order Gold LLC Leukemia and Lymphoma Society Metro Mommy Agency Miami Beach Community Health Center, Inc. Miami Dade County CAHSD Head Start Miami-Dade County Community Action Agency Mind Over Matter Allied Health, LLC Mount Sinai Medical Center NAACP South Dade and Sickle Cell Foundation NAMI Miami Nicklaus Children's Health System Nova Southeastern University Office of Mayor Levine Cava Open Door Health Center Overtown Youth Center Prosperity Social and Community Development Group Roxcy Bolton Rape Treatment Center Share Our Strength South FL Cancer Collaborative SSJ Health Foundation St. John Bosco Clinic, Inc. The Children's Bereavement Center The Children's Trust TransSOCIAL Inc University of Miami Sylvester Comprehensive Cancer Center Unite Us United Home Care United Way Miami University of Miami University of Miami Health System UM Miller School of Medicine VIP 305 Miami Westchester Library Health & Wellness Information Center YWCA University of Miami Hospital and Clinics Part V, Section B, Line 7d: Other website: www.msmc.com/about-msmc/community-benefit/community-health-needs-assessment-2020/ University of Miami Hospital and Clinics Part V, Section B, Line 11: In the University of Miami Health System's most recent CHNA, the following eleven areas were identified as priority community health needs: Access to Quality Healthcare, Behavioral Health, Cancer, Diabetes, Heart Disease, Nutrition / Food Insecurity, Maternal Child Health, Healthy Weight, Financial Stability, Housing, and Affordable Healthcare. Of these priority areas, UHealth's 2023-2026 Implementation Plan focuses on Access to Quality Healthcare, Behavioral Health, Cancer, Diabetes, and Heart Disease. The University of Miami Health System is also working with community partners on priority areas where the healthcare system does not have a direct impact. University of Miami Hospital and Clinics Part V, Section B, Line 16j: FAP Full URL: https://umiamihealth.org/sylvester-comprehensive-cancer-center/billing-,-a-,-financial-information/financial-assistance Part I, Line 7: The Medicare cost report was used, except for 7b (Medicaid and other means-tested government programs). For 7b, a cost-to-charge ratio was used. The cost to charge ratio used for Medicaid cost calculation is based on the actual cost of Traditional Medicaid Fee-for-Service claims as reported on the Medicare Cost Report. These calculated costs (Inpatient Routine, Inpatient Ancillary, and Outpatient) are compared to the charges for these services reported on the same cost report. This ratio is used as the Medicaid cost-to-charge ratio to be applied to total gross Medicaid charges (both Traditional Fee for Service and Managed Care) as reported on the AHCA FUHRS report.Line 7e: Community Health Improvement and Community Benefit Operations are through a community benefit reporting system developed by the University of Miami Health System. Programs who cannot report indirect costs apply an indirect cost rate calculated for on-site and off-site programs using the Medicare Cost Report. Line 7f: Estimates were used to calculate the cost of educating healthcare professionals. Limitations in the University's accounting systems do not properly provide direct expenses or allocations for indirect costs. Therefore, the allowable rate of indirect cost allocations agreed upon with the NIH of 50% was used as a product of direct expenses. Direct costs were also estimated to reflect the cost of educating healthcare professionals. This approach was also adopted by the Florida Board of Governor's Medical Education Funding report which followed implemented the methodology by Jones and Korn's "On the Cost of Educating a Medical Student" published by AAMC in 1997. Line 7h: Research numbers were calculated using the NSF HERD report. Part II, Community Building Activities: The University of Miami Health System continues to work on innovative efforts to better meet the needs of vulnerable and under resourced populations that go beyond clinical care to address social determinants of