NATIONAL INSTITUTE FOR TRIAL ADVOCACY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL INSTITUTE FOR TRIAL ADVOCACY (EIN 23-7302195)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-14
- IRS object ID
- 201812269349301136
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T11:06:04-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 California St Ste 2900 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237302195 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Institute for Trial Advocacy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KAY DRAGON | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 3039536800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1685 38TH STREET STE 200 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 803012735 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY MCCORMACK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3039536800 | PhoneNum |
| Signature | 2018-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam R Smith CPA | PreparerPersonNm |
| PTIN | P00958966 | PTIN |
| Phone | 3038614545 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WENDY MCCORMACK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1685 38TH STREET STE 200 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,034,168 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NITA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE JUSTICE THROUGH EFFECTIVE AND ETHICAL ADVOCACY; TRAIN AND MENTOR LAWYERS TO BE COMPETENT AND ETHICAL ADVOCATES; AND TEACH TRIAL ADVOCACY SKILLS TO PROMOTE JUSTICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 36 | TotalEmployeeCnt |
| Total Volunteers | 859 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $196,180 | PYContributionsGrantsAmt |
| CY Contributions Grants | $270,429 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,606,899 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,334,503 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,701 | PYInvestmentIncomeAmt |
| CY Investment Income | $49,940 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,328,372 | PYOtherRevenueAmt |
| CY Other Revenue | $1,223,318 | CYOtherRevenueAmt |
| PY Total Revenue | $8,166,152 | PYTotalRevenueAmt |
| CY Total Revenue | $7,878,190 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,641,053 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,590,262 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,045,183 | PYOtherExpensesAmt |
| CY Other Expenses | $5,014,613 | CYOtherExpensesAmt |
| PY Total Expenses | $7,686,236 | PYTotalExpensesAmt |
| CY Total Expenses | $7,604,875 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $479,916 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $273,315 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,168,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,960,534 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,239,172 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,315,092 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,928,920 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,645,442 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NITA, A 501(C)(3) CHARITABLE ORGANIZATION, IS A DEDICATED TEAM OF PROFESSORS, JUDGES AND PRACTICING LAWYERS WHO BELIEVE THAT SKILLED AND ETHICAL ADVOCACY IS A CRITICAL COMPONENT OF LEGAL 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 | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,647,711 | ExpenseAmt |
| Revenue | $3,790,349 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $729,272 | ExpenseAmt |
| Revenue | $1,272,232 | RevenueAmt |
| Desc | 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 THEPREMIER PUBLISHER OF LEGAL RESOURCES AT LAW SCHOOLS, LIBRARIES AND LAW FIRMS. ANY NET REVENUE OVER EXPENSES GENERATED THROUGH THE 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,515,186 | ExpenseAmt |
| Revenue | $2,545,892 | RevenueAmt |
| Desc | 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 ORG. MNGT TO ENSURE THE PROGRAM'S CURRICULUM IS CUSTOMIZED TO MEET EACH ORG'S UNIQUE PROFESSIONAL DEV'T INITIATIVES, NOT TO MENTION SCHEDULING DEMANDS. ANY NET REVENUE OVER EXPENSES GENERATED THROUGH THE CUSTOMIZED PROGRAM PROVIDES A UNIQUE OPPORTUNITY TO FUND NITA'S BROADER MISSION BY COVERING ADMIN COSTS AND FUNDING PUBLIC SRVC PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,892,169 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 349 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 36 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAY DRAGON | PersonNm |
| Phone | 3039536805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1685 38TH STREET STE 200 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LEO M ROMERO | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL H GINSBERG | ||||||||
| trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN ROSS STEINGASS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA VIGIL | ||||||||
| immediate past chair | 5.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| L Joseph Loveland | ||||||||
| CHAIR | 5.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL A KELLY | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BEN RUBINOWITZ | ||||||||
| Treasurer | 5.0 | 1.0 | Yes (X) | $2,200 | $0 | $0 | Yes (X) | |
| GERALDINE SUMTER | ||||||||
| Secretary | 5.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBIN G WEAVER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HON ANN C WILLIAMS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $13,500 | $0 | $0 | ||
