Civic Intelligence

Mortar Board Inc

EIN 35-1082961 • 501(c)3 • Columbus, OH

Profile

Mortar board, inc. Is the premier national honor society recognizing college seniors for superior achievement in scholarship, leadership, and service.

1200 Chambers Road Suite 201Columbus, OH 43212

www.mortarboard.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

2.17x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.18x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

5th percentile

-54%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

54th percentile

9.6%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Down

$44,005

Down $114,687 (-72%) from 2023

Liabilities

Down

$95,634

Down $44,083 (-32%) from 2023

Net Assets

Down

-$51,629

Down $70,604 (-372%) from 2023

Revenue

Up

$518,676

Up $113,480 (+28%) from 2023

Expenses

Up

$596,276

Up $112,480 (+23%) from 2023

Net Income

Up

-$77,600

Up $1,000 (+1.3%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0-$200KAssets 2010: $455,021Liabilities 2010: $67,737Net Assets 2010: $387,2842010Assets 2013: $507,240Liabilities 2013: $200,505Net Assets 2013: $306,7352013Assets 2014: $428,292Liabilities 2014: $185,318Net Assets 2014: $242,9742014Assets 2015: $308,256Liabilities 2015: $116,383Net Assets 2015: $191,8732015Assets 2016: $334,243Liabilities 2016: $129,608Net Assets 2016: $204,6352016Assets 2017: $302,114Liabilities 2017: $112,785Net Assets 2017: $189,3292017Assets 2018: $190,115Liabilities 2018: $85,187Net Assets 2018: $104,9282018Assets 2019: $205,411Liabilities 2019: $202,981Net Assets 2019: $2,4302019Assets 2020: $296,759Liabilities 2020: $151,787Net Assets 2020: $144,9722020Assets 2021: $330,137Liabilities 2021: $131,977Net Assets 2021: $198,1602021Assets 2022: $209,066Liabilities 2022: $121,217Net Assets 2022: $87,8492022Assets 2023: $158,692Liabilities 2023: $139,717Net Assets 2023: $18,9752023Assets 2024: $44,005Liabilities 2024: $95,634Net Assets 2024: -$51,6292024

Highlighted filing

2024

Assets$44,005
Liabilities$95,634
Net Assets-$51,629

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $605,1462010Revenue 2013: $593,839Expenses 2013: $656,607Net Income 2013: -$62,7682013Revenue 2014: $606,914Expenses 2014: $673,335Net Income 2014: -$66,4212014Revenue 2015: $581,647Expenses 2015: $623,852Net Income 2015: -$42,2052015Revenue 2016: $604,716Expenses 2016: $605,295Net Income 2016: -$5792016Revenue 2017: $525,229Expenses 2017: $567,210Net Income 2017: -$41,9812017Revenue 2018: $586,237Expenses 2018: $658,139Net Income 2018: -$71,9022018Revenue 2019: $529,227Expenses 2019: $657,285Net Income 2019: -$128,0582019Revenue 2020: $535,434Expenses 2020: $392,892Net Income 2020: $142,5422020Revenue 2021: $513,485Expenses 2021: $460,297Net Income 2021: $53,1882021Revenue 2022: $431,886Expenses 2022: $514,338Net Income 2022: -$82,4522022Revenue 2023: $405,196Expenses 2023: $483,796Net Income 2023: -$78,6002023Revenue 2024: $518,676Expenses 2024: $596,276Net Income 2024: -$77,6002024

Highlighted filing

2024

Revenue$518,676
Expenses$596,276
Net Income-$77,600

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.96$0.52$5.19$5.96$0.78
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$1.40$0.19$4.05$4.84$0.79
2022Detailed filing. Detailed filing data is available for this year.$2.09$1.21$0.88$4.32$5.14$0.82
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$1.32$1.98$5.13$4.60$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$1.52$1.45$5.35$3.93$1.43
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$2.03$0.02$5.29$6.57$1.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.85$1.05$5.86$6.58$0.72
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$1.13$1.89$5.25$5.67$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$1.30$2.05$6.05$6.05$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$1.16$1.92$5.82$6.24$0.42
2014Detailed filing. Detailed filing data is available for this year.$4.28$1.85$2.43$6.07$6.73$0.66
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$2.01$3.07$5.94$6.57$0.63
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$0.68$3.87$6.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$539,148
Mission and Program Overview

Mission

Mortar board, inc. Is the premier national honor society recognizing college seniors for superior achievement in scholarship, leadership, and service.