health, which have great impact on health status. Community building activities provide community members with the necessary resources to manage care, interact with the environment, and advocate in a way that is necessary to improve health and well-being. Part III, Line 2: Total bad debt expense is determined using the hospital's patient accounting records. Part III, Line 3: Patients who render sufficient financial information to make a determination of eligibility under the hospitals' financial assistance policy are either treated as charity care (if they qualify) or given a "self- pay" discount (if they do not qualify as charity care). Part III, Line 4: The University's financial statements do not contain a footnote concerning bad debt for the hospitals. The University's financial statements account for bad debt as a reduction of revenue. For the year ended May 31, 2024, the hospitals recorded $50,210,060 of implicit price concessions as a direct reduction of patient service revenue that would have been reported as a provision for bad debts prior to the adoption of ASU 2014-09. Part III, Line 8: The source of this information is the Medicare Cost Report data, which uses a "cost to charge" ratio methodology. The University of Miami Hospital and Clinics (UMHC) is a Prospective Payment System (PPS) exempt hospital and, as such, is cost based reimbursed for both inpatient and outpatient services. For inpatient services, the limit is the TEFRA target limit. The hospital, on occasion, exceeds the target rate and does not receive full cost reimbursement. The TEFRA target amount is updated by the Medicare program annually by the TEFRA updating factor. However, the amount of the TEFRA updating factor is always significantly less than the actual healthcare inflation factor because the Medicare program includes a "budget neutrality" factor for the overall Medicare program. For outpatient services, the limit is the payment to cost ratio (PCR). The PCR was established using a base year, which was 1996, at a rate of 85.5% of cost. The PCR for all PPS-exempt cancer centers was 89% from 1/1/20 to 5/31/20, and also 89% through 5/31/21; therefore, the hospital currently does not receive payment for about 11% of its outpatient cost. Part III, Line 9b: The hospital provides care to patients who are financially unable to pay for the healthcare services they receive, and because the Hospital does not pursue collection of amounts determined to qualify as charity care, they are not reported in revenue. Part VI, Line 2: Needs assessment: The University of Miami Health System completed its most recent Community Health Needs Assessment (CHNA) in 2023, evaluating the health needs of individuals living in Miami-Dade County, Florida. The CHNA identifies the target audience when working to improve health outcomes for residents with the greatest needs. The completion of the CHNA and corresponding implementation plan allowed the University of Miami Health System to prioritize the significant health needs of the community and develop a robust strategy to address those needs. A multidisciplinary committee reviewed the CHNA and provided oversight for activities in the implementation plan. The committee leads the efforts in developing the assessment, implementation strategy and working with the Board of Directors to obtain necessary approvals. Part VI, Line 3: Patient education of eligibility for assistance: The University of Miami Health System provides financial assistance for medically necessary care to patients who are in the U.S. legally with family income levels up to four times the Federal Poverty Income Guidelines. The Financial Assistance Policy is made available in plain language in English, Spanish, and Haitian Creole on the University of Miami Health System's website. Part VI, Line 4: Community information: The University of Miami Health System's main campus is situated in and primary serves Miami-Dade County, with 69.9% of residents coming from within the county. Miami-Dade County is a "minority-majority," in that a racial and ethnic minority group comprises much of the population with approximated 70.3% Latino or Hispanic residents; 14.1% Black/African American; 11.7% white, non-Hispanic; 1.4% Asian; and 0.3% American Indian and Alaska Native. Miami-Dade has a relatively young population with 78.9% of persons being under the age of 65, and 18.5% under the age of 18. In Miami-Dade County 12.0% of families live below the federal poverty level, with a median household income of $65,415 as compared to 9.3% and $69,226 respectively in the State of Florida. Miami-Dade County is in South Florida and is home to many immigrants from across the globe. Additionally, the county is increasingly vulnerable to the changing climate. Part VI, Line 5: Promotion of community health: The University of Miami Health System is focused on the well-being of the community served. The Miller School of Medicine, Sylvester Comprehensive Cancer Center, Bascom Palmer Eye Institute, and all clinical departments conduct critical health screenings, provide education and outreach activities to underserved populations through a myriad of activities including health fairs, free clinics, community-based screenings, referrals to low/no-cost programs, and ensure placement of mobile units in underserved communities with limited transportation. The health system's Board of Directors reviews and approved the CHNA and corresponding implementation plan further ensuring the organizational commitment to improving overall community health. Part VI, Line 6: Affiliated health care system: The organization has an affiliationagreement with Miami-Dade County's Public Health Trust (PHT) to provideteaching physicians who supervise PHT's interns and residents at JacksonMemorial Hospital. 1 123 THERAPY INC 3670 N 54TH AVE HOLLYWOOD FL 330212340 453437211 159720 0 N/A N/A RESEARCH ADRIANA TAFUR SERVICES INCORPORATED 2020 NE 163RD ST STE 207 N MIAMI BEACH FL 331624927 510535858 52461 0 N/A N/A RESEARCH ADVANCING SICKLE CELL ADVOCACY PROJECT INC 740 NW 177TH TER MIAMI FL 331694714 474705477 501(c)(3) 41480 0 N/A N/A RESEARCH AECOM TECHNICAL SERVICES INC 1178 PAYSPHERE CIRCLE CHICAGO IL 606740011 952661922 119016 0 N/A N/A RESEARCH ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BELFER 1108 BRONX NY 104611900 830621846 501(c)(3) 93867 0 N/A N/A RESEARCH ANGEL SPEECH AND THERAPY SERVICES INC 5470 W 16TH AVE HIALEAH FL 330122105 462204485 68176 0 N/A N/A RESEARCH ATMOSPHERIC AND ENVIRONMENTAL RESEARCH INC PO BOX 5175 NEW YORK 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FOUNDATION FOR PHYSICAL MEDICINE AND REHABILITATION (INACTIVE) 9700 W BRYN MAWR SUITE 200 ROSEMONT IL 60018 043630273 501(c)(3) 6500 0 N/A N/A GENERAL SUPPORT FRIENDS OF THE NATIONAL INSTITUTE OF NURSING RESEARCH PO BOX 855 LEXINGTON KY 40588 521832014 501(c)(3) 11000 0 N/A N/A GENERAL SUPPORT GILDA'S CLUB OF SOUTH FLORIDA INC 4850 W PROSPECT RD FT LAUDERDALE FL 333093048 650528626 501(c)(3) 10000 0 N/A N/A GENERAL SUPPORT GLIOBLASTOMA RESEARCH ORGANIZATION INC 2045 BISCAYNE BLVD 189 MIAMI FL 331375025 832388861 501(c)(3) 6000 0 N/A N/A GENERAL SUPPORT GREATER FORT LAUDERDALE CHAMBER OF COMMERCE INC 512 NE 3RD AVE FORT LAUDERDALE FL 333013236 590250255 501(c)(6) 27355 0 N/A N/A GENERAL SUPPORT GREATER MIAMI CHAMBER OF COMMERCE INC 1 SE 3RD AVE STE 1410 MIAMI FL 331311700 590358775 501(c)(6) 47350 0 N/A N/A GENERAL SUPPORT GREATER PLANTATION CHAMBER OF COMMERCE INC 7401 NW 4TH ST PLANTATION FL 333172204 590977809 501(c)(6) 19200 0 N/A N/A GENERAL SUPPORT HEALTH INFORMATION PROJECT INC 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251410081 501(c)(3) 10000 0 N/A N/A GENERAL SUPPORT PANCREATIC CANCER ACTION NETWORK INC 1500 ROSECRANS AVE MANHATTAN BEACH CA 902663763 330841281 501(c)(3) 33500 0 N/A N/A GENERAL SUPPORT RETIRED FIREFIGHTERS OF PALM BEACH COUNTY 14851 69TH DR N WEST PALM BEACH FL 33418 455194387 501(c)(3) 10000 0 N/A N/A GENERAL SUPPORT SHARSHERET INC 1086 TEANECK RD STE 2G TEANECK NJ 076664855 134198529 501(c)(3) 15000 0 N/A N/A GENERAL SUPPORT SOUTH FLORIDA