Civic Intelligence

Pacific Life Foundation

990PF • Fiscal year 2022 • EIN 95-3433806

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 23, 2023

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

34th percentile

0.07x

Higher debt load relative to assets than 34% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

69th percentile

1.05x

Higher debt load relative to revenue than 69% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Net Margin

9th percentile

-42%

Higher net margin than 9% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

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.

2022 filings • $100M-$250M nonprofits • Source year 2022

Asset Growth

14th percentile

-14%

Faster asset growth than 14% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-55%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$120,908,102

Down $19,064,034 (-14%) from 2021

Net Assets

Down

$112,609,065

Down $22,344,858 (-17%) from 2021

Liabilities

Up

$8,299,037

Up $3,280,824 (+65%) from 2021

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin9th percentile

Revenue

Down

$7,896,276

Down $9,656,981 (-55%) from 2021

Expenses

Up

$11,226,697

Up $2,583,998 (+30%) from 2021

Net Income

Down

-$3,330,421

Down $12,240,979 (-137%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2022

Assets$120,908,102
Liabilities$8,299,037
Net Assets$112,609,065
Open 2022 Filing

Operations Trend

Revenue Growth8th 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

2022

Revenue$7,896,276
Expenses$11,226,697
Net Income-$3,330,421
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 23, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHED STATEMENT 11See Attached Statement 11FT$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
9492197081
Signed
2023-08-23
Raw XML Appendix272 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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0SEE ATTACHED STATEMENT 11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SEE STATEMENT 9
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt025768154
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt023959155
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-1808999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0113782005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE STATEMENT 9
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02705275
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3330421
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3330421
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt019014437
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt037439
IRS990PF/DistributableAmountGrp/TotalTaxAmt037439
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt037750
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0311
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt037439
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt037750
IRS990PF/FMVAssetsEOYAmt0120908102
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0358213
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IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt04660000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt08205125
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0134953923
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03142
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0121114771
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0448791
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0120665980
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01816722
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05964902
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0119298049
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt086.67
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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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
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt07896889
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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).
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09492193248
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0See Attached
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01366420
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01536259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01956786
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09223147
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07253721
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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/TotalContributionsAmt07000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03138
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt14
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TAX RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1SUSPENSE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0945
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0945
OtherDecreasesSchedule/OtherDecreasesDetail/Amt019014437
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0SEE STATEMENT 9
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt092089
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011791
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0103880
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tennyson Oyler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director & President
ReturnHeader/BusinessOfficerGrp/PhoneNum09492197081
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-23
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/ReturnTs02023-08-25T09:03:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tennyson
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Oyler
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,908,102
Liabilities
$8,299,037
Net assets
$112,609,065
Revenue
$7,896,276
Expenses
$11,226,697
Net income
-$3,330,421
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