THE MATHER EVANSTON: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE MATHER EVANSTON (EIN 20-5860808)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349318375
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T19:45:56-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 E ENTERPRISE AVE SUITE 300 | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205860808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MATHER EVANSTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATH | BusinessNameControlTxt |
| Phone | 8474927500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 SHERMAN AVENUE 1010 | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY G LEARY | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8474927500 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELCEY LEITL | PreparerPersonNm |
| PTIN | P01584977 | PTIN |
| Phone | 9209686700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY SCHOEGGL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 SHERMAN AVENUE 1010 | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,940,034 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MATHER.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE MATHER EVANSTON IS A NOT-FOR-PROFIT SENIOR LIVING COMMUNITY (CONTINUED ON SCHEDULE O)THAT ENHANCES THE LIVES OF OLDER ADULTS BY CREATING WAYS TO AGE WELL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,268,199 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,724,892 | CYProgramServiceRevenueAmt |
| PY Investment Income | $53,492 | PYInvestmentIncomeAmt |
| CY Investment Income | $215,142 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $30,321,691 | PYTotalRevenueAmt |
| CY Total Revenue | $31,940,034 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,150,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,700,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,117,001 | PYOtherExpensesAmt |
| CY Other Expenses | $26,461,864 | CYOtherExpensesAmt |
| PY Total Expenses | $39,267,001 | PYTotalExpensesAmt |
| CY Total Expenses | $38,161,864 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,945,310 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,221,830 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $200,627,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $205,697,024 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $253,875,083 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $266,662,072 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$53,247,598 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$60,965,048 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MATHER EVANSTON IS A NOT-FOR-PROFIT SENIOR LIVING COMMUNITY THAT PROVIDES A FULL CONTINUUM OF LIVING OPTIONS FROM INDEPENDENT LIVING THROUGH SKILLED NURSING CARE, WHICH OFFERS OLDER ADULTS THE OPPORTUNITY TO LIVE ENGAGED AND ACTIVE LIFESTYLES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $35,516,569 | ExpenseAmt |
| Grant | $11,700,000 | GrantAmt |
| Revenue | $31,724,892 | RevenueAmt |
| Desc | THE MATHER EVANSTON IS A NOT-FOR-PROFIT LIFE PLAN COMMUNITY THAT ENHANCES THE LIVES OF OLDER ADULTS BY CREATING WAYS TO AGE WELL. | Desc |
| Total Program Service Expenses | $35,516,569 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY SCHOEGGL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8474926760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 SHERMAN AVENUE SUITE 1010 | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| MARY G LEARY | ||||||||
| PRESIDENT & CEO | 0.10 | 60.30 | Yes (X) | Yes (X) | $0 | $2,347,083 | $184,522 | |
| CAROL L SUSSENBACH | ||||||||
| CFO & TREASURER - THRU 04/2023 | 0.10 | 50.30 | Yes (X) | Yes (X) | $0 | $817,872 | $41,432 | |
| DAVID MURLETTE | ||||||||
| SVP SR. LIVING | 0.10 | 50.10 | Yes (X) | $0 | $680,591 | $49,365 | ||
| YVONNE JUNG | ||||||||
| SVP HR THRU 9/23; DIR HR THRU 11/23 | 0.10 | 50.10 | Yes (X) | $0 | $398,654 | $34,329 | ||
| MARY SCHOEGGL | ||||||||
| CFO - AS OF 10/2023 | 0.10 | 50.30 | Yes (X) | Yes (X) | $0 | $87,225 | $3,166 | |
| CHRISTOPHER MANELLA | ||||||||
| SVP FINANCE & TREASURER | 0.10 | 50.10 | Yes (X) | $0 | $426,583 | $58,483 | ||
