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Governance Register
US nonprofit · EIN 237302195 · Louisville, COiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 237302195) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.State registers Colorado Secretary of State (17 October 2026).Licence US Federal Government public domain.How we handle data

National Institute for Trial Advocacy's network

20 people1 organisationi20 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (20). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

20 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 20 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Edwin John U ChairChair2018
8 yrs
Angela VigilTrustee2018
8 yrs
Annie DeetsTrustee2023
3 yrs
Ben R Rubinowitz (also filed as Ben Rubinowitz)Trustee2018
8 yrs
Dan RabinovitzTrustee2024
2 yrs
Daniel M KotinTrustee2020
6 yrs
Doris ChengTrustee2019
7 yrs
Elizabeth Esponosa-KrupaTrustee2023
3 yrs
Geraldine SumterTrustee2018
8 yrs
Harry H SchneiderTrustee2018
8 yrs
Hon George C Hanks JRTrustee2020
6 yrs
Hon Lee Smalley Edmon (also filed as Hon Lee Edmon)Trustee2018
8 yrs
Joshua A Johnston TrusteeCo-Chair of Audit & Finance Committee2024
2 yrs
L Joseph LovelandTrustee2018
8 yrs
Linwood C Wright JR TrusteeCo-Chair of Audit & Finance Committee2024
2 yrs
Michael H GinsbergTrustee2018
8 yrs
Phil RestrepoTrustee2023
3 yrs
Robert VaughanTrustee2022
4 yrs
Roger Fairfax JRTrustee2022
4 yrs
Whitney M UntiedtTrustee2020
6 yrs
Under 5 years5 to 6 years6 years or moreShow all 20 →

Officers and senior leadership

12 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Amy ShapiroDirector of Sales/Marketingsince 2022
Cassie FahreyAssoc. Executive Director of Finance2022
Cassie FahrneyAssociate Ed, Financesince 2023
Charles RussellAsst. Director Sales & Marketingsince 2022
Jason AugustineClient Relations Managersince 2023
Jenn SchneiderExecutive Director of Operationssince 2019
Kay DragonDirector of Financesince 2018
Kay Dragon Through 12122Chief Development Officer2022
Michelle RognessClient Services Directorsince 2023
Rhani ChoiEducation Directorsince 2023
Tom HintzDirector of Custom Salessince 2018
Wendy McCormackExecutive Directorsince 2018

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Wendy McCormackExecutive Director35$281k$32k
Cassie FahrneyAssociate Ed, Finance35$181k$24k
Jenn SchneiderAssociate Ed, Operations40$166k$48k
Rhani ChoiEducation Director40$156k$9k
Amy ShapiroDirector of Sales/Marketing40$134k$48k
Charles RussellAsst. Director of Sales/Marketing40$134k$21k
Michelle RognessClient Services Director40$108k$20k
Jason AugustineClient Relations Manager40$104k$17k
Annie DeetsTrustee1$64k
William J HuntFormer Trustee1$23k
Whitney M UntiedtTrustee1$20k
Robert VaughanTrustee1$7k
Dan RabinovitzTrustee1$7k
Michael H GinsbergTrustee1$4k
Ben R RubinowitzTrustee1$3k
Elizabeth Esponosa-KrupaTrustee1$1k
Linwood C Wright Jr TrusteeCo-Chair of Audit & Finance Committee5$1k
Edwin John UChair1$0
Doris ChengTrustee1$0
Hon Lee EdmonTrustee5$0
Roger Fairfax JrTrustee1$0
Hon George C Hanks JrTrustee1$0
Joshua A Johnston TrusteeCo-Chair of Audit & Finance Committee5$0
Daniel M KotinTrustee1$0
L Joseph LovelandTrustee1$0
Phil RestrepoTrustee1$0
Harry H SchneiderTrustee1$0
Geraldine SumterTrustee1$0
Angela VigilTrustee1$0

Colorado roster

5 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20253023062). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.
NameTitle as filed
Lee EdmonImmediate Past Chair
Linwood C Wright, JrTreasurer
Doris ChengSecretary
Fahrney Cassie
U Edwin JohnChair

About

Legal name
National Institute for Trial Advocacy
EIN
237302195
Address
325 W South Boulder Rd Ste 1, Louisville, CO, 80027-1130
State
Colorado
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 (as filed on the Form 990)
Activity (NTEE)
V26Z Social science research
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Social Science
Size band
6 (IRS master file code)
Formed
1971
Principal officer
Wendy McCormack (as named on the Form 990)
IRS ruling date
1 August 1973
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Related organisations (Schedule R)

Longest observed on the filings

≥8years on the filingsEdwin John U
≥8years on the filingsAngela Vigil
≥8years on the filingsBen R Rubinowitz
≥8years on the filingsGeraldine Sumter

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$4.4m
Total liabilities
$1.5m
Net assets or fund balances
$3m
Contributions and grants received
$490k
Program service revenue
$7.3m
Grants and similar paid out
$750k
Employees
27
Volunteers
580

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$8.7m$9mDeficit $254k

As filed on the IRS Form 990. US dollars.

Grants paid

1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
The Nita FoundationGeneral assistance$750k

State registration

2 entitiesiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.
National Institute For Trial Advocacy likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Colorado Secretary of State (CDOS), business entities (data.colorado.gov 4ykn-tg5h). Licence: public domain. Data last fetched 18 October 2026.
State
Colorado
Entity type
nonprofit corporation
Status
Good Standing
Formed
7 October 2003
Registered agent
National Institute For Trial Advocacy (city and state not held)

This register does not publish officers or directors.

National Institute For Trial Advocacy likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Texas Comptroller of Public Accounts, entity data (data.texas.gov 9cir-efmm). Licence not stated. Data last fetched 18 October 2026.
State
Texas
Status
Not stated
Formed
Not stated
Registered agent
Not stated

This register does not publish officers or directors.