2016-08-02T12:40:40-05:00 2015-12-31 BKD LLP 1801 California St Ste 2900 Denver CO 80202 990 2015-01-01 237302195 National Institute for Trial Advocacy % KAY DRAGON NATI 3039536800 1685 38TH STREET STE 200 BOULDER CO 803012735 KAREN M LOCKWOOD EXECUTIVE DIRECTOR 3039536800 2016-08-15 true Rita F Worster CPA P00290681 3038614545 2015 2016-12-15 16:53:06Z KAREN M LOCKWOOD 1685 38TH STREET STE 200 BOULDER CO 80301 7968084 false X WWW.NITA.ORG X 1971 DC 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. 21 19 41 800 0 217455 237783 6857303 6229501 55152 49107 1302185 1299465 8432095 7815856 0 0 0 0 2452869 2560482 0 0 0 5451255 5229495 7904124 7789977 527971 25879 2956601 2956340 1356449 1397497 1600152 1558843 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 false false 2684943 3665846 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. 788764 1318158 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 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. 1804431 2576385 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. 5278138 true true false false false false false false false false true false false true true false false true true false true false false false false false false false false true false false false false false false false false false false false false false true true true false true 370 0 true 41 true false false false false false false false false false false X 21 19 false false false false false false false true true false false false true true true true false true true false NM X X KAY DRAGON 3039536805 1685 38TH STREET STE 200 BOULDER CO 80301 LEO M ROMERO TRUSTEE 1.0 X 0 0 0 MICHAEL H GINSBERG past chair 5.0 5.0 X X 2600 0 0 SUSAN ROSS STEINGASS TRUSTEE 1.0 X 0 0 0 ANGELA VIGIL CHAIR 5.0 5.0 X X 0 0 0 L Joseph Loveland CHAIR ELECT 5.0 5.0 X X 0 0 0 MICHAEL A KELLY TRUSTEE 1.0 X 0 0 0 BEN RUBINOWITZ Treasurer 1.0 1.0 X X 8625 0 0 GERALDINE SUMTER Secretary 5.0 5.0 X X 0 0 0 ROBIN G WEAVER TRUSTEE 1.0 X 0 0 0 HON ANN C WILLIAMS TRUSTEE 1.0 X 12500 0 0 Pamela Bresnahan Trustee 1.0 X 0 0 0 Hon Susan Nolting Burke Trustee 1.0 X 0 0 0 W Barefoot Bankhead TRUSTEE 1.0 X 0 0 0 Barbara Bergman TRUSTEE 1.0 X 0 0 0 Hon Lee Smalley Edmon TRUSTEE 1.0 X 0 0 0 Thomas Geraghty TRUSTEE 1.0 X 0 0 0 Andrea Tecce TRUSTEE 1.0 X 0 0 0 WILLIAM J HUNT trustee 1.0 X 12890 0 0 EDWIN JOHN U TRUSTEE 1.0 X 0 0 0 LINWOOD CLINTON WRIGHT JR TRUSTEE 1.0 X 10000 0 0 JOHN BAKER TRUSTEE 1.0 X 0 0 0 Karen M Lockwood EXECUTIVE DIRECTOR 32.0 8.0 X 220828 0 15955 KAY DRAGON DIRECTOR OF FINANCE 37.0 3.0 X 112053 0 32217 TOM HINTZ Director of Custom Sales 40.0 X 167593 0 9055 Wendy Velez Associate Executive Director 40.0 X 110580 0 30521 657669 0 87748 4 false true false LEXISNEXIS PO BOX 7247-0178 PHILADELPHIA PA 191700178 PUBLICATION VENDOR 261945 WILLIAM ELWARD 1510 W ESTES CHICAGO IL 60626 CONTRACT FACULTY 113941 JOHNSON HUNTER 600 N 4TH STREET Ste 844-F PHOENIX AZ 85004 CONTRACT FACULTY 129416 3 237783 237783 CUSTOMIZED PROGRAMS 611600 2563655 2563655 PUBLIC AND PUBLIC SERVICE PROGRAMS 611600 3665846 3665846 6229501 49107 49107 0 1134154 1134154 120805 152228 -31423 0 -31423 -31423 0 0 0 184004 0 184004 184004 OTHER INCOME 900099 12730 12730 12730 7815856 7560389 17684 0 0 0 0 427667 221894 205773 0 1708823 990524 718299 62257 36087 26170 