2024-05-15T09:10:57-05:00 2023-06-30 840930288 BROCK AND COMPANY CPAS PC 3711 JFK PARKWAY SUITE 315 FORT COLLINS CO 80525 990 2022-07-01 841036938 NATIONAL ASSOCIATION FOR INTERPRETATION NATI 9704848283 230 CHERRY STREET SUITE 200 FORT COLLINS CO 80521 PAUL CAPUTO EXECUTIVE DIRECTOR 9704848283 2024-05-14 1 PAUL CAPUTO 999009999 0 KEVIN RICKMAN P01240896 9702237855 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PARKER MCMULLEN BUSHMAN 230 CHERRY STREET SUITE 200 FORT COLLINS CO 80521 1859541 0 X WWW.INTERPNET.COM X 1988 CO TO INSPIRE LEADERSHIP AND EXCELLENCE TO ADVANCE HERITAGE INTERPRETATION AS A PROFESSION. 15 15 11 250 21851 0 13362 32335 1391445 1706800 57 4569 92205 86777 1497069 1830481 15429 24260 0 0 573107 620183 0 0 3836 1045606 1362185 1634142 2006628 -137073 -176147 1546930 1499398 373432 502047 1173498 997351 X TO INSPIRE LEADERSHIP AND EXCELLENCE TO ADVANCE HERITAGE INTERPRETATION AS A PROFESSION. 0 0 833305 24260 758708 CONFERENCES AND WORKSHOPS: THE NAI NATIONAL CONFERENCE IS AN ANNUAL EVENT ATTRACTING ABOUT 700 PARTICIPANTS. CONFERENCES USUALLY OCCUR OVER A FIVE-DAY PERIOD IN NOVEMBER OR EARLY DECEMBER. THE INTERNATIONAL CONFERENCE ON INTERPRETATION IS EVENT HELD EVERY OTHER YEAR AT SITES AROUND THE WORLD ATTRACTING UP TO 150 PARTICIPANTS. ADDITIONALLY, UP TO 10 REGIONAL WORKSHOPS ARE USUALLY HELD IN THE SPRING, AS WELL AS ONLINE EVENTS ON A VARIETY OF SPECIAL INTEREST TOPICS. 634862 578029 CERTIFICATION: NAI HOLDS PROFESSIONAL CERTIFICATION OR TRAINING COURSES HOSTED BY THE NATIONAL OFFICE, THE COURSES INCLUDE CERTIFIED INTERPRETIVE GUIDE TRAIN-THE-TRAINER, CERTIFIED INTERPRETIVE HOST TRAIN-THE TRAINER, COACHING INTERPRETERS, AND PROCESS OF INTERPRETIVE PLANNING. ADDITIONALLY, NAI-CERTIFIED TRAINERS CONDUCT ROUGHLY 200 CLASSES FOR MORE THAN 3,000 ATTENDEES TO CREDENTIAL THEM AS CERTIFIED INTERPRETIVE GUIDES AND CERTIFIED INTERPRETIVE HOSTS 406448 370063 MEMBERSHIP: MEMBERSHIP INCLUDED ROUGHLY 6,400 MEMBERS IN APPROXIMATELY 30 COUNTRIES DURING THE YEAR ENDED JUNE 30, 2023. MEMBER SERVICES INCLUDE ACCESS TO RESTRICTED ONLINE RESOURCES, SUBSCRIPTION TO LEGACY MAGAZINE, ASSISTANCE WITH CAREER DEVELOPMENT, AND DISCOUNTS ON NETWORKING AND PROFESSIONAL DEVELOPMENT EVENTS. 27018 MERCHANDISE SALES AND OTHER ACTIVITIES 27018 1874615 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 87 0 1 11 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 1 1 0 X X X THE ORGANIZATION 9704848283 230 CHERRY STREET SUITE 200 FORT COLLINS CO 80521 PARKER MCMULLEN BUSHMAN PRESIDENT 4.00 X X 0 0 0 MARY LOAN VP ADMINISTRATION 10.00 X X 0 0 0 JAY SCHNEIDER VP PROGRAMS 2.00 X X 0 0 0 AMY ROELL TREASURER 4.00 X X 0 0 0 TERRY JOYCE SECRETARY 