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Nonprofiteer
← MATHER

Form 990 for tax year 2024

Filed by MATHER.

Totals

Total revenue
$56,090,525
Total expenses
$55,822,745
Contributions and grants received
$19,299,629
Grants paid
$0
Program service revenue
$36,199,559
Investment income
$267,622
Other revenue
$323,715
Total assets, end of year
$230,001,702
Total liabilities, end of year
$221,015,560
Net assets or fund balances, end of year
$8,986,142
Program services expenses (Part IX)
$31,408,095
Management and general expenses
$24,414,650
Fundraising expenses
$0
Program service expenses (Part III)
$31,408,095

Program services were 56.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $19,299,629

  • 2a · Program service revenue: CONTRACTED SERVICES

    total $16,844,205 · related or exempt $16,844,205

  • 2b · Program service revenue: MANAGEMENT FEE

    total $15,236,817 · related or exempt $15,236,817

  • 2c · Program service revenue: LEASE REVENUE

    total $4,118,537 · related or exempt $4,118,537

  • 3 · Investment income

    total $267,622 · excluded $267,622

  • 11a · Other revenue: CARING COMM POLICY DIV

    total $322,933 · related or exempt $322,933

  • 11b · Other revenue: ENTRANCE FEE AMORTIZAT

    total $782 · related or exempt $782

  • 11e · Other revenue, total

    $323,715

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $5,095,869 · management and general $5,095,869

  • 6 · Compensation of disqualified persons

    total $195,895 · management and general $195,895

  • 7 · Other salaries and wages

    total $23,100,275 · program services $14,307,528 · management and general $8,792,747

  • 8 · Pension plan contributions

    total $1,320,945 · program services $815,071 · management and general $505,874

  • 9 · Other employee benefits

    total $3,620,565 · program services $2,393,383 · management and general $1,227,182

  • 10 · Payroll taxes

    total $1,806,274 · program services $1,094,525 · management and general $711,749

  • 11b · Fees: legal

    total $241,074 · management and general $241,074

  • 11c · Fees: accounting

    total $219,008 · management and general $219,008

  • 11g · Fees: other

    total $7,263 · program services $7,263

  • 12 · Advertising and promotion

    total $660,014 · program services $660,014

  • 13 · Office expenses

    total $151,845 · program services $4,521 · management and general $147,324

  • 14 · Information technology

    total $1,546,722 · program services $38,550 · management and general $1,508,172

  • 16 · Occupancy

    total $440,396 · program services $1,425 · management and general $438,971

  • 17 · Travel

    total $872,408 · program services $70,565 · management and general $801,843

  • 19 · Conferences, conventions and meetings

    total $166,314 · program services $15,213 · management and general $151,101

  • 20 · Interest

    total $6,648,668 · program services $6,648,668

  • 22 · Depreciation, depletion and amortization

    total $4,701,320 · program services $4,316,823 · management and general $384,497

  • 23 · Insurance

    total $29,061 · program services $29,061

  • 24a · Other expenses: CONTRACTED SERVICES

    total $3,525,875 · program services $175,976 · management and general $3,349,899

  • 24b · Other expenses: RESIDENT PROGRAM SVCS

    total $931,748 · program services $824,910 · management and general $106,838

  • 24c · Other expenses: RECRUITMENT

    total $138,819 · management and general $138,819

  • 24d · Other expenses: DUES & MEMBERSHIPS

    total $40,319 · program services $2,681 · management and general $37,638

  • 24e · All other expenses

    total $362,068 · program services $1,918 · management and general $360,150

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $6,580,252 · end of year $6,488,665

  • 4 · Accounts receivable

    beginning of year $363,040 · end of year $280,131

  • 7 · Other notes and loans receivable

    beginning of year $3,848,369 · end of year $3,294,606

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,084,216 · end of year $1,382,901

  • 10a · Land, buildings and equipment: cost or other basis

    $178,740,492

  • 10b · Land, buildings and equipment: accumulated depreciation

    $70,757,860

  • 10c · Land, buildings and equipment, net

    beginning of year $112,514,742 · end of year $107,982,632

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $98,316,760 · end of year $108,547,363

  • 15 · Other assets

    beginning of year $2,323,692 · end of year $2,025,404

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,949,748 · end of year $16,665,921

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $202,648,379 · end of year $204,349,639

  • 27 · Net assets without donor restrictions

    beginning of year $5,432,944 · end of year $8,986,142

Mission and programs · 2024

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.

