Civic Intelligence

Mather Foundation

990 • Fiscal year 2014 • EIN 20-1030638

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization Profilewww.matherlifeways.com
1603 Orrington AvenueEvanston, IL 60201

(847) 492-7500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

2nd percentile

0.00x

Higher debt load relative to assets than 2% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2014

Liabilities / Revenue

2nd percentile

0.00x

Higher debt load relative to revenue than 2% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2014

Net Margin

98th percentile

75%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2014

Top Officer Pay

81st percentile

$1,688,579

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2014

Asset Growth

57th percentile

7.8%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

33%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$474,292,702

Up $34,288,307 (+7.8%) from 2013

Net Assets

Up

$474,102,125

Up $37,274,619 (+8.5%) from 2013

Liabilities

Down

$190,577

Down $2,986,312 (-94%) from 2013

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin98th percentile

Revenue

Up

$53,558,640

Up $13,204,387 (+33%) from 2013

Expenses

Down

$13,570,132

Down $3,050,745 (-18%) from 2013

Net Income

Up

$39,988,508

Up $16,255,132 (+68%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0B$500M$0Assets 2010: $407,858,849Liabilities 2010: $33,510,369Net Assets 2010: $374,348,4802010Assets 2011: $396,884,032Liabilities 2011: $32,215,098Net Assets 2011: $364,668,9342011Assets 2012: $424,294,704Liabilities 2012: $28,498,758Net Assets 2012: $395,795,9462012Assets 2013: $440,004,395Liabilities 2013: $3,176,889Net Assets 2013: $436,827,5062013Assets 2014: $474,292,702Liabilities 2014: $190,577Net Assets 2014: $474,102,1252014Assets 2015: $461,725,443Liabilities 2015: $171,304Net Assets 2015: $461,554,1392015Assets 2016: $480,478,865Liabilities 2016: $77,808Net Assets 2016: $480,401,0572016Assets 2017: $523,448,738Liabilities 2017: $78,714Net Assets 2017: $523,370,0242017Assets 2018: $502,227,292Liabilities 2018: $2,021,765Net Assets 2018: $500,205,5272018Assets 2019: $550,650,423Liabilities 2019: $2,539,729Net Assets 2019: $548,110,6942019Assets 2020: $590,942,551Liabilities 2020: $2,888,248Net Assets 2020: $588,054,3032020Assets 2021: $740,767,702Liabilities 2021: $102,346,087Net Assets 2021: $638,421,6152021Assets 2022: $667,352,452Liabilities 2022: $101,843,004Net Assets 2022: $565,509,4482022Assets 2023: $733,657,489Liabilities 2023: $105,249,634Net Assets 2023: $628,407,8552023Assets 2024: $807,575,812Liabilities 2024: $110,472,031Net Assets 2024: $697,103,7812024

Highlighted filing

2014

Assets$474,292,702
Liabilities$190,577
Net Assets$474,102,125
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2010: $15,558,7752010Expenses 2011: $15,944,8742011Expenses 2012: $17,534,0542012Revenue 2013: $40,354,253Expenses 2013: $16,620,877Net Income 2013: $23,733,3762013Revenue 2014: $53,558,640Expenses 2014: $13,570,132Net Income 2014: $39,988,5082014Revenue 2015: $26,883,203Expenses 2015: $15,732,604Net Income 2015: $11,150,5992015Revenue 2016: $32,680,543Expenses 2016: $22,006,420Net Income 2016: $10,674,1232016Revenue 2017: $44,952,969Expenses 2017: $29,652,782Net Income 2017: $15,300,1872017Revenue 2018: $27,377,521Expenses 2018: $22,286,129Net Income 2018: $5,091,3922018Revenue 2019: $48,757,996Expenses 2019: $29,075,095Net Income 2019: $19,682,9012019Revenue 2020: $29,645,522Expenses 2020: $26,914,395Net Income 2020: $2,731,1272020Revenue 2021: $59,866,357Expenses 2021: $64,731,163Net Income 2021: -$4,864,8062021Revenue 2022: $45,714,129Expenses 2022: $25,172,288Net Income 2022: $20,541,8412022Revenue 2023: $44,153,743Expenses 2023: $24,274,710Net Income 2023: $19,879,0332023Revenue 2024: $66,562,780Expenses 2024: $23,384,787Net Income 2024: $43,177,9932024

Highlighted filing

2014

Revenue$53,558,640
Expenses$13,570,132
Net Income$39,988,508
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$124,110,891
Mission and Program Overview

Mission

Mather foundation serves as the parent entity for the mather lifeways organization to hold, invest and preserve funds, which allows the organization to provide housing, health care, community programs, research and education and other services that enhance the lives of older adults by creating ways to age well.

