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← NATIONAL INSTITUTE FOR TRIAL ADVOCACY

Form 990 for tax year 2022

Filed by NATIONAL INSTITUTE FOR TRIAL ADVOCACY.

Totals

Total revenue
$7,924,749
Total expenses
$7,677,753
Contributions and grants received
$349,102
Grants paid
$1,099,755
Program service revenue
$6,565,688
Investment income
$79,262
Other revenue
$930,697
Total assets, end of year
$4,159,621
Total liabilities, end of year
$1,214,947
Net assets or fund balances, end of year
$2,944,674
Program services expenses (Part IX)
$5,396,036
Management and general expenses
$2,281,717
Fundraising expenses
$0
Program service expenses (Part III)
$5,396,036

Program services were 70.3% 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.

  • 1d · Related organizations

    $349,102

  • 2a · Program service revenue: PUBLIC & PUBLIC SERV.

    total $3,443,014 · related or exempt $3,443,014

  • 2b · Program service revenue: CUSTOMIZED PROGRAMS

    total $3,122,674 · related or exempt $3,122,674

  • 3 · Investment income

    total $19,973 · excluded $19,973

  • 5 · Royalties

    total $751,108 · excluded $751,108

  • 7a · Gross sales of assets other than inventory

    securities $2,334,159

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

    securities $2,274,870

  • 7c · Gain or loss

    securities $59,289

  • 7d · Net gain or loss

    total $59,289 · excluded $59,289

  • 10a · Gross sales of inventory

    $146,580

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $146,580 · related or exempt $146,580

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $33,009 · excluded $33,009

  • 11e · Other revenue, total

    $33,009

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,099,755 · program services $1,099,755

  • 5 · Compensation of officers, directors and key employees

    total $665,003 · program services $253,234 · management and general $411,769

  • 7 · Other salaries and wages

    total $1,579,210 · program services $694,605 · management and general $884,605

  • 8 · Pension plan contributions

    total $69,021 · program services $30,013 · management and general $39,008

  • 9 · Other employee benefits

    total $238,593 · program services $103,646 · management and general $134,947

  • 10 · Payroll taxes

    total $140,848 · program services $63,405 · management and general $77,443

  • 11c · Fees: accounting

    total $34,204 · management and general $34,204

  • 11f · Fees: investment management

    total $3,354 · management and general $3,354

  • 11g · Fees: other

    total $1,930,621 · program services $1,881,036 · management and general $49,585

  • 12 · Advertising and promotion

    total $38,796 · program services $11,816 · management and general $26,980

  • 13 · Office expenses

    total $211,974 · program services $91,451 · management and general $120,523

  • 14 · Information technology

    total $293,097 · program services $6,390 · management and general $286,707

  • 15 · Royalties

    total $264,301 · program services $264,301

  • 16 · Occupancy

    total $327,837 · program services $279,596 · management and general $48,241

  • 17 · Travel

    total $456,449 · program services $399,405 · management and general $57,044

  • 22 · Depreciation, depletion and amortization

    total $85,711 · management and general $85,711

  • 23 · Insurance

    total $22,370 · program services $774 · management and general $21,596

  • 24a · Other expenses: MATERIAL & SUPPLIES

    total $216,609 · program services $216,609

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $784,517 · end of year $1,376,702

  • 2 · Savings and temporary cash investments

    beginning of year $945,685 · end of year $6,393

  • 4 · Accounts receivable

    beginning of year $914,327 · end of year $1,123,364

  • 9 · Prepaid expenses and deferred charges

    beginning of year $170,679 · end of year $163,702

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

    $1,017,407

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

    $599,738

  • 10c · Land, buildings and equipment, net

    beginning of year $452,927 · end of year $417,669

  • 11 · Investments: publicly traded securities

    beginning of year $800,934 · end of year $0

  • 12 · Investments: other securities

    beginning of year $109,963 · end of year $656,316

  • 15 · Other assets

    beginning of year $33,141 · end of year $415,475

  • 17 · Accounts payable and accrued expenses

    beginning of year $875,082 · end of year $745,778

  • 19 · Deferred revenue

    beginning of year $444,980 · end of year $415,055

  • 25 · Other liabilities

    beginning of year $25,435 · end of year $54,114

  • 27 · Net assets without donor restrictions

    beginning of year $2,866,676 · end of year $2,944,674

Mission and programs · 2022

Mission

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 OPROFESSIONALISM 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

Activities or mission (Part I)

PROMOTE JUSTICE THROUGH EFFECTIVE AND ETHICAL ADVOCACY BY TRAINING AND MENTORING LAWYERS.

