Civic Intelligence

Pacific Life Foundation

990PF • Fiscal year 2023 • EIN 95-3433806

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 22, 2024

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

31st percentile

0.05x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.53x

Higher debt load relative to revenue than 56% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

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.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

50%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$133,681,776

Up $12,773,674 (+11%) from 2022

Net Assets

Up

$127,378,243

Up $14,769,178 (+13%) from 2022

Liabilities

Down

$6,303,533

Down $1,995,504 (-24%) from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin91st percentile

Revenue

Up

$11,819,004

Up $3,922,728 (+50%) from 2022

Expenses

Down

$5,727,276

Down $5,499,421 (-49%) from 2022

Net Income

Up

$6,091,728

Up $9,422,149 (+283%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2023

Assets$133,681,776
Liabilities$6,303,533
Net Assets$127,378,243
Open 2023 Filing

Operations Trend

Revenue Growth88th 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

2023

Revenue$11,819,004
Expenses$5,727,276
Net Income$6,091,728
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 22, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHED STATEMENT 14See Attached Statement 14FT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED STATEMENT 16SEE ATTACHED STATEMENT 16-NEWPORT BEACH, CA, US$7,560,480
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
2024-07-22
Raw XML Appendix285 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 13
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt05677697
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt06679124
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01001427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0126528459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE STATEMENT 12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0126528459
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt03667577
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/RelatedOrExemptFunctionIncmAmt01001427
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt07560480
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05435355
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt07150000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03667577
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03667577
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06091728
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08677450
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05915196
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IRS990PF/DistributableAmountGrp/TotalTaxAmt064315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt055311
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt064315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05996
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt064315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt070311
IRS990PF/FMVAssetsEOYAmt0133681776
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt093912
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0214529
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IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt06080000
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0945
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0121411382
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0572741
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0120838641
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01821171
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05979511
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0119590211
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt099.27
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SEE ATTACHED STATEMENT 14
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SEE ATTACHED STATEMENT 14
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0700 Newport Center Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Newport Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
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
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/PhoneNum09492193248
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01709624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01969426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0955075
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01366420
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IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01709624
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09493590
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07783966
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/TotalContributionsAmt07150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AUDIT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PUBLIC RELATIONS EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COMPUTER SOFTWARE PKG EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CONSULTING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4GENERAL & ADMIN EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06775
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt19896
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt241289
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3316
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt46064
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04425
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16462
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt226962
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3206
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt43960
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116357
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt268251
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3523
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt410024
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08677450
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0SEE STATEMENT 12
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt09004
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tennyson Oyler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director & President
ReturnHeader/BusinessOfficerGrp/PhoneNum09492193248
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-22
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-07-22T14:10:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tennyson
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Oyler
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,681,776
Liabilities
$6,303,533
Net assets
$127,378,243
Revenue
$11,819,004
Expenses
$5,727,276
Net income
$6,091,728
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