Civic Intelligence

Mortar Board - Barbara Cook Chapter

990 • Fiscal year 2020 • EIN 35-6065062

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 18, 2021

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

(765) 496-3496

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

35th percentile

-0.9%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

23rd percentile

-3.3%

Faster asset growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-47%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$578,956

Down $19,642 (-3.3%) from 2019

Net Assets

Down

$578,956

Down $19,642 (-3.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$78,534

Down $68,510 (-47%) from 2019

Expenses

Up

$79,273

Up $21,397 (+37%) from 2019

Net Income

Down

-$739

Down $89,907 (-101%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$578,956
Liabilities$0
Net Assets$578,956

Operations Trend

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

2020

Revenue$78,534
Expenses$79,273
Net Income-$739
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 18, 2021
Return Version
2019v5.0
Gross Receipts
$105,001
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$539,140$500,191▼ $38,949
Savings and Temporary Cash Investments$59,458$78,765▲ $19,307
Total Assets$598,598$578,956▼ $19,642
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$598,598$578,956▼ $19,642
Total Net Assets Fund Balance$598,598$578,956▼ $19,642
Total Liabilities and Net Assets / Fund Balance$598,598$578,956▼ $19,642

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$461,793-▲ $3,552-$442,889
2018$465,734-▲ $18,243-$461,793
2017$469,794-▲ $40,408-$465,734
2016$415,136-▲ $54,658-$469,794
2015$435,136---$415,136
Compensation and Service Providers

Board Members and Trustees

NameTitle
MIKE D'AGOSTINOSocial Chair
Jennifer GarsonPresident
Liam BettezCo-director
Victoria OchsCo-director
Alison JeffriesDirector of
Marina MehlingAwards and F
Jacob BoyerCalendar CHA
Jade WeberCampus Outre
Ashley FritzHistorian
Alison RickertLeadership C
Emily DoughertyMarketing an
Sasha KipnisReading Is L
Colleen LeonardSecretary
Sara LechliderTreasurer
Chaela MinorVP of Admini
Philip CibulkaVP of Leader
Callise BarrangerVP of Schola
Margaret TharpVP of Servic
Revenue and Support

Revenue Composition

Contributions and Grants
$18,408
Program Service Revenue
$1,648
Investment Income
$23,622
Other Revenue
$34,856
All Other Contributions
$18,168
Change in Net Assets
$-739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,023
Grants and Similar Amounts Paid$35,250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$33,750--$33,750
Conferences and Meetings$20,825--$20,825
All Other Expenses$1,535$1,887-$3,422
Fees for Services Other-$2,161-$2,161
Other Expenses$1,962$3,360-$1,962
Grants to Domestic Orgs$1,500--$1,500
Office Expenses$260$627-$887
Travel$340--$340
Advertising$120--$120
Total Functional Expenses$68,641$10,632$0$79,273
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
Jennifer Garson
Title
President
Phone
7654963496
Signed
2021-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Garson
Formed
1926
Legal Domicile
In
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
42

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.

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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IRS990/NetUnrlzdGainsLossesInvstAmt0-18903
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0598598
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0578956
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0627
IRS990/OfficeExpensesGrp/ProgramServicesAmt0260
IRS990/OfficeExpensesGrp/TotalAmt0887
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0FOOD AND DRINK EXPENSE
IRS990/OtherExpensesGrp/Desc1MERCHANDISE EXPENSE
IRS990/OtherExpensesGrp/Desc2NATIONAL DUES EXPENSE
IRS990/OtherExpensesGrp/Desc3RENTAL EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02597
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13360
IRS990/OtherExpensesGrp/ProgramServicesAmt07577
IRS990/OtherExpensesGrp/ProgramServicesAmt1772
IRS990/OtherExpensesGrp/ProgramServicesAmt21962
IRS990/OtherExpensesGrp/TotalAmt07577
IRS990/OtherExpensesGrp/TotalAmt13369
IRS990/OtherExpensesGrp/TotalAmt23360
IRS990/OtherExpensesGrp/TotalAmt31962
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JENNIFER GARSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADVERTISING/PUBLICITY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01648
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01648
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt024131
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt015750
IRS990/PYInvestmentIncomeAmt068426
IRS990/PYOtherExpensesAmt042126
IRS990/PYOtherRevenueAmt046956
IRS990/PYProgramServiceRevenueAmt07531
IRS990/PYRevenuesLessExpensesAmt089168
IRS990/PYTotalExpensesAmt057876
IRS990/PYTotalRevenueAmt0147044
IRS990/ReconcilationRevenueExpnssAmt0-739
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01648
IRS990/SavingsAndTempCashInvstGrp/BOYAmt059458
IRS990/SavingsAndTempCashInvstGrp/EOYAmt078765
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 97
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt024131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt025329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0106967
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01166
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0589
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0487
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0558
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0480
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03280
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0341132
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt097
IRS990ScheduleA/OtherIncome170Grp/TotalAmt097
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.94470
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt024131
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015955
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025329
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0106967
IRS990ScheduleA/TotalSupportAmt0110344
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0461793
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0442889
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt022456
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03552
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0465734
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0461793
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt022184
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018243
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0469794
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0465734
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt044468
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt040408
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0415136
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0469794
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt054658
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0435136
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0415136
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt020000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
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
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt032500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt11250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0DONATION- SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1AWARDS & PRIZES - PURDUE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt013
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt13
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
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0598598
IRS990/TotalAssetsEOYAmt0578956
IRS990/TotalAssetsGrp/BOYAmt0598598
IRS990/TotalAssetsGrp/EOYAmt0578956
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt018408
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010632
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068641
IRS990/TotalFunctionalExpensesGrp/TotalAmt079273

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