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← NAPA INSTITUTE

Form 990 for tax year 2023

Filed by NAPA INSTITUTE.

Totals

Total revenue
$4,330,382
Total expenses
$4,058,795
Contributions and grants received
$1,454,513
Grants paid
$0
Program service revenue
$2,867,736
Investment income
$8,133
Other revenue
$0
Total assets, end of year
$363,374
Total liabilities, end of year
$35,400
Net assets or fund balances, end of year
$327,974
Program services expenses (Part IX)
$3,533,015
Management and general expenses
$364,471
Fundraising expenses
$161,309
Program service expenses (Part III)
$3,533,015

Program services were 87.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,454,513

  • 2a · Program service revenue: EVENT SPONSORSHIPS & M

    total $2,867,736 · related or exempt $2,867,736

  • 3 · Investment income

    total $5 · related or exempt $5

  • 7a · Gross sales of assets other than inventory

    securities $211,390

  • 7b · Less cost or other basis and sales expenses

    securities $203,262

  • 7c · Gain or loss

    securities $8,128

  • 7d · Net gain or loss

    total $8,128 · excluded $8,128

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $177,667 · program services $177,667

  • 6 · Compensation of disqualified persons

    total $554,393 · program services $393,360 · management and general $24,734 · fundraising $136,299

  • 9 · Other employee benefits

    total $56,851 · program services $38,706 · management and general $18,145

  • 10 · Payroll taxes

    total $41,044 · program services $32,015 · management and general $1,231 · fundraising $7,798

  • 11b · Fees: legal

    total $35,539 · program services $35,539

  • 11c · Fees: accounting

    total $29,500 · program services $14,750 · management and general $14,750

  • 12 · Advertising and promotion

    total $71,351 · program services $32,513 · management and general $38,838

  • 16 · Occupancy

    total $76,309 · program services $22,500 · management and general $53,809

  • 23 · Insurance

    total $24,759 · management and general $24,759

  • 24a · Other expenses: EVENT EXPENSE

    total $1,133,293 · program services $1,091,108 · management and general $28,420 · fundraising $13,765

  • 24b · Other expenses: LODGING EXPENSE

    total $536,961 · program services $536,961

  • 24c · Other expenses: INFORMATION SYSTEMS

    total $433,967 · program services $391,891 · management and general $40,689 · fundraising $1,387

  • 24d · Other expenses: CONTRACT SERVICES

    total $154,821 · program services $125,754 · management and general $29,067

  • 24e · All other expenses

    total $732,340 · program services $640,251 · management and general $90,029 · fundraising $2,060

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $140,961 · end of year $280,913

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $67,030

  • 10a · Land, buildings and equipment: cost or other basis

    $23,724

  • 10b · Land, buildings and equipment: accumulated depreciation

    $23,724

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $99,995 · end of year $0

  • 15 · Other assets

    beginning of year $15,431 · end of year $15,431

  • 25 · Other liabilities

    beginning of year $200,000 · end of year $35,400

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $56,387 · end of year $327,974

Mission and programs · 2023

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.

Activities or mission (Part I)

SEE STATEMENT #1

  • 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.

    Expenses $3,533,015 · Revenue $2,867,741

As filed on the 2023 return.

Listed in Part VII

  • REV ROBERT J SPITZER SJ

    PRESIDENT & DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • TIMOTHY R BUSCH

    CHAIRMAN & DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • REV PAUL S COAKLEY STL DD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • DR VINCENT PHILLIP MUNOZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • DRTIMOTHY GRAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • JOHN M MEYER

    EXECUTIVE DIRECTOR

    Total calculated
    $177,667
    From this org
    $177,667
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,667
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $177,667

  • FRANCIS X MAIER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • MARY HASSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • DR CATHERINE PAKALUK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • MICHAEL P WARSAW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • NAPA INSTITUTE FOUNDATION

    501(C)(3) · PROVIDE SUPPORT TO NAPA INSTITUTE, ORANGE CATHOLIC FOUNDATION AND CCFLA · CA

    Directly controlled by NAPA INSTITUTE

Provenance

Return type
form_990
Tax year
2023
Filed
21 October 2024
IRS schema version
2023v5.1
Source object
202412959349301976

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