Mather Foundation serves as the parent entity for Mather LifeWays to hold, invest and preserve funds, which enhance the lives of older adults by creating ways to age well.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$181,586,836$210,603,622▲ $29,016,786
Investments in Publicly Traded Securities$196,179,835$202,301,418▲ $6,121,583
Other Notes and Loans Receivable, Net$13,559,439$12,581,982▼ $977,457
Savings and Temporary Cash Investments$4,881,716$3,455,791▼ $1,425,925
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$440,004,395$474,292,702▲ $34,288,307
Other Assets Total$43,796,569$45,349,889▲ $1,553,320
Liabilities
Other Liabilities$3,000,000$0▼ $3,000,000
Accounts Payable and Accrued Expenses$176,889$190,577▲ $13,688
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,176,889$190,577▼ $2,986,312
Net Assets / Fund Balance
Unrestricted Net Assets$393,419,371$429,107,989▲ $35,688,618
Permanently Rstr Net Assets$43,408,135$44,994,136▲ $1,586,001
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$436,827,506$474,102,125▲ $37,274,619
Total Liabilities and Net Assets / Fund Balance$440,004,395$474,292,702▲ $34,288,307

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$355,753--
Other Securities$58,525,574--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$43,408,135-▲ $3,754,975$1,971,000$44,994,136
2013$39,350,826-▲ $6,003,584$1,816,000$43,408,135
2012$37,852,142-▲ $3,486,055$1,881,000$39,350,826
2011$39,703,186-▲ $71,933$1,811,152$37,852,142
2010$38,160,853$0▲ $3,441,431$1,702,246$39,703,186
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Roger E Lumpp IIChairman
Dian LangenhorstDirector
Graham W AtkinsonDirector
John R PhillipsDirector
Mary Louise GornoDirector
Michael G McGeeDirector
Nancy Felton-ElkinsDirector
Paulette R DodsonDirector
Scott C SmithDirector
Terrence J TothDirector
Timothy L BurkeDirector
Victoria J HergetDirector
William H McLeanDirector
Mary G LearyDirector, CEO
Julie RiggsSecretary
Carol SussenbachTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sands Capital Management LLCFund ManagerPO Box 1821, Merrifield, VA 22116$355,436
Summit Strategies IncConsultant8182 Maryland Avenue 6th Floor, St Louis, MO 63155$353,297
Aristotle Capital Mgmt LLCFund Manager11100 Santa Monica Blvd, Los Angeles, CA 90025$211,280
Northern TrustConsultant50 S Lasalle Street, Chicago, IL 60675$183,673
William Blair Company LLCFund Manager222 W Adams St, Chicago, IL 60606$166,903
Revenue and Support

Revenue Composition

Contributions and Grants
$24,571,000
Program Service Revenue
$0
Investment Income
$28,987,640
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$39,988,508
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,120,441
Other Expenses$2,449,691
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,120,441--$11,120,441
Fees for Service Investment Mgmnt Fees-$1,922,434-$1,922,434
Other Expenses-$11,980-$11,980
Office Expenses-$783-$783
Total Functional Expenses$11,120,441$2,449,691$0$13,570,132
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mather LifeWaysEvanston, IL501(c)(3)Mission Driven Prog.$11,120,441

International Summary

Spending
$107,398,095

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments---$99,855,945
Europe (Including Iceland and Greenland)Investments---$7,542,150
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Mather Foundation
EIN
20-1030638
In Care Of
% CAROL SUSSENBACH
Phone
8474927500
Address
1603 Orrington Avenue, Evanston, IL 60201

Signing Officer

Name
Mary G Leary
Title
Director, CEO
Phone
8474927500
Signed
2015-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary G Leary
Formed
2004
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Grant Thornton Llp
Address
171 N CLARK ST SUITE 200, CHICAGO, IL 60601
Preparer
Michelle L Weber
Phone
3128560200
Supplemental Narrative

Additional Explanations

Form 990 Review Process

“Form 990, Part VI, Line 11B The Form 990, including schedules, was distributed to the members of the Mather Foundation Audit Committee of the Board of Directors. The committee met with management and reviewed the Form 990. Subsequently, the Form 990 was distributed to each director. All comments and questions were directed to the organization's Chief Financial Officer.”

