2013-11-12T12:12:28-06:00 2012-12-31 GRANT THORNTON LLP 175 W JACKSON BLVD STE 2000 CHICAGO IL 60604 990 2012-01-01 201030638 Mather Foundation % CAROL SUSSENBACH MATH 8474927500 1603 Orrington Avenue Suite 1800 Evanston IL 60201 MARY G LEARY 8474927500 2013-11-12 true JULIE A DEE 3128560200 2012 2016-02-24 21:20:13Z Mary G Leary 1603 Orrington Avenue Evanston IL 60201 108439936 false X www.matherlifeways.com X 2004 IL Mather Foundation serves as the parent entity for Mather LifeWays to hold, invest and preserve funds, which allows it to provide services that enhance the lives of older adults by creating ways to age well. 13 12 0 0 176752 130587 1811152 1881000 0 0 27160971 28035482 0 0 28972123 29916482 13966438 15653765 0 0 0 0 0 0 0 1978436 1880289 15944874 17534054 13027249 12382428 396884032 424294704 32215098 28498758 364668934 395795946 X Mather Foundation serves as the parent entity for the Mather LifeWays organization to hold, invest and preserve funds, which allows the organization to provide housing, health care, community programs, research and education and other services that enhance the lives of older adults by creating ways to age well. false false 15653765 15653765 0 Mather Foundation serves as the parent entity for the Mather LifeWays organization to hold, invest and preserve funds, which allows the organization to provide housing, health care, community programs, research and education and other services that enhance the lives of older adults by creating ways to age well. 15653765 true true false false false false false false false true false true false true false true false true false false true false false false false false false true false true false false false false false false false false false false false false false true true true false false true 0 0 0 true true false false false false false false false false false X 13 12 false false false false false false false true true false false true true true true true true false false false IL X CAROL SUSSENBACH 8474926760 1603 ORRINGTON AVENUE SUITE 1800 Evanston IL 60201 X Roger E Lumpp II 4.0 0.7 X 0 0 0 Mary G Leary 10.0 50.4 X X 0 939383 295849 Paulette R Dodson 2.0 0.0 X 0 0 0 Nancy Felton-Elkins 2.0 0.0 X 0 0 0 Mary Louise Gorno 2.0 0.0 X 0 0 0 Victoria J Herget 2.0 0.2 X 0 0 0 Dian Langenhorst 2.0 0.0 X 0 0 0 Michael McGee 2.0 0.0 X 0 0 0 William H McLean 2.0 0.1 X 0 0 0 John R Phillips 2.0 0.3 X 0 0 0 Caren Jeff L Reed 2.0 0.3 X 0 0 0 Scott C Smith 2.0 0.0 X 0 0 0 Vernon T Squires 2.0 0.0 X 0 0 0 Richard P Toft 2.0 0.0 X 0 0 0 Terrence J Toth 2.0 0.0 X 0 0 0 Carol Sussenbach 15.0 35.4 X 0 356824 176035 Carla Windhorst 0.1 49.9 X 0 248892 25668 0 1545099 497552 0 false true false Summit Strategies Inc 8182 Maryland Avenue 6th Floor ST LOUIS MO 63155 Consultant 338270 Sands Capital Management LLC PO Box 1821 MERRIFIELD VA 22116 Fund Manager 292847 Northern Trust 50 S Lasalle Street CHICAGO IL 60603 Consultant 151862 Metropolitan West Capital Managemen PO Box 515424 LOS ANGELES CA 90051 Fund Manager 136965 Gryphon International Investment Co 20 BAY STREET SUITE 1905 TORONTO ONTARIO CA MSJ 2N8 Fund Manager 135796 7 1881000 1881000 0 9003120 176752 8826368 0 0 0 0 0 97555816 78523454 19032362 19032362 19032362 0 0 0 0 29916482 176752 27858730 15653765 15653765 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1358713 1358713 0 0 801 801 0 0 0 0 0 0 0 0 0 0 CORPORATE SERVICES 520775 520775 17534054 15653765 1880289 0 0 0 2001039 4085488 0 0 0 0 0 0 0 0 40756793 39695230 0 0 0 0 0 173593270 184245869 142527062 156510270 0 0 0 0 38005868 39757847 396884032 424294704 243971 291261 0 0 0 0 0 0 0 0 0 0 31971127 28207497 0 0 0 0 32215098 28498758 X 326816792 356445120 0 0 37852142 39350826 364668934 395795946 396884032 424294704 12382428 18742294 2290 X false true X true false X X X false false false MATHER LIFEWAYS 362233542 0 true true true 14653765 THE MATHER 205860808 09 true true true 1000000 MATHER HEALTH CARE INC 363776145 09 true true true 0 MATHER INVESTMENTS NFP 364266878 09 true true true 0 MATHER POSSIBILITES 362856851 09 true true true 0 5 15653765 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37852142 3486055 1881000 106371 39350826 39703186 71933 1811152 111825 37852142 38160853 0 3441431 0 1702246 196852 39703186 34730413 0 5661126 0 2021261 209425 38160853 48081897 0 -10880104 0 2246079 225301 34730413 1.00000 true false VENTURE CAPITAL 63802656 F HEDGE FUNDS 51891916 F REAL ESTATE 40815698 F 156510270 BENEFICIAL INT-PERPETUAL TRUST 39350826 INTEREST RECEIVABLE 407021 39757847 0 0 X Uses of the Organization's Endowment Funds Form 990, Schedule D, Part V, Line 4 To provide services for older