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← NATIONAL INSTITUTE FOR TRIAL ADVOCACY

Form 990 for tax year 2023

Filed by NATIONAL INSTITUTE FOR TRIAL ADVOCACY.

Totals

Total revenue
$8,693,106
Total expenses
$8,429,481
Contributions and grants received
$502,462
Grants paid
$837,434
Program service revenue
$7,330,934
Investment income
$42,628
Other revenue
$817,082
Total assets, end of year
$4,470,085
Total liabilities, end of year
$1,261,786
Net assets or fund balances, end of year
$3,208,299
Program services expenses (Part IX)
$6,162,249
Management and general expenses
$2,267,232
Fundraising expenses
$0
Program service expenses (Part III)
$6,162,249

Program services were 73.1% 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

    $502,462

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

    total $3,815,051 · related or exempt $3,815,051

  • 2b · Program service revenue: CUSTOMIZED PROGRAMS

    total $3,362,915 · related or exempt $3,362,915

  • 2c · Program service revenue: EPUBLICATION SALES

    total $152,968 · related or exempt $152,968

  • 3 · Investment income

    total $42,628 · excluded $42,628

  • 5 · Royalties

    total $790,377 · excluded $790,377

  • 7a · Gross sales of assets other than inventory

    securities $475

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

    securities $475

  • 7c · Gain or loss

    securities $0

  • 7d · Net gain or loss

    total $0

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $26,705 · excluded $26,705

  • 11e · Other revenue, total

    $26,705

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $837,434 · program services $837,434

  • 5 · Compensation of officers, directors and key employees

    total $802,349 · program services $375,196 · management and general $427,153

  • 7 · Other salaries and wages

    total $1,824,986 · program services $1,063,621 · management and general $761,365

  • 8 · Pension plan contributions

    total $75,384 · program services $42,245 · management and general $33,139

  • 9 · Other employee benefits

    total $218,495 · program services $163,017 · management and general $55,478

  • 10 · Payroll taxes

    total $185,388 · program services $101,439 · management and general $83,949

  • 11b · Fees: legal

    total $14,687 · management and general $14,687

  • 11c · Fees: accounting

    total $38,726 · management and general $38,726

  • 11g · Fees: other

    total $1,869,232 · program services $1,855,133 · management and general $14,099

  • 12 · Advertising and promotion

    total $54,502 · program services $10,133 · management and general $44,369

  • 13 · Office expenses

    total $279,718 · program services $165,096 · management and general $114,622

  • 14 · Information technology

    total $370,759 · program services $12,817 · management and general $357,942

  • 15 · Royalties

    total $281,734 · program services $281,734

  • 16 · Occupancy

    total $231,509 · program services $180,639 · management and general $50,870

  • 17 · Travel

    total $916,928 · program services $780,966 · management and general $135,962

  • 22 · Depreciation, depletion and amortization

    total $106,484 · management and general $106,484

  • 23 · Insurance

    total $28,387 · management and general $28,387

  • 24a · Other expenses: MATERIAL & SUPPLIES

    total $267,777 · program services $267,777

  • 24b · Other expenses: BAD DEBT

    total $25,002 · program services $25,002

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,376,702

  • 2 · Savings and temporary cash investments

    beginning of year $6,393 · end of year $1,340,840

  • 4 · Accounts receivable

    beginning of year $1,123,364 · end of year $1,735,994

  • 9 · Prepaid expenses and deferred charges

    beginning of year $163,702 · end of year $147,486

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

    $1,030,857

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

    $735,450

  • 10c · Land, buildings and equipment, net

    beginning of year $417,669 · end of year $295,407

  • 12 · Investments: other securities

    beginning of year $656,316 · end of year $0

  • 15 · Other assets

    beginning of year $415,475 · end of year $950,358

  • 17 · Accounts payable and accrued expenses

    beginning of year $745,778 · end of year $746,332

  • 19 · Deferred revenue

    beginning of year $415,055 · end of year $450,867

  • 25 · Other liabilities

    beginning of year $54,114 · end of year $64,587

  • 27 · Net assets without donor restrictions

    beginning of year $2,944,674 · end of year $3,208,299

Mission and programs · 2023

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 O

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 $3,390,099 · Grants $837,434 · Revenue $3,815,051

  • 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 $874,322 · Revenue $152,968

  • 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 $1,897,828 · Revenue $3,362,915

