2026-04-15T18:18:04-05:00 2025-05-31 135565207 KPMG LLP 350 N 5TH ST SUITE 600 MINNEAPOLIS MN 55401 990 2024-06-01 590624458 University of Miami UNIV 3052844877 PO Box 248106 Coral Gables FL 331242912 Ramon Coto VP & CFO 3052844877 2026-04-14 0 0 Holly Moen P01800653 6123055000 2024 2025-03-06 01:10:19Z Ramon Coto 1252 Memorial Dr Rm 230 CG FL 33146 8508343524 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. 53 45 31541 526 4091606 94182 1020602740 1008009925 5286112903 5825358169 174230129 197326302 7194707 8707245 6488140479 7039401641 743540372 791373249 0 0 2870571262 3197836879 0 0 22490985 2372793696 2587798704 5986905330 6577008832 501235149 462392809 7774309683 8896386052 2976720710 3551137093 4797588973 5345248959 X See Form 990, Part I, Line 1, Description of Organization Mission. 0 0 1746266321 685375242 1268001928 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: 154 bachelors, 150 masters, and 70 doctoral (65 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), 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 combines the fundamentals of real estate development with livable community planning and design. 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 3,800 undergraduate and 570 graduate students in 21 departments and 14 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 330 graduate students, the College boasts an impressively diverse student body, consisting of students from 45 different countries. At the undergraduate level, 29.5% of the student population is Hispanic and 5.6% is Black. Females represent 38.9% 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 1,200 candidates for either J.D., LL.M. or dual degrees, and has over 23,000 living alumni worldwide. The J.D. program enrolls over 990 students from more than 108 undergraduate institutions. Of the entering J.D. students, approximately 58% are women, 54% 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 28 countries. 61% 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, and Real Property Development. 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 M.D./M.S. in Global Medical Sciences, 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. 593090746 68062010 153140836 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, China, Colombia, France, Germany, Hong Kong, Ireland, Israel, Italy, 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. 3688859135 45091 4050501873 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 2,700 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 24 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. Recent expansions include UHealth Doral Medical Center, a six-story multispecialty facility in Downtown Doral, and UHealth SoLe Mia in North Miami, standing at seven stories. 112333732 37890907 353713532 Expenses primarily represent auxiliary enterprises, including intercollegiate athletics, parking, student housing and student dining. Other program services revenues primarily represent auxiliary enterprises revenue. 112333732 37890907 353713532 6140549934 1 0 0 1 0 0 0 1 0 1 1 1 0 0 1 1 0 1 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 29530 5 1 31541 1 1 1 1 CJ 0 0 0 1 1 0 0 0 1 0 1 0 X 53 45 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 Assoc VP Controller 3052844877 5187 Ponce de Leon Blvd Coral Gables FL 33146 X Joseph Echevarria CEO University of Miami, CEO UHealth 80.00 X X 5896486 0 840858 Julio Frenk President (thru 6/12/2024) 80.00 X X 3080098 0 236502 Marc Buoniconti Trustee & Senior Director 20.00 20.00 X 199208 125000 22827 Edward Dauer Trustee & Professor of Clinical 40.00 X 125111 0 44496 Devang Desai Trustee & Lecturer 10.00 X 5000 0 0 Leonard Abess Trustee 1.00 X 0 0 0 Marivel Andreu Trustee 4.00 X 0 0 0 Hilarie Bass Trustee 2.00 X 0 0 0 Fred Berens Trustee 3.00 X 0 0 0 Tracey Berkowitz Trustee 2.00 X 0 0 0 Adam E Carlin Trustee 4.00 X 0 0 0 Wayne E Chaplin Trustee & Vice Chair 1.00 X 0 0 0 Charles E Cobb Trustee 0.00 X 0 0 0 Jaret Davis Trustee 3.00 X 0 0 0 Al Dotson Jr Trustee 1.00 X 0 0 0 Darren Dupriest Trustee 7.00 X 0 0 0 David L Epstein Trustee 5.00 X 0 0 0 Richard D Fain Trustee 6.00 X 0 0 0 Phillip Frost Trustee 5.00 X 0 0 0 Phillip T George Trustee 2.00 X 0 0 0 Rose Ellen Greene Trustee 1.00 X 0 0 0 Barbara Hecht Havenick Trustee 2.00 X 0 0 0 Wayne Holman Trustee 4.00 X 0 0 0 Manuel Kadre Trustee & Chair 15.00 X 0 0 0 Jayne Sylvester Malfitano Trustee 2.00 X 0 0 0 Jose R Mas Trustee 2.00 X 0 0 0 Patricia Menendez-Cambo Trustee 2.00 X 0 0 0 Stuart A Miller Trustee 20.00 X 0 0 0 William L Morrison Trustee & Vice Chair 20.00 X 0 0 0 Judi Prokop Newman Trustee 1.00 X 0 0 0 Aaron S Podhurst Trustee 10.00 X 0 0 0 Julia Quinn Trustee 2.00 X 0 0 0 Aneesha Raj Trustee 40.00 X 0 0 0 Alex E Rodriguez Trustee 1.00 X 0 0 0 Steven J Saiontz Trustee 2.00 X 0 0 0 Robert E Sanchez Trustee 5.00 X 0 0 0 Marvin R Shanken Trustee 1.00 X 0 0 0 Laurie S Silvers Trustee 5.00 X 0 0 0 HT Smith Jr Trustee 6.00 X 0 0 0 Jacquelyn R Soffer Trustee 0.00 X 0 0 0 E Roe Stamps IV Trustee 10.00 X 0 0 0 Kimberly Stone Trustee 0.00 X 0 0 0 Ronald G Stone Trustee 5.00 X 0 0 0 Daniel Sundheim Trustee 1.00 X 0 0 0 Alia Tutor Trustee 3.00 X 0 0 0 Hector Tundidor Jr Trustee 5.00 X 0 0 0 Ana VeigaMilton Trustee 4.00 X 0 0 0 Jonathan Vilma Trustee 0.00 X 0 0 0 Maribel C Wadsworth Trustee 2.00 X 0 0 0 David R Weaver Trustee 1.00 X 0 0 0 G Ed Williamson II Trustee 2.00 X 0 0 0 Roy Carrillo Zamora Trustee 30.00 X 0 0 0 Raymond J Zomerfeld Trustee 5.00 X 0 0 0 Rudy Fernandez EVP UM Operations & External Affairs 65.00 X 1351450 0 53352 Willy Prado EVP & Provost (Interim) 70.00 X 979138 0 53617 Frances Davis Secretary to the Board 50.00 X 315412 0 68189 Dipen Parekh COO UHealth, Chair Urology,Physician 80.00 X 3921686 0 355397 Mario Cristobal Head Coach, Football 80.00 X 8344127 0 66762 James Larranaga Head Coach, Men's Basketball 70.00 X 3666904 0 63223 Joseph Lamelas Chief Cardiac Surgery & Physician 85.00 X 3058885 0 53333 Dan Radakovich VP & Director of Athletics 70.00 X 2767690 0 68401 Michael Wang Physician & Professor 75.00 X 2424713 0 142721 Jeffrey Duerk EVP Academic Affairs & Provost (FMR) 60.00 X 740794 0 77306 Leslie Dellinger Aceituno Secretary (FMR) 50.00 X 179745 0 21188 37056447 125000 2168172 6303 1 1 0 The Robins & Morton Group 5021 Cardinal St Trussville AL 35173 Construction 172034682 The Whiting-Turner Contracting Company 300 E Joppa Rd Baltimore MD 21286 Construction 61794628 Coastal Construction of Miami Dade Count 5959 Blue Lagoon Dr STE 200 Miami FL 33126 Construction 58324470 ABM Industries Incorporated PO BOX 534198 Atlanta GA 30353 Maintenance and Repair Services 33421236 Vilar-Hoynack Construction Company LLC 9200 S Dadeland Blvd Ste 525 Miami FL 33156 Construction 30273267 1066 675607 1453667 290000 724294279 281296372 30433646 1008009925 Hospitals and Clinics 622000 3292961127 3292961127 Tuition and Fees 611310 1180900651 1180900651 Medical Prof Practice 900099 757540747 757244376 296371 Auxiliary Enterprises 900099 353690631 102269558 4718281 246702792 Local Grants and Contr 900099 153140836 153140836 87124177 86699919 424258 5825358169 135869217 -1456723 137325940 3037732 3037732 6905750 6905750 8204763 63239 6043395 20150 2161368 43089 2204457 43090 2161367 1520423965 42877 1462044926 2563 58379039 40314 58419353 58419353 337294 1453667 806585 -469291 -469291 66693 23577 43116 43116 1000 687 313 313 Advertising 541800 22900 22900 22900 7039401641 5573216467 4091606 454083643 67328673 67328673 654729705 654729705 69314871 69314871 15728532 3835989 7485486 4407057 2522911575 2360017586 150146280 12747709 134430102 128027826 6402276 352816175 203251069 147227315 2337791 171950495 159906332 10995325 1048838 917174 882391 33278 1505 4859718 4859718 453285 453285 15156631 15156631 572190498 541255151 30651637 283710 44678108 43391217 621674 665217 79422124 79352155 69969 40516451 36320201 4196250 136879712 130039448 6810034 30230 61871310 59519591 1690685 661034 31007819 27490483 3310972 206364 63646455 61855103 1791352 246903347 239680016 7223331 37543553 30338062 7205491 Medical Supplies 1093125024 1093093463 31561 Miscellaneous 158623324 135763971 22859353 UBIT Income Tax 4171 4171 6577008832 6140549934 413967913 22490985 -41222079 -49971068 1166026995 1197135428 262458277 213819877 715825125 770437418 15896872 9965226 49717336 60321121 62890760 74617887 6745233881 2888821530 3100957548 3856412351 1287873259 1402708118 969381730 1155383565 184503860 205556129 7774309683 8896386052 496846552 629042931 125407473 141861242 1647223567 2120005468 177108536 96829983 530134582 563397469 2976720710 3551137093 X 2817076248 3315043937 1980512725 2030205022 4797588973 5345248959 7774309683 8896386052 X 462392809 87866635 -2599458 X 0 1 X 1 1 1 X 776790344 895833162 935226194 1020602740 1008009925 4636462365 776790344 895833162 935226194 1020602740 1008009925 4636462365 4636462365 70655688 60165219 110211190 142599707 154411087 538042891 11566 37244 94334 143144 5174648400 24787508550 0.89600 0.90760 X 453285 453285 6570879229 6571332514 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 331532 348978 354859 453285 1488654 250000 250000 250000 250000 1000000 1500000 747502 59432547 X X X X X public ed & outreach progra 0 0 0 1589857455 36047935 148168733 -11941482 -49345044 1712787598 1365713194 47928560 230910170 -10856820 -43837648 1589857455 1344283912 80167139 -4535116 -10324586 -43878155 1365713194 1393436637 39823087 -42581007 -9399901 -36994904 1344283912 1050754202 44900777 341734777 -8886321 -35066457 1393436637 0.16830 0.76690 0.06480 0 0 190924372 190924372 3655451990 1664921016 1990530974 113361423 86073031 27288392 1430728929 860696372 570032557 1354767167 277131111 1077636056 3856412351 Limited Partnerships 653999079 F Mutual Funds 187771203 F Other 221178644 F 1062948926 Medical Self-Insurance Reserves 81007470 Refundable Deposits 244014 Accrued Postretirement Benefit Cost 81981957 Annuities Payable 5132864 Other Liabilities 395031163 563397468 X 6398818630 87866635 -2599458 85267177 6313551453 14976949 710873239 725850188 7039401641 5851158644 0 5851158644 14976949 710873239 725850188 6577008832 Part 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 or income earned through taxable subsidiaries. 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, 2022. March 31, 2025 the University acquired 100% interest in Dominion Tower, L.C., a taxable corporation. Although accounted for as an asset acquisition for GAAP purposes, the subsidiary continues to exist as a separate legal entity and remains subject to federal and state taxes. The University recorded deferred tax liabilities of $28.4 million primarily related to basis differences in acquired assets and liabilities. For the post-acquisition period ended May 31, 2025, Dominion Tower incurred a net operating loss that was not material and no material current federal or state income tax provision was recorded. Accordingly, the University has no significant provision for income taxes in its consolidated financial statements. At May 31, 2025 and 2024, there were no uncertain tax positions. Part XI, Line 2d - Other Adjustments: Other Pension Related Gains/Losses -2,599,458 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 $450,490,624, grants and contracts pass-through transactions from sponsoring agencies $ 268,046,610, cost of sales of inventories/other assets of $313; Less: Other Inc/loss $40,314, non-program related rental expenses $6,063,545 and direct expenses related to fundraising events $806,585. 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: * 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 and the Caribbean Program Services Grants to Recipients 122837 East Asia and the Pacific Program Services Grants to Recipients 1108750 Europe Program Services Grants to Recipients 2454914 Middle East and North Africa Program Services Grants to Recipients 222962 North America Program Services Grants to Recipients 20000 South America Program Services Grants to Recipients 199752 Sub-Saharan Africa Program Services Grants to Recipients 1378127 Antarctica Program Services Travel - Institutional Research and Education 10000 Central America and the Caribbean Program Services Travel - Institutional Research and Education 306293 East Asia and the Pacific Program Services Travel - Institutional Research and Education 621667 Europe Program Services Travel - Institutional Research and Education 2852202 Middle East and North Africa Program Services Travel - Institutional Research and Education 169094 North America Program Services Travel - Institutional Research and Education 390545 Russia and Neighboring States Program Services Travel - Institutional Research and Education 5811 South America Program Services Travel - Institutional Research and Education 416455 South Asia Program Services Travel - Institutional Research and Education 109637 Sub-Saharan Africa Program Services Travel - Institutional Research and Education 444400 Central America and the Caribbean Investments N/A 90053520 Europe Investments N/A 11373327 Central America and the