THE NAPA INSTITUTE

EIN: 453733093 501(c)(3) Religion

IRVINE, CA

Total Revenue
$4,330,382
Total Expenses
$4,058,795
Total Assets
$363,374
Net Assets
$327,974
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
CA
Principal Officer
TIMOTHY R BUSCH
Phone
9494747368
Tax Period
2023-01-01 to 2023-12-31

THE NAPA INSTITUTE, founded in 2011, is a community nonprofit in the Religion sector that reported $4.3M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $4.1M left a modest 6% surplus.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO EMPOWER CATHOLIC LEADERS TO DEFEND, RENEW, AND ADVANCE THE CATHOLIC CHURCH AND TRANSFORM THE CULTURE IN "THE NEXT AMERICA" - TODAY'S EMERGING SECULAR SOCIETY.

Program Service Accomplishments

Program 1
Expenses: $3,533,015 Revenue: $2,867,741

THE THIRTEENTH ANNUAL NAPA INSTITUTE CONFERENCE, JULY 26-30, 2023, WHICH WAS HELD IN PERSON AS WELL AS VIRTUAL BROUGHT TOGETHER OVER EIGHT HUNDRED CATHOLIC LAY LEADERS, PRELATES, CLERGY, AND...

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THE THIRTEENTH ANNUAL NAPA INSTITUTE CONFERENCE, JULY 26-30, 2023, WHICH WAS HELD IN PERSON AS WELL AS VIRTUAL BROUGHT TOGETHER OVER EIGHT HUNDRED CATHOLIC LAY LEADERS, PRELATES, CLERGY, AND RELIGIOUS LEADERS FROM OVER FORTY STATES AND SEVERAL EUROPEAN COUNTRIES TO LEARN ABOUT THE SANCTITY OF WORK, BUILDING A CATHOLIC CULTURE, AND REASON AND FAITH.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,454,513
Program Service Revenue $2,867,736
Investment Income $8,133
Other Revenue $0
TOTAL REVENUE $4,330,382

Expense Breakdown

Grants Paid $0
Salaries & Benefits $829,955
Fundraising Expenses $161,309
Program Expenses $3,533,015
Other Expenses $3,228,840
TOTAL EXPENSES $4,058,795

Year-over-Year Comparison

2023 2022 Change
Revenue $4,330,382 $3,890,719 +0.1%
Expenses $4,058,795 $4,084,855 0.0%
Net Income $271,587 $-194,136 -2.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
11
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$177,667
Total Directors
10
$177,667
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
REV ROBERT J SPITZER SJ PRESIDENT & DIRECTOR 5.00
Officer Director
$0 $0 $0
TIMOTHY R BUSCH CHAIRMAN & DIRECTOR 5.00
Officer Director
$0 $0 $0
REV PAUL S COAKLEY STL DD DIRECTOR 5.00
Director
$0 $0 $0
DR VINCENT PHILLIP MUNOZ DIRECTOR 5.00
Director
$0 $0 $0
DRTIMOTHY GRAY DIRECTOR 5.00
Director
$0 $0 $0
JOHN M MEYER EXECUTIVE DIRECTOR 40.00
Officer Director
$177,667 $0 $177,667
FRANCIS X MAIER DIRECTOR 5.00
Director
$0 $0 $0
MARY HASSON DIRECTOR 5.00
Director
$0 $0 $0
DR CATHERINE PAKALUK DIRECTOR 5.00
Director
$0 $0 $0
MICHAEL P WARSAW DIRECTOR 5.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $4,330,382 $4,058,795 $363,374 $271,587
2022 $3,890,719 $4,084,855 $256,387 $-194,136
2021 $3,251,927 $2,841,262 $250,523 $410,665
2020 $1,284,056 $1,387,846 $28,192 $-103,790
2019 $3,076,342 $3,669,286 $41,507 $-592,944
2018 $3,000,900 $3,035,079 $234,451 $-34,179
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