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Nonprofiteer
← MATHER

Form 990 for tax year 2022

Filed by MATHER.

Totals

Total revenue
$44,486,629
Total expenses
$50,160,764
Contributions and grants received
$19,640,304
Grants paid
$0
Program service revenue
$24,416,638
Investment income
$235,884
Other revenue
$193,803
Total assets, end of year
$225,870,933
Total liabilities, end of year
$218,121,434
Net assets or fund balances, end of year
$7,749,499
Program services expenses (Part IX)
$27,907,375
Management and general expenses
$22,253,389
Fundraising expenses
$0
Program service expenses (Part III)
$27,907,375

Program services were 55.6% 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

    $19,640,034

  • 1f · All other contributions, gifts and grants

    $270

  • 2a · Program service revenue: CONTRACTED SERVICES

    total $14,200,191 · related or exempt $14,200,191

  • 2b · Program service revenue: MANAGEMENT FEE

    total $6,189,850 · related or exempt $6,189,850

  • 2c · Program service revenue: LEASE REVENUE

    total $4,023,549 · related or exempt $4,023,549

  • 2d · Program service revenue: MONTHLY SERVICE FEE

    total $3,048 · related or exempt $3,048

  • 3 · Investment income

    total $235,884 · excluded $235,884

  • 11a · Other revenue: CARING COMM POLICY DIV

    total $172,919 · related or exempt $172,919

  • 11b · Other revenue: ENTRANCE FEE AMORTIZATION

    total $6,329 · related or exempt $6,329

  • 11c · Other revenue: CREDIT CARD REBATES

    total $5,160 · excluded $5,160

  • 11d · All other revenue

    total $9,395 · excluded $9,395

  • 11e · Other revenue, total

    $193,803

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $5,506,935 · management and general $5,506,935

  • 7 · Other salaries and wages

    total $20,360,002 · program services $12,031,816 · management and general $8,328,186

  • 8 · Pension plan contributions

    total $1,065,757 · program services $587,316 · management and general $478,441

  • 9 · Other employee benefits

    total $2,936,375 · program services $2,214,311 · management and general $722,064

  • 10 · Payroll taxes

    total $1,670,239 · program services $920,434 · management and general $749,805

  • 11b · Fees: legal

    total $347,471 · management and general $347,471

  • 11c · Fees: accounting

    total $225,913 · management and general $225,913

  • 11g · Fees: other

    total $71,070 · program services $70,225 · management and general $845

  • 12 · Advertising and promotion

    total $118,693 · program services $118,693

  • 13 · Office expenses

    total $179,933 · program services $39,020 · management and general $140,913

  • 14 · Information technology

    total $831,849 · program services $52,726 · management and general $779,123

  • 16 · Occupancy

    total $945,908 · management and general $945,908

  • 17 · Travel

    total $377,479 · program services $12,644 · management and general $364,835

  • 19 · Conferences, conventions and meetings

    total $162,326 · program services $12,744 · management and general $149,582

  • 20 · Interest

    total $6,706,074 · program services $6,706,074

  • 22 · Depreciation, depletion and amortization

    total $4,650,075 · program services $4,335,412 · management and general $314,663

  • 23 · Insurance

    total $46,044 · program services $46,044

  • 24a · Other expenses: CONTRACTED SERVICES

    total $2,832,697 · program services $304,172 · management and general $2,528,525

  • 24b · Other expenses: RESIDENT PROGRAM SVCS

    total $524,587 · program services $451,253 · management and general $73,334

  • 24c · Other expenses: RECRUITMENT

    total $186,225 · management and general $186,225

  • 24d · Other expenses: DUES & MEMBERSHIPS

    total $56,971 · program services $2,442 · management and general $54,529

  • 24e · All other expenses

    total $358,141 · program services $2,049 · management and general $356,092

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $5,029,963 · end of year $5,248,422

  • 4 · Accounts receivable

    beginning of year $151,252 · end of year $140,621

  • 7 · Other notes and loans receivable

    beginning of year $3,236,726 · end of year $4,792,845

  • 9 · Prepaid expenses and deferred charges

    beginning of year $700,387 · end of year $633,232

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

    $176,644,486

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

    $61,525,642

  • 10c · Land, buildings and equipment, net

    beginning of year $119,604,784 · end of year $115,118,844

  • 13 · Investments: program-related

    beginning of year $98,498,454 · end of year $96,800,344

  • 15 · Other assets

    beginning of year $117,818 · end of year $3,136,625

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,036,000 · end of year $17,398,398

