Civic Intelligence

Mortar Board National Foundation Fund

990 • Fiscal year 2020 • EIN 35-6043585

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 20, 2021

Organization ProfileWWW.MORTARBOARD.ORG

Refreshing map…

1200 Chambers Road Suite 201Columbus, OH 43212

(614) 488-4094

Siviq Scores

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

Liabilities / Assets

44th percentile

0.07x

Higher debt load relative to assets than 44% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

1.27x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$48,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 33.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

62nd percentile

12%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-45%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$2,788,022

Up $290,917 (+12%) from 2019

Net Assets

Up

$2,606,006

Up $291,480 (+13%) from 2019

Liabilities

Down

$182,016

Down $563 (-0.3%) from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin71st percentile

Revenue

Down

$143,594

Down $116,710 (-45%) from 2019

Expenses

Down

$117,175

Down $13,388 (-10%) from 2019

Net Income

Down

$26,419

Down $103,322 (-80%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2020

Assets$2,788,022
Liabilities$182,016
Net Assets$2,606,006
Open 2020 Filing

Operations Trend

Revenue Growth10th 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

2020

Revenue$143,594
Expenses$117,175
Net Income$26,419
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 20, 2021
Return Version
2020v4.0
Gross Receipts
$443,797
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$2,449,944$2,746,707▲ $296,763
Cash and Non-Interest-Bearing Accounts$38,622$38,295▼ $327
Accounts Receivable$6,913--
Prepaid Expenses and Deferred Charges-$1,575-
Savings and Temporary Cash Investments$1,626$1,445▼ $181
Total Assets$2,497,105$2,788,022▲ $290,917
Liabilities
Other Liabilities$161,179$159,800▼ $1,379
Accounts Payable and Accrued Expenses$21,400$11,216▼ $10,184
Grants Payable-$11,000-
Total Liabilities$182,579$182,016▼ $563
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,973,045$2,138,200▲ $165,155
Net Assets Without Donor Restrictions$341,481$467,806▲ $126,325
Total Net Assets Fund Balance$2,314,526$2,606,006▲ $291,480
Total Liabilities and Net Assets / Fund Balance$2,497,105$2,788,022▲ $290,917

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$6,480$6,480

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,313,214$97,980▲ $272,720$79,096$2,595,257
2019$1,890,468$99,531▲ $410,160$69,642$2,313,214
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
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Dr Jane a HamblinCEOPT$48,000$48,000

Board Members and Trustees

NameTitle
Dr Martha StarlingPresident
Dr Joni ComstockTrustee
Ms Janet G FarringtonTrustee
Ms Karen StinerTrustee
Ms Kathryne MackenzieTrustee
Ms Laura SimicTrustee
Ms Mary Ruth CarletonTrustee
Ms Gail Harrison CorvetteTrustee Ex O
Ms Jennifer Birch SzolwinskiTrustee Ex O
Capt Sally WatlingtonSecretary
Mr Craig EversTreasurer
Dr Barb ArnoldVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$124,958
Program Service Revenue
$0
Investment Income
$7,666
Other Revenue
$10,970
All Other Contributions
$124,958
Change in Net Assets
$26,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$66,242
Other Expenses$50,933
Total Fundraising Expense$15,289
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$44,242--$44,242
Grants to Domestic Individuals$22,000--$22,000
Fees for Services Accounting-$17,113-$17,113
Fees for Services Other-$757$9,416$10,173
Other Expenses$6,269$9,562$4,595$9,562
Office Expenses$1,612$331$1,278$3,221
Total Functional Expenses$74,123$27,763$15,289$117,175
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mortar Board IncColumbus, OH501c3Operating Expenses$37,950
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 on Behalf of$159,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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, Page 6, Part VI, Line 11B

“The board and management reviews the 990 after it is prepared by the outside tax preparer and before it is filed with the irs.”

