2023-10-30T14:22:49-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2022-01-01 300212513 THE NITA FOUNDATION NITA 3039536800 325 W SOUTH BOULDER RD SUITE 1 LOUISVILLE CO 80027 WENDY MCCORMACK EXECUTIVE DIRECTOR 3039536800 2023-10-30 1 WENDY MCCORMACK XXX-XX-XXXX 1 SARAH HINTZ P00492291 3037795710 2023-10-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WENDY MCCORMACK 325 W SOUTH BOULDER RD SUITE 1 LOUISVILLE CO 80027 7107691 0 X WWW.NITA.ORG X 2003 DC TO CARRY OUT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE NATIONAL INSTITUTE FOR TRIAL ADVOCACY. 10 10 0 9 0 0 1466062 1310783 0 0 234429 301052 0 0 1700491 1611835 206588 349102 0 0 25560 25515 0 0 58499 39114 32984 271262 407601 1429229 1204234 7478835 7837983 33141 415475 7445694 7422508 X THE NITA FOUNDATION, A QUALIFIED CHARITY, IS DEDICATED TO SUPPORTING ACTIVITIES FOR THE BENEFIT OF AND TO CARRY OUT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE NATIONAL INSTITUTE FOR TRIAL ADVOCACY CONTINUED ON SCHEDULE O(NITA) WHICH IS ALSO A QUALIFIED CHARITY. IN THE FURTHERANCE OF ITS MISSION, THE NITA FOUNDATION SHALL PROMOTE AND SUPPORT ACTIVITIES AIMED AT IMPROVING AND ASSISTING THE ADMINISTRATION OF JUSTICE IN THE COURTS OF THE UNITED STATES AND OTHER COUNTRIES THROUGH EDUCATION AND TRAINING OF LAWYERS, PROFESSORS OF LAW, AND LAW STUDENTS. IN PARTICULAR, THE NITA FOUNDATION HELPS FURTHER THE MISSION OF THE NATIONAL INSTITUTE FOR TRIAL ADVOCACY (NITA) THROUGH THE FOUNDATION'S SCHOLARSHIP PROGRAM AND SUPPORT OF PUBLIC SERVICE PROGRAMS. 0 0 349102 349102 0 SCHOLARSHIP PROGRAM: THE NITA FOUNDATION PROVIDES SCHOLARSHIP FUNDS TO DEFRAY THE COST OF TUITION ASSOCIATED WITH ATTENDING A NITA PROGRAM. EACH YEAR, THE FOUNDATION SELECTS WORTHY APPLICANTS WHO HAVE DEMONSTRATED THEIR COMMITMENT TO PUBLIC SERVICE BY REPRESENTING THE UNDERSERVED, DISENFRANCHISED, AND INDIGENT IN OUR COMMUNITY. THE FOUNDATION PROVIDED TUITION ASSISTANCE TO ATTORNEYS WHO COULD NOT OTHERWISE AFFORD TO ATTEND A NITA PROGRAM THROUGH SIGNIFICANTLY DISCOUNTED TUITION RATES; MISSION AND NEED-BASED SCHOLARSHIP FUNDING IS ALSO AVAILABLE FOR MOST PUBLIC PROGRAMS. 0 0 0 PROGRAM SERVICES:THE NITA FOUNDATION SUPPORTS A VARIETY OF PUBLIC SERVICE PROGRAMS THAT ARE OFFERED FREE OR FOR A REDUCED FEE TO LAWYERS WORKING IN THE FOLLOWING AREAS; CHILD ADVOCACY, DEATH PENALTY DEFENSE, TRIBAL ADVOCACY, LEGAL SERVICES, AND INTERNATIONAL RULE OF LAW. THE FOUNDATION PROVIDED A NUMBER OF SCHOLARHIPS FOR TUITION ASSISTANCE TO ATTORNEYS WORKING IN THE AREA OF CHILD ADVOCACY AS WELL AS TO THOSE ATTORNEYS WORKING IN DEVELOPING NATIONS TO ADVANCE THE RULE OF LAW AND PROMOTE GENDER EQUALITY. IN ADDITION, BOOKS ARE DONATED TO LAWYERS AND ORGANIZATIONS WHICH SERVE UNDER-REPRESENTED SEGMENTS OF OUR POPULATION. 