Chapter Annual Report 2024

Chapter Annual Report 2024

© Mortar Board, Inc.
The Chapter Annual Report (CAR) shows you what you have done and leaves a good record for the next chapter leaders for the coming year. This is a collaborative report combining the Chapter Annual, Historian, and Financial Reports.

This report also includes Collegiate Award Applications for Gold Torch, DEI&B, Project Excellence, and Outstanding Achievement. Chapters looking to apply for Ruth Weimer Mount Chapter Excellence, Freeman & Fox Most Improved Chapter, Excellence in Advising, or Starlington Prize should complete the applications on the Awards webpage. To be eligible for all collegiate awards, your chapter must complete the Chapter Annual Report by the May 15 deadline.

The Chapter Annual Report is due May 15 for all semester schools and quarter schools applying for awards. If a quarter school is not applying for awards, the report is due June 1. The Chapter Annual Report is mandatory for all chapters.

This report will help next year's leaders plan their year; please be as thorough as possible. Work collaboratively with your chapter leadership to submit one Chapter Annual Report; the report may be submitted by an advisor or chapter officer. A separate advisor report has been created to better gauge the advisor experience; that link is available on the Reports webpage and is also linked to the confirmation message of this report.

Before completing the Chapter Annual Report, it will be helpful to have your chapters' most recent Chapter Action Plan (CAP), which you completed in the fall, as well as financial information, historical data, and selection information.

If you have questions or need assistance, please contact Trish Maxwell (tmaxwell@mortarboard.org).
Section 1. Report Contact Information
University/School*
Chapter Name*
* If named after a person, please include name here
Regions
- Region 1: Northeast & Atlantic Coast (MA, MD, NH, PA, VA, VT, WV)
- Region 2: South/Southeast (AL, AR, FL, GA, KY, LA, MS, NC, TN, SC)
- Region 3: Midwest-East (MI, OH, IN)
- Region 4: Midwest-West (IA, IL, MN, ND, NE, SD, WI)
- Region 5: Great Plains South/Southwest (AZ, KS, MO, NM, OK, TX)
- Region 6: Rocky Mountain & Pacific (CA, HI, ID, MT, OR, UT, WA, WY)
Region*
Note Regions Above
Person Completing the Report*

First NameLast Name
Officer/Advisor Position*
Email*
example@example.com
Phone Number

Area CodePhone Number
Chapter Website
Please enter the URL if your chapter has a website
Chapter Instagram Handle
Please enter your handle if your chapter has an Instagram page
Chapter Facebook Handle
Please enter your handle if your chapter has a Facebook page

Section 2. New Chapter Officers

Please list all new officers for this upcoming academic year (Fall 2024 & Spring 2025). For Officer Title, please note your chapter's position titles that are equivalent to the written ones.

Officer Positions*

	First Name	Last Name	Email	Phone	Member Type (New Member/Continuing Student)
President
Vice President
Secretary
Treasurer
Membership Chair
Historian
Alumni Relations

Additional Officer Positions (if applicable)

	Officer Title	First Name	Last Name	Email	Phone	Member Type (New Member/Continuing Student)
Additional Officer
Additional Officer
Additional Officer
Additional Officer
Additional Officer
Additional Officer

Section 3. Advisor Information

Please indicate the faculty/staff advisors for the 2024-2025 academic year. Enter the information for the primary advisor first. Additional advisors can be added below.
Primary Advisor Name*

First NameLast Name
Institution Title*
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Primary Email*
example@example.com
Phone Number*

Area CodePhone Number
Were they an advisor this year (Fall 2023 and Spring 2024)?*

YesNoUnsure

Advisor #2 Information
Advisor Name

First NameLast Name
Institutional Title
Email Address
example@example.com
Phone Number

Area CodePhone Number
Were they an advisor this year (Fall 2023 and Spring 2024)?

YesNoUnsure

Advisor #3 Information
Advisor Name

First NameLast Name
Institutional Title
Email Address
example@example.com
Phone Number

Area CodePhone Number
Were they an advisor this year (Fall 2023 and Spring 2024)?

YesNoUnsure

Completing the Report

Thank you for completing the Chapter Annual Report. A copy will be emailed to you for your records and shared with the advisor and incoming officers this summer. The National Office will reach out via email if we have any questions about what was submitted.
Should be Empty:

Chapter Annual Report 2024

Section 1. Report Contact Information

Section 2. New Chapter Officers

Section 3. Advisor Information

Section 4. Chapter Goals & Advice for Future Leadership

Section 5. Chapter Minimum Standards

Section 6. Region Coordinators

Section 7. Mortar Board National Office

Section 8. Events & Programs

Section 9. Chapter Health

Section 10. Conference Information

Section 11. Chapter Finance Report

Section 12. Chapter Historian Report

For Award Consideration Only (Optional)

Completing the Report