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  5. MIAMI HEART RESEARCH INSTITUTE, INC.

MIAMI HEART RESEARCH INSTITUTE, INC. - Florida Company Profile

Company Details

Entity Name: MIAMI HEART RESEARCH INSTITUTE, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 10 May 1963 (62 years ago)
Last Event: RESTATED ARTICLES
Event Date Filed: 21 Nov 2017 (7 years ago)
Document Number: 705584
FEI/EIN Number 590674260

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 4770 BISCAYNE BLVD SUITE 500, MIAMI, FL, 33137, US
Mail Address: 4770 BISCAYNE BLVD SUITE 500, MIAMI, FL, 33137, US
ZIP code: 33137
County: Miami-Dade
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MHRI RETIREMENT SAVINGS PLAN 2023 590674260 2024-09-25 MIAMI HEART RESEARCH INSTITUTE INC. 11
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-07-01
Business code 621510
Sponsor’s telephone number 3056743020
Plan sponsor’s address 4770 BISCAYNE BLVD, SUITE 500, MIAMI, FL, 33137

Signature of
Role Plan administrator
Date 2024-09-25
Name of individual signing NANCY R CAVALIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-25
Name of individual signing NANCY R CAVALIE
Valid signature Filed with authorized/valid electronic signature
MHRI RETIREMENT SAVINGS PLAN 2022 590674260 2023-10-03 MIAMI HEART RESEARCH INSTITUTE INC. 12
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-07-01
Business code 621510
Sponsor’s telephone number 3056743020
Plan sponsor’s address 4770 BISCAYNE BLVD, SUITE 500, MIAMI, FL, 33137

Signature of
Role Plan administrator
Date 2023-10-03
Name of individual signing NANCY R CAVALIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-03
Name of individual signing NANCY R CAVALIE
Valid signature Filed with authorized/valid electronic signature
MHRI RETIREMENT SAVINGS PLAN 2021 590674260 2022-09-23 MIAMI HEART RESEARCH INSTITUTE INC. 12
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-07-01
Business code 621510
Sponsor’s telephone number 3056743020
Plan sponsor’s address 4770 BISCAYNE BLVD, SUITE 500, MIAMI, FL, 33137

Signature of
Role Plan administrator
Date 2022-09-23
Name of individual signing NANCY R CAVALIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-23
Name of individual signing NANCY R CAVALIE
Valid signature Filed with authorized/valid electronic signature
MHRI RETIREMENT SAVINGS PLAN 2020 590674260 2021-08-03 MIAMI HEART RESEARCH INSTITUTE INC. 12
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-07-01
Business code 621510
Sponsor’s telephone number 3056743020
Plan sponsor’s address 4770 BISCAYNE BLVD, SUITE 500, MIAMI, FL, 33137

Signature of
Role Plan administrator
Date 2021-08-03
Name of individual signing NANCY R CAVALIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-03
Name of individual signing NANCY R CAVALIE
Valid signature Filed with authorized/valid electronic signature
MHRI RETIREMENT SAVINGS PLAN 2019 590674260 2020-08-03 MIAMI HEART RESEARCH INSTITUTE INC. 12
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-07-01
Business code 621510
Sponsor’s telephone number 3056743020
Plan sponsor’s address 4770 BISCAYNE BLVD, SUITE 500, MIAMI, FL, 33137

Signature of
Role Plan administrator
Date 2020-08-03
Name of individual signing NANCY R. CAVALIE
Valid signature Filed with authorized/valid electronic signature
MHRI RETIREMENT SAVINGS PLAN 2018 590674260 2019-09-04 MIAMI HEART RESEARCH INSTITUTE INC. 15
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-07-01
Business code 621510
Sponsor’s telephone number 3056743020
Plan sponsor’s address 4770 BISCAYNE BLVD, SUITE 500, MIAMI, FL, 33137

