Civic Intelligence

Mortar Board National Foundation Fund

990 • Fiscal year 2017 • EIN 35-6043585

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

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

52nd percentile

0.11x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.66x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

66th percentile

$93,612

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$2,213,269

Up $392,306 (+22%) from 2016

Net Assets

Up

$1,980,127

Up $384,279 (+24%) from 2016

Liabilities

Up

$233,142

Up $8,027 (+3.6%) from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin96th percentile

Revenue

Down

$353,444

Down $44,424 (-11%) from 2016

Expenses

Down

$84,632

Down $22,836 (-21%) from 2016

Net Income

Down

$268,812

Down $21,588 (-7.4%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2017

Assets$2,213,269
Liabilities$233,142
Net Assets$1,980,127
Open 2017 Filing

Operations Trend

Revenue Growth19th 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

2017

Revenue$353,444
Expenses$84,632
Net Income$268,812
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$1,042,106
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$1,744,146$2,130,002▲ $385,856
Cash and Non-Interest-Bearing Accounts$24,270$57,883▲ $33,613
Accounts Receivable$1,110$13,930▲ $12,820
Savings and Temporary Cash Investments$51,437$11,454▼ $39,983
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,820,963$2,213,269▲ $392,306
Liabilities
Other Liabilities$205,065$216,642▲ $11,577
Accounts Payable and Accrued Expenses$20,050$16,500▼ $3,550
Total Liabilities$225,115$233,142▲ $8,027
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,094,940$1,614,596▲ $519,656
Unrestricted Net Assets$324,164$365,531▲ $41,367
Temporarily Rstr Net Assets$176,744$0▼ $176,744
Total Net Assets Fund Balance$1,595,848$1,980,127▲ $384,279
Total Liabilities and Net Assets / Fund Balance$1,820,963$2,213,269▲ $392,306

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,589,389$221,413▲ $222,897$53,568$1,967,049
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
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Dr Jane a HamblinExec Director, Ex OfficioPT$93,612$93,612

Board Members and Trustees

NameTitle
Dr Denise RodeTrustee, President
Dr Mabel G FreemanTrustee, Vice-president
Ms Jennifer Birch Szolwinski(entered 08/17)ex Officio Trustee
Dr Abigail Diehl Exited 085Ex Officio Trustee
Mr David Whitman Entered 085Ex Officio Trustee
Mr Mohammed Hill Exited 085Ex 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
$229,503
Program Service Revenue
$0
Investment Income
$107,430
Other Revenue
$16,511
All Other Contributions
$229,503
Change in Net Assets
$268,812
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,815
Other Expenses$39,817
Total Fundraising Expense$10,630
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$33,000--$33,000
Grants to Domestic Orgs$11,815--$11,815
Fees for Services Other-$1,764$9,546$11,310
Other Expenses$3,174$81$476$3,731
Fees for Services Accounting-$3,365-$3,365
Conferences and Meetings-$295-$295
Total Functional Expenses$55,383$18,619$10,630$84,632
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mortar Board IncColumbus, OH501(c)(3)Operating Expenses$10,912
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$216,642
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
2018-11-07
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 Logan
Phone
6146214060
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees: program service expenses 0. Management and general expenses 1,764. Fundraising expenses 9,546. Total expenses 11,310.”

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, 2017 and 2016. The statutory tax years since 2014 remain open to examination.”

