Civic Intelligence

Mortar Board National Foundation Fund

990 • Fiscal year 2015 • EIN 35-6043585

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 26, 2016

Organization ProfileWWW.MORTARBOARD.ORG
1200 Chambers Rd 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

56th percentile

0.15x

Higher debt load relative to assets than 56% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

92nd percentile

2.77x

Higher debt load relative to revenue than 92% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

27th percentile

-5.1%

Higher net margin than 27% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

64th percentile

$88,972

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 108.8% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

16th percentile

-7.6%

Faster asset growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-35%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$1,465,080

Down $119,735 (-7.6%) from 2014

Net Assets

Down

$1,238,792

Down $4,155 (-0.3%) from 2014

Liabilities

Down

$226,288

Down $115,580 (-34%) from 2014

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin27th percentile

Revenue

Down

$81,800

Down $43,879 (-35%) from 2014

Expenses

Down

$85,955

Down $13,039 (-13%) from 2014

Net Income

Down

-$4,155

Down $30,840 (-116%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2015

Assets$1,465,080
Liabilities$226,288
Net Assets$1,238,792
Open 2015 Filing

Operations Trend

Revenue Growth9th 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

2015

Revenue$81,800
Expenses$85,955
Net Income-$4,155
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 26, 2016
Return Version
2015v2.1
Gross Receipts
$140,584
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 in Publicly Traded Securities$1,547,562$1,441,565▼ $105,997
Cash and Non-Interest-Bearing Accounts$32,581$18,266▼ $14,315
Accounts Receivable$2,644$3,820▲ $1,176
Savings and Temporary Cash Investments$2,028$1,429▼ $599
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,584,815$1,465,080▼ $119,735
Liabilities
Other Liabilities$324,118$205,994▼ $118,124
Accounts Payable and Accrued Expenses$17,750$20,294▲ $2,544
Total Liabilities$341,868$226,288▼ $115,580
Net Assets / Fund Balance
Permanently Rstr Net Assets$872,816$953,376▲ $80,560
Unrestricted Net Assets$147,855$142,777▼ $5,078
Temporarily Rstr Net Assets$222,276$142,639▼ $79,637
Total Net Assets Fund Balance$1,242,947$1,238,792▼ $4,155
Total Liabilities and Net Assets / Fund Balance$1,584,815$1,465,080▼ $119,735

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$6,480$6,480

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,223,444$82,912▼ $35,439$30,572$1,235,571
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
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Jane a HamblinExec Director, Ex-officioPT$88,972$88,972

Board Members and Trustees

NameTitle
Dr Denise RodeTrustee, President
Dr Mabel G FreemanTrustee, Vice-president
Dr Abigail Diehl-entry 8215Ex-officio Trustee
Jane Beyer-exit 8215Ex-officio Trustee
Mr Mohammed Hill-entry 8215Ex-officio Trustee
Dr Barb Arnold-entry 62215Trustee
Dr Jane K SmithTrustee
Dr M Starling-entry 8215Trustee
Dr Sally J SteadmanTrustee
Mr Tony VidmarTrustee
Ms Kathryne MackenzieTrustee
Ms Mr Carleton-entry 62215Trustee
Capt Sally WatlingtonTrustee, Secretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$109,962
Program Service Revenue
$0
Investment Income
$-35,439
Other Revenue
$7,277
All Other Contributions
$109,962
Change in Net Assets
$-4,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$47,398
Other Expenses$38,557
Total Fundraising Expense$8,373
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$11,898--$11,898
Conferences and Meetings$4,834$2,833$1,795$9,462
Other Expenses$2,417$218$2,325$4,960
Fees for Services Accounting-$3,200-$3,200
Fees for Services Other-$1,244-$1,244
Total Functional Expenses$61,813$15,769$8,373$85,955
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mortar Board IncColumbus, OH501(c)(3)Operating Expenses$11,851
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$205,994
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 NO 201, COLUMBUS, OH 43212

Signing Officer

Name
Jane a Hamblin
Title
Executive Director
Phone
6144884094
Signed
2016-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane a Hamblin
Formed
1961
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Schneider Downs & Co Inc
Address
65 E STATE ST STE 2000, COLUMBUS, OH 43215
Preparer
Eugene J Logan
Phone
6146214060
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Endowment funds support graduate fellowships and leadership programming.”