349102 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 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 0 X 10 10 0 1 0 0 0 1 0 1 0 0 0 0 1 1 1 1 1 0 0 0 AK CA CT HI KY MD MA MI MN MS NH AZ X CASSIE FAHRNEY 3039536800 325 W SOUTH BOULDER RD STE 1 LOUISVILLE CO 80027 WENDY MCCORMACK EXECUTIVE DIRECTOR 5.00 35.00 X 0 242321 42474 CASSIE FAHRNEY ASSOC. EXECUTIVE DIRECTOR OF FINANCE 5.00 35.00 X 0 135259 21600 KAY DRAGON THROUGH 12122 CHIEF DEVELOPMENT OFFICER 5.00 35.00 X 0 33118 1681 MICHAEL H GINSBERG PRESIDENT 5.00 1.00 X X 0 0 0 EDWIN JOHN U TREASURER 1.00 5.00 X X 0 0 0 STEPHANIE LEDESMA WASHINGTON SECRETARY 1.00 0.00 X X 0 0 0 MARY JO BARR DIRECTOR 1.00 0.00 X 0 0 0 HON MARK DRUMMOND DIRECTOR 1.00 0.00 X 0 0 0 HON LEE EDMON DIRECTOR 5.00 5.00 X 0 0 0 BEN R RUBINOWITZ DIRECTOR 1.00 5.00 X 0 0 0 ANGELA VIGIL DIRECTOR 1.00 1.00 X 0 0 0 HON ANN C WILLIAMS DIRECTOR 1.00 0.00 X 0 0 0 LINWOOD C WRIGHT JR DIRECTOR 1.00 1.00 X 0 0 0 0 410698 65755 0 0 1 0 0 1099755 211028 1310783 190984 190984 5605924 5495856 110068 110068 110068 1611835 0 0 301052 349102 349102 25515 25515 25267 25267 1534 1534 1003 1003 MEMBERSHIP DUES & SUBS 5180 5180 407601 349102 0 58499 209524 408423 63900 47350 6662805 7299278 517171 28818 25435 54114 7478835 7837983 33141 415475 33141 415475 X 6357102 6394900 1088592 1027608 7445694 7422508 7478835 7837983 1204234 -1227420 0 X X 0 1 X 1 0 X X 1 NATIONAL INSTITUTE FOR TRIAL ADVOCACY 237302195 2 1 349102 0 1 349102 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 771179 39829 117494 6790 686724 393556 325011 52612 771179 354753 12200 31765 5162 393556 309601 3700 46937 5485 354753 291324 47325 -21386 7662 309601 0.00000 0.11010 0.88990 0 0 0 DUE TO NITA 415475 415475 9212067 -1227420 9952674 8725254 486813 25267 1099755 1125022 1611835 9157255 8774921 8774921 382334 25267 25267 407601 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS PERMANENTLY RESTRICTED NET ASSETS HELD BY THE NITA FOUNDATION CONSIST OF INVESTMENTS HELD IN PERPETUITY, THE INCOME OF WHICH IS EXPENDABLE TO SUPPORT SCHOLARSHIPS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NITA REVENUE 10,301,776. ELIMINATING ENTRIES -349,102. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFER ELIMINATED FROM CONSOLIDATED FINANCIAL STATEMENTS 1,099,755. PART XII, LINE 2D - OTHER ADJUSTMENTS: NITA EXPENSES 9,124,023. ELIMINATING ENTRIES -349,102. SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAVEL AND PROGRAM EXPENSES 60611 0 0 0 0 0 0 60611 0 60611 0 0 0 0 0 0 PART I, LINE 2: THE NITA FOUNDATION COVERED EXPENSES TOTALING $60,611 FOR A OFFICE OF THE PUBLIC DEFENDER IN NIGERIA DURING 2022. THE FACULTY DONATED TIME WITH TRAVEL AND PROGRAM EXPENSES BEING COVERED BY A TRANSFER FROM THE NITA FOUNDATION TO NITA. PART I, LINE 3: THE NITA FOUNDATION