Civic Intelligence

Mather Foundation

990 • Fiscal year 2015 • EIN 20-1030638

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 10, 2016

Organization Profilewww.matherlifeways.com
1603 Orrington Avenue Suite 1800Evanston, 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.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

2nd percentile

0.01x

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

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Net Margin

92nd percentile

41%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

20th percentile

-2.6%

Faster asset growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-50%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Down

$461,725,443

Down $12,567,259 (-2.6%) from 2014

Net Assets

Down

$461,554,139

Down $12,547,986 (-2.6%) from 2014

Liabilities

Down

$171,304

Down $19,273 (-10%) from 2014

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin92nd percentile

Revenue

Down

$26,883,203

Down $26,675,437 (-50%) from 2014

Expenses

Up

$15,732,604

Up $2,162,472 (+16%) from 2014

Net Income

Down

$11,150,599

Down $28,837,909 (-72%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2015

Assets$461,725,443
Liabilities$171,304
Net Assets$461,554,139
Open 2015 Filing

Operations Trend

Revenue Growth2nd 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

2015

Revenue$26,883,203
Expenses$15,732,604
Net Income$11,150,599
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$85,745,296
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$210,603,622$205,570,293▼ $5,033,329
Investments in Publicly Traded Securities$202,301,418$200,024,807▼ $2,276,611
Other Notes and Loans Receivable, Net$12,581,982$11,582,169▼ $999,813
Savings and Temporary Cash Investments$3,455,791$2,743,922▼ $711,869
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$474,292,702$461,725,443▼ $12,567,259
Other Assets Total$45,349,889$41,804,252▼ $3,545,637
Liabilities
Accounts Payable and Accrued Expenses$190,577$171,304▼ $19,273
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$190,577$171,304▼ $19,273
Net Assets / Fund Balance
Unrestricted Net Assets$429,107,989$420,067,437▼ $9,040,552
Permanently Rstr Net Assets$44,994,136$41,486,702▼ $3,507,434
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$474,102,125$461,554,139▼ $12,547,986
Total Liabilities and Net Assets / Fund Balance$474,292,702$461,725,443▼ $12,567,259

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$317,550--
Other Securities$50,555,771--
Compensation and Service Providers
Top Officer PayScore unavailable

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
Summit Strategies IncConsultant8182 Maryland Avenue 6th Floor, St Louis, MO 63155$358,097
Northern TrustConsultant50 S LaSalle Street, Chicago, IL 60675$223,542
Aristotle Capital Mgmt LLCFund Manager11100 Santa Monica Blvd, Los Angeles, CA 90025$221,701
SilchesterFund Manager780 Third Avenue 42nd floor, New York, NY 10017$164,886
Sands Capital Management LLCFund ManagerPO Box 1821, Merrifield, VA 22116$163,837
Revenue and Support

Revenue Composition

Contributions and Grants
$7,873,757
Program Service Revenue
$0
Investment Income
$19,005,256
Other Revenue
$4,190
Change in Net Assets
$11,150,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,407,983
Other Expenses$2,324,621
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,407,983--$13,407,983
Fees for Service Investment Mgmnt Fees-$1,701,307-$1,701,307
Other Expenses-$14,283-$14,283
Office Expenses-$1,058-$1,058
Total Functional Expenses$13,407,983$2,324,621$0$15,732,604
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mather LifeWaysEvanston, IL501(c)(3)Mission Driven Prog.$13,407,983

International Summary

Spending
$109,268,473

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---$101,432,689
Europe (Including Iceland and Greenland)Investments---$7,835,784
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 Suite 1800, Evanston, IL 60201

Signing Officer

Name
Mary G Leary
Title
Director, CEO
Phone
8474927500
Signed
2016-11-10
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

Endowment Funds

“FORM 990, SCHEDULE D, PART V Mather Foundation has reflected permanently restricted net assets in Schedule D, Part V in the past, but they are not true endowments per the definition under SFAS 117. As such, Part V will no longer be completed for these assets.”

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 (fasb) 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 2012, 2013, 2014 and 2015 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.”

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

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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
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director, CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Secretary
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$461,725,443
Liabilities
$171,304
Net assets
$461,554,139
Revenue
$26,883,203
Expenses
$15,732,604
Net income
$11,150,599
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