Civic Intelligence

Mortar Board National Foundation Fund

990 • Fiscal year 2018 • EIN 35-6043585

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

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

48th percentile

0.08x

Higher debt load relative to assets than 48% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.48x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

67th percentile

$96,024

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 28.8% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

18th percentile

-7.2%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-5.6%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$2,053,253

Down $160,016 (-7.2%) from 2017

Net Assets

Down

$1,894,786

Down $85,341 (-4.3%) from 2017

Liabilities

Down

$158,467

Down $74,675 (-32%) from 2017

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin95th percentile

Revenue

Down

$333,489

Down $19,955 (-5.6%) from 2017

Expenses

Up

$109,967

Up $25,335 (+30%) from 2017

Net Income

Down

$223,522

Down $45,290 (-17%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2018

Assets$2,053,253
Liabilities$158,467
Net Assets$1,894,786
Open 2018 Filing

Operations Trend

Revenue Growth27th 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

2018

Revenue$333,489
Expenses$109,967
Net Income$223,522
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$991,364
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$2,130,002$2,001,414▼ $128,588
Cash and Non-Interest-Bearing Accounts$57,883$46,435▼ $11,448
Accounts Receivable$13,930$3,936▼ $9,994
Savings and Temporary Cash Investments$11,454$1,468▼ $9,986
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$2,213,269$2,053,253▼ $160,016
Liabilities
Other Liabilities$216,642$140,952▼ $75,690
Accounts Payable and Accrued Expenses$16,500$17,515▲ $1,015
Total Liabilities$233,142$158,467▼ $74,675
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,614,596$1,573,953▼ $40,643
Unrestricted Net Assets$365,531$320,833▼ $44,698
Total Net Assets Fund Balance$1,980,127$1,894,786▼ $85,341
Total Liabilities and Net Assets / Fund Balance$2,213,269$2,053,253▼ $160,016

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,967,049$187,148▼ $187,641$60,212$1,890,468
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
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Dr Jane a HamblinExec Director, Ex OfficioPT$96,024$96,024

Board Members and Trustees

NameTitle
Dr Marty StarlingTrustee, President
Dr Mabel G Freeman Exited08/18) Trustee, Vice-president
Dr Barb ArnoldTrustee, Vice President
Dr Sally J SteadmanTrustee, Vice President
Dr Jane K Smith Exited 08/18 )trustee
Ms Janet Farrington Entered08/18) Trustee
Dr David WhitmanEx Officio Trustee
Ms Jennifer Birch SzolwinskiEx Officio, Trustee
Dr Joni ComstockTrustee
Mr Craig Evers Entered 0818Trustee
Mr Tony VidmarTrustee
Ms Karen Stiner Entered 0818Trustee
Ms Kathryne MackenzieTrustee
Ms Laura Simic Entered 0818Trustee
Ms Mary Ruth CarletonTrustee
Capt Sally WatlingtonTrustee, Secretary-treasur
Revenue and Support

Revenue Composition

Contributions and Grants
$193,412
Program Service Revenue
$0
Investment Income
$121,227
Other Revenue
$18,850
All Other Contributions
$193,412
Change in Net Assets
$223,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$63,494
Grants and Similar Amounts Paid$46,473
Total Fundraising Expense$13,022
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$13,473--$13,473
Conferences and Meetings$10,677$1,074-$11,751
Fees for Services Other-$830$6,975$7,805
Fees for Services Accounting-$5,400-$5,400
Other Expenses$3,105$236$1,158$4,499
Total Functional Expenses$66,453$30,492$13,022$109,967
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mortar Board IncColumbus, OH501(c)(3)Operating Expenses$12,221
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$140,952
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
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane a Hamblin
Formed
1961
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Schneider Downs & Co Inc
Address
65 E STATE ST STE 2000, COLUMBUS, OH 43215
Preparer
Eugene 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, 2018 and 2017. The statutory tax years since 2015 remain open to examination.”

Raw XML AppendixShowing 400 of 565 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/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8/18 )TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE, PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE, VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EX OFFICIO, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE, SECRETARY-TREASUR
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IRS990/Form990PartVIISectionAGrp/TitleTxt16EXEC DIRECTOR, EX OFFICIO
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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.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherExpensesGrp/Desc2POSTAGE AND MAILING
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IRS990/OtherExpensesGrp/ProgramServicesAmt13105
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IRS990/PartialLiquidationInd00
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01573953
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/ExpenseAmt012221
IRS990/ProgSrvcAccomActy2Grp/GrantAmt012221
IRS990/ProgSrvcAccomActy3Grp/Desc0PROGRAM COSTS IN SUPPORT OF PUBLICATION, TRAINING, CONFERENCE, AND RECOGNITION FOR MORE THAN 4,500 CURRENT MEMBERS AND MORE THAN 275,000 ALUMNI OF A MORTAR BOARD NATIONAL HONOR SOCIETY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt021232
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01252
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS TO MORTAR BOARD NATIONAL HONOR SOCIETY CHAPTERS IN SUPPORT OF CAMPUS SERVICE PROJECTS.
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt018169
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IRS990/PYInvestmentIncomeAmt0107430
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IRS990/PYOtherRevenueAmt016511
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0268812
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt084632
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0353444
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0223522
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd01
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IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0109962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt077064
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018169
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014901
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07019
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt072587
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017949
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt023603
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt032368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0158832
IRS990ScheduleA/InvestmentIncomeCYPct00.13200
IRS990ScheduleA/InvestmentIncomePYPct00.12340
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.65450
IRS990ScheduleA/PublicSupportPY509Pct00.65900
IRS990ScheduleA/PublicSupportTotal509Amt0787825
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt054604
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt049884
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt060783
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt030933
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0256982
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/TotalAmt01044807
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0187148
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-187641
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01967049
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt053568
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt011730
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01235571
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0333817
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01589389
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt055240
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04774
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01223444
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt082912
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01235571
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-35439
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt030572

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,053,253
Liabilities
$158,467
Net assets
$1,894,786
Revenue
$333,489
Expenses
$109,967
Net income
$223,522
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