2011-11-15T12:59:02-06:00 2010-12-31 LOVVORN & KIESCHNICK LLP 418 PEOPLES STE 308 CORPUS CHRISTI TX 784012350 990 2010-01-01 237044950 TEXAS STATE AQUARIUM ASSOCIATION TEXA 3618811200 2710 NORTH SHORELINE BLVD CORPUS CHRISTI TX 784021097 JULIO FLORES 3618811200 2011-11-11 true FRANK LOVVORN 3618848897 2011-11-14 2010 2016-02-24 21:20:13Z 9196596 false X TEXASSTATEAQUARIUM.ORG X 1986 TX THE TEXAS STATE AQUARIUM'S MISSION IS TO CONNECT PEOPLE WITH NATURE AND INSPIRE CONSERVATION OF THE GULF OF MEXICO. TO ACCOMPLISH THIS GOAL, THE AQUARIUM HAS DEVELOPED MORE THAN 25 PERMANENT AND SPECIAL EXHIBITS TO INTERPRET THE ANIMALS AND SENSITIVE ECOSYSTEMS OF THE GULF, EDUCATING MORE THAN 475,000 VISITORS ANNUALLY IN THE WONDERS OF THE MARINE WORLD. THE TEXAS STATE AQUARIUM PROMOTES AND ACTIVELY ENGAGES IN ENVIRONMENTAL CONSERVATION THROUGH A NUMBER OF PROGRAMS, INCLUDING A WILDLIFE REHABILITATION PROGRAM THAT MINISTERS TO THE NEEDS OF HUNDREDS OF SICK AND INJURED SHOREBIRDS, RAPTORS, SEA TURTLES AND MARINE MAMMALS EACH YEAR. 55 54 228 330 336344 -138265 477354 447874 5953363 5344268 84816 -49526 3032932 2796441 9548465 8539057 0 0 4085102 4159854 0 257302 5277450 5432239 9362552 9592093 185913 -1053036 27236501 26288651 2471890 2531270 24764611 23757381 X THE TEXAS STATE AQUARIUM'S MISSION IS TO CONNECT PEOPLE WITH NATURE AND INSPIRE CONSERVATION OF THE GULF OF MEXICO. TO ACCOMPLISH THIS GOAL, THE AQUARIUM HAS DEVELOPED MORE THAN 25 PERMANENT AND SPECIAL EXHIBITS TO INTERPRET THE ANIMALS AND SENSITIVE ECOSYSTEMS OF THE GULF, EDUCATING MORE THAN 475,000 VISITORS ANNUALLY IN THE WONDERS OF THE MARINE WORLD. THE TEXAS STATE AQUARIUM PROMOTES AND ACTIVELY ENGAGES IN ENVIRONMENTAL CONSERVATION THROUGH A NUMBER OF PROGRAMS, INCLUDING A WILDLIFE REHABILITATION PROGRAM THAT MINISTERS TO THE NEEDS OF HUNDREDS OF SICK AND INJURED SHOREBIRDS, RAPTORS, SEA TURTLES AND MARINE MAMMALS EACH YEAR. false false 7421079 7426543 IT ALL BEGAN IN 1969 WITH THE DREAM OF WHAT CORPUS CHRISTI COULD BE. VISIONARY COMMUNITY LEADERS HAD A BOLD, YET SIMPLE PURPOSE WITH THE TEXAS STATE AQUARIUM-- CREATE EDUCATIONALLY ENRICHING AND ENTERTAINING EXHIBITS AND PROGRAMS TO CONNECT PEOPLE WITH NATURE, AND INSPIRE THEM TO CARE FOR, AND ULTIMATELY HELP CONSERVE THE GULF OF MEXICO. TODAY, AFTER BEING OPEN TO THE PUBLIC FOR MORE THAN 20 YEARS AND HAVING EDUCATED AND ENTERTAINED 10 MILLION VISITORS, THE TEXAS STATE AQUARIUM IS THE LEADING ATTRACTION IN SOUTH TEXAS, AN ECONOMIC DRIVER OF THE COASTAL BEND TOURISM ECONOMY, A REGIONAL ENVIRONMENTAL EDUCATION CENTER REACHING 60,000 STUDENTS EACH YEAR, AND AN AWARD-WINNING CENTER FOR WILDLIFE CARE AND REHABILITATION. BEYOND OUR EDUCATION PROGRAMS, THE AQUARIUM HAS WORKED DILIGENTLY TO ORGANIZE AND CARRY OUT BEACH CLEAN-UP EVENTS IN PARTNERSHIP WITH THE TEXAS GENERAL LAND OFFICE. IN