Civic Intelligence

Mortar Board - Barbara Cook Chapter

EIN 35-6065062 • 501(c)3 • West Lafayette, IN

Profile

The mortar board's purpose is to contribute to the self-awareness of its members, to promote equal opportunities among all peoples, to emphasize the advancement of women, to support the ideals of the university, to advance the spirit of scholarship, to recognize and encourage leadership, to provide service, and to establish the opportunity for a meaningful exchange of ideas as individuals and as a group.

1198 Third St Krch Rm 365West Lafayette, IN 47907-2109

www.web.ics.purdue.edu/~MORTARBD

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

29th percentile

-4.1%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

26%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$691,275

Up $45,095 (+7.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$691,275

Up $45,095 (+7.0%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin17th percentile

Revenue

Up

$54,673

Up $2,931 (+5.7%) from 2023

Expenses

Down

$43,195

Down $22,723 (-34%) from 2023

Net Income

Up

$11,478

Up $25,654 (+181%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2014: $501,817Liabilities 2014: $0Net Assets 2014: $501,8172014Assets 2015: $519,323Liabilities 2015: $0Net Assets 2015: $519,3232015Assets 2016: $475,713Net Assets 2016: $475,7132016Assets 2017: $490,459Net Assets 2017: $490,4592017Assets 2018: $503,861Liabilities 2018: $0Net Assets 2018: $503,8612018Assets 2019: $598,598Liabilities 2019: $0Net Assets 2019: $598,5982019Assets 2020: $578,956Liabilities 2020: $0Net Assets 2020: $578,9562020Assets 2021: $696,810Liabilities 2021: $0Net Assets 2021: $696,8102021Assets 2022: $668,164Liabilities 2022: $0Net Assets 2022: $668,1642022Assets 2023: $646,180Liabilities 2023: $0Net Assets 2023: $646,1802023Assets 2024: $691,275Liabilities 2024: $0Net Assets 2024: $691,2752024

Highlighted filing

2024

Assets$691,275
Liabilities$0
Net Assets$691,275
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2014: $150,950Expenses 2014: $96,590Net Income 2014: $54,3602014Revenue 2015: $108,947Expenses 2015: $77,586Net Income 2015: $31,3612015Revenue 2016: $95,621Expenses 2016: $122,791Net Income 2016: -$27,1702016Revenue 2017: $100,412Expenses 2017: $66,137Net Income 2017: $34,2752017Revenue 2018: $34,275Expenses 2018: $78,402Net Income 2018: -$44,1272018Revenue 2019: $147,044Expenses 2019: $57,876Net Income 2019: $89,1682019Revenue 2020: $78,534Expenses 2020: $79,273Net Income 2020: -$7392020Revenue 2021: $44,461Expenses 2021: $65,654Net Income 2021: -$21,1932021Revenue 2022: $56,007Expenses 2022: $65,758Net Income 2022: -$9,7512022Revenue 2023: $51,742Expenses 2023: $65,918Net Income 2023: -$14,1762023Revenue 2024: $54,673Expenses 2024: $43,195Net Income 2024: $11,4782024

Highlighted filing

2024

Revenue$54,673
Expenses$43,195
Net Income$11,478
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$691,275
Liabilities
$0
Net assets
$691,275
Revenue
$54,673
Expenses
$43,195
Net income
$11,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.55$0.43$0.11
2023Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.52$0.66$0.14
2022Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.56$0.66$0.10
2021Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.44$0.66$0.21
2020Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.79$0.79$0.01
2019Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$1.47$0.58$0.89
2018Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.34$0.78$0.44
2017Detailed filing. Detailed filing data is available for this year.$4.90$4.90$1.00$0.66$0.34
2016Detailed filing. Detailed filing data is available for this year.$4.76$4.76$0.96$1.23$0.27
2015Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$1.09$0.78$0.31
2014Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$1.51$0.97$0.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 21, 2025
Return Version
2023v6.0
Gross Receipts
$74,519
Mission and Program Overview

Mission

The mortar board's purpose is to contribute to the self-awareness of its members, to promote equal opportunities among all peoples, to emphasize the advancement of women, to support the ideals of the university, to advance the spirit of scholarship, to recognize and encourage leadership, to provide service, and to establish the opportunity for a meaningful exchange of ideas as individuals and as a group.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$555,233$588,851▲ $33,618
Savings and Temporary Cash Investments$90,947$102,424▲ $11,477
Total Assets$646,180$691,275▲ $45,095
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$646,180$691,275▲ $45,095
Total Net Assets Fund Balance$646,180$691,275▲ $45,095
Total Liabilities and Net Assets / Fund Balance$646,180$691,275▲ $45,095

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$555,233-▲ $56,364-$588,850
2022$563,041-▲ $13,982-$555,233
2021$581,936-▲ $3,037-$563,041
2020$442,889-▲ $160,529-$581,936
2019$461,793-▲ $3,552-$442,889
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Lucas FordPresident
Kevin HuangVP of Admini
Eric DiazVP of Financ
Caitlyn ElizagaVP of Leader
Audrey DifilippoVP of Member
Taylor SchultzVP of Schola
Kaley BaharyVP of Servic
Revenue and Support

Revenue Composition

Contributions and Grants
$10,439
Program Service Revenue
$0
Investment Income
$44,455
Other Revenue
$-221
All Other Contributions
$10,439
Change in Net Assets
$11,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,445
Grants and Similar Amounts Paid$19,750
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$16,750--$16,750
All Other Expenses$3,173$1,263-$4,436
Office Expenses$1,084$2,865-$3,949
Grants to Domestic Orgs$3,000--$3,000
Other Expenses$2,756--$2,756
Fees for Services Other-$750-$750
Travel$500--$500
Total Functional Expenses$38,317$4,878$0$43,195
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 6

“Membership selection shall be conducted according to national guidelines with the approval of the section coordinator.”

