Civic Intelligence

Mortar Board National Foundation Fund

990 • Fiscal year 2014 • EIN 35-6043585

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Organization ProfileWWW.MORTARBOARD.ORG
1200 Chambers Rd Suite 201 No 201Columbus, OH 43212

(614) 488-4094

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.22x

Higher debt load relative to assets than 62% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

91st percentile

2.72x

Higher debt load relative to revenue than 91% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

64th percentile

$87,227

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 69.4% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

50th percentile

2.0%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-37%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$1,584,815

Up $30,439 (+2.0%) from 2013

Net Assets

Up

$1,242,947

Up $37,387 (+3.1%) from 2013

Liabilities

Down

$341,868

Down $6,948 (-2.0%) from 2013

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin79th percentile

Revenue

Down

$125,679

Down $73,017 (-37%) from 2013

Expenses

Up

$98,994

Up $5,814 (+6.2%) from 2013

Net Income

Down

$26,685

Down $78,831 (-75%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,279,289Liabilities 2010: $400,079Net Assets 2010: $879,2102010Assets 2013: $1,554,376Liabilities 2013: $348,816Net Assets 2013: $1,205,5602013Assets 2014: $1,584,815Liabilities 2014: $341,868Net Assets 2014: $1,242,9472014Assets 2015: $1,465,080Liabilities 2015: $226,288Net Assets 2015: $1,238,7922015Assets 2016: $1,820,963Liabilities 2016: $225,115Net Assets 2016: $1,595,8482016Assets 2017: $2,213,269Liabilities 2017: $233,142Net Assets 2017: $1,980,1272017Assets 2018: $2,053,253Liabilities 2018: $158,467Net Assets 2018: $1,894,7862018Assets 2019: $2,497,105Liabilities 2019: $182,579Net Assets 2019: $2,314,5262019Assets 2020: $2,788,022Liabilities 2020: $182,016Net Assets 2020: $2,606,0062020Assets 2021: $3,335,687Liabilities 2021: $236,992Net Assets 2021: $3,098,6952021Assets 2022: $3,043,470Liabilities 2022: $160,392Net Assets 2022: $2,883,0782022Assets 2023: $3,270,040Liabilities 2023: $102,005Net Assets 2023: $3,168,0352023Assets 2024: $3,255,194Liabilities 2024: $22,521Net Assets 2024: $3,232,6732024

Highlighted filing

2014

Assets$1,584,815
Liabilities$341,868
Net Assets$1,242,947
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $95,9722010Revenue 2013: $198,696Expenses 2013: $93,180Net Income 2013: $105,5162013Revenue 2014: $125,679Expenses 2014: $98,994Net Income 2014: $26,6852014Revenue 2015: $81,800Expenses 2015: $85,955Net Income 2015: -$4,1552015Revenue 2016: $397,868Expenses 2016: $107,468Net Income 2016: $290,4002016Revenue 2017: $353,444Expenses 2017: $84,632Net Income 2017: $268,8122017Revenue 2018: $333,489Expenses 2018: $109,967Net Income 2018: $223,5222018Revenue 2019: $260,304Expenses 2019: $130,563Net Income 2019: $129,7412019Revenue 2020: $143,594Expenses 2020: $117,175Net Income 2020: $26,4192020Revenue 2021: $134,557Expenses 2021: $116,423Net Income 2021: $18,1342021Revenue 2022: $326,003Expenses 2022: $163,983Net Income 2022: $162,0202022Revenue 2023: $170,875Expenses 2023: $246,162Net Income 2023: -$75,2872023Revenue 2024: $301,408Expenses 2024: $479,857Net Income 2024: -$178,4492024

Highlighted filing

2014

Revenue$125,679
Expenses$98,994
Net Income$26,685
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$125,679
Mission and Program Overview

Mission

Mortar board national foundation fund supports mortar board, inc. In leadership development training and program development and provides fellowship grants to members for graduate and professional study.