Caribbean 18 Program Services Independent Contractors-Institutional Research and Education 279219 East Asia and the Pacific 18 Program Services Independent Contractors-Institutional Research and Education 251529 Europe 117 Program Services Independent Contractors-Institutional Research and Education 3132285 Middle East and North Africa 9 Program Services Independent Contractors-Institutional Research and Education 131393 North America 49 Program Services Independent Contractors-Institutional Research and Education 853043 Russia and Neighboring States 1 Program Services Independent Contractors-Institutional Research and Education 14567 South America 21 Program Services Independent Contractors-Institutional Research and Education 146251 South Asia 6 Program Services Independent Contractors-Institutional Research and Education 11028 Sub-Saharan Africa 7 Program Services Independent Contractors-Institutional Research and Education 50380 0 0 0 246 0 246 5517342 111612646 117129988 Central America & the Caribbean Research 22389 Wire Transfer 0 N/A N/A Central America & the Caribbean Research 55500 Wire Transfer 0 N/A N/A Central America & the Caribbean Research 10180 Wire Transfer 0 N/A N/A Central America & the Caribbean Research 34769 Wire Transfer 0 N/A N/A East Asia & the Pacific Research 492965 Wire Transfer 0 N/A N/A East Asia & the Pacific Research 225218 Wire Transfer 0 N/A N/A East Asia & the Pacific Research 77148 Wire Transfer 0 N/A N/A East Asia & the Pacific Research 144987 Check 0 N/A N/A East Asia & the Pacific Research 168432 Wire Transfer 0 N/A N/A Europe Research 82178 Wire Transfer 0 N/A N/A Europe Research 73149 Wire Transfer 0 N/A N/A Europe Research 605406 Wire Transfer 0 N/A N/A Europe Research 29581 Wire Transfer 0 N/A N/A Europe Research 57750 Wire Transfer 0 N/A N/A Europe Research 485797 Wire Transfer 0 N/A N/A Europe Research 187309 Wire Transfer 0 N/A N/A Europe Research 60811 Wire Transfer 0 N/A N/A Europe Research 96189 Check 0 N/A N/A Europe Research 181461 Wire Transfer 0 N/A N/A Europe Research 45778 Check 0 N/A N/A Europe Research 118200 Wire Transfer 0 N/A N/A Europe Research 131527 Wire Transfer 0 N/A N/A Europe Research 48100 Wire Transfer 0 N/A N/A Europe Research 6618 Wire Transfer 0 N/A N/A Europe Research 41344 Wire Transfer 0 N/A N/A Europe Research 203718 Wire Transfer 0 N/A N/A Middle East & North Africa Research 190771 Wire Transfer 0 N/A N/A Middle East & North Africa Research 32191 Wire Transfer 0 N/A N/A North America Research 20000 Wire Transfer 0 N/A N/A South America Research 23218 Wire Transfer 0 N/A N/A South America Research 23413 Wire Transfer 0 N/A N/A South America Research 103243 Wire Transfer 0 N/A N/A South America Research 49878 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 21945 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 61085 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 16850 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 62058 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 122751 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 674147 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 60760 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 128385 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 75029 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 25715 Check 0 N/A N/A Sub-Saharan Africa Research 14766 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 40620 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 23034 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 39944 Wire Transfer 0 N/A N/A Sub-Saharan Africa Research 11040 Wire Transfer 0 N/A N/A 2 46 Scholarships, Fellowship Grants Central America and the Caribbean 161 5191076 Electronic Fund N/A N/A Scholarships, Fellowship Grants East Asia and the Pacific 551 13366381 Electronic Fund N/A N/A Scholarships, Fellowship Grants Europe 356 11207336 Electronic Fund N/A N/A Scholarships, Fellowship Grants Middle East and North Africa 287 10862492 Electronic Fund N/A N/A Scholarships, Fellowship Grants North America 148 4212551 Electronic Fund N/A N/A Scholarships, Fellowship Grants Russia and Neighboring States 57 1633109 Electronic Fund N/A N/A Scholarships, Fellowship Grants South America 356 8334702 Electronic Fund N/A N/A Scholarships, Fellowship Grants South Asia 204 6158310 Electronic Fund N/A N/A Scholarships, Fellowship