Nonprofit · EIN 86-0936908
MARY ELLEN HALVORSON EDUCATION FOUNDATION
Also known as TRI-CITY PREP CHARTER HIGH SCHOOL
Tax-exempt · PRESCOTT, AZ 86301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,585,715 | $3,356,768 | $228,947 | $5,182,567 | $471,918 | $4,710,649 |
| June 30, 2024 | 990 | $3,570,276 | $3,086,811 | $483,465 | $4,974,489 | $492,787 | $4,481,702 |
| June 30, 2023 | 990 | $3,137,132 | $2,958,475 | $178,657 | $4,115,446 | $117,208 | $3,998,238 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,266,777
- of which government grants
- $3,228,529
- Program service revenue
- $179,763
- Investment income
- $139,175
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $236,947
- Other salaries and wages
- $1,642,524
- Salaries, compensation and benefits (total)
- $2,569,511
- Professional fundraising fees
- $0
- Accounting fees
- $24,212
- Occupancy
- $154,474
- Depreciation
- $67,827
- Program services (functional)
- $2,553,838
- Management and general (functional)
- $802,930
Balance sheet and other
- Total assets, start of year
- $4,974,489
- Total assets, end of year
- $5,182,567
- Total liabilities, end of year
- $471,918
- Net assets, end of year
- $4,710,649
- Land, buildings and equipment
- $582,913
- Net assets without donor restrictions
- $4,474,558
- Net assets with donor restrictions
- $236,091
- Gross receipts
- $3,585,715
- Employees
- 44
- Year formed
- 1999
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| matthew halvorson | Director Trustee or director | 40 | $88,017 |
| mary ellen halvorson | Director Trustee or director | 40 | $67,982 |
| christine terauchi | Director Trustee or director | 40 | $64,723 |
| thomas halvorson | Director Trustee or director | 5 | $16,225 |
| eric mueller | Director Trustee or director | 1 | $0 |
| julie bradshaw | President Trustee or director, Officer | 1 | $0 |
| phil king | Director Trustee or director | 1 | $0 |
| duane roseman | Director Trustee or director | 1 | $0 |
| rebecca hreha | Director Trustee or director | 1 | $0 |
| Carolyn Muchna | Director Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| matthew halvorson | Director Trustee or director | 40 | $83,276 |
| mary ellen halvorson | Director Trustee or director | 40 | $61,474 |
| christine terauchi | Director Trustee or director | 40 | $60,028 |
| eric mueller | Director Trustee or director | 1 | $0 |
| julie bradshaw | Director Trustee or director, Officer | 1 | $0 |
| phil king | Director Trustee or director | 1 | $0 |
| duane roseman | Director Trustee or director | 1 | $0 |
| thomas halvorson | Director Trustee or director | 5 | $0 |
| rebecca hreha | Director Trustee or director | 1 | $0 |
| Carolyn Muchna | Director Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| matthew halvorson | Director Trustee or director | 40 | $79,693 |
| mary ellen halvorson | Director Trustee or director | 40 | $63,645 |
| christine terauchi | Director Trustee or director | 40 | $55,967 |
| thomas halvorson | Director Trustee or director | 5 | $15,322 |
| eric mueller | Director Trustee or director | 1 | $0 |
| julie bradshaw | Director Trustee or director, Officer | 1 | $0 |
| phil king | Director Trustee or director | 1 | $0 |
| duane roseman | Director Trustee or director | 1 | $0 |
| allan crary | Director Trustee or director | 1 | $0 |
| rebecca hreha | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5522 SIDE RD, PRESCOTT, AZ 86301-8483
- Principal officer (990 for 2024)
- Dr mary ellen halvorson
- Signed the 990
- Dr mary ellen halvorson, Director
- Phone
- (928) 777-0403
- Website
- www.tricityprep.org
- Return prepared by
- HEATHER N HOLCOMB
Mission
education grades 5-12
Program accomplishments
- The school serves approximately 266 students in the fifth through twelfh grades. The school provides a higher academic curriculm in an alternative learning environment, addressing the needs of each student while they achieve their maximum academic potential.Expenses $2,553,838
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0936908
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B25)
- Assets (IRS master file)
- $5,182,567
- Income (IRS master file)
- $3,585,715
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,585,715 | $3,356,768 | $5,182,567 | IRS |
| 990 | June 2024 | $3,570,276 | $3,086,811 | $4,974,489 | IRS |
| 990 | June 2023 | $3,137,132 | $2,958,475 | $4,115,446 | XML |
| 990 | June 2022 | $3,208,677 | $2,850,543 | $3,834,587 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-0936908).
Questions about MARY ELLEN HALVORSON EDUCATION FOUNDATION
- What is the EIN of MARY ELLEN HALVORSON EDUCATION FOUNDATION?
- The employer identification number (EIN) of MARY ELLEN HALVORSON EDUCATION FOUNDATION is 86-0936908.
- Is MARY ELLEN HALVORSON EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to MARY ELLEN HALVORSON EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARY ELLEN HALVORSON EDUCATION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MARY ELLEN HALVORSON EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY ELLEN HALVORSON EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MARY ELLEN HALVORSON EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 names Dr mary ellen halvorson.
- Who are the officers and directors of MARY ELLEN HALVORSON EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 4 received compensation from the organization, the highest $88,017 (matthew halvorson, Director).
- How much revenue does MARY ELLEN HALVORSON EDUCATION FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,585,715, expenses of $3,356,768 and total assets of $5,182,567 at year end.
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