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← NATIONAL INSTITUTE FOR TRIAL ADVOCACY

Form 990 for tax year 2025

Filed by NATIONAL INSTITUTE FOR TRIAL ADVOCACY.

Totals

Total revenue
$9,296,481
Total expenses
$9,456,180
Contributions and grants received
$736,378
Grants paid
$686,868
Program service revenue
$7,630,142
Investment income
$96,209
Other revenue
$833,752
Total assets, end of year
$4,249,722
Total liabilities, end of year
$1,454,711
Net assets or fund balances, end of year
$2,795,011
Program services expenses (Part IX)
$6,945,111
Management and general expenses
$2,511,069
Fundraising expenses
$0
Program service expenses (Part III)
$6,945,111

Program services were 73.4% 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

    $736,378

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

    total $4,388,466 · related or exempt $4,388,466

  • 2b · Program service revenue: CUSTOMIZED PROGRAMS

    total $3,010,868 · related or exempt $3,010,868

  • 2c · Program service revenue: EPUBLICATION SALES

    total $230,808 · related or exempt $230,808

  • 3 · Investment income

    total $96,209 · excluded $96,209

  • 5 · Royalties

    total $773,702 · excluded $773,702

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $60,050 · excluded $60,050

  • 11e · Other revenue, total

    $60,050

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $686,868 · program services $686,868

  • 5 · Compensation of officers, directors and key employees

    total $908,772 · program services $346,061 · management and general $562,711

  • 7 · Other salaries and wages

    total $1,934,081 · program services $1,183,365 · management and general $750,716

  • 8 · Pension plan contributions

    total $83,389 · program services $48,194 · management and general $35,195

  • 9 · Other employee benefits

    total $326,451 · program services $256,891 · management and general $69,560

  • 10 · Payroll taxes

    total $209,945 · program services $117,223 · management and general $92,722

  • 11b · Fees: legal

    total $2,216 · management and general $2,216

  • 11c · Fees: accounting

    total $43,935 · management and general $43,935

  • 11g · Fees: other

    total $1,916,432 · program services $1,903,258 · management and general $13,174

  • 12 · Advertising and promotion

    total $74,190 · program services $4,234 · management and general $69,956

  • 13 · Office expenses

    total $326,799 · program services $195,015 · management and general $131,784

  • 14 · Information technology

    total $474,296 · program services $47,445 · management and general $426,851

  • 15 · Royalties

    total $288,280 · program services $288,280

  • 16 · Occupancy

    total $248,852 · program services $193,436 · management and general $55,416

  • 17 · Travel

    total $1,426,267 · program services $1,290,613 · management and general $135,654

  • 22 · Depreciation, depletion and amortization

    total $78,928 · management and general $78,928

  • 23 · Insurance

    total $37,273 · management and general $37,273

  • 24a · Other expenses: MATERIAL & SUPPLIES

    total $384,228 · program services $384,228

  • 24b · Other expenses: BAD DEBT

    total $4,978 · management and general $4,978

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,117,605 · end of year $2,150,852

  • 4 · Accounts receivable

    beginning of year $1,114,001 · end of year $1,008,386

  • 9 · Prepaid expenses and deferred charges

    beginning of year $218,155 · end of year $172,977

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

    $662,976

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

    $620,952

  • 10c · Land, buildings and equipment, net

    beginning of year $158,994 · end of year $42,024

  • 15 · Other assets

    beginning of year $804,448 · end of year $875,483

  • 17 · Accounts payable and accrued expenses

    beginning of year $788,478 · end of year $559,914

  • 19 · Deferred revenue

    beginning of year $555,055 · end of year $747,323

  • 25 · Other liabilities

    beginning of year $114,960 · end of year $147,474

  • 27 · Net assets without donor restrictions

    beginning of year $2,954,710 · end of year $2,795,011

Mission and programs · 2025

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 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.

    Expenses $3,820,782 · Grants $686,868 · Revenue $4,388,466

  • 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.