Grants Sub-Saharan Africa 69 2841573 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 704975 586358 118617 16874 4363 121833 110664 49045 Reception 274593 260889 13704 18340 32678 25222 1975 7 811393 606420 204973 4599 7139 182517 107756 123580 1790961 1453667 337294 21473 29842 337028 243642 174600 806585 -469291 66693 23577 0 0.00000 66693 23577 23577 43116 FL 1 0 1 0 0.00000 1.00000 Kathy Dwyer 600 Long Wharf Drive New Haven CT 06511 1 50679 9675 Bump Worldwide Inc 600 Long Wharf Drive New Haven CT 06511 Kathy Dwyer 9675 Manager provides the operating platform X 1 50679 1 1 X 1 X 300.000000000000 1 X 1 1 1 0 0 7083324 7083324 0.00110 316215194 282568203 33646991 0.00510 323298518 282568203 40730315 0.00620 4565231 4565231 0.00070 57451903 56788613 663290 0.00010 16836764 9175563 7661201 0.00120 186790546 5991282 180799264 0.02750 5889417 5889417 0.00090 271533861 71955458 199578403 0.03040 594832379 354523661 240308718 0.03660 684900 684900 0.00010 684900 684900 0.00010 1 30022259 430769596 520922859 -90153263 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/; 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 https://umiamihealth.org/billing-,-a-,-financial-information/financial-assi X https://umiamihealth.org/billing-,-a-,-financial-information/financial-assi X https://umiamihealth.org/billing-,-a-,-financial-information/financial-assi 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 solicited input from individuals and organizations that represent the broad interests of the community through multiple data collection strategies, including a Community-Based Survey, a Health System Employee Survey, a Healthcare Provider Survey, focus group sessions, and a community summit. All such strategies were organized around identifying the primary health concerns affecting the community members at home and/or work. Data respondents included community leaders serving medically underserved groups, who contribute to excess incidence, morbidity, and mortality from preventable health conditions. Results were presented in the CHNA Summit, and attendees helped rank the health priorities addressed in the implementation plan. University of Miami Hospital and Clinics Part V, Section B, Line 6a: The 2023 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 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 websites: www.msmc.com/wp-content/uploads/2024/07/msmc-community-health-improvement-plan.pdfwww.nicklauschildrens.org/patient-resources/community-outreach/community-health-needs-assessment 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, the UHealth 2023-2026 Implementation Plan focuses on Access to Quality Healthcare, Behavioral Health, Cancer, Diabetes, and Heart Disease. These five areas were selected based on level of priority determined by the community and potential for impact by the organization. The priority areas are tracked yearly and evaluated every CHNA cycle to identify opportunities for growth and revision. 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/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 under resourced populations by addressing non-medical drivers of health, which affect variability in health outcomes across our community. 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, 2025, the hospitals recorded $30,022,259 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 1/1/24 to 12/31/24, and 88% from 1/1/25 to 5/31/25; therefore, the hospital currently does not receive payment for about 11.5% 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: In addition to the CHNA, the University of Miami Health System assesses community health needs through ongoing clinical, academic, research, and community engagement activities. Through the Miller School of Medicine and its partnership with Jackson Health System, UHealth gathers insight from patient care, research, and teaching clinics, which highlight barriers to care and unmet needs. The organization also engages community-based organizations, public agencies, and coalitions to obtain regular input on local health priorities. Outreach efforts such as screenings, education programs, and events provide direct feedback from the community and partners, shaping services and priorities. 