Mortarboard
Motar Board - National College Senior Honor Society
 

Reports

Here is a list of all of the forms your chapter will need over the year. They are organized by due date, starting at the beginning of the academic year. The chapter officer or member typically responsible for submitting the report is listed below each description. These responsibilities may vary from chapter to chapter and have been listed to serve as a guide for individual chapter planning. Unless otherwise noted, all chapter report forms may be sent to reports@mortarboard.org.

Chapter Action Plan (CAP) (required)
DUE ON OR BEFORE SEPTEMBER 15
Mortar Board chapter leaders are effective planners. Then they carry out their plans so all members are engaged in success. The CAP allows you to put your plans in a format that makes sense. A good plan will set up your chapter for successful service to Mortar Board and through Mortar Board. Your executive officers and advisor will assist in the development of your CAP. Your section coordinator will review your CAP and give your feedback Complete this form with estimated dates, hours spent and details for your chapter's events. Note, you don't need to wait until September 15. Plan early.
Review frequently asked questions about the CAP here.
Responsible officer: president, executive committee, and advisors

Mortar Board Forum Autumn Issue submission
DUE ON OR BEFORE OCTOBER 1

A picture is worth a thousand words. Please submit all submissions online. Write a little and send a great photo! Photos should be in jpeg, tiff or gif formats, NOT embedded in the document, and must be print-quality photo resolution (at least 300 dpi). 
Responsible officer: director of communications, historian or president

Conference Advisory Board (CAB) application
DUE ON OR BEFORE OCTOBER 15
The Conference Advisory Board is an inspired, insightful and committed group of mostly collegiate members of Mortar Board who are invited by the National Office staff to assist in the planning and execution of programming for the national conference. A member’s term on the CAB runs from the time of appointment until the start of the national conference. Any collegiate member of Mortar Board is eligible to apply, and preference will be given to collegiate members who have attended at least one national conference. New alumni members may also apply, provided they have attended at least one national conference or demonstrate expertise in leadership and conference programming.

National Council nomination
DUE ON OR BEFORE OCTOBER 15
Nominations are accepted for alumni members to serve on the National Council. The Standing Nominations Committee chair will certify the nominee’s willingness and ability to be a candidate. If slated, the candidate must supply a statement and suitable digital photograph. Elections are held at the Special National Conference in January. 
Responsible officer: any Mortar Board member

Governance recommendations
DUE ON OR BEFORE OCTOBER 15
Any member may submit amendments to the Bylaws of Mortar Board, Inc. on or before October 15. Proposed amendments are reviewed by the Governance Committee, which submits final recommendations to the National Council for vote at the Special National Conference.
Responsible officer: any member or chapter officer

Alumni Award nomination
DUE ON OR BEFORE NOVEMBER 15
Honor Mortar Board alumni by nominating them for a prestigious national alumni awards, the Distinguished Lifetime Membership Award, Alumni Achievement Award or the Emerging Leader Award.
Responsible officer: Alumni engagement officer, executive committee or other members

Mortar Board Forum Winter Issue submission
DUE ON OR BEFORE JANUARY 1
A picture is worth a thousand words. Please submit all submissions online. Write a little and send a great photo! Photos should be in jpeg, tiff or gif formats, NOT embedded in the document, and must be print-quality photo resolution (at least 300 dpi). 
Responsible officer: director of communications, historian or president

Official Membership Report (OMR) (required)
DUE BETWEEN SELECTION AND TAPPING
A complete list of the candidates your chapter has selected must be provided to the National Office at least two weeks before the candidates are tapped. Once these candidates are approved, they may be tapped by your chapter. The link above will take you to the OMR and instructions for its completion in Microsoft Excel. Please see the instructions tab of the workbook for more information on payment of fees. Within one week after initiation, your final OMR (including a completed Form III and updated payment status on Form II) must be completed with more detailed information about the candidates you selected, including whether they accepted or refused membership. Form III of the OMR automatically calculates the amount of fees your chapter must submit when Forms II and III are updated. Note, you must complete the previously-approved OMR, not a new workbook.
Responsible officer: membership chair, vice president or president and treasurer

Petition for Scholarship Exception
DUE WITH OMR, IF NECESSARY
The scholarship requirement for collegiate membership is the minimum grade point average representing the upper 35 percent of the student body with junior standing, or a minimum of a straight B average (3.0), whichever is higher on your campus. If your chapter wants to select a candidate whose GPA is lower than 3.0, you must submit a petition for a scholarship exception before the candidate may be tapped. Submit the petition along with the OMR, and the National Office will let you know if you may tap the candidate.
Responsible officer: membership chair, vice president or president

