2026-08-28T13:32:40-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 121 SOUTH TEJON STREET SUITE 1100 COLORADO SPRINGS CO 80903 990 2025-01-01 300212513 THE NITA FOUNDATION NITA 3039536800 357 MCCASLIN BLVD SUITE 200 LOUISVILLE CO 80027 WENDY MCCORMACK EXECUTIVE DIRECTOR 3039536800 2026-08-27 1 SARAH HINTZ P00492291 7196350330 2026-08-27 2025 X WENDY MCCORMACK 357 MCCASLIN BLVD SUITE 200 LOUISVILLE CO 80027 975694 0 1 X WWW.NITA.ORG X 2003 DC TO CARRY OUT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE NATIONAL INSTITUTE FOR TRIAL ADVOCACY. 10 9 0 9 0 0 981812 949373 0 0 34944 26321 0 0 1016756 975694 490315 736378 0 0 0 0 0 0 14167 13777 14167 504092 750545 512664 225149 11343024 13356872 804448 868124 10538576 12488748 X THE NITA FOUNDATION, A QUALIFIED CHARITY, IS DEDICATED TO SUPPORTING ACTIVITIES FOR THE BENEFIT OF AND TO CARRY OUT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE NATIONAL INSTITUTE FOR TRIAL ADVOCACY CONTINUED ON SCHEDULE O(NITA) WHICH IS ALSO A QUALIFIED CHARITY. IN THE FURTHERANCE OF ITS MISSION, THE NITA FOUNDATION SHALL PROMOTE AND SUPPORT ACTIVITIES AIMED AT IMPROVING AND ASSISTING THE ADMINISTRATION OF JUSTICE IN THE COURTS OF THE UNITED STATES AND OTHER COUNTRIES THROUGH EDUCATION AND TRAINING OF LAWYERS, PROFESSORS OF LAW, AND LAW STUDENTS. IN PARTICULAR, THE NITA FOUNDATION HELPS FURTHER THE MISSION OF THE NATIONAL INSTITUTE FOR TRIAL ADVOCACY (NITA) THROUGH THE FOUNDATION'S SCHOLARSHIP PROGRAM AND SUPPORT OF PUBLIC SERVICE PROGRAMS. 0 0 483003 483003 0 PROGRAM SERVICES:THE NITA FOUNDATION SUPPORTS A VARIETY OF PUBLIC SERVICE PROGRAMS THAT ARE OFFERED FREE OR FOR A REDUCED FEE TO LAWYERS WORKING IN THE FOLLOWING AREAS; CHILD ADVOCACY, DEATH PENALTY DEFENSE, TRIBAL ADVOCACY, LEGAL SERVICES, AND INTERNATIONAL RULE OF LAW. THE FOUNDATION PROVIDED A NUMBER OF SCHOLARHIPS FOR TUITION ASSISTANCE TO ATTORNEYS WORKING IN THE AREA OF CHILD ADVOCACY AS WELL AS TO THOSE ATTORNEYS WORKING IN DEVELOPING NATIONS TO ADVANCE THE RULE OF LAW. IN ADDITION, BOOKS ARE DONATED TO NEED-BASED LAWYERS AND ORGANIZATIONS. 253375 253375 0 SCHOLARSHIP PROGRAM: THE NITA FOUNDATION PROVIDES SCHOLARSHIP FUNDS TO DEFRAY THE COST OF TUITION ASSOCIATED WITH ATTENDING A NITA PROGRAM. THE FOUNDATION PROVIDED TUITION ASSISTANCE TO ATTORNEYS WHO COULD NOT OTHERWISE AFFORD TO ATTEND A NITA PROGRAM THROUGH SIGNIFICANTLY DISCOUNTED TUITION RATES; MISSION AND NEED-BASED SCHOLARSHIP FUNDING IS ALSO AVAILABLE FOR MOST PUBLIC PROGRAMS. 736378 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 1 0 0 0 1 0 1 0 0 0 0 1 1 1 1 1 0 0 0 AK AZ CA CT HI KY MA MD MI MN MS NH AK CO DC FL GA IL KS ME NM NJ NY NC OH OK PA RI SC VA WA WV X JOEL BEESON 3039536805 357 MCCASLIN BLVD SUITE 200 LOUISVILLE CO 80027 MICHAEL GINSBERG PRESIDENT 2.00 1.00 X X 0 8250 0 LINWOOD C WRIGHT JR TREASURER 1.00 2.00 X X 0 0 0 HON ANN C WILLIAMS SECRETARY 1.00 0.00 X X 0 0 0 MARY JO BARR TRUSTEE 1.00 0.00 X 0 8750 0 HON MARK DRUMMOND TRUSTEE 1.00 0.00 X 0 50394 0 HON LEE EDMON TRUSTEE 1.00 1.00 X 0 0 0 ZELDA B HARRIS TRUSTEE 1.00 0.00 X 0 3325 0 EDWIN JOHN U TRUSTEE 1.00 2.00 X 0 0 0 ANGELA VIGIL TRUSTEE 1.00 1.00 X 0 0 0 WENDY MCCORMACK EXECUTIVE DIRECTOR 5.00 35.00 X 0 254194 44659 CASSIE FAHRNEY ASSOCIATE ED, FINANCE 5.00 35.00 X 0 181567 27388 0 506480 72047 0 0 1 0 0 686868 262505 949373 26321 26321 975694 0 0 26321 736378 736378 2671 2671 8746 8746 2750 2750 750545 736378 0 14167 104544 18132 500260 841574 2800 10620460 12358135 114960 139031 11343024 13356872 804448 868124 804448 868124 X 9357526 11157705 1181050 1331043 10538576 12488748 11343024 13356872 225149 1725023 0 X X 0 1 X 1 0 X X 1 NATIONAL INSTITUTE FOR TRIAL ADVOCACY 237302195 2 1 736378 0 1 736378 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 887882 4900 152973 35750 1010005 807125 6284 89773 15300 887882 686724 32168 109073 20840 807125 771179 39829 117494 6790 686724 393556 325011 52612 771179 0.00000 0.46097 0.53903 0 0 0 DUE TO NITA 868124 868124 15058774 1725023 13044925 14769948 288826 686868 686868 975694 13268301 12517756 12517756 750545 0 750545 PART V, LINE 4: 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: NITA REVENUE 13,781,303. ELIMINATING ENTRIES -736,378. