Chapter Annual Report 2025 Logo

  • Chapter Annual Report 2025

    © 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 report also includes Collegiate Award Applications for Gold Torch, Inclusive Excellence,  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

  • Regions

    • Region 1: Northeast & Atlantic Coast (MA, MD, NC, NH, PA, VA, VT, WV)
    • Region 2: South/Southeast (AL, AR, FL, GA, KY, LA, MS, 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)
  •  -

  • Section 2. New Chapter Officers & Returning Members

    NEW OFFICERS: Please list all new officers for this upcoming academic year (Fall 2025 & Spring 2026). For Officer Title, please note your chapter's position titles that are equivalent to the written ones. RETURNING MEMBERS: Please indicate any returning members below. If you need more time getting the list, or need assistance with a roster, please indicate.
  •  
  •  
  • Browse Files
    Cancelof

  • Section 3. Advisor Information

    Please indicate the faculty/staff advisors for the 2025-2026 academic year. Enter the information for the primary advisor first. Additional advisors can be added below.
  •  -
    • Advisor #2 Information 
    •  -
    • Advisor #3 Information 
    •  -

  • Section 4. Chapter Goals & Advice for Future Leadership

    Please utilize this section to reflect back on chapter goals listed on your Chapter Action Plan. In your explanation of why, or why not, please keep in mind the following questions: How did you achieve the goal? What steps were taken and who was responsible? How can the next chapter continue this success?

  • Section 5. Chapter Minimum Standards

    Meeting the chapter minimum standards is important to fulfill your duties as a Mortar Board chapter. Additionally, meeting these standards on or before their deadlines is required for your chapter to be eligible for chapter awards. Please describe how your chapter accomplished the minimum standards required for Mortar Board. Please note Section 1.22 in the Mortar Board Bylaws outlines the minimum standards required of a chapter.


  • Section 6. Region Coordinators

  • Your Region Coordinators are an integral part of your chapter to help guide you through the year. Please complete the questions below to let the National Office know how they were most helpful to you! To view your Region Coordinators, click here.

  • Section 7. Mortar Board National Office

    As the Mortar Board National Office, we strive to provide opportunities for growth and leadership for collegiate chapters. This feedback is valuable for the Mortar Board National Office to valuate ways to improve our support.

  • Section 8. Events & Programs

  • Section 9. Chapter Health

    Please rate your chapter's health in the following areas. This information is used to help the National Office identify areas to provide the support needed to the next chapter leaders.

  • Section 10. Conference Information

    The Mortar Board National Leadership Conference is virtual, Saturday, July 19 - Saturday, July 20, 2025 for four hours each day (2pm-6pm Eastern / 1pm-5pm Central / Noon-4pm Mountain / 11am-3pm Pacific / 8am-Noon Hawaiian). With payment of the Chapter Annual Fee ($350), chapters may send as many collegiate or advisor delegates they'd like. Each chapter must send at least one collegiate delegate. More information can be found at mortarboard.org/conference.

  • Section 11. Chapter Finance Report

    Report activity from your chapter's checking account. If your chapter has not yet completed all financial transactions for the year, please report as much information as possible. Projections are permitted.

  • Section 12. Chapter Historian Report

  • Browse Files
    Cancelof

  • For Award Consideration Only (Optional)

    Mortar Board chapters work hard all year, and we want to recognize you for your efforts and accomplishments! We have a wide variety of awards; please consider nominating your chapter to celebrate your successes. All award applications are due May 15.
    • Gold Torch Award 

    • This report also includes Collegiate Award Applications for:

      • Gold Torch
      • Inclusive Excellence 
      • Project Excellence
      • 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. 

      If you have questions or need assistance, please contact Trish Maxwell (tmaxwell@mortarboard.org).

    • Gold Torch Awards 
    • Project Excellence Awards 
    • Browse Files
      Cancelof
    • Inclusive Excellence Awards 

    • Browse Files
      Cancelof
    • Outstanding Achievement Awards 

  • 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: