SCHOLARSHIP matters.LEADERSHIP matters.

SERVICE matters.

MORTAR BOARD matters.

2013 ANNUAL REPORT

ABOUT THE TIMING OF THE ANNUAL REPORTThe annual report for the calendar year 2012 came to readers in the Autumn 2013 issue of the Forum. Since then we have adjusted the production schedule and will return to producing four issues a year. We have a bit of make-up work to do in this report. Each Winter Issue will contain the annual report of the previous calendar year. Statements of financial position for Mortar Board, Inc. and the Mortar Board National Foundation will be reported after formal review by an accounting firm and acceptance by the National Council and Board of Trustees, so they will necessarily lag by a year.

COLLEGIATE CHAPTERSNew members are the lifeblood of our Society. As our National President Marty Starling has written, we must talk about Mortar Board and encourage college students to aspire to membership. Our section coordinators are mobilizing as effective leaders to improve the collegiate experience for all their chapters’ members, which in turn will increase Mortar Board’s service to campus communities. Our Society added 5,135 initiates in 2013 and, although chapter accounts are not all cleared for 2014, we initiated 4,802 in 2014. We have 175 active collegiate chapters. Honorary members continue to bring distinction to our Society. In 2013 there were 42 honorary members chosen by 24 chapters, and in 2014 there were 53 honorary members selected by 28 chapters. Member fees, paid once upon initiation, were raised to $80 in 2013. They had been $75. The collegiate chapter conference fee was increased in 2014 to $350 from $250. In 2013 Mortar Board added the Epignosis chapter at Alcorn State University, which was installed by National President Susan Herndon Caples (The University of Alabama, 2006). National President Starling installed the Black & Gold chapter at Pacific Lutheran University in 2014.

THE MBAA AND ALUMNI CHAPTERSMortar Board’s 15 alumni chapters continue programming beneficial to their members. All of our alumni chapters face the “graying” issues so common to membership organizations like ours, an issue that was tackled at the 2014 Alumni Summit in Atlanta. The Milwaukee Alumni chapter decided to close its operation in 2014, donating its treasury of more than $7,000 to the Mortar Board National Foundation. Chapter leader Mary Ladd Loots (The University of Iowa, 1952) wrote about the members’ decision to cease operations in the Spring/Summer 2014 Issue of the Forum. The Chicago Alumni chapter was born in 2013 and held several creative get-togethers. Interest in the Indianapolis Alumni chapter’s reinvigoration may lead to a great opportunity for members in central Indiana. Mortar Board is grateful to alumni who support members and collegiate chapters by their attendance, hosting, connections and financial gifts. The MBAA has 370 members! Membership, which is annual ($45) or for a lifetime ($600), includes a subscription to both the print and digital issues of the Forum. MBAA members have been valuable volunteers for national operations like individual and chapter award reviews.

AWARDSThe Ohio State University Mabel G. Freeman chapter won the Ruth Weimer Mount Chapter Excellence Award in 2013; and, for the first time, two chapters shared the prize in 2014: the Barbara Cook chapter at Purdue and the Xi Phi chapter at The University of Nebraska at Kearney. This was the Purdue chapter’s second win. Since the award was first given in 2002, 12 chapters have received this top honor. In 2013, our most improved chapters were the Cap & Gown chapter of Mississippi College and the University of South Dakota’s Keystone chapter. In 2014, Iota chapter at Lawrence University earned the most improved distinction.

Excellence in Advising Awards in 2013 went to the advisor of the Akraia chapter at University of Vermont Maggie Rosa (University of Connecticut, 1965); Margot Smith (San Diego State University, 1965), who advises the Tolo chapter at the University of Washington; and Glenda Guyton (Carson-Newman University, 1974), who advises the Hypatia chapter at The University of Alabama. In 2014 Francisco Delgadillo (Texas Tech University,

2014); Amber Messersmith (The University of Nebraska at Kearney, 2000); Louise Douce (The Ohio State University, 1970); and Will Self (University of Missouri-Kansas City, 2014), who ably advise the chapters where they were initiated. Excellence in Advising Awards with Distinction in 2013 went to Dianne Portfleet (Hope College, 2011) and Sally Steadman (University of Wyoming, 1968) who, respectively, advise the Alcor chapter at Hope College and Azalea chapter at the University of South Alabama.