  • 25 · Other liabilities

    beginning of year $198,939,628 · end of year $200,723,036

  • 27 · Net assets without donor restrictions

    beginning of year $15,363,756 · end of year $7,749,499

Mission and programs · 2022

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 $25,737,541 · Revenue $24,581,816

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

    Expenses $822,543

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

    Expenses $1,347,291 · Revenue $14,070

As filed on the 2022 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
    $2,589,571
    From this org
    $1,730,479
    From related orgs
    $0
    Other
    $859,092
    Hours/week
    50 + 10.4 related

    Schedule J breakdown matched by us

    Base
    $764,159
    Bonus
    $945,128
    Other
    $21,192
    Deferred
    $826,448
    Nontaxable benefits
    $32,644
    Filer's total
    $2,589,571

  • John R Phillips

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.3 + 4.2 related

  • Terence J Toth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.1 related

  • Carol L Sussenbach

    CFO & TREASURER

    Total calculated
    $948,340
    From this org
    $673,599
    From related orgs
    $0
    Other
    $274,741
    Hours/week
    35 + 15.4 related

    Schedule J breakdown matched by us

    Base
    $360,977
    Bonus
    $302,059
    Other
    $10,563
    Deferred
    $252,569
    Nontaxable benefits
    $22,172
    Filer's total
    $948,340

  • Julie Riggs

    SECRETARY

    Total calculated
    $255,973
    From this org
    $209,725
    From related orgs
    $0
    Other
    $46,248
    Hours/week
    44.6 + 5.4 related

    Schedule J breakdown matched by us

    Base
    $160,964
    Bonus
    $41,490
    Other
    $7,271
    Deferred
    $15,293
    Nontaxable benefits
    $30,955
    Filer's total
    $255,973

  • Joseph J Zajdel

    SVP BUSINESS DEVELOPMENT

    Total calculated
    $871,496
    From this org
    $603,964
    From related orgs
    $0
    Other
    $267,532
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $307,725
    Bonus
    $282,593
    Other
    $13,646
    Deferred
    $226,523
    Nontaxable benefits
    $41,009
    Filer's total
    $871,496

  • David Murlette

    SVP SENIOR LIVING

    Total calculated
    $841,554
    From this org
    $558,737
    From related orgs
    $0
    Other
    $282,817
    Hours/week
    50 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $353,665
    Bonus
    $201,560
    Other
    $3,512
    Deferred
    $253,051
    Nontaxable benefits
    $29,766
    Filer's total
    $841,554

  • Mary Sullivan

    SVP HUMAN RESOURCES

    Total calculated
    $764,020
    From this org
    $538,248
    From related orgs
    $0
    Other
    $225,772
    Hours/week
    50 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $281,415
    Bonus
    $250,844
    Other
    $5,989
    Deferred
    $196,780
    Nontaxable benefits
    $28,992
    Filer's total
    $764,020

  • Gale Morgan-Johnston

    SVP SALES

    Total calculated
    $668,321
    From this org
    $457,010
    From related orgs
    $0
    Other
    $211,311
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $270,231
    Bonus
    $178,752
    Other
    $8,027
    Deferred
    $179,456
    Nontaxable benefits
    $31,855
    Filer's total
    $668,321

  • Christopher Manella

    SVP FINANCE

    Total calculated
    $533,297
    From this org
    $378,585
    From related orgs
    $0
    Other
    $154,712
    Hours/week
    48 + 2.2 related

    Schedule J breakdown matched by us

    Base
    $247,650
    Bonus
    $119,937
    Other
    $10,998
    Deferred
    $124,599
    Nontaxable benefits
    $30,113
    Filer's total
    $533,297

  • Brenda P Schreiber

    SVP MARKETING

    Total calculated
    $562,115
    From this org
    $424,216
    From related orgs
    $0
    Other
    $137,899
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $267,818
    Bonus
    $148,214
    Other
    $8,184
    Deferred
    $129,949
    Nontaxable benefits
    $7,950
    Filer's total
    $562,115

  • Meredith Boyle

    SVP STRATEGIC INITIATIVES

    Total calculated
    $561,038
    From this org
    $374,016
    From related orgs
    $0
    Other
    $187,022
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $239,492
    Bonus
    $127,477
    Other
    $7,047
    Deferred
    $143,794
    Nontaxable benefits
    $43,228
    Filer's total
    $561,038

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, 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

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 $250 · assets $0

    Directly controlled by MATHER

  • MATHER INSTITUTE LLC

    AGING RESEARCH · IL · income $14,070 · assets $4,110

    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

Provenance

Return type
form_990
Tax year
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202303179349303225

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