| JULIE RIGGS | ||||||||
| SECRETARY | 0.10 | 49.90 | Yes (X) | $0 | $216,965 | $50,115 | ||
| MARY SULLIVAN | ||||||||
| FORMER SVP HUMAN RESOURCES | 0.00 | 0.00 | $0 | $616,324 | $2,835 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,591,297 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $424,247 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SUNSET POOLS & SPAS | |||||
| 1675 HICKS ROAD | ROLLING MEADOWS | IL | 60008 | POOL CONSTRUCTION | $639,000 |
| MAINTENANCE HOTLINE INC | |||||
| 1571 SHERMAN AVE REAR ANNEX | EVANSTON | IL | 60201 | MAINTENANCE | $494,395 |
| ADVANTAGE PARKING | |||||
| 181 S NORTHWEST HIGHWAY | BARRINGTON | IL | 60010 | PARKING AGENCY | $216,496 |
| AVDG | |||||
| 1640 HUBBARD | CHICAGO | IL | 60622 | AUDIO VISUAL | $197,953 |
| MAXIM HEALTHCARE SVCS | |||||
| 12558 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | STAFFING | $187,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MONTHLY SERVICE FEES | 623000 | $21,277,547 | $21,277,547 | |
| PROGRAM RELATED INTEREST INCOME | 525990 | $6,466,144 | $6,466,144 | |
| AMORT. OF DEFERRED ENTRANCE FEES | 623000 | $2,503,449 | $2,503,449 | |
| DAILY ROOM CHARGES | 623000 | $839,879 | $839,879 | |
| RESIDENT SERVICES | 623000 | $637,873 | $380,313 | $257,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,724,892 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $215,142 | TotalRevenueColumnAmt |
| Exclusion | $215,142 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,940,034 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,467,332 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $472,702 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,700,000 | TotalAmt |
| Program Services | $11,700,000 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,531 | TotalAmt |
| Management And General | $7,531 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,740 | TotalAmt |
| Management And General | $53,740 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $888,755 | TotalAmt |
| Program Services | $888,755 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,481 | TotalAmt |
| Program Services | $305,481 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,719 | TotalAmt |
| Program Services | $276,023 | ProgramServicesAmt |
| Management And General | $80,696 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,571 | TotalAmt |
| Program Services | $31,245 | ProgramServicesAmt |
| Management And General | $287,326 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,566,454 | TotalAmt |
| Program Services | $3,566,454 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,731 | TotalAmt |
| Program Services | $24,198 | ProgramServicesAmt |
| Management And General | $2,533 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,514 | TotalAmt |
| Program Services | $8,565 | ProgramServicesAmt |
| Management And General | $21,949 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,159,267 | TotalAmt |
| Program Services | $3,159,267 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,455,260 | TotalAmt |
| Program Services | $2,455,260 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,731 | TotalAmt |
| Program Services | $365,731 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACTED SERVICES | $11,375,502 | $10,357,633 | $1,017,869 |
| RESIDENT PROGRAM SVCS | $1,710,453 | $1,710,453 | |
| CORPORATE SERVICES | $1,364,380 | $300,164 | $1,064,216 |
| NURSING AND MEDICAL | $333,514 | $333,514 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,261 | TotalAmt |
| Program Services | $33,826 | ProgramServicesAmt |
| Management And General | $109,435 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,161,864 | TotalAmt |
| Program Services | $35,516,569 | ProgramServicesAmt |
| Management And General | $2,645,295 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200 | BOYAmt |
| EOY | $170 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,017,921 | BOYAmt |
| EOY | $13,895,194 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,628 | BOYAmt |
| EOY | $524,428 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,247 | BOYAmt |
