SEPM SOCIETY FOR SEDIMENTARY GEOLOGY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SEPM SOCIETY FOR SEDIMENTARY GEOLOGY (EIN 73-0596140)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-11
- IRS object ID
- 201201029349300140
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-11T17:16:09-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271125182 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTOG KALLENBERGER & SWARTHOUT PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 EAST 21ST STREET SUITE 300 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730596140 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEPM (SOCIETY FOR SEDIMENTARY GEOLOGY) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SEPM | NameControl |
| Phone | 9186103361 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4111 SOUTH DARLINGTON SUITE 100 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74135 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER R FIELDING | Name |
| Title | PRESIDENT | Title |
| Phone | 9186103361 | Phone |
| Date Signed | 2012-04-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL HARTOG | Name |
| PTIN | P00227703 | PTIN |
| Phone | 9187432581 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRISTOPHER R FIELDING | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4111 SOUTH DARLINGTON | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1966381 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SEPM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | THE PURPOSE OF THE SOCIETY IS TO ADVANCE THE SCIENCE OF STRATIGRAPHY THROUGH THE DISSEMINATION OF SCIENTIFIC KNOWLEDGE OF, PROMOTION OF, RESEARCH IN, AND OTHER CONTRIBUTIONS TO PALEONTOLOGY, SEDIMENTOLOGY, AND ALLIED DISCIPLINES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 303971 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 293691 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 697415 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 656897 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 39824 | InvestmentIncomePriorYear |
| Investment Income Current Year | 70063 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 248586 | OtherRevenuePriorYear |
| Other Revenue Current Year | 313664 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1289796 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1334315 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 420669 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 426691 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 822534 | OtherExpensePriorYear |
| Other Expenses Current Year | 660242 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1243203 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1096933 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 46593 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 237382 | RevenuesLessExpensesCY |
| Total Assets BOY | 3476947 | TotalAssetsBOY |
| Total Assets EOY | 3764450 | TotalAssetsEOY |
| Total Liabilities BOY | 641057 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 729162 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2835890 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3035288 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE SOCIETY IS DEDICATED TO THE DISSEMINATION OF SCIENTIFIC INFORMATION ON SEDIMENTOLOGY, STRATIGRAPHY, PALENTOLOGY, ENVIRONMENTAL SCIENCES, MARINE GEOLOGY, HYDROGEOLOGY, AND MANY ADDITIONAL RELATED SPECIALTIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 82768 | Expense |
| Revenue | 199447 | Revenue |
| Description | EDUCATIONAL AND RESEARCH CONFERENCES AND MEETINGS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 275535 | Expense |
| Revenue | 457450 | Revenue |
| Description | PUBLICATION OF SCIENTIFIC JOURNALS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 124054 | Expense |
| Revenue | 101420 | Revenue |
| Description | MEMBERSHIP ACTIVITIES | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 147271 | Expense |
| Description | CONTINUING EDUCATION PROGRAMS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 147271 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 629628 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEPM (SOCIETY FOR SEDIMENTARY GEOLO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9186103361 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4111 SOUTH DARLINGTON SUITE 100 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74135 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek |
|---|---|---|---|---|---|
| CHRIS FIELDING | |||||
| PRESIDENT | X | 0 | 0 | 0 | |
| DAVID A BUDD | |||||
| PRESIDENT-ELECT | X | 0 | 0 | 0 | |
| DIANE KAMOLA | |||||
| SECRETARY-TREASURER | X | 0 | 0 | 0 | |
| MARIA MUTTI | |||||
| INTERNATIONAL COUNCILOR | X | 0 | 0 | 0 | |
| DANITA S BRANDT | |||||
| COUNCILOR FOR PALEONTOLOGY | X | 0 | 0 | 0 | |
| JANOK BHATTACHARYA | |||||
| COUNCILOR FOR SEDIMENTOLOG | X | 0 | 0 | 0 | |
| SAM BENTLEY | |||||
| COUNCILOR FOR RES. ACTIV. | X | 0 | 0 | 0 | |
| PAUL MCCARTHY | |||||
| CO-EDITOR, JOURNAL OF SED | X | 0 | 0 | 0 | |
| GENE RANKEY | |||||
| CO-EDITOR, JOURNAL OF SED | X | 0 | 0 | 0 | |
| STEPHEN HASIOTIS | |||||
| CO-EDITOR, PALAIOS | X | 0 | 0 | 0 | |
| JOHN-PAUL ZONNEVELD | |||||
| CO-EDITOR, PALAIOS | X | 0 | 0 | 0 | |
| BRIAN RICKETTS | |||||
| CO-EDITOR, SPECIAL PUBS | X | 0 | 0 | 0 | |
| GARY NICHOLS | |||||
| CO-EDITOR, SPECIAL PUBS | X | 0 | 0 | 0 | |
| HOWARD E HARPER | |||||
| EXECUTIVE DIRECTOR | X | 96621 | 0 | 0 | 40.00 |
| THERESA L SCOTT | |||||
| ASSOCIATE DIRECTOR | X | 87458 | 0 | 5991 | 40.00 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 184079 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5991 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 288691 | MembershipDues |
| Government Grants | 5000 | GovernmentGrants |
