Totals
- Total revenue
- $51,316,231
- Total expenses
- $51,887,254
- Contributions and grants received
- $24,853,487
- Grants paid
- $0
- Program service revenue
- $25,975,860
- Investment income
- $182,953
- Other revenue
- $303,931
- Total assets, end of year
- $225,031,071
- Total liabilities, end of year
- $219,598,127
- Net assets or fund balances, end of year
- $5,432,944
- Program services expenses (Part IX)
- $28,925,362
- Management and general expenses
- $22,961,892
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $28,925,362
Program services were 55.7% 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
$24,853,487
-
2a · Program service revenue: CONTRACTED SERVICES
total $15,270,875 · related or exempt $15,270,875
-
2b · Program service revenue: MANAGEMENT FEE
total $6,636,131 · related or exempt $6,636,131
-
2c · Program service revenue: LEASE REVENUE
total $4,068,854 · related or exempt $4,068,854
-
3 · Investment income
total $182,953 · excluded $182,953
-
11a · Other revenue: CARING COMM POLICY DIV
total $232,089 · related or exempt $232,089
-
11b · Other revenue: CREDIT CARD REBATES
total $51,490 · excluded $51,490
-
11c · Other revenue: ENTRANCE FEE AMORTIZATION
total $5,137 · related or exempt $5,137
-
11d · All other revenue
total $15,215 · excluded $15,215
-
11e · Other revenue, total
$303,931
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $5,170,122 · management and general $5,170,122
-
7 · Other salaries and wages
total $21,563,829 · program services $12,822,105 · management and general $8,741,724
-
8 · Pension plan contributions
total $1,251,149 · program services $743,948 · management and general $507,201
-
9 · Other employee benefits
total $3,124,225 · program services $2,055,947 · management and general $1,068,278
-
10 · Payroll taxes
total $1,649,633 · program services $980,891 · management and general $668,742
-
11b · Fees: legal
total $174,714 · management and general $174,714
-
11c · Fees: accounting
total $216,272 · management and general $216,272
-
11g · Fees: other
total $13,487 · program services $13,487
-
12 · Advertising and promotion
total $391,237 · program services $391,237
-
13 · Office expenses
total $142,715 · program services $18,635 · management and general $124,080
-
14 · Information technology
total $1,100,937 · program services $44,094 · management and general $1,056,843
-
16 · Occupancy
total $469,904 · program services $1,200 · management and general $468,704
-
17 · Travel
total $541,509 · program services $19,942 · management and general $521,567
-
19 · Conferences, conventions and meetings
total $171,481 · program services $11,306 · management and general $160,175
-
20 · Interest
total $6,652,740 · program services $6,652,740
-
22 · Depreciation, depletion and amortization
total $4,530,898 · program services $4,335,411 · management and general $195,487
-
23 · Insurance
total $41,645 · program services $41,645
-
24a · Other expenses: CONTRACTED SERVICES
total $3,000,911 · program services $159,255 · management and general $2,841,656
-
24b · Other expenses: RESIDENT PROGRAM SVCS
total $651,770 · program services $605,227 · management and general $46,543
-
24c · Other expenses: RECRUITMENT
total $504,826 · management and general $504,826
-
24d · Other expenses: DUES & MEMBERSHIPS
total $38,343 · program services $1,949 · management and general $36,394
-
24e · All other expenses
total $484,907 · program services $26,343 · management and general $458,564
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $5,248,422 · end of year $6,580,252
-
4 · Accounts receivable
beginning of year $140,621 · end of year $363,040
-
7 · Other notes and loans receivable
beginning of year $4,792,845 · end of year $3,848,369
-
9 · Prepaid expenses and deferred charges
beginning of year $633,232 · end of year $1,084,216
-
10a · Land, buildings and equipment: cost or other basis
$178,571,282
-
10b · Land, buildings and equipment: accumulated depreciation
$66,056,540
-
10c · Land, buildings and equipment, net
beginning of year $115,118,844 · end of year $112,514,742
-
13 · Investments: program-related
beginning of year $96,800,344 · end of year $98,316,760
-
15 · Other assets
beginning of year $3,136,625 · end of year $2,323,692
-
17 · Accounts payable and accrued expenses
beginning of year $17,398,398 · end of year $16,949,748
-
25 · Other liabilities
beginning of year $200,723,036 · end of year $202,648,379
-
27 · Net assets without donor restrictions
beginning of year $7,749,499 · end of year $5,432,944
Mission and programs · 2023
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 $26,511,372 · Revenue $26,202,061
-
MATHER, VIA COMMUNITY INITIATIVES, PROVIDES COMMUNITY BASED SERVICES FOR OLDER ADULTS IN THE CHICAGO AREA.
Expenses $965,145
-
MATHER, VIA MATHER INSTITUTE, PROVIDES RESEARCH AND EDUCATION TO IMPROVE THE LIVES OF OLDER ADULTS.