Form 990, Page 6, Part VI, Line 11B

“The form is reviewed by officers and forwarded to the national office.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Mortar Board - Barbara Cook Chapter
EIN
35-6065062
Phone
7654963496
Address
1198 THIRD ST KRCH RM 365, WEST LAFAYETTE, IN 47907-2109
Doing Business As
Co Purdue University

Signing Officer

Name
Lucas Ford
Title
President
Phone
7654963496
Signed
2025-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lucas Ford
Formed
1926
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
35

Preparer

Firm
Huth Thompson Llp
Address
PO BOX 970, LAFAYETTE, IN 47902-0970
Preparer
Kimberley R Morisette
Phone
7654285000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mortar board's purpose is to contribute to the self-awareness of its members, to promote equal opportunities among all peoples, to emphasize the advancement of women, to support the ideals of the university, to advance the spirit of scholarship, to recognize and encourage leadership, to provide service, and to establish the opportunity for a meaningful exchange of ideas as individuals and as a group.”

Form 990, Part IX, Line 24E

“Food and drink expense 2,129 0 0 merchandise expense 0 1,262 0 awards 1,000 0 0 physical plant services 45 0 0 rounding -1 1 0 total 3,173 1,263 0”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Income from the endowment fund will be used to support chapter activity, with emphasis on scholarships and awards to graduating students.”

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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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01367
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0568
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01166
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025049
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt075
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt099
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0174
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IRS990ScheduleA/PublicSupportPY170Pct00.94730
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0588850
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt022747
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt056364
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0563041
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0555233
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013982
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0563041
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME FROM THE ENDOWMENT FUND WILL BE USED TO SUPPORT CHAPTER ACTIVITY, WITH EMPHASIS ON SCHOLARSHIPS AND AWARDS TO GRADUATING STUDENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0DONATION- SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FELLOWSHIPS ARE AWARDED TO COLLEGE SENIORS TO FURTHER THEIR EDUCATION AT GRADUATE SCHOOL. SCHOLARSHIPS ARE AWARDED TO STUDENTS FOR EDUCATIONAL PURPOSES. AWARDS GIVEN TO STUDENTS ATTENDING PURDUE UNIVERSITY ARE PROCESSED THROUGH THE UNIVERSITY SCHOLARSHIP AND FINANCIAL AID OFFICE. AWARDS GIVEN TO STUDENTS ATTENDING OTHER UNIVERSITIES ARE PROVIDED TO THE STUDENT DIRECTLY UPON PROVIDING A COPY OF THEIR LETTER OF ADMITTANCE TO THEIR SELECTED UNIVERSITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MORTAR BOARD'S PURPOSE IS TO CONTRIBUTE TO THE SELF-AWARENESS OF ITS MEMBERS, TO PROMOTE EQUAL OPPORTUNITIES AMONG ALL PEOPLES, TO EMPHASIZE THE ADVANCEMENT OF WOMEN, TO SUPPORT THE IDEALS OF THE UNIVERSITY, TO ADVANCE THE SPIRIT OF SCHOLARSHIP, TO RECOGNIZE AND ENCOURAGE LEADERSHIP, TO PROVIDE SERVICE, AND TO ESTABLISH THE OPPORTUNITY FOR A MEANINGFUL EXCHANGE OF IDEAS AS INDIVIDUALS AND AS A GROUP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP SELECTION SHALL BE CONDUCTED ACCORDING TO NATIONAL GUIDELINES WITH THE APPROVAL OF THE SECTION COORDINATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM IS REVIEWED BY OFFICERS AND FORWARDED TO THE NATIONAL OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FOOD AND DRINK EXPENSE 2,129 0 0 MERCHANDISE EXPENSE 0 1,262 0 AWARDS 1,000 0 0 PHYSICAL PLANT SERVICES 45 0 0 ROUNDING -1 1 0 TOTAL 3,173 1,263 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054673
IRS990/TotalVolunteersCnt035
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0691275
IRS990/TravelGrp/ProgramServicesAmt0500
IRS990/TravelGrp/TotalAmt0500
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IRS990/USAddress/AddressLine1Txt01198 THIRD STREET
IRS990/USAddress/AddressLine2Txt0KRACH LEADERSHIP CENTER ROOM 365
IRS990/USAddress/CityNm0WEST LAFAYETTE
IRS990/USAddress/StateAbbreviationCd0IN
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IRS990/WebsiteAddressTxt0WWW.WEB.ICS.PURDUE.EDU/~MORTARBD/
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LUCAS FORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07654963496
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORTAR BOARD - BARBARA COOK CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0MORT
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352055043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUTH THOMPSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 970
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0479020970
ReturnHeader/PreparerPersonGrp/PhoneNum07654285000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLEY R MORISETTE
ReturnHeader/ReturnTs02025-03-04T16:15:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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