Find a chapter
Start a chapter
Calendar
Report forms
Chapter assistance
Service ideas
Fundraising ideas
Publicity help
Technology help
Reading is Leading project ideas
Chapter FAQ
Chat with Mortar Board
INK newsletter
Handbook and guides

Mortar Board chapter report forms

Required chapter forms

Officer Address Information Form (Due May 15 or immediately following chapter officer elections, typically in the spring) – This form reports the contact information for all your chapter’s officers and advisors to the Mortar Board National Office.

Chapter Finance Report (Due May 15) – This important form must be turned in to ensure your chapter’s non-profit status.

Chapter Annual Report (Due May 15) – It is vital that all chapters complete this report at the end of their academic year programming. 

Chapter Planning Calendar (Due October 15) – Complete this form with estimated dates, hours spent and details for your chapter’s events.

Advisor Annual Report (Due May 15) – Advisors must complete this year-end report in order for their chapter to be eligible for any awards.

Membership Selection Plan (MSP) (Due December 15) – Plan for the numerous aspects of your upcoming membership selections process, including the application process, selecting new members, tapping, orientation and initiation.  This information must be reported to the National Office before you can begin your selections process!

Official Membership Report (OMR) (Due between the selection and tapping of new members) – A complete list of the members your chapter has selected must be provided to the National Office prior to tapping.  Once these members are approved, they may be tapped. 

OMR and fees (Due May 15 or within one week of initiation) – A revised chapter OMR must be completed with more detailed information about the members you selected, including whether they accepted or refused membership, or if they received a gift membership. You must collect national and any local membership dues (if applicable) prior to initiation, as these must be sent with the revised OMR. 

National conference registration (Due May 15) – Each chapter is required to send one delegate to the annual national conference in order to remain in good standing. The delegate is typically the chapter president or another officer if he/she is unable to attend. Travel, registration costs and accomodations are provided free of charge for this delegate. The cost is covered by the $150 conference fee the chapter submits annually with the OMR and fees, along with grants and funding provided by Mortar Board, Inc. and the Mortar Board National Foundation.

Optional chapter forms

Honorary Membership Petition – Each chapter is encouraged to choose up to three (3) people that exemplify the ideals of Mortar Board as honorary members each academic year.  For people you would like to honor that are already members, they may be awarded the Chapter Citation.

Petition for Post-Graduate Initiation – Alumni members of local honor societies which later became chapters of Mortar Board may become alumni members of Mortar Board upon completion and approval of this form. 

Petition for Scholarship Exception – The scholarship requirement for collegiate membership shall be the minimum grade point average representing the upper 35 percent of the junior class, or a minimum of a straight B average (3.0), whichever is higher on any given campus.  Any exceptions to this minimum standard may or may not be granted upon completion of this form. 

Petition for Chapter Size Exception – The minimum number of members in a collegiate chapter shall be 15, or 10 percent of the student body with junior standing, whichever is less.  The maximum number of members shall be 50 members, or 1.5 percent of the student body with junior standing, whichever is less.  Any exceptions may or may not be granted upon completion of this form.

Award application forms

Chapter Project Grant application (Accepted twice annually: October 15 and May 15) – The Mortar Board National Foundation grants financial funding to chapters with new, creative projects.  Projects which reflect the aims and purposes of Mortar Board, engage all of the chapter's membership and have the potential for becoming an annual chapter activity are given priority. 

Mortar Board Week Visibility Grant application (Due December 15) – New for 2007-2008, the Mortar Board National Foundation will grant financial funding to chapters who are attempting to gain campus visibility with their Mortar Board Week projects.  Funding can be used for anything related to visibility, whether you are purchasing t-shirts, making banners or buying advertising.

Fellowship application (Due January 31) – All Mortar Board members, of any age, who are furthering their education by pursuing a post-graduate degree are eligible to receive funding from Mortar Board.  Read more details here.

Fellowship recommendations (Due January 31) - Fellowship applicants are required to have two recommendations submitted on their behalf, accessible online.

Golden Torch Award nomination form (Due May 15) - Chapters who meet all the minimum standards (as outlined in the Bylaws) and meet all necessary deadlines are eligible to apply for this award.  In order to receive this award, chapters should have excelled in the areas of scholarship, leadership and service. The selection process will include a review of National records to determine eligibility.  Chapters may nominate themselves or section coordinators can nominate on their behalf.

Project Excellence Award nomination form (Due May 15) - Chapters who have completed an outstanding event in the areas of scholarship, leadership development, fundraising, alumni involvement, service, implementation of the national “Reading is Leading” initiative or a Mortar Board Week project will be considered for this award. 

Chapter Web site Award nomination form (Due May 15) - Outstanding chapter Web sites are awarded annually to deserving chapters. Chapters may self-nominate, or may be nominated by any member of the national leadership. Technology help is available here.

Most Improved Chapter Award nomination forms (Due May 15) – Chapters, section coordinators or national leadership members can nominate a chapter who can document the greatest growth and/or improvement in the areas of new member selection, membership orientation and transition, chapter operations, service to the community and visibility.  Only one recipient is awarded annually.

Excellence in Advising Award nomination form (Due March 15) Chapters may nominate outstanding advisors to be recognized annually for their contributions and ongoing dedication to Mortar Board.  An advisor cannot receive the award more than once within a five-year period.  Up to three advisors may be selected for this honor each year.

View all by date (based on the academic year).