2025-10-31T15:39:58-05:00 2024-12-31 330221239 THE BUSCH FIRM 2532 DUPONT DRIVE IRVINE CA 92612 990 2024-01-01 453733093 THE NAPA INSTITUTE NAPA 9494747368 2532 DUPONT DRIVE IRVINE CA 92612 TIMOTHY R BUSCH CEO 9494747368 2025-10-31 1 1 GREGORY BUSCH P00156481 9494747368 2024 2025-03-06 01:10:19Z TIMOTHY R BUSCH 2532 DUPONT DRIVE IRVINE CA 92612 5381648 0 X WWW.NAPA-INSTITUTE.ORG X 2011 CA SEE STATEMENT #1 10 10 11 0 0 0 1454513 2175002 2867736 2916894 8133 -6238 0 0 4330382 5085658 0 0 0 0 829955 953929 0 0 266273 3228840 4035532 4058795 4989461 271587 96197 363374 424171 35400 0 327974 424171 THE PURPOSE OF THE ORGANIZATION IS TO EMPOWER CATHOLIC LEADERS TO DEFEND, RENEW, AND ADVANCE THE CATHOLIC CHURCH AS WELL AS TRANSFORM THE CULTURE IN "THE NEXT AMERICA" - TODAY'S EMERGING SECULAR SOCIETY. 0 0 3990360 2917284 THE FOURTEENTH ANNUAL NAPA INSTITUTE CONFERENCE, JULY 24-28, 2024, WHICH WAS HELD IN PERSON AS WELL AS VIRTUAL BROUGHT TOGETHER OVER SIX 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,WITH REASON AND FAITH. 3990360 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 26 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 X REV ROBERT J SPITZER SJ VICE CHAIRMAN & 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 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 DAN CELLUCCI DIRECTOR 5.00 X 0 0 0 MARK ROHLENA PRESIDENT 40.00 X 200187 0 0 RICHARD LOESING DIRECTOR OF MISSION ADVANCEMENT 40.00 X 201362 0 0 401549 0 0 2 0 1 0 0 2175002 289362 2175002 EVENT SPONSORSHIPS & M 900099 2916894 2916894 2916894 390 390 289362 295990 -6628 -6628 -6628 5085658 2917284 0 -6628 X 401549 401549 347938 106867 34348 206723 149657 149657 54785 36159 2191 16435 9613 9613 16200 16200 96122 10600 85222 300 104592 20000 84592 10012 10012 EVENT EXPENSE 2454042 2322179 97963 33900 AUDIO AND VISUAL 284589 284589 CONTRACT SERVICES 273528 72384 200070 1074 EQUIPMENT RENTAL 113194 113194 673640 447369 218430 7841 4989461 3990360 732828 266273 280913 378294 67030 30446 23724 23724 0 0 15431 15431 363374 424171 35400 0 35400 0 X 0 0 0 0 327974 424171 327974 424171 363374 424171 96197 0 X 0 0 0 X 767553 1240245 1451091 1454513 2175002 7088404 516503 2003547 2438826 2875564 2916894 10751334 1284056 3243792 3889917 4330077 5091896 17839738 0 581359 667562 301101 302699 378681 2231402 581359 667562 301101 302699 378681 2231402 15608336 1284056 3243792 3889917 4330077 5091896 17839738 0.87490 0.85330 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23724 23724 0 0 1 0 0 0 0 0 0 0 0 0 RICHARD LOESING DIRECTOR OF MISSION ADVANCEMENT 201362 0 0 0 0 0 0 0 0 0 201362 0 0 0 MARK ROHLENA PRESIDENT 200187 0 0 0 0 0 0 0 0 0 200187 0 0 0 X 3 290362 FMV AS PER FORM 1099 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 SHARED SERVICES: PROGRAM SERVICE EXPENSES 100,539. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,539. WINE EXPENSE : PROGRAM SERVICE EXPENSES 81,662. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,662. INFORMATION SYSTEMS: PROGRAM SERVICE EXPENSES 19,284. MANAGEMENT AND GENERAL EXPENSES 56,732. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,016. MERCHANT AND BANK FEES: PROGRAM SERVICE EXPENSES 65,619. MANAGEMENT AND GENERAL EXPENSES 3,789. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,408. HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 46,097. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,097. MASS SUPPLIES: PROGRAM SERVICE EXPENSES 37,843. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,843. SPONSORSHIP: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 20,295. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,295. PRINTING AND PROGRAMS: PROGRAM SERVICE EXPENSES 28,952. MANAGEMENT AND GENERAL EXPENSES 917. FUNDRAISING EXPENSES 192. TOTAL EXPENSES 30,061. STIPENDS: PROGRAM SERVICE EXPENSES 27,452. MANAGEMENT AND GENERAL EXPENSES 2,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,452. EXCURSIONS: PROGRAM SERVICE EXPENSES 28,059. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,059. GIFTS AND AWARDS: PROGRAM SERVICE EXPENSES 3,970. MANAGEMENT AND GENERAL EXPENSES 20,869. FUNDRAISING EXPENSES 1,026. TOTAL EXPENSES 25,865. MUSIC: PROGRAM SERVICE EXPENSES 22,719. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,719. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,586. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,586. TELECOMMUNICATIONS: PROGRAM SERVICE EXPENSES 1,317. MANAGEMENT AND GENERAL EXPENSES 11,242. FUNDRAISING EXPENSES 1,349. TOTAL EXPENSES 13,908. DONATIONS: PROGRAM SERVICE EXPENSES 7,764. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,764. BUSINESS MEALS: PROGRAM SERVICE EXPENSES 7,090. MANAGEMENT AND GENERAL EXPENSES 3,960. FUNDRAISING EXPENSES 1,639. TOTAL EXPENSES 12,689. CREDIT LOSS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,365. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,365. SUPPLIES: PROGRAM SERVICE EXPENSES 41. MANAGEMENT AND GENERAL EXPENSES 5,461. FUNDRAISING EXPENSES 3,510. TOTAL EXPENSES 9,012. POSTAGE & DELIVERY: PROGRAM SERVICE EXPENSES 2,095. MANAGEMENT AND GENERAL EXPENSES 6,675. FUNDRAISING EXPENSES 125. TOTAL EXPENSES 8,895. STORAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,442. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,442. SECURITY: PROGRAM SERVICE EXPENSES 2,963. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,963. 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 429600 CASH