Civic Intelligence

Marie Eccles Caine Foundation-Russell

EIN 94-2764258 • Whitefish, MT

PO Box 5066Whitefish, MT 59937
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2025

Net Margin

72nd percentile

23%

Higher net margin than 72% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

80th percentile

$85,497

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

$10M-$25M nonprofits • Source year 2019

Asset Growth

46th percentile

3.0%

Faster asset growth than 46% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

114%

Faster revenue growth than 91% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$17,389,648

Up $508,923 (+3.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$17,389,648

Up $508,923 (+3.0%) from 2024

Revenue

Up

$1,850,170

Up $986,121 (+114%) from 2024

Expenses

Up

$1,425,552

Up $629,743 (+79%) from 2024

Net Income

Up

$424,618

Up $356,378 (+522%) from 2024

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2012: $9,318,210Liabilities 2012: $02012Assets 2013: $9,137,160Liabilities 2013: $02013Assets 2014: $9,260,811Liabilities 2014: $02014Assets 2015: $9,434,108Liabilities 2015: $02015Assets 2016: $9,473,577Liabilities 2016: $02016Assets 2019: $14,217,239Liabilities 2019: $0Net Assets 2019: $14,217,2392019Assets 2020: $14,019,144Liabilities 2020: $0Net Assets 2020: $14,019,1442020Assets 2021: $16,978,225Liabilities 2021: $0Net Assets 2021: $16,978,2252021Assets 2022: $16,964,056Liabilities 2022: $0Net Assets 2022: $16,964,0562022Assets 2023: $16,882,526Liabilities 2023: $0Net Assets 2023: $16,882,5262023Assets 2024: $16,880,725Liabilities 2024: $0Net Assets 2024: $16,880,7252024Assets 2025: $17,389,648Liabilities 2025: $0Net Assets 2025: $17,389,6482025

Highlighted filing

2025

Assets$17,389,648
Liabilities$0
Net Assets$17,389,648

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2012: $237,039Expenses 2012: $589,864Net Income 2012: -$352,8252012Revenue 2013: $403,442Expenses 2013: $584,515Net Income 2013: -$181,0732013Revenue 2014: $749,066Expenses 2014: $624,240Net Income 2014: $124,8262014Revenue 2015: $937,948Expenses 2015: $831,810Net Income 2015: $106,1382015Revenue 2016: $824,377Expenses 2016: $782,610Net Income 2016: $41,7672016Revenue 2019: $2,374,454Expenses 2019: $848,274Net Income 2019: $1,526,1802019Revenue 2020: $544,222Expenses 2020: $742,758Net Income 2020: -$198,5362020Revenue 2021: $3,666,400Expenses 2021: $707,319Net Income 2021: $2,959,0812021Revenue 2022: $839,673Expenses 2022: $921,505Net Income 2022: -$81,8322022Revenue 2023: $667,367Expenses 2023: $776,065Net Income 2023: -$108,6982023Revenue 2024: $864,049Expenses 2024: $795,809Net Income 2024: $68,2402024Revenue 2025: $1,850,170Expenses 2025: $1,425,552Net Income 2025: $424,6182025

Highlighted filing

2025

Revenue$1,850,170
Expenses$1,425,552
Net Income$424,618

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 15, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIE RUSSELL-SHAWTrusteePT$0--
DANIEL C RUSSELLTrustee-$0--
DAVID E RUSSELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marie Eccles Caine Foundation-russell
EIN
94-2764258
Phone
4062508081
Address
PO BOX 5066, WHITEFISH, MT 59937

Signing Officer

Name
Marie Russell-shaw
Title
Secretary/trustee
Signed
2025-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Annjanine F Etzel CPA
Address
PO Box 71775, Salt Lake City, UT 84171
Preparer
Annjanine F Etzel CPA
Phone
8019421277
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124NORWEGIAN CRUISE LINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125RELX PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126RIVIAN AUTOMOTIVE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127RYDER SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128SAGE GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129SERVICENOW INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130SPROUTS FMRS MKT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131SUMITOMO MITSUI FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132TRUEBLUE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133UBER TECHNOLOGIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134UNUM GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135JANUS HENERSON GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136ISHARES AGENCY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138US TREASURY 3.75% 5/31/30 295,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139US TREASURY 4.125% 11/15/32 205,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140FEDERAL NTNL MOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141PFIZER INVT ENT 4.45%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142ALPHABET INC 1.1% 8/15/30 125,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143JOHN D AND CAT 1.299% 12/01/30 125,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144NEW YORK NY CIT 4.91% 5/1/32 125,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145JPMORGAN CHASE & CO
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