MATHER: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MATHER (EIN 36-2233542)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349303225
- Schema version
- 2022v5.0
- 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 | 2023-11-13T10:32:01-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 N CLARK ST STE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362233542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATHER | 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 | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8474927500 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | LEARY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIDGET ROCHE | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 3128560200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY G LEARY | 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 | $44,486,629 | 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 | 1941 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | MATHER IS A LEADING PROVIDER OF SENIOR LIVING COMMUNITIES, COMMUNITY (CONTINUED ON SCHEDULE O)PROGRAMS, RESEARCH, AND EDUCATION THAT ENHANCE THE LIVES OF OLDER ADULTS BY CREATING WAYS TO AGE WELL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 391 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $60,398,121 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,640,304 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,096,912 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,416,638 | CYProgramServiceRevenueAmt |
| PY Investment Income | $258,416 | PYInvestmentIncomeAmt |
| CY Investment Income | $235,884 | CYInvestmentIncomeAmt |
| PY Other Revenue | $108,002 | PYOtherRevenueAmt |
| CY Other Revenue | $193,803 | CYOtherRevenueAmt |
| PY Total Revenue | $84,861,451 | PYTotalRevenueAmt |
| CY Total Revenue | $44,486,629 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,418,974 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,539,308 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,337,514 | PYOtherExpensesAmt |
| CY Other Expenses | $18,621,456 | CYOtherExpensesAmt |
| PY Total Expenses | $47,756,488 | PYTotalExpensesAmt |
| CY Total Expenses | $50,160,764 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $37,104,963 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,674,135 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $227,339,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $225,870,933 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $211,975,628 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $218,121,434 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,363,756 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,749,499 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MATHER IS A LEADING NOT-FOR-PROFIT PROVIDER OF SENIOR LIVING COMMUNITIES AND COMMUNITY PROGRAMS, AS WELL AS A RESPECTED SOURCE FOR RESEARCH AND EDUCATION THAT PROVIDES INDUSTRY PROFESSIONALS AND CAREGIVERS WITH INFORMATION AND KNOWLEDGE (CONTINUED ON SCHEDULE O)THAT ENHANCES THE LIVES OF OLDER ADULTS BY CREATING WAYS TO AGE WELL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,737,541 | ExpenseAmt |
| Revenue | $24,581,816 | RevenueAmt |
| Desc | MATHER LIFE PLAN COMMUNITIES PROVIDE OLDER ADULTS WITH LIVING ACCOMMODATIONS, SERVICES AND CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $822,543 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MATHER, VIA COMMUNITY INITIATIVES, PROVIDES COMMUNITY BASED SERVICES FOR OLDER ADULTS IN THE CHICAGO AREA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,347,291 | ExpenseAmt |
| Revenue | $14,070 | RevenueAmt |
| Desc | MATHER, VIA MATHER INSTITUTE, PROVIDES RESEARCH AND EDUCATION TO IMPROVE THE LIVES OF OLDER ADULTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $27,907,375 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 0 | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 93 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 391 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | 2 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 | CHRISTOPHER MANELLA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8474926764 | 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 (12 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARY G LEARY | |||||||||
