Civic Intelligence

Marie Eccles Caine Foundation- Russell Family

990PF • Fiscal year 2025 • EIN 94-2764258

Jun 01, 2024 to May 31, 2025 • Filed on Oct 15, 2025

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

13th percentile

0.00x

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

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

Liabilities / Revenue

13th percentile

0.00x

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

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

Net Margin

75th percentile

23%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

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

Asset Growth

45th percentile

3.0%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

93rd percentile

114%

Faster revenue growth than 93% of similar nonprofits.

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

Assets

Up

$17,389,648

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

Net Assets

Up

$17,389,648

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

Liabilities

Flat

$0

Flat 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

Historical Trend

Balance Sheet Trend

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

2025

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

Operations Trend

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

2025

Revenue$1,850,170
Expenses$1,425,552
Net Income$424,618
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/CategoryOrItemTxt122LAND SECS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123NETAPP INC
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt081773
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