ADDITION TO COORDINATING THESE EFFORTS, TSA STAFF CONDUCT EDUCATIONAL PROGRAMS THAT HIGHLIGHT THE EFFECTS GARBAGE HAVE ON REGIONAL WILDLIFE. FINALLY, OUR WILDLIFE REHABILITATION PROGRAM "WILDCARE" MINISTERS TO THE NEEDS OF HUNDREDS OF INJURED SHORE AND WATER BIRDS, MARINE TURTLES, AND MARINE MAMMALS EACH YEAR. IN THE LAST TWO YEARS, WE HAVE SUCCESSFULLY TREATED AND RELEASED 82 BIRDS. AND, SINCE 2007, WE HAVE SUCCESSFULLY TREATED 68 GREEN SEA TURTLES AND A NUMBER OF ATLANTIC BOTTLE NOSE DOLPHINS. IT IS THROUGH THESE AND MANY OTHER PROGRAMS THAT THE TEXAS STATE AQUARIUM HELPS PRESERVE OUR REGION'S RICH ENVIRONMENTAL HERITAGE AND EMPOWERS MILLIONS OF VISITORS TO TAKE ACTION TO HELP PRESERVE AND PROTECT OUR NATURAL ENVIRONMENT. AND FINALLY, AS A PRIVATE, NOT-FOR-PROFIT INSTITUTION, THE AQUARIUM HAS A TREMENDOUS ECONOMIC IMPACT (OVER 39 MILLION EACH YEAR) WITHOUT THE NEED FOR CITY, COUNTY OR STATE FUNDING SUBSIDIES. 666791 664640 AT THE HEART OF THE AQUARIUM'S MISSION, IS ENVIRONMENTAL EDUCATION. IN 2009, OVER 45,000 STUDENTS EXPERIENCED THE AQUARIUM THROUGH OUR OUTREACH AND DISTANCE LEARNING PROGRAMS. ONE EXAMPLE IS OUR GULF ALLIANCE PARTNERSHIP: BUILDING CULTURAL COMPETENCY IN EXPERIENTIAL ENVIRONMENTAL EDUCATION WHICH SPECIFICALLY TARGETS UNDERSERVED, UNDERREPRESENTED MIDDLE SCHOOL STUDENTS. ANOTHER PROGRAM THAT FOCUSES ON FIELD INVESTIGATIONS IS OUR SUNSET LAKE INVADERS PROGRAM. FUNDED BY NOAA'S COASTAL SERVICE CENTER, THIS STUDY INVOLVED HIGH SCHOOL STUDENTS RESEARCHING INVASIVE SPECIES, MAPPING THESE SPECIES, SUBMITTING DATA TO ON-LINE DATA BASE, DEVELOPING ERADICATION PLANS, AND PRESENTING THEIR RESULTS TO LOCAL CITY MANAGERS. THE AQUARIUM HAS ALSO CONDUCTED PROFESSIONAL DEVELOPMENT SESSIONS FOR OVER 4,500 TEACHERS. 8087870 true true false false false false false false false true true false false false false false true false false false false false false false true false false false false true false false false false false true false true true false false false false false false false false false true 23 0 true 228 true true true false false false false false X 55 54 true false false false false false false true true false false true true false false true true true false false X JULIO FLORES JR VPCFO 3618811280 2710 NORTH SHORELINE CORPUS CHRISTI TX 78402 RICH D TUTTLE 1.00 X X 0 0 0 JUDY HAWLEY 1.00 X X 0 0 0 REAGAN BROWN 1.00 X 0 0 0 JOHN W CREVELING SR 1.00 X 0 0 0 JOE ADAME 1.00 X 0 0 0 ALLEN BORDEN 1.00 X 0 0 0 JONI HARREL 1.00 X 0 0 0 R SCOTT HEITKAMP 1.00 X 0 0 0 CHARLES A CHARLIE HICKS 1.00 X 0 0 0 DR LARRY MCKINNEY 1.00 X 0 0 0 JULIE MCNEIL 1.00 X 0 0 0 PATTY NUSS 1.00 X 0 0 0 THOMAS E TOM DOBSON 1.00 X 0 0 0 ELINOR DONNELL 1.00 X 0 0 0 MARK MEYER 1.00 X 0 0 0 ALICE H SALLEE 1.00 X 0 0 0 SAM L SUSSER 1.00 X 0 0 0 LARRY URBAN 1.00 X 0 0 0 BARRY ANDREWS 1.00 X 0 0 0 PAT