2011-11-08T18:11:28-06:00 2010-12-31 BKD LLP 111 SOUTH TEJON SUITE 800 COLORADO SPRINGS CO 809039848 990 2010-01-01 237302195 National Institute for Trial Advocacy NATI 3039536800 1685 38TH STREET BOULDER CO 803012735 John Baker 3039536800 2011-04-20 true 7194714290 2010 2016-03-07 17:11:31Z JOHN T BAKER 1685 38TH STREET STE 200 BOULDER CO 80301 7694900 false X WWW.NITA.ORG X 1971 DC PROMOTE JUSTICE THROUGH EFFECTIVE AND ETHICAL ADVOCACY; TRAIN AND MEN- TOR LAWYERS TO BE COMPETENT AND ETHICAL ADVOCATES; AND TEACH AND DEV- ELOP TRIAL ADVOCACY SKILLS TO PROMOTE FAIR ADMINISTRATION OF JUSTICE. 19 17 46 641 0 0 387088 325542 5227207 5948100 1678 8641 1789644 838927 7405617 7121210 0 0 0 0 2484082 2299288 0 0 0 4664936 4766362 7149018 7065650 256599 55560 2112650 2375225 1429293 1635118 683357 740107 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 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 2367289 0 3256005 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. 640655 0 1047297 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. 1402247 0 2692095 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. 4410191 true true false false false false false false false true false false false 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 false true 293 0 true 46 true false false false false true true false false false false false X 19 17 false false true false false false false true true false false false true true true true false false false false X KAY DRAGON 3039536805 1685 38TH STREET STE 200 BOULDER CO 80301 X SUSAN ROSS STEINGASS 1.0 X X 6850 0 0 LEO M ROMERO 1.0 X X 0 0 0 MICHAEL H GINSBERG 1.0 X X 0 0 0 BARBARA E BERGMAN 1.0 X 18 0 0 DWIGHT J DUNCAN 1.0 X 0 0 0 THOMAS F GERAGHTY 1.0 X 0 0 0 MICHAEL A KELLY 1.0 X 2040 0 0 ROBERT G KRUPKA 1.0 X 0 0 0 HON RICHARD M MARKUS 1.0 X 0 0 0 BEN RUBINOWITZ 1.0 X 13900 0 0 DEANNE C SIEMER 1.0 X 1696 0 0 GERALDINE SUMTER 1.0 X 0 0 0 ANGELA C VIGIL 1.0 X X 0 0 0 ROBIN G WEAVER 1.0 X 0 0 0 HON ANN C WILLIAMS 1.0 X 20900 0 0 LAURENCE ROSE 32.0 X X 235577 0 14650 JOHN BAKER 32.0 X X 183075 0 11657 W BAREFOOT BANKHEAD 1.0 X 0 0 0 PAMELA BRESNAHAN 1.0 X 0 0 0 JOE LOVELAND 1.0 X 0 0 0 HON SUSAN NOLTING BURKE 1.0 X 0 0 0 JO ANN HARRIS 1.0 X 3019 0 0 LOUISE LAMOTHE 1.0 X 0 0 0 KAY DRAGON 35.0 X 89098 0 20260 TOM HINTZ 40.0 X 140492 0 8655 696665 0 55222 3 false true false LEXISNEXIS PO BOX 7247-0178 PHILADELPHIA PA 19170 PUBLISHING AGREEMENT 438908 1 165542 160000 325542 PUBLIC/PUBLIC SERVICE PROGRAMS 611600 3256005 3256005 IN-HOUSE PROGRAMS 611600 2692095 2692095 5948100 8554 8554 0 915629 915629 74839 283305 -208466 -208466 -208466 82469 82382 87 87 87 0 0 339671 208003 131668 131668 OTHER INCOME 900099 96 96 96 7121210 6995493 -199825 0 0 0 0 545825 292839 252986 0 0 1417835 670754 747081 0 37259 17947 19312 0 160233 77180 83053 0 138136 66537 71599 0 0 0 0 0 0 594 0 594 0 1876168 1697494 178674 0 174787 4436 170351 0 560341 263785 296556 0 112127 57611 54516 0 313245 313245 0 0 590420 79160 511260 0 849990 785721 64269 0 0 0 1870 0 1870 0 0 119038 0 119038 0 15261 0 15261 0 BAD DEBT EXPENSE 69039 0 69039 0 PROGRAM DEVELOPMENT 32387 32387 0 0 TEACHING MATERIALS 51095 51095 0 0 7065650 4410191 2655459 0 105158 193232 41105 0 1304082 1657367 222589 72583 72024 167035 672072 495433 328950 176639 38742 0 0 108369 2112650 2375225 748208 843603 456933 571540 224152 219975 1429293 1635118 X 683357 740107 683357 740107 2112650 2375225 X 55560 1190 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 672072 495433 176639 176639 0 INTERCOMPANY PAYABLE 219975 219975 7121114 7065650 55464 1286 0 0 0 0 1286 56750 10871444 1286 3260200 0 491308 3752794 7118650 2464 2464 7121114 10814694 3260200 0 0 491308 3751508 7063186 2464 2464 7065650 PART XII, LINE 2D OTHER REVENUE ON BOOKS NOT ON RETURN COST OF GOODS SOLD 208,003 RENTAL EXPENSES 283,305 TOTAL 491,308 PART XIII, LINE 2D OTHER EXPENSE ON BOOKS NOT ON RETURN COST OF GOODS SOLD 208,003 RENTAL EXPENSES 283,305 TOTAL 491,308 PART X, LINE 2 ORGANIZATION'S LIABILITY FOR 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. 