Signature of
Role Plan administrator
Date 2019-09-04
Name of individual signing NANCY R. CAVALIE
Valid signature Filed with authorized/valid electronic signature
MHRI RETIREMENT SAVINGS PLAN 2017 590674260 2018-07-27 MIAMI HEART RESEARCH INSTITUTE INC. 15
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-07-01
Business code 621510
Sponsor’s telephone number 3056743020
Plan sponsor’s address 4770 BISCAYNE BLVD, SUITE 500, MIAMI, FL, 33137

Signature of
Role Plan administrator
Date 2018-07-27
Name of individual signing NANCY R. CAVALIE
Valid signature Filed with authorized/valid electronic signature
MHRI RETIREMENT SAVINGS PLAN 2016 590674260 2017-09-05 MIAMI HEART RESEARCH INSTITUTE INC. 16
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-07-01
Business code 621510
Sponsor’s telephone number 3056743020
Plan sponsor’s address 4770 BISCAYNE BLVD, SUITE 500, MIAMI, FL, 33137

Signature of
Role Plan administrator
Date 2017-09-05
Name of individual signing NANCY R. CAVALIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-05
Name of individual signing NANCY R. CAVALIE
Valid signature Filed with authorized/valid electronic signature
MHRI RETIREMENT SAVINGS PLAN 2015 590674260 2016-07-26 MIAMI HEART RESEARCH INSTITUTE INC. 19
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-07-01
Business code 621510
Sponsor’s telephone number 3056743020
Plan sponsor’s address 4770 BISCAYNE BLVD, SUITE 500, MIAMI, FL, 33137

Signature of
Role Plan administrator
Date 2016-07-26
Name of individual signing NANCY R. CAVALIE
Valid signature Filed with authorized/valid electronic signature
MHRI RETIREMENT SAVINGS PLAN 2014 590674260 2015-07-07 MIAMI HEART RESEARCH INSTITUTE, INC 22
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-07-01
Business code 621510
Sponsor’s telephone number 3056743020
Plan sponsor’s address 4770 BISCAYNE BLVD, SUITE 500, MIAMI, FL, 33137

Signature of
Role Plan administrator
Date 2015-07-07
Name of individual signing NANCY R. CAVALIE
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Batcheller Joe Ann Chairman 4770 BISCAYNE BLVD SUITE 500, MIAMI, FL, 33137
Adams Jose AMD Vice Chairman 4770 BISCAYNE BLVD SUITE 500, MIAMI, FL, 33137
Di Pietro Oliver RMD Director 4770 BISCAYNE BLVD SUITE 500, MIAMI, FL, 33137
Mella Mary Jean C Director 4770 BISCAYNE BLVD SUITE 500, MIAMI, FL, 33137
Cavalie Nancy R Asst 4770 BISCAYNE BLVD SUITE 500, MIAMI, FL, 33137
Humphrey Tracy Director 4770 BISCAYNE BLVD SUITE 500, MIAMI, FL, 33137
CAVALIE NANCY EXEC DI Agent 4770 BISCAYNE BLVD SUITE 500, MIAMI, FL, 33137

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G14000055108 DRIVEN TO STOP HEART DISEASE ACTIVE 2014-06-09 2029-12-31 - 4770 BISCAYNE BLVD., SUITE 500, MIAMI, FL, 33137
G11000018630 FLORIDA HEART EXPIRED 2011-02-18 2016-12-31 - 4770 BISCAYNE BLVD SUITE 500, MIAMI, FL, 33137
G08162900144 FLORIDA HEART RESEARCH INSTITUTE ACTIVE 2008-06-10 2028-12-31 - 4770 BISCAYNE BLVD., SUITE 500, MIAMI, FL, 33137
G06159900171 STOP HEART DISEASE ACTIVE 2006-06-08 2026-12-31 - 4770 BISCAYNE BLVD SUITE 500, MIAMI, FL, 33137

