Civic Intelligence

Mortar Board National Foundation Fund

990 • Fiscal year 2016 • EIN 35-6043585

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 21, 2017

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

53rd percentile

0.12x

Higher debt load relative to assets than 53% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.57x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

65th percentile

$91,372

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 23.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

84th percentile

24%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

386%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$1,820,963

Up $355,883 (+24%) from 2015

Net Assets

Up

$1,595,848

Up $357,056 (+29%) from 2015

Liabilities

Down

$225,115

Down $1,173 (-0.5%) from 2015

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin96th percentile

Revenue

Up

$397,868

Up $316,068 (+386%) from 2015

Expenses

Up

$107,468

Up $21,513 (+25%) from 2015

Net Income

Up

$290,400

Up $294,555 (+7089%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2016

Assets$1,820,963
Liabilities$225,115
Net Assets$1,595,848
Open 2016 Filing

Operations Trend

Revenue Growth98th 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

2016

Revenue$397,868
Expenses$107,468
Net Income$290,400
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 21, 2017
Return Version
2016v3.0
Gross Receipts
$397,868
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$1,441,565$1,744,146▲ $302,581
Savings and Temporary Cash Investments$1,429$51,437▲ $50,008
Cash and Non-Interest-Bearing Accounts$18,266$24,270▲ $6,004
Accounts Receivable$3,820$1,110▼ $2,710
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,465,080$1,820,963▲ $355,883
Liabilities
Other Liabilities$205,994$205,065▼ $929
Accounts Payable and Accrued Expenses$20,294$20,050▼ $244
Total Liabilities$226,288$225,115▼ $1,173
Net Assets / Fund Balance
Permanently Rstr Net Assets$953,376$1,094,940▲ $141,564
Unrestricted Net Assets$142,777$324,164▲ $181,387
Temporarily Rstr Net Assets$142,639$176,744▲ $34,105
Total Net Assets Fund Balance$1,238,792$1,595,848▲ $357,056
Total Liabilities and Net Assets / Fund Balance$1,465,080$1,820,963▲ $355,883

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,235,571$333,817▲ $86,971$55,240$1,589,389
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
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Jane a HamblinExec Director, Ex-officioPT$91,372$91,372

Board Members and Trustees

NameTitle
Dr Denise RodeTrustee, President
Dr Mabel G FreemanTrustee, Vice-president
Dr Abigail DiehlEx-officio Trustee
Mr Mohammed HillEx-officio Trustee
Dr Barb ArnoldTrustee
Dr Jane K SmithTrustee
Dr Marty StarlingTrustee
Dr Sally J SteadmanTrustee
Mr Tony VidmarTrustee
Ms Kathryne MackenzieTrustee
Ms Mary Ruth CarletonTrustee
Capt Sally WatlingtonTrustee, Secretary-treasur
Revenue and Support

Revenue Composition

Contributions and Grants
$362,279
Program Service Revenue
$0
Investment Income
$20,315
Other Revenue
$15,274
All Other Contributions
$362,279
Change in Net Assets
$290,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,803
Grants and Similar Amounts Paid$52,665
Total Fundraising Expense$15,246
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$40,000--$40,000
Grants to Domestic Orgs$12,665--$12,665
Other Expenses$4,693$440$4,133$9,266
Fees for Services Other-$2,929$4,412$7,341
Conferences and Meetings$5,814$175-$5,989
Fees for Services Accounting-$3,200-$3,200
Total Functional Expenses$73,036$19,186$15,246$107,468
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mortar Board IncColumbus, OH501(c)(3)Operating Expenses$12,185
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$205,065
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 11B

“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
2017-09-21
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, 2016 and 2015. The statutory tax years since 2013 remain open to examination.”

Raw XML AppendixShowing 400 of 545 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/PersonNm3DR JANE K SMITH
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE, PRESIDENT
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IRS990/OtherExpensesGrp/TotalAmt112229
IRS990/OtherExpensesGrp/TotalAmt29266
IRS990/OtherLiabilitiesGrp/BOYAmt0205994
IRS990/OtherLiabilitiesGrp/EOYAmt0205065
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE FEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014901
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014901
IRS990/OtherRevenueTotalAmt014901
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0953376
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01094940
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JANE A HAMBLIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS TO MORTAR BOARD, INC., WHICH PROVIDES SCHOLARSHIP, LEADERSHIP AND SERVICE INITIATIVES TO 175 CHAPTERS AT COLLEGES AND UNIVERSITIES ACROSS THE U.S.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt012185
IRS990/ProgSrvcAccomActy2Grp/GrantAmt012185
IRS990/ProgSrvcAccomActy3Grp/Desc0PROGRAM COSTS IN SUPPORT OF PUBLICATION, TRAINING, CONFERENCE, AND RECOGNITION FOR MORE THAN 6,000 CURRENT MEMBERS AND MORE THAN 250,000 ALUMNI OF A MORTAR BOARD NATIONAL HONOR SOCIETY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt020851
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0480
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS TO MORTAR BOARD NATIONAL HONOR SOCIETY CHAPTERS IN SUPPORT OF CAMPUS SERVICE PROJECTS.
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt014901
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0109962
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt047398
IRS990/PYInvestmentIncomeAmt0-35439
IRS990/PYOtherExpensesAmt038557
IRS990/PYOtherRevenueAmt07277
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-4155
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt085955
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt081800
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0290400
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0373
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0373
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01429
IRS990/SavingsAndTempCashInvstGrp/EOYAmt051437
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt049884
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt060783
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt030933
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt047309
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt017516
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0206425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0362279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0109962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt077064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0166176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079374
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0794855
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017949
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023603
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt032368
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt025958
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt037673
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0137551
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017949
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023603
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt032368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt025958
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt037673
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0137551
IRS990ScheduleA/InvestmentIncomeCYPct00.13990
IRS990ScheduleA/InvestmentIncomePYPct00.20060
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt014901
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07019
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt016246
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt06562
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt06067
IRS990ScheduleA/OtherIncome509Grp/TotalAmt050795
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.59850
IRS990ScheduleA/PublicSupportPY509Pct00.64030
IRS990ScheduleA/PublicSupportTotal509Amt0588430
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt049884
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt060783
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt030933
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt047309
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt017516
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0206425
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0362279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0109962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt077064
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0166176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079374
IRS990ScheduleA/Total509Grp/TotalAmt0794855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0395129
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0140584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0125678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0198696
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0123114
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0983201
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/BoardDesignatedBalanceEOYPct00.20000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt011730
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01235571
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0333817
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01589389
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt086971
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt055240
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04774
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01223444
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt082912
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01235571
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-35439
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt030572
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04109
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01194662
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt057155
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01223444
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt042857
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt067121
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04504
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0953649
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0146127
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01194662
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0141995
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt042605
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt04123
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0876243
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt055154
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0953649
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068332
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt041957
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06480
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06480
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0205065
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INVESTMENTS HELD FOR MORTAR BOARD INC
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.69000
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, 2016 AND 2015. THE STATUTORY TAX YEARS SINCE 2013 REMAIN OPEN TO EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.11000

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,820,963
Liabilities
$225,115
Net assets
$1,595,848
Revenue
$397,868
Expenses
$107,468
Net income
$290,400
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