Civic Intelligence

Marie Eccles Caine Foundation- Russell Family

990PF • Fiscal year 2021 • EIN 94-2764258

Jun 01, 2020 to May 31, 2021 • Filed on Apr 15, 2022

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.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

94th percentile

81%

Higher net margin than 94% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

76th percentile

21%

Faster asset growth than 76% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

574%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$16,978,225

Up $2,959,081 (+21%) from 2020

Net Assets

Up

$16,978,225

Up $2,959,081 (+21%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin94th percentile

Revenue

Up

$3,666,400

Up $3,122,178 (+574%) from 2020

Expenses

Down

$707,319

Down $35,439 (-4.8%) from 2020

Net Income

Up

$2,959,081

Up $3,157,617 (+1590%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2021

Assets$16,978,225
Liabilities$0
Net Assets$16,978,225
Open 2021 Filing

Operations Trend

Revenue Growth96th 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

2021

Revenue$3,666,400
Expenses$707,319
Net Income$2,959,081
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Apr 15, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

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
2022-04-15
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/CategoryOrItemTxt122XYLEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1233M CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124US TREASURY NT 2.65% DUE 2/15/29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125MORGAN STANLEY 3.7% DUE 10/23/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126BANK OF AMERICA C VAR DUE 10/22/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127CALVERT IMPACT CA 2.5% DUE 11/28/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128JPMORGAN CHASE VAR DUE 1/29/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129APPLE INC 3% DUE 6/20/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130STANFORD UNIVER 3.089% DUE 5/1/29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131AVANGRID, INC 3.8% DUE 6/1/29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132SAN FRAN CALIF 0.978% MULT HSG DUE 6/15
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133SAN FRAN CALIF 1.884% MULT HSG DUE 6/15/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134SAN MATEO ETC 1.876% FINL SCH DUE 8/1/30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135CALIFORNIA ST VA 1.75% DUE 11/1/30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136REGL TRAN DST 1.967% EXCISE TAX DUE 11/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137VESTAS WIND SYS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138ISHARES ESG AWARE MSCI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139ISHARES INT GOV CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140ANNALY CAPITAL MGMT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141HEALTHPEAK PPTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142WELLTOWER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143BAILARD REAL ESTATE INVESTMENT TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1906949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2358771
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3146833
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12119660
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11039878

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,978,225
Liabilities
$0
Net assets
$16,978,225
Revenue
$3,666,400
Expenses
$707,319
Net income
$2,959,081
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