2013-11-14T06:14:00-06:00 2013-06-30 McPhillips Roberts & Deans PLC 150 Boush Street Suite 1100 Norfolk VA 23510 990 2012-07-01 521272309 VIRGINIA AQUARIUM & MARINE SCIENCE CENTER FDN % DONNA J ELLIS VIRG 7573857777 717 GENERAL BOOTH BOULEVARD Suite VIRGINIA BEACH VA 23451 LYNN B CLEMENTS 7573853474 2013-10-24 true Joy M Bixler 7576407190 2012 2016-02-25 16:41:14Z MS LYNN CLEMENTS 717 GENERAL BOOTH BOULEVARD VIRGINIA BEACH VA 23451 3542865 false X www.virginiaaquarium.com X 1981 VA TO INSPIRE CONSERVATION OF THE MARINE ENVIRONMENT THROUGH EDUCATION, RESEARCH AND SUSTAINABLE PRACTICES 73 71 0 1129 0 543562 691559 2338511 1852577 105610 65348 512618 531060 3500301 3140544 0 0 0 0 0 0 0 0 169081 3482934 3205885 3482934 3205885 17367 -65341 17601972 17450845 790210 529449 16811762 16921396 TO INSPIRE CONSERVATION OF THE MARINE ENVIRONMENT THROUGH EDUCATION, RESEARCH AND SUSTAINABLE PRACTICES false false 525468 500502 EDUCATION PROGRAMS- TO PROVIDE ENGAGING EDUCATIONAL EXPERIENCES THAT MEET THE NEEDS AND EXCEED THE EXPECTATIONS OF THE AQUARIUM'S DIVERSE AUDIENCES IN ORDER TO FOSTER OCEAN LITERACY AND INSPIRE CONSERVATION ACTION. 1044968 242582 EXHIBITS- TO PRODUCE ENGAGING, IMMERSIVE EXHIBITS IN ORDER TO INSPIRE CONSERVATION ACTIONS BY CREATING EMOTIONAL CONNECTIONS BETWEEN GUESTS AND THE ANIMAL COLLECTION AND ENHANCE UNDERSTANDING OF MARINE SCIENCE THROUGH HANDS-ON EXPLORATION. 1245541 1109493 RESEARCH AND CONSERVATION - TO CONDUCT AND SUPPORT SCIENTIFIC RESEARCH AND STEWARDSHIP INITIATIVES IN ORDER TO PRODUCE AND DISSEMINATE KNOWLEDGE LEADING TO EFFECTIVE CONSERVATION OF THE MARINE ENVIRONMENT. 2815977 true true false false false false false true false true true false false false false true true false false false false false false false true false false false false false false false false false false false false true true false false false false false false false false true 17 0 true 0 false false false false false false false false false false X 73 71 true false false false false false false true true false false true true true true true true false false false X DONNA J ELLIS 7573850280 717 GENERAL BOOTH BOULEVARD VIRGINIA BEACH VA 23451 RENDY ADAMS 0.2 X 0 0 0 DAVID ARIAS 0.2 X 0 0 0 C MAX BARTHOLOMEW JR 0.2 X 0 0 0 THOMAS A BARTON III 0.2 X 0 0 0 ROBERT W BERRY JR 0.2 X 0 0 0 GEORGE H BOWLES 0.2 X 0 0 0 MICHAEL BENEDETTO 0.2 X 0 0 0 SARA MILLER BOYD 0.2 X 0 0 0 MACON BROCK 0.2 X 0 0 0 THOMAS C BROYLES 0.2 X 0 0 0 JAMES G CARLSON 0.2 X 0 0 0 RICHARD CHENG 0.2 X 0 0 0 BARBARA TAYLOR CREECH 0.2 X 0 0 0 NANCY A CREECH 0.2 X 0 0 0 SAL DABIERO 0.2 X 0 0 0 LEE ENISMINGER 0.2 X 0 0 0 ROBERT H DEFORD JR 0.2 X 0 0 0 FRANKLIN P EARLEY SR 0.2 X 0 0 0 JOHN H FAIN 0.2 X 0 0 0 WILLIAM J FANNEY 0.2 X 0 0 0 MORRIS H FINE 0.2 X 0 0 0 KENNETH CUMMINGS 0.2 X 0 0 0 THOMAS E FRAIM SR 0.2 X 0 0 0 CATHIE J FRANCE 0.2 X 0 0 0 THOMAS R FRANTZ 0.2 X 0 0 0 WILLIAM T GREER JR PHD 0.2 X 0 0 0 WILLIAM A HEARST 2.0 X X 0 0 0 DR RICHARD V GREGORY 0.2 X 0 0 0 DR CLARENCE A HOLLAND 0.2 X 0 0 0 ANN W HOST 0.2 X 0 0 0 AL HUTCHINSON 0.2 X 0 0 0 DAVID KAUFMAN 0.2 X 0 0 0 ELLEN KEETER 0.2 X 0 0 0 CRAIG GRUBE 0.2 X 0 0 0 GENE LOVING 0.2 X 0 0 0 JOHN MATSON 0.2 X 0 0 0 CHERYL MCLESKEY 