INSTITUTE FOR THE STUDY OF EARTH AND MAN: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE FOR THE STUDY OF EARTH AND MAN (EIN 75-6052408)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201243209349306089
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

FieldValueIRS element (for citing)
Timestamp2012-11-15T13:08:18-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLENDER & ALLENDERBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line19617 FALLBROOK DRAddressLine1
CityDALLASCity
StateTXState
ZIP Code752436151ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN756052408EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE FOR THE STUDY OF EARTH &BusinessNameLine1
FieldValueIRS element (for citing)
Name ControlINSTNameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 750274AddressLine1
CityDALLASCity
StateTXState
ZIP Code75275ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameNANCY ALLENDERName
TitleCFOTitle
Date Signed2012-11-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameNANCY ALLENDERName
Phone2143437214Phone
Date Prepared2012-11-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDR LOUIS JACOBSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1P O BOX 750274AddressLine1
CityDALLASCity
StateTXState
ZIP Code75275ZIPCode
FieldValueIRS element (for citing)
Gross Receipts157305GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.SMU.EDU/ISEM/WebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1966YearFormation
State Legal DomicileTXStateLegalDomicile
Activity Or Mission DescriptionPROVIDE SUPPORT IN THE EARTH SCIENCE ARENA.ActivityOrMissionDescription
Nbr Voting Members Governing Body13NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year403879ContributionsGrantsPriorYear
Contributions Grants Current Year157163ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year43InvestmentIncomePriorYear
Investment Income Current Year142InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year403922TotalRevenuePriorYear
Total Revenue Current Year157305TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year41581GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY6525GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year110037SalariesEtcPriorYear
Salaries Etc Current Year112702SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year42825TotalFundrsngExpCurrentYear
Other Expense Prior Year185127OtherExpensePriorYear
Other Expenses Current Year178937OtherExpensesCurrentYear
Total Expenses Prior Year336745TotalExpensesPriorYear
Total Expenses Current Year298164TotalExpensesCurrentYear
Revenues Less Expenses Prior Year67177RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-140859RevenuesLessExpensesCY
Total Assets BOY188754TotalAssetsBOY
Total Assets EOY153018TotalAssetsEOY
Total Liabilities BOY180461TotalLiabilitiesBOY
Total Liabilities EOY248016TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY8293NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-94998NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionPROVIDE SUPPORT IN THE EARTH SCIENCE ARENA.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense46817Expense
DescriptionMULTIPLE PALEONTOLOGICAL, ANTHROPOLOGICAL & GEOLOGICAL PROJECTS (DOMESTIC AND INTERNATIONAL)Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense10930Expense
Grants6525Grants
DescriptionCONTINUING EDUCATION AND CONFERENCES, STUDENT & FACULTY SUPPORTDescription

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense176679Expense
DescriptionMULTI-DISCIPLINARY PROJECTS IN EARTH SCIENCESDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp176679TotalOfOtherProgramServiceExp
Total Program Service Expense234426TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredfalseScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Indoor Tanning ServicesfalseIndoorTanningServices
Nbr Voting Governing Body Members13NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ISEMBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2147684736TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13225 DANIEL AVEAddressLine1
CityDALLASCity
StateTXState
ZIP Code75275ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (15 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
LEIGHTON STEWARD
CHAIRMAN, BD1.00X000
MICHAEL FORREST
TRUSTEE1.00X000
PETER GAFFNEY
TRUSTEE1.00X000
JAMES GIBBS
TRUSTEE1.00X000
HERBERT HUNT
TRUSTEE1.00X000
DR BOBBY LYLE
TRUSTEE1.00X000
DR RAY MARR
TRUSTEE1.00X000
THOMAS MEURER
TRUSTEE1.00X000
CARTER MONTGOMERY
TRUSTEE1.00X000
JACK HAMILTON
TRUSTEE1.00X000
SCOTT WENDORF
TRUSTEE1.00X000
DIANA VINEYARD
SECRETARY20.004569306795X
DR LOUIS JACOBS
PRESIDENT, C30.002000002974X
NANCY ALLENDER
CFO12.001122001668X
DR JAMES E BROOKS
VICE CHAIRMA20.00700801042X
FieldValueIRS element (for citing)
Total Reportable Comp From Org83921TotalReportableCompFromOrg
Total Other Compensation12479TotalOtherCompensation
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions157163AllOtherContributions
Total Contributions157163TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column142TotalRevenueColumn
Related Or Exempt Function Income142RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column157305TotalRevenueColumn
Related Or Exempt Function Income142RelatedOrExemptFunctionIncome

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total6525Total
Program Services6525ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total92585Total
Program Services64809ProgramServices
Management And General13888ManagementAndGeneral
Fundraising13888Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total12482Total
Program Services8738ProgramServices
Management And General1872ManagementAndGeneral
Fundraising1872Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total7635Total
Program Services5345ProgramServices
Management And General1145ManagementAndGeneral
Fundraising1145Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total720Total
Fundraising720Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total25259Total
Program Services18980ProgramServices
Management And General1501ManagementAndGeneral
Fundraising4778Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total75047Total
Program Services56940ProgramServices
Management And General180ManagementAndGeneral
Fundraising17927Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total21867Total
Program Services21867ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total1500Total
Management And General1500ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
SUPPLIES, EQUIPMENT3951138211377923
MEALS935777172591381
SHULER MUSEUM44054405
BANKING FEES1271889191191

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total298164Total
Program Services234426ProgramServices
Management And General20913ManagementAndGeneral
Fundraising42825Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY155963BOY
EOY62386EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY32791BOY
EOY90632EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY188754BOY
EOY153018EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY180461BOY
EOY248016EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY180461BOY
EOY248016EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-377645BOY
EOY-518504EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY92263BOY
EOY129831EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY293675BOY
EOY293675EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8293BOY
EOY-94998EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY188754BOY
EOY153018EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-140859ReconcilationRevenueExpenses
Reconcilation Other Changes37568ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year157163CurrentTaxYear
Total157163Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year142CurrentTaxYear
Total142Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year157305CurrentTaxYear
Total157305Total
FieldValueIRS element (for citing)
Public Support Total509157305PublicSupportTotal509

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year157305CurrentTaxYear
Total157305Total
FieldValueIRS element (for citing)
Public Support Percentage5091.00000PublicSupportPercentage509
Investment Income Percentage0.00000InvestmentIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal ControlfalseDisclosedOrgsLegalControl
Disclosed For Charitable PurposesfalseDisclosedForCharitablePurposes
Written Policy MonitoringfalseWrittenPolicyMonitoring
Sect170h Requirements SatisfiedfalseSect170hRequirementsSatisfied
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DUE TO SMU$128,502
DUE TO ISEM FOUNDATION$119,514
FieldValueIRS element (for citing)
Total Of Amounts248016TotalOfAmounts

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantRESEARCH SUPPORTTypeOfGrant
Number Of Recipients7NumberOfRecipients
Amount Of Cash Grant6525AmountOfCashGrant

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ALL OTHER ACCOMPLISHMENT DESCRIPTIONFORM 990, PAGE 2, PART III, LINE 4DMULTI-DISCIPLINARY PROJECTS IN EARTH SCIENCES
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC

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