Civic Intelligence

Marie Eccles Caine Foundation- Russell Family

990PF • Fiscal year 2020 • EIN 94-2764258

Jun 01, 2019 to May 31, 2020 • Filed on Apr 11, 2021

Organization Profile
PO Box 5066Whitefish, MT 59937

(406) 250-8081

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

13th percentile

-36%

Higher net margin than 13% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

36th percentile

$91,961

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

25th percentile

-1.4%

Faster asset growth than 25% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-77%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$14,019,144

Down $198,095 (-1.4%) from 2019

Net Assets

Down

$14,019,144

Down $198,095 (-1.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin13th percentile

Revenue

Down

$544,222

Down $1,830,232 (-77%) from 2019

Expenses

Down

$742,758

Down $105,516 (-12%) from 2019

Net Income

Down

-$198,536

Down $1,724,716 (-113%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$14,019,144
Liabilities$0
Net Assets$14,019,144
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$544,222
Expenses$742,758
Net Income-$198,536
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Apr 11, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$91,961-$91,961
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
Phone
4062508081
Signed
2021-04-11
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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SUPPLEMENTAL INFORMATION:PART VIII: Information About Officers, Directors, Trustees, Foundation Manager, Highly-Paid Employees and Contractors.Wells Fargo Bank N.A.100 N. Main Street Mac 4001-117Winston-Salem, NC 87101-3818The compensation reported in Column (c) is calculated based on periodic market values and/or the applicable fee agreement. It is not determined solely on an hourly basis. Corporate Trustee services include, but are not limited to, administrative services such as fiduciary accounting, custody of assets, complying with tax filing requirements, complying with distribution provisions, and complying with federal and state laws applicable to private foundations, plus asset management services such as creating asset allocation strategies, investment reporting and reallocating and rebalancing of portfolios as necessary.
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IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0280386

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,019,144
Liabilities
$0
Net assets
$14,019,144
Revenue
$544,222
Expenses
$742,758
Net income
-$198,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$1.85$1.43$0.42
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.86$0.80$0.07
2023Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.67$0.78$0.11
2022Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.84$0.92$0.08
2021Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$3.67$0.71$2.96
2020Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.54$0.74$0.20
2019Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$2.37$0.85$1.53
2016Summary only. Only limited summary data is available for this year.$9.47$0.00$0.82$0.78$0.04
2015Summary only. Only limited summary data is available for this year.$9.43$0.00$0.94$0.83$0.11
2014Summary only. Only limited summary data is available for this year.$9.26$0.00$0.75$0.62$0.12
2013Summary only. Only limited summary data is available for this year.$9.14$0.00$0.40$0.58$0.18
2012Summary only. Only limited summary data is available for this year.$9.32$0.00$0.24$0.59$0.35