2025-05-12T10:13:48-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990PF 2023-07-01 473980933 MHA FOUNDATION INC MHAF 9284722588 431 S BEELINE HWY STE 1 PAYSON AZ 85541 KENNY EVANS BOARD PRESIDENT 9284722588 2025-05-09 1 0 COLETTE KAMPS CPA P00367616 4808394900 2025-05-09 2023 2025-03-06 01:10:19Z X 50021480 X 792534 870097 870097 870097 103249 103249 103249 103249 1607411 15795848 1607411 0 27653 0 27653 3400944 2580757 1000999 286402 0 286402 286402 191024 0 191024 191024 8648 0 8648 8648 4335 0 4335 4335 43777 0 43777 43777 173127 99651 173127 73476 57222 0 36889 36889 131026 0 131026 55191 0 55191 55191 19150 0 19150 19150 1933591 43027 1933591 1890564 2903493 142678 2883160 2609456 411215 411215 3314708 142678 2883160 3020671 86236 2438079 0 83323 250233 250233 2220357 1070993 1070993 157615 34577 157615 157615 17751 34220 34220 4688175 3602477 3388607 12595081 7397288 11627997 5355005 3768555 3500533 8819984 5770043 5370370 3467363 402663 2424083 3064700 3064700 19117600 21556212 21556212 55355936 46672336 50021480 74829 231018 13614705 4694705 13689534 4925723 X 41425456 41746613 240946 0 41666402 41746613 55355936 46672336 41666402 86236 0 41752638 6025 41746613 PUBLICLY TRADED SECURITIES 15795848 14188437 1607411 1607411 1607411 0 33889 0 33889 0 33889 50934 0 0 0 50934 0 17045 17045 0 0 0 0 0 0 0 0 0 0 0 0 1 AZ 1 1 0 1 0 1 WWW.MHAFOUNDATION.COM THE FOUNDATION 9284722588 431 S BEELINE HWY STE 1 PAYSON AZ 85541 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HEATHER STAGE 431 S BEELINE HWY 1 PAYSON AZ 85541 CEO 40.00 92176 0 0 KENNY EVANS 431 S BEELINE HWY 1 PAYSON AZ 85541 PRESIDENT 40.00 67500 0 0 CLIFF POTTS 431 S BEELINE HWY 1 PAYSON AZ 85541 VICE PRESIDENT 1.00 0 0 0 JOHN NAUGHTON 431 S BEELINE HWY 1 PAYSON AZ 85541 TREASURER 1.00 0 0 0 JONNIE GEEN 431 S BEELINE HWY 1 PAYSON AZ 85541 SECRETARY 1.00 0 0 0 JENNIFER SMITH 431 S BEELINE HWY 1 PAYSON AZ 85541 EXECUTIVE BOARD MEMBER 40.00 126726 0 0 BJ BOLLIER 431 S BEELINE HWY 1 PAYSON AZ 85541 BOARD MEMBER 1.00 0 0 0 BOBBY DAVIS 431 S BEELINE HWY 1 PAYSON AZ 85541 BOARD MEMBER 1.00 0 0 0 JENNIFER SMITH 431 S BEELINE HWY STE 1 PAYSON AZ 85541 EXECUTIVE DIRECTOR - 40.00 126726 0 0 DANIEL WATER 431 S BEELINE HWY STE 1 PAYSON AZ 85541 CERE 40.00 83581 0 0 NANCY BATTAGLIA 431 S BEELINE HWY STE 1 PAYSON AZ 85541 ADMINISTRATIVE ASSIS 40.00 60238 0 0 0 WELLS FARGO BANK NA PO BOX 5268 SIOUX FALLS SD 57117 INVESTMENT ADVISORY SERVICES 76703 0 HEALTH AND EDUCATION- TO PROMOTE RURAL HEALTH AND EDUCATION FOR MEMBERS OF RIM COUNTRY COMMUNITIES THROUGH PROGRAMS, ACTIVITIES, GRANTS, AND SCHOLARSHIPS. ALSO, TO DEVELOP A MULTI-UNIVERSITY CAMPUS FOR RURAL HIGHER EDUCATION. 