Mortar board, inc. Is a national society whose purpose is to facilitate cooperation among these societies, to contribute to the self-awareness of its members, to promote equal opportunities among all peoples, to emphasize the advancement of the status of women, to support the ideals of the university, to advance a spirit of scholarship, to recognize and encourage leadership, to provide service, and to establish the opportunity for a meaningful exchange of ideas as individuals and as a group.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$52,245$30,855▼ $21,390
Inventories for Sale or Use$24,457$13,150▼ $11,307
Other Assets Total$81,990--
Total Assets$158,692$44,005▼ $114,687
Liabilities
Accounts Payable and Accrued Expenses$139,717$95,634▼ $44,083
Total Liabilities$139,717$95,634▼ $44,083
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,975$-51,629▼ $70,604
Total Net Assets Fund Balance$18,975$-51,629▼ $70,604
Total Liabilities and Net Assets / Fund Balance$158,692$44,005▼ $114,687
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dr Kirsten FoxExecutive DiPT$105,575$105,575

Board Members and Trustees

NameTitle
Nathan CordlePresident El
Leslie EllisAlumni Rep-a
Mr Mohammed HillAlumni Rep-a
Wilson ChanAlumni Rep-a
Ms Kathryn ChickImdt. Past P
Dr Cassandra LucasNational Pre
Aimee AbernathySecretary
Catherine VerscheldenSecretary
Annanya SinhaStudent Rep-
Gabrielle TessierStudent Rep-
Makayla JohnsonStudent Rep-
Sierra Malik-misselhornStudent Rep-
Ms Jennifer Birch SzolwinskiTreasurer
Dr Patience WhitworthVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$366,613
Program Service Revenue
$115,348
Investment Income
$0
Other Revenue
$36,715
All Other Contributions
$2,500
Change in Net Assets
$-77,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$323,065
Salaries, Compensation, and Employee Benefits$273,211
Total Fundraising Expense$19,582
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$184,095--$184,095
Other Salaries and Wages$113,774$5,790$8,686$128,250
Current Officers, Directors, Trustees, and Key Employees$93,658$4,767$7,150$105,575
Fees for Services Management$15,000$27,479-$42,479
Other Employee Benefits$32,144$5,828$1,414$39,386
Occupancy$12,048$5,052$2,332$19,432
Office Expenses$16,094$3,242-$19,336
Travel-$8,225-$8,225
Other Expenses$15,024$775-$775
Total Functional Expenses$489,976$86,718$19,582$596,276
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

There is one delegate from each chapter who may vote to change the organization's bylaws, meeting once each year in national conference. A national council of eight elected members works with management on day-to- day progress of the society.

Form 990, Page 6, Part VI, Line 7A

The official delegates, described previously, may vote once per year, meeting in national conference, to elect members of the national council.

Form 990, Page 6, Part VI, Line 11B

The national council will have an opportunity to review the form 990.

Form 990, Page 6, Part VI, Line 12C

Annually, members of the national council and staff sign the conflict of interest policy and each signed form is kept on file so it will be available for review should a need arise.

Form 990, Page 6, Part VI, Line 15A

The national council reviewed salary information from peer organizations.