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 legal residents 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. There is signage in the UHealth ER and admitting areas informing patients of financial assistance. Information regarding the Financial Assistance Policy is included with all patient billing statements and there is a Financial Assistance page with-in the patients' portal. Patient estimate letters also include the Financial Assistance website and phone number to Patient Financial Services (PFS). PFS helps administer the process with patients. Part VI, Line 4: Community information: The University of Miami Health System's main campus is situated in and primarily serves Miami-Dade County. Approximately 70.3% of the population in Miami-Dade County is Hispanic or Latino. The county's demographic breakdown is 80.2% white; 16.1% Black/African American; 1.8% Asian; and 0.4% American Indian and Alaska Native; 0.1% Native Hawaiian or Pacific Islander; 1.4% two or more races. Miami-Dade has a relatively young population with 82.8% of people under the age of 65, and 19.7% under the age of 18. In Miami-Dade County, 14.9% of families live below the federal poverty level, with a median household income of $68,694 as compared to 12.6% and $71,711 respectively in the State of Florida. Part VI, Line 5: Promotion of community health: The University of Miami Health System is focused on the well-being of our catchment area. 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 the community 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 communities with limited transportation. The UHealth Board of Directors reviews and approves the CHNA and corresponding implementation strategy, ensuring that identified community health needs inform organizational priorities, resource allocation, and program development. Through this oversight, the Board supports the organization's commitment to community benefit. The UHealth Board includes independent members that bring diverse professional perspectives to inform decision-making and long-term planning. In addition, UHealth incorporates community input through ongoing engagement with community partners, outreach activities, and feedback mechanisms, ensuring that programs and services remain responsive to the needs of the populations served. 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333013236 590250255 501(c)(6) 28100 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) 23700 0 N/A N/A GENERAL SUPPORT GREATER PLANTATION CHAMBER OF COMMERCE INC 7401 NW 4TH ST PLANTATION FL 333172204 590977809 501(c)(6) 16225 0 N/A N/A GENERAL SUPPORT HEALTH INFORMATION PROJECT INC 4601 PONCE DE LEON BLVD STE 300 CORAL GABLES FL 331462112 800526558 501(c)(3) 50000 0 N/A N/A GENERAL SUPPORT INTERNATIONAL SOCIETY OF NURSES IN GENETICS 461 COCHRAN ROAD - BOX 246 PITTSBURGH PA 15228 521595057 501(c)(3) 5175 0 N/A N/A GENERAL SUPPORT JACKSON HEALTH FOUNDATION INC 1611 NW 12TH AVE RIVERLANDING - FOUNDATION OFFICE MIAMI FL 331361005 650077727 501(c)(3) 20000 0 N/A N/A GENERAL SUPPORT MIAMI AFFILIATE OF THE SUSAN G KOMEN BREAST CANCER FOUNDATION INC 13770 NOEL RD STE 801889 DALLAS TX 753800147 752844638 501(c)(3) 65000 0 N/A N/A GENERAL SUPPORT NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED 535 E 70TH ST NEW YORK NY 100214823 131624135 501(c)(3) 10000 0 N/A N/A GENERAL SUPPORT NOT MY DAUGHTER INC 5944 CORAL RIDGE DR 307 CORAL SPRINGS FL 330763300 811463484 501(c)(3) 25000 0 N/A N/A GENERAL SUPPORT NURSING CONSORTIUM OF FLORIDA INC 5751 SW 58TH CT SOUTH MIAMI FL 331432349 200065161 501(c)(3) 9135 0 N/A N/A GENERAL SUPPORT PANCREATIC CANCER ACTION NETWORK INC 1500 ROSECRANS AVE MANHATTAN BEACH CA 902663763 330841281 501(c)(3) 35000 0 N/A N/A GENERAL SUPPORT RONALD MCDONALD HOUSE CHARITIES 1145 NW 14TH TERRACE MIAMI FL 33136 591899866 501(c)(3) 5000000 0 N/A N/A GENERAL SUPPORT SHARSHERET INC 1086 TEANECK RD STE 2G TEANECK NJ 076664855 134198529 501(c)(3) 10000 0 N/A N/A GENERAL SUPPORT TAYLOR'S GIFT FOUNDATION 537 HOUSTON STREET COPPELL TX 75019 384161746 501(c)(3) 15000 0 N/A N/A GENERAL SUPPORT THE GREATER HOLLYWOOD CHAMBER OF COMMERCE INC 330 N FEDERAL HWY HOLLYWOOD FL 330204617 590293937 501(c)(6) 11000 0 N/A N/A GENERAL SUPPORT UNITED WAY MIAMI INC 3250 SW 3RD AVE MIAMI FL 331292712 590830840 501(c)(3) 10000 0 N/A N/A GENERAL SUPPORT 199 38 Scholarships for tuition housing meals and books 9906 654729705 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 1 1 