HISPANIC CHAMBER OF COMMERCE INC 333 ARTHUR GODFREY RD STE 300 MIAMI BEACH FL 331403642 650511241 501(c)(6) 25400 0 N/A N/A GENERAL SUPPORT THE GREATER HOLLYWOOD CHAMBER OF COMMERCE INC 330 NORTH FEDERAL HIGHWAY HOLLYWOOD FL 33020 590293937 501(c)(6) 8300 0 N/A N/A GENERAL SUPPORT THE LEUKEMIA & LYMPHOMA SOCIETY INC PO BOX 22443 NEW YORK NY 100872443 135644916 501(c)(3) 285000 0 N/A N/A GENERAL SUPPORT UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 782293900 741586031 State of TX 10000 0 N/A N/A GENERAL SUPPORT 191 37 Scholarships for tuition housing meals and books 11183 622655384 N/A N/A Part I, Line 2: Procedure for Monitoring Grants: Grants to organizations and individuals awarded for the purpose of conducting research are monitored as follows: Subcontracts are issued with a defined scope of work and a budget and include other terms and conditions such as frequency of required reporting. The faculty member at the University of Miami responsible for the grant monitors the scientific progress via site visits, correspondence, reports, etc. Invoices submitted for payments by the outside organization or by an individual are approved by the University of Miami Faculty member responsible for the grant. Schedule I, Part III: Assistance to the University students in the form of scholarships are awarded for the purpose of aiding with the cost of attending the University (i.e., for tuition, housing and meals). Scholarships are based on need and academic achievement. Total scholarships, grants and loans cannot exceed the total cost of attendance. The University publishes criteria for the eligibility requirements needed to award a scholarship. The amount of aid awarded is based on a need analysis formula developed by the federal government and includes verification of the information submitted by the student. X X X X 1 1 X X X X X X 0 1 0 0 0 1 0 1 0 Mario Cristobal Head Coach, Football 8011722 0 150000 0 78510 0 33000 0 29651 0 8302883 0 0 0 Joseph Echevarria CEO University of Miami, CEO UHealth 1602116 0 1434375 0 1178262 0 33000 0 37231 0 4284984 0 0 0 Dipen Parekh COO UHealth, Chair Urology,Physician 2168435 0 1413288 0 404496 0 33000 0 34268 0 4053487 0 0 0 James Larranaga Head Coach, Men's Basketball 3177250 0 250000 0 137980 0 33000 0 25534 0 3623764 0 0 0 Joseph Lamelas Chief Cardiac Surgery & Physician 2746920 0 200000 0 60664 0 33000 0 17685 0 3058269 0 0 0 Dan Radakovich VP & Director of Athletics 1971515 0 286986 0 128757 0 33000 0 27506 0 2447764 0 0 0 Julio Frenk President 1342047 0 275486 0 152524 0 33000 0 270367 0 2073424 0 0 0 Lee Kaplan Director Sports Medicine & Physician 1607231 0 101050 0 259023 0 33000 0 49528 0 2049832 0 0 0 Jeffrey Duerk EVP Academic Affairs & Provost (FMR) 865598 0 91564 0 53550 0 33000 0 37338 0 1081050 0 0 0 Rudy Fernandez EVP UM Operations & External Affairs 845534 0 113165 0 30414 0 33000 0 18605 0 1040718 0 0 0 Willy Prado EVP & Provost (Interim) 555046 0 0 0 191994 0 33000 0 14395 0 794435 0 0 0 Jacqueline Travisano EVP & COO (FMR) 418499 0 181396 0 30369 0 33000 0 18526 0 681790 0 0 0 Marc Buoniconti Trustee & Senior Director 165070 125000 0 0 26747 0 19191 0 2736 0 213744 125000 0 0 Frances Davis Secretary to the Board 224808 0 22110 0 15449 0 27385 0 35702 0 325454 0 0 0 Leslie Dellinger Aceituno Secretary (FMR) 169932 0 0 0 4007 0 0 0 20172 0 194111 0 0 0 Edward Dauer Trustee & Professor of Clinical 85451 0 0 0 34104 0 13468 0 27019 0 160042 0 0 0 Part I, Line 1a First Class Travel: First class travel was provided to President Julio Frenk during fiscal year ended May 31, 2024. Travel for Companions: Business-related spousal travel was not provided to any executive during the fiscal year ended May 31, 2024. House and Household Assistance: A house and household assistance is provided to the President Julio Frenk at the convenience of the employer as a condition of employment. Certain amounts were included in taxable income for President Julio Frenk. Tax Gross-Up Payments: Tax Gross-Up Payments were provided to President Julio