adults. FIN 48 (ASC 740) Footnote Form 990, Schedule D, Part X, Line 2 Mather LifeWays; Mather Foundation; Mather Healthcare, Inc.; Mather Investments, NFP; Mather Possibilities; and The Mather have received determination letters from the Internal Revenue Service indicating that they are exempt from federal income taxes, except for taxes pertaining to unrelated business income, under Section 501(c)(3) of the Internal Revenue Code. As required by uncertain tax position guidance, the benefit from a tax position is only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more likely than not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement with the relevant tax authority. The entities of Mather LifeWays applied the uncertain tax position guidance to all tax positions for which the statute of limitations remained open. Taxation regulations within each jurisdiction are subject to the interpretation of the related tax laws and regulations and require significant judgment to apply. Tax years open to examination by tax authorities under federal statute of limitations include calendar years 2009, 2010, 2011 and 2012. The entities of Mather LifeWays 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. Central America and the Caribbean Investments 45274462 Europe (Including Iceland and Greenland) Investments 2982421 48256883 48256883 true false false false true false true Mather Lifeways 1603 Orrington Avenue Evanston IL 60201 362233542 501(c)(3) 14653765 Mission Driven Prog. The Mather 1603 Orrington Avenue Evanston IL 60201 205860808 501(c)(3) 1000000 Mission Driven Prog. 2 Procedure for Monitoring Use of Grant Funds Inside U.S. Form 990, Schedule I, Part I, Line 2 Supervision through parent organization's role. false true false false false false false false false Mary G Leary 0 566993 0 359988 0 12402 0 265215 0 30634 0 1235232 0 63463 Carol Sussenbach 0 222506 0 103535 0 30783 0 147620 0 28415 0 532859 0 48393 Carla Windhorst 0 133005 0 73000 0 42887 0 8398 0 17270 0 274560 0 0 Top Management's Compensation Form 990, Schedule J, Part I, Line 3 Mather Foundation's top management's compensation is established by Mather LifeWays, as the compensation is paid by Mather LifeWays (a related organization). Mather LifeWays 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. Supplemental nonqualified retirement plan Form 990, Schedule J, Part I, Line 4B Mary G. Leary, Carol Sussenbach, and Carla Windhorst are participants in Mather LifeWays' 457(f) plans. Distributions of $0, $9,115.37, and $5,594.74, respectively, were paid out in 2012. Form 990 Review Process Form 990, Part VI, Line 11b 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. Conflict of Interest Policy Monitoring & Enforcement Form 990, Part VI, Line 12c Annually all board members, officers and senior staff must disclose any interests that could give rise to conflicts. Any conflicts are referred to the Chairman of the Board of Directors, who takes appropriate action, including sharing the questionnaires with the full Board when necessary. Process for Determining Compensation Form 990, Part VI, Line 15a All compensation for officers/directors/key employees is paid by a related organization, Mather Lifeways. Mather Foundation relied on Mather Lifeways to review this information for all compensation paid. How Documents are Made Available to the Public Form 990, Part VI, Line 19 The organization's articles of incorporation, bylaws, conflict of interest policy, and audited financial statements are available upon request. Mather Lifeways 1603 Orrington Ave Suite 1800 Evanston IL 60201 362233542 Older Adult IL 501(c)(3) 07 Mather Fdn true Mather Health Care Inc 1603 Orrington Ave Suite 1800 Evanston IL 60201 363776145 Health Care IL 501(c)(3) 09 Mather Life false Mather Investments NFP 1603 Orrington Ave Suite 1800 Evanston IL 60201 364266878 Senior Living IL 501(c)(3) 09 Mather Life false Mather Possibilities 1603 Orrington Ave Suite 1800 Evanston IL 60201 362856851 Senior Living IL 501(c)(3) 09 Mather Life false The Mather 1603 Orrington Ave Suite 1800 Evanston IL 60201 205860808 Senior Living IL 501(c)(3) 09 Mather Life false Alonzo Mather Foundation 727 North Bank Lane Lake Forest IL 60045 366015440 Grants IL 501(c)(3) PF NA false Alonzo Clark Mather Trust 231 S Lasalle Street Chicago IL 60697 366010112 Grants IL 501(c)(3) PF NA false true true true true false false false false false false false false false false false true false false false Mather LifeWays a 1015115 Cost Mather LifeWays b 14653765 Cost Mather LifeWays d 28207497 Cost Mather LifeWays d 3630829 Cost Mather LifeWays p 1870593 Cost Mather LifeWays p 520775 Cost