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, 2015 and 2014. The statutory tax years since 2012 remain open to examination.”

Raw XML AppendixShowing 400 of 534 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/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE, SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3EX-OFFICIO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/OtherExpensesGrp/Desc0PRINTING AND BROCHURES
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc2POSTAGE AND MAILING
IRS990/OtherExpensesGrp/FundraisingAmt04253
IRS990/OtherExpensesGrp/FundraisingAmt12325
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02812
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15462
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2218
IRS990/OtherExpensesGrp/ProgramServicesAmt07164
IRS990/OtherExpensesGrp/ProgramServicesAmt12417
IRS990/OtherExpensesGrp/TotalAmt014229
IRS990/OtherExpensesGrp/TotalAmt15462
IRS990/OtherExpensesGrp/TotalAmt24960
IRS990/OtherLiabilitiesGrp/BOYAmt0324118
IRS990/OtherLiabilitiesGrp/EOYAmt0205994
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE FEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07019
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07019
IRS990/OtherRevenueTotalAmt07019
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0872816
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0953376
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JANE A HAMBLIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS TO MORTAR BOARD, INC., WHICH PROVIDES SCHOLARSHIP, LEADERSHIP AND SERVICE INITIATIVES TO 174 CHAPTERS AT COLLEGES AND UNIVERSITIES ACROSS THE U.S.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011851
IRS990/ProgSrvcAccomActy2Grp/GrantAmt011851
IRS990/ProgSrvcAccomActy3Grp/Desc0PROGRAM COSTS IN SUPPORT OF PUBLICATION, TRAINING, CONFERENCE, AND RECOGNITION FOR MORE THAN 6,000 CURRENT MEMBERS AND 250,000 ALUMNI OF A MORTAR BOARD NATIONAL HONOR SOCIETY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014415
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt07019
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS TO MORTAR BOARD NATIONAL HONOR SOCIETY CHAPTERS IN SUPPORT OF CAMPUS SERVICE PROJECTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt047
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt047
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt077064
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt051743
IRS990/PYInvestmentIncomeAmt032155
IRS990/PYOtherExpensesAmt047251
IRS990/PYOtherRevenueAmt016460
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt026685
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt098994
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0125679
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-4155
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0258
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0258
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02028
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01429
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt063674
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt063674
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0109962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt077064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0166176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt079374
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0468706
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023603
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt032368
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt025958
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt037673
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07300
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0126902
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023603
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt032368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt025958
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt037673
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07300
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0126902
IRS990ScheduleA/InvestmentIncomeCYPct00.20060
IRS990ScheduleA/InvestmentIncomePYPct00.24210
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt07019
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt016246
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt06562
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt06067
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01025
IRS990ScheduleA/OtherIncome509Grp/TotalAmt036919
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.64030
IRS990ScheduleA/PublicSupportPY509Pct00.68720
IRS990ScheduleA/PublicSupportTotal509Amt0405032
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt063674
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt063674
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0109962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077064
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0166176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt079374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036130
IRS990ScheduleA/Total509Grp/TotalAmt0468706
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0140584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0125678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0198696
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0123114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044455
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0632527
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/BoardDesignatedBalanceEOYPct00.11000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04774
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01223444
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt082912
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01235571
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-35439
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt030572
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04109
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01194662
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt057155
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01223444
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt042857
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt067121
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04504
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0953649
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0146127
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01194662
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0141995
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt042605
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04123
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0876243
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt055154
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0953649
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068332
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt041957
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0875322
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0876243
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0921
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06480
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06480
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0205994
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INVESTMENTS HELD FOR MORTAR BOARD INC
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.77000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS SUPPORT GRADUATE FELLOWSHIPS AND LEADERSHIP PROGRAMMING.
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, 2015 AND 2014. THE STATUTORY TAX YEARS SINCE 2012 REMAIN OPEN TO EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.12000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0205994
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt035500

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,465,080
Liabilities
$226,288
Net assets
$1,238,792
Revenue
$81,800
Expenses
$85,955
Net income
-$4,155
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