Civic Intelligence

Mortar Board - Barbara Cook Chapter

990 • Fiscal year 2014 • EIN 35-6065062

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 15, 2014

Organization ProfileWWW.WEB.ICS.PURDUE.EDU/~MORTARBD
1198 Third St Krch Rm 36547907-2109

(765) 496-3496

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

$501,817

No earlier filing loaded for comparison.

Net Assets

$501,817

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin87th percentile

Revenue

$150,950

No earlier filing loaded for comparison.

Expenses

$96,590

No earlier filing loaded for comparison.

Net Income

$54,360

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$501,817
Liabilities$0
Net Assets$501,817
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$150,950
Expenses$96,590
Net Income$54,360
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 15, 2014
Return Version
2013v4.0
Gross Receipts
$202,910
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$361,596$419,488▲ $57,892
Savings and Temporary Cash Investments$45,772$78,329▲ $32,557
Cash and Non-Interest-Bearing Accounts-$4,000-
Total Assets$407,368$501,817▲ $94,449
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$407,368$497,817▲ $90,449
Temporarily Rstr Net Assets-$4,000-
Total Net Assets Fund Balance$407,368$501,817▲ $94,449
Total Liabilities and Net Assets / Fund Balance$407,368$501,817▲ $94,449

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$361,596-▲ $57,892-$419,488
2012$324,323$250▲ $37,023-$361,596
2011$334,637-▼ $10,314-$324,323
2010$256,852$15,100▲ $62,685-$334,637
2009$189,421$90,000▼ $22,569-$256,852
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Luke LiechtyPresident
Shelby KappsSecretary
Jenee ChristensenTreasurer
Ellie LinVice Preside
Kelsey QuinVice Preside
Mallory RotondoVice Preside
Susanna TaylorVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$11,237
Program Service Revenue
$3,478
Investment Income
$18,633
Other Revenue
$117,602
All Other Contributions
$9,187
Change in Net Assets
$54,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,251
Grants and Similar Amounts Paid$35,339
Total Fundraising Expense$2,152
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$27,250--$27,250
Conferences and Meetings$16,369--$16,369
All Other Expenses$4,692$2,398$2,152$9,242
Grants to Domestic Orgs$8,089--$8,089
Fees for Services Other-$3,762-$3,762
Other Expenses$3,982$3,015-$3,015
Office Expenses$1,776$390-$2,166
Travel$1,353--$1,353
Advertising$109--$109
Information Technology-$99-$99
Total Functional Expenses$84,774$9,664$2,152$96,590
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 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

EIN
35-6065062
Phone
7654963496

Signing Officer

Name
Jenee Christensen
Title
Treasurer
Phone
7654963496
Signed
2014-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Luke Liechty
Formed
1926
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
5

Preparer

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.”

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.”

Raw XML Appendix399 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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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/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
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENEE CHRISTENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-15
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ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLEY R MORISETTE
ReturnHeader/ReturnTs02015-03-02T16:11:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$501,817
Liabilities
$0
Net assets
$501,817
Revenue
$150,950
Expenses
$96,590
Net income
$54,360
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