Petition for Maximum Chapter Size Exception
DUE WITH OMR, IF NECESSARY
Chapters must select a minimum of 15 candidates, or 10 percent of the student body with junior standing, whichever is less. The maximum number of members is 50, or 1.5 percent of the student body with junior standing, whichever is greater. If your chapter has a compelling reason for selecting more than the maximum number of candidates, submit this report for approval from the National Office. (If your chapter fails to consider the minimum number of candidates, a Chapter Recovery Initiative (CRI) report is required.)
Responsible officer: membership chair, vice president or president

Chapter Recovery Initiative (CRI)
DUE AS REQUESTED BY NATIONAL OFFICE OR SECTION COORDINATORS, OR AS ISSUES ARE IDENTIFIED WITHIN CHAPTER
Use this report to develop an action plan to overcome issues that threaten your chapter. Chapters that are struggling to obtain an appropriate number of candidates are urged to fill out the form as early as possible before selection in order to take proactive steps to overcome this obstacle and complete a successful selection.
Responsible officer: any Mortar Board member or officer

Honorary Membership Petition
DUE WITH OMR, IF HONORARY MEMBERS ARE SELECTED
Each year your chapter is encouraged to select as honorary members up to three people who exemplify the purpose of Mortar Board, who have, at least, a baccalaureate degree, and who have national or regional reputation in their field. A candidate for honorary membership may not already be a Mortar Board member. Note that Mortar Board also has a Chapter Citation, which is a way to honor people on your campus who have been helpful to your chapter, but who do not qualify for honorary membership.
Responsible officer: membership chair, vice president or president

Petition for Postgraduate Initiation
ROLLING DEADLINE
Alumni members of local honor societies that later became chapters of Mortar Board may become postgraduate initiates of Mortar Board upon completion and approval of this form.
Responsible officer: individual alumni of societies that later became Mortar Board

Fellowship application
DUE ON OR BEFORE MARCH 1
Mortar Board members of any age or distance from their baccalaureate degree who are furthering their education by pursuing a postgraduate degree are eligible to apply for funding from Mortar Board. Chapter officers are encouraged to promote the fellowship deadline to their chapter early in the fall.

Excellence in Advising Award nomination
DUE ON OR BEFORE MARCH 15
The Excellence in Advising Awards are given to Mortar Board chapter advisors who have demonstrated a commitment to the purpose of Mortar Board and who have gone above and beyond in their work with a collegiate chapter. Nominations are to be submitted from current collegiate members, and are due on or before March 15 of each year. Nominations are reviewed by a selection committee and recipients are announced annually at the Mortar Board National Conference. The Excellence in Advising with Distinction may be presented to an advisor who has previously won the Excellence in Advising Award. Nominating chapters must be in good standing.
Responsible officer: any member or chapter officer

National conference registration (required)
OPENS MARCH 15
The delegate's registration costs, meals and lodging are covered by Mortar Board, Inc. through the funds received by the conference fees paid by all chapters, along with grants and funding provided by Mortar Board, Inc. and the Mortar Board National Foundation. Additional collegiate participants are required to pay a registration fee, which includes meals and lodging. The deadline for official delegates to register is May 15. Delegates who register past the deadline will be assessed a late fee.
Responsible officer: new chapter president for upcoming academic year

Mortar Board Forum Spring Issue submission
DUE ON OR BEFORE APRIL 1
A picture is worth a thousand words. Please submit all submissions online. Write a little and send a great photo! Photos should be in jpeg, tiff or gif formats, NOT embedded in the document, and must be print-quality photo resolution (at least 300 dpi). 
Responsible officer: director of communications, historian or president

Final OMR and fees (required)
DUE WITHIN SEVEN DAYS AFTER INITIATION
See details above for completion of the final OMR. Ensure that the conference fee and all new member and continuing senior fees (including those paid online) have been received by the National Office. This is required for Gold Torch Award consideration. 
Responsible officer: membership chair, vice president or president and treasurer

New Officer Report (required)
DUE ON OR BEFORE MAY 15
This form reports the contact information for all your chapter’s officers and advisors to the Mortar Board National Office. This report must be completed by May 15 and anytime advisors or officers change. 
Responsible officer: chapter president (either incoming or outgoing)?