0 0 0 1 0 1 0 Mario Cristobal Head Coach, Football 8011725 0 250000 0 82402 0 34500 0 32262 0 8410889 0 0 0 Joseph Echevarria CEO University of Miami, CEO UHealth 1911609 0 1710000 0 2274877 0 801274 0 39584 0 6737344 0 0 0 Dipen Parekh COO UHealth, Chair Urology,Physician 2647972 0 1236292 0 37422 0 317383 0 38014 0 4277083 0 0 0 James Larranaga Head Coach, Men's Basketball 3539771 0 0 0 127133 0 34500 0 28723 0 3730127 0 0 0 Julio Frenk President (thru 6/12/2024) 1319083 0 317918 0 1443097 0 34500 0 202002 0 3316600 0 0 0 Joseph Lamelas Chief Cardiac Surgery & Physician 2945921 0 0 0 112964 0 34500 0 18833 0 3112218 0 0 0 Dan Radakovich VP & Director of Athletics 2070264 0 613153 0 84273 0 34500 0 33901 0 2836091 0 0 0 Michael Wang Physician & Professor 1059823 0 1089095 0 275795 0 34500 0 108221 0 2567434 0 0 0 Rudy Fernandez EVP UM Operations & External Affairs 963361 0 357175 0 30914 0 34500 0 18852 0 1404802 0 0 0 Willy Prado EVP & Provost (Interim) 806985 0 90950 0 81203 0 34500 0 19117 0 1032755 0 0 0 Jeffrey Duerk EVP Academic Affairs & Provost (FMR) 689877 0 0 0 50917 0 34500 0 42806 0 818100 0 0 0 Frances Davis Secretary to the Board 255145 0 41250 0 19017 0 32347 0 35842 0 383601 0 0 0 Marc Buoniconti Trustee & Senior Director 171445 125000 0 0 27763 0 19930 0 2897 0 222035 125000 0 0 Leslie Dellinger Aceituno Secretary (FMR) 172349 0 0 0 7396 0 0 0 21188 0 200933 0 0 0 Edward Dauer Trustee & Professor of Clinical 90466 0 0 0 34645 0 14189 0 30307 0 169607 0 0 0 Part I, Line 1a First Class Travel: First class travel was provided to President Julio Frenk and UHealth COO Dipen Parekh during fiscal year ended May 31, 2025. Travel for Companions: Business-related spousal travel was not provided to any executive during the fiscal year ended May 31, 2025. 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, Marc Buoniconti, Leslie Dellinger, Mario Cristobal, James Larranaga, and Dan Radakovich. Part I, Lines 4a-b Non-qualified retirement plans: The following executives participated in non-qualified retirement plans: Dipen Parekh and Joseph Echevarria. Amounts were $282,883 and $766,774, respectively. Severance payments: President Julio Frenk received severance of $734,205. 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 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 $329,228 in base compensation, eligible for annual increases, the remainder includes other contractual guaranteed base payment(s). James Larranaga received $329,228 in base compensation, eligible for annual increases, the remainder includes other contractual guaranteed based payment(s). 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 59333AMB4 2015-10-07 432889335 See Schedule K, Part VI 0 0 0 C Miami-Dade Co Educ Fac Authority 521418508 59333ANA5 2018-03-27 251677763 See Schedule K, Part VI 0 0 0 D Miami-Dade Co Educ Fac Authority 521418508 59333APB1 2024-11-20 610183311 See Schedule K, Part VI 0 0 0 A 180820000 155070000 480088974 17381191 303488136 3097405 3351958 152770285 2009 1 1 1 1 B 338035000 433709816 9394090 221307671 2213897 200794159 2017 1 1 1 1 C 4270000 257518935 14566425 1657665 241294845 2020 1 0 1 1 D 3450000 614893847 5992008 90551854 2353062 429034753 86962169 2026 1 0 0 1 A 0 1 1 1 1 1 0.00330 0.00650 0.00980 0 0 1 B 0 1 1 1 1 1 0.00630 0.00630 0 1 0.00380 0 1 C 0 1 1 1 1 1 0.01000 0.01000 0 0 1 D 0 1 1 1 1 1 0.00000 0.00000 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 0 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 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 C, 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 D, Column F: Series 2024A Bonds - Finance or refinance, including through reimbursement, the acquisition, construction, renovation and equipping of University facilities and refunding of Series 2012A bonds, issue date December 12th, 2012. Schedule K, Part I - Line A, Column F: Series 2024B Bonds - Refund a portion of the Series 2015A Bonds Series 2015A - Issue date October 7th, 2015 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 $820,482.03 when compared to Part I - Line B, Column (e) is due primarily to interest earnings. Schedule K, Part II - Line 3, Column C: Variance of $5,841,171.92 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 $4,710,537.32 compared to Part I - Line D, Column (e) is due primarily to interest/dividend