2024-10-21T17:54:47-05:00 2023-12-31 330221239 THE BUSCH FIRM 2532 DUPONT DRIVE IRVINE CA 92612 990 2023-01-01 453733093 THE NAPA INSTITUTE NAPA 9494747368 2532 DUPONT DRIVE IRVINE CA 92612 TIMOTHY R BUSCH CEO 9494747368 2024-10-21 1 1 GREGORY BUSCH P00156481 9494747368 2023 2024-10-15 13:58:12Z TIMOTHY R BUSCH 2532 DUPONT DRIVE IRVINE CA 92612 4533644 0 X WWW.NAPA-INSTITUTE.ORG X 2011 CA SEE STATEMENT #1 10 10 11 0 0 0 1451091 1454513 2438826 2867736 802 8133 0 0 3890719 4330382 0 0 0 0 847416 829955 0 0 161309 3237439 3228840 4084855 4058795 -194136 271587 256387 363374 200000 35400 56387 327974 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. 0 0 3533015 2867741 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. 3533015 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 46 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X THE NAPA INSTITUTE 9494747368 2532 DUPONT DRIVE IRVINE CA 92612 REV ROBERT J SPITZER SJ PRESIDENT & DIRECTOR 5.00 X X 0 0 0 TIMOTHY R BUSCH CHAIRMAN & DIRECTOR 5.00 X X 0 0 0 REV PAUL S COAKLEY STL DD DIRECTOR 5.00 X 0 0 0 DR VINCENT PHILLIP MUNOZ DIRECTOR 5.00 X 0 0 0 DRTIMOTHY GRAY DIRECTOR 5.00 X 0 0 0 JOHN M MEYER EXECUTIVE DIRECTOR 40.00 X X 177667 0 0 FRANCIS X MAIER DIRECTOR 5.00 X 0 0 0 MARY HASSON DIRECTOR 5.00 X 0 0 0 DR CATHERINE PAKALUK DIRECTOR 5.00 X 0 0 0 MICHAEL P WARSAW DIRECTOR 5.00 X 0 0 0 177667 0 0 1 0 1 0 0 1454513 1454513 EVENT SPONSORSHIPS & M 900099 2867736 2867736 2867736 5 5 211390 203262 8128 8128 8128 4330382 2867741 0 8128 X 177667 177667 554393 393360 24734 136299 56851 38706 18145 41044 32015 1231 7798 35539 35539 29500 14750 14750 71351 32513 38838 76309 22500 53809 24759 24759 EVENT EXPENSE 1133293 1091108 28420 13765 LODGING EXPENSE 536961 536961 INFORMATION SYSTEMS 433967 391891 40689 1387 CONTRACT SERVICES 154821 125754 29067 732340 640251 90029 2060 4058795 3533015 364471 161309 140961 280913 0 67030 23724 23724 0 0 99995 0 15431 15431 256387 363374 200000 35400 200000 35400 X 0 0 0 0 56387 327974 56387 327974 256387 363374 271587 0 X 0 0 0 X 541930 767553 1240245 1451091 1454513 5455332 2528065 516503 2003547 2438826 2875564 10362505 3069995 1284056 3243792 3889917 4330077 15817837 0 468531 581359 667562 301101 302699 2321252 468531 581359 667562 301101 302699 2321252 13496585 3069995 1284056 3243792 3889917 4330077 15817837 0.85330 0.81450 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23724 23724 0 0 NOTE PAYABLE - LENAWEE 35400 35400 1 0 0 0 0 0 0 0 0 0 JOHN M MEYER EXECUTIVE DIRECTOR 177667 0 0 0 0 0 0 0 0 0 177667 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE SIGNING OFFICER. FORM 990, PART VI, SECTION C, LINE 19 NOT GENERALLY AVAILABLE TO THE PUBLIC. REQUESTS WILL BE CONSIDERED BY THE BOARD. FORM 990, PART IX, LINE 24E EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 150,084. MANAGEMENT AND GENERAL EXPENSES 1,715. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 151,799. TRANSPORTATION: PROGRAM SERVICE EXPENSES 137,450. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 137,450. MERCHANT AND BANK FEES: PROGRAM SERVICE EXPENSES 65,708. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,708. STIPENDS: PROGRAM SERVICE EXPENSES 62,934. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,934. EXCURSIONS: PROGRAM SERVICE EXPENSES 45,322. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,322. WEBSITE: PROGRAM SERVICE EXPENSES 41,497. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,497. SPONSORSHIP: PROGRAM SERVICE EXPENSES 8,500. MANAGEMENT AND GENERAL EXPENSES 32,381. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,881. PRINTING AND PROGRAMS: PROGRAM SERVICE EXPENSES 27,689. MANAGEMENT AND GENERAL EXPENSES 989. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,678. SECURITY: PROGRAM SERVICE EXPENSES 26,905. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,905. TELECOMMUNICATIONS: PROGRAM SERVICE EXPENSES 20,707. MANAGEMENT AND GENERAL EXPENSES 2,870. FUNDRAISING EXPENSES 1,000. TOTAL EXPENSES 24,577. OPERATING SUPPLIES: PROGRAM SERVICE EXPENSES 9,767. MANAGEMENT AND GENERAL EXPENSES 6,300. FUNDRAISING EXPENSES 910. TOTAL EXPENSES 16,977. HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,491. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,491. BROADCASTING: PROGRAM SERVICE EXPENSES 14,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,600. POSTAGE: PROGRAM SERVICE EXPENSES 781. MANAGEMENT AND GENERAL EXPENSES 13,085. FUNDRAISING EXPENSES 10. TOTAL EXPENSES 13,876. BUSINESS MEALS: PROGRAM SERVICE EXPENSES 13,610. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,610. GIFTS AND AWARDS: PROGRAM SERVICE EXPENSES 3,233. MANAGEMENT AND GENERAL EXPENSES 7,463. FUNDRAISING EXPENSES 140. TOTAL EXPENSES 10,836. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 9,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,400. STORAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,976. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,976. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,759. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,759. DONATIONS: PROGRAM SERVICE EXPENSES 2,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,064. NAPA INSTITUTE FOUNDATION 2532 DUPONT DRIVE IRVINE CA 92612 811190021 PROVIDE SUPPORT TO NAPA INSTITUTE, ORANGE CATHOLIC FOUNDATION AND CCFLA CA 501(C)(3) LINE 12B, II NAPA INSTITUTE 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NAPA INSTITUTE FOUNDATION C 346000 CASH