Events

Event Type Filed Date Value Description
RESTATED ARTICLES 2017-11-21 - -
REGISTERED AGENT NAME CHANGED 2017-01-09 CAVALIE, NANCY, EXEC DIR -
AMENDMENT 2014-12-04 - -
REGISTERED AGENT ADDRESS CHANGED 2005-04-12 4770 BISCAYNE BLVD SUITE 500, MIAMI, FL 33137 -
CHANGE OF PRINCIPAL ADDRESS 2004-06-03 4770 BISCAYNE BLVD SUITE 500, MIAMI, FL 33137 -
CHANGE OF MAILING ADDRESS 2004-06-03 4770 BISCAYNE BLVD SUITE 500, MIAMI, FL 33137 -
AMENDED AND RESTATEDARTICLES 1998-05-08 - -
AMENDED AND RESTATEDARTICLES 1996-04-08 - -
AMENDED AND RESTATEDARTICLES 1994-07-21 - -
AMENDED AND RESTATEDARTICLES/NAME CHANGE 1993-01-11 MIAMI HEART RESEARCH INSTITUTE, INC. -

Documents

Name Date
ANNUAL REPORT 2024-04-09
ANNUAL REPORT 2023-02-06
ANNUAL REPORT 2022-01-28
ANNUAL REPORT 2021-02-02
ANNUAL REPORT 2020-01-10
ANNUAL REPORT 2019-02-20
ANNUAL REPORT 2018-01-16
Restated Articles 2017-11-21
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-25

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-0674260 Corporation Unconditional Exemption 4770 BISCAYNE BLVD STE 500, MIAMI, FL, 33137-3228 2018-04
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation 509(a)(3) Type II
Tax Period 2023-12
Asset 50,000,000 to greater
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 68774012
Income Amount 24640646
Form 990 Revenue Amount 3349334
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations
Sort Name FLORIDA HEART RESEARCH INSTITUTE

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A Type I, Type II, or functionally integrated Type III supporting organization. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name MIAMI HEART RESEARCH INSTITUTE INC
EIN 59-0674260
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name MIAMI HEART RESEARCH INSTITUTE INC
EIN 59-0674260
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name MIAMI HEART RESEARCH INSTITUTE INC
EIN 59-0674260
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name MIAMI HEART RESEARCH INSTITUTE INC
EIN 59-0674260
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name MIAMI HEART RESEARCH INSTITUTE INC
EIN 59-0674260
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name MIAMI HEART RESEARCH INSTITUTE INC
EIN 59-0674260
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name MIAMI HEART RESEARCH INSTITUTE INC
EIN 59-0674260
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name MIAMI HEART RESEARCH INSTITUTE INC
EIN 59-0674260
Tax Period 201512
Filing Type E
Return Type 990
File View File

Companies related by officers

Batcheller Joe Ann

FLORIDA HEART RESEARCH FOUNDATION, INC. - Active
Domestic Non-Profit (2003 )

Adams Jose AMD

FLORIDA HEART RESEARCH FOUNDATION, INC. - Active
Domestic Non-Profit (2003 )

Di Pietro Oliver RMD

FLORIDA HEART RESEARCH FOUNDATION, INC. - Active
Domestic Non-Profit (2003 )

Mella Mary Jean C

FLORIDA HEART RESEARCH FOUNDATION, INC. - Active
Domestic Non-Profit (2003 )

Cavalie Nancy R

FLORIDA HEART RESEARCH FOUNDATION, INC. - Active
Domestic Non-Profit (2003 )

Humphrey Tracy

FLORIDA HEART RESEARCH FOUNDATION, INC. - Active
Domestic Non-Profit (2003 )

Companies related by address

4770 BISCAYNE BLVD SUITE 500, MIAMI, FL, 33137, US

FLORIDA HEART RESEARCH FOUNDATION, INC.

4770 BISCAYNE BLVD SUITE 500, MIAMI, FL, 33137, US

FLORIDA HEART RESEARCH FOUNDATION, INC.

Date of last update: 02 May 2025

Sources: Florida Department of State

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