earnings. Schedule K, Part II - Line 3, Column A: Variance of $3,692,204.04 compared to Part I - Line A, 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, and C: Last rebate computation date 5/31/2023. No rebate due and no filing required on the Series 2007B, Series 2015A, and Series 2018A. Schedule K, Part IV - Line 2c, Column A: Rebate calculation not due yet for Series 2024B. A Miami-Dade Co Educ Fac Authority 521418508 59333APT2 2025-01-07 339832195 See Schedule K, Part VI 0 0 0 A 343524398 342170772 1343462 10164 2017 1 0 0 1 A 0 1 1 1 1 1 0.00770 0.00770 0 1 0.00380 0 1 A 0 0 0 0 0 0 0 0 1 A 1 10000 Scholarship/Assistance Tuition Asst 24516 Disct Tuition Tuition Asst Felicia Knaul See Part V 779320 See Part V 0 Laura Chamorro Dauer See Part V 139856 See Part V 0 Amruta Parekh See Part V 235480 See Part V 0 Oleta Partners LLC See Part V 351445 See Part V 0 John Alzate See Part V 229898 See Part V 0 Maritza Suarez See Part V 476137 See Part V 0 Nicole Echevarria See Part V 64172 See Part V 0 Schedule L, Part IV - Lines 1, 2, 6, 7 Col B Family member of trustee. Schedule L, Part IV - Lines 1, 5, 7 Col B Family member of officer. Schedule L, Part IV - Lines 1-3, 5-7 Col D Family member employment. Schedule L, Part IV - Line 3 Col B Family member of key employee Schedule L, Part IV - Line 4 Col B University trustee Schedule L, Part IV - Line 4 Col D Business Transactions - sublease X 20 747502 Fair Market Value X 1 40098 Fair Market Value X 237 29341931 Fair Market Value X Equipment 6 304115 Fair Market Value 16 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, and Phillip T. George - Trustee - Business Relationship; Form 990, Part VI, Section A, line 4 On May 30, 2025, the University of Miami Board of Trustees approved significant changes to its Bylaws that: reduced their length by approximately 40%; combined sections that were previously dispersed throughout the document; updated sections describing the current structure of the University; removed sections describing Board practices to be addressed in other governing documents such as Committee Charters, Policies and Resolutions, or a Board Office Manual currently under development; added "Distinguished Former Trustee" as a category of Board members, to avoid overuse of the term "Emeritus; and removed age caps, starting a nine (9) year clock on term limits for long-serving Trustees. 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 -2,599,458. Other Misc Adj. 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 1789600 Biscayne View Properties LLC East Urban LLC 1501 NW 9th Avenue 22615 Miami FL 33136 202458426 Real Estate FL 5003225 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 2994268 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 201 South Biscayne Boulevard 20th F Miami FL 33131 590624458 Real Estate FL 1484871 University of Miami UHealth Medical Facility Downtown Doral Condominium Association Inc 1501 NW 9TH Avenue Suite 200 Miami FL 33136 202458426 Leasehold Operation FL University of Miami WVUM Inc PO Box 248191 Coral Gables FL 33124 591729614 Edu Radio FL 501(C)(3) Line 7 University of Miami 1 University Rathskeller Inc 1330 Miller Drive Coral Gables FL 33146 591410632 Student Food & Beverage FL 501(C)(3) Line 5 University of Miami 1 Ophthalmology Research Foundation Inc PO Box 015869 Miami FL 33101 237081974 Fundraising FL 501(C)(3) Line 12c, III-FI University of Miami 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 Cane Angel Network Inc 1951 NW 7th Avenue Miami FL 33136 843960646 Research innovation & Educ FL 501(C)(3) Line 12a, I University of Miami 1 Crut (2) Charitable Remainder Unitrust FL N/A 0 Perpetual (9) Perpetual Trust FL N/A 0 Remainder (5) 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 5509223 35143652 1.00000 1 Dominion Tower LC 5187 PONCE DE LEON BLVD Coral Gables FL 33146 650840166 Real Estate FL UNIVERSITY OF MIAMI C -1104399 121698277 1.00000 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 1 WVUM Inc R 161963 See Part VII Cane Angel Network Inc R 346504 See Part VII Ophthalmology Research Foundation Inc K 1995366 See Part VII University Rathskeller Inc R 135157 See Part VII University of Miami Insurance Company B 25509018 See Part VII Ophthalmology Research Foundation Inc C 290000 See Part VII Dominion Tower LC R 92434639 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.