Distinguished Lifetime Members honored in 2013 were Bill Butler (University of Miami, 1990) and Jan Wissman (Kansas State University, 1962). In 2014 Betty M. Nelson (Purdue University, 1988) was the recipient. The Emerging Leader Award was presented for the first time in 2013 to Leslie Lang (University of California, Berkeley, 2005); Joseph B. Lee (Northwestern University, 2008); and Maureen Richmond (Purdue University, 1996). In 2014 Sonya Laddon Rahders (University of California, Los Angeles, 2011) was selected for this honor. Alumni Achievement Award winners in 2013 were Steven Biondolillo (Boston University, 1976); Julie Eddleman (Purdue University, 1991); and Marion Ross (San Diego State University, 1965). In 2014 David Coleman (Bowling Green State University, 1982); Glenda Earwood (Auburn University, 1973); and Kay Moore (The Ohio State University, 1964) were the recipients. Intentions to nominate for all alumni awards are due each year on November 15.

NATIONAL CONFERENCEBoth the 2013 and 2014 conferences were held at the Sheraton Atlanta Hotel. The onboarding opportunities for new chapter leaders are intense, and the camaraderie among the 250-or-so participants is effusive. Advisor programming, orchestrated by national volunteers, was very successful in 2014 and will expand at the 2015 conference in Phoenix, July 31-August 2. In 2014 the National Office staff instituted the Conference Advisory Board to help with not only the execution, but the planning of the conference. The CAB proved to be very successful.

NATIONAL COUNCIL AND GOVERNANCEIn 2013 National President Caples passed the torch of leadership to National President Starling. Over the past several years the National Council, working with exceptional standing committee chairs, has refined the method of governance and moved all modifications to the Bylaws of Mortar Board, Inc. to a Special National Conference, which is held virtually in January each year.

MORTAR BOARD NATIONAL FOUNDATIONIn 2014, long-time president of the Board of Trustees, past National President Sally Steadman, handed the gavel to past National President Denise L. Rode (Northern Illinois University, 1971). In 2013 and 2014 the Board of Trustees of the Mortar Board National Foundation (MBNF) presented $34,000 and $35,500 in graduate fellowships to deserving members, after a very demanding selection processes. Applications for fellowships in 2015 are due March 1. The Foundation has been instrumental in supporting chapters’ individual projects and also much of the conference and all advisor development programming done by our Society. In 2013 the Foundation established two new endowed funds, the Barbara I. Cook Endowment Fund and the Sally Watlington Fund. In 2014 the Jane K. Smith Gift Membership Fund became fully endowed. Thanks to the fund founders’ generosity, anticipated named endowments from Denise L. Rode and Betty M. Nelson were begun in 2014. The Foundation depends upon members’ annual giving to add to endowed and operating funds. The Society is grateful to members’ generosity, and a list of donors for 2013 follows.

ADVISORSThe Society places extreme value on advisor acquisition and support. Advisors are essential to chapter success. Our signature advisor education program LEAD (Leadership Excellence and Advisor Development) was conducted in both 2013 and 2014 for 18 and 20 participants who rate this day-long program very highly. In both 2013 and 2014, advisors were assisted in attending LEAD and the national conference by the Mortar Board National Foundation Trustees’ Challenge initiative.