| PRESIDENT & CEO | 50.00 | 10.40 | Yes (X) | Yes (X) | $1,730,479 | $0 | $859,092 | ||
| JOHN R PHILLIPS | |||||||||
| CHAIRMAN | 0.30 | 4.20 | Yes (X) | $0 | $0 | $0 | |||
| TERENCE J TOTH | |||||||||
| DIRECTOR | 0.10 | 2.10 | Yes (X) | $0 | $0 | $0 | |||
| CAROL L SUSSENBACH | |||||||||
| CFO & TREASURER | 35.00 | 15.40 | Yes (X) | $673,599 | $0 | $274,741 | |||
| JULIE RIGGS | |||||||||
| SECRETARY | 44.60 | 5.40 | Yes (X) | $209,725 | $0 | $46,248 | |||
| JOSEPH J ZAJDEL | |||||||||
| SVP BUSINESS DEVELOPMENT | 50.00 | 0.00 | $603,964 | $0 | $267,532 | Yes (X) | |||
| DAVID MURLETTE | |||||||||
| SVP SENIOR LIVING | 50.00 | 0.20 | $558,737 | $0 | $282,817 | Yes (X) | |||
| MARY SULLIVAN | |||||||||
| SVP HUMAN RESOURCES | 50.00 | 0.20 | $538,248 | $0 | $225,772 | Yes (X) | |||
| GALE MORGAN-JOHNSTON | |||||||||
| SVP SALES | 50.00 | 0.00 | $457,010 | $0 | $211,311 | Yes (X) | |||
| CHRISTOPHER MANELLA | |||||||||
| SVP FINANCE | 48.00 | 2.20 | $378,585 | $0 | $154,712 | Yes (X) | |||
| BRENDA P SCHREIBER | |||||||||
| SVP MARKETING | 50.00 | 0.00 | $424,216 | $0 | $137,899 | Yes (X) | |||
| MEREDITH BOYLE | |||||||||
| SVP STRATEGIC INITIATIVES | 50.00 | 0.00 | $374,016 | $0 | $187,022 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,948,579 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,647,146 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 52 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| KETTLER INC | |||||
| 8255 GREENSBORO DRIVE SUITE 200 | MCLEAN | VA | 22102 | CONSULTING | $946,000 |
| BDO USA LLP | |||||
| PO BOX 642743 | PITTSBURGH | PA | 15264 | IT | $791,420 |
| NEXUM | |||||
| 2901 CARLSON DR SUITE 204 | HAMMOND | IN | 46323 | IT | $535,303 |
| MCDERMOTT WILL & EMERY LLP | |||||
| 444 W LAKE ST | CHICAGO | IL | 60606 | LEGAL | $401,660 |
| GRANT THORNTON LLP | |||||
| 171 N CLARK STREET | CHICAGO | IL | 60694 | ACCOUNTING SERVICE | $275,933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $19,640,034 | RelatedOrganizationsAmt |
| All Other Contributions | $270 | AllOtherContributionsAmt |
| Total Contributions | $19,640,304 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTED SERVICES | 623000 | $14,200,191 | $14,200,191 |
| MANAGEMENT FEE | 623000 | $6,189,850 | $6,189,850 |
| LEASE REVENUE | 623000 | $4,023,549 | $4,023,549 |
| MONTHLY SERVICE FEE | 623000 | $3,048 | $3,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,416,638 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $235,884 | TotalRevenueColumnAmt |
| Exclusion | $235,884 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CARING COMM POLICY DIV | 900099 | $172,919 | $172,919 | |
| ENTRANCE FEE AMORTIZATION | 900099 | $6,329 | $6,329 | |
| CREDIT CARD REBATES | 900099 | $5,160 | $5,160 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,395 | TotalRevenueColumnAmt |
| Exclusion | $9,395 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $193,803 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,486,629 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,595,886 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $250,439 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,506,935 | TotalAmt |
| Management And General | $5,506,935 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,360,002 | TotalAmt |
| Program Services | $12,031,816 | ProgramServicesAmt |
| Management And General | $8,328,186 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,065,757 | TotalAmt |
| Program Services | $587,316 | ProgramServicesAmt |
| Management And General | $478,441 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,936,375 | TotalAmt |
| Program Services | $2,214,311 | ProgramServicesAmt |
| Management And General | $722,064 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,670,239 | TotalAmt |
| Program Services | $920,434 | ProgramServicesAmt |
| Management And General | $749,805 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,471 | TotalAmt |