Conflict of Interest Policy Monitoring & Enforcement

“Form 990, Part VI, Line 12C Annually all board members, officers and senior staff must disclose any interests that could give rise to conflicts. Any actual, potential, or apparent conflicts are referred to the CEO and President, the Board Chair and Chair of the Governance Committee, who take appropriate action, including discussing with the full board, when necessary.”

Process for Determining Compensation

“Form 990, Part VI, Line 15A All compensation for officers/directors/key employees is paid by a related organization, Mather Lifeways. Mather Foundation relied on Mather Lifeways to review this information for all compensation paid.”

How Documents are Made Available to the Public

“Form 990, Part VI, Line 19 The organization's articles of incorporation, bylaws, conflict of interest policy, and audited financial statements are available upon request.”

Financial Statement Notes

Uses of the Organization'S Endowment Funds

“Form 990, Schedule D, Part V, Line 4 To provide services for older adults.”

Liability for Uncertain Tax Positions

“Form 990, Schedule D, part X, Line 2 Mather LifeWays; Mather Foundation; Mather Healthcare, Inc.; Mather Investments, NFP; Mather Possibilities; and The Mather have received favorable determination letters from the Internal Revenue Service stating that they are exempt from federal income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, except for income taxes pertaining to unrelated business income. The Financial Accounting Standards Board issued guidance that requires tax effects from uncertain tax positions to be recognized in the consolidated financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. Management has determined there are no material uncertain positions that require recognition in the consolidated financial statements. Additionally, no provision for incomes taxes is reflected in these consolidated financial statements. The calendar years ending 2011, 2012, 2013 and 2014 are open to audit for federal income tax purposes. The entities of Mather LifeWays file tax returns in certain states; however, they do not file in every state. For all states where the entities have not filed a state return, all tax years remain open.”