| EOY | $70,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,816,627 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,625,869 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,566,578 | BOYAmt |
| EOY | $4,190,758 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,124,000 | BOYAmt |
| EOY | $181,124,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,280,911 | BOYAmt |
| EOY | $5,891,900 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,627,485 | BOYAmt |
| EOY | $205,697,024 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,721,583 | BOYAmt |
| EOY | $8,000,481 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,153,500 | BOYAmt |
| EOY | $258,661,591 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,875,083 | BOYAmt |
| EOY | $266,662,072 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$53,247,598 | BOYAmt |
| EOY | -$60,965,048 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$53,247,598 | BOYAmt |
| EOY | -$60,965,048 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,627,485 | BOYAmt |
| EOY | $205,697,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,221,830 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1,495,620 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,369,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,401,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,774,756 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,117,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,467,332 | CurrentTaxYearAmt |
| Total | $148,130,192 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $249,567 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $112,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $257,560 | CurrentTaxYearAmt |
| Total | $892,072 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,618,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,513,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,897,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,268,199 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,724,892 | CurrentTaxYearAmt |
| Total | $149,022,264 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,179,198 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,170,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,177,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,162,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,146,744 | CurrentTaxYearAmt |
| Total | $30,836,730 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,179,198 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,170,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,177,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,162,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,146,744 | CurrentTaxYearAmt |
| Total | $30,836,730 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $118,185,534 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,492 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,142 | CurrentTaxYearAmt |
| Total | $375,652 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,492 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,142 | CurrentTaxYearAmt |
| Total | $375,652 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,697,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,534,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,903,936 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,321,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,940,034 | CurrentTaxYearAmt |
| Total | $149,397,916 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.79110 | PublicSupportCY509Pct |
| Public Support PY509 | 0.78690 | PublicSupportPY509Pct |
| Investment Income CY | 0.00250 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00150 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $736,244 | OtherCostOrOtherBasisAmt |
| Depreciation | $267,103 | DepreciationAmt |
| Book Value | $469,141 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,526,531 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,823,175 | DepreciationAmt |
| Book Value | $1,703,356 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,553,852 | OtherCostOrOtherBasisAmt |