| Pamela Bresnahan | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Hon Susan Nolting Burke | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Bergman | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Hon Lee Smalley Edmon | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Andrea Tecce | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM J HUNT | ||||||||
| trustee | 1.0 | 0.0 | Yes (X) | $21,169 | $0 | $0 | ||
| EDWIN JOHN U | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LINWOOD CLINTON WRIGHT JR | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BAKER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Harry H Schneider | ||||||||
| trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSHUA A JOHNSTON | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HON CAROL CORRIGAN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Karen M Lockwood | ||||||||
| EXEC. DIRECTOR 1/1/17-11/30/17 | 32.0 | 8.0 | $225,366 | $0 | $23,679 | Yes (X) | ||
| KAY DRAGON | ||||||||
| DIRECTOR OF FINANCE | 37.0 | 3.0 | $118,140 | $0 | $27,418 | Yes (X) | ||
| Wendy McCormack | ||||||||
| EXEC DIRECTOR STARTING 12/1/17 | 32.0 | 8.0 | $122,527 | $0 | $23,600 | Yes (X) | ||
| TOM HINTZ | ||||||||
| Director of Custom Sales | 40.0 | 0.0 | $158,078 | $0 | $10,353 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $660,980 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $85,050 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEXISNEXIS | |||||
| PO BOX 7247-0178 | PHILADELPHIA | PA | 191700178 | PUBLICATION VENDOR | $181,526 |
| JOHNSON HUNTER | |||||
| 600 N 4TH STREET Ste 844-F | PHOENIX | AZ | 85004 | CONTRACT FACULTY | $159,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $270,429 | RelatedOrganizationsAmt |
| Total Contributions | $270,429 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CUSTOMIZED PROGRAMS | 611600 | $2,544,154 | $2,544,154 |
| PUBLIC AND PUBLIC SERVICE PROGRAMS | 611600 | $3,790,349 | $3,790,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,334,503 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,940 | TotalRevenueColumnAmt |
| Exclusion | $49,940 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,133,424 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,133,424 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $105,326 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $155,978 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$50,652 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$50,652 | TotalRevenueColumnAmt |
| Exclusion | -$50,652 | ExclusionAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $138,808 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138,808 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $138,808 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,738 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,738 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,738 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,878,190 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,608,473 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$712 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,598 | TotalAmt |
| Program Services | $271,706 | ProgramServicesAmt |
| Management And General | $305,892 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,597,163 | TotalAmt |
| Program Services | $791,537 | ProgramServicesAmt |
| Management And General | $805,626 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,253 | TotalAmt |
| Program Services | $29,671 | ProgramServicesAmt |
| Management And General | $30,582 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,839 | TotalAmt |
| Program Services | $103,333 | ProgramServicesAmt |
| Management And General | $106,506 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,409 | TotalAmt |
| Program Services | $71,605 | ProgramServicesAmt |
| Management And General | $73,804 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,734 | TotalAmt |
| Management And General | $14,734 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,225 | TotalAmt |
| Management And General | $49,225 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,192 | TotalAmt |
| Management And General | $5,192 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,953,290 | TotalAmt |
| Program Services | $1,900,908 | ProgramServicesAmt |
| Management And General | $52,382 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,129 | TotalAmt |
| Program Services | $49 | ProgramServicesAmt |
| Management And General | $206,080 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,201 | TotalAmt |
| Program Services | $141,335 | ProgramServicesAmt |
| Management And General | $302,866 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,245 | TotalAmt |
| Program Services | $85,124 | ProgramServicesAmt |
| Management And General | $160,121 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,641 | TotalAmt |
| Program Services | $244,641 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,566 | TotalAmt |
| Program Services | $173,349 | ProgramServicesAmt |
| Management And General | $365,217 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,021,824 | TotalAmt |
| Program Services | $914,317 | ProgramServicesAmt |
| Management And General | $107,507 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,305 | TotalAmt |
| Management And General | $59,305 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,224 | TotalAmt |