    Expenses $985,398 · Revenue $230,808

  • 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 $2,138,931 · Revenue $3,010,868

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DANIEL KOTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANNIE DEETS

    TRUSTEE

    Total calculated
    $56,713
    From this org
    $56,713
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • HON AMY HANLEY

    TRUSTEE

    Total calculated
    $29,765
    From this org
    $29,765
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • WHITNEY UNTIEDT

    TRUSTEE

    Total calculated
    $20,738
    From this org
    $20,738
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DENNERICKA BROOKS

    TRUSTEE

    Total calculated
    $13,950
    From this org
    $13,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MICHAEL GINSBERG

    TRUSTEE

    Total calculated
    $8,250
    From this org
    $8,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • DAN RABINOVITZ

    TRUSTEE

    Total calculated
    $7,000
    From this org
    $7,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ELIZABETH ESPINOSA-KRUPA

    TRUSTEE

    Total calculated
    $3,230
    From this org
    $3,230
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • HON LUIS FELIPE RESTREPO

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ROBERT VAUGHN

    TRUSTEE

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

  • EDWIN JOHN U

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • LINWOOD C WRIGHT JR

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • DORIS CHENG

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • HON LEE EDMON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROGER FAIRFAX JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GEORGE HANKS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOSHUA A JOHNSTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ELAINE LEHNERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOE LOVELAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GERALDINE SUMTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANGELA VIGIL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WENDY MCCORMACK

    EXECUTIVE DIRECTOR

    Total calculated
    $298,853
    From this org
    $254,194
    From related orgs
    $0
    Other
    $44,659
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $234,046
    Bonus
    $20,000
    Other
    $148
    Deferred
    $14,638
    Nontaxable benefits
    $30,021
    Filer's total
    $298,853

  • CASSIE FAHRNEY

    ASSOCIATE ED, FINANCE

    Total calculated
    $208,955
    From this org
    $181,567
    From related orgs
    $0
    Other
    $27,388
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $167,919
    Bonus
    $13,500
    Other
    $148
    Deferred
    $9,724
    Nontaxable benefits
    $17,664
    Filer's total
    $208,955

  • JENN SCHNEIDER

    ASSOCIATE ED, GROWTH

    Total calculated
    $206,732
    From this org
    $153,591
    From related orgs
    $0
    Other
    $53,141
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,943
    Bonus
    $13,500
    Other
    $148
    Deferred
    $9,476
    Nontaxable benefits
    $43,665
    Filer's total
    $206,732

  • RHANI CHOI

    ASSOCIATE ED, EDUCATION

    Total calculated
    $163,558
    From this org
    $152,336
    From related orgs
    $0
    Other
    $11,222
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,188
    Bonus
    $18,000
    Other
    $148
    Deferred
    $8,568
    Nontaxable benefits
    $2,654
    Filer's total
    $163,558

  • CHARLES RUSSELL

    DIRECTOR OF SALES

    Total calculated
    $159,684
    From this org
    $135,061
    From related orgs
    $0
    Other
    $24,623
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $93,280
    Bonus
    $41,633
    Other
    $148
    Deferred
    $7,563
    Nontaxable benefits
    $17,060
    Filer's total
    $159,684

  • AMY SHAPIRO

    DIRECTOR OF MARKETING

    Total calculated
    $181,845
    From this org
    $128,588
    From related orgs
    $0
    Other
    $53,257
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $103,940
    Bonus
    $24,500
    Other
    $148
    Deferred
    $8,027
    Nontaxable benefits
    $45,230
    Filer's total
    $181,845

  • JASON AUGUSTINE

    CLIENT RELATIONS MANAGER

    Total calculated
    $140,181
    From this org
    $118,958
    From related orgs
    $0
    Other
    $21,223
    Hours/week
    40

  • MICHELLE ROGNESS

    CLIENT SERVICES DIRECTOR

    Total calculated
    $137,136
    From this org
    $113,746
    From related orgs
    $0
    Other
    $23,390
    Hours/week
    40

  • MARY ANNE WARHA

    CONTROLLER

    Total calculated
    $131,350
    From this org
    $108,438
    From related orgs
    $0
    Other
    $22,912
    Hours/week
    40

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 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.

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
2025
Filed
27 August 2026
IRS schema version
2025v4.2
Source object
202612409349300411

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