| Depreciation | $535,591 | DepreciationAmt |
| Book Value | $2,018,261 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,190,758 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY NOTES RECEIVABLE | Desc |
| Book Value | $181,124,000 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $181,124,000 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ENTRANCE FEES | $239,960,579 |
| DEFERRED ENTRANCE FEES | $15,288,118 |
| PROSPECTIVE RESIDENT DEPOSITS | $1,817,600 |
| MATHER - INTER-ENTITY LOAN | $1,595,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $258,661,591 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LIABILITY FOR UNCERTAIN TAX POSITIONS MATHER, MATHER FOUNDATION, MATHER PLACE, MATHER INVESTMENTS, NFP, MATHER POSSIBILITIES AND THE MATHER EVANSTON HAVE RECEIVED FAVORABLE DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE STATING THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED GUIDANCE THAT REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. ADDITIONALLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. THE ENTITIES OF MATHER FILE TAX RETURNS IN CERTAIN STATES; HOWEVER, THEY DO NOT FILE IN EVERY STATE. FOR ALL STATES WHERE THE ENTITIES HAVE NOT FILED A STATE RETURN, ALL TAX YEARS REMAIN OPEN. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MATHER FOUNDATION | ||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 201030638 | 501(C)(3) | $11,500,000 | $0 | MISSION DRIVEN PROGRAM |
| THE GROWING SEASON | ||||||||
| 1603 ORRINGTON AVE 13TH FLOOR | EVANSTON | IL | 60201 | 861376734 | 501(C)(3) | $200,000 | $0 | MISSION DRIVEN PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. THE REPORTING ORGANIZATION PROVIDES GRANTS TO RELATED ORGANIZATIONS AND SUPERVISES THE USE OF THE GRANTS THROUGH OVERLAPPING DIRECTORS. DURING 2022, THE ORGANIZATION MADE A MULTI-YEAR PLEDGE TO ANOTHER ORGANIZATION THAT SUPPORTS BOTH THE REPORTING ORGANIZATION'S MISSION AS WELL AS DIVERSITY, INCLUSION & EQUITY MISSIONS WITHIN THE EVANSTON, ILLINOIS AREA. THE MONITORING OF THE USE OF GRANT FUNDS IS CONDUCTED BY THE RECIPIENT ORGANIZATION THROUGH THE CREATION OF A PROGRAM OVERSIGHT AND STEERING COMMITTEE, AS REQUIRED BY THE RESTRICTED PLEDGE AGREEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY G LEARY | ||||||||||||||
| PRESIDENT & CEO | $0 | $785,043 | $0 | $1,537,750 | $0 | $24,290 | $0 | $147,826 | $0 | $36,696 | $0 | $2,531,605 | $0 | $976,438 |
| CAROL L SUSSENBACH | ||||||||||||||
| CFO & TREASURER - THRU 04/2023 | $0 | $156,207 | $0 | $544,049 | $0 | $117,616 | $0 | $23,100 | $0 | $18,332 | $0 | $859,304 | $0 | $519,611 |
| DAVID MURLETTE | ||||||||||||||
| SVP SR. LIVING | $0 | $366,183 | $0 | $310,782 | $0 | $3,626 | $0 | $23,100 | $0 | $26,265 | $0 | $729,956 | $0 | $183,370 |
| MARY SULLIVAN | ||||||||||||||
| FORMER SVP HUMAN RESOURCES | $0 | $10,936 | $0 | $554,077 | $0 | $51,311 | $0 | $450 | $0 | $2,385 | $0 | $619,159 | $0 | $241,426 |
| CHRISTOPHER MANELLA | ||||||||||||||
| SVP FINANCE & TREASURER | $0 | $252,781 | $0 | $166,174 | $0 | $7,628 | $0 | $23,100 | $0 | $35,383 | $0 | $485,066 | $0 | $67,545 |
| YVONNE JUNG | ||||||||||||||
| SVP HR THRU 9/23; DIR HR THRU 11/23 | $0 | $260,341 | $0 | $26,104 | $0 | $112,209 | $0 | $11,399 | $0 | $22,930 | $0 | $432,983 | $0 | $0 |
| JULIE RIGGS | ||||||||||||||
| SECRETARY | $0 | $166,179 | $0 | $43,233 | $0 | $7,553 | $0 | $15,467 | $0 | $34,648 | $0 | $267,080 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | TOP MANAGEMENT'S COMPENSATION THE MATHER EVANSTON'S TOP MANAGEMENT'S COMPENSATION IS ESTABLISHED BY MATHER, AS THE COMPENSATION IS PAID BY MATHER (A RELATED ORGANIZATION). MATHER FOLLOWS PROCEDURES TO ESTABLISH THE "REBUTTABLE" PRESUMPTION OF REASONABLENESS DESCRIBED IN THE INCOME TAX REGULATIONS IN DETERMINING EXECUTIVE COMPENSATION. COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD'S COMPENSATION COMMITTEE, WHICH CONSISTS OF INDEPENDENT DIRECTORS WHO OBTAIN AND RELY ON APPROPRIATE DATA AS TO COMPARABILITY. OBJECTIVE EVIDENCE OF REASONABLENESS AND COMPARABILITY IS OBTAINED FROM INFORMATION PROVIDED BY AN INDEPENDENT, THIRD PARTY COMPENSATION CONSULTANT. DETERMINATION OF EXECUTIVE COMPENSATION INVOLVES BENCHMARKING WITH COMPARATIVE MARKET COMPENSATION DATA TO ENSURE THAT COMPENSATION IS FAIR, EQUITABLE, AND WITHIN THE STANDARDS OF COMPENSATION UTILIZED WITHIN THE INDUSTRY. COMPENSATION DECISIONS ARE DOCUMENTED AND REVIEWED WITH THE FULL BOARD. |
