Nonprofit · EIN 45-3733093
NAPA INSTITUTE
Tax-exempt · IRVINE, CA 92612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,085,658 | $4,989,461 | $96,197 | $424,171 | $0 | $424,171 |
| December 31, 2023 | 990 | $4,330,382 | $4,058,795 | $271,587 | $363,374 | $35,400 | $327,974 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,175,002
- Program service revenue
- $2,916,894
- Investment income
- -$6,238
- Net gain from sales of assets
- -$6,628
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $401,549
- Other salaries and wages
- $347,938
- Salaries, compensation and benefits (total)
- $953,929
- Professional fundraising fees
- $0
- Legal fees
- $9,613
- Accounting fees
- $16,200
- Occupancy
- $104,592
- Program services (functional)
- $3,990,360
- Management and general (functional)
- $732,828
- Fundraising (functional)
- $266,273
Balance sheet and other
- Total assets, start of year
- $363,374
- Total assets, end of year
- $424,171
- Total liabilities, end of year
- $0
- Net assets, end of year
- $424,171
- Gross receipts
- $5,381,648
- Employees
- 11
- Volunteers
- 0
- Year formed
- 2011
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD LOESING | DIRECTOR OF MISSION ADVANCEMENT Key employee | 40 | $201,362 |
| MARK ROHLENA | PRESIDENT Key employee | 40 | $200,187 |
| REV ROBERT J SPITZER SJ | VICE CHAIRMAN & DIRECTOR Trustee or director, Officer | 5 | $0 |
| TIMOTHY R BUSCH | CHAIRMAN & DIRECTOR Trustee or director, Officer | 5 | $0 |
| REV PAUL S COAKLEY STL DD | DIRECTOR Trustee or director | 5 | $0 |
| DR VINCENT PHILLIP MUNOZ | DIRECTOR Trustee or director | 5 | $0 |
| DRTIMOTHY GRAY | DIRECTOR Trustee or director | 5 | $0 |
| FRANCIS X MAIER | DIRECTOR Trustee or director | 5 | $0 |
| MARY HASSON | DIRECTOR Trustee or director | 5 | $0 |
| DR CATHERINE PAKALUK | DIRECTOR Trustee or director | 5 | $0 |
| MICHAEL P WARSAW | DIRECTOR Trustee or director | 5 | $0 |
| DAN CELLUCCI | DIRECTOR Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN M MEYER | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $177,667 |
| REV ROBERT J SPITZER SJ | PRESIDENT & DIRECTOR Trustee or director, Officer | 5 | $0 |
| TIMOTHY R BUSCH | CHAIRMAN & DIRECTOR Trustee or director, Officer | 5 | $0 |
| REV PAUL S COAKLEY STL DD | DIRECTOR Trustee or director | 5 | $0 |
| DR VINCENT PHILLIP MUNOZ | DIRECTOR Trustee or director | 5 | $0 |
| DRTIMOTHY GRAY | DIRECTOR Trustee or director | 5 | $0 |
| FRANCIS X MAIER | DIRECTOR Trustee or director | 5 | $0 |
| MARY HASSON | DIRECTOR Trustee or director | 5 | $0 |
| DR CATHERINE PAKALUK | DIRECTOR Trustee or director | 5 | $0 |
| MICHAEL P WARSAW | DIRECTOR Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 2532 DUPONT DR, IRVINE, CA 92612-1524
- Principal officer (990 for 2024)
- TIMOTHY R BUSCH, 2532 DUPONT DRIVE, IRVINE, CA 92612
- Signed the 990
- TIMOTHY R BUSCH, CEO
- Phone
- (949) 474-7368
- Website
- WWW.NAPA-INSTITUTE.ORG
- Return prepared by
- THE BUSCH FIRM
California records
California keeps its own records of charities and corporations. Search them by EIN 45-3733093 or by the name NAPA INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- 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.Expenses $3,990,360 · revenue $2,917,284
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 45-3733093
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X22)
- Assets (IRS master file)
- $424,171
- Income (IRS master file)
- $5,381,648
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,085,658 | $4,989,461 | $424,171 | XML |
| 990 | December 2023 | $4,330,382 | $4,058,795 | $363,374 | XML |
| 990 | December 2022 | $3,890,719 | $4,084,855 | $256,387 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-3733093).
Questions about NAPA INSTITUTE
- What is the EIN of NAPA INSTITUTE?
- The employer identification number (EIN) of NAPA INSTITUTE is 45-3733093.
- Is NAPA INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to NAPA INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NAPA INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NAPA INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAPA INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NAPA INSTITUTE?
- The 990 for the year ended December 31, 2024 names TIMOTHY R BUSCH.
- Who are the officers and directors of NAPA INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 12 people; 2 received compensation from the organization, the highest $201,362 (RICHARD LOESING, DIRECTOR OF MISSION ADVANCEMENT).
- How much revenue does NAPA INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,085,658, expenses of $4,989,461 and total assets of $424,171 at year end.
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