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Nonprofiteer
← THE MATHER EVANSTON

Form 990 for tax year 2024

Filed by THE MATHER EVANSTON.

Totals

Total revenue
$33,655,801
Total expenses
$41,570,531
Contributions and grants received
$0
Grants paid
$13,150,000
Program service revenue
$33,048,577
Investment income
$607,224
Other revenue
$0
Total assets, end of year
$206,629,208
Total liabilities, end of year
$277,018,271
Net assets or fund balances, end of year
-$70,389,063
Program services expenses (Part IX)
$38,599,267
Management and general expenses
$2,971,264
Fundraising expenses
$0
Program service expenses (Part III)
$38,599,267

Program services were 92.9% 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.

  • 2a · Program service revenue: MONTHLY SERVICE FEES

    total $23,018,574 · related or exempt $23,018,574

  • 2b · Program service revenue: PROGRAM RELATED INT.

    total $6,466,238 · related or exempt $6,466,238

  • 2c · Program service revenue: AMORT. OF DEFERRED ENT

    total $2,234,441 · related or exempt $2,234,441

  • 2d · Program service revenue: RESIDENT SERVICES

    total $803,988 · related or exempt $474,844 · excluded $329,144

  • 2e · Program service revenue: DAILY ROOM CHARGES

    total $525,336 · related or exempt $525,336

  • 3 · Investment income

    total $607,224 · excluded $607,224

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $13,150,000 · program services $13,150,000

  • 11b · Fees: legal

    total $10,331 · management and general $10,331

  • 11c · Fees: accounting

    total $53,335 · management and general $53,335

  • 11g · Fees: other

    total $422,531 · program services $422,531

  • 12 · Advertising and promotion

    total $287,106 · program services $287,106

  • 13 · Office expenses

    total $393,185 · program services $308,963 · management and general $84,222

  • 14 · Information technology

    total $383,582 · program services $30,265 · management and general $353,317

  • 16 · Occupancy

    total $4,293,658 · program services $4,293,658

  • 17 · Travel

    total $25,246 · program services $22,914 · management and general $2,332

  • 19 · Conferences, conventions and meetings

    total $40,808 · program services $23,799 · management and general $17,009

  • 20 · Interest

    total $3,145,602 · program services $3,145,602

  • 22 · Depreciation, depletion and amortization

    total $2,580,753 · program services $2,580,753

  • 23 · Insurance

    total $340,994 · program services $340,994

  • 24a · Other expenses: CONTRACTED SERVICES

    total $12,671,134 · program services $11,548,756 · management and general $1,122,378

  • 24b · Other expenses: RESIDENT PROGRAM SVCS

    total $1,900,966 · program services $1,900,966

  • 24c · Other expenses: CORPORATE SERVICES

    total $1,459,403 · program services $248,099 · management and general $1,211,304

  • 24d · Other expenses: NURSING AND MEDICAL

    total $246,307 · program services $246,307

  • 24e · All other expenses

    total $165,590 · program services $48,554 · management and general $117,036

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $170 · end of year $125

  • 2 · Savings and temporary cash investments

    beginning of year $13,895,194 · end of year $17,238,965

  • 4 · Accounts receivable

    beginning of year $524,428 · end of year $520,733

  • 9 · Prepaid expenses and deferred charges

    beginning of year $70,574 · end of year $94,672

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

    $8,114,840

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

    $3,395,382

  • 10c · Land, buildings and equipment, net

    beginning of year $4,190,758 · end of year $4,719,458

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $181,124,000 · end of year $181,124,000

  • 15 · Other assets

    beginning of year $5,891,900 · end of year $2,931,255

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,000,481 · end of year $6,484,813

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $258,661,591 · end of year $270,533,458

  • 27 · Net assets without donor restrictions

    beginning of year -$60,965,048 · end of year -$70,389,063

Mission and programs · 2024

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.

Activities or mission (Part I)

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.

  • THE MATHER EVANSTON IS A NOT-FOR-PROFIT LIFE PLAN COMMUNITY THAT ENHANCES THE LIVES OF OLDER ADULTS BY CREATING WAYS TO AGE WELL.

    Expenses $38,599,267 · Grants $13,150,000 · Revenue $33,048,577

As filed on the 2024 return.

Listed in Part VII

  • Mary G Leary

    PRESIDENT & CEO

    Total calculated
    $2,061,920
    From this org
    $0
    From related orgs
    $1,875,195
    Other
    $186,725
    Hours/week
    0.1 + 60.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $808,633 related
    Bonus
    $0 + $682,539 related
    Other
    $0 + $384,023 related
    Deferred
    $0 + $150,150 related
    Nontaxable benefits
    $0 + $36,575 related
    Filer's total
    $0 + $2,061,920 related

  • David Murlette

    SVP SR. LIVING

    Total calculated
    $779,817
    From this org
    $0
    From related orgs
    $727,026
    Other
    $52,791
    Hours/week
    0.1 + 50.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,079 related
    Bonus
    $0 + $135,034 related
    Other
    $0 + $212,913 related
    Deferred
    $0 + $24,150 related
    Nontaxable benefits
    $0 + $28,641 related
    Filer's total
    $0 + $779,817 related

  • Christopher Manella

    SVP FINANCE & TREASURER

    Total calculated
    $569,035
    From this org
    $0
    From related orgs
    $511,159
    Other
    $57,876
    Hours/week
    0.1 + 50.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,407 related
    Bonus
    $0 + $147,000 related
    Other
    $0 + $94,752 related
    Deferred
    $0 + $24,150 related
    Nontaxable benefits
    $0 + $33,726 related
    Filer's total
    $0 + $569,035 related

  • Mary Schoeggl

    CFO

    Total calculated
    $461,731
    From this org
    $0
    From related orgs
    $409,108
    Other
    $52,623
    Hours/week
    0.1 + 50.3 related

    Schedule J breakdown matched by us

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

  • Julie Riggs

    SECRETARY

    Total calculated
    $260,048
    From this org
    $0
    From related orgs
    $211,471
    Other
    $48,577
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,054 related
    Bonus
    $0 + $27,086 related
    Other
    $0 + $10,331 related
    Deferred
    $0 + $15,417 related
    Nontaxable benefits
    $0 + $33,160 related
    Filer's total
    $0 + $260,048 related

  • Carol L Sussenbach

    FORMER CFO & TREASURER

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

    Schedule J breakdown matched by us

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

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

  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 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, DAVID MURLETTE OF $201,737, AND CHRISTOPHER MANELLA OF $90,546. THE AMOUNTS WERE INCLUDED AS TAXABLE COMPENSATION IN EACH INDIVIDUAL'S W-2.

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

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.

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
202533159349306573

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