199364 115562 83802 162371 94119 68252 0 837 837 47390 47390 0 0 3640 3640 2020486 1762018 258468 293992 293992 463367 199706 263661 179763 68566 111197 251223 251223 536339 271996 264343 1037791 993229 44562 0 0 0 0 84141 84141 28658 28658 BAD DEBT EXPENSE 10360 1706 8654 0 PROGRAM DEVELOPMENT 103190 103190 TEACHING MATERIALS 168318 168318 7789977 5278138 2511839 0 0 0 814881 599850 0 0 1110888 1000397 0 0 0 0 0 0 0 0 119678 154039 1197952 1041510 231566 156442 400176 710133 0 0 0 0 0 0 279412 335479 2956601 2956340 803997 934346 0 0 511757 444501 0 0 0 0 0 0 0 0 0 0 40695 18650 1356449 1397497 X 1600152 1558843 0 0 0 0 1600152 1558843 2956601 2956340 25879 -67188 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70288 69488 800 1127664 972022 155642 156442 DUE FROM RELATED PARTY 335479 335479 0 DUE TO RELATED PARTY 18650 18650 X 12213840 -67188 4316584 152228 4401624 7812216 3640 3640 7815856 12255149 4316584 152228 4468812 7786337 3640 3640 7789977 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 152,228 SCHEDULE D, PART XII, LINE 2D REVENUE ON RETURN, NOT ON BOOKS RENTAL EXPENSES NET WITH RENTAL INCOME 152,228 true true true false true true true false false false false false false false false false false true 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. Europe (Including Iceland and Greenland) Program Services TRAINING ADVOCACY 8310 Sub-Saharan Africa Program Services TRAINING ADVOCACY 18438 26748 26748 false false false false false false X X X X false false false false false false false true true true Karen M Lockwood EXECUTIVE DIRECTOR 219807 1021 15955 236783 TOM HINTZ Director of Custom Sales 127096 39476 1021 6355 2700 176648 NON-FIXED PAYMENTS FOR OFFICERS, DIRECTORS, HIGHEST COMPENSATED EMPLOYEES TOM HINTZ, RESPONSIBLE FOR SALES OF CUSTOM PROGRAMS, RECEIVES COMMISSIONS BASED ON SALES MADE. 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. 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 NITA's Executive Director compensation was reviewed in 2012 by a formal search committee. Studies for comparable salaries were done and reviewed by the Chair of the Committee and the Board President. Executive Director compensation arrangements are documented with employment contracts. Form 990, Part VI, Section B, line 15b Review of Other Officer or Key Employees Compensation Compensation for all other employees are reviewed annually by the Human Resources manager. All compensation is determined by comparing to industry surveys. 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 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 IX LINE 11G DESCRIPTION:FACULTY TEACHING FEES TOTAL FEES:1506734 FORM 990 PART IX LINE 11G DESCRIPTION:PROGRAM DIRECTOR FEES TOTAL FEES:213475 FORM 990 PART IX LINE 11G DESCRIPTION:JURORS/WITNESSES/ON SITE WORK TOTAL FEES:179872 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACT LABOR TOTAL FEES:75412 FORM 990 PART IX LINE 11G DESCRIPTION:MISCELLANEOUS SERVICES TOTAL FEES:44993 THE NITA FOUNDATION 1685 38TH STREET SUITE 200 BOULDER CO 80301 300212513 FUNDRAISING DC 501(C)(3) LN11 TYPE I NITA true false false true true true false false false false false false true true true true false true true false THE NITA FOUNDATION C 237783 CASH VALUE THE NITA FOUNDATION D 335479 CASH VALUE