0.2 X 0 0 0 DELCENO C MILES 0.2 X 0 0 0 ELLY D MLADICK 0.2 X 0 0 0 ROBERT FORT 0.2 X 0 0 0 HARRY R PURKEY 0.2 X 0 0 0 DR CHRIS PLATSOUCAS 0.2 X 0 0 0 JANE M PURRINGTON 0.2 X 0 0 0 RICHARD RAY 0.2 X 0 0 0 TIMOTHY B ROBERTSON 0.2 X 0 0 0 MARTHA KAY ROLAND 0.2 X 0 0 0 DAN RYAN 0.2 X 0 0 0 MICHAEL SAVVIDES 0.2 X 0 0 0 KIM SAVAGE 0.2 X 0 0 0 JOHN SETTLE 0.2 X 0 0 0 WILLIE SHEPHERD 0.2 X 0 0 0 TINA SINNEN 0.2 X 0 0 0 EDWARD B SNYDER 0.2 X 0 0 0 MICHAEL STANDING 0.2 X 0 0 0 ANDREW W VAKOS SR 0.2 X 0 0 0 MICHAEL WAGNER 0.2 X 0 0 0 BRAD WAITZER 0.2 X 0 0 0 KATHERINE HINES 0.2 X 0 0 0 KIM WHEELER 0.2 X 0 0 0 KEN WILSON JR 0.2 X 0 0 0 NIKKI WILLIAMS 0.2 X 0 0 0 NED WILLIAMS 0.2 X 0 0 0 MAKINA LIACOURAS 0.2 X 0 0 0 SHEWLING MOY WONG 2.0 X 0 0 0 DORCAS HELFANT-BROWNING 2.0 X X 0 0 0 FREDERICK J NAPOLITANO II 2.0 X X 0 0 0 THOMAS E FRAIM JR 2.0 X X 0 0 0 JT MCDONALD 0.2 X 0 0 0 DON GOLDBERG 2.0 X X 0 0 0 WILEY F MITCHELL JR 2.0 X X 0 0 0 SAMANTHA BERLIN-WETZLER 0.2 X 0 0 0 FRANK WAGNER 0.2 X 0 0 0 CORY MAYO 0.2 X 0 0 0 LYNN B CLEMENTS 40.0 X 0 0 0 0 0 0 0 false false false RIVERHEAD FOUNDATION FOR MARINE RES 2000 DANIEL ISLAND DRIVE VIRGINIA BEACH VA 23451 AERIAL SURVEYS 122000 SODEXO 717 GENERAL BOOTH BLVD VIRGINIA BEACH VA 23451 FOOD SERVICE 121379 CITY OF VIRGINIA BEACH 2401 COURTHOUSE DRIVE VIRGINIA BEACH VA 23456 PERSONNEL & RENT 1066608 HOLBROOK EDUCATIONAL TRAVEL 3540 NW 13TH STREET GAINESVILLE FL 32609 ECOTOUR TRAVEL 107340 4 55358 636201 4212 691559 EDUCATION PROGRAMS 900099 500502 500502 TEMPORARY EXHIBITS 900099 242582 242582 RESEARCH AND CONSERVATION 900099 1109493 1109493 1852577 70128 70128 0 0 62274 48712 13562 0 13562 13562 152832 7000 106810 57802 46022 -50802 -4780 -4780 314904 188997 125907 125907 0 0 RESTAURANT INCOME 722210 186615 186615 PHOTO CONCESSIONS 900099 202830 202830 OTHER INCOME 900099 2146 2146 391591 3140544 1852577 596408 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 43714 34756 6367 2591 0 33113 10990 6478 15645 0 0 674705 603843 70862 0 CONSERVATION SUPPORT 20354 20354 LEASES AND RENTALS 57071 57071 PROFESSIONAL SERVICES 55707 42659 12792 256 PERMITS AND FEES 2802 1913 886 3 2318419 2044391 123442 150586 3205885 2815977 220827 169081 0 0 2473096 2975466 1222894 868418 156770 177201 0 0 0 0 0 0 0 0 0 0 16441871 5558871 11536871 10883000 2197741 2406998 10000 10000 0 0 0 0 4600 129762 17601972 17450845 313084 118419 0 0 77126 211030 0 0 0 0 0 0 0 0 400000 200000 0 0 790210 529449 X 11460622 11132303 3349140 3787093 2002000 2002000 16811762 16921396 17601972 17450845 -65341 174975 X false true true true true X 1107807 622801 416997 545848 691559 3385012 0 0 1107807 622801 416997 545848 691559 3385012 123818 3261194 98106 46827 29015 32123 70128 276199 0 219882 562671 582724 515110 517498 2397885 6059096 7929346 0.53823 0.64600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X false 2247741 0 268538 109281 2406998 2448623 2098 -63908 139072 2247741 2001770 55683 391170 2448623 1854721 25000 172049 50000 2001770 1874842 161320 -146441 35000 1854721 0.83174 0.16826 109227 18443 90784 16332644 5540428 10792216 10883000 0 0 3552891 174975 207904 29468 412347 3140544 3140544 3443257 207904 29468 237372 3205885 3205885 