| Management And General | $347,471 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,913 | TotalAmt |
| Management And General | $225,913 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,070 | TotalAmt |
| Program Services | $70,225 | ProgramServicesAmt |
| Management And General | $845 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,693 | TotalAmt |
| Program Services | $118,693 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,933 | TotalAmt |
| Program Services | $39,020 | ProgramServicesAmt |
| Management And General | $140,913 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,849 | TotalAmt |
| Program Services | $52,726 | ProgramServicesAmt |
| Management And General | $779,123 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $945,908 | TotalAmt |
| Management And General | $945,908 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,479 | TotalAmt |
| Program Services | $12,644 | ProgramServicesAmt |
| Management And General | $364,835 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,326 | TotalAmt |
| Program Services | $12,744 | ProgramServicesAmt |
| Management And General | $149,582 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,706,074 | TotalAmt |
| Program Services | $6,706,074 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,650,075 | TotalAmt |
| Program Services | $4,335,412 | ProgramServicesAmt |
| Management And General | $314,663 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,044 | TotalAmt |
| Program Services | $46,044 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACTED SERVICES | $2,832,697 | $304,172 | $2,528,525 |
| RESIDENT PROGRAM SVCS | $524,587 | $451,253 | $73,334 |
| RECRUITMENT | $186,225 | $186,225 | |
| DUES & MEMBERSHIPS | $56,971 | $2,442 | $54,529 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,141 | TotalAmt |
| Program Services | $2,049 | ProgramServicesAmt |
| Management And General | $356,092 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,160,764 | TotalAmt |
| Program Services | $27,907,375 | ProgramServicesAmt |
| Management And General | $22,253,389 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,029,963 | BOYAmt |
| EOY | $5,248,422 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,252 | BOYAmt |
| EOY | $140,621 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,236,726 | BOYAmt |
| EOY | $4,792,845 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,387 | BOYAmt |
| EOY | $633,232 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $176,644,486 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,525,642 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,604,784 | BOYAmt |
| EOY | $115,118,844 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,498,454 | BOYAmt |
| EOY | $96,800,344 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,818 | BOYAmt |
| EOY | $3,136,625 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,339,384 | BOYAmt |
| EOY | $225,870,933 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,036,000 | BOYAmt |
| EOY | $17,398,398 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,939,628 | BOYAmt |
| EOY | $200,723,036 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,975,628 | BOYAmt |
| EOY | $218,121,434 | 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 | $15,363,756 | BOYAmt |
| EOY | $7,749,499 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,363,756 | BOYAmt |
| EOY | $7,749,499 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,339,384 | BOYAmt |
| EOY | $225,870,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,674,135 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1,940,122 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| MATHER PLACE | ||||
| 363776145 | 10 | Yes (1) | $0 | $0 |
| MATHER INVESTMENTS NFP | ||||
| 364266878 | 10 | Yes (1) | $0 | $0 |
| MATHER POSSIBILITIES | ||||
| 362856851 | 7 | Yes (1) | $0 | $0 |
| THE MATHER EVANSTON | ||||
