2026-08-28T08:51:42-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 2001 16TH STREET MALL STE 1700 DENVER CO 80202 990 2025-01-01 237302195 NATIONAL INSTITUTE FOR TRIAL ADVOCACY NATI 3039536800 357 MCCASLIN BLVD SUITE 200 LOUISVILLE CO 80027 WENDY MCCORMACK EXECUTIVE DIRECTOR 3039536800 2026-08-27 1 SARAH HINTZ P00492291 3037795710 2026-08-27 2025 X WENDY MCCORMACK 357 MCCASLIN BLVD SUITE 200 LOUISVILLE CO 80027 9296481 0 1 X WWW.NITA.ORG X 1971 DC PROMOTE JUSTICE THROUGH EFFECTIVE AND ETHICAL ADVOCACY BY TRAINING AND MENTORING LAWYERS. 20 16 27 605 0 0 490315 736378 7321980 7630142 101529 96209 812612 833752 8726436 9296481 750000 686868 0 0 3313853 3462638 0 0 0 4916172 5306674 8980025 9456180 -253589 -159699 4413203 4249722 1458493 1454711 2954710 2795011 X NITA, A 501(C)(3) CHARITABLE ORGANIZATION, WAS FOUNDED BY A DEDICATED TEAM OF PROFESSORS, JUDGES AND PRACTICING LAWYERS WHO BELIEVE THAT SKILLED AND ETHICAL ADVOCACY IS A CRITICAL COMPONENT OF LEGAL CONTINUED ON SCHEDULE O 0 0 3820782 686868 4388466 PUBLIC/PUBLIC SERVICE PROGRAMS NITA PROVIDES ALL LAWYERS ACCESS TO THE HIGHEST QUALITY LEGAL SKILLS TRAINING. TRAINING FOCUSES ON THE LEARNING-BY-DOING METHODOLOGY, PIONEERED BY NITA. PUBLIC SERVICE PROGRAMS ARE PROVIDED EITHER FREE OF CHARGE OR AT A SIGNIFICANTLY DISCOUNTED TUITION RATE. MISSION AND NEED-BASED SCHOLARSHIP FUNDING IS ALSO AVAILABLE FOR MOST PUBLIC PROGRAMS. 985398 0 230808 PUBLICATIONS - AUTHORED BY SOME OF THE BEST MINDS IN THE LEGAL PROFESSION, NITA'S WIDE VARIETY OF PUBLICATIONS FURTHER THE MISSION OF PROVIDING THE BEST LEGAL TRAINING AVAILABLE. REFERENCE BOOKS, TEXTS, CASE FILES, A/V AND OTHER ELECTRONIC MATERIALS MAKE NITA THE PREMIER PUBLISHER OF LEGAL RESOURCES AT LAW SCHOOLS, LIBRARIES AND LAW FIRMS. ANY NET REVENUE OVER EXPENSES GENERATED THROUGH PUBLICATION SALES PROVIDES A UNIQUE OPPORTUNITY TO FUND NITA'S BROADER MISSION BY COVERING ADMINISTRATIVE COSTS FUNDING PUBLIC SERVICE PROGRAMS. IN ADDITION, BOOKS ARE DONATED TO NEED-BASED LAWYERS AND ORGANIZATIONS. 2138931 0 3010868 CUSTOMIZED PROGRAMS - NITA'S CUSTOMIZED PROGRAMS PROVIDE A FIRM OR ORGANIZATION WITH A LEVEL OF FLEXIBILITY AND CUSTOMIZATION NOT AVAILABLE IN OTHER NITA OFFERINGS. THE LEARNING-BY-DOING METHODOLOGY STILL HOLDS TRUE BUT THE NITA EXPERT FACULTY HAS A CHANCE TO WORK WITH FIRM PARTNERS OR EACH ORGANIZATION'S MANAGEMENT TO ENSURE THE PROGRAM'S CURRICULUM IS CUSTOMIZED TO MEET EACH ORGANIZATION'S UNIQUE PROFESSIONAL DEVELOPMENT INITIATIVES, NOT TO MENTION SCHEDULING DEMANDS. ANY NET REVENUE OVER EXPENSES GENERATED THROUGH CUSTOMIZED PROGRAMS PROVIDES A UNIQUE OPPORTUNITY TO FUND NITA'S BROADER MISSION BY COVERING ADMIN COSTS AND FUNDING PUBLIC SERVICE PROGRAMS. 