| Total Contributions | 293691 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NON MEMBER SUBSCRIPTIO | 511120 | 457450 | 457450 |
| EDUCATIONAL & CONFER. | 541900 | 199447 | 199447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 656897 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51546 | TotalRevenueColumn |
| Exclusion | $51,546 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 212244 | TotalRevenueColumn |
| Exclusion | $212,244 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 418797 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 400280 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18517 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18517 | TotalRevenueColumn |
| Exclusion | $18,517 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 333206 | GrossSalesOfInventory |
| Cost Of Goods Sold | 231786 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101420 | TotalRevenueColumn |
| Related Or Exempt Function Income | 101420 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1334315 | TotalRevenueColumn |
| Related Or Exempt Function Income | 758317 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $282,307 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Program Services | 10000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184079 | Total |
| Management And General | 184079 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185062 | Total |
| Program Services | 80368 | ProgramServices |
| Management And General | 104694 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24803 | Total |
| Management And General | 24803 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32747 | Total |
| Program Services | 6180 | ProgramServices |
| Management And General | 26567 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357 | Total |
| Management And General | 357 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13712 | Total |
| Management And General | 13712 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6445 | Total |
| Management And General | 6445 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17832 | Total |
| Program Services | 17832 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37125 | Total |
| Management And General | 37125 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25629 | Total |
| Program Services | 22399 | ProgramServices |
| Management And General | 3230 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82768 | Total |
| Program Services | 82768 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9182 | Total |
| Management And General | 9182 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19144 | Total |
| Management And General | 19144 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| COST OF JOURNAL OF SED. | 163302 | 163302 |
| COST OF PUBLICATION - P | 110916 | 110916 |
| COST OF MEMBERSHIP ACTI | 94577 | 94577 |
| COST OF EDUCATION PROGR | 41286 | 41286 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37967 | Total |
| Management And General | 37967 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1096933 | Total |
| Program Services | 629628 | ProgramServices |
| Management And General | 467305 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141132 | BOY |
| EOY | 70111 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 907862 | BOY |
| EOY | 1195944 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272196 | BOY |
| EOY | 327287 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205315 | BOY |
| EOY | 273453 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40985 | BOY |
| EOY | 39124 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 236179 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 210848 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24072 | BOY |
| EOY | 25331 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1885385 | BOY |
| EOY | 1833200 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3476947 | BOY |
| EOY | 3764450 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24863 | BOY |
| EOY | 36517 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 616194 | BOY |
| EOY | 692645 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 641057 | BOY |
| EOY | 729162 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2835890 | BOY |
| EOY | 3035288 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2835890 | BOY |
| EOY | 3035288 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3476947 | BOY |
| EOY | 3764450 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 237382 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -37984 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 446565 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 573474 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 603167 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 558186 | CurrentTaxYearMinus1Year |
| Current Tax Year | 491168 | CurrentTaxYear |
| Total | 2672560 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 774151 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 797961 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 704017 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 651411 | CurrentTaxYearMinus1Year |
| Current Tax Year | 795656 | CurrentTaxYear |
| Total | 3723196 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1220716 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1371435 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1307184 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1209597 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1286824 | CurrentTaxYear |
| Total | 6395756 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 6395756 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 155886 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 222346 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 205495 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 228463 | CurrentTaxYearMinus1Year |