Mortar board national foundation fund exists to support the mission of mortar board, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,499,915$1,547,562▲ $47,647
Cash and Non-Interest-Bearing Accounts$54,461$34,609▼ $19,852
Accounts Receivable-$2,644-
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,554,376$1,584,815▲ $30,439
Liabilities
Other Liabilities$329,220$324,118▼ $5,102
Accounts Payable and Accrued Expenses$19,596$17,750▼ $1,846
Total Liabilities$348,816$341,868▼ $6,948
Net Assets / Fund Balance
Permanently Rstr Net Assets$828,011$872,816▲ $44,805
Temporarily Rstr Net Assets$366,651$222,276▼ $144,375
Unrestricted Net Assets$10,898$147,855▲ $136,957
Total Net Assets Fund Balance$1,205,560$1,242,947▲ $37,387
Total Liabilities and Net Assets / Fund Balance$1,554,376$1,584,815▲ $30,439

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$6,480$6,480
Other Securities$1,547,562--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,194,662$57,155▲ $42,857$67,121$1,223,444
2013$953,649$146,127▲ $141,995$42,605$1,194,662
2012$876,243$55,154▲ $68,332$41,957$953,649
2011$875,322-▲ $921-$876,243
2010$913,395$44,721▲ $11,888$86,319$875,322
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Jane a HamblinExec Director, Ex-officioFT$87,227$87,227

Board Members and Trustees

NameTitle
Dr Denise RodeTrustee, President
Dr Mabel G FreemanTrustee, Vice-president
Dr Jane K SmithTrustee
Dr Sally J SteadmanTrustee
Mr Tony VidmarTrustee
Ms Kathryne MackenzieTrustee
Dr Marty Starlingentry 8313Ex-officio
Jane Beyer Entry 8313Ex-officio
Capt Sally WatlingtonSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$77,064
Program Service Revenue
$0
Investment Income
$32,155
Other Revenue
$16,460
All Other Contributions
$77,064
Change in Net Assets
$26,685

Audited Revenue Reconciliation

Revenue per Audited Statements
$125,679
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$29,472
Total Revenue per Audited Statements
$155,151
Total Revenue per Form 990
$125,679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,743
Other Expenses$47,251
Total Fundraising Expense$7,657
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$35,500--$35,500
Grants to Domestic Orgs$16,243--$16,243
Conferences and Meetings$9,654$599$1,430$11,683
Other Expenses$4,805$312$1,253$6,370
Fees for Services Accounting-$4,200-$4,200
Fees for Services Other-$1,117-$1,117
Total Functional Expenses$73,482$17,855$7,657$98,994

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$117,764
Expenses per Audited Statements$98,994
Total Expenses per Form 990$98,994
Expenses Not Reported on Form 990$18,770
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mortar Board IncColumbus, OH501(c)(3)Operating Expenses$14,346
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investments Held for Mortar Board Inc$324,118
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
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, Part VI, Section B, Line 11

“The board and management reviews the 990 after it is prepared by schneider downs and before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Review annual conflict of interest policy with governing board, annual signing of form is expected of each. Management reviews each form and assures no conflict has been disclosed.”

Form 990, Part VI, Section C, Line 19

“These documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Mortar Board National Foundation Fund
EIN
35-6043585
Phone
6144884094
Address
1200 CHAMBERS RD SUITE 201 NO 201, COLUMBUS, OH 43212

Signing Officer

Name
Jane a Hamblin
Title
Executive Director
Phone
6144884094
Signed
2015-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane a Hamblin
Formed
1961
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
11

Preparer

Firm
Schneider Downs & Co Inc
Address
41 S HIGH ST STE 2100, COLUMBUS, OH 43215
Preparer
Tod E Wilson
Phone
6146214060
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation's purpose is to award graduate fellowships and chapter grants and to fund leadership initiatives.”

PART X, LINE 2:

“The foundation is exempt from federal taxes on income under section 501(c)(3) of the internal revenue code. The foundation has not identified any material uncertain tax positions requiring recognition or disclosure in the financial statements. There were no interest or penalties recognized in the statement of activities and change in net assets for the periods ended december 31, 2014 and october 31, 2013. The statutory tax years since 2011 remain open to examination.”

