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Nonprofiteer
← THE MATHER EVANSTON

Form 990 for tax year 2023

Filed by THE MATHER EVANSTON.

Totals

Total revenue
$31,940,034
Total expenses
$38,161,864
Contributions and grants received
$0
Grants paid
$11,700,000
Program service revenue
$31,724,892
Investment income
$215,142
Other revenue
$0
Total assets, end of year
$205,697,024
Total liabilities, end of year
$266,662,072
Net assets or fund balances, end of year
-$60,965,048
Program services expenses (Part IX)
$35,516,569
Management and general expenses
$2,645,295
Fundraising expenses
$0
Program service expenses (Part III)
$35,516,569

Program services were 93.1% 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 $21,277,547 · related or exempt $21,277,547

  • 2b · Program service revenue: PROGRAM RELATED INTEREST INCOME

    total $6,466,144 · related or exempt $6,466,144

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

    total $2,503,449 · related or exempt $2,503,449

  • 2d · Program service revenue: DAILY ROOM CHARGES

    total $839,879 · related or exempt $839,879

  • 2e · Program service revenue: RESIDENT SERVICES

    total $637,873 · related or exempt $380,313 · excluded $257,560

  • 3 · Investment income

    total $215,142 · excluded $215,142

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,700,000 · program services $11,700,000

  • 11b · Fees: legal

    total $7,531 · management and general $7,531

  • 11c · Fees: accounting

    total $53,740 · management and general $53,740

  • 11g · Fees: other

    total $888,755 · program services $888,755

  • 12 · Advertising and promotion

    total $305,481 · program services $305,481

  • 13 · Office expenses

    total $356,719 · program services $276,023 · management and general $80,696

  • 14 · Information technology

    total $318,571 · program services $31,245 · management and general $287,326

  • 16 · Occupancy

    total $3,566,454 · program services $3,566,454

  • 17 · Travel

    total $26,731 · program services $24,198 · management and general $2,533

  • 19 · Conferences, conventions and meetings

    total $30,514 · program services $8,565 · management and general $21,949

  • 20 · Interest

    total $3,159,267 · program services $3,159,267

  • 22 · Depreciation, depletion and amortization

    total $2,455,260 · program services $2,455,260

  • 23 · Insurance

    total $365,731 · program services $365,731

  • 24a · Other expenses: CONTRACTED SERVICES

    total $11,375,502 · program services $10,357,633 · management and general $1,017,869

  • 24b · Other expenses: RESIDENT PROGRAM SVCS

    total $1,710,453 · program services $1,710,453

  • 24c · Other expenses: CORPORATE SERVICES

    total $1,364,380 · program services $300,164 · management and general $1,064,216

  • 24d · Other expenses: NURSING AND MEDICAL

    total $333,514 · program services $333,514

  • 24e · All other expenses

    total $143,261 · program services $33,826 · management and general $109,435

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $200 · end of year $170

  • 2 · Savings and temporary cash investments

    beginning of year $12,017,921 · end of year $13,895,194

  • 4 · Accounts receivable

    beginning of year $537,628 · end of year $524,428

  • 9 · Prepaid expenses and deferred charges

    beginning of year $100,247 · end of year $70,574

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

    $6,816,627

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

    $2,625,869

  • 10c · Land, buildings and equipment, net

    beginning of year $2,566,578 · end of year $4,190,758

  • 13 · Investments: program-related

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

  • 15 · Other assets

    beginning of year $4,280,911 · end of year $5,891,900

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,721,583 · end of year $8,000,481

  • 25 · Other liabilities

    beginning of year $246,153,500 · end of year $258,661,591

  • 27 · Net assets without donor restrictions

    beginning of year -$53,247,598 · end of year -$60,965,048

Mission and programs · 2023

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 $35,516,569 · Grants $11,700,000 · Revenue $31,724,892

As filed on the 2023 return.

Listed in Part VII

  • Mary G Leary

    PRESIDENT & CEO

    Total calculated
    $2,531,605
    From this org
    $0
    From related orgs
    $2,347,083
    Other
    $184,522
    Hours/week
    0.1 + 60.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $785,043 related
    Bonus
    $0 + $1,537,750 related
    Other
    $0 + $24,290 related
    Deferred
    $0 + $147,826 related
    Nontaxable benefits
    $0 + $36,696 related
    Filer's total
    $0 + $2,531,605 related

  • Carol L Sussenbach

    CFO & TREASURER - THRU 04/2023

    Total calculated
    $859,304
    From this org
    $0
    From related orgs
    $817,872
    Other
    $41,432
    Hours/week
    0.1 + 50.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,207 related
    Bonus
    $0 + $544,049 related
    Other
    $0 + $117,616 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $18,332 related
    Filer's total
    $0 + $859,304 related

  • David Murlette

    SVP SR. LIVING

    Total calculated
    $729,956
    From this org
    $0
    From related orgs
    $680,591
    Other
    $49,365
    Hours/week
    0.1 + 50.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,183 related
    Bonus
    $0 + $310,782 related
    Other
    $0 + $3,626 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $26,265 related
    Filer's total
    $0 + $729,956 related

  • Yvonne Jung

    SVP HR THRU 9/23; DIR HR THRU 11/23

    Total calculated
    $432,983
    From this org
    $0
    From related orgs
    $398,654
    Other
    $34,329
    Hours/week
    0.1 + 50.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $260,341 related
    Bonus
    $0 + $26,104 related
    Other
    $0 + $112,209 related
    Deferred
    $0 + $11,399 related
    Nontaxable benefits
    $0 + $22,930 related
    Filer's total
    $0 + $432,983 related

  • Mary Schoeggl

    CFO - AS OF 10/2023

    Total calculated
    $90,391
    From this org
    $0
    From related orgs
    $87,225
    Other
    $3,166
    Hours/week
    0.1 + 50.3 related

  • Christopher Manella

    SVP FINANCE & TREASURER

    Total calculated
    $485,066
    From this org
    $0
    From related orgs
    $426,583
    Other
    $58,483
    Hours/week
    0.1 + 50.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,781 related
    Bonus
    $0 + $166,174 related
    Other
    $0 + $7,628 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $35,383 related
    Filer's total
    $0 + $485,066 related

  • Julie Riggs

    SECRETARY

    Total calculated
    $267,080
    From this org
    $0
    From related orgs
    $216,965
    Other
    $50,115
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,179 related
    Bonus
    $0 + $43,233 related
    Other
    $0 + $7,553 related
    Deferred
    $0 + $15,467 related
    Nontaxable benefits
    $0 + $34,648 related
    Filer's total
    $0 + $267,080 related

  • Mary Sullivan

    FORMER SVP HUMAN RESOURCES

    Total calculated
    $619,159
    From this org
    $0
    From related orgs
    $616,324
    Other
    $2,835
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $10,936 related
    Bonus
    $0 + $554,077 related
    Other
    $0 + $51,311 related
    Deferred
    $0 + $450 related
    Nontaxable benefits
    $0 + $2,385 related
    Filer's total
    $0 + $619,159 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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
  • 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 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'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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349318375

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