| 205860808 | 10 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE A, PART IV, SECTION D, LINE 3 | SIGNIFICANT VOICE IN INVESTMENT POLICIES SOME OF THE DIRECTORS AND OFFICERS OF EACH SUPPORTED ORGANIZATION ALSO SERVE ON THE BOARD OR ARE OFFICERS OF MATHER. THEREFORE, EACH SUPPORTED ORGANIZATION HAS A VOICE IN MATHER'S INVESTMENT POLICIES AND THE USE OF INCOME OR ASSETS. |
| FORM 990, SCHEDULE A, PART IV, SECTION E, LINE 3A | POWER TO APPOINT OR ELECT OFFICERS, DIRECTORS, OR TRUSTEES MATHER IS THE PARENT AND SOLE MEMBER OF THE SUPPORTED ORGANIZATIONS INCLUDING THE MATHER EVANSTON, MATHER PLACE, MATHER INVESTMENTS, NFP, AND MATHER POSSIBILITIES. EACH PARENT ELECTS AND REMOVES THE DIRECTORS OF ITS CONTROLLED ENTITIES. |
| FORM 990, SCHEDULE A, PART IV, SECTION E, LINE 3B | SUBSTANTIAL DEGREE OF DIRECTION MATHER, WHICH IS THE PARENT OF THE SUPPORTED ORGANIZATIONS, HAS THE RIGHT TO APPROVE MAJOR DECISIONS OF ITS SUPPORTED ORGANIZATIONS. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,019,579 | OtherCostOrOtherBasisAmt |
| Book Value | $4,019,579 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $163,664,109 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,039,440 | DepreciationAmt |
| Book Value | $110,624,669 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $402,990 | OtherCostOrOtherBasisAmt |
| Depreciation | $214,332 | DepreciationAmt |
| Book Value | $188,658 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,559,171 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,310,971 | DepreciationAmt |
| Book Value | $248,200 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,998,637 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,960,899 | DepreciationAmt |
| Book Value | $37,738 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $115,118,844 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MATHER INVESTMENTS, NFP | $60,157,168 | C |
| MATHER PLACE | $35,060,802 | C |
| THE MATHER EVANSTON | $820,675 | C |
| MATHER POSSIBILITIES | $761,699 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $96,800,344 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| THE MATHER EVANSTON - LINE OF CREDIT | $181,124,000 |
| MATHER FOUNDATION - LINE OF CREDIT | $18,096,822 |
| OBLIGATION FOR FUTURE SERVICES | $1,098,227 |
| REFUNDABLE ENTRANCE FEE | $393,931 |
| DEFERRED ENTRANCE FEES | $10,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $200,723,036 | 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 | $764,159 | $0 | $945,128 | $0 | $21,192 | $0 | $826,448 | $0 | $32,644 | $0 | $2,589,571 | $0 | $329,923 | $0 |
| CAROL L SUSSENBACH | ||||||||||||||
| CFO & TREASURER | $360,977 | $0 | $302,059 | $0 | $10,563 | $0 | $252,569 | $0 | $22,172 | $0 | $948,340 | $0 | $111,398 | $0 |
| JOSEPH J ZAJDEL | ||||||||||||||
| SVP BUSINESS DEVELOPMENT | $307,725 | $0 | $282,593 | $0 | $13,646 | $0 | $226,523 | $0 | $41,009 | $0 | $871,496 | $0 | $113,560 | $0 |
| DAVID MURLETTE | ||||||||||||||
| SVP SENIOR LIVING | $353,665 | $0 | $201,560 | $0 | $3,512 | $0 | $253,051 | $0 | $29,766 | $0 | $841,554 | $0 | $56,618 | $0 |
| MARY SULLIVAN | ||||||||||||||
| SVP HUMAN RESOURCES | $281,415 | $0 | $250,844 | $0 | $5,989 | $0 | $196,780 | $0 | $28,992 | $0 | $764,020 | $0 | $91,849 | $0 |
| GALE MORGAN-JOHNSTON | ||||||||||||||
| SVP SALES | $270,231 | $0 | $178,752 | $0 | $8,027 | $0 | $179,456 | $0 | $31,855 | $0 | $668,321 | $0 | $28,875 | $0 |
| BRENDA P SCHREIBER | ||||||||||||||
| SVP MARKETING | $267,818 | $0 | $148,214 | $0 | $8,184 | $0 | $129,949 | $0 | $7,950 | $0 | $562,115 | $0 | $19,501 | $0 |
| MEREDITH BOYLE | ||||||||||||||
| SVP STRATEGIC INITIATIVES | $239,492 | $0 | $127,477 | $0 | $7,047 | $0 | $143,794 | $0 | $43,228 | $0 | $561,038 | $0 | $48,414 | $0 |
| CHRISTOPHER MANELLA | ||||||||||||||
| SVP FINANCE | $247,650 | $0 | $119,937 | $0 | $10,998 | $0 | $124,599 | $0 | $30,113 | $0 | $533,297 | $0 | $19,799 | $0 |
| JULIE RIGGS | ||||||||||||||
| SECRETARY | $160,964 | $0 | $41,490 | $0 | $7,271 | $0 | $15,293 | $0 | $30,955 | $0 | $255,973 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| PART I, LINE 7 | NON-FIXED PAYMENTS BONUS PROGRAM BASED ON GOAL ACHIEVEMENT AND INCLUDES A DISCRETIONARY PORTION. THE BONUSES ARE INCLUDED IN THE COMPENSATION REVIEW AS DESCRIBED IN SCHEDULE O, UNDER PROCESS FOR DETERMINING COMPENSATION |