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Wendy McCormack

    EXECUTIVE DIRECTOR

    Total calculated
    $303,973
    From this org
    $262,203
    From related orgs
    $0
    Other
    $41,770
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $244,761
    Bonus
    $15,000
    Other
    $2,442
    Deferred
    $12,023
    Nontaxable benefits
    $29,747
    Filer's total
    $303,973

  • Jenn Schneider

    EXECUTIVE DIRECTOR OF OPERATIONS

    Total calculated
    $207,196
    From this org
    $151,541
    From related orgs
    $0
    Other
    $55,655
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,360
    Bonus
    $7,000
    Other
    $2,181
    Deferred
    $8,172
    Nontaxable benefits
    $47,483
    Filer's total
    $207,196

  • Amy Shapiro

    DIRECTOR OF SALES/MARKETING

    Total calculated
    $201,446
    From this org
    $144,000
    From related orgs
    $0
    Other
    $57,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $106,959
    Bonus
    $35,000
    Other
    $2,041
    Deferred
    $7,927
    Nontaxable benefits
    $49,519
    Filer's total
    $201,446

  • Cassie Fahrney

    ASSOC. EXECUTIVE DIRECTOR OF FINANCE

    Total calculated
    $178,189
    From this org
    $154,567
    From related orgs
    $0
    Other
    $23,622
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $142,526
    Bonus
    $10,000
    Other
    $2,041
    Deferred
    $7,756
    Nontaxable benefits
    $15,866
    Filer's total
    $178,189

  • Charles Russell

    ASST. DIRECTOR OF SALES/MARKETING

    Total calculated
    $168,137
    From this org
    $145,775
    From related orgs
    $0
    Other
    $22,362
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $96,734
    Bonus
    $47,000
    Other
    $2,041
    Deferred
    $7,323
    Nontaxable benefits
    $15,039
    Filer's total
    $168,137

  • Rhani Choi

    EDUCATION DIRECTOR

    Total calculated
    $154,378
    From this org
    $145,988
    From related orgs
    $0
    Other
    $8,390
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,666
    Bonus
    $6,000
    Other
    $2,322
    Deferred
    $7,255
    Nontaxable benefits
    $1,135
    Filer's total
    $154,378

  • Jason Augustine

    CLIENT RELATIONS MANAGER

    Total calculated
    $135,107
    From this org
    $118,589
    From related orgs
    $0
    Other
    $16,518
    Hours/week
    40

  • Michelle Rogness

    CLIENT SERVICES DIRECTOR

    Total calculated
    $121,261
    From this org
    $104,129
    From related orgs
    $0
    Other
    $17,132
    Hours/week
    40

  • Annie Deets

    TRUSTEE

    Total calculated
    $72,900
    From this org
    $72,900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • William J Hunt

    TRUSTEE

    Total calculated
    $21,478
    From this org
    $21,478
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Linwood C Wright Jr

    SECRETARY

    Total calculated
    $9,625
    From this org
    $9,625
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 1 related

  • Michael H Ginsberg

    TRUSTEE

    Total calculated
    $3,500
    From this org
    $3,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 5 related

  • Whitney M Untiedt

    TRUSTEE

    Total calculated
    $3,500
    From this org
    $3,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Phil Restrepo

    TRUSTEE

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Hon Lee Edmon

    CHAIR

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • Edwin John U

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Doris Cheng

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Esponosa-Krupa

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Roger Fairfax Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Hon George C Hanks Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joshua A Johnston

    TRUSTEE/CO-CHAIR OF AUDIT & FINANCE

    Total calculated
    $0
    Hours/week
    5

  • Daniel M Kotin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • L Joseph Loveland

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ben R Rubinowitz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Harry H Schneider

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Geraldine Sumter

    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

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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 5
AMY SHAPRIO, CHARLES RUSSELL, AND JASON AUGUSTINE ALL RECEIVED COMPENSATION CONTINGENT ON REVENUE IN THE AMOUNTS OF $30,000 $42,000, AND $42,000.
PART I, LINE 7
WENDY MCCORMACK, JENN SCHNEIDER, CASSIE FAHRNEY, RHANI CHOI, AMY SHAPIRO, CHARLES RUSSELL, JASON AUGUSTINE, AND MICHELLE ROGNESS WERE PROVIDED NON-FIXED PAYMENTS IN THE AMOUNTS OF $15,000, $7,000, $10,000, $6,000, $5,000, $5,000, $5,000, AND $6000.

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
2023
Filed
22 October 2024
IRS schema version
2023v5.1
Source object
202432979349300423

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