6945111 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 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 1 1 1 0 1 298 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA CO IN NM VA X JOEL BEESON 3039536805 357 MCCASLIN BLVD SUITE 200 LOUISVILLE CO 37072 DANIEL KOTIN TRUSTEE 1.00 0.00 X 0 0 0 ANNIE DEETS TRUSTEE 1.00 0.00 X 56713 0 0 HON AMY HANLEY TRUSTEE 1.00 0.00 X 29765 0 0 WHITNEY UNTIEDT TRUSTEE 1.00 0.00 X 20738 0 0 DENNERICKA BROOKS TRUSTEE 1.00 0.00 X 13950 0 0 MICHAEL GINSBERG TRUSTEE 1.00 2.00 X 8250 0 0 DAN RABINOVITZ TRUSTEE 1.00 0.00 X 7000 0 0 ELIZABETH ESPINOSA-KRUPA TRUSTEE 1.00 0.00 X 3230 0 0 HON LUIS FELIPE RESTREPO TRUSTEE 1.00 0.00 X 2000 0 0 ROBERT VAUGHN TRUSTEE 1.00 0.00 X 1500 0 0 EDWIN JOHN U CHAIR 2.00 1.00 X X 0 0 0 LINWOOD C WRIGHT JR TREASURER 2.00 1.00 X X 0 0 0 DORIS CHENG SECRETARY 2.00 0.00 X X 0 0 0 HON LEE EDMON TRUSTEE 1.00 1.00 X 0 0 0 ROGER FAIRFAX JR TRUSTEE 1.00 0.00 X 0 0 0 GEORGE HANKS TRUSTEE 1.00 0.00 X 0 0 0 JOSHUA A JOHNSTON TRUSTEE 2.00 0.00 X 0 0 0 ELAINE LEHNERT TRUSTEE 1.00 0.00 X 0 0 0 JOE LOVELAND TRUSTEE 1.00 0.00 X 0 0 0 GERALDINE SUMTER TRUSTEE 1.00 0.00 X 0 0 0 ANGELA VIGIL TRUSTEE 1.00 1.00 X 0 0 0 WENDY MCCORMACK EXECUTIVE DIRECTOR 35.00 5.00 X 254194 0 44659 CASSIE FAHRNEY ASSOCIATE ED, FINANCE 35.00 5.00 X 181567 0 27388 JENN SCHNEIDER ASSOCIATE ED, GROWTH 40.00 0.00 X 153591 0 53141 RHANI CHOI ASSOCIATE ED, EDUCATION 40.00 0.00 X 152336 0 11222 CHARLES RUSSELL DIRECTOR OF SALES 40.00 0.00 X 135061 0 24623 AMY SHAPIRO DIRECTOR OF MARKETING 40.00 0.00 X 128588 0 53257 JASON AUGUSTINE CLIENT RELATIONS MANAGER 40.00 0.00 X 118958 0 21223 MICHELLE ROGNESS CLIENT SERVICES DIRECTOR 40.00 0.00 X 113746 0 23390 MARY ANNE WARHA CONTROLLER 40.00 0.00 X 108438 0 22912 1489625 0 281815 10 0 1 0 MARIANA HOGAN 1065 PARK AVE 34A NEW YORK NY 10128 LEGAL EDUCATION SERVICES 113750 1 736378 736378 PUBLIC & PUBLIC SERV. 611600 4388466 4388466 CUSTOMIZED PROGRAMS 611600 3010868 3010868 EPUBLICATION SALES 611600 230808 230808 7630142 96209 96209 773702 773702 MISCELLANEOUS INCOME 900099 60050 60050 60050 9296481 7630142 0 929961 X 686868 686868 908772 346061 562711 1934081 1183365 750716 83389 48194 35195 326451 256891 69560 209945 117223 92722 2216 2216 43935 43935 1916432 1903258 13174 74190 4234 69956 326799 195015 131784 474296 47445 426851 288280 288280 248852 193436 55416 1426267 1290613 135654 78928 78928 37273 37273 MATERIAL & SUPPLIES 384228 384228 BAD DEBT 4978 4978 9456180 6945111 2511069 0 2117605 2150852 1114001 1008386 218155 172977 662976 620952 158994 42024 804448 875483 4413203 4249722 788478 559914 555055 747323 114960 147474 1458493 1454711 X 2954710 2795011 2954710 2795011 4413203 4249722 -159699 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 887882 4900 152973 35750 1010005 807125 6284 89773 15300 887882 686724 32168 109073 20840 807125 771179 39829 117494 6790 686724 393556 325011 52612 771179 0.00000 0.46097 0.53903 0 1 1 9524 9179 345 653452 611773 41679 42024 DUE FROM NITA FOUNDATION 868124 RIGHT OF USE ASSETS 7359 875483 DUE TO NITA FOUNDATION 139031 LEASE LIABILITIES 8443 147474 15058774 4484822 1277471 5762293 9296481 0 9296481 13268301 4484822 14167 4498989 8769312 686868 686868 9456180 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: FOUNDATION REVENUE NOT INCLUDED 2,013,849. ELIMINATING ENTRIES TO CONSOLIDATE FINANCIAL STATEMENTS -736,378. PART XII, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION EXPENSES 750,545. ELIMINATING ENTRIES -736,378. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFER ELIMINATED FROM CONSOLIDATED FINANCIAL STATEMENTS 686,868. 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NITA DOES NOT PUBLICIZE ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA SINCE ENROLLMENT IS RESTRICTED TO LICENSED ATTORNEYS. HOWEVER, A COPY OF THIS POLICY IS INCLUDED IN PRINTED MATERIALS AND ON THE HOME PAGE OF NITA'S WEBSITE. NITA DOES NOT DISCRIMINATE AMONG CANDIDATES ON THE BASIS OF GENDER, DISABILITY, RACE, RELIGION, OR NATIONAL OR ETHNIC ORIGIN. SCHEDULE E, PART I, LINE 4 RACIAL COMPOSITION RECORDS OF FACULTY AND STAFF ARE MAINTAINED BASED ON SELF-DISCLOSURE. SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES LEGAL PROGRAMS TO TRAIN LAWYERS AND ADVOCATES 138016 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES LEGAL PROGRAMS TO TRAIN LAWYERS AND ADVOCATES 30248 0 0 0 0 0 0 168264 0 168264 0 0 0 0 0 0 PART I, LINE 3: THE ACCRUAL METHOD OF ACCOUNTING IS USED TO ACCOUNT FOR ALL FOREIGN EXPENSES. 1 THE NITA FOUNDATION 357 MCCASLIN BLVD STE 200 LOUISVILLE CO 80027 300212513 501(C)(3) 686868 0 N/A N/A GENERAL ASSISTANCE 1 0 PART I, LINE 2: TRANSFERS TO THE NITA FOUNDATION ARE MONITORED THROUGH GOVERNANCE OF NITA BOARD MEMBERS AND OFFICERS THAT ALSO SERVE AS BOARD MEMBERS AND OFFICERS OF THE FOUNDATION. X X X X 0 0 0 1 0 0 0 1 0 WENDY MCCORMACK EXECUTIVE DIRECTOR 234046 0 20000 0 148 0 14638 0 30021 0 298853 0 0 0 CASSIE FAHRNEY ASSOCIATE ED, FINANCE 167919 0 13500 0 148 0 9724 0 17664 0 208955 0 0 0 JENN SCHNEIDER ASSOCIATE ED, GROWTH 139943 0 13500 0 148 0 9476 0 43665 0 206732 0 0 0 AMY SHAPIRO DIRECTOR OF MARKETING 103940 0 24500 0 148 0 8027 0 45230 0 181845 0 0 0 RHANI CHOI ASSOCIATE ED, EDUCATION 134188 0 18000 0 148 0 8568 0 2654 0 163558 0 0 0 CHARLES RUSSELL DIRECTOR OF SALES 93280 0 41633 0 148 0 7563 0 17060 0 159684 0 0 0 PART I, LINE 5 AMY SHAPIRO, CHARLES RUSSELL, JASON AUGUSTINE, AND MICHELLE ROGNESS RECEIVED COMPENSATION CONTINGENT ON REVENUE IN THE AMOUNTS OF $17,500, $37,633, $43,293, AND $6,000. PART I, LINE 7 WENDY MCCORMACK, RHANI CHOI, JENN SCHNEIDER, CASSIE FAHRNEY, AMY SHAPIRO, CHARLES RUSSELL, JASON AUGUSTINE, MICHELLE ROGNESS, AND MARY ANNE WARHA WERE PROVIDED NON-FIXED PAYMENTS IN THE AMOUNTS OF $20,000, $18,000, $13,500, $13,500, $7,000 AND $4,000, $4,000, $4,000 AND $6,000. FORM 990, PART III, LINE 1: PROFESSIONALISM AND ALL SYSTEMS OF DISPUTE RESOLUTION THAT SEEK JUSTICE. NITA'S MISSION IS TO: PROMOTE JUSTICE THROUGH EFFECTIVE AND ETHICAL ADVOCACY; TRAIN AND MENTOR LAWYERS TO BE COMPETENT AND ETHICAL ADVOCATES IN PURSUIT OF JUSTICE; AND DEVELOP AND TEACH TRIAL ADVOCACY SKILLS TO SUPPORT AND PROMOTE THE EFFECTIVE AND FAIR ADMINISTRATION OF JUSTICE. NITA'S MISSION STATEMENT DEFINES NITA AND ARTICULATES ITS MISSION. WE WILL FULFILL OUR MISSION THROUGH NITA'S GOALS AND OBJECTIVES TO BE CARRIED OUT THROUGH A STRATEGIC PLAN OUTLINING NITA'S PROGRAMS AND PUBLICATIONS. NITA'S LONG-RANGE GOALS AND OBJECTIVES ARE TO: ENABLE AND ENCOURAGE LAWYERS TO BECOME EFFECTIVE, ETHICAL, AND PROFESSIONAL ADVOCATES; CREATE AND PROMOTE THE