| Management And General | $31,224 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM DEVELOPMENT | $36,018 | $36,018 | |
| TEACHING MATERIALS | $128,576 | $128,576 | |
| BAD DEBTS | $36,443 | $36,443 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,604,875 | TotalAmt |
| Program Services | $4,892,169 | ProgramServicesAmt |
| Management And General | $2,712,706 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002,817 | BOYAmt |
| EOY | $1,108,020 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $862,145 | BOYAmt |
| EOY | $571,516 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,455 | BOYAmt |
| EOY | $207,910 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,241,152 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,187,363 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,854 | BOYAmt |
| EOY | $53,789 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $762,516 | BOYAmt |
| EOY | $850,547 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,305 | BOYAmt |
| EOY | $168,752 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,168,092 | BOYAmt |
| EOY | $2,960,534 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $822,629 | BOYAmt |
| EOY | $882,297 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,754 | BOYAmt |
| EOY | $395,213 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,789 | BOYAmt |
| EOY | $37,582 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,239,172 | BOYAmt |
| EOY | $1,315,092 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,928,920 | BOYAmt |
| EOY | $1,645,442 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,928,920 | BOYAmt |
| EOY | $1,645,442 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,168,092 | BOYAmt |
| EOY | $2,960,534 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $273,315 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $43,207 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$600,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,576 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,452 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,452 | GrantsOrScholarshipsAmt |
| End Year Balance | $75,576 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,576 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,183 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,183 | GrantsOrScholarshipsAmt |
| End Year Balance | $75,576 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,576 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $450 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $450 | GrantsOrScholarshipsAmt |
| End Year Balance | $75,576 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,576 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,290 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,290 | GrantsOrScholarshipsAmt |
| End Year Balance | $75,576 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,576 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,844 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,844 | GrantsOrScholarshipsAmt |
| End Year Balance | $75,576 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,288 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,170,864 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,117,075 | DepreciationAmt |
| Book Value | $53,789 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $53,789 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM RELATED PARTY | Desc |
| Book Value | $168,752 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $168,752 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| Amt | $37,582 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $37,582 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,185,193 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $43,207 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $4,113,010 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $155,978 | OtherRevenueAmt |
| Revenue Not Reported | $4,312,195 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,872,998 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,192 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $5,192 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,878,190 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,868,671 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,113,010 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $155,978 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,268,988 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,599,683 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,192 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $5,192 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,604,875 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | Describe 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. |
| Schedule D, PART X, LINE 2 | Uncertain Tax Positions: Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. |
| SCHEDULE D, PART XI, LINE 2D | REVENUE ON BOOKS, NOT ON RETURN: RENTAL EXPENSES NET WITH RENTAL INCOME 155,978 |
| SCHEDULE D, PART XII, LINE 2D | EXPENSES ON RETURN, NOT ON BOOKS: RENTAL EXPENSES NET WITH RENTAL INCOME 155,978 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | false | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| how the nondiscriminatory policy is made available | Schedule E, 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. NITA DOES NOT DISCRIMINATE AMONG CANDIDATES ON THE BASIS OF GENDER, DISABILITY, RACE, RELIGION, OR NATIONAL OR ETHNIC ORIGIN. |