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 3, 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. Sub-Saharan Africa 0 0 Program Services TRAINING ADVOCACY 11364 Europe (Including Iceland and Greenland) 0 0 Program Services TRAINING ADVOCACY 9707 North America 0 0 Program Services TRAINING ADVOCACY 17889 0 0 0 0 38960 38960 false false false false false false X X X X false false false false false false false true false LAURENCE ROSE 185294 0 0 0 50283 0 7000 0 7650 0 250227 0 0 0 JOHN BAKER 182447 0 0 0 628 0 0 0 11657 0 194732 0 0 0 NON-FIXED PAYMENTS FOR OFFICERS, DIRECTORS, HIGHEST COMPENSATED EMPLOYEES PART I, QUESTION 7 TOM HINTZ, RESPONSIBLE FOR SALES OF CUSTOM PROGRAMS, RECEIVES COMMISSIONS BASED ON SALES MADE. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION A, QUESTION 11B THE FORM 990 IS PREPARED BY A THIRD PARTY. A REVIEW OF THE 990 IS CONDUCTED BY THE PRESIDENT, THE DIRECTOR OF FINANCE AND THE AUDIT COMMITTEE DESIGNEE. AN ADDITIONAL REVIEW IS CONDUCTED BY THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, QUESTION 12C 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. EXECUTIVE COMPENSATION FORM 990, PART VI, SECTION B, QUESTION 15A REVIEW AND APPROVAL OF LAURENCE ROSE'S PAY WAS CONDUCTED BY THE BOARD OF DIRECTORS AT THE TIME OF HIS EMPLOYMENT CONTRACT IN 2006. THE COMPENSATION STUDY WAS DONE IN 2005. JOHN BAKER IS CURRENTLY SERVING AS INTERIM CEO. HIS COMPENSATION WAS DETERMINED AT THE TIME OF HIS INITIAL HIRING AS THE DIRECTOR OF EDUCATION AND PUBLIC PROGRAMS, AND ADJUSTED WHEN HE ASSUMED CEO RESPONSIBLITIES. EXPLAIN IF 1023/1024, 990, 990-T NOT AVAILABLE TO PUBLIC FORM 990, PART VI, QUESTION 18 SINCE NITA APPLIED FOR EXEMPT CHARITY STATUS PRIOR TO JULY 15, 1987, NO FORM 1023 IS AVAILABLE FOR PUBLIC INSPECTION. CEO COMPENSATION PART VII AND SCHEDULE J The compensation on Part VII and Schedule J for Laurence Rose and John Baker is for full-time employment. Mr. Rose and Mr. Baker devoted 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 Mr. Rose and others are allocated by NITA for services rendered to the Foundation. PUBLIC DISCLOSURE OF DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 NITA WILL THOUGHTFULLY CONSIDER ALL REQUESTS FOR THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 UNREALIZED GAIN 1,286 SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS FORM 990, PART VI, QUESTION 4 THE ORGANIZATION'S BYLAWS WERE UPDATED ON APRIL 29, 2011. CHANGES INCLUDED THE FOLLOWING: (1) TO ALLOW MORE ELCTRONIC AVENUES FOR PARTICIPATION, INCLUDING VOTING BY BOARD MEMBERS DURING A PERSONAL ASSEMBLY BOARD MEETING AS LONG AS A MINIMUM NUMBER OF BOARD MEMEBERS ARE PHYSICALLY PRESENT FOR THE MEETING (2) TO CLARIFY THAT A QUORUM IS NECESSARY AT THE TIME A VOTE IS TAKEN (3) TO OMIT REFERENCE TO THE TREASURER AS BOARD LIAISON TO THE INDEPENDENT AUDITORS HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LAURENCE ROSE TITLE:NON-VOTING CEO THROUGH 02/10 HOURS:8 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN BAKER TITLE:NON-VOTING CEO BEGINNING 03/10 HOURS:8 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KAY DRAGON TITLE:DIRECTOR OF FINANCE HOURS:5 THE NITA FOUNDATION 1685 38TH STREET SUITE 200 BOULDER CO 80301 300212513 FUNDRAISING DC 501(C)(3) LN11 TYPE I NA false false true false true false false false false false false true true true false true false false THE NITA FOUNDATION C 165542 THE NITA FOUNDATION E 219975 THE NITA FOUNDATION L 43737 THE NITA FOUNDATION N 110101