MIAMI HEART RESEARCH INSTITUTE INC

EIN: 590674260 501(c)(3) Philanthropy & Grantmaking

MIAMI, FL

Total Revenue
$11,192,176
Total Expenses
$3,427,931
Total Assets
$72,453,813
Net Assets
$70,881,615
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Financial Trends

Organization Details

Formation Year
1944
Legal Domicile
FL
Principal Officer
NANCY R CAVALIE
Phone
3056743020
Tax Period
2024-01-01 to 2024-12-31

MIAMI HEART RESEARCH INSTITUTE INC, founded in 1944, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.2M in total revenue in fiscal year 2024. Revenue surged 234% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.8M, a strong 69% operating margin.

Mission

MIAMI HEART RESEARCH INSTITUTE, INC. IS AN INDEPENDENT, NOT-FOR-PROFIT 501(C)(3) ORGANIZATION WITH THE MISSION TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF, FLORIDA HEART RESEARCH FOUNDATION, INC. BY FUNDRAISING AND FUNDING CARDIOVASCULAR RESEARCH EDUCATION AND PREVENTION PROGRAMS.

Program Service Accomplishments

Program 1
Expenses: $2,823,699

IN SUPPORT OF THE FLORIDA HEART RESEARCH FOUNDATION, INC., WE REMAIN COMMITTED TO ADVANCING CARDIOVASCULAR RESEARCH. WE ARE WELL-POSITIONED FOR A LONG AND PRODUCTIVE FUTURE IN THIS CRITICAL FIELD AND...

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IN SUPPORT OF THE FLORIDA HEART RESEARCH FOUNDATION, INC., WE REMAIN COMMITTED TO ADVANCING CARDIOVASCULAR RESEARCH. WE ARE WELL-POSITIONED FOR A LONG AND PRODUCTIVE FUTURE IN THIS CRITICAL FIELD AND TAKE GREAT PRIDE IN FUNDING RESEARCH THAT IS BOTH MERITORIOUS AND SCIENTIFICALLY VALID.TO ACHIEVE OUR MISSION, WE MUST CONTINUE TO EXPAND OUR RESEARCH CAPABILITIES AND EDUCATIONAL INITIATIVES THROUGH COLLABORATION WITH INSTITUTIONS OF EXCELLENCE. AS PART OF THIS COMMITMENT, WE REQUIRE THAT ALL FUNDED PROJECTS PUBLISH THEIR FINDINGS IN LEADING PEER-REVIEWED JOURNALS AND PRESENT THEIR RESULTS AT NATIONAL AND INTERNATIONAL CONFERENCES AND SEMINARS. OUR ULTIMATE GOAL IS TO SUPPORT RESEARCH THAT LEADS TO SIGNIFICANT BREAKTHROUGHS - INNOVATIONS THAT IMPROVE THE DIAGNOSIS, TREATMENT, AND PREVENTION OF CARDIOVASCULAR DISEASE. ADDITIONALLY, WE REQUIRE 6-MONTH PROGRESS REPORTS, INCLUDING DETAILED BUDGETS OUTLINING HOW FUNDS HAVE BEEN UTILIZED.

Program 2
Expenses: $75,000

WE ACTIVELY SUPPORT EDUCATION AND PREVENTION INITIATIVES THAT IMPROVE PUBLIC HEALTH BY REDUCING HEALTH DISPARITIES AND INCREASING ACCESS TO CARE IN MEASURABLE AND MEANINGFUL WAYS. WE BELIEVE THAT...

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WE ACTIVELY SUPPORT EDUCATION AND PREVENTION INITIATIVES THAT IMPROVE PUBLIC HEALTH BY REDUCING HEALTH DISPARITIES AND INCREASING ACCESS TO CARE IN MEASURABLE AND MEANINGFUL WAYS. WE BELIEVE THAT HEART DISEASE CAN BE PREVENTED THROUGH A COMBINATION OF BASIC AND CLINICAL RESEARCH, ALONG WITH EDUCATION ABOUT ITS CAUSES, RISK FACTORS, AND THE IMPORTANCE OF HEALTHY LIFESTYLE CHOICES. RESEARCH DISCOVERIES BENEFIT ALL OF HUMANITY, WHILE EDUCATION EMPOWERS INDIVIDUALS TO MAKE INFORMED DECISIONS - ULTIMATELY IMPROVING HEALTH OUTCOMES AND QUALITY OF LIFE. WHILE RESEARCH IS ESSENTIAL TO THE FUTURE OF HEALTHCARE, EDUCATION AND PREVENTION ARE THE CORNERSTONES OF HEALTH TODAY. IN ADDITION TO OUR RESEARCH EFFORTS, WE AWARD ANNUAL SCHOLARSHIP GRANTS IN CARDIAC NURSING. THESE SCHOLARSHIPS HAVE RECEIVED POSITIVE RECOGNITION AND FEEDBACK FROM PARTICIPANTS, AS EVIDENCED THROUGH SURVEYS, TESTIMONIALS, AND AWARDS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $77,007
Program Service Revenue $0
Investment Income $11,115,169
Other Revenue $0
TOTAL REVENUE $11,192,176

Expense Breakdown

Grants Paid $2,569,901
Salaries & Benefits $432,117
Fundraising Expenses $0
Program Expenses $2,898,699
Other Expenses $425,913
TOTAL EXPENSES $3,427,931

Year-over-Year Comparison

2024 2023 Change
Revenue $11,192,176 $3,349,334 +2.3%
Expenses $3,427,931 $2,180,842 +0.6%
Net Income $7,764,245 $1,168,492 +5.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
3
Volunteers
9

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$266,307
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOE ANN BATCHELLER CHAIRMAN 1.00
Officer Director
$0 $0 $0
JOSE ANTONIO ADAMS MD VICE CHAIR 1.00
Officer Director
$0 $0 $0
OLIVER R DI PIETRO MD TRUSTEE 1.00
Director
$0 $0 $0
TRACY TOWLE HUMPHREY TRUSTEE 1.00
Director
$0 $0 $0
MARY JEAN CATINCHI MELLA ESQ TRUSTEE 1.00
Director
$0 $0 $0
MARIA CANOSSA-TERRIS MD TRUSTEE 1.00
Director
$0 $0 $0
ELIZABETH WHALEN TRUSTEE 1.00
Director
$0 $0 $0
CHARLES E PORTER TRUSTEE 1.00
Director
$0 $0 $0
ERIC FALKENBERG TRUSTEE 1.00
Director
$0 $0 $0
NANCY R CAVALIE EXECUTIVE DIRECTOR 40.00
Officer
$240,000 $26,307 $266,307
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $11,192,176 $3,427,931 $72,453,813 $7,764,245
2023 $3,349,334 $2,180,842 $68,774,012 $1,168,492
2022 $2,906,140 $2,684,518 $62,381,637 $221,622
2021 $4,746,532 $1,920,955 $78,634,349 $2,825,577
2020 $4,037,744 $2,449,547 $71,295,048 $1,588,197
2019 $2,591,627 $1,650,103 $65,893,861 $941,524
2018 $2,118,119 $1,579,084 $55,526,157 $539,035
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