2024-05-13T14:39:58-05:00 2023-06-30 390859910 BAKER TILLY US LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990PF 2022-07-01 473980933 MHA FOUNDATION INC MHAF 9284722588 431 S BEELINE HWY STE 1 PAYSON AZ 85541 KENNY EVANS BOARD PRESIDENT 9284722588 2024-05-10 1 KENNY EVANS 999009999 0 COLETTE KAMPS CPA P00367616 4808394900 2024-05-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 58485206 X 30759 1173521 1173521 1173521 169619 169619 169619 169619 810882 6421129 810882 0 41559 0 41559 2226340 2154022 1384699 108388 0 108388 108388 153479 0 153479 153479 60606 0 60606 60606 26000 0 26000 26000 17510 0 17510 17510 193161 124385 193161 68776 62676 0 26627 26627 86401 0 86401 8931 0 8931 8931 5742 0 5742 5742 2517 0 2517 2517 1613540 57448 1613540 1556092 2338951 181833 2302902 2034668 381385 381385 2720336 181833 2302902 2416053 -493996 1972189 0 174138 83323 83323 1841684 2220357 2220357 34577 24137 34577 34577 107590 17751 17751 9402188 4688175 4385804 14553511 12595081 17423540 6036789 5355005 4809358 4582417 8819984 7968813 2695720 271637 2436823 2424083 2424083 15910634 19117600 19117600 55069911 55355936 58485206 86850 74829 12814705 13614705 1000 0 12902555 13689534 X 41946511 41425456 220845 240946 42167356 41666402 55069911 55355936 42167356 -493996 0 41673360 6958 41666402 PUBLICY TRADED SECURITIES 6421129 5610247 810882 810882 810882 0 27413 0 27413 0 27413 39000 0 0 0 39000 0 11587 11587 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 308 E AERO DR PAYSON AZ 85541 CEO 40.00 76388 8092 0 KENNY EVANS 308 E AERO DR PAYSON AZ 85541 PRESIDENT 40.00 0 0 0 CLIFF POTTS 308 E AERO DR PAYSON AZ 85541 VICE PRESIDENT 1.00 0 0 0 JOHN NAUGHTON 308 E AERO DR PAYSON AZ 85541 TREASURER 1.00 0 0 0 JONNIE GEEN 308 E AERO DR PAYSON AZ 85541 SECRETARY 1.00 0 0 0 JENNIFER SMITH 308 E AERO DR PAYSON AZ 85541 EXECUTIVE BOARD MEMBER 20.00 32000 0 0 BJ BOLLIER 308 E AERO DR PAYSON AZ 85541 BOARD MEMBER 1.00 0 0 0 BOBBY DAVIS 308 E AERO DR PAYSON AZ 85541 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 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. 2416053 0 35975369 1529815 0 37505184 0 0 37505184 562578 36942606 1847130 X 2416053 0 2253110 4669163 X 0 0 0 0 0 0 0 0 0 0 4669163 6042469 3946800 2389174 17047606 0 0 0 0 0 4669163 6042469 3946800 2389174 17047606 0 0 1231420 1479665 1441241 1315815 5468141 0 0 0 0 MHA FOUNDATION- ATTN SCHOLARSHIP CH 308 E AERO DR 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 STATE UNIVERSITY 1150 E UNIVERSITY DRIVE TEMPE AZ 85281 N/A GOV SCHOLARSHIPS 2000 ASPIRE ARIZONA FOUNDATION 308 E AERO DRIVE PAYSON AZ 85541 N/A 501C3 GENERAL SUPPORT 13313 BANNER HEALTH FOUNDATION 2901 N CENTRAL AVE SUITE 