5.00 X X 0 0 0 MARISSA LLANES BOARD MEMBER 1.00 X 0 0 0 JOSE CHAVEZ BOARD MEMBER 1.00 X 0 0 0 KELLI ENGLISH BOARD MEMBER 1.00 X 0 0 0 ERIN GATES BOARD MEMBER 1.00 X 0 0 0 MICHAEL LESPERANCE BOARD MEMBER 1.00 X 0 0 0 ANN MARIE LISI AC REPRESENTATIVE 1.00 X 0 0 0 DEB NOFZINGER BOARD MEMBER 1.00 X 0 0 0 IRA BLETZ BOARD MEMBER 1.00 X 0 0 0 NADINE MEYER BOARD MEMBER 1.00 X 0 0 0 AJ CHLEBNIK AC REPRESENTATIVE ELECT 1.00 X 0 0 0 PAUL CAPUTO EXECUTIVE DIRECTOR 40.00 X 97546 0 16651 97546 0 16651 0 0 0 0 0 32335 429 32335 CONFERENCES AND WORKSH 611430 758708 758708 CERTIFICATION FEES 611710 578029 578029 MEMBERSHIP DUES 611710 370063 370063 1706800 4569 4569 37908 0 37908 37908 37908 34883 29060 5823 5823 ADVERTISING INCOME 541800 21851 21851 MISCELLANEOUS 900099 21195 21195 43046 1830481 1733818 21851 42477 24260 24260 112939 56470 55340 1129 366713 356871 8096 1746 21914 18627 3287 80788 68670 12118 37829 32155 5674 10 9 1 76489 65274 11215 54167 46225 7942 19047 16255 2727 65 44918 41140 3442 336 47399 40289 7110 2493 2493 530506 530506 31235 26550 4685 CERTIFICATION EXPENSE 306285 306285 MEMBER SERVICES 114208 114208 BANK AND CREDIT CARD FE 41191 37726 3156 309 BOARD EXPENSE 41153 41153 53084 49449 3384 251 2006628 1874615 128177 3836 175754 114793 516297 520865 24365 50242 92240 75349 27890 51007 1342488 662047 710384 680441 0 6701 1546930 1499398 58556 112111 314876 383235 0 6701 373432 502047 X 466330 287062 707168 710289 1173498 997351 1546930 1499398 -176147 0 X X 0 1 X 1 0 X 115575 153514 123434 13362 32335 438220 2702365 1603185 1407636 1449088 1741683 8903957 2817940 1756699 1531070 1462450 1774018 9342177 0 0 0 9342177 77181 38945 38065 38065 42477 234733 77181 38945 38065 38065 42477 234733 629 -938 -309 7471 1719 29969 3784 21195 64138 2903221 1796425 1599104 1504299 1837690 9640739 0.96900 0.97370 0.02430 0.01940 X SCHEDULE A, PART III, COLUMN (D) A SHORT YEAR TAX RETURN WAS FILED FOR THE 6-MONTH PERIOD ENDING JUNE 30, 2019. AS A RESULT, 2018 INCLUDES ACTIVITY FOR THE PERIOD JANUARY 1, 2018 THROUGH JUNE 30, 2019. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 701863 701863 701863 701863 701863 701863 701863 701863 701863 701863 1.00000 0 0 150000 150000 997684 479982 517702 12126 9020 3106 182678 173045 9633 680441 OPERATING LEASE LIABILITY 6701 6701 X 1859541 29060 29060 1830481 0 1830481 2035688 29060 29060 2006628 0 2006628 PART V, LINE 4: THE ASSOCIATION HAS ESTABLISHED A LEGACY TRUST FUND AND HAS RECEIVED CONTRIBUTIONS THAT ARE CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS TO PROVIDE A PERMANENT ENDOWMENT FOR THE FOLLOWING PURPOSES: (1) SCHOLARSHIPS TO PROVIDE FOR THE DEVELOPMENT OF YOUNG PROFESSIONALS IN