| Current Tax Year | 258348 | CurrentTaxYear |
| Total | 1070538 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 155886 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 222346 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 205495 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 228463 | CurrentTaxYearMinus1Year |
| Current Tax Year | 258348 | CurrentTaxYear |
| Total | 1070538 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1376602 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1593781 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1512679 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1438060 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1545172 | CurrentTaxYear |
| Total | 7466294 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.85660 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.86720 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.14340 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.13280 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 236179 | OtherCostOrOtherBasis |
| Depreciation | 210848 | Depreciation |
| Book Value | 25331 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25331 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (19 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| VANGUARD MONEY MARKET | 19596 | F |
| T. ROWE PRICE MID CAP FUND | 113752 | F |
| T. ROWE PRICE ST BOND FUND | 207391 | F |
| HARBOR INTERNATIONAL FUND | 73391 | F |
| DODGE & COX STOCK FUND | 159229 | F |
| DODGE & COX BALANCED FUND | 64523 | F |
| ISHARES RUSSELL MID CAP FUND | 8185 | F |
| ISHARES TR 2000 INDEX FUND | 7463 | F |
| MGRS PIMCO BOND FUND | 296037 | F |
| MUTUAL BEACON FUND | 112495 | F |
| AMERICAN STRAT CAP | 1180 | F |
| VANGUARD GROWTH ADMIRAL FUND | 210025 | F |
| VANGUARD MONEY MARKET FUND | 2001 | F |
| VANGUARD GROWTH | 100507 | F |
| OAKMARK INTERNATIONAL FUND | 109346 | F |
| OAKMARK SELECT FUND | 84525 | F |
| VANGUARD LT CORPORATE ADMIRAL | 102467 | F |
| VANGUARD TOTAL BOND INDEX ADMIRAL | 23943 | F |
| VANGUARD ST BOND INDEX | 137144 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1833200 | TotalOfBookValueSecurities |
| Total Revenue | 1334315 | TotalRevenue |
| Total Expenses | 1096933 | TotalExpenses |
| Excess Or Deficit For Year | 237382 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -37984 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -37984 | TotalAdjustments |
| Excess Or Deficit Per FS | 199398 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1528116 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -37984 | NetUnrealizedGainsInvestments |
| Other Revenues | 231785 | OtherRevenues |
| Revenue Not Rptd F990 | 193801 | RevenueNotRptdF990 |
| Revenue Subtotal | 1334315 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1334315 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1328718 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 231785 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 231785 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1096933 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1096933 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION'S MANAGEMENT BELIEVES THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008. |
| COST OF GOODS SOLD IS RECORDED ON FORM 990 IN PART VIII, LINE 10(B) WITH GROSS RECEIPTS FROM INVENTORY SALES. THE AUDITED FINANCIAL STATEMENTS REPORT INVENTORY SALES ON A GROSS BASIS AND COST OF SALES AS AN EXPENSE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KU ENDOWMENT ASSOCIATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 JAYHAWK BLVD | AddressLine1 |
| City | LAWRENCE | City |
| State | KS | State |
| ZIP Code | 66045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 480547734 | EINOfRecipient |
| IRC Section | 501(C)3 | IRCSection |
| Amount Of Cash Grant | 10000 | AmountOfCashGrant |
| Purpose Of Grant | ONLINE TREATISE ACCESS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL GRANTS ARE APPROVED BY MEMBERS OF THE BOARD. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DIANE CHILTON | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DIANE CHILTON IS THE SPOUSE OF THE EXECUTIVE DIRECTOR OF SEPM | Relationship |
| Amount Of Transaction | 5352 | AmountOfTransaction |
| Description Of Transaction | COMPENSATION FOR SERVICES RENDERED TO DIGITIZATION PROJECTS. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE ORGANIZATION'S MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW AND APPROVAL PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE OBTAINED ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE EXECUTIVE DIRECTOR (SUBJECT TO APPROVAL BY THE BOARD) IS DETERMINED BY THE COMPENSATION COMMITTEE WHICH USES COMPENSATION STUDIES OR SURVEYS. COMPENSATION OF OTHER KEY EMPLOYEES IS REVIEWED ANNUALLY BY THE EXECUTIVE DIRECTOR AND COMPENSATION USING PERFORMANCE AND COMPARABLE DATA FROM SIMILAR ORGANIZATIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON ITS WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -37,984. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEPM FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4111 SOUTH DARLINGTON SUITE 100 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731195514 | EIN |
| Primary Activities | PROMOTING THE SCIENCE OF STRATIGRAPHY BY ENCOURAGEING RESEARCH & EDUC. | PrimaryActivities |
| Legal Domicile State | OK | LegalDomicileState |
| Exempt Code Section | 501 C (3) | ExemptCodeSection |
| Public Charity Status | PUB SUPPORT >33 1/3% | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SEPM FOUNDATION INC | ||
| K | 8000 | BASED ON STAFF TIME |
| SEPM FOUNDATION INC | ||
| C | 5000 | CASH RECEIVED |