Raw XML AppendixShowing 400 of 824 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0176889
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0190577
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Mather Foundation serves as the parent entity for Mather LifeWays to hold, invest and preserve funds, which enhance the lives of older adults by creating ways to age well.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CAROL SUSSENBACH
IRS990/BooksInCareOfDetail/PhoneNum08474926760
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01603 ORRINGTON AVENUE SUITE 1800
IRS990/BooksInCareOfDetail/USAddress/CityNm0Evanston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060201
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt08
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0355436
IRS990/ContractorCompensationGrp/CompensationAmt1353297
IRS990/ContractorCompensationGrp/CompensationAmt2211280
IRS990/ContractorCompensationGrp/CompensationAmt3183673
IRS990/ContractorCompensationGrp/CompensationAmt4166903
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO Box 1821
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt18182 Maryland Avenue 6th Floor
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt211100 Santa Monica Blvd
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt350 S Lasalle Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4222 W Adams St
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MERRIFIELD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ST LOUIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd022116
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd163155
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd290025
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd360675
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd460606
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Sands Capital Management LLC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1Summit Strategies Inc
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2Aristotle Capital Mgmt LLC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3Northern Trust
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4William Blair Company LLC
IRS990/ContractorCompensationGrp/ServicesDesc0Fund Manager
IRS990/ContractorCompensationGrp/ServicesDesc1Consultant
IRS990/ContractorCompensationGrp/ServicesDesc2Fund Manager
IRS990/ContractorCompensationGrp/ServicesDesc3Consultant
IRS990/ContractorCompensationGrp/ServicesDesc4Fund Manager
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt024571000
IRS990/CYGrantsAndSimilarPaidAmt011120441
IRS990/CYInvestmentIncomeAmt028987640
IRS990/CYOtherExpensesAmt02449691
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt039988508
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt013570132
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt053558640
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Mather Foundation serves as the parent entity for the Mather LifeWays organization to hold, invest and preserve funds, which allows the organization to provide housing, health care, community programs, research and education and other services that enhance the lives of older adults by creating ways to age well.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt011120441
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01922434
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01922434
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.7
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.4
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1435.4
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1545.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1415.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt155.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1418393
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt14195225
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1542465
IRS990/Form990PartVIISectionAGrp/PersonNm0Roger E Lumpp II
IRS990/Form990PartVIISectionAGrp/PersonNm1Mary G Leary
IRS990/Form990PartVIISectionAGrp/PersonNm2Graham W Atkinson
IRS990/Form990PartVIISectionAGrp/PersonNm3Timothy L Burke
IRS990/Form990PartVIISectionAGrp/PersonNm4Paulette R Dodson
IRS990/Form990PartVIISectionAGrp/PersonNm5Nancy Felton-Elkins
IRS990/Form990PartVIISectionAGrp/PersonNm6Mary Louise Gorno
IRS990/Form990PartVIISectionAGrp/PersonNm7Victoria J Herget
IRS990/Form990PartVIISectionAGrp/PersonNm8Dian Langenhorst
IRS990/Form990PartVIISectionAGrp/PersonNm9Michael G McGee
IRS990/Form990PartVIISectionAGrp/PersonNm10William H McLean
IRS990/Form990PartVIISectionAGrp/PersonNm11John R Phillips
IRS990/Form990PartVIISectionAGrp/PersonNm12Scott C Smith
IRS990/Form990PartVIISectionAGrp/PersonNm13Terrence J Toth
IRS990/Form990PartVIISectionAGrp/PersonNm14Carol Sussenbach
IRS990/Form990PartVIISectionAGrp/PersonNm15Julie Riggs
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11270186
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14484883
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15121139
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director, CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt020849500
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt011120441
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt011120441
IRS990/GrantsToDomesticOrgsGrp/TotalAmt011120441
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt091401751
IRS990/GrossReceiptsAmt0124110891
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt08666665
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08138140
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-528525
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0181586836
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0210603622
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0196179835
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0202301418
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt070552251
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MATHER FOUNDATION SERVES AS THE PARENT ENTITY FOR THE MATHER LIFEWAYS ORGANIZATION TO HOLD, INVEST AND PRESERVE FUNDS, WHICH ALLOWS THE ORGANIZATION TO PROVIDE HOUSING, HEALTH CARE, COMMUNITY PROGRAMS, RESEARCH AND EDUCATION AND OTHER SERVICES THAT ENHANCE THE LIVES OF OLDER ADULTS BY CREATING WAYS TO AGE WELL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0436827506
IRS990/NetAssetsOrFundBalancesEOYAmt0474102125
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt020849500
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020849500
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0-613719
IRS990/NetUnrlzdGainsLossesInvstAmt0-2713889
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0783
IRS990/OfficeExpensesGrp/TotalAmt0783
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt043796569
IRS990/OtherAssetsTotalGrp/EOYAmt045349889
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CORPORATE SERVICES
IRS990/OtherExpensesGrp/Desc1UBI TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0514494
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111980
IRS990/OtherExpensesGrp/TotalAmt0514494
IRS990/OtherExpensesGrp/TotalAmt111980
IRS990/OtherLiabilitiesGrp/BOYAmt03000000
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt013559439
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt012581982
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt043408135
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt044994136
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Mary G Leary
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01816000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt014535494
IRS990/PYInvestmentIncomeAmt038538253
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02085383
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt023733376
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt016620877
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt040354253
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt039988508
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RelatedOrganizationsAmt024571000
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04881716
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03455791
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$474,292,702
Liabilities
$190,577
Net assets
$474,102,125
Revenue
$53,558,640
Expenses
$13,570,132
Net income
$39,988,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$808$110$697$66.6$23.4$43.2
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$734$105$628$44.2$24.3$19.9
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$667$102$566$45.7$25.2$20.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$741$102$638$59.9$64.7$4.86
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$591$2.89$588$29.6$26.9$2.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$551$2.54$548$48.8$29.1$19.7
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$502$2.02$500$27.4$22.3$5.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$523$0.08$523$45.0$29.7$15.3
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$480$0.08$480$32.7$22.0$10.7
2015Detailed filing. Detailed filing data is available for this year.$462$0.17$462$26.9$15.7$11.2
2014Detailed filing. Detailed filing data is available for this year.$474$0.19$474$53.6$13.6$40.0
2013Detailed filing. Detailed filing data is available for this year.$440$3.18$437$40.4$16.6$23.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$424$28.5$396$17.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$397$32.2$365$15.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$408$33.5$374$15.6