| PART I, LINE 4A: | SEVERANCE PAYMENT AN INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING THE YEAR. THE SEVERANCE IS INCLUDED IN COMPENSATION IN SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 4B: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN MARY G. LEARY, CAROL SUSSENBACH, AND MARY SULLIVAN ARE PARTICIPANTS IN MATHER'S 457(F) PLANS. AS OF 2021, THE PLAN IS FROZEN AND NO LONGER ACCEPTING CONTRIBUTIONS. CAROL SUSSENBACH AND MARY SULLIVAN BOTH RECEIVED COMPENSATION FROM THE PLAN IN 2023. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OR STOCKHOLDERS MATHER IS THE SOLE MEMBER OF THE ORGANIZATION AND IN THIS CAPACITY ELECTS AND REMOVES THE ORGANIZATION'S DIRECTORS AND APPROVES MAJOR ACTIONS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OR STOCKHOLDERS WHO MAY ELECT MATHER IS THE SOLE MEMBER OF THE ORGANIZATION AND IN THIS CAPACITY ELECTS AND REMOVES THE ORGANIZATION'S DIRECTORS WHETHER PERIODICALLY, OR AS VACANCIES ARISE, OR OTHERWISE. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS SUBJECT TO APPROVAL MATHER IS THE SOLE MEMBER OF THE ORGANIZATION AND IN THIS CAPACITY ELECTS AND REMOVES THE ORGANIZATION'S DIRECTORS AND HAS THE RIGHT TO APPROVE MAJOR DECISIONS OF THE ORGANIZATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THE FORM 990 IS PREPARED BY A THIRD-PARTY PREPARER, GRANT THORNTON ADVISORS LLC, IN CONJUNCTION WITH MANAGEMENT. THE FORM 990, INCLUDING SCHEDULES, WAS DISTRIBUTED TO THE MEMBERS OF THE MATHER FOUNDATION AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE MET WITH MANAGEMENT AND REVIEWED THE FORM 990. SUBSEQUENTLY, THE FORM 990 WAS DISTRIBUTED TO EACH DIRECTOR OF THE MATHER EVANSTON. ALL COMMENTS AND QUESTIONS WERE DIRECTED TO THE ORGANIZATION'S CHIEF FINANCIAL OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT ANNUALLY ALL BOARD MEMBERS, OFFICERS AND SENIOR STAFF MUST DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. ANY ACTUAL, POTENTIAL, OR APPARENT CONFLICTS ARE REFERRED TO THE CEO AND PRESIDENT, THE BOARD CHAIR AND CHAIR OF THE GOVERNANCE COMMITTEE, WHO TAKE APPROPRIATE ACTION, INCLUDING DISCUSSING WITH THE FULL BOARD, WHEN NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION ALL COMPENSATION FOR OFFICERS/DIRECTORS/KEY EMPLOYEES IS PAID BY A RELATED ORGANIZATION, MATHER. THE MATHER EVANSTON RELIED ON MATHER TO REVIEW THIS INFORMATION FOR ALL COMPENSATION PAID. |
| FORM 990, PART VI, SECTION C, LINE 19 | HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION'S ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART X: | CAPITAL LEASE FORM 990, PART X IS COMPLETED PER THE AUDITED FINANCIAL STATEMENT PRESENTATION. AS SUCH, THE FOLLOWING CAPITAL LEASE AMOUNTS ARE NOT INCLUDED ON FORM 990, PART X OR SCHEDULED, PARTS IX AND X. ASSETS LEASED PROPERTY $164,822,840 INTERCOMPANY RECEIVABLE $22,929,638 LIABILITIES OBLIGATION UNDER CAPITAL LEASE $174,755,693 NET ASSETS CURRENT YEAR NET INCOME $1,495,620 ACCUMULATED PRIOR YEAR NET INCOME $11,501,166 |
| FORM 990, PART XI, LINE 9: | BOOK/TAX DIFFERENCE: CAPITAL LEASE -1,495,620. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MATHER | |||||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 362233542 | OLDER ADULT | IL | 501(C)(3) | LINE 12C, III-FI | MATHER FOUNDATION | 0 | |
| MATHER INVESTMENTS NFP | |||||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 364266878 | SENIOR LIVING | IL | 501(C)(3) | LINE 10 | MATHER | 0 | |
| MATHER PLACE | |||||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 363776145 | SENIOR LIVING | IL | 501(C)(3) | LINE 10 | MATHER | 0 | |
| MATHER POSSIBILITIES | |||||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 362856851 | OLDER ADULT | IL | 501(C)(3) | LINE 7 | MATHER | 0 | |
| MATHER FOUNDATION | |||||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 201030638 | PARENT ENTITY | IL | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments