Civic Intelligence

Trico Foundation

EIN 94-2941045 • Marana, AZ

Pub. 78 Eligible
PO Box 930Marana, AZ 85653-0930
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Net Margin

78th percentile

31%

Higher net margin than 78% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2021

Asset Growth

65th percentile

8.8%

Faster asset growth than 65% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

1.8%

Faster revenue growth than 38% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$5,794,455

Up $537,596 (+10%) from 2023

Liabilities

Up

$12,020

Up $4,289 (+55%) from 2023

Net Assets

Up

$5,782,435

Up $533,307 (+10%) from 2023

Revenue

Up

$955,428

Up $237,085 (+33%) from 2023

Expenses

Up

$560,798

Up $64,406 (+13%) from 2023

Net Income

Up

$394,630

Up $172,679 (+78%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $1,741,681Liabilities 2011: $1,3112011Assets 2012: $1,860,262Liabilities 2012: $1,1432012Assets 2013: $2,128,779Liabilities 2013: $827Net Assets 2013: $2,127,9522013Assets 2014: $2,667,974Liabilities 2014: $9222014Assets 2015: $2,783,929Liabilities 2015: $2,4142015Assets 2019: $4,137,244Liabilities 2019: $15,848Net Assets 2019: $4,121,3962019Assets 2020: $4,456,409Liabilities 2020: $13,752Net Assets 2020: $4,442,6572020Assets 2021: $5,133,948Liabilities 2021: $14,554Net Assets 2021: $5,119,3942021Assets 2022: $4,830,465Liabilities 2022: $10,038Net Assets 2022: $4,820,4272022Assets 2023: $5,256,859Liabilities 2023: $7,731Net Assets 2023: $5,249,1282023Assets 2024: $5,794,455Liabilities 2024: $12,020Net Assets 2024: $5,782,4352024

Highlighted filing

2024

Assets$5,794,455
Liabilities$12,020
Net Assets$5,782,435

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $87,109Expenses 2011: $73,706Net Income 2011: $13,4032011Revenue 2012: $67,582Expenses 2012: $68,708Net Income 2012: -$1,1262012Revenue 2013: $77,447Expenses 2013: $75,847Net Income 2013: $1,6002013Revenue 2014: $474,762Expenses 2014: $75,812Net Income 2014: $398,9502014Revenue 2015: $323,977Expenses 2015: $82,272Net Income 2015: $241,7052015Revenue 2019: $372,201Expenses 2019: $321,954Net Income 2019: $50,2472019Revenue 2020: $1,102,117Expenses 2020: $646,122Net Income 2020: $455,9952020Revenue 2021: $796,671Expenses 2021: $466,519Net Income 2021: $330,1522021Revenue 2022: $705,894Expenses 2022: $467,986Net Income 2022: $237,9082022Revenue 2023: $718,343Expenses 2023: $496,392Net Income 2023: $221,9512023Revenue 2024: $955,428Expenses 2024: $560,798Net Income 2024: $394,6302024

Highlighted filing

2024

Revenue$955,428
Expenses$560,798
Net Income$394,630

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARSHA THOMPSONPresident-$0--
JOE KINGVice President-$0--
KEVIN MCCARTHYTreasurer-$0--
DAVID PROCTORSecretary-$0--
JERRY RUTHERFORDTrustee-$0--
DARRELL BIRKHIMERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPIMESA, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$5,750
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$5,750
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$5,750
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$5,750
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$5,750
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$5,750
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPIGREEN VALLEY, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$5,750
Paid Grant-SCHOLARSHIPIGREEN VALLEY, AZ, US$5,750
Paid Grant-SCHOLARSHIPICORONA DE TUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$5,750
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPICORONA DE TUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,750
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$5,500
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$5,500
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$5,500
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$4,125
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$3,000
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$3,000
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$3,000
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$3,000
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$3,000
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$3,000
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$3,000
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$3,000
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$3,000
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$3,000
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$3,000
Paid Grant-SCHOLARSHIPICORONA DE TUCSON, AZ, US$3,000
Paid Grant-SCHOLARSHIPICORONA DE TUCSON, AZ, US$3,000
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$3,000
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$3,000
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$3,000
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$3,000
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$3,000
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$2,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$2,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$2,750
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$2,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$2,750
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$2,750
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$2,750
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$2,750
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$2,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$2,750
Paid Grant-SCHOLARSHIPICORONA DE TUCSON, AZ, US$2,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$2,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$2,750
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$2,750
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$2,625
Paid Grant-SCHOLARSHIPIARIVACA, AZ, US$2,625
Paid Grant-SCHOLARSHIPIVAIL, AZ, US$2,625
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$2,625
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$2,275
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$1,500
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$1,500
Paid Grant-SCHOLARSHIPIMARANA, AZ, US$1,500
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$1,500
Paid Grant-SCHOLARSHIPISAHUARITA, AZ, US$1,125
Paid Grant-SCHOLARSHIPITUCSON, AZ, US$1,125
Filing and Contact Details

