MORTAR BOARD - BARBARA COOK CHAPTER (EIN 356065062) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1926

Legal Domicile

Principal Officer

ELI ADE

Phone

7654963496

Tax Period

2024-07-01 to 2025-06-30

MORTAR BOARD - BARBARA COOK CHAPTER, founded in 1926, is a micro nonprofit that reported $54K in total revenue in fiscal year 2024. The organization ran a surplus of $23K, a strong 43% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,399

Program Service Revenue $0

Investment Income $43,503

Other Revenue $6,608

TOTAL REVENUE $53,510

Expense Breakdown

Grants Paid $9,492

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,794

Other Expenses $20,982

TOTAL EXPENSES $30,474

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,510	$54,673	0.0%
Expenses	$30,474	$43,195	-0.3%
Net Income	$23,036	$11,478	+1.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELI ADE	PRESIDENT	7.00	Officer Director	$0	$0	$0
AMANDA WOLF	VP OF ADMINI	7.00	Officer Director	$0	$0	$0
LI BAHLER	VP OF MEMBER	7.00	Officer Director	$0	$0	$0
LAUREN KISCH	VP OF LEADER	7.00	Officer Director	$0	$0	$0
JOEY VETTER	VP OF SCHOLA	7.00	Officer Director	$0	$0	$0
LAURA GREEN	VP OF SERVIC	7.00	Officer Director	$0	$0	$0
LINDSAY SUTHERLAND	VP OF FINANC	7.00	Officer Director	$0	$0	$0
LAUREN KISCH	CURRENT PRES	N/A	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$53,510	$30,474	$745,700	$23,036
2024	$54,673	$43,195	$691,275	$11,478
2023	$51,742	$65,918	$646,180	$-14,176
2022	$56,007	$65,758	$668,164	$-9,751
2021	$44,461	$65,654	$696,810	$-21,193
2020	$78,534	$79,273	$578,956	$-739
2019	$147,044	$57,876	$598,598	$89,168
2018	$34,275	$78,402	$503,861	$-44,127

MORTAR BOARD - BARBARA COOK CHAPTER