160 PHOENIX AZ 85012 N/A 501C3 EQUIPMENT 7106 CLUB PAYSON VOLLEYBALL 226 N PARKWOOD RD PAYSON AZ 85541 N/A 501C3 GENERAL SUPPORT 5000 EASTERN ARIZONA COLLEGE 615 N STADIUM AVE THATCHER AZ 85552 N/A GOV SCHOLARSHIPS AND GENERAL SUPPORT 85666 GRAND CANYON UNIVERSITY 3300 W CAMELBACK RD PHOENIX AZ 85017 N/A 501C3 SCHOLARSHIPS 3000 NATIONAL FOREST FOUNDATION BLDG 27 STE 3 MISSOULA RD MISSOULA MT 59804 N/A 501C3 GENERAL SUPPORT 14999 NORTHERN ARIZONA UNIVERSITY 1015 S SAN FRANCISCO ST FLAGSTAFF AZ 86001 N/A GOV SCHOLARSHIPS 1000 PAYSON UNIFIED SCHOOL DISTRICT #10 PO BOX 919 PAYSON AZ 85547 N/A GOV GENERAL SUPPORT 14333 UNIVERSITY OF ARIZONA 1401 E UNIVERSITY TUCSON AZ 85721 N/A GOV SCHOLARSHIPS 3000 VARIOUS COMMUNITY FAMILIES ORGANIZA 308 E AERO DRIVE PAYSON AZ 85541 N/A NC CAR SEATS, PAINTING 212785 ROSS UNIVERSITY SCHOOL OF MEDICINE 10315 USA TODAY WAY MIRAMAR FL 33025 N/A NC SCHOLARSHIPS 1666 GEORGE FOX UNIVERSITY 414 N MERIDIAN ST NEWBERG OR 97132 N/A NC SCHOLARSHIPS 1000 ARIZONA TOWN HALL 411 N CENTRAL AVE STE 935 PHOENIX AZ 85004 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 11517 381385 0 14 14 1173521 17 169619 18 810882 05 PROGRAM INCOME 41559 0 2154022 41559 2195581 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 ACCOUNTING FEES 17510 0 17510 17510 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 5355005 4809358 EQUITIES 12595081 17423540 4688175 4385804 0 0 ALTERNATIVE INVESTMENTS- LONG/SHORT FUNDS FMV 2200000 2063004 REAL ESTATE INVESTMENT TRUSTS FMV 1225000 1088834 EXCHANGE TRADED FUNDS FMV 229773 202467 BOND FUNDS FMV 178764 150800 FIXED INCOME- MUTUAL FUNDS FMV 4986447 4463708 LEGAL FEES 26000 0 26000 26000 MULTI-UNIVERSITY CAMPUS PROJECT 14314167 16567277 16567277 LONG-TERM PREPAID LEASE 1596467 1381217 1381217 DUE FROM RCEA 63845 63845 CONSTRUCTION IN PROGRESS 1105261 1105261 MISC. ADJUSTMENT 6958 ADVERTISING 83577 0 83577 83577 OFFICE 2743 0 2743 2743 INFORMATION TECHNOLOGY 14392 0 14392 14392 INSURANCE 2205 0 2205 2205 AVID FRESHMAN ACADEMY 348463 0 348463 348463 SCHOOL SUPPORT 5480 0 5480 5480 PROGRAM SUPPLIES 21996 0 21996 21996 RENTAL AND LEASE EXPENSES 272698 57448 272698 215250 REPAIRS AND MAINTENANCE 22539 0 22539 22539 MISCELLANEOUS 121863 0 121863 121863 CPR AND SWIM PROGRAM 8893 0 8893 8893 BAD DEBT EXPENSE 563 0 563 563 WOMENS WELLNESS 15733 0 15733 15733 ATHLETIC TRAININGS 65000 0 65000 65000 INTEREST 626836 0 626836 626836 CONFERENCES 559 0 559 559 PROGRAM INCOME 41559 41559 DEPOSIT 1000 0 INVESTMENT FEES 124385 124385 124385 0 CONSULTING FEES AND OTHER 2056 0 2056 2056 STIPENDS 66720 0 66720 66720 PAYROLL TAXES 26627 0 26627 26627 EXCISE TAX 36049 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