Activities or mission (Part I)

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.

  • MATHER LIFE PLAN COMMUNITIES PROVIDE OLDER ADULTS WITH LIVING ACCOMMODATIONS, SERVICES AND CARE.

    Expenses $28,039,583 · Revenue $36,505,904

  • MATHER, VIA COMMUNITY INITIATIVES, PROVIDES COMMUNITY BASED SERVICES FOR OLDER ADULTS IN THE CHICAGO AREA.

    Expenses $1,753,233

  • MATHER, VIA MATHER INSTITUTE, PROVIDES RESEARCH AND EDUCATION TOIMPROVE THE LIVES OF OLDER ADULTS.

    Expenses $1,615,279 · Revenue $17,370

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mary G Leary

    PRESIDENT & CEO

    Total calculated
    $2,061,920
    From this org
    $1,875,195
    From related orgs
    $0
    Other
    $186,725
    Hours/week
    50 + 10.4 related

    Schedule J breakdown matched by us

    Base
    $808,633
    Bonus
    $682,539
    Other
    $384,023
    Deferred
    $150,150
    Nontaxable benefits
    $36,575
    Filer's total
    $2,061,920

  • John R Phillips

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.3 + 4.2 related

  • Jenny Chan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.1 related

  • Christopher Manella

    SVP FINANCE & TREASURER

    Total calculated
    $569,035
    From this org
    $511,159
    From related orgs
    $0
    Other
    $57,876
    Hours/week
    48 + 2.4 related

    Schedule J breakdown matched by us

    Base
    $269,407
    Bonus
    $147,000
    Other
    $94,752
    Deferred
    $24,150
    Nontaxable benefits
    $33,726
    Filer's total
    $569,035

  • Julie Riggs

    SECRETARY

    Total calculated
    $260,048
    From this org
    $211,471
    From related orgs
    $0
    Other
    $48,577
    Hours/week
    44.6 + 5.4 related

    Schedule J breakdown matched by us

    Base
    $174,054
    Bonus
    $27,086
    Other
    $10,331
    Deferred
    $15,417
    Nontaxable benefits
    $33,160
    Filer's total
    $260,048

  • Mary Schoeggl

    CFO

    Total calculated
    $461,731
    From this org
    $409,108
    From related orgs
    $0
    Other
    $52,623
    Hours/week
    35 + 15.4 related

    Schedule J breakdown matched by us

    Base
    $403,357
    Bonus
    $0
    Other
    $5,751
    Deferred
    $24,150
    Nontaxable benefits
    $28,473
    Filer's total
    $461,731

  • Joseph J Zajdel

    SVP BUSINESS DEVELOPMENT

    Total calculated
    $963,319
    From this org
    $908,206
    From related orgs
    $0
    Other
    $55,113
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $351,969
    Bonus
    $350,000
    Other
    $206,237
    Deferred
    $24,150
    Nontaxable benefits
    $30,963
    Filer's total
    $963,319

  • David Murlette

    SVP SENIOR LIVING

    Total calculated
    $779,817
    From this org
    $727,026
    From related orgs
    $0
    Other
    $52,791
    Hours/week
    50 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $379,079
    Bonus
    $135,034
    Other
    $212,913
    Deferred
    $24,150
    Nontaxable benefits
    $28,641
    Filer's total
    $779,817

  • Gale Morgan-Johnston

    SVP SALES

    Total calculated
    $662,868
    From this org
    $604,766
    From related orgs
    $0
    Other
    $58,102
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $290,266
    Bonus
    $160,826
    Other
    $153,674
    Deferred
    $24,150
    Nontaxable benefits
    $33,952
    Filer's total
    $662,868