USES THE ACCRUAL METHOD TO REPORT EXPENDITURES ON SCHEDULE F. PART III ACCOUNTING METHOD: 1 NATIONAL INSTITUTE FOR TRIAL ADVOCACY 1685 38TH ST STE 200 BOULDER CO 80301 237302195 501(C)3 349102 0 N/A N/A SCHOLARSHIPS/PROGRAM SERVICES 1 0 PART I, LINE 2: THE NITA FOUNDATION ESTABLISHES PARAMETERS FOR SCHOLARSHIP FUNDING AND REVIEWS A REPORT SUMMARIZING PUBLIC SERVICE AND SCHOLARSHIP EXPENDITURES ON A REGULAR BASIS. 0 0 0 0 0 0 0 0 0 WENDY MCCORMACK EXECUTIVE DIRECTOR 0 224088 0 15000 0 3233 0 12370 0 30104 0 284795 0 0 CASSIE FAHRNEY ASSOC. EXECUTIVE DIRECTOR OF FINANCE 0 128218 0 5000 0 2041 0 6750 0 14850 0 156859 0 0 PART I, LINE 3 COMPENSATION IS PAID BY THE NATIONAL INSTITUTE FOR TRIAL ADVOCACY, A RELATED ORGANIZATION. ALL COMPENSATION IS DETERMINED BY COMPARING TO EXTERNAL SURVEY DATA AND TAKING INTO CONSIDERATION INTERNAL EQUITY AS WELL. THIS FORMAL PROCESS IS GENERALLY CARRIED OUT EVERY OTHER YEAR. THE COMPENSATION SETTING PROCESS AND DECISIONS ARE DOCUMENTED BY THE HR MANAGER. IN ADDITION, ED AND AED LEVEL EMPLOYEE'S SALARY IS REVIEWED ANNUALLY BY THE APPROPRIATE NITA BOARD DESIGNEE IN CONSULTATION WITH HR. THESE APPROVALS ARE MAINTAINED IN APPROPRIATE HR FILES. THE PROCESS WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION A, LINE 1A THE NITA AUDIT AND FINANCE COMMITTEE MANAGES THE INVESTMENTS OF THE NITA FOUNDATION AND REPORTS ACTIVITY TO THE NITA FOUNDATION BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 3 THE NITA AUDIT AND FINANCE COMMITTEE OVERSEES THE FOUNDATION INVESTMENTS. FORM 990, PART VI, SECTION A, LINE 7A NITA APPOINTS THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR OF THE NITA FOUNDATION IS A NONVOTING, EX OFFICIO MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A THIRD PARTY. A REVIEW OF THE 990 IS CONDUCTED BY THE EXECUTIVE DIRECTOR, AED-FINANCE, AUDIT AND FINANCE COMMITTEE, AND FOUNDATION PRESIDENT. A FINAL COPY WAS PROVIDED TO THE BOARD OF DIRECTORS AFTER FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE NITA AUDIT AND FINANCE COMMITTEE IS RESPONSIBLE FOR MONITORING THE NITA CONFLICT OF INTEREST POLICY ANNUALLY AS IT RELATES TO THE NITA FOUNDATION BOARD MEMBERS, NITA EMPLOYEES, NITA BOARD MEMBERS, FACULTY AND VOLUNTEERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. DEPENDING ON SPECIFIC CIRCUMSTANCES, ACTIONS MAY VARY ANYWHERE FROM DISCLOSURE TO ABSTENTION FROM VOTING. DISCUSSION OF ANY POTENTIAL CONFLICTS IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE NITA FOUNDATION THOUGHTFULLY CONSIDERS ALL REQUESTS TO MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED. NATIONAL INSTITUTE FOR TRIAL ADVOCACY 325 W SOUTH BOULDER RD STE 1 LOUISVILLE CO 80027 237302195 EDUCATIONAL DC 501(C)(3) LINE 2 N/A 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0