Filer

Filer Name
Trico Foundation
EIN
94-2941045
Phone
5207442944
Address
PO BOX 930, MARANA, AZ 85653-0930

Signing Officer

Name
James King
Title
Treasurer
Phone
5207442944
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Bolinger Segars Gilbert and Moss Llp
Address
8215 NASHVILLE AVENUE, LUBBOCK, TX 79423
Preparer
Matt R Willis
Phone
8067473806
Raw XML AppendixShowing 400 of 1,382 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KEVIN MCCARTHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID PROCTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JERRY RUTHERFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DARRELL BIRKHIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5MARANA
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08600 W TANGERINE RD
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.TRICO.COOP/TRICO-SCHOLARSHIPS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0COLLEGE SCHOLARSHIPS TO ACTIVE MEMBERS OF TRICO ELECTRIC COOPERATIVE AND TO THEIR IMMEDIATE FAMILY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0SPONSOR HIGH SCHOOL STUDENTS ON A WEEK LONG TOUR OF WASHINGTON, DC WITH OTHER STUDENTS FROM ACROSS THE COUNTRY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0543390
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt012961
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN ORDER TO BE ELIGIBLE TO RECEIVE A TRICO FOUNDATION SCHOLARSHIP, APPLICANTS MUST: 1) BE A TRICO MEMBER, SPOUSE OF A MEMBER OR DEPENDENT CHILD WHO IS CLAIMED AS A DEPENDENT ON THE FEDERAL TAX RETURN. 2) BE A FULL-TIME UNDERGRADUATE STUDENT OR WILL BE A FULL-TIME STUDENT IN THE FALL. (APPLICANT MUST CARRY A MINIMUM COURSE LOAD OF 12 CREDIT HOURS.) 3) HAVE A CUMULATIVE GRADE POINT AVERAGE OF 2.5 OR GREATER. THE APPLICATION SHOULD INCLUDE YOUR GENERAL CONTACT INFORMATION, SIGNATURE, SCHOOL ATTENDING, CURRENT GPA, FINANCIAL INFORMATION, ORGANIZATIONS INVOLVED IN, ANY VOLUNTEER WORK PARTICIPATED IN AND ANY ACADEMIC HONORS OR AWARDS RECEIVED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1ORGANIZATION MUST COMPLETE A TRICO POWER GRANT APPLICATION. THE APPLICATION CAN BE FOUND ON THE WEBSITE TRICO.COOP/POWER-GRANTS. THE ORGANIZATION MUST INCLUDE WITH THE APPLICATION A COPY OF THEIR IRS EXEMPTION LETTER AND A COPY OF THEIR MOST RECENT FINANCIAL STATEMENT (AUDITED OR UNAUDITED).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE TRICO FOUNDATION BOARD OF TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1TRICO ELECTRIC COOPERATIVE CO ROBER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05207442944
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum15207442944
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 930
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 930
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MARANA
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SCHOLARSHIPS ARE FOR ONE YEAR. STUDENTS CAN REAPPLY THE FOLLOWING YEAR. AWARDS ARE GIVEN FOR EITHER A TWO-YEAR SCHOOL OR A FOUR-YEAR SCHOOL, NOT A COMBINATION OF BOTH. STUDENTS ATTENDING TWO-YEAR SCHOOLS ARE AWARDED $3,000 ($1,500 PER SEMESTER), WHILE STUDENTS ATTENDING FOUR-YEAR SCHOOLS ARE AWARDED $6,000 ($3,000 PER SEMESTER). AWARDS ARE MADE DIRECTLY TO THE COLLEGE OR UNIVERSITY. STUDENTS WHO ALREADY HAVE BACHELOR'S DEGREES ARE NOT ELIGIBLE FOR THE TRICO FOUNDATION SCHOLARSHIP.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1LIMITED TO TAX EXEMPT 501(C)(3) ORGANIZATIONS SERVING THE TRICO ELECTRIC SERVICE AREA. ORGANIZATIONS PROVIDING FOOD AND BASIC NEEDS, HOUSING, HEALTH AND MENTAL CARE, FIRE AND EMERGENCY RESPONSE, EDUCATION, SUBSTANCE ABUSE SUPPORT, ART AND LITERACY AND CHILDCARE AND DEVELOPMENT WILL BE CONSIDERED. MAXIMUM GRANT IS $10,000.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL OF EACH YEAR. CHECK WEBSITE FOR OFFICIAL DATE. TRICO.COOP/TRICO-SCHOLARSHIPS/
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt1SEE WEBSITE FOR SUBMISSION DEADLINES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SCHOLARSHIP
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