3020671 0 28327507 1669596 0 29997103 0 0 29997103 449957 29547146 1477357 X 3020671 0 3250265 6270936 X 0 0 0 0 0 0 0 0 0 0 6270936 4669163 6042469 3946800 20929368 0 0 0 0 0 6270936 4669163 6042469 3946800 20929368 0 0 984905 1231420 1479665 1441241 5137231 0 0 0 0 MHA FOUNDATION- ATTN SCHOLARSHIP CH 431 S BEELINE HWY 1 PAYSON AZ 85541 9284722588 APPLICANTS MUST COMPLETE AN APPLICATION AND ALSO MUST PROVIDE HS/GED/COLLEGE TRANSCRIPTS, 2 RECOMMENDATION LETTERS, AND AN APPLICANT STATEMENT. ANNUALLY ON MARCH 29 APPLICANTS MUST BE PURSUING HUMAN HEALTH RELATED STUDIES ARIZONA AGRICULTURE EDUCATION FOUNDATION PO BOX 5310 GLENDALE AZ 85312 N/A 501C3 GENERAL SUPPORT 5000 ARIZONA AREA HEALTH EDUCATION CENTERS-CTR FOR EXCELLENCE IN RURAL EDUCATION PO BOX 572 GLOBE AZ 85502 N/A 501C3 GENERAL SUPPORT 16383 ARIZONA STATE UNIVERSITY 1150 E UNIVERSITY DRIVE TEMPE AZ 85281 N/A GOV SCHOLARSHIPS 1100 ASPIRE ARIZONA FOUNDATION 431 S BEELINE HWY 1 PAYSON AZ 85541 N/A 501C3 GENERAL SUPPORT 2000 CLUB PAYSON VOLLEYBALL 226 N PARKWOOD RD PAYSON AZ 85541 N/A 501C3 GENERAL SUPPORT 3500 EASTERN ARIZONA COLLEGE 615 N STADIUM AVE THATCHER AZ 85552 N/A GOV SCHOLARSHIPS AND GENERAL SUPPORT 12100 FAIRBORN INSTITUTE 610 E TAHOE VISTA CIRCLE PAYSON AZ 85541 N/A 501C3 GENERAL SUPPORT 8000 FRIENDS OF RIM COUNTY GCC INC 201 MUD SPRING RD PAYSON AZ 85541 N/A 501C3 GENERAL SUPPORT 7500 GEORGE FOX UNIVERSITY 414 N MERIDIAN ST NEWBERG OR 97132 N/A NC SCHOLARSHIPS 1100 GRAND CANYON UNIVERSITY 3300 W CAMELBACK RD PHOENIX AZ 85017 N/A 501C3 SCHOLARSHIPS 1200 IBCCES 4651 SALISBURY RD 260 JACKSONVILLE FL 32256 N/A 501C3 GENERAL SUPPORT 5000 NORTHERN ARIZONA UNIVERSITY 1015 S SAN FRANCISCO ST FLAGSTAFF AZ 86001 N/A GOV SCHOLARSHIPS 1700 PAYSON AREA FOOD DRIVE 501 E RANCHO RD PAYSON AZ 85541 N/A 501C3 GENERAL SUPPORT 5000 PAYSON HIGH SCHOOL 301 S MCLANE RD PAYSON AZ 85541 N/A GOV GENERAL SUPPORT 13200 PAYSON UNIFIED SCHOOL DISTRICT #10 PO BOX 919 PAYSON AZ 85547 N/A GOV GENERAL SUPPORT 5961 RIM COUNTRY EDUCATION ALLIANCE SLE 308 E AERO DRIVE PAYSON AZ 85541 N/A GOV GENERAL SUPPORT 42160 RVN3 FOUNDATION 111 W BONITA ST PAYSON AZ 85541 N/A 501C3 GENERAL SUPPORT 237568 UNIVERSITY OF ARIZONA 1401 E UNIVERSITY TUCSON AZ 85721 N/A GOV SCHOLARSHIPS 