2012-12-19T13:55:58-06:00 2012-06-30 MCPHILLIPS ROBERTS & DEANS PLC 150 BOUSH STREET SUITE 1100 NORFOLK VA 23510 990 2011-07-01 521272309 VIRGINIA AQUARIUM & MARINE SCIENCE CENTER FDN % DONNA J ELLIS VIRG 7573857777 717 GENERAL BOOTH BOULEVARD VIRGINIA BEACH VA 23451 LYNN B CLEMENTS 2012-12-18 true 7576407190 2011 2016-02-24 21:20:13Z MS LYNN CLEMENTS 717 GENERAL BOOTH BOULEVARD VIRGINIA BEACH VA 23451 4140579 false X www.virginiaaquarium.com X 1981 VA TO INSPIRE CONSERVATION OF THE MARINE ENVIRONMENT THROUGH EDUCATION, RESEARCH AND SUSTAINABLE PRACTICES 73 71 0 700 0 416997 543562 1607087 2338511 79425 105610 583196 512618 2686705 3500301 0 0 0 0 0 0 0 0 177715 2899353 3482934 2899353 3482934 -212648 17367 18455174 17601972 1513304 790210 16941870 16811762 TO INSPIRE CONSERVATION OF THE MARINE ENVIRONMENT THROUGH EDUCATION, RESEARCH AND SUSTAINABLE PRACTICES false false 535698 606024 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. 891621 250493 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. 1692695 1481994 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. 3120014 true true 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 false true 19 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 DENNIS R DEANS 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 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 F WAYNE MCLESKEY JR 0.2 X 0 0 0 DELCENO C MILES 0.2 X 0 0 0 ELLY D MLADICK 0.2 X 0 0 0 MARINA PHILLIPS 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 LEWIS W WEBB III 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 LEIGH WOISARD 0.2 X 0 0 0 SHEWLING MOY WONG 2.0 X 0 0 0 JT MCDONALD 0.2 X 0 0 0 SAMANTHA BERLIN-WETZLER 0.2 X 0 0 0 FRANK WAGNER 0.2 X 0 0 0 WILLIAM A HEARST 2.0 X 0 0 0 DORCAS HELFANT-BROWNING 2.0 X 0 0 0 FREDERICK J NAPOLITANO II 2.0 X 0 0 0 THOMAS E FRAIM JR 2.0 X 0 0 0 DON GOLDBERG 2.0 X 0 0 0 WILEY F MITCHELL JR 2.0 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 524501 SODEXO 717 GENERAL BOOTH BLVD VIRGINIA BEACH VA 23451 FOOD SERVICE CITY OF VIRGINIA BEACH 2401 COURTHOUSE DRIVE VIRGINIA BEACH VA 23456 PERSONNEL 988398 SYNTHESIS PROFESSIONAL SERVICES 13842 OUTLET DRIVE A148 SILVER SPRINGS MD 20904 DATABASE & WEB APP. 164998 3 57441 486121 15109 543562 EDUCATION PROGRAMS 900099 606024 606024 TEMPORARY EXHIBITS 900099 250493 250493 RESEARCH AND CONSERVATION 900099 1481994 1481994 2338511 32123 32123 0 0 44043 46535 -2492 -2492 -2492 543510 470023 73487 73487 73487 233268 123720 109548 109548 0 0 RESTAURANT INCOME 722210 149319 149319 PHOTO CONCESSIONS 900099 234767 234767 OTHER INCOME 900099 21476 21476 405562 3500301 2338511 618228 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 95268 88993 4485 1790 0 18163 3041 5787 9335 7930 7930 0 635593 612275 23318 0 CONSERVATION SUPPORT 14117 13277 140 700 LEASES AND RENTALS 54299 54299 PROFESSIONAL SERVICES 47949 30034 17915 PERMITS AND FEES 3922 3536 386 2605693 2314559 133174 157960 3482934 3120014 185205 177715 0 0 1748449 2473096 2129162 1222894 336007 156770 0 0 0 0 0 0 0 0 0 0 18098829 6561958 11950174 11536871 2275721 2197741 10000 10000 0 0 0 0 5661 4600 18455174 17601972 177799 313084 0 0 435505 77126 0 0 0 0 0 0 0 0 600000 400000 300000 0 1513304 790210 X 