Chapter Annual Report 2026

  • Chapter Annual Report 2026

    © Mortar Board, Inc.

  • 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).

  • 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)
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  • Section 2. New Chapter Officers & Returning Members

    NEW OFFICERS: Please list all new officers for this upcoming academic year (Fall 2026 & Spring 2027). 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.
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  • Returning/Continuing Students are those initiated in 2025 who will be around for a second year with Mortar Board. We are looking for chapters to provide a list of names of those who are returning, so we can track their engagement and ensure they are included on collegiate rosters. Will you have any Returning/Continuing Students? (note: there is no additional cost for multiple years of involvement)*
  • Please provide a list of your Returning/Continuing Students (initiated in 2025).
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  • Section 3. Advisor Information

    Please indicate the faculty/staff advisors for the 2026-2027 academic year. Enter the information for the primary advisor first. Additional advisors can be added below.
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  • Were they an advisor this year (Fall 2025- Spring 2026)?*
    • Advisor #2 Information 
    •  -
    • Were they an advisor this year (Fall 2025- Spring 2026)?
    • Advisor #3 Information 
    •  -
    • Were they an advisor this year (Fall 2025- Spring 2026)?

  • 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.
  • Was your tapping (check all that apply)*

  • Do you hold orientation/info session for new members?*
  • Was your orientation/info session (check all that apply)

  • Does your chapter have a roll book that is signed during initiation?*
  • Did you transition your new officers yet?*

  • 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.

  • How would you characterize the support you received from your Region Coordinators?

  • 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.
  • Please check any of the following resources you found helpful this year:

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  • With the addition of juniors to our eligibility, in 2024 there was a national name shift to "Mortar Board National College Honor Society" (removing Senior), and National Mortar Board updated its logos in late 2024. Do you need assistance/guidance in updating your branding?*

  • Section 8. Events & Programs

  • Did your chapter hold a fundraiser?*
  • Did your chapter hold a faculty, staff, or student recognition initiative?*
  • Did your chapter actively engage with alumni members?*
  • Did your chapter take steps to increase your commitment to community and belonging (inclusive excellence) as a chapter?*
  • Did you partner with offices/organizations on campus?*
  • Did your chapter participate in "Mortar Board Week of Service" (October 20-26, 2025)?*

  • 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.
  • Membership (amount of applications, yield from candidates to paid members)*
  • Activities (holds activities around scholarship, leadership, service, campus recognition)*
  • Financial (pays national dues, holds fundraisers, has adequate funds for activities)*
  • Advisors (at least one committed advisor, advisor feels supported/trained in their role)*
  • Officers (strong executive board, e-board feels supported/trained in their role)*
  • Member Engagement (members participate in activities and meetings)*
  • Did your chapter allow rising juniors to join this year?*

  • Section 10. Conference Information

    The Mortar Board National Leadership Conference is in-person this year, in Columbus, Ohio from September 25-27, 2026. With payment of the Chapter Annual Fee ($350), the registration for one student delegate is covered (includes registration, meals, and two nights in shared hotel room). Chapters may send additional students or advisors for an additional cost. Each chapter must send at least one collegiate delegate. More information can be found at mortarboard.org/conference.
  • Has the student delegate attending the National Conference been identified?

  • 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.
  • Where is your chapter bank account held?*
  • Is your chapter eligible for student government funding?*

  • Section 12. Chapter Historian Report

  • Do you have a documented written chapter history?*
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  • 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).

    • As noted above, some national awards have their own application process. Please indicate the awards you plan to (or already have) apply for: (check all that apply)
    • Gold Torch Awards 
    • Would your chapter like to be considered for the Gold Torch Award?
    • Project Excellence Awards 
    • Would your chapter like to be considered for a Project Excellence Awards?
    • The Project Excellence Awards recognize an outstanding project completed in specific areas. Selecting the awards here and providing information below will serve as your Project Excellence Award application. Which awards would you like your chapter to be considered for? (check all that apply)
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    • Inclusive Excellence Awards 
    • Would your chapter like to be considered for the Inclusive Excellence Award?
    • In which of the following areas has your chapter excelled in Inclusive Excellence (check all that apply)

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    • Outstanding Achievement Awards 
    • Would your chapter like to be considered for an Outstanding Achievement Award?
    • Which areas would you like your chapter to be considered for? (check all that apply)

  • 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.
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