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFER ELIMINATED FROM CONSOLIDATED FINANCIAL STATEMENTS 686,868. PART XII, LINE 2D - OTHER ADJUSTMENTS: NITA EXPENSES 13,254,134. ELIMINATING ENTRIES -736,378. SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES TRAVEL AND PROGRAM EXPENSES 138016 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES TRAVEL AND PROGRAM EXPENSES 30248 0 0 0 0 0 0 168264 0 168264 0 0 0 0 0 0 PART I, LINE 2: THE NITA FOUNDATION COVERED EXPENSES TOTALING $168,264 FOR PROGRAMS IN DIFFERENT COUNTRIES DURING 2025. THE FACULTY DONATED TIME WITH TRAVEL AND PROGRAM EXPENSES BEING COVERED BY A TRANSFER FROM THE NITA FOUNDATION TO NITA. PART I, LINE 3: THE NITA FOUNDATION USES THE ACCRUAL METHOD TO REPORT EXPENDITURES ON SCHEDULE F. 1 NATIONAL INSTITUTE FOR TRIAL ADVOCACY 357 MCCASLIN BLVD STE 200 LOUISVILLE CO 80027 237302195 501(C)3 736378 0 N/A N/A SCHOLARSHIPS/PROGRAM SERVICES 1 0 PART I, LINE 2: THE NITA FOUNDATION ESTABLISHES PARAMETERS FOR SCHOLARSHIP FUNDING AND REVIEWS A REPORT SUMMARIZING PUBLIC SERVICE AND SCHOLARSHIP EXPENDITURES ON A REGULAR BASIS. 0 0 0 0 0 0 0 0 0 WENDY MCCORMACK EXECUTIVE DIRECTOR 0 234046 0 20000 0 148 0 14638 0 30021 0 298853 0 0 CASSIE FAHRNEY ASSOCIATE ED, FINANCE 0 167919 0 13500 0 148 0 9724 0 17664 0 208955 0 0 PART I, LINE 3 COMPENSATION IS PAID BY THE NATIONAL INSTITUTE FOR TRIAL ADVOCACY, A RELATED ORGANIZATION. AN INDEPENDENT COMPENSATION STUDY IS USED TO GAIN AN UNDERSTANDING OF FAIR COMPENSATION. THIS FORMAL PROCESS IS GENERALLY CARRIED OUT EVERY OTHER YEAR. THE COMPENSATION SETTING PROCESS AND DECISIONS ARE DOCUMENTED BY THE EXECUTIVE DIRECTOR. THE EXECUTIVE LEADERSHIP'S EMPLOYEE'S SALARY IS REVIEWED ANNUALLY BY THE APPROPRIATE NITA BOARD DESIGNEES IN CONSULTATION WITH THE INDEPENDENT COMPENSATION CONSULTANT. THESE APPROVALS ARE MAINTAINED IN APPROPRIATE HR FILES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION A, LINE 3 THE NITA EXECUTIVE DIRECTOR AND THE ASSOCIATE EXECUTIVE DIRECTOR, FINANCE MANAGE THE ADMINISTRATIVE FUNCTIONS OF THE NITA FOUNDATION AND REPORT ACTIVITIES TO THE NITA FOUNDATION BOARD OF DIRECTORS. THERE IS NO COMPENSATION FROM THE NITA FOUNDATION FOR THESE SERVICES. FORM 990, PART VI, SECTION A, LINE 7A NITA APPOINTS THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR OF THE NITA FOUNDATION IS A NONVOTING, EX OFFICIO MEMBER OF THE NITA BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A THIRD PARTY. A REVIEW OF THE 990 IS CONDUCTED BY THE EXECUTIVE DIRECTOR, AED-FINANCE, AUDIT AND FINANCE COMMITTEE, AND FOUNDATION PRESIDENT. A FINAL COPY WAS PROVIDED TO THE BOARD OF DIRECTORS AFTER FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE NITA AUDIT AND FINANCE COMMITTEE IS RESPONSIBLE FOR MONITORING THE NITA CONFLICT OF INTEREST POLICY ANNUALLY AS IT RELATES TO THE NITA FOUNDATION BOARD MEMBERS, NITA EMPLOYEES, NITA 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. DISCUSSION OF ANY POTENTIAL CONFLICTS IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE NITA FOUNDATION THOUGHTFULLY CONSIDERS ALL REQUESTS TO MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. NATIONAL INSTITUTE FOR TRIAL ADVOCACY 357 MCCASLIN BLVD SUITE 200 LOUISVILLE CO 80027 237302195 EDUCATIONAL DC 501(C)(3) LINE 2 N/A 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0