Mississippi University for WomenCheryl Jackson Cooper

Monmouth CollegePatricia Clark Edmonds

Montana State UniversityJackie Pettyjohn Mathews

Northern Arizona UniversityLaura Wilbur Hauer

Northern Illinois UniversityFaith Demus ClarkIn memory of Ruth HaddockArlene Budreski LynchBlanche McHughKaren Shisler Patty-GrahamDenise L. Rode * BC

Northwestern UniversityJean Boehmler BisseyRoma Speer BrownCamille Jarzembski CookBarbara Wood MarshJudith Greasley MichHeidi Sandige

Occidental CollegeMarilyn Fair BurchillEvelyne Boss GlaserPhyllis Overholt LawrenceEdith Pankey MarshallPatricia Palmer Weckbaugh

Ohio Northern UniversityWalter Schilling

Ohio UniversityJennifer ConkeyLisa MaatzMarilyn PaulsenJane Porter

Ohio Wesleyan UniversityNancy Topping BazinMarilyn Musselman LedebuhrMarilyn Newell Wearda

Oklahoma Baptist UniversityKathryne MacKenzieK. Kay Stewart

Oregon State UniversityMary Nixon BraggJune Cyrus BashkinCandice Hironaka PittsKent Richards

Otterbein UniversityCory Ott

Pomona CollegeEmily Bockmon

Purdue UniversityVishal Bhandari *Patricia Zinobile BowmanJane Kinn Buser BC

Jill Carnaghi BC

Marilynn Dammon BC

Susan DeNuccio * BC

Susan Beier Fowler BC

Carole FrancePhyllis Baker Gladden

Cornell UniversityMary Jo Thoman Coe *Sandra Berkman FrommByrd Avery LochtieIsabelle Richmond

Denison UniversityRuth Knight DeckerAngela Kern SeaworthChristopher Swanson

DePauw UniversityJoyce Vietzke AllenBailey AnsteadMolly Loop DoughtenMarian Osborne Porter

Duquesne UniversityRuth Ragatz

Eastern Kentucky UniversityMary Jane Stander Reilly

Endicott CollegeSamantha Tyler Bellows

Florida State UniversityFlorence AshbyIn memory of June McManus AlfordJanice Kaminis PlattIn memory of Bobbie Lou Kaminis

Georgia State UniversityDonald Smith

Grinnell CollegeDolores Cain Hakes

Hood CollegeKathryn Chick

Indiana UniversityAlice Haurowitz SievertSara Jay Wurdlow

Indiana State UniversityCarol Rust KastnerIn memory of Ralph KastnerWilliam NiedererAndrew Robison

Kansas State UniversityHannah LeventhalMartha Lewis Starling ***Joleen ModenCatherine Verschelden

Kent State UniversitySara Richmond Burky

Lawrence UniversityBetty Thompson Messenger

Lyon CollegeMary-Margaret Nester

Miami UniversityKathryn HallerDebra MarksberryNancy Reed McAuliffeJo Ann Yampol Rohyans

Michigan State UniversityCarrie McNally MecklerNelda Trout Stuck

2013 DONORS BY CHAPTER

Agnes Scott CollegeEllen Hunter BrumfieldHolly HendersonNancy Rhodes McCrummenElizabeth Witt

Albion CollegeBradley BakerIn honor of the Chevron chapterCamille HaslingerDana Sauter Van Ness

Auburn UniversityLynn Campbell TinsleyNorma Jungenas Lemley

Augustana CollegeJunita Borg Hemke

Ball State UniversityLinda Stephens McMinn

Birmingham-Southern CollegeMarilyn BrownPeggy Constantine Payne

Bowling Green State UniversityMarcia Huna-CalandraLee Meserve *Betsy Forsythe ShoffstallBrenda Frawley Walsh

Bradley UniversityKristin Smith LadewigMichael Wilczynski *

Bucknell UniversityCaryn Stoskus Moran

Butler UniversityE. Jeanne Steel Hollingsworth

California State University Channel IslandsCaitlin CordovaIn honor of her grandmother, parents and Dr. Scott Frisch

