Civic Intelligence

The Robert G & Jane V Engel Foundation Inc

EIN 22-2764445 • South Portland, ME

22 Bellevue AveSouth Portland, ME 04106
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

20th percentile

-17%

Higher net margin than 20% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

35th percentile

-1.7%

Faster asset growth than 35% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$885,309

Down $15,083 (-1.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$885,309

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin20th percentile

Revenue

Up

$99,939

Up $104,231 (+2428%) from 2023

Expenses

Down

$116,567

Down $21,627 (-16%) from 2023

Net Income

Up

-$16,628

Up $125,858 (+88%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $843,588Liabilities 2011: $02011Assets 2012: $862,920Liabilities 2012: $02012Assets 2013: $898,341Liabilities 2013: $02013Assets 2014: $927,610Liabilities 2014: $02014Assets 2015: $979,857Liabilities 2015: $02015Assets 2019: $658,258Liabilities 2019: $02019Assets 2020: $679,915Liabilities 2020: $0Net Assets 2020: $679,9152020Assets 2021: $1,202,682Liabilities 2021: $0Net Assets 2021: $1,202,6822021Assets 2022: $1,035,201Liabilities 2022: $0Net Assets 2022: $1,035,2012022Assets 2023: $900,392Liabilities 2023: $12023Assets 2024: $885,309Liabilities 2024: $0Net Assets 2024: $885,3092024

Highlighted filing

2024

Assets$885,309
Liabilities$0
Net Assets$885,309
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2011: $430,005Expenses 2011: $332,671Net Income 2011: $97,3342011Revenue 2012: $451,572Expenses 2012: $328,456Net Income 2012: $123,1162012Revenue 2013: $342,131Expenses 2013: $305,254Net Income 2013: $36,8772013Revenue 2014: $415,931Expenses 2014: $309,045Net Income 2014: $106,8862014Revenue 2015: $470,450Expenses 2015: $314,624Net Income 2015: $155,8262015Revenue 2019: $433,543Expenses 2019: $275,794Net Income 2019: $157,7492019Revenue 2020: $52,799Expenses 2020: $32,958Net Income 2020: $19,8412020Revenue 2021: $114,396Expenses 2021: $130,116Net Income 2021: -$15,7202021Revenue 2022: $19,230Expenses 2022: $154,383Net Income 2022: -$135,1532022Revenue 2023: -$4,292Expenses 2023: $138,194Net Income 2023: -$142,4862023Revenue 2024: $99,939Expenses 2024: $116,567Net Income 2024: -$16,6282024

Highlighted filing

2024

Revenue$99,939
Expenses$116,567
Net Income-$16,628
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$885,309
Liabilities
$0
Net assets
$885,309
Revenue
$99,939
Expenses
$116,567
Net income
-$16,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.10$0.12$0.02
2023Summary only. Only limited summary data is available for this year.$0.90$0.00$0.00$0.14$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.02$0.15$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.11$0.13$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.05$0.03$0.02
2019Summary only. Only limited summary data is available for this year.$0.66$0.00$0.43$0.28$0.16
2015Summary only. Only limited summary data is available for this year.$0.98$0.00$0.47$0.31$0.16
2014Summary only. Only limited summary data is available for this year.$0.93$0.00$0.42$0.31$0.11
2013Summary only. Only limited summary data is available for this year.$0.90$0.00$0.34$0.31$0.04
2012Summary only. Only limited summary data is available for this year.$0.86$0.00$0.45$0.33$0.12
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$0.43$0.33$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT ENGELTreasury-$0--
ELIZABETH H ENGELSecretary-$0--
JENNIFER E YOUNGPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Robert G & Jane V Engel Found
EIN
22-2764445
Phone
2078310652
Address
22 BELLEVUE AVE, SOUTH PORTLAND, ME 04106

Signing Officer

Name
Elizabeth H Engel
Title
Secretary
Phone
2078310652
Signed
2025-05-14

Preparer

Firm
The Swanson Group LLC
Address
838 MAIN STREET, WESTBROOK, ME 04092-2847
Preparer
John a Bowen CPA
Phone
2073703490
Raw XML Appendix288 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2NOVEMBER 5090 ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3NOVEMBER 5090 LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4DECEMBER 5090 ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5DECEMBER 5090 LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6JAN-SEPT 5090 ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7JAN-SEPT 5090 LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt067858
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt761793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0573795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0938449
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0284121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0316233
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt077382
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010674
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt099939
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16628
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0523430
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt010674
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010674
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010674
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt078927
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011512
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01105
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt021012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0100000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt099939
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0885309
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt056920
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0314
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT ENGEL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNIFER E YOUNG
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2927 TANGANNOCK RD
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004106
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02078310652
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ELIZABETH ENGEL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02078310652
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt022 BELLEVUE AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SOUTH PORTLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd004106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt056920
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt056920
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt066937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt072792
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt042443
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031881
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0257133
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt043080
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt066937
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt072792
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt042443
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031881
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt043080
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0257133
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0214053
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011362
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
TaxesSchedule/TaxesDetail/Amt0248
TaxesSchedule/TaxesDetail/Amt1857
TaxesSchedule/TaxesDetail/CategoryTxt0NET TAX PAYMENTS/REFUNDS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH H ENGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02078310652
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT G & JANE V ENGEL FOUND
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0222764445
ReturnHeader/Filer/PhoneNum02078310652
ReturnHeader/Filer/USAddress/AddressLine1Txt022 BELLEVUE AVE
ReturnHeader/Filer/USAddress/CityNm0SOUTH PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004106
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461374001
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE SWANSON GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0838 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0040922847
ReturnHeader/PreparerPersonGrp/PhoneNum02073703490
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A BOWEN CPA
ReturnHeader/ReturnTs02025-05-15T11:43:45-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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