1100 UTAH TECH UNIVERSITY 255 S UNIVERSITY AVE ST GEORGE UT 84770 N/A GOV SCHOLARSHIPS 900 VARIOUS COMMUNITY FAMILIES ORGANIZA 308 E AERO DRIVE PAYSON AZ 85541 N/A NC CAR SEATS, PAINTING 40743 411215 0 14 14 870097 17 103249 18 1607411 05 PROGRAM INCOME 27653 0 2608410 0 2608410 11A PROGRAM INCOME RELATES DIRECTLY TO THE FOUNDATION'S MISSION 0 0 0 0 0 0 0 0 0 0 X X 1 SHIRLEY CARIS FAMILY FOUNDATION PO BOX 14315 SCOTTSDALE AZ 85267 30000 X 2 ARIZONA AREA HEALTH EDUCATION CENTERS PO BOX 210425 TUCSON AZ 85721 751304 X ACCOUNTING FEES 43777 0 43777 43777 OWNERSHIP OF CONTROLLED ENTITY FORM 990-PF, PART VI-A, LINE 11 RCEF, LLC (EIN 47-4057681) IS WHOLLY OWNED BY MHA FOUNDATION. RCEF, LLC IS NOT AN EXCESS BUSINESS HOLDING. FIXED INCOME- CORPORATE BONDS 3768555 3500533 EQUITIES 7397288 11627997 3602477 3388607 0 0 ALTERNATIVE INVESTMENTS- LONG/SHORT FUNDS FMV 426498 403525 REAL ESTATE INVESTMENT TRUSTS FMV 779665 712577 EXCHANGE TRADED FUNDS FMV 111821 109440 FIXED INCOME- MUTUAL FUNDS FMV 4452059 4144828 LEGAL FEES 4335 0 4335 4335 UNIVERSITY CAMPUS PROJECT 9766599 9661266 9661266 RIGHT-OF-USE OPERATING LEASE ASSET, UNIVERSITY PROJECT LAND 1381217 1165967 1165967 DUE FROM RCEA 63845 572703 572703 CONSTRUCTION IN PROGRESS 1105261 0 0 GRANITE DELLS PARK PROJECT 6800678 10156276 10156276 MISC. ADJUSTMENT 6025 ADVERTISING 92330 0 92330 92330 AVID FRESHMAN ACADEMY 389417 0 389417 389417 COMMUNITY HEALTH FAIR 19061 0 19061 19061 CPR AND SWIM PROGRAM 4000 0 4000 4000 GRANITE DELLS PARK PROJECT EXPENSES 119626 0 119626 119626 HOUSING FURNISHINGS 34037 0 34037 34037 INFORMATION TECHNOLOGY 21295 0 21295 21295 INSURANCE 31878 0 31878 31878 INTEREST 493764 0 493764 493764 MISCELLANEOUS 69663 0 69663 69663 OFFICE 24171 0 24171 24171 PIPELINE EXPENSES 15940 0 15940 15940 PROGRAM SUPPLIES 31092 0 31092 31092 RENTAL AND LEASE EXPENSES 258277 43027 258277 215250 REPAIRS AND MAINTENANCE 50931 0 50931 50931 SCHOOL SUPPORT 10229 0 10229 10229 SPONSORSHIP 23276 0 23276 23276 STUDENT HOUSING 75986 0 75986 75986 STUDENT STIPENDS 138389 0 138389 138389 WOMENS WELLNESS 30229 0 30229 30229 PROGRAM INCOME 27653 27653 INVESTMENT FEES 99651 99651 99651 0 CONSULTING FEES AND OTHER 73476 0 73476 73476 PAYROLL TAXES 36889 0 36889 36889 EXCISE TAX 20333 0 0 0 RIM COUNTRY EDUCATION FOUNDATION LLC 431 S BEELINE HWY STE 1 PAYSON AZ 85541 474057681 N/A 0 0 RIM COUNTRY EDUCATION FOUNDATION LLC 431 S BEELINE HWY STE 1 PAYSON AZ 85541 474057681 N/A 0 0