Raw XML AppendixShowing 400 of 515 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/ProgSrvcAccomActy3Grp/ExpenseAmt021739
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt06195
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS TO MORTAR BOARD NATIONAL HONOR SOCIETY CHAPTERS IN SUPPORT OF COMMUNITY SERVICE PROJECTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01897
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt01897
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0166176
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt046570
IRS990/PYInvestmentIncomeAmt025737
IRS990/PYOtherExpensesAmt046610
IRS990/PYOtherRevenueAmt06783
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0105516
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt093180
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0198696
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt026685
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0213
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0213
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt077064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0166176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt079374
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0399940
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt032368
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025958
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt037673
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07300
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt037631
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0140930
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025958
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt037673
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07300
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt037631
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0140930
IRS990ScheduleA/InvestmentIncomeCYPct00.24210
IRS990ScheduleA/InvestmentIncomePYPct00.24640
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt016246
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt06562
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt06067
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01025
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt011240
IRS990ScheduleA/OtherIncome509Grp/TotalAmt041140
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.68720
IRS990ScheduleA/PublicSupportPY509Pct00.71040
IRS990ScheduleA/PublicSupportTotal509Amt0399940
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077064
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0166176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036130
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041196
IRS990ScheduleA/Total509Grp/TotalAmt0399940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0125678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0198696
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0123114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044455
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt090067
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0582010
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.05000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04109
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01194662
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt057155
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01223444
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt042857
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt067121
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04504
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0953649
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0146127
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01194662
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0141995
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt042605
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04123
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0876243
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt055154
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0953649
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068332
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt041957
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0875322
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0876243
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0921
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08363
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0913395
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt044721
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0875322
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011888
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt086319
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt018770
IRS990ScheduleD/DonatedServicesUseFcltsAmt018770
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06480
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06480
IRS990ScheduleD/ExpensesNotReportedAmt018770
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt098994
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt010702
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0324118
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INVESTMENTS HELD FOR MORTAR BOARD INC
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01547562
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MARKETABLE SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.75000
IRS990ScheduleD/RevenueNotReportedAmt029472
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0125679
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S PURPOSE IS TO AWARD GRADUATE FELLOWSHIPS AND CHAPTER GRANTS AND TO FUND LEADERSHIP INITIATIVES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS EXEMPT FROM FEDERAL TAXES ON INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS FOR THE PERIODS ENDED DECEMBER 31, 2014 AND OCTOBER 31, 2013. THE STATUTORY TAX YEARS SINCE 2011 REMAIN OPEN TO EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.20000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01547562
IRS990ScheduleD/TotalExpensesPerForm990Amt098994
IRS990ScheduleD/TotalLiabilityAmt0324118
IRS990ScheduleD/TotalRevenuePerForm990Amt0125679
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0155151
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0117764
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt035500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FELLOWSHIP GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/RecipientTable/CashGrantAmt014346
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MORTAR BOARD INC
IRS990ScheduleI/RecipientTable/RecipientEIN0351082961
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01200 CHAMBERS ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043212
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE NATIONAL OFFICE STAFF, ON BEHALF OF THE MORTAR BOARD NATIONAL FOUNDATION, OBSERVES THE MATRICULATION AND ACADEMIC PROGRESS OF EACH WINNER OF A MORTAR BOARD FELLOWSHIP.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD AND MANAGEMENT REVIEWS THE 990 AFTER IT IS PREPARED BY SCHNEIDER DOWNS AND BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW ANNUAL CONFLICT OF INTEREST POLICY WITH GOVERNING BOARD, ANNUAL SIGNING OF FORM IS EXPECTED OF EACH. MANAGEMENT REVIEWS EACH FORM AND ASSURES NO CONFLICT HAS BEEN DISCLOSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,584,815
Liabilities
$341,868
Net assets
$1,242,947
Revenue
$125,679
Expenses
$98,994
Net income
$26,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.02$3.23$0.30$0.48$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.10$3.17$0.17$0.25$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.04$0.16$2.88$0.33$0.16$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.34$0.24$3.10$0.13$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.79$0.18$2.61$0.14$0.12$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.50$0.18$2.31$0.26$0.13$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.16$1.89$0.33$0.11$0.22
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.23$1.98$0.35$0.08$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.82$0.23$1.60$0.40$0.11$0.29
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.23$1.24$0.08$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.34$1.24$0.13$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.55$0.35$1.21$0.20$0.09$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.40$0.88$0.10