RECONCILIATION SCHEDULE D, PARTS XI LINE 2D AND XII LINE 2D RENTAL EXPENSE OF $48,712 REPORTED ON PART VIII LINE 6B, NET OF FINANCIAL SERVICE FEES OF $19,244 REPORTED ON PART IX LINE 24E. ANIMAL COLLECTIONS SCHEDULE D, PART III LINE 1A In accordance with industry practice, the Foundation's collections of marine animals are not capitalized and recognized as assets in the statements of financial position. The Foundation holds its collections for public exhibition, education and research rather than for financial gain. It protects, cares for, preserves and keeps its collections unencumbered. Additionally, it is impracticable to attempt to assign values to the collection because the animals have certain attributes, such as species, sex, age, breeding potential, and relationship to others in the ecosystem that make it difficult to determine an objective basis for valuation. The value of collection items purchased by the Foundation is reported in the statement of activities as collections. Contributed collection items are not reflected in the financial statements. EXEMPT PURPOSE SCHEDULE D, PART III LINE 4 THE CITY OF VIRGINIA BEACH OWNS AND OPERATES THE VIRGINIA AQUARIUM FACILITY. THE VIRGINIA AQUARIUM & MARINE SCIENCE CENTER FOUNDATION, INC. OWNS THE AQUARIUM EXHIBITS, AND CONDUCTS EDUCATIONAL PROGRAMS AND FUND RAISING ACTIVITIES FOR THE AQUARIUM. FINANCIAL RESULTS FROM THE AQUARIUM FUND ARE REPORTED IN ACCORDANCE WITH THE REQUIREMENTS OF THE GOVERNMENTAL ACCOUNTING STANDARDS BOARD. SINCE ITS OPENING IN 1986, VIRGINIA AQUARIUM & MARINE SCIENCE CENTER'S MISSION HAS BEEN TO INCREASE THE PUBLIC'S KNOWLEDGE AND APPRECIATION OF VIRGINIA'S MARINE ENVIRONMENT AND INSPIRE COMMITMENT TO PRESERVE ITS EXISTENCE. RECOGNIZING THAT MARINE CONSERVATION EXTENDS WELL BEYOND VIRGINIA'S SHORES, THE AQUARIUM ANNOUNCED IN 2011 THAT IT WOULD EXPAND ITS FOCUS TO INSPIRE CONSERVATION OF THE MARINE ENVIRONMENT THROUGH EDUCATION, RESEARCH, AND SUSTAINABLE PRACTICES. AT A NEWS CONFERENCE HELD IN HONOR OF ITS 25TH ANNIVERSARY, THE AQUARIUM UNVEILED ITS PLANS FOR FUTURE EXPANSION AND DEVELOPMENT IN 1200 ACRES ALONG OWLS CREEK. THE PROPOSED DESIGN INCLUDES A MARINE ANIMAL CARE CENTER TO THE NORTH OF THE AQUARIUM'S MARSH PAVILION, FOR WHICH THE CITY OF VIRGINIA BEACH HAS ALREADY SECURED TWO AND A HALF ACRES, AS WELL AS EXTENDED WETLAND TRAILS IN THE MARSHVIEW AREA TO THE WEST OF OWLS CREEK. WITH THE EXPANSION, THE VIRGINIA AQUARIUM IS UNIQUELY POSITIONED TO BECOME A MAJOR RESEARCH FACILITY IN THE INTERNATIONAL AREA OF CLIMATE CHANGE AND SEA LEVEL RISE. THE COLLECTION OF ANIMALS ENABLES THE FOUNDATION TO ATTRACT THE PUBLIC TO BUY TICKETS IN ORDER TO INSPIRE CONSERVATION OF THE MARINE ENVIRONMENT THROUGH EDUCATION, RESEARCH AND SUSTAINABLE PRACTICES. AZA-SANCTIONED BREEDING PROGRAMS FOR ENDANGERED SPECIES, SUCH AS TOMISTOMA CROCODILES, ENABLES STAFF TO CONDUCT IMPORTANT RESEARCH FOR INTERNATIONAL CONSERVATION, AND THEY ARE ONE OF THE "SIGNATURE" COLLECTION ANIMALS WHICH ENCOURAGE VISITORS TO CONTRIBUTE DIRECTLY TO CONSERVATION AT POINT OF PURCHASE. FIN 48 TAX POSITIONS SCH D, PART X Management continually evaluates tax positions reflected in the Foundation's tax filings and does not