Civic Intelligence

Pacific Life Foundation

990PF • Fiscal year 2020 • EIN 95-3433806

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
700 Newport Center DriveNewport Beach, CA 92660

(949) 219-3248

Siviq Scores

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

Liabilities / Assets

26th percentile

0.03x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.56x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

17th percentile

-13%

Higher net margin than 17% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

53rd percentile

6.6%

Faster asset growth than 53% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-46%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$129,137,235

Up $7,965,696 (+6.6%) from 2019

Net Assets

$125,392,277

No earlier filing loaded for comparison.

Liabilities

Up

$3,744,958

Up $269,117 (+7.7%) from 2019

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin17th percentile

Revenue

Down

$6,689,655

Down $5,703,137 (-46%) from 2019

Expenses

Up

$7,570,678

Up $1,920,036 (+34%) from 2019

Net Income

Down

-$881,023

Down $7,623,173 (-113%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$150M$100M$50M$0Assets 2011: $69,455,108Liabilities 2011: $2,131,4772011Assets 2012: $77,116,278Liabilities 2012: $1,914,0502012Assets 2013: $83,584,810Liabilities 2013: $1,880,1092013Assets 2014: $89,953,235Liabilities 2014: $2,080,9082014Assets 2015: $94,517,721Liabilities 2015: $3,370,5802015Assets 2019: $121,171,539Liabilities 2019: $3,475,8412019Assets 2020: $129,137,235Liabilities 2020: $3,744,958Net Assets 2020: $125,392,2772020Assets 2021: $139,972,136Liabilities 2021: $5,018,213Net Assets 2021: $134,953,9232021Assets 2022: $120,908,102Liabilities 2022: $8,299,037Net Assets 2022: $112,609,0652022Assets 2023: $133,681,776Liabilities 2023: $6,303,533Net Assets 2023: $127,378,2432023Assets 2024: $141,525,793Liabilities 2024: $5,035,595Net Assets 2024: $136,490,1982024

Highlighted filing

2020

Assets$129,137,235
Liabilities$3,744,958
Net Assets$125,392,277
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2011: $10,664,873Expenses 2011: $5,714,408Net Income 2011: $4,950,4652011Revenue 2012: $10,399,499Expenses 2012: $5,435,258Net Income 2012: $4,964,2412012Revenue 2013: $11,794,422Expenses 2013: $5,582,394Net Income 2013: $6,212,0282013Revenue 2014: $10,405,680Expenses 2014: $6,175,642Net Income 2014: $4,230,0382014Revenue 2015: $13,050,604Expenses 2015: $7,254,484Net Income 2015: $5,796,1202015Revenue 2019: $12,392,792Expenses 2019: $5,650,642Net Income 2019: $6,742,1502019Revenue 2020: $6,689,655Expenses 2020: $7,570,678Net Income 2020: -$881,0232020Revenue 2021: $17,553,257Expenses 2021: $8,642,699Net Income 2021: $8,910,5582021Revenue 2022: $7,896,276Expenses 2022: $11,226,697Net Income 2022: -$3,330,4212022Revenue 2023: $11,819,004Expenses 2023: $5,727,276Net Income 2023: $6,091,7282023Revenue 2024: $14,661,355Expenses 2024: $7,307,777Net Income 2024: $7,353,5782024

Highlighted filing

2020

Revenue$6,689,655
Expenses$7,570,678
Net Income-$881,023
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHEDSee AttachedFT$0--
Filing and Contact Details

Filer

Filer Name
Pacific Life Foundation
EIN
95-3433806
In Care Of
% PACIFIC LIFE INSURANCE COMPA
Phone
9492193248
Address
700 Newport Center Drive, Newport Beach, CA 92660

Signing Officer

Name
Tennyson Oyler
Title
Director & President
Phone
9492193248
Signed
2021-11-11
Raw XML Appendix242 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.

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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01470
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0118580697
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01787857
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Newport Beach
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0LINE 4 & 8 REPRESENT SUPPLEMENTAL INCOME FROM THE PRIVATE FOUNDATION'S PRIMARY SOURCE OF REVENUE, WHICH ARE CHARITABLE CONTRIBUTIONS (CASH, STOCKS, BONDS, MUTUAL FUNDS) FROM DONORS. SCH B "SCHEDULE OF CONTRIBUTIONS" LISTS THE FOUNDATION'S MOST SIGNIFICANT CONTRIBUTOR(S). CONTRIBUTIONS" LISTS THE FOUNDATION'S MOST SIGNIFICANT CONTRIBUTOR(S).
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09492193248
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0See Attached
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01956786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01439181
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01471871
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01366420
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09312743
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07946323
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tennyson Oyler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director & President
ReturnHeader/BusinessOfficerGrp/PhoneNum09492193248
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pacific Life Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0953433806
ReturnHeader/Filer/InCareOfNm0% PACIFIC LIFE INSURANCE COMPA
ReturnHeader/Filer/PhoneNum09492193248
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 Newport Center Drive
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/ReturnTs02021-11-12T18:17:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tennyson
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Oyler
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$129,137,235
Liabilities
$3,744,958
Net assets
$125,392,277
Revenue
$6,689,655
Expenses
$7,570,678
Net income
-$881,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$142$5.04$136$14.7$7.31$7.35
2023Detailed filing. Detailed filing data is available for this year.$134$6.30$127$11.8$5.73$6.09
2022Detailed filing. Detailed filing data is available for this year.$121$8.30$113$7.90$11.2$3.33
2021Detailed filing. Detailed filing data is available for this year.$140$5.02$135$17.6$8.64$8.91
2020Detailed filing. Detailed filing data is available for this year.$129$3.74$125$6.69$7.57$0.88
2019Summary only. Only limited summary data is available for this year.$121$3.48$12.4$5.65$6.74
2015Summary only. Only limited summary data is available for this year.$94.5$3.37$13.1$7.25$5.80
2014Summary only. Only limited summary data is available for this year.$90.0$2.08$10.4$6.18$4.23
2013Summary only. Only limited summary data is available for this year.$83.6$1.88$11.8$5.58$6.21
2012Summary only. Only limited summary data is available for this year.$77.1$1.91$10.4$5.44$4.96
2011Summary only. Only limited summary data is available for this year.$69.5$2.13$10.7$5.71$4.95