Frenk, Jacqueline Travisano, Marc Buoniconti, and Dan Radakovich. Part I, Line 4b Non-qualified retirement plans: Non-qualified retirement plans were provided to Dan Radakovich, James Larranaga, Jeffrey Duerk, Joseph Lamelas, Lee Kaplan and Julio Frenk. Amounts were $22,500 for all noted. Part I, Line 6 The University of Miami provides certain bonuses and incentive compensation to certain officers, and highly compensated individuals, which are reported on Schedule J, Columns B(ii) and B(iii). Bonus and incentive compensation: Incentive compensation paid to executives is established using a best practice approach, including a robust assessment of peer group, market data with the support of a third-party compensation consultant who is independent from the University and reports directly to the Board of Trustees and/or UHealth Board of Directors as applicable. The incentive opportunities provided to executives are performance-based. At the beginning of each performance cycle (i.e., fiscal year), in addition to net earnings, a detailed set of metrics are established and approved by each respective board's compensation committee. These metrics include: quality, patient safety, access, workplace culture, patient/student experience, etc. For executives whose primary responsibilities include roles at both the University and UHealth separate sets of metrics are established based on those specific accountabilities and separate payouts occur, if metrics are achieved. Other reportable compensation listed on Schedule J, column B(iii), also includes certain miscellaneous benefits (e.g., taxable clothing/athletic gear), life insurance coverage, long-term disability coverage, taxable retirement benefits, etc. Part I, Line 7 Certain officers received sign-on bonuses, and payments for assuming duties outside of their job requirements / description Additional Information: Base compensation for listed executives is established using a best practice approach, including a robust assessment of peer group, market data with the support of a third-party compensation consultant who is independent from the University and reports directly to the Board of Trustees and/or UHealth Board of Directors as applicable. Note: Mario Cristobal received $314,697 in base compensation, eligible for annual increases, the remainder includes other contractual guaranteed base payment(s). James Larranaga received $312,803 in base compensation, eligible for annual increases, the remainder includes other contractual guaranteed based payment(s). Dipen Parekh received $364,583 in "other reportable compensation" associated with other roles outside of the Chief Operating Officer role for UHealth. Joseph Echevarria receives base compensation for his role as CEO of UHealth and does not receive base compensation for his role as CEO of the University. A Miami-Dade Co Educ Fac Authority 521418508 59333AFW6 2007-04-26 473302568 See Schedule K, Part VI 1 0 0 B Miami-Dade Co Educ Fac Authority 521418508 59333ALR0 2012-12-12 106138985 See Schedule K, Part VI 0 0 0 C Miami-Dade Co Educ Fac Authority 521418508 59333AMB4 2015-10-07 432889335 See Schedule K, Part VI 0 0 0 D Miami-Dade Co Educ Fac Authority 521418508 59333ANA5 2018-03-27 251677763 See Schedule K, Part VI 0 0 0 A 167645000 155070000 480088974 17381191 303488136 3097405 3351958 152770285 2009 1 1 1 1 B 4975000 106149046 1362336 929658 103763232 93819 2014 1 0 1 1 C 433709816 9394090 221307671 2213897 200794159 2017 1 1 1 1 D 3470000 257518935 14566425 1657665 241294845 2020 1 0 1 1 A 0 1 1 1 1 1 0.00330 0.00650 0.00980 0 0 1 B 0 1 1 1 1 1 0 0 1 C 0 1 1 1 1 1 0.00630 0.00630 0 1 0.00380 0 1 D 0 1 1 1 1 1 0.01000 0.01000 0 0 1 A 1 0 0 1 Bayerische Landesbank 2.100000000000 1 1 1 B 0 0 0 1 0 0 0 1 1 C 0 0 0 1 0 0 0 1 1 D 0 0 0 1 0 0 0 1 1 A 1 B 1 C 1 D 1 Schedule K, Part I - Line A, Column F: Series 2007 Bonds - Acquire, construct, equip and renovate University facilities and refunding of prior issues: Series 1993- Issue Date January 5, 1994; Series 1996A- Issue Date March 13, 1996; Series 1996B - Issue Date October 1, 1996; Series 1997A - Issue Date January 10, 1997; Series 1997B - Issue date April 1, 1997; Series 2000A - Issue Date December 7, 1999; Series 2000B - Issue Date February 3, 2000; Series 2004A - Issue Date January 16, 2004; Schedule K, Part I - Line B, Column F: Series 2012 Bonds - Finance and refinance the acquisition, construction, renovation and equipping of University facilities. Schedule K, Part I - Line C, Column F: Series 2015 Bonds - Finance or refinance the costs of the acquisition, construction, renovation and equipping of University facilities and refunding of prior issues. Refunded Series 2007A - Issue date April 26, 2007 and Series 2008A - Issue date May 8, 2008. Schedule K, Part I - Line D, Column F: Series 2018 Bonds - Finance or refinance, including through reimbursement, the acquisition, construction, renovation, and equipping of University facilities. Schedule K, Part I - Line C, Column C: CUSIP #59333AMB4; 59333AMA6 Schedule K, Part II - Line 3, Column A: Variance of $6,786,406 when compared to Part I - Line A, Column (e) is due primarily to interest earnings. Schedule K, Part II - Line 3, Column B: Variance of $10,060 when compared to Part I - Line B, Column (e) is due primarily to interest/dividend earnings and unspent issuance cost. Schedule K, Part II - Line 3, Column C: Variance of $820,482 when compared to Part I - Line C, Column (e) is due primarily to interest/dividend earnings. Schedule K, Part II - Line 3, Column D: Variance of $5,841,171.92 compared to Part I - Line D, Column (e) is due primarily to interest/dividend earnings. Schedule K, Part IV - Line 1, Column A: Form 8038-T filed on 6/28/2016 for the Series 2007. Form 8038-T filed on 7/19/2011 for the Series 2007. Schedule K, Part IV - Line 2c, Column A, B, C, and D: Last rebate computation date 5/31/2023. No rebate due and no filing required on the Series 2007AB, 2012A, 2015A and 2018A. 38070 Stipend Tuition Asst 23000 Scholarship/Assistance Tuition Asst 20579 Disct Tuition Tuition Asst Andrew Camner See Part V 91310 See Part V 0 Felicia Knaul See Part V 455854 See Part V 0 Eric Winter See Part V 161551 See Part V 0 Laura Chamorro Dauer See Part V 134706 See Part V 0 Amruta Parekh See Part V 247615 See Part V 0 Oleta Partners LLC See Part V 274188 See Part V 0 John Alzate See Part V 221657 See Part V 0 Maritza Suarez See Part V 489193 See Part V 0 Schedule L, Part IV - Lines 1-4, 8 Col B Family member of trustee. Schedule L, Part IV - Lines 2, 7 Col B Family member of officer. Schedule L, Part IV - Lines 1-5, 7-8 Col D Family member employment. Schedule L, Part IV - Line 5 Col B Family member of key employee Schedule L, Part IV - Line 6 Col B University trustee Schedule L, Part IV - Line 6 Col D Business Transactions - sublease X 40 2429073 Fair Market Value X 1 23379 Fair Market Value X 310 24356319 Fair Market Value X 2 1282461 Fair Market Value X Equipment 7 141902 Fair Market Value 24 0 1 1 Part I, Line 32b: Third Party or Related Organizations Utilized: The University utilizes external brokers to sell securities when the donated securities are not deemed to fit into the University's investment portfolio. Form 990, Part VI, Section A, line 2 Family and Business Relationships: Stuart Miller - Trustee, and Steven Saiontz - Trustee - Business Relationship; Phillip T. Frost - Trustee, Phillip T. George - Trustee - Business Relationship; Jonathan Vilma - Trustee, Alice Vilma - Trustee - Family Relationship Form 990, Part VI, Section A, line 4 Bylaws were updated to state the following: Trustees must complete a self-assessment prior to expiration of their terms. Required total minimum of trustee members of the Executive Committee has been changed. The Board shall annually elect a CEO. Managing Officers have been updated. Form 990, Part VI, Section B, line 11b Board Review of Form 990: Process by which the governing body was provided a copy of form 990 prior to filing: Form 990 is prepared by the University's Office of the Controller and reviewed by KPMG, LLP. Due to schedule constraints