Form 990, Page 6, Part VI, Line 19

These documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Mortar Board Inc
EIN
35-1082961
Phone
6144884094
Address
1200 CHAMBERS ROAD SUITE 201, COLUMBUS, OH 43212

Signing Officer

Name
Dr Kirsten Fox
Title
Executive Director
Phone
6144884094
Signed
2025-11-14

Organization Details

Principal Officer
Dr Kirsten Fox
Formed
1938
Legal Domicile
In
Voting Board Members
14
Independent Board Members
14
Employees
8
Volunteers
150

Preparer

Firm
Wells CPA LLC
Address
215 N FRONT ST STE 110, COLUMBUS, OH 43215
Preparer
Donald Wells
Phone
6143968974
Raw XML AppendixShowing 400 of 500 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0MORTAR BOARD, INC. IS THE PREMIER NATIONAL HONOR SOCIETY RECOGNIZING COLLEGE SENIORS FOR SUPERIOR ACHIEVEMENT IN SCHOLARSHIP, LEADERSHIP, AND SERVICE.
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt039386
IRS990/OtherExpensesGrp/Desc0EQUIPMENT & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1CHAPTER SUPPORT
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3EXPANSION & REACTIVATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010767
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114793
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2775
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IRS990/OtherExpensesGrp/ProgramServicesAmt115024
IRS990/OtherExpensesGrp/TotalAmt018906
IRS990/OtherExpensesGrp/TotalAmt115024
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DR KIRSTEN FOX
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0NATIONAL CONFERENCE
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IRS990/ProgSrvcAccomActy2Grp/Desc0CHAPTER SUPPORT - RESOURCES, GUIDANCE, AND TRAINING PROVIDED TO LOCAL CHAPTERS TO STRENGTHEN OPERATIONS, ENGAGEMENT, AND MEMBER DEVELOPMENT. THIS INCLUDES ADVISING, MENTORING, PROGRAM MATERIALS, AND VIRTUAL OR IN-PERSON SUPPORT THROUGHOUT THE YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt015024
IRS990/ProgSrvcAccomActy3Grp/Desc0NATIONAL CONFERENCE - PLANNING AND EXECUTION OF THE SOCIETYS ANNUAL CONFERENCE, INCLUDING EDUCATIONAL SESSIONS, NETWORKING, AND LEADERSHIP ACTIVITIES FOR MEMBERS AND ALUMNI. IT ALSO COVERS MATERIALS AND LOGISTICS TO ENSURE A MEANINGFUL EXPERIENCE FOR ALL PARTICIPANTS.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0115348
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IRS990/PYRevenuesLessExpensesAmt0-78600
IRS990/PYSalariesCompEmpBnftPaidAmt0311148
IRS990/PYTotalExpensesAmt0483796
IRS990/PYTotalRevenueAmt0405196
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-77600
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0151655
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt06608
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt011230
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt08573
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt026411
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 26,168
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0366613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0377394
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0273252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0393863
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0172997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01584119
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt030004
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014784
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt044789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0163174
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0178142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0111201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0341004
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0830215
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt030004
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014784
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt044789
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt09361
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07100
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt03058
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt06649
IRS990ScheduleA/OtherIncome509Grp/TotalAmt026168
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IRS990ScheduleA/PublicSupportCY509Pct00.96080
IRS990ScheduleA/PublicSupportPY509Pct00.96060
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt011230
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt08573
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IRS990ScheduleA/Total509Grp/TotalAmt02414334
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0538126
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0535434
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02485291
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS ONE DELEGATE FROM EACH CHAPTER WHO MAY VOTE TO CHANGE THE ORGANIZATION'S BYLAWS, MEETING ONCE EACH YEAR IN NATIONAL CONFERENCE. A NATIONAL COUNCIL OF EIGHT ELECTED MEMBERS WORKS WITH MANAGEMENT ON DAY-TO- DAY PROGRESS OF THE SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICIAL DELEGATES, DESCRIBED PREVIOUSLY, MAY VOTE ONCE PER YEAR, MEETING IN NATIONAL CONFERENCE, TO ELECT MEMBERS OF THE NATIONAL COUNCIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE NATIONAL COUNCIL WILL HAVE AN OPPORTUNITY TO REVIEW THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUALLY, MEMBERS OF THE NATIONAL COUNCIL AND STAFF SIGN THE CONFLICT OF INTEREST POLICY AND EACH SIGNED FORM IS KEPT ON FILE SO IT WILL BE AVAILABLE FOR REVIEW SHOULD A NEED ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE NATIONAL COUNCIL REVIEWED SALARY INFORMATION FROM PEER ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MORTAR BOARD NATIONAL FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0356043585
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH

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