Carnegie Mellon UniversityChristopher Capone

Case Western Reserve UniversityRobert HoniousSusan Mack RunkleIn memory of Louise Matson Mack and in honor of Laura Runkle

Chatham UniversityJudy Cope Evans

Coe CollegeDorothy PlagmannIn memory of Merritt PlagmannDavid Schweer

College of William and MaryBarbara Campbell BorstElaine Diehm GuilfoyleFrances Pendleton ElliottCynthia Frye HowesMarilyn Zaiser Ott

The University of MiamiWilliam ButlerStephanie Kermer Watkins

The University of Nebraska – LincolnJanet Williams BeckmannJudith Chapman ClarkDelores Irwin JacobsonAudrey Rosenbaum SwartzSue Carkoski Tempero In memory of Mary Jane Mulvaney

The University of Nebraska – KearneyRandall GoldfishWillis HuntNora Van Pelt LindnerMichael Yanney

The University of New MexicoHelen Looney Wilson

The University of Northern ColoradoElizabeth Metcalf Ruthmansdorfer

The University of OklahomaPatricia Bynum RiggsHarriet Wildman CousonsMary Ellen Hipp DoyleRobert JarmanBonnie Neuwald Kennedy *Catherine Bond Wootten

The University of South DakotaMargaret Halla Cash Wegner *In memory of Joseph M. Cash, M.D. and in honor of Ayla Cash, Claudia Cash, Dr. Joseph M. Cash and Sheridan CashLavon Mickelson MeyersMarilyn Hobbs Poulsen

The University of Texas at AustinSusan Clark BeisertJudy Bergsma Owen

The University of ToledoVirginia Girkins BlackBarbara Bertke HoldcroftDennis KlaustermeyerRuth Crockett Miller

The University of TulsaClinton RataczakJanet Bascom Sutter

The University of VermontLola Foster SmithRandall Volkert

Troy UniversitySara Newton CarrollIn memory of Emma Norris

Tulane UniversityCarole Rolnick Shlipak

University at BuffaloAnaline HicksJune Ulrich Stillwell

University of ArizonaHelen Harbison KroeseGregory ZiebellIn honor of Diane Selby

Benjamin HemmelgarnMary Helen Clinger HopkinsBarbara Moore HudsonDololres Coplon JonasValerie Brown KuhnheimMarjorie Erskine LaskoChristina McClain LawlessJohn T. Mount BC

Mary Jones O’ShaughnesseyIn memory of Ruth MountBeverly Klunk RhodenbaughDiane Miller Selby **Megan McGough StevensNora Pickard TattersallMarianne Rothhaas Torbert *In memory of Ruth Mount Anthony Vidmar In memory of Ruth Mount and in honor of John Mount and Mabel Freeman

The Pennsylvania State UniversityBarbara ArnoldMargaret Martin BerryMarilyn Williams BlackJanet Feaster BlewKaye Kittle Boyer RyanIn honor of the Archousai chapterMarian Ungar CoppersmithAbigail Diehl BC

Eliza Newell FlanaganIn honor of Marian Ungar CoppersmithLurene Jochem FrantzIn memory of Phoebe Forrest Link and in honor of Marty StarlingHelen Baldwin GreeneMargaret Ramaley MooreIn honor of her parentsMartha Koons NissleyKathleen Pavelko

The University of AkronLisa Claus KrohnTracy Shaffer

The University of AlabamaSusan Boteler Caples *In honor of Marty StarlingLane Chambers NestmanEmily RuchFrances Ellis SchwemmerMary Scott *

The University of DenverSusan DeaneDoris Gould FinniePamela HugginsAndrea RichardsonIn honor of Patricia TiltonMargaret Tagg Tagliavia

The University of IowaRuth Rowland AltenederPenny Hicks KellyMary Ladd LootsMargery McDonald McKinleyMaxine Erickson RedekerAnn Engelhardt TeskeMarilyn Schugel WirtzIn memory of Ruth Skelley