of committee chairs and members, the meeting dates for the Audit and Compliance Committee fluctuate from year to year. The University provides Form 990 to the Committee prior to filing. If the Committee's meeting dates do not coincide with the availability of the return, it is provided to the Committee electronically with time provided for questions and comments. Subsequent to the Committee's review, the Office of the Secretary shares a copy of the final return with all voting members of the Board prior to the return being filed. Form 990, Part VI, Section B, line 12c Monitoring and Compliance with Conflict of Interest Policy: The Office of the Secretary of the Board of Trustees sends to all trustees, officers, and key employees, an annual conflict of interest questionnaire together with the Policy adopted by Board. Once replies are received, they are reviewed by the Chairs of the Board and the Conflict of Interest Sub-Committee. When apparent conflicts arise, the sub-committee reviews and approves a waiver of conflict and conflict management plan or denies a waiver of the relationship or proposal creating the conflict. Form 990, Part VI, Section B, line 15 Process for Review of Compensation of Officers and Key Employees: The Talent and Compensation Sub-Committee of the Executive Committee (the "Sub-Committee") reviews a summary of proposed compensation and survey data for any offer to a new officer or key employee of the University, including the President and trustees who are employees of the University. Once the compensation is approved, it is provided to the payroll office as a record of the committee's approval. Minutes of the meeting of the Sub-Committee are recorded by the Office of the Secretary. The following process is performed annually, typically at the May/June meeting of the Sub-Committee to approve compensation for i) the officers (the Senior Executives, including the President and his or her non-administrative direct reports, which include Executive Vice Presidents, and the Senior Vice Presidents, as well as the Secretary and Treasurer; ii) the Senior Leadership (Vice Presidents (non-UHealth) and Academic Deans); iii) the Intercollegiate Athletic Director; and iv) Related Persons (employees who are current trustees; Family members of current trustees, Senior Executives, or Senior Leadership; former presidents or former trustees for up to five (5) years following the conclusion of their service): each officer's supervisor completes a written performance review and proposes a salary increase, prior to the meeting. The University participates in an annual comprehensive compensation survey compiled by an actuarial firm. The actuarial firm produces a survey of universities across the United States and, separately, data from for-profit corporations for positions that have a for-profit equivalent. The Sub-Committee receives the performance appraisals for each officer, the completed survey prepared by the actuary, and the current and proposed salaries and other cash compensation for each officer, including the President, Senior Leadership and Related Persons. After review and discussion, the Sub-Committee approves the compensation for Related Persons, Senior Leadership, and the officers listed above, including the President, who is excused while deliberation about his/her performance and compensation is discussed. Once compensation is approved, it is signed by the President and the Chair of the Sub-Committee, and provided to the payroll office, with a copy maintained in the Office of the Secretary, as a record of the Committee's approval. Minutes of the meeting of the Sub-Committee are recorded by the Office of the Secretary. Further, the Sub-Committee receives an annual report from the UHealth Board of Directors Talent and Compensation Committee identifying approved total compensation decisions for the previous year, including any chiefs who directly report to the Executive Vice President for Health Affairs and CEO of UHealth. The Sub-Committee reviews executive compensation