Civic Intelligence

Pacific Life Foundation

990PF • Fiscal year 2021 • EIN 95-3433806

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

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

30th percentile

0.04x

Higher debt load relative to assets than 30% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.29x

Higher debt load relative to revenue than 44% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

84th percentile

51%

Higher net margin than 84% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

44th percentile

8.4%

Faster asset growth than 44% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

162%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$139,972,136

Up $10,834,901 (+8.4%) from 2020

Net Assets

Up

$134,953,923

Up $9,561,646 (+7.6%) from 2020

Liabilities

Up

$5,018,213

Up $1,273,255 (+34%) from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin84th percentile

Revenue

Up

$17,553,257

Up $10,863,602 (+162%) from 2020

Expenses

Up

$8,642,699

Up $1,072,021 (+14%) from 2020

Net Income

Up

$8,910,558

Up $9,791,581 (+1111%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2021

Assets$139,972,136
Liabilities$5,018,213
Net Assets$134,953,923
Open 2021 Filing

Operations Trend

Revenue Growth91st 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

2021

Revenue$17,553,257
Expenses$8,642,699
Net Income$8,910,558
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHED STATEMENT 10See Attached Statement 10FT$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
2022-11-04
Raw XML Appendix264 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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IRS990PF/FMVAssetsEOYAmt0139972136
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0128275193
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01933830
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06349409
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0700 Newport Center Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Newport Beach
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt07213764
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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/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0See Attached
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PACIFIC LIFE INSURANCE COMPANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0700 NEWPORT CENTER DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEWPORT BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092660
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TAX RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1SUSPENSE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03138
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt14
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03138
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt14
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0651088
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0SEE STATEMENT 8
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tennyson Oyler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director & President
ReturnHeader/BusinessOfficerGrp/PhoneNum09492193248
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
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/ReturnTs02022-11-08T15:19:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tennyson
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Oyler
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

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

Open filing
Assets
$139,972,136
Liabilities
$5,018,213
Net assets
$134,953,923
Revenue
$17,553,257
Expenses
$8,642,699
Net income
$8,910,558
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