11576696 11460622 3365272 3349140 1999902 2002000 16941870 16811762 18455174 17601972 X 17367 -147475 X false true true X true true X 2627302 1107807 622801 416997 545848 5320755 2627302 1107807 622801 416997 545848 5320755 82835 5237920 522069 98106 46827 29015 32123 728140 178952 219882 562671 582724 515110 2059339 8108234 6076769 0.64600 0.72630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X false 2448623 2098 -63908 139072 2247741 2001770 55683 391170 2448623 1854721 25000 172049 50000 2001770 1874842 161320 -146441 35000 1854721 0.89070 0.10930 false false 109227 11365 97862 17989602 6550593 11439009 11536871 0 0 3500301 3482934 17367 -147475 -147475 -130108 3588946 -147475 189585 46535 88645 3500301 3500301 3719054 189585 46535 236120 3482934 3482934 RECONCILIATION SCHEDULE D, PARTS XII AND XIII RENTAL EXPENSE OF $46,535. 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 129582 129582 76980 TOURNAMENT 52491 52491 18165 2 51195 51195 28575 233268 233268 123720 123720 109548 BRAD WAITZER DENNIS DEANS PARTNERS IN RUDEE TOURS 52878 PROVIDED BOAT SERVICES false X 1 12064 FAIR MARKET VALUE X 2 3045 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 LOSS ON INVESTMENTS = $147,475 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:POSTAGE AND SHIPPING TOTAL EXPENSES:5494 PROGRAM SERVICES:1611 MANAGEMENT AND GENERAL:1274 FUNDRAISING:2609 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:SUPPLIES TOTAL EXPENSES:270654 PROGRAM SERVICES:238065 MANAGEMENT AND GENERAL:32589 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:TELECOMMUNICATIONS TOTAL EXPENSES:16017 PROGRAM SERVICES:7702 MANAGEMENT AND GENERAL:8315 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:VOLUNTEER EXPENSE TOTAL EXPENSES:3084 PROGRAM SERVICES:3084 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:ANIMAL COLLECTIONS TOTAL EXPENSES:127069 PROGRAM SERVICES:127069 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:BANK CHARGES TOTAL EXPENSES:24850 PROGRAM SERVICES:6979 MANAGEMENT AND GENERAL:460 FUNDRAISING:17411 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:REPAIRS AND MAINTENANCE TOTAL EXPENSES:46190 PROGRAM SERVICES:43150 MANAGEMENT AND GENERAL:3040 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:MISCELLANEOUS TOTAL EXPENSES:4727 PROGRAM SERVICES:4727 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:PROFESSIONAL DEVELOPMENT TOTAL EXPENSES:41489 PROGRAM SERVICES:36932 MANAGEMENT AND GENERAL:1660 FUNDRAISING:2897 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:MEMBERSHIP DUES TOTAL EXPENSES:23402 PROGRAM SERVICES:18735 MANAGEMENT AND GENERAL:2967 FUNDRAISING:1700 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:CONTRACTED SERVICES TOTAL EXPENSES:1075561 PROGRAM SERVICES:1003836 MANAGEMENT AND GENERAL:37890 FUNDRAISING:33835 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:CONTRACTED LABOR TOTAL EXPENSES:900768 PROGRAM SERVICES:806659 MANAGEMENT AND GENERAL:32336 FUNDRAISING:61773 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:FUEL TOTAL EXPENSES:16029 PROGRAM SERVICES:16010 MANAGEMENT AND GENERAL:19 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:UNCOLLECTIBLE ACCOUNTS TOTAL EXPENSES:50359 MANAGEMENT AND GENERAL:12624 FUNDRAISING:37735