INTERPRETATION; AND (2) NAI MEMBER SERVICES AND NEW PROGRAMS. PART X, LINE 2: THE ASSOCIATION UTILIZES THE PROVISIONS OF ASC 740, PERTAINING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE PRONOUNCEMENT REQUIRES THE USE OF A MORE-LIKELY-THAN-NOT RECOGNITION CRITERIA BEFORE AND SEPARATE FROM THE MEASUREMENT OF A TAX POSITION. AN ENTITY SHALL INITIALLY RECOGNIZE THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. WITH RESPECT TO THE ASSOCIATION, THIS WOULD PRIMARILY RELATE TO THE DETERMINATION OF UNRELATED BUSINESS TAXABLE INCOME, AND TO THE MAINTENANCE OF ITS TAX EXEMPT STATUS. MANAGEMENT HAS EVALUATED THE ADOPTED POLICIES AND PROCEDURES THAT HAVE BEEN IMPLEMENTED TO PROVIDE ASSURANCE THAT INCOME IS PROPERLY CHARACTERIZED AND ACTIVITIES THAT JEOPARDIZE ITS TAX EXEMPT STATUS ARE WITHIN LIMITS ESTABLISHED UNDER EXISTING TAX CODE AND REGULATIONS. MANAGEMENT HAS DETERMINED THE EFFECTS OF UNCERTAIN TAX POSITIONS ARE NOT MATERIAL TO THE ASSOCIATION FOR RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS AND, ACCORDINGLY, NO INCOME TAX LIABILITY HAS BEEN RECORDED FOR UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES PRESENTED WITH REVENUE 29,060. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES PRESENTED WITH REVENUE 29,060. 1 SCHOLARSHIPS TO DEFRAY THE COSTS OF ATTENDING WORKSHOPS AND CERTIFICATIONS 48 24260 PART I, LINE 2: APPLICANTS MUST MEET SPECIFIC CRITERIA. BOARD MEMBERS WITH SOME INTERNATIONAL EXPERIENCE ARE ON THE REVIEW COMMITTEE THAT SCORES APPLICANTS BY NEED AND POTENTIAL BENEFIT FROM THE WORKSHOP TO FURTHER THEIR CAREER. GRANTS AWARDED ARE FOR WORKSHOPS THAT ARE PUT ON BY THE ORGANIZATION. CASH NEVER GOES TO THE APPLICANT. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS RECEIVE DISCOUNTS ON MEMBER SERVICES, TRAINING, BOOKS, ETC. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE UNAPPOINTED BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED TO THE BOARD AND THE AUDIT COMMITTEE GENERALLY BY E-MAIL. THE BOARD IS ASKED TO REVIEW AND VOICE ANY COMMENTS OR CONCERNS TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AND DISCLOSE ANY POTENTIAL CONFLICTS. THE STATEMENTS ARE MONITORED AND ARE ON FILE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS AN EXECUTIVE PERSONNEL COMMITTEE THAT UTILIZES THE ANNUAL ASAE FOR COMPENSATION COMPARABLES. THE COMMITTEE ANALYZES PERFORMANCE AS IT RELATES TO THE BUSINESS PLAN THEN ISSUES A REPORT AND A RECOMMENDATION TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THERE IS NO PASSWORD AND THEY ARE DOWNLOADABLE. FORM 990- PART XII, LINE 2C THERE ARE NO CHANGES IN THE AUDIT COMMITTEE'S RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF AN INDEPENDENT ACCOUNTANT.