NAPA INSTITUTE LEGAL FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

TIMOTHY R BUSCH

Phone

6308629194

Tax Period

2023-01-01 to 2023-12-31

NAPA INSTITUTE LEGAL FOUNDATION, founded in 2018, is a small nonprofit in the Religion sector that reported $537K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $855K exceeded revenue, resulting in a 59% operating deficit.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE CORPORATE, TAX, PHILANTHROPIC, AND OTHER NON-LITIGATION LEGAL AND FINANCIAL EDUCATION TO PROTECT THE MISSIONS OF NONPROFIT ORGANIZATIONS ALIGNED WITH THE CATHOLIC FAITH.

Program Service Accomplishments

Program 1

Expenses: $604,258 Revenue: $28,900

THE ORGANIZATION PROVIDED CORPORATE, NON-LITIGATION LEGAL EDUCATION TO ORGANIZATIONS ALIGNED WITH THE CATHOLIC FAITH THROUGH TOOLKITS, TRAINING EVENTS, AN ONLINE BOOT CAMP, WEBINARS, AND OTHER...

THE ORGANIZATION PROVIDED CORPORATE, NON-LITIGATION LEGAL EDUCATION TO ORGANIZATIONS ALIGNED WITH THE CATHOLIC FAITH THROUGH TOOLKITS, TRAINING EVENTS, AN ONLINE BOOT CAMP, WEBINARS, AND OTHER RESOURCES.

Program 2

Expenses: $73,851

THE GOOD COUNSELOR PROJECT DEVELOPS A NETWORK OF ATTORNEYS COMMITTED TO SERVING FAITH-BASED ORGANIZATIONS AND CIVIL SOCIETY, PROVIDES THESE ATTORNEYS WITH FORMATION IN VIRTUE AND THE FIRST PRINCIPLES OF LAW, AND EQUIPS THESE ATTORNEYS WITH THE PROFESSIONAL SKILLS NEEDED TO EFFECTIVELY CONTRIBUTE TO THE LEGAL NEEDS OF FAITH-BASED NONPROFIT ORGANIZATIONS AND CIVIL SOCIETY.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $507,601

Program Service Revenue $28,900

Investment Income $0

Other Revenue $0

TOTAL REVENUE $536,501

Expense Breakdown

Grants Paid $0

Salaries & Benefits $501,520

Fundraising Expenses $57,268

Program Expenses $678,109

Other Expenses $353,584

TOTAL EXPENSES $855,104

Year-over-Year Comparison

	2023	2022	Change
Revenue	$536,501	$711,034	-0.2%
Expenses	$855,104	$715,123	+0.2%
Net Income	$-318,603	$-4,089	+76.9%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$209,845

Total Directors

$147,379

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY R BUSCH	CHAIRMAN & DIRECTOR	1.00	Director	$0	$0	$0
MARY M BEECHER	VICE PRESIDENT & EXECUTIVE DIRECTOR	40.00	Officer Director	$147,379	$0	$147,379
MARK RIENZI	DIRECTOR	1.00	Director	$0	$0	$0
ALAN E SEARS	DIRECTOR	1.00	Director	$0	$0	$0
AMY SHEPARD	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
FR DOMINIC LEGGEOP	DIRECTOR	1.00	Director	$0	$0	$0
LEONARD A LEO	DIRECTOR	1.00	Director	$0	$0	$0
BISHOP THOMAS J PAPROCKI	DIRECTOR	1.00	Director	$0	$0	$0
JOHN C PEIFFER II	PRESIDENT	10.00	Officer	$0	$0	$0
FRANK DEVITO	SECRETARY	1.00	Officer	$62,466	$0	$62,466
JOSHUA HOLDENRIED	FORMER VICE PRESIDENT & EXECUTIVE DIRECTOR	40.00		$52,155	$0	$52,155

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	$536,501	$855,104	$70,972	$-318,603
2022	$711,034	$715,123	$368,571	$-4,089
2021	$734,410	$447,517	$350,918	$286,893
2020	$438,307	$351,100	$50,997	$87,207
2019	$250,000	$296,666	$25,093	$-46,666
2019	$250,000	$296,666	$25,093	$-46,666