| racial composition records of the student body, faculty, and admin staff | Schedule E, line 4a RECORDS ARE MAINTAINED FOR PUBLIC PROGRAMS AND PUBLIC SERVICE PROGRAMS. DUE TO THE NATURE OF CUSTOMIZED PROGRAMS, RECORDS ARE NOT MAINTAINED. A NON-DISCRIMINATION CLAUSE IS INCLUDED IN ALL CUSTOMIZED PROGRAM CONTRACTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | TRAINING ADVOCACY | $11,845 |
| Sub-Saharan Africa | Program Services | TRAINING ADVOCACY | $56,655 |
| East Asia and the Pacific | Program Services | TRAINING ADVOCACY | $68 |
| Central America and the Caribbean | Program Services | TRAINING ADVOCACY | $455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $69,023 | SubtotalSpentAmt |
| Total Spent | $69,023 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|---|
| Karen M Lockwood | ||||||
| EXEC. DIRECTOR 1/1/17-11/30/17 | $224,345 | $1,021 | $11,217 | $12,462 | $249,045 | |
| TOM HINTZ | ||||||
| Director of Custom Sales | $140,301 | $1,021 | $7,853 | $2,500 | $168,431 | $16,756 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, line 5a | NON-FIXED PAYMENTS FOR OFFICERS, DIRECTORS, HIGHEST COMPENSATED EMPLOYEES: TOM HINTZ, RESPONSIBLE FOR SALES OF CUSTOM PROGRAMS, RECEIVES COMMISSIONS BASED ON SALES MADE. |
| Schedule J, Part I, line 8 | INITIAL CONTRACT EXCEPTION: KAREN LOCKWOOD'S COMPENSATION IS COVERED BY HER INITIAL CONTRACT DATED JULY 2012. PLEASE SEE SCHEDULE O FOR PART VI, LINE 15A FOR MORE INFORMATION. As of December, 2017, the new executive director does not have a similar employment contract. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Process to Review the Form 990: THE FORM 990 IS PREPARED BY A THIRD PARTY. A REVIEW OF THE 990 IS CONDUCTED BY THE EXECUTIVE DIRECTOR, THE DIRECTOR OF FINANCE AND THE AUDIT COMMITTEE DESIGNEE. AN ADDITIONAL REVIEW IS CONDUCTED BY THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE. |
| Form 990, Part VI, Section B, line 12c | Process for Monitoring Compliance with Conflict of Interest Policy: The NITA Audit 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 are covered by the Conflict of Interest Policy. Depending on specific circumstances, actions may vary anywhere from disclosure to abstention from voting. |
| Form 990, Part VI, Section B, line 15a | REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: IN 3RD QUARTER 2017, AN OUTSIDE CONSULTANT SPECIALIZING IN COMPENSATION WAS HIRED BY NITA TO CONDUCT A CURRENT MARKET ANALYSIS FOR THE EXECUTIVE DIRECTOR POSITION. A RANGE FOR THE POSITION WAS DETERMINED, AS WELL AS STARTING SALARY. THIS WAS APPROVED BY THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE ON NOVEMBER 3, 2017. A CURRENT NON-PROFIT SALARY SURVEY WAS USED TO DETERMINE THE STARTING SALARY FOR THE NEW ASSOCIATE EXECUTIVE DIRECTOR, AS WELL AS DETERMINE THE CURRENT SALARY FOR THE ASSOCIATE EXECUTIVE DIRECTOR FINANCE. BOTH SALARIES WERE APPROVED BY THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE ON NOVEMBER 3, 2017. The compensation setting process and decisions were documented in the executive committee minutes. |
| Form 990, Part VI, Section B, line 15b | REVIEW OF ALL OTHER EMPLOYEES COMPENSATION: COMPENSATION FOR ALL OTHER EMPLOYEES IS REVIEWED ANNUALLY BY THE HR MANAGER AND COMPARED TO MARKET BY USING LOCAL REGIONAL SURVEYS. ALL COMPENSATION IS DETERMINED BY COMPARING TO EXTERNAL SURVEY DATA AND TAKING INTO CONSIDERATION INTERNAL EQUITY AS WELL. the compensation setting process and decisions are documented in the executive committee minutes. |
| Form 990, Part VI, Section C, line 18 | Explain if 1023/1024, 990, 990-T not available to Public: SINCE NITA APPLIED FOR EXEMPT CHARITY STATUS PRIOR TO JULY 15, 1987, NO FORM 1023 IS AVAILABLE FOR PUBLIC INSPECTION. |
| Form 990, Part VI, Section C, line 19 | Governing Documents Available to the Public: NITA WILL THOUGHTFULLY CONSIDER ALL REQUESTS FOR THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. |
| Part VII and Schedule J | The compensation on Part VII and Schedule J for KAREN LOCKWOOD and WENDY MCCORMACK is for full-time employment WHICH INCLUDES devoting 8 hours per week to The NITA Foundation, a related organization, in an executive capacity. The Foundation has no employees. The expenses for salaries and benefits for others are allocated by NITA for services rendered to the Foundation. |
| Form 990, Part XI, line 9 | Other changes in net assets or fund balances: Transfer of funds to the NITA Foundation -600,000 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:FACULTY TEACHING COSTS TOTAL FEES:1503699 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:JURORS/WITNESSES/ON SITE TOTAL FEES:164971 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACT LABOR TOTAL FEES:2700 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROGRAM DIRECTOR TOTAL FEES:229538 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:MISCELLANEOUS SERVICES TOTAL FEES:52382 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NITA FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1685 38TH STREET SUITE 200 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300212513 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LN12 TYPE I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NITA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE NITA FOUNDATION | ||
| C | $270,429 | CASH VALUE |
| The NITA Foundation | ||
| D | $168,752 | Cash value |
| The NITA Foundation | ||
| R | $600,000 | Cash Value |