  • Brenda P Schreiber

    SVP MARKETING

    Total calculated
    $586,115
    From this org
    $554,344
    From related orgs
    $0
    Other
    $31,771
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $295,049
    Bonus
    $154,655
    Other
    $104,640
    Deferred
    $24,150
    Nontaxable benefits
    $7,621
    Filer's total
    $586,115

  • Meredith Boyle

    SVP STRATEGIC INITIATIVES

    Total calculated
    $444,773
    From this org
    $387,412
    From related orgs
    $0
    Other
    $57,361
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $256,672
    Bonus
    $66,100
    Other
    $64,640
    Deferred
    $23,591
    Nontaxable benefits
    $33,770
    Filer's total
    $444,773

  • Catherine O'Brien

    VP & DIR. OF MATHER INSTITUTE

    Total calculated
    $452,653
    From this org
    $415,943
    From related orgs
    $0
    Other
    $36,710
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $264,177
    Bonus
    $103,653
    Other
    $48,113
    Deferred
    $24,150
    Nontaxable benefits
    $12,560
    Filer's total
    $452,653

  • Deann Daniel

    VP & GENERAL MANAGER

    Total calculated
    $385,523
    From this org
    $333,216
    From related orgs
    $0
    Other
    $52,307
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $251,031
    Bonus
    $72,408
    Other
    $9,777
    Deferred
    $23,746
    Nontaxable benefits
    $28,561
    Filer's total
    $385,523

  • Carol L Sussenbach

    FORMER CFO & TREASURER

    Total calculated
    $195,895
    From this org
    $195,895
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $72,134
    Other
    $123,761
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $195,895

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B:
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN MARY G. LEARY IS THE ONLY PARTICIPANT IN MATHER'S 457(F) PLAN. AS OF 2021, THE PLAN IS FROZEN AND NO LONGER ACCEPTING CONTRIBUTIONS. MATHER OFFERS A LONG-TERM INCENTIVE PLAN (LTIP) TO CERTAIN MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM, WHICH IS BASED ON OVERLAPPING THREE-YEAR CYCLES, AND PROVIDES FOR INCENTIVE PAYMENTS BASED UPON ACHIEVEMENT OF SPECIFIC THREE-YEAR PERFORMANCE OBJECTIVES. DISTRIBUTIONS WERE PAID OUT IN 2024 TO MARY G. LEARY OF $347,180, CAROL L. SUSSENBACH OF $123,761, JOSEPH J. ZAJDEL OF $190,602, DAVID MURLETTE OF $201,737, GALE MORGAN-JOHNSTON OF $136,547, BRENDA P. SCHREIBER OF $95,238, CHRISTOPHER MANELLA OF $90,546, CATHERINE O'BRIEN OF $39,050, AND MEREDITH BOYLE OF $57,114. THE AMOUNTS WERE INCLUDED AS TAXABLE COMPENSATION IN EACH INDIVIDUAL'S W-2.
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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • COMMUNITY INITIATIVES LLC

    COMMUNITY INITIATIVES · IL · income $170 · assets $121,972

    Directly controlled by MATHER

  • MATHER INSTITUTE LLC

    AGING RESEARCH · IL · income $17,370 · assets $5,345

    Directly controlled by MATHER

  • MATHER SENIOR LIVING COMM LLC

    SENIOR LIVING · IL · income $0 · assets $0

    Directly controlled by MATHER

  • HINMAN-DAVIS LLC

    SENIOR LIVING · IL · income $0 · assets $0

    Directly controlled by MATHER

  • WILMETTE AFFILIATE LLC

    SENIOR LIVING · IL · income $0 · assets $0

    Directly controlled by MATHER

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • TUCSON MATHER PLAZA LLC

    SENIOR LIVING · AZ

  • TYSONS HOLDINGS LPC LLC

    HOLDING CO · IL

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202533159349306458

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