Civic Intelligence

The Napa Institute

EIN 45-3733093 • 501(c)3 • Irvine, CA

Profile

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.

2532 Dupont DriveIrvine, CA 92612

www.napa-institute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

43rd percentile

1.9%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

17%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$424,171

Up $60,797 (+17%) from 2023

Liabilities

Down

$0

Down $35,400 (-100%) from 2023

Net Assets

Up

$424,171

Up $96,197 (+29%) from 2023

Revenue

Up

$5,085,658

Up $755,276 (+17%) from 2023

Expenses

Up

$4,989,461

Up $930,666 (+23%) from 2023

Net Income

Down

$96,197

Down $175,390 (-65%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $12,267Liabilities 2011: $0Net Assets 2011: $12,2672011Assets 2012: $31,271Liabilities 2012: $35,545Net Assets 2012: -$4,2742012Assets 2013: $10,512Liabilities 2013: $97,545Net Assets 2013: -$87,0332013Assets 2014: $11,312Liabilities 2014: $7,346Net Assets 2014: $3,9662014Assets 2015: $2,026,145Liabilities 2015: $210,000Net Assets 2015: $1,816,1452015Assets 2016: $66,942Liabilities 2016: $0Net Assets 2016: $66,9422016Assets 2017: $268,630Liabilities 2017: $0Net Assets 2017: $268,6302017Assets 2018: $234,451Liabilities 2018: $0Net Assets 2018: $234,4512018Assets 2019: $41,507Liabilities 2019: $400,000Net Assets 2019: -$358,4932019Assets 2020: $28,192Liabilities 2020: $400,000Net Assets 2020: -$371,8082020Assets 2021: $250,523Liabilities 2021: $0Net Assets 2021: $250,5232021Assets 2022: $256,387Liabilities 2022: $200,000Net Assets 2022: $56,3872022Assets 2023: $363,374Liabilities 2023: $35,400Net Assets 2023: $327,9742023Assets 2024: $424,171Liabilities 2024: $0Net Assets 2024: $424,1712024

Highlighted filing

2024

Assets$424,171
Liabilities$0
Net Assets$424,171

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $20,960Expenses 2011: $8,693Net Income 2011: $12,2672011Expenses 2012: $544,7772012Revenue 2013: $606,554Expenses 2013: $689,313Net Income 2013: -$82,7592013Revenue 2014: $1,025,584Expenses 2014: $934,585Net Income 2014: $90,9992014Revenue 2015: $3,101,300Expenses 2015: $1,289,121Net Income 2015: $1,812,1792015Revenue 2016: $1,470,777Expenses 2016: $3,219,980Net Income 2016: -$1,749,2032016Revenue 2017: $2,034,126Expenses 2017: $1,832,438Net Income 2017: $201,6882017Revenue 2018: $3,000,900Expenses 2018: $3,035,079Net Income 2018: -$34,1792018Revenue 2019: $3,076,342Expenses 2019: $3,669,286Net Income 2019: -$592,9442019Revenue 2020: $1,284,056Expenses 2020: $1,387,846Net Income 2020: -$103,7902020Revenue 2021: $3,251,927Expenses 2021: $2,841,262Net Income 2021: $410,6652021Revenue 2022: $3,890,719Expenses 2022: $4,084,855Net Income 2022: -$194,1362022Revenue 2023: $4,330,382Expenses 2023: $4,058,795Net Income 2023: $271,5872023Revenue 2024: $5,085,658Expenses 2024: $4,989,461Net Income 2024: $96,1972024

Highlighted filing

2024

Revenue$5,085,658
Expenses$4,989,461
Net Income$96,197

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$5.09$4.99$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.36$0.04$0.33$4.33$4.06$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.20$0.06$3.89$4.08$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$3.25$2.84$0.41
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.40$0.37$1.28$1.39$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.40$0.36$3.08$3.67$0.59
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$3.00$3.04$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$2.03$1.83$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.47$3.22$1.75
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.21$1.82$3.10$1.29$1.81
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$1.03$0.93$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.10$0.09$0.61$0.69$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.04$0.00$0.54
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.02$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$5,381,648
Mission and Program Overview

Mission

The purpose of the organization is to equip catholic leaders to defend and advance the catholic faith in "the next america" - today's emerging secular society.

SEE STATEMENT #1

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$327,974$424,171▲ $96,197
Cash and Non-Interest-Bearing Accounts$280,913$378,294▲ $97,381
Inventories for Sale or Use$67,030$30,446▼ $36,584
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$363,374$424,171▲ $60,797
Other Assets Total$15,431$15,431→ $0
Liabilities
Other Liabilities$35,400$0▼ $35,400
Total Liabilities$35,400$0▼ $35,400
Net Assets / Fund Balance
Total Net Assets Fund Balance$327,974$424,171▲ $96,197
Total Liabilities and Net Assets / Fund Balance$363,374$424,171▲ $60,797

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$23,724$23,724
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Richard LoesingDirector of Mission AdvancementFT$201,362$201,362
Mark RohlenaPresidentFT$200,187$200,187

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,175,002
Program Service Revenue
$2,916,894
Investment Income
$-6,238
Other Revenue
$0
All Other Contributions
$2,175,002
Change in Net Assets
$96,197

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$290,362Fair Market Value (FMV) as Per Form 1099
Total Noncash Contributions3$290,362-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,035,532
Salaries, Compensation, and Employee Benefits$953,929
Total Fundraising Expense$266,273
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$447,369$218,430$7,841$673,640
Current Officers, Directors, Trustees, and Key Employees$401,549--$401,549
Other Salaries and Wages$106,867$34,348$206,723$347,938
Other Employee Benefits$149,657--$149,657
Other Expenses$113,194$200,070$1,074$113,194
Occupancy$20,000$84,592-$104,592
Advertising$10,600$85,222$300$96,122
Payroll Taxes$36,159$2,191$16,435$54,785
Fees for Services Accounting$16,200--$16,200
Insurance-$10,012-$10,012
Fees for Services Legal$9,613--$9,613
Total Functional Expenses$3,990,360$732,828$266,273$4,989,461
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
The Napa Institute
EIN
45-3733093
Phone
9494747368
Address
2532 DUPONT DRIVE, IRVINE, CA 92612

Signing Officer

Name
Timothy R Busch
Title
CEO
Phone
9494747368
Signed
2025-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy R Busch
Formed
2011
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
11
Volunteers
0

Preparer

Firm
The Busch Firm
Address
2532 DUPONT DRIVE, IRVINE, CA 92612
Preparer
Gregory Busch
Phone
9494747368
Supplemental Narrative

Additional Explanations

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.

Raw XML AppendixShowing 400 of 523 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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