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Form 990 (2009) NATIONAL ASSOCIATION FOR INTERPRETATION 84-1036938 Page 2 Part III Statement of Program Service Accomplishments 1 Briefly describe the organization’s mission: SEE SCHEDULE O FOR CONTINUATION TO INSPIRE LEADERSHIP AND EXCELLENCE AND TO ADVANCE THE PROFESSION OF HERITAGE INTERPRETATION BY: A. FACILITATING COMMUNICATION AMONG THOSE IN THE INTERPRETATION PROFESSION BY THE EXCHANGE OF IDEAS, TECHNIQUES, AND MUTUAL 2 3 4 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? If "Yes," describe these new services on Schedule O. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization cease conducting, or make significant changes in how it conducts, any program services? ~~~~~~ If "Yes," describe these changes on Schedule O. Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. Yes Yes X X No No 4a (Code: ) (Expenses $ 588,388. including grants of $ ) (Revenue $ 319,191. ) INTERNATIONAL, NATIONAL AND REGIONAL WORKSHOPS - THE INTERNATIONAL CONFERENCE IN 2009 HAD ABOUT 80 PERSONS ATTENDING IN ATHENS, GREECE. THE NATIONAL WORKSHOP IN HARTFORD, CONNECTICUT, HAD 650 ATTENDING, DOWN FROM OUR USUAL ATTENDANCE OF 1,000. WE HAD ABOUT 800 ATTEND 8 DIFFERENT REGIONAL WORKSHOPS HELD AROUND THE U.S. MOST WORKSHOPS ARE THREE TO FIVE DAYS IN LENGTH AND PROFESSIONAL DEVELOPMENT SESSIONS AND NETWORKING ARE THE PROGRAM FOCUSES OF THESE EVENTS. THESE SERVICES ARE USED BY MEMBERS AND NON-MEMBERS TO STAY ABREAST OF ADVANCES IN THE PROFESSION. 4b 4c (Code: ) (Expenses $ 281,139. including grants of $ ) (Revenue $ 124,785. ) CERTIFICATION AND TRAINING - PROFESSIONAL CREDENTIALING IN SIX CATEGORIES IS A PRIMARY GOAL OF THE ORGANIZATION AND THIS IS OPEN TO MEMBERS AND NON-MEMBERS. NAI’S PROFESSIONAL TRAINING WORKSHOPS ASSIST PEOPLE IN EARNING THE CREDENTIALS AND SOME OF THE WORKSHOPS ARE TRAINING PROGRAMS THAT CONFER A CREDENTIAL AT END OF THE COURSE (I.E. CERTIFIED INTERPRETIVE GUIDE, CERTIFIED INTERPRETIVE HOST). THE FOUR PROFESSIONAL CATEGORIES (CERTIFIED HERITAGE INTERPRETER, CERTIFIED INTERPRETIVE TRAINER, CERTIFIED INTERPRETIVE PLANNER AND CERTIFIED INTERPRETIVE MANAGERS) MAY BE EARNED BY MEMBERS OR NON-MEMBERS BY APPLYING THROUGH NAI FOR A PROCESS OF EVALUATION THAT INCLUDE PEER-REVIEWS BY THOSE ALREADY HOLDING THOSE CREDENTIALS. (Code: ) (Expenses $ 238,643. including grants of $ ) (Revenue $ 108,310. ) PRINT PUBLICATIONS AND E-NEWSLETTERS - THE PRODUCTION AND DISTRIBUTION OF HIGH QUALITY PUBLICATIONS TO EDUCATE AND SERVE MEMBERS AND NON-MEMBERS IN PROFESSIONAL DEVELOPMENT IS ANOTHER GOAL. NAI PRODUCES ONE BI-MONTHLY MAGAZINE (LEGACY), TWO JOURNALS OF INTERPRETATION ANNUALLY, AND 24 E-NEWSLETTERS (NAINOW) EACH YEAR. WE HAVE 10 REGIONAL AFFILIATES AND 11 AFFINITY GROUPS WHO ALSO PRODUCE QUARTERLY ELECTRONIC NEWSLETTERS TO CONSTITUENTS. APPROXIMATE NUMBERS OF PRINT AND E-NEWSLETTERS DELIVERED ARE: LEGACY MAGAZINE = 30,000; JOURNAL OF INTERPRETATION RESEARCH = 5,000; NAINOW E-NEWSLETTER = 110,400; REGIONAL/SECTION E-NEWSLETTERS = 25,200 4d Other program services. (Describe in Schedule O.) (Expenses $ 57,162. including grants of $ ) (Revenue $ 704,284. ) 4e Total program service expenses J $ 1,165,332. 932002 02-04-10 Form 990 (2009)
Form 990 (2009) NATIONAL ASSOCIATION FOR INTERPRETATION 84-1036938 Part IV Checklist of Required Schedules 1 2 3 4 5 6 7 8 9 10 11 12 12A Was the organization included in consolidated, independent audited financial statements for the tax year? Yes No If "Yes," completing Schedule D, Parts XI, XII, and XIII is optional ~~~~~~~~~~~~~~~~~~~~ 12A X 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ~~~~~~~~~~~~~~ 15 16 17 18 19 20 ¥ ¥ ¥ ¥ ¥ ¥ b Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Is the organization required to complete Schedule B, Schedule of Contributors? ~~~~~~~~~~~~~~~~~~~~~~ Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If "Yes," complete Schedule C, Part II ~ Section 501(c)(4), 501(c)(5), and 501(c)(6) organizations. Is the organization subject to the section 6033(e) notice and reporting requirement and proxy tax? If "Yes," complete Schedule C, Part III ~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II~~~~~~~~~~~~~~ Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV ~~ Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi-endowments? If "Yes," complete Schedule D, Part V ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Is the organization’s answer to any of the following questions "Yes"? If so, complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI. Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII. Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII. Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX. Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X. Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48? If "Yes," complete Schedule D, Part X. Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI, XII, and XIII. 14a Did the organization maintain an office, employees, or agents outside of the United States? ~~~~~~~~~~~~~~~~ Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If "Yes," complete Schedule F, Part I ~~~~~~~~~~~~~~ Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If "Yes," complete Schedule F, Part II ~~~~~~~~~~~~~~~~~~~~~ Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If "Yes," complete Schedule F, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization operate one or more hospitals? If "Yes," complete Schedule H 1 2 3 4 5 6 7 8 9 10 11 12 13 14a 14b 15 16 17 18 Yes X X X X X X X Page 3 No X X X X X X X X X X X 19 X 20 X Form 990 (2009) 932003 02-04-10
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Page 31 and 32: SCHEDULE O Supplemental Information
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