believe that any material uncertain tax positions exist. AUCTION 144439 144439 95377 TOURNAMENT 64917 64917 23679 2 105549 105549 69941 314905 314905 188997 188997 125908 BRAD WAITZER DENNIS DEANS PARTNERS IN RUDEE TOURS 67684 PROVIDED BOAT SERVICES false X 1 4212 FAIR MARKET VALUE false false false FAMILY RELATIONSHIP FORM 990, PART VI, LINE 2 BOARD MEMBER, MR THOMAS FRAIM IS THE FATHER OF MR THOMAS FRAIM, JR., PRESIDENT ELECT. REVIEW OF FORM 990 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 99O IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS, REVIEWED IN DETAIL BY THE DIRECTOR OF FINANCE AND THE BOARD OF TRUSTEES, AND SIGNED BY THE EXECUTIVE DIRECTOR. CONFLICT OF INTEREST FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO SIGN ANNUAL STATEMENTS TO DISCLOSE POSSIBLE CONFLICTS OF INTERESTS. AVAILABLE TO PUBLIC FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 1023 AND ANNUAL FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER CHANGES FORM 990 PART XI LINE 5 UNREALIZED GAIN ON INVESTMENTS = $174,975 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:POSTAGE AND SHIPPING TOTAL EXPENSES:14655 PROGRAM SERVICES:7424 MANAGEMENT AND GENERAL:463 FUNDRAISING:6768 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:SUPPLIES TOTAL EXPENSES:239740 PROGRAM SERVICES:213175 MANAGEMENT AND GENERAL:9906 FUNDRAISING:16659 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:TELECOMMUNICATIONS TOTAL EXPENSES:17433 PROGRAM SERVICES:9685 MANAGEMENT AND GENERAL:7748 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:VOLUNTEER EXPENSE TOTAL EXPENSES:1030 PROGRAM SERVICES:330 MANAGEMENT AND GENERAL:700 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:ANIMAL COLLECTIONS TOTAL EXPENSES:23957 PROGRAM SERVICES:23957 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:BANK CHARGES TOTAL EXPENSES:13271 PROGRAM SERVICES:10777 MANAGEMENT AND GENERAL:1917 FUNDRAISING:577 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:REPAIRS AND MAINTENANCE TOTAL EXPENSES:26503 PROGRAM SERVICES:18126 MANAGEMENT AND GENERAL:8377 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:MISCELLANEOUS TOTAL EXPENSES:4000 PROGRAM SERVICES:4000 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:PROFESSIONAL DEVELOPMENT TOTAL EXPENSES:93799 PROGRAM SERVICES:83153 MANAGEMENT AND GENERAL:5063 FUNDRAISING:5583 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:MEMBERSHIP DUES TOTAL EXPENSES:22305 PROGRAM SERVICES:19635 MANAGEMENT AND GENERAL:1345 FUNDRAISING:1325 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:CONTRACTED SERVICES TOTAL EXPENSES:910789 PROGRAM SERVICES:827593 MANAGEMENT AND GENERAL:33356 FUNDRAISING:49840 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:CONTRACTED LABOR TOTAL EXPENSES:906469 PROGRAM SERVICES:804813 MANAGEMENT AND GENERAL:34916 FUNDRAISING:66740 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:FUEL TOTAL EXPENSES:22130 PROGRAM SERVICES:21723 MANAGEMENT AND GENERAL:407 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:UNCOLLECTIBLE ACCOUNTS TOTAL EXPENSES:3094 FUNDRAISING:3094 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:FINANCIAL SERVICE FEE TOTAL EXPENSES:19244 MANAGEMENT AND GENERAL:19244