The University of KansasBetty Whitney Alderson

Bridget Williams Golden BC

Carolyn GoughNancy Steele Gump BC

Jane A. Hamblin ** BC

Aldred Hellmich BC

In memory of Beverley Stone Cassandra Lucas * BC

Marylu McEwen BC

Mary Sue McMahan BC

Patricia Mintz BC

Carol Pyle BC

Rusty Rueff * BC

Suzann Shackleton BC

Linda and Bob Sorensen *** BC

Jennifer Birch SzolwinskiBenjavan Upatising BC

Sally Watlington *** BC

Barbara Watts BC

Carol Winzeler BC

Frank Worden BC

Rhodes CollegeMargaret Welsh Curlovic

San Diego State UniversityDonald HendersonJudith Lewis Logue In honor of Jane HamblinJeanne Nelson JohnsonEvonne Altman NollKaren Stiner **Alexandria Warneke

Southern Methodist UniversityEllie Norris

Tennessee Technological UniversityGilbert Fernandez *

Texas Tech UniversityJoan Dorris DukeCatherine Nelson Evans BC

Brenda PetersIn honor of Dr. Herschal Mann

Texas Wesleyan UniversityPatricia Burrell AlexanderMichele Sackett-DGracia

The American UniversityPatricia Blake Cerny

The Ohio State UniversityLaura Bockbrader BakerEliane Thomas BarnumL. Ann BishDina Stern BoettcherShirley Bowser **Ruth Ansley BrownJean CarfagnoSheila CastellarinCarolyn Cranmer ChabotSusan Beery ClarkChristine Wolf ColemanGail Harrison Corvette ** BC

Jean Dearth DickerscheidBarbara Gibbs DosterCarole Hinkle DrefferMabel Gilbert Freeman **Dolores Mechling FullerIn memory of Nancy Olwine ByrneBecky Zell FullmerVirginia Niswonger Gordon BC

Catherine Schroeder GrafKathryn Bucher Hanlon

University of ArkansasBarbara I. Cook ***Francille Maloch Firebaugh

University of California, BerkeleyMohammed HillPaul Reisz

University of California, Los AngelesBonnie Urry NideverMargaret Rosato

University of California, Santa BarbaraCynthia Foster BrinkmannRachel Gibson

University of Central MissouriJared Duley

University of CincinnatiMary Light MeyerPamela Shaffer ReulingBarbara Thayer WeetmanLaura Nusekabel Weldishofer

University of ColoradoLenore Westermann

University of ConnecticutCynthia Booth Lord

University of DelawareCatherine DeAngeles

University of FloridaSarah Foot DiNicolantonio

University of Hawaii at ManoāChristine Putzulu

University of HoustonSandra Dyson Rodriguez

University of IllinoisCarole Truckenbrod BoersmaRochelle Ezer Elliott

University of Mary WashingtonPatricia Garrison LindholmNancy Edmunds Morris

University of MarylandJane Schaaf DeGrafft

University of MemphisSusan Walton Sigler

University of MichiganSarra Nazem

University of Minnesota, Twin CitiesCatherine Shannon *

University of Missouri – ColumbiaJudith Hayes HandDenise KungLinda Gerber LucasAndrew McCarthyLinda Headrick Setzer

University of Missouri - Kansas CityJohn Parker

University of MontanaChristopher Wilkins

Washington State UniversityLorraine Glover BentleySue Wayenberg HinzIn honor of John M. HinzMargit Anderson JacksonVirginia Harrison McDougleBetty Saffel SkidmoreBetty Jo Lyon Sorensen

Washington University in St. LouisJoan Rosen Sessel

Wesleyan CollegeMargaret Andrews Willis

West Texas A & M UniversityCharmazel DudtIn memory of Ruth Mount

West Virginia UniversityCyrus HajiranC. Michelle PrivettJane Kirby Smith ***

Whitman CollegeAnn Welch Willard

Wichita State UniversityThelma Graber BallMarjorie Graham BlodgettJeanine Joseph Leinhard

Willamette UniversityNathan Jackson

ChaptersBarbara Cook chapter at Purdue University ***Greater Lafayette Alumni chapter BC

Columbus Area Alumni chapter

Friends Lexie BeerBlossom Express **Joni Comstock BC

W. Nancy Dandrow BC

Tracey FoxCynthia C. and Robert E. Garrison BC

Patricia Jischke BC

Francie KaufmanPhyllis and Sidney Kilsheimer BC

Lola Frances Kiser and Mary Grace Harston BC

Gerald S. LeishuckIn memory of Emily Reaves LeishuckDamon McAllisterIn honor of the Fairmount chapterJohn NortonIn memory of Carol Hanson NortonMolly Potterack BC

Michael Reagan BC

Dillon RhodenbaughIn memory of Ruth Ann StaubitzRuth Nieman Wukasch BC

* Denotes giving of $500 to $999** Denotes giving of $1,000 to $4,999*** Denotes giving of $5,000 or moreBC Gifts in memory of Barbara I. Cook

Complete financial reports are available from the National Office.

University of North DakotaKathryn HetheringtonDouglas MunskiAlison MyhraKristi Nelson OkerlundSuzanne Wentsel Olson

University of North TexasAlta Flowers Birdsong Charldean Newell

University of RichmondBetty Ann Allen DillonMartha CarpenterElizabeth CheyneyPhyllis Dales DavisNancy Goodwyn HillJean ProffittSuzanne Prillaman Wiltshire

University of South AlabamaBrandon Caten

University of South CarolinaParker CraigIn honor of the new initiates of 2013

University of Southern CaliforniaRobert Vollmer

University of Tennessee at KnoxvilleCheryl Gunter *

University of UtahRay Anne Shrader BC

University of WashingtonFrances Joslin BoroughsBernice Born DyeAmy HaugerudNan HenriksenAlice Morse PowellMargery Robinson PhillipsBror Saxberg

University of Wisconsin - Eau ClaireNancy Kubicek AllenPaula Stuettgen

University of Wisconsin – MadisonJean Durgin HarlanCaroline Mahan Laubenheimer

University of Wisconsin – MilwaukeeJane M. Beyer

University of WyomingCharlotte Hearne DavisIn honor of the Cap & Gown chapter and advisors Angela Eicke SchraderIn honor of Charlotte DavisJohn and Sally Steadman ***Michael Golden *

Utah State UniversityBarbara Wagstaff Price

Vanderbilt UniversityMichael Gold

Virginia Polytechnic Institute and State UniversityElizabeth Weiss Carr

2013 STATEMENT OF FINANCIAL POSITION

REVENUE Membership dues and fees Conference fees Investment income Merchandise sales (net) Corporate contributions Foundation support Individual contributions MiscellaneousTotal Revenue

EXPENSES Program services Management and general FundraisingTotal Expenses

NET INCOME (LOSS) FROM OPERATIONS

NET ASSETSUnrestricted

EXPENSES Program services Fundraising Management and generalTotal Expenses

NET INCOME FROM OPERATIONS

NET ASSETSUnrestrictedTemporarily restrictedRestrictedTotal Net Assets

Mortar Board, Inc.

Mortar Board National Foundation

REVENUE Contributions and grants Investment income Fees Royalty income Other incomeTotal Revenue

$404,872$74,758$46,331$46,110$40,000$12,570

$4,256$3,016

$631,913

$493,728$142,306

$20,573$656,607

($24,694)

$306,735

$166,176$141,996

$6,493$221

$69$314,955

$66,673$14,532$11,976$93,181

$221,774

$158,549$219,000$828,011

$1,205,506