FROST 1.00 X 0 0 0 PETER HOLT 1.00 X 0 0 0 WALLACE L LUNDGREN 1.00 X 0 0 0 JEFF THOMAS 1.00 X 0 0 0 ESPERANZA HOPE ANDRADE 1.00 X 0 0 0 ROB HALL 1.00 X 0 0 0 MARK GOTTLICH 1.00 X 0 0 0 J TED OAKLEY 1.00 X 0 0 0 BONNIE B PEREIDA 1.00 X 0 0 0 MIKE SHAW 1.00 X 0 0 0 ROBERT A MAY 1.00 X 0 0 0 GAYLE RUNNELS 1.00 X 0 0 0 MAUREEN MILLER 1.00 X 0 0 0 EDDIE L GARCIA 1.00 X 0 0 0 KELEIGH SASSER 1.00 X 0 0 0 FRANK J SCANIO III 1.00 X 0 0 0 CELIKA STORM 1.00 X 0 0 0 GLORIA HICKS 1.00 X 0 0 0 LEE R JORDAN 1.00 X X 0 0 0 DR FLAVIUS KILLEBREW 1.00 X 0 0 0 JOSEPHINE MILLER 1.00 X 0 0 0 RICK PATEL 1.00 X 0 0 0 DENEECE ANN SQUIRES 1.00 X 0 0 0 NATHAN TAGGART 1.00 X 0 0 0 GEORGE TANNER 1.00 X 0 0 0 DENISE TAVARES 1.00 X 0 0 0 SYLVIA A WHITMORE 1.00 X 0 0 0 WILLARD E BROWN III 1.00 X 0 0 0 JOHN F DORN 1.00 X 0 0 0 BRUCE HAWN 1.00 X X 0 0 0 NINA JOHNSON 1.00 X X 0 0 0 PAULA DODD 1.00 X X 0 0 0 DR RB RANDY CUTLIP 1.00 X X 0 0 0 SUSAN HUTCHINSON 1.00 X X 0 0 0 DR ROBERT BOB FURGASON 1.00 X X 0 0 0 YMA URBAN 1.00 X 0 0 0 THOMAS SCHMID 40.00 X 182267 0 9100 JULIO FLORES 40.00 X 97769 0 4685 280036 13785 1 false true false 20740 427134 106143 447874 ADMISSIONS 4146849 4146849 EDUCATION PROGRAMS 664640 664640 MEMBERSHIPS 532779 532779 5344268 73424 73424 122950 -122950 -122950 -122950 20932 20740 4593 16339 16339 1294389 529996 764393 497523 266870 CONCESSIONS 675360 675360 PROGRAM REVENUES 405209 405209 OTHER INCOME 310561 310561 624579 555105 69474 2015709 8539057 7665076 336344 89763 280036 280036 3158778 2664131 343584 151063 82099 66513 11815 3771 381463 309041 54898 17524 257478 208595 37055 11828 223889 9293 200187 14409 6104 600 5504 10100 10100 406884 406309 575 382775 322130 38454 22191 128929 127618 1311 787783 769777 14630 3376 75482 60419 13103 1960 2064660 2064660 66443 66443 CONTRACTED SERVICES 225173 204975 10602 9596 COST OF FOOD CONCESSIONS 213518 213518 REPAIR & MAINTENANCE 192230 190158 2072 EQUIPMENT CHARGES 100143 73416 24877 1850 CAPITAL ADDITIONS 98631 98631 449495 298086 131675 19734 9592093 8087870 1246921 257302 2497526 2708417 2068868 2258302 127153 89491 28722 33577 202443 243678 161897 150810 50276525 31421248 20533634 18855277 1580964 1919371 35294 29728 27236501 26288651 332611 639174 56332 61322 2082947 1830774 2471890 2531270 X 18447818 17731472 4752443 4459959 1564350 1565950 24764611 23757381 27236501 26288651 X -1053036 45806 X false true true false X 1045939 1675980 830058 477354 447874 4477205 1045939 1675980 830058 477354 447874 4477205 1816553 2660652 274467 583130 652442 84816 73424 1668279 6145484 8193237 0.43290 0.40640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false 1580964 26824 311783 200 1919371 1566968 77865 -63819 50 1580964 1556643 8675 1850 200 1566968 0.05080 0.94920 false false false 3368241 3368241 37999734 25470042 12529692 5760354 5943289 -182935 3148196 7917 3140279 18855277 8539057 9592093 -1053036 263867 -218061 45806 -1007230 9121845 263867 82084 236837 582788 8539057 8539057 10129075 82084 -122950 577848 536982 9592093 9592093 RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 LOSSES REPORTED ON RETURN -122,950 COST OF GOODS SOLD 213,518 COKE SPONSORSHIPS 20,000 DONATED AUCTION ITEMS 3,319 COST OF GOODS SOLD -529,996 DONATED AUCTION ITEMS -3,319 OTHER -2,690 BOOK / TAX DEPRECIATION DIFFERENCE -41,843 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF GOODS SOLD 213,518 COKE SPONSORSHIPS 20,000 DONATED AUCTION ITEMS 3,319 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D COST OF GOODS SOLD 529,996 DONATED AUCTION ITEMS 3,319 OTHER 2,690 BOOK / TAX DEPRECIATION DIFFERENCE 41,843 SUPPLEMENTAL FINANCIAL INFORMATION SCHEDULE D, PAGE 4, PART XIV PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS THE NATURE OF THE ENDOWMENT FUND IS THAT THE CORPUS IS TO REMAIN INVESTED IN PERPETUITY, AND MANAGED BY THE TSA INVESTMENT COMMITTEE, UNDER THE GOVERNANCE OF THE TSA EXECUTIVE COMMITTEE. BASED ON THE DESIRE TO INCREASE THE SIZE OF THE ENDOWMENT, EVERY EFFORT WILL BE MADE TO REINVEST EARNED INCOME UNTIL SUCH TIME AS THE TRUSTEES FEEL THE ENDOWMENT HAS REACHED A CERTAIN MINIMUM LEVEL. CAPITAL APPRECIATION, OR GAIN IN THE FUND WILL REMAIN AS PART OF THE FUND CORPUS. ON AN ANNUAL BASIS, THE TSA STAFF AND EXECUTIVE COMMITTEE EVALUATES CURRENT NEEDS AND CASH FLOW PROJECTIONS, AND MAY MAKE RECOMMENDATIONS IN TERMS OF DISPERSAL OF EARNINGS. A DECISION TO UTILIZE THE ANNUAL EARNED INCOME MAY BE MADE BY A MAJORITY VOTE OF THE EXECUTIVE COMMITTEE. ANY DECISION TO USE ANY OF THE FUND IN ADDITION TO A GIVEN YEARS EARNED INCOME, NEEDS THE APPROVAL OF THE MAJORITY OF THE TRUSTEES. BEACH BALL 41672 20740 20932 4593 41672 20740 20932 4593 4593 16339 X X X X false false false false false false false false false THOMAS SCHMID 182267 9100 191367 144825 BORDEN INSURANCE BORDEN INSURANCE BOARD MEMBER 108750 PURCH'D INS.POLICIES false X 3 106143 false false false ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION THE TEXAS STATE AQUARIUM'S MISSION IS TO CONNECT PEOPLE WITH NATURE AND INSPIRE CONSERVATION OF THE GULF OF MEXICO. TO ACCOMPLISH THIS GOAL, THE AQUARIUM HAS DEVELOPED MORE THAN 25 PERMANENT AND SPECIAL EXHIBITS TO INTERPRET THE ANIMALS AND SENSITIVE ECOSYSTEMS OF THE GULF, EDUCATING MORE THAN 475,000 VISITORS ANNUALLY IN THE WONDERS OF THE MARINE WORLD. THE TEXAS STATE AQUARIUM PROMOTES AND ACTIVELY ENGAGES IN ENVIRONMENTAL CONSERVATION THROUGH A NUMBER OF PROGRAMS, INCLUDING A WILDLIFE REHABILITATION PROGRAM THAT MINISTERS TO THE NEEDS OF HUNDREDS OF SICK AND INJURED SHOREBIRDS, RAPTORS, SEA TURTLES AND MARINE MAMMALS EACH YEAR. FIRST ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A BEYOND OUR EDUCATION