  • PUBLIC/PUBLIC SERVICE PROGRAMS - AS SET FORTH BY THE MISSION STATEMENT, NITA IS COMMITTED TO PROVIDING ALL LAWYERS ACCESS TO THE HIGHEST QUALITY LEGAL SKILLS TRAINING. TRAINING FOCUSES ON THE LEARNING-BY-DOING METHODOLOGY, PIONEERED BY NITA. FUNDS AND RESOURCES ARE DEVOTED TO PROGRAMS SPECIFICALLY DESIGNED TO IMPROVE THE SKILLS OF ATTORNEYS WHO REPRESENT UNDERSERVED COMMUNITIES. 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.

    Expenses $2,968,575 · Grants $1,099,755 · Revenue $3,443,013

  • 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 LAWYERS AND ORGANIZATIONS WHICH SERVE UNDER-REPRESENTED SEGMENTS OF OUR POPULATION.

    Expenses $765,609 · Revenue $146,581

  • 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.

    Expenses $1,661,852 · Revenue $3,122,674

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Hon Lee Edmon

    CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Edwin John U

    TREASURER, CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • Geraldine Sumter

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Ben R Rubinowitz

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • Doris Cheng

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Annie Deets-McHugh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Esponosa-Krumpa

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael H Ginsberg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Hon George C Hanks Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Roger Fairfax Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William J Hunt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joshua A Johnston

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Daniel M Kotin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • L Joseph Loveland

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Hon L Felipe Restrepo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Harry H Schneider

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Whitney M Untiedt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert Vaughan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Angela Vigil

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Linwood C Wright Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Wendy McCormack

    EXECUTIVE DIRECTOR

    Total calculated
    $284,795
    From this org
    $242,321
    From related orgs
    $0
    Other
    $42,474
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $224,088
    Bonus
    $15,000
    Other
    $3,233
    Deferred
    $12,370
    Nontaxable benefits
    $30,104
    Filer's total
    $284,795

  • Jenn Schneider

    ASSOC. EXECUTIVE DIR. OF OPERATIONS

    Total calculated
    $188,518
    From this org
    $142,664
    From related orgs
    $0
    Other
    $45,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,623
    Bonus
    $5,000
    Other
    $2,041
    Deferred
    $7,555
    Nontaxable benefits
    $38,299
    Filer's total
    $188,518

  • Cassie Fahrey

    ASSOC. EXECUTIVE DIRECTOR OF FINANCE

    Total calculated
    $156,859
    From this org
    $135,259
    From related orgs
    $0
    Other
    $21,600
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $128,218
    Bonus
    $5,000
    Other
    $2,041
    Deferred
    $6,750
    Nontaxable benefits
    $14,850
    Filer's total
    $156,859

  • Kay Dragon Through 12122

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $34,799
    From this org
    $33,118
    From related orgs
    $0
    Other
    $1,681
    Hours/week
    35 + 5 related

  • Amy Shapiro

    DIRECTOR OF SALES & MARKETING

    Total calculated
    $212,688
    From this org
    $155,126
    From related orgs
    $0
    Other
    $57,562
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $100,585
    Bonus
    $5,000
    Other
    $49,541
    Deferred
    $8,391
    Nontaxable benefits
    $49,171
    Filer's total
    $212,688

  • Charles Russell

    ASST. DIRECTOR SALES & MARKETING

    Total calculated
    $192,536
    From this org
    $168,838
    From related orgs
    $0
    Other
    $23,698
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $90,797
    Bonus
    $5,000
    Other
    $73,041
    Deferred
    $8,447
    Nontaxable benefits
    $15,251
    Filer's total
    $192,536

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
30 October 2023
IRS schema version
2022v5.0
Source object
202333039349301488

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