Form 990, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Mortar Board National
EIN
35-6043585
Phone
6144884094
Address
1200 CHAMBERS ROAD SUITE 201, COLUMBUS, OH 43212

Signing Officer

Name
Dr Jane a Hamblin
Title
CEO
Phone
6144884094
Signed
2021-10-20

Organization Details

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

Preparer

Firm
Wells CPA LLC
Address
6500 BUSCH BLVD STE 120, COLUMBUS, OH 43229
Preparer
Donald Wells
Phone
6143968974
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Endowment funds support graduate fellowships and leadership programming.”

Schedule D, Page 3, Part X

“The corporation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. The corporation has not identified any material uncertain tax positions requiring recognition or disclosure in the financial statements. There were no interest or penalties recognized for the year ended december 31, 2020. The statutory tax years since 2017 remain open to examination.”

Raw XML AppendixShowing 400 of 521 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt021400
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011216
IRS990/AccountsReceivableGrp/BOYAmt06913
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0MORTAR BOARD NATIONAL FOUNDATION FUND EXISTS TO SUPPORT THE MISSION OF MORTAR BOARD, INC.
IRS990/AllOtherContributionsAmt0124958
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0JANE A HAMBLIN
IRS990/BooksInCareOfDetail/PhoneNum06144884094
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 CHAMBERS ROAD SUITE 201
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043212
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt038622
IRS990/CashNonInterestBearingGrp/EOYAmt038295
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0124958
IRS990/CYGrantsAndSimilarPaidAmt066242
IRS990/CYInvestmentIncomeAmt07666
IRS990/CYOtherExpensesAmt050933
IRS990/CYOtherRevenueAmt010970
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt026419
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0117175
IRS990/CYTotalFundraisingExpenseAmt015289
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0143594
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0AWARDING FELLOWSHIPS TO MORTAR BOARD NATIONAL HONOR SOCIETY MEMBERS WHO ARE PURSUING GRADUATE OR PROFESSIONAL DEGREES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01973045
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02138200
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt022000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017113
IRS990/FeesForServicesAccountingGrp/TotalAmt017113
IRS990/FeesForServicesOtherGrp/FundraisingAmt09416
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0757
IRS990/FeesForServicesOtherGrp/TotalAmt010173
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt025.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
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/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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0DR JANE A HAMBLIN
IRS990/Form990PartVIISectionAGrp/PersonNm1DR MARTHA STARLING
IRS990/Form990PartVIISectionAGrp/PersonNm2DR BARB ARNOLD
IRS990/Form990PartVIISectionAGrp/PersonNm3CAPT SALLY WATLINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm4MR CRAIG EVERS
IRS990/Form990PartVIISectionAGrp/PersonNm5DR JONI COMSTOCK
IRS990/Form990PartVIISectionAGrp/PersonNm6MS KATHRYNE MACKENZIE
IRS990/Form990PartVIISectionAGrp/PersonNm7MS LAURA SIMIC
IRS990/Form990PartVIISectionAGrp/PersonNm8MS KAREN STINER
IRS990/Form990PartVIISectionAGrp/PersonNm9MS MARY RUTH CARLETON
IRS990/Form990PartVIISectionAGrp/PersonNm10MS JANET G FARRINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm11MS JENNIFER BIRCH SZOLWINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm12MS GAIL HARRISON CORVETTE
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/ReportableCompFromRltdOrgAmt048000
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/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE EX O
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE EX O
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt07666
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt022000
IRS990/GrantsPayableGrp/EOYAmt011000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt022000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt022000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt044242
IRS990/GrantsToDomesticOrgsGrp/TotalAmt044242
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0307869
IRS990/GrossReceiptsAmt0443797
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02449944
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02746707
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06480
IRS990/LandBldgEquipCostOrOtherBssAmt06480
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0300203
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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 OR PROFESSIONAL STUDY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02314526
IRS990/NetAssetsOrFundBalancesEOYAmt02606006
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt07666
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07666
IRS990/NetUnrlzdGainsLossesInvstAmt0265061
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0341481
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0467806
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt01278
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0331
IRS990/OfficeExpensesGrp/ProgramServicesAmt01612
IRS990/OfficeExpensesGrp/TotalAmt03221
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0PRINTING AND BROCHURES
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt04595
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09562
IRS990/OtherExpensesGrp/ProgramServicesAmt06269
IRS990/OtherExpensesGrp/TotalAmt010864
IRS990/OtherExpensesGrp/TotalAmt19562
IRS990/OtherLiabilitiesGrp/BOYAmt0161179
IRS990/OtherLiabilitiesGrp/EOYAmt0159800
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/Desc0ENDOWMENT ADMINISTRATIVE FEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010518
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010518
IRS990/OtherRevenueTotalAmt010518
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01575
IRS990/PrincipalOfficerNm0DR JANE A HAMBLIN
IRS990/ProfessionalFundraisingInd0false
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/ExpenseAmt037950
IRS990/ProgSrvcAccomActy2Grp/GrantAmt037950
IRS990/ProgSrvcAccomActy3Grp/Desc0PROGRAM COSTS IN SUPPORT OF PUBLICATION, TRAINING, CONFERENCE, AND RECOGNITION FOR MORE THAN 4,150 CURRENT MEMBERS AND MORE THAN 280,000 ALUMNI OF A MORTAR BOARD NATIONAL HONOR SOCIETY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014173
IRS990/ProgSrvcAccomActy3Grp/GrantAmt06292
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0120232
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt053872