HIGHEST QUALITY PROFESSIONAL AND ETHICAL ADVOCACY TRAINING AND EDUCATIONAL MATERIALS; SUPPORT AND ASSIST THE JUDICAL SYSTEM IN PROVIDING THE IMPORTANT, EFFECTIVE ADMINISTRATION AND RESOLUTION OF DISPUTES; AND ENCOURAGE, SUPPORT, AND ASSIST ADVOCACY TRAINING FOR AND DEDICATION TO PUBLIC SERVICE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE AUTHORIZED TO TRANSACT, BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, ANY AND ALL BUSINESS, WHICH THE WHOLE BOARD COULD TRANSACT, EXCEPT THE AMENDMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS. ALL BUSINESS TRANSACTED BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD AS PROMPTLY AND REASONABLY POSSIBLE AND NOT LATER THAN AT ITS NEXT REGULAR MEETING. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE BINDING ON THE CORPORATION AND FINAL, EXCEPT THAT AN ACTION TAKEN BY THE EXECUTIVE COMMITTEE MAY BE THEREAFTER DISAFFIRMED BY THE WHOLE BOARD AND SHALL BE DEEMED REVOKED AS OF THE DATE OF DISAFFIRMATION BY THE WHOLE BOARD OR SUCH OTHER DATE AS IT SHALL SPECIFY. SUCH AFFIRMATIONS SHALL NOT IN ANY WAY MODIFY OR AFFECT THE RIGHTS OF ANY PERSON WHO HAS IN GOOD FAITH RELIED UPON THE ACTION OF THE EXECUTIVE COMMITTEE. 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, AND, AUDIT AND FINANCE COMMITTEE. A FINAL COPY IS 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 NITA BOARD MEMBERS, NITA EMPLOYEES, BOARD MEMBERS, FACULTY, AND VOLUNTEERS. THESE GROUPS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. DEPENDING ON SPECIFIC CIRCUMSTANCES, ACTIONS MAY VARY ANYWHERE FROM DISCLOSURE TO ABSTENTION FROM VOTING. DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT COMPENSATION STUDY IS USED TO GAIN AN UNDERSTANDING OF FAIR COMPENSATION. THIS FORMAL PROCESS IS GENERALLY CARRIED OUT EVERY OTHER YEAR. THE COMPENSATION SETTING PROCESS AND DECISIONS ARE DOCUMENTED BY THE EXECUTIVE DIRECTOR. THE EXECUTIVE LEADERSHIP'S EMPLOYEE'S SALARY IS REVIEWED ANNUALLY BY THE APPROPRIATE NITA BOARD DESIGNEES IN CONSULTATION WITH THE INDEPENDENT COMPENSATION CONSULTANT. THESE APPROVALS ARE MAINTAINED IN APPROPRIATE HR FILES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 18 NITA APPLIED FOR EXEMPTION PRIOR TO JULY 15, 1987. NO FORM 1023 IS AVAILABLE. FORM 990, PART VI, SECTION C, LINE 19 NITA WILL THOUGHTFULLY CONSIDER ALL REQUESTS FOR THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 1,903,258. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,903,258. COMPENSATION STUDY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,850. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,850. OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 324. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 324. FORM 990, PART XII, LINE 2C: THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. THE NITA FOUNDATION 357 MCCASLIN BLVD STE 200 LOUISVILLE CO 80027 300212513 FUNDRAISING DC 501(C)(3) LINE 12A, I NITA 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 THE NITA FOUNDATION C 736378 FMV THE NITA FOUNDATION B 686868 FMV THE NITA FOUNDATION E 139031 FMV THE NITA FOUNDATION D 868124 FMV