PROGRAMS, THE AQUARIUM HAS WORKED DILIGENTLY TO ORGANIZE AND CARRY OUT BEACH CLEAN-UP EVENTS IN PARTNERSHIP WITH THE TEXAS GENERAL LAND OFFICE. IN ADDITION TO COORDINATING THESE EFFORTS, TSA STAFF CONDUCT EDUCATIONAL PROGRAMS THAT HIGHLIGHT THE EFFECTS GARBAGE HAVE ON REGIONAL WILDLIFE. FINALLY, OUR WILDLIFE REHABILITATION PROGRAM "WILDCARE" MINISTERS TO THE NEEDS OF HUNDREDS OF INJURED SHORE AND WATER BIRDS, MARINE TURTLES, AND MARINE MAMMALS EACH YEAR. IN THE LAST TWO YEARS, WE HAVE SUCCESSFULLY TREATED AND RELEASED 82 BIRDS. AND, SINCE 2007, WE HAVE SUCCESSFULLY TREATED 68 GREEN SEA TURTLES AND A NUMBER OF ATLANTIC BOTTLE NOSE DOLPHINS. IT IS THROUGH THESE AND MANY OTHER PROGRAMS THAT THE TEXAS STATE AQUARIUM HELPS PRESERVE OUR REGION'S RICH ENVIRONMENTAL HERITAGE AND EMPOWERS MILLIONS OF VISITORS TO TAKE ACTION TO HELP PRESERVE AND PROTECT OUR NATURAL ENVIRONMENT. AND FINALLY, AS A PRIVATE, NOT-FOR-PROFIT INSTITUTION, THE AQUARIUM HAS A TREMENDOUS ECONOMIC IMPACT (OVER 39 MILLION EACH YEAR) WITHOUT THE NEED FOR CITY, COUNTY OR STATE FUNDING SUBSIDIES. SECOND ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4B 4,500 TEACHERS. ADDITIONAL INFORMATION FORM 990, PART VI THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, CHAIR-ELECT, VICE CHAIRS, SECRETARY, TREASURER, AND THE IMMEDIATE PAST-CHAIR, THREE ELECTED MEMBERS AT LARGE, UP TO FOUR MEMBERS APPOINTED BY THE CHAIR, AND THE PRESIDENT & CEO AS AN EX-OFFICIO MEMBER. THE MEMBERS AT-LARGE SHALL BE ELECTED BY THE BOARD OF TRUSTEES FROM NOMINEES PRESENTED BY THE GOVERNANCE AND NOMINATING COMMITTEE AND SERVE A ONE YEAR TERM. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE TO THE BOARD OF TRUSTEES WITH FULL POWER TO ACT IN THE OPERATION OF THE ASSOCIATION BETWEEN MEETINGS OF THE BOARD OF TRUSTEES. IT SHALL REPORT ITS ACTIONS AND REFER MATTERS OF POLICY TO THE BOARD OF TRUSTEES. MEETING OF THE EXECUTIVE COMMITTEE SHALL BE HELD AT SUCH TIMES AS MAY BE DETERMINED BY THE CHAIR. A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM. RELATED PARTY INFORMATION AMONG OFFICERS FORM 990, PAGE 6, PART VI, LINE 2 GLORIA HICKS CHARLIE HICKS TRUSTEE TRUSTEE MOTHER AND SON ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B FORMS 990 WILL BE AVAILABLE TO THE BOARD OF TRUSTEES BY E-MAIL SUBMISSION, PRIOR TO FILING. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONDUCTS A PERFORMANCE APPRAISAL OF THE PRESIDENT/CEO AT THE END OF THE YEAR. THEY HAVE ACCESS TO HISTORICAL SALARY DATA AND COMPARABLE SALARIES FROM SURVEY INFORMATION. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 EACH YEAR, THE ORGANIZATION WILL HAVE THE FEDERAL IRS TAX FORM 990, ANNUAL INDEPENDENT AUDIT REPORT, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE FOR REVIEW UPON REQUEST. OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 5 OTHER