IRS990/PYInvestmentIncomeAmt0120157
IRS990/PYOtherExpensesAmt076691
IRS990/PYOtherRevenueAmt019915
IRS990/PYRevenuesLessExpensesAmt0129741
IRS990/PYTotalExpensesAmt0130563
IRS990/PYTotalRevenueAmt0260304
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt026419
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt0452
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0452
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01626
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01445
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt061870
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt061012
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt054604
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt060778
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt049884
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0288148
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0124958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0120232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0193412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0229503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0362279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01030384
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0265061
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt042484
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt043175
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt041737
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017949
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0410406
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010970
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt019395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018169
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014901
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt079687
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0265061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt042484
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt043175
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt041737
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017949
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0410406
IRS990ScheduleA/InvestmentIncomeCYPct00.27000
IRS990ScheduleA/InvestmentIncomePYPct00.13000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.54060
IRS990ScheduleA/PublicSupportPY509Pct00.63810
IRS990ScheduleA/PublicSupportTotal509Amt0821923
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt061870
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt061012
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt054604
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt060778
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt049884
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0288148
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0135928
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0139627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0211581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0245755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0377180
IRS990ScheduleA/Total509Grp/TotalAmt01110071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0400989
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0182111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0254756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0287492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0395129
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01520477
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.17610
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt09561
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02313214
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt097980
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02595257
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0272720
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt079096
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt017303
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01890468
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt099531
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02313214
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0410160
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt069642
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt015876
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01967049
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0187148
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01890468
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-187641
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt060212
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt013082
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01589389
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0221413
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01967049
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0222897
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt053568
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt011730
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01235571
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0333817
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01589389
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt086971
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt055240
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06480
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06480
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0159800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INVESTMENTS HELD ON BEHALF OF
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.82390
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS SUPPORT GRADUATE FELLOWSHIPS AND LEADERSHIP PROGRAMMING.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CORPORATION HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED FOR THE YEAR ENDED DECEMBER 31, 2020. THE STATUTORY TAX YEARS SINCE 2017 REMAIN OPEN TO EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalLiabilityAmt0159800
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt022000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FELLOWSHIP GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/RecipientTable/CashGrantAmt037950
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MORTAR BOARD INC
IRS990ScheduleI/RecipientTable/RecipientEIN0351082961
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01200 CHAMBERS ROAD SUITE 201
IRS990ScheduleI/RecipientTable/USAddress/CityNm0COLUMBUS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,788,022
Liabilities
$182,016
Net assets
$2,606,006
Revenue
$143,594
Expenses
$117,175
Net income
$26,419
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