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Nonprofiteer
← THE MATHER EVANSTON

Form 990 for tax year 2022

Filed by THE MATHER EVANSTON.

Totals

Total revenue
$30,321,691
Total expenses
$39,267,001
Contributions and grants received
$0
Grants paid
$14,150,000
Program service revenue
$30,268,199
Investment income
$53,492
Other revenue
$0
Total assets, end of year
$200,627,485
Total liabilities, end of year
$253,875,083
Net assets or fund balances, end of year
-$53,247,598
Program services expenses (Part IX)
$37,022,226
Management and general expenses
$2,244,775
Fundraising expenses
$0
Program service expenses (Part III)
$37,022,226

Program services were 94.3% 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.

  • 2a · Program service revenue: MONTHLY SERVICE FEES

    total $20,130,372 · related or exempt $20,130,372

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

    total $6,466,128 · related or exempt $6,466,128

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

    total $2,526,693 · related or exempt $2,526,693

  • 2d · Program service revenue: DAILY ROOM CHARGES

    total $678,083 · related or exempt $678,083

  • 2e · Program service revenue: RESIDENT SERVICES

    total $466,923 · related or exempt $316,618 · excluded $150,305

  • 3 · Investment income

    total $53,492 · excluded $53,492

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $14,150,000 · program services $14,150,000

  • 11b · Fees: legal

    total $92,164 · management and general $92,164

  • 11c · Fees: accounting

    total $48,749 · management and general $48,749

  • 12 · Advertising and promotion

    total $287,617 · program services $287,617

  • 13 · Office expenses

    total $345,214 · program services $268,010 · management and general $77,204

  • 14 · Information technology

    total $266,294 · program services $27,020 · management and general $239,274

  • 16 · Occupancy

    total $3,895,507 · program services $3,895,507

  • 17 · Travel

    total $16,901 · program services $16,901

  • 19 · Conferences, conventions and meetings

    total $26,209 · program services $11,322 · management and general $14,887

  • 20 · Interest

    total $3,172,689 · program services $3,172,689

  • 22 · Depreciation, depletion and amortization

    total $2,309,645 · program services $2,309,645

  • 23 · Insurance

    total $359,026 · program services $359,026

  • 24a · Other expenses: CONTRACTED SERVICES

    total $11,032,352 · program services $10,351,390 · management and general $680,962

  • 24b · Other expenses: RESIDENT PROGRAM SVCS

    total $1,555,515 · program services $1,555,515

  • 24c · Other expenses: CORPORATE SERVICES

    total $1,276,292 · program services $280,784 · management and general $995,508

  • 24d · Other expenses: NURSING AND MEDICAL

    total $313,501 · program services $313,501

  • 24e · All other expenses

    total $119,326 · program services $23,299 · management and general $96,027

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $200 · end of year $200

  • 2 · Savings and temporary cash investments

    beginning of year $11,078,981 · end of year $12,017,921

  • 4 · Accounts receivable

    beginning of year $291,421 · end of year $537,628

  • 9 · Prepaid expenses and deferred charges

    beginning of year $104,880 · end of year $100,247

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

    $4,548,547

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

    $1,981,969

  • 10c · Land, buildings and equipment, net

    beginning of year $2,073,107 · end of year $2,566,578

  • 13 · Investments: program-related

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

  • 15 · Other assets

    beginning of year $2,364,252 · end of year $4,280,911

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,494,126 · end of year $7,721,583

  • 25 · Other liabilities

    beginning of year $237,362,805 · end of year $246,153,500

  • 27 · Net assets without donor restrictions

    beginning of year -$42,820,090 · end of year -$53,247,598

Mission and programs · 2022

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 $37,022,226 · Grants $14,150,000 · Revenue $30,268,199

As filed on the 2022 return.

Listed in Part VII

  • Mary G Leary

    PRESIDENT & CEO

    Total calculated
    $2,589,571
    From this org
    $0
    From related orgs
    $1,730,479
    Other
    $859,092
    Hours/week
    0.1 + 60.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $764,159 related
    Bonus
    $0 + $945,128 related
    Other
    $0 + $21,192 related
    Deferred
    $0 + $826,448 related
    Nontaxable benefits
    $0 + $32,644 related
    Filer's total
    $0 + $2,589,571 related

  • Carol L Sussenbach

    CFO & TREASURER

    Total calculated
    $948,340
    From this org
    $0
    From related orgs
    $673,599
    Other
    $274,741
    Hours/week
    0.1 + 50.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $360,977 related
    Bonus
    $0 + $302,059 related
    Other
    $0 + $10,563 related
    Deferred
    $0 + $252,569 related
    Nontaxable benefits
    $0 + $22,172 related
    Filer's total
    $0 + $948,340 related

  • David Murlette

    SVP SR. LIVING

    Total calculated
    $841,554
    From this org
    $0
    From related orgs
    $558,737
    Other
    $282,817
    Hours/week
    0.1 + 50.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,665 related
    Bonus
    $0 + $201,560 related
    Other
    $0 + $3,512 related
    Deferred
    $0 + $253,051 related
    Nontaxable benefits
    $0 + $29,766 related
    Filer's total
    $0 + $841,554 related

  • Mary Sullivan

    SVP HUMAN RESOURCES

    Total calculated
    $764,020
    From this org
    $0
    From related orgs
    $538,248
    Other
    $225,772
    Hours/week
    0.1 + 50.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,415 related
    Bonus
    $0 + $250,844 related
    Other
    $0 + $5,989 related
    Deferred
    $0 + $196,780 related
    Nontaxable benefits
    $0 + $28,992 related
    Filer's total
    $0 + $764,020 related

  • Christopher Manella

    SVP FINANCE

    Total calculated
    $533,297
    From this org
    $0
    From related orgs
    $378,585
    Other
    $154,712
    Hours/week
    0.1 + 50.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,650 related
    Bonus
    $0 + $119,937 related
    Other
    $0 + $10,998 related
    Deferred
    $0 + $124,599 related
    Nontaxable benefits
    $0 + $30,113 related
    Filer's total
    $0 + $533,297 related

  • Yvonne Jung

    SVP HR - AS OF 9/2022

    Total calculated
    $75,899
    From this org
    $0
    From related orgs
    $66,439
    Other
    $9,460
    Hours/week
    0.1 + 50.1 related

  • Julie Riggs

    SECRETARY

    Total calculated
    $255,973
    From this org
    $0
    From related orgs
    $209,725
    Other
    $46,248
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,964 related
    Bonus
    $0 + $41,490 related
    Other
    $0 + $7,271 related
    Deferred
    $0 + $15,293 related
    Nontaxable benefits
    $0 + $30,955 related
    Filer's total
    $0 + $255,973 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, 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'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
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202343179349300534

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