Raw XML AppendixShowing 400 of 552 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020050
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt016500
IRS990/AccountsReceivableGrp/BOYAmt01110
IRS990/AccountsReceivableGrp/EOYAmt013930
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0MORTAR BOARD NATIONAL FOUNDATION FUND EXISTS TO SUPPORT THE MISSION OF MORTAR BOARD, INC.
IRS990/AllOtherContributionsAmt0229503
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JANE A HAMBLIN
IRS990/BooksInCareOfDetail/PhoneNum06144884094
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 CHAMBERS RD NO 201
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043212
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt024270
IRS990/CashNonInterestBearingGrp/EOYAmt057883
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0295
IRS990/ConferencesMeetingsGrp/TotalAmt0295
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0229503
IRS990/CYGrantsAndSimilarPaidAmt044815
IRS990/CYInvestmentIncomeAmt0107430
IRS990/CYOtherExpensesAmt039817
IRS990/CYOtherRevenueAmt016511
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0268812
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt084632
IRS990/CYTotalFundraisingExpenseAmt010630
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0353444
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0AWARDED 8 FELLOWSHIPS TO MORTAR BOARD NATIONAL HONOR SOCIETY ALUMNI WHO ARE PURSUING GRADUATE AND PROFESSIONAL DEGREES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt033000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03365
IRS990/FeesForServicesAccountingGrp/TotalAmt03365
IRS990/FeesForServicesOtherGrp/FundraisingAmt09546
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01764
IRS990/FeesForServicesOtherGrp/TotalAmt011310
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1420.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt147650
IRS990/Form990PartVIISectionAGrp/PersonNm0DR SALLY J STEADMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1DR MABEL G FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2CAPT SALLY WATLINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm3DR JANE K SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm4DR DENISE RODE
IRS990/Form990PartVIISectionAGrp/PersonNm5MR TONY VIDMAR
IRS990/Form990PartVIISectionAGrp/PersonNm6MS KATHRYNE MACKENZIE
IRS990/Form990PartVIISectionAGrp/PersonNm7DR MARTY STARLING
IRS990/Form990PartVIISectionAGrp/PersonNm8DR BARB ARNOLD
IRS990/Form990PartVIISectionAGrp/PersonNm9MS MARY RUTH CARLETON
IRS990/Form990PartVIISectionAGrp/PersonNm10DR ABIGAIL DIEHL EXITED 085
IRS990/Form990PartVIISectionAGrp/PersonNm11MR MOHAMMED HILL EXITED 085
IRS990/Form990PartVIISectionAGrp/PersonNm12MR DAVID WHITMAN ENTERED 085
IRS990/Form990PartVIISectionAGrp/PersonNm13MS JENNIFER BIRCH SZOLWINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm14DR JANE A HAMBLIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1485962
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE, VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE, SECRETARY-TREASUR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE, PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EX OFFICIO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EX OFFICIO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EX OFFICIO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13(ENTERED 08/17)EX OFFICIO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXEC DIRECTOR, EX OFFICIO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt065952
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt033000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt033000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt033000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt011815
IRS990/GrantsToDomesticOrgsGrp/TotalAmt011815
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0754614
IRS990/GrossReceiptsAmt01042106
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt041478
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041478
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01744146
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02130002
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06480
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt06480
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0688662
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MORTAR 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01595848
IRS990/NetAssetsOrFundBalancesEOYAmt01980127
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt065952
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt065952
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0115467
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc1PRINTING AND BROCHURES
IRS990/OtherExpensesGrp/Desc2POSTAGE AND MAILING
IRS990/OtherExpensesGrp/FundraisingAmt0608
IRS990/OtherExpensesGrp/FundraisingAmt1476
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013114
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt181
IRS990/OtherExpensesGrp/ProgramServicesAmt07394
IRS990/OtherExpensesGrp/ProgramServicesAmt13174
IRS990/OtherExpensesGrp/TotalAmt013114
IRS990/OtherExpensesGrp/TotalAmt18002
IRS990/OtherExpensesGrp/TotalAmt23731
IRS990/OtherLiabilitiesGrp/BOYAmt0205065
IRS990/OtherLiabilitiesGrp/EOYAmt0216642
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE FEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt016252
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016252
IRS990/OtherRevenueTotalAmt016252
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01094940
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01614596
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/ExpenseAmt010912
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010912
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/ExpenseAmt011471
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0903
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS TO MORTAR BOARD NATIONAL HONOR SOCIETY CHAPTERS IN SUPPORT OF CAMPUS SERVICE PROJECTS.
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt016252
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0362279
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt052665
IRS990/PYInvestmentIncomeAmt020315
IRS990/PYOtherExpensesAmt054803
IRS990/PYOtherRevenueAmt015274
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0290400
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0107468
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0397868
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0268812
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0259
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0259
IRS990/SavingsAndTempCashInvstGrp/BOYAmt051437
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011454
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt060778
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt049884
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt060783
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt030933
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt047309
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0249687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0229503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0362279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0109962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt077064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0166176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0944984
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt041737
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017949
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023603
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032368
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt025958
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0141615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014901
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt060980
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt041737
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017949
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023603
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt025958
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0141615
IRS990ScheduleA/InvestmentIncomeCYPct00.12340
IRS990ScheduleA/InvestmentIncomePYPct00.13990
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.65900
IRS990ScheduleA/PublicSupportPY509Pct00.59850
IRS990ScheduleA/PublicSupportTotal509Amt0756277
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt060778
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt049884
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt060783
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt030933
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt047309
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0249687
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0245755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0377180
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0116981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093310
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0172738
IRS990ScheduleA/Total509Grp/TotalAmt01005964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0287492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0395129
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0140584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0125678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0198696
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01147579
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.17910
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt013082
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01589389
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0221413
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01967049
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0222897
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt053568
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt011730
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01235571
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0333817
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01589389
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt086971
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt055240
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04774
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01223444
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt082912
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01235571
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-35439
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt030572
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04109
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01194662
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt057155
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01223444
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt042857
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt067121
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt04504
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0953649
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0146127
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01194662
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0141995
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt042605
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06480
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06480
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0216642
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INVESTMENTS HELD FOR MORTAR BOARD INC
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.67000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,213,269
Liabilities
$233,142
Net assets
$1,980,127
Revenue
$353,444
Expenses
$84,632
Net income
$268,812
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