Expenses $1,448,845 · Revenue $11,025
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mary G LearyMARY G LEARY
PRESIDENT & CEO
- Total calculated
- $2,531,605
- From this org
- $2,347,083
- From related orgs
- $0
- Other
- $184,522
- Hours/week
- 50 + 10.4 related
Schedule J breakdown matched by us
- Base
- $785,043
- Bonus
- $1,537,750
- Other
- $24,290
- Deferred
- $147,826
- Nontaxable benefits
- $36,696
- Filer's total
- $2,531,605
-
John R PhillipsJOHN R PHILLIPS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.3 + 4.2 related
-
Jenny ChanJENNY CHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 2 related
-
Terence J TothTERENCE J TOTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 2.1 related
-
Carol L SussenbachCAROL L SUSSENBACH
CFO & TREASURER - THRU 4/2023
- Total calculated
- $859,304
- From this org
- $817,872
- From related orgs
- $0
- Other
- $41,432
- Hours/week
- 35 + 15.4 related
Schedule J breakdown matched by us
- Base
- $156,207
- Bonus
- $544,049
- Other
- $117,616
- Deferred
- $23,100
- Nontaxable benefits
- $18,332
- Filer's total
- $859,304
-
Christopher ManellaCHRISTOPHER MANELLA
SVP FINANCE & TREASURER
- Total calculated
- $485,066
- From this org
- $426,583
- From related orgs
- $0
- Other
- $58,483
- Hours/week
- 48 + 2.2 related
Schedule J breakdown matched by us
- Base
- $252,781
- Bonus
- $166,174
- Other
- $7,628
- Deferred
- $23,100
- Nontaxable benefits
- $35,383
- Filer's total
- $485,066
-
Julie RiggsJULIE RIGGS
SECRETARY
- Total calculated
- $267,080
- From this org
- $216,965
- From related orgs
- $0
- Other
- $50,115
- Hours/week
- 44.6 + 5.4 related
Schedule J breakdown matched by us
- Base
- $166,179
- Bonus
- $43,233
- Other
- $7,553
- Deferred
- $15,467
- Nontaxable benefits
- $34,648
- Filer's total
- $267,080
-
Mary SchoegglMARY SCHOEGGL
CFO - AS OF 10/2023
- Total calculated
- $90,391
- From this org
- $87,225
- From related orgs
- $0
- Other
- $3,166
- Hours/week
- 35 + 15.4 related
-
Joseph J ZajdelJOSEPH J ZAJDEL
SVP BUSINESS DEVELOPMENT
- Total calculated
- $706,347
- From this org
- $647,734
- From related orgs
- $0
- Other
- $58,613
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $319,112
- Bonus
- $323,754
- Other
- $4,868
- Deferred
- $23,100
- Nontaxable benefits
- $35,513
- Filer's total
- $706,347
-
David MurletteDAVID MURLETTE
SVP SENIOR LIVING
- Total calculated
- $729,956
- From this org
- $680,591
- From related orgs
- $0
- Other
- $49,365
- Hours/week
- 50 + 0.2 related
Schedule J breakdown matched by us
- Base
- $366,183
- Bonus
- $310,782
- Other
- $3,626
- Deferred
- $23,100
- Nontaxable benefits
- $26,265
- Filer's total
- $729,956
-
Gale Morgan-JohnstonGALE MORGAN-JOHNSTON
SVP SALES
- Total calculated
- $553,286
- From this org
- $494,484
- From related orgs
- $0
- Other
- $58,802
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $277,607
- Bonus
- $208,582
- Other
- $8,295
- Deferred
- $23,100
- Nontaxable benefits
- $35,702
- Filer's total
- $553,286
-
Brenda P SchreiberBRENDA P SCHREIBER
SVP MARKETING
- Total calculated
- $504,910
- From this org
- $472,892
- From related orgs
- $0
- Other
- $32,018
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $276,083
- Bonus
- $191,889
- Other
- $4,920
- Deferred
- $23,100
- Nontaxable benefits
- $8,918
- Filer's total
- $504,910
-
Meredith BoyleMEREDITH BOYLE
SVP STRATEGIC INITIATIVES
- Total calculated
- $530,233
- From this org
- $466,603
- From related orgs
- $0
- Other
- $63,630
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $248,323
- Bonus
- $211,004
- Other
- $7,276
- Deferred
- $23,100
- Nontaxable benefits
- $40,530
- Filer's total
- $530,233
-
Yvonne JungYVONNE JUNG
SVP HR THRU 09/23; DIR HR THRU 11/23
- Total calculated
- $432,983
- From this org
- $236,991
- From related orgs
- $161,663
- Other
- $34,329
- Hours/week
- 38 + 12.2 related
Schedule J breakdown matched by us
- Base
- $208,815 + $51,526 related
- Bonus
- $26,104
- Other
- $2,072 + $110,137 related
- Deferred
- $9,632 + $1,767 related
- Nontaxable benefits
- $20,381 + $2,549 related
- Filer's total
- $267,004 + $165,979 related
-
Mary SullivanMARY SULLIVAN
FORMER SVP HUMAN RESOURCES
- Total calculated
- $619,159
- From this org
- $616,324
- From related orgs
- $0
- Other
- $2,835
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $10,936
- Bonus
- $554,077
- Other
- $51,311
- Deferred
- $450
- Nontaxable benefits
- $2,385
- Filer's total
- $619,159
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
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 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 4A:
- SEVERANCE PAYMENT AN INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING THE YEAR. THE SEVERANCE IS INCLUDED IN COMPENSATION IN SCHEDULE J, PART II, COLUMN (B)(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. CAROL SUSSENBACH AND MARY SULLIVAN BOTH RECEIVED COMPENSATION FROM THE PLAN IN 2023.
- 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.
-
501(C)(3) · PARENT ENTITY · IL
-
501(C)(3) · SENIOR LIVING · IL · controlled entity
Directly controlled by MATHER
-
501(C)(3) · SENIOR LIVING · IL · controlled entity
Directly controlled by MATHER
-
501(C)(3) · OLDER ADULT · IL · controlled entity
Directly controlled by MATHER
-
501(C)(3) · SENIOR LIVING · IL · controlled entity
Directly controlled by MATHER
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 $0 · assets $3,479
Directly controlled by MATHER
-
MATHER INSTITUTE LLC
AGING RESEARCH · IL · income $11,025 · assets $6,285
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
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423199349318317
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