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 FOUNDATION 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 FOUNDATION 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 FOUNDATION IS THE SOLE MEMBER OF THE ORGANIZATION AND IN THIS CAPACITY ELECTS AND REMOVES THE ORGANIZATION'S DIRECTORS AND HAS THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ORGANIZATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THE FORM 990, AND RELATED SCHEDULES, WERE PREPARED BY GRANT THORNTON LLP USING INFORMATION PROVIDED BY 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. 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 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" OF TOTAL PAY PACKAGES PRIOR TO MAKING ITS DETERMINATION. 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 PAID TO SIMILARLY SIZED AND COMPLEX ORGANIZATIONS. COMPENSATION DECISIONS INCLUDE CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE COMPENSATION OF THE CEO IS REVIEWED BY THE FULL BOARD OF DIRECTORS. |
| 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 SCHEDULE D, PARTS IX AND X. ASSETS LEASE RECEIVABLE $360,491,829 LIABILITIES UNEARNED REVENUE $366,101,014 INTERCOMPANY PAYABLE - THE MATHER EVANSTON $20,381,901 NET ASSETS CURRENT YEAR NET INCOME $(3,293,439) ACCUMULATED PRIOR YEAR NET INCOME $(22,697,648) CHANGES IN NET ASSETS 2021 WAS AN UNUSUAL YEAR DUE TO A TRANSACTION. 2022 IS A RESUMPTION OF NORMAL ACTIVITIES. |
| FORM 990, PART XI, LINE 9: | BOOK/TAX DIFFERENCE: TIMING DIFFERENCE -5,691,397. BOOK/TAX DIFFERENCE: CAPITAL LEASE 3,293,439. CHANGES IN SPLIT INTEREST AGREEMENTS -3,487. CHANGES IN FUTURE SERVICE OBLIGATION 461,323. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY INITIATIVES LLC | |||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 201276611 | COMMUNITY INITIATIVES | IL | $250 | $0 | MATHER |
| MATHER INSTITUTE LLC | |||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 201276530 | AGING RESEARCH | IL | $14,070 | $4,110 | MATHER |
| MATHER SENIOR LIVING COMM LLC | |||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 201276592 | SENIOR LIVING | IL | $0 | $0 | MATHER |
| HINMAN-DAVIS LLC | |||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 830381451 | SENIOR LIVING | IL | $0 | $0 | MATHER |
| WILMETTE AFFILIATE LLC | |||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 201276630 | SENIOR LIVING | IL | $0 | $0 | MATHER |
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 | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MATHER FOUNDATION | |||||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 201030638 | PARENT ENTITY | IL | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| MATHER PLACE | |||||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 363776145 | SENIOR LIVING | IL | 501(C)(3) | LINE 10 | Yes (1) | MATHER | |
| MATHER INVESTMENTS NFP | |||||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 364266878 | SENIOR LIVING | IL | 501(C)(3) | LINE 10 | Yes (1) | MATHER | |
| MATHER POSSIBILITIES | |||||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 362856851 | OLDER ADULT | IL | 501(C)(3) | LINE 7 | Yes (1) | MATHER | |
| THE MATHER EVANSTON | |||||||||||
| 1560 SHERMAN AVENUE SUITE 1010 | EVANSTON | IL | 60201 | 205860808 | SENIOR LIVING | IL | 501(C)(3) | LINE 10 | Yes (1) | MATHER | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | 0 | 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE MATHER EVANSTON | ||
| A | $850,860 | COST |
| THE MATHER EVANSTON | ||
| A | $3,172,689 | COST |
| MATHER INVESTMENTS | ||
| C | $1,873,074 | COST |
| MATHER INVESTMENTS | ||
| D | $60,157,168 | COST |
| MATHER PLACE | ||
| D | $35,060,802 | COST |
| THE MATHER EVANSTON | ||
| D | $820,675 | COST |
| THE MATHER EVANSTON | ||
| D | $31,347,116 | COST |
| MATHER POSSIBILITIES | ||
| D | $761,699 | COST |
| THE MATHER EVANSTON | ||
| E | $181,124,000 | COST |
| MATHER INVESTMENTS | ||
| Q | $3,257,949 | COST |
| MATHER PLACE | ||
| Q | $900,832 | COST |
| THE MATHER EVANSTON | ||
| Q | $1,276,292 | COST |
| MATHER POSSIBILITIES | ||
| Q | $58,462 | COST |