Chapter Finance Report (required)
DUE ON OR BEFORE MAY 15
This important form must be turned in to ensure your chapter's nonprofit status. What's more, you can leave a good record for the next leaders of your chapter. This is required for Gold Torch Award consideration. 
Responsible officer: treasurer

Chapter Annual Report (required)
DUE ON OR BEFORE MAY 15
This report shows you what you have done and leaves a good record for the next chapter leaders. This is required for Gold Torch Award consideration. Remember, you don't have to wait until May 15 to turn in any of these reports. 
Responsible officer: president

Advisor Annual Report (required)
DUE ON OR BEFORE MAY 15
Advisors must complete this year-end report. This is required for Gold Torch Award consideration. 
Responsible officer: advisor

Historian Annual Report
DUE ON OR BEFORE MAY 15
Each year, the chapter historian should submit this report summarizing the year's events and highlighting any unique changes that may be of historical value. Facts submitted in this report may be used by the Mortar Board Historical Publication Committee to write your chapter's history within a historical book on Mortar Board. To make report completion easier, the historian can save the report and work on it regularly throughout the year, adding events as they occur.
Responsible officer: chapter historian

Gold Torch Award application
DUE ON OR BEFORE MAY 15
Chapters that meet all the minimum standards (as outlined in the Bylaws) and meet minimum selection and acceptance standards are eligible to apply for this award. To receive a Gold Torch, chapters must have excelled in the areas of scholarship, leadership and service. The review process includes a review of all reporting, both voluntary and required. A chapter may be nominated by its officers, advisors or section coordinator. Winning the Gold Torch is a great addition to your and your officers' résumés. It is a great record to leave behind for your successors too!
Responsible officer: section coordinator, president, advisor or other chapter member

Ruth Weimer Mount Chapter Excellence Award application
DUE ON OR BEFORE MAY 15
The Ruth Weimer Mount Chapter Excellence Award is the highest possible honor given for chapter achievement - given for superior chapter operations, participation, selection, advising, visibility and communications. Considerations include being represented by a delegate at the national conference, submitting all required reports to the National Office, having at least one submission to the Forum, clearing all institutional and Mortar Board financial obligations, having a well-tested sense of camaraderie among chapter members, having a current up-to-date chapter website, submitting an application for at least one Project Excellence Award, completing a significant all-campus project that involves at least 75 percent of chapter participation, sponsoring an alumni event or newsletter, practicing an excellent selection process following procedures, having active advisor(s), being visible on campus, carrying out meaningful and established traditions, and communicating effectively with chapter members. Chapters must also submit a Gold Torch Award Application to be considered for the Ruth Weimer Mount Chapter Excellence Award. The chapter that wins this award must also receive a Gold Torch award in the same academic year. Five years must elapse before a winning chapter may apply again for the award.
Responsible officer: section coordinator, president, advisor or other chapter member

Project Excellence Award application
DUE ON OR BEFORE MAY 15
Chapters that have completed an outstanding project in scholarship, leadership development, fundraising, alumni involvement, service, “Reading is Leading” or Mortar Board Week will be considered for this award. A chapter may be nominated by its officers or advisors for any and all projects it would like to have reviewed by the review committee. Please share with us no more than your top five projects.
Responsible officer: president, advisor or other chapter member or officer

Most Improved Chapter Award application
DUE ON OR BEFORE MAY 15
Chapters, section coordinators or national leaders may nominate a chapter that document the greatest growth 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. The chapter that wins this award must also receive either a Silver Torch or Gold Torch award in the same academic year.
Responsible officer: section coordinator, president, advisor, other chapter member

Promotional Videos
DUE ON OR BEFORE MAY 15
At the national conference, chapters showcase their activities and programs through one-minute promotional videos. Think of all the visibility you will gain on your campus with your new promotional video. The promo videos will be shown at the national conference. The top-ranked video will have bragging rights all year long!
Responsible officer: communications, historian or other chapter member

National Conference registration (required)
DEADLINE WITHOUT A LATE FEE IS 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. Registration costs and accommodations are provided free of charge for this delegate. The cost is covered by the 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. Additional chapter members and advisors are invited to attend the conference but will be required to pay a registration fee. The deadline for official delegates to register is May 15. Delegates who register past the deadline will be assessed a late fee.
Responsible officer: new chapter president for upcoming academic year

Mortar Board Forum Summer Issue submission
DUE ON OR BEFORE JULY 1
A picture is worth a thousand words. Please submit all submissions online. Write a little and send a great photo! Photos should be in jpeg, tiff or gif formats, NOT embedded in the document, and must be print-quality photo resolution (at least 300 dpi). 
Responsible officer: director of communications, historian or president