in April/May as described above. Form 990, Part VI, Section C, line 19 Governing Documents, Conflict of Interest Policy and Financial Statements Made Available to the General Public: The State of Florida, Department of State, Division of Corporations requires an annual registration filing, including any changes to Charter. Once filed, the Charter can be viewed on the State of Florida web site. Financial statements of the university are made available on the University's website. The University's financial statements are also made available to the general public on the federal government's census bureau website. The University's Bylaws and the Board's Conflict of Interest Policy are not made available to the public. Form 990, Part VII, Section A, Officers, Directors, Trustees: Edward A. Dauer is a Trustee and also serves as Research Associate Professor in the College of Engineering. Average hours per week estimate of 40 hours is based on a full time teaching load. Marc Buoniconti is a Trustee and also Senior Director - Advocacy and Donor Relations at the Miami Project to Cure Paralysis. Average hours per week estimate of 40 hours minimum is based on his being a full time, exempt employee. Form 990, Part XI, line 9: Other Pension Related Gains / Losses -4,108,969. Other Misc Adj. -1,586. Biscayne View Properties LLC 1501 NW 9th Avenue 22615 Miami FL 33136 590624458 Real Estate FL University of Miami Crestre LLC 1501 NW 9th Avenue 22615 Miami FL 33136 202458426 Real Estate FL 525000 Biscayne View Properties LLC 1509 Venture LLC 1501 NW 9th Avenue 22615 Miami FL 33136 202458426 Real Estate FL 1791597 Biscayne View Properties LLC East Urban LLC 1501 NW 9th Avenue 22615 Miami FL 33136 202458426 Real Estate FL 5003305 Biscayne View Properties LLC Triprop LLC 1501 NW 9th Avenue 22615 Miami FL 33136 202458426 Real Estate FL 4290059 Biscayne View Properties LLC 7th Avenue Market LLC 1501 NW 9th Avenue 22615 Miami FL 33136 202458426 Real Estate FL 1294266 2997329 Biscayne View Properties LLC Equi Terra LLC 1501 NW 9th Avenue 22616 Miami FL 33136 590624458 Real Estate FL University of Miami Ten Bor LLC 1501 NW 9th Avenue 22615 Miami FL 33136 273025289 Real Estate FL Equi Terra LLC PT Property Holding LLC 1501 NW 9th Avenue 22615 Miami FL 33136 273025289 Real Estate FL Equi Terra LLC University of Miami Preservation LLC 1535 Levante Ave Suite 201A Miami FL 33146 590624458 Hold UM Designated Easement FL University of Miami 1925 Ventures LLC 1395 Brickell Ave 14th Floor Miami FL 33131 590624458 Real Estate FL 1465580 University of Miami WVUM Inc PO Box 248191 Coral Gables FL 33124 591729614 Edu Radio FL 501(C)(3) Line 7 N/A 1 University Rathskeller Inc 1330 Miller Drive Coral Gables FL 33146 591410632 Student Food & Beverage FL 501(C)(3) Line 5 N/A 1 Ophthalmology Research Foundation Inc PO Box 015869 Miami FL 33101 237081974 Fundraising FL 501(C)(3) Line 12c, III-FI N/A 1 The Buoniconti Fund to Cure Paralysis 1095 NW 14th Terrace Miami FL 33136 650244316 Fundraising FL 501(C)(3) Line 7 N/A 0 Florida Lions Eye Bank Inc 900 NW 17th Street 3rd Floor Miami FL 33136 590967012 Fundraising/Donation FL 501(C)(3) Line 10 N/A 0 Cane Angel Network Inc 1951 NW 7th Avenue Miami FL 33136 843960646 Research innovation & Educ FL 501(C)(3) Line 12a, I N/A 1 Crut (3) Charitable Remainder Unitrust FL N/A 0 Perpetual (10) Perpetual Trust FL N/A 0 Remainder (4) Remainder Trust FL N/A 0 University of Miami Insurance Company PO Box 1051 Grand Cayman CJ KY1-1102 981756735 Self-Insurance CJ UNIVERSITY OF MIAMI C 739207 12905466 1.00000 1 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 1 WVUM Inc R 154490 See Part VII Cane Angel Network Inc R 52990 See Part VII Ophthalmology Research Foundation Inc K 2483622 See Part VII University Rathskeller Inc R 163260 See Part VII University of Miami Insurance Company B 14519562 See Part VII Form 990 - Schedule, R, Part V, Line 2 Method used to determine the transaction amounts with controlled organizations is based on cash provided to, or received from each controlled organization.