Civic Intelligence

Mather Foundation

990 • Fiscal year 2016 • EIN 20-1030638

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

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

1st percentile

0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

1st percentile

0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Net Margin

92nd percentile

33%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$1,890,784

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Asset Growth

59th percentile

4.1%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

22%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets1st percentile

Assets

Up

$480,478,865

Up $18,753,422 (+4.1%) from 2015

Net Assets

Up

$480,401,057

Up $18,846,918 (+4.1%) from 2015

Liabilities

Down

$77,808

Down $93,496 (-55%) from 2015

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin92nd percentile

Revenue

Up

$32,680,543

Up $5,797,340 (+22%) from 2015

Expenses

Up

$22,006,420

Up $6,273,816 (+40%) from 2015

Net Income

Down

$10,674,123

Down $476,476 (-4.3%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2016

Assets$480,478,865
Liabilities$77,808
Net Assets$480,401,057
Open 2016 Filing

Operations Trend

Revenue Growth90th 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

2016

Revenue$32,680,543
Expenses$22,006,420
Net Income$10,674,123
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.1
Gross Receipts
$96,460,308
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$205,570,293$216,961,519▲ $11,391,226
Investments in Publicly Traded Securities$200,024,807$203,356,780▲ $3,331,973
Other Notes and Loans Receivable, Net$11,582,169$12,150,207▲ $568,038
Savings and Temporary Cash Investments$2,743,922$4,699,539▲ $1,955,617
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$0→ $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$461,725,443$480,478,865▲ $18,753,422
Other Assets Total$41,804,252$43,310,820▲ $1,506,568
Liabilities
Accounts Payable and Accrued Expenses$171,304$77,808▼ $93,496
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$171,304$77,808▼ $93,496
Net Assets / Fund Balance
Unrestricted Net Assets$420,067,437$437,581,639▲ $17,514,202
Permanently Rstr Net Assets$41,486,702$42,819,418▲ $1,332,716
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$461,554,139$480,401,057▲ $18,846,918
Total Liabilities and Net Assets / Fund Balance$461,725,443$480,478,865▲ $18,753,422

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$491,402--
Other Securities$56,749,801--
Compensation and Service Providers
Top Officer Pay83rd percentile

Board Members and Trustees

NameTitle
Roger E Lumpp IIChairman
Mary G LearyPresident & CEO
Dian LangenhorstDirector
Graham W AtkinsonDirector
John R PhillipsDirector
Mary Louise GornoDirector
Michael G McGeeDirector
Paulette R DodsonDirector
Scott C SmithDirector
Terrence J TothDirector
Timothy L BurkeDirector
Victoria J HergetDirector
William H McLeanDirector
Philip L HarrisDirector - As of 12/2016
Nancy Felton-ElkinsDirector - THRU 3/2016
Carol SussenbachCFO & Treasurer
Julie RiggsSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Summit Strategies INCConsultant8182 MARYLAND AVENUE 6TH FLOOR, St Louis, MO 63155$344,204
Aristotle Capital Mgmt LLCFund Manager11100 Santa Monica Blvd, Los Angeles, CA 90025$216,941
William Blair Company LLCFund Manager222 West Adams Street, Chicago, IL 60606$211,811
Northern TrustInvestment Mgmt50 S LASALLE STREET, Chicago, IL 60675$184,255
SilchesterFund Manager780 THIRD AVENUE 42ND FLOOR, New York, NY 10017$160,440
Revenue and Support

Revenue Composition

Contributions and Grants
$9,384,587
Program Service Revenue
$0
Investment Income
$23,295,956
Other Revenue
$0
Change in Net Assets
$10,674,123
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,683,466
Other Expenses$2,322,954
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$19,683,466--$19,683,466
Fees for Service Investment Mgmnt Fees-$1,610,114-$1,610,114
Other Expenses-$32,312-$32,312
Office Expenses-$476-$476
Total Functional Expenses$19,683,466$2,322,954$0$22,006,420
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mather LifeWaysEvanston, IL501(c)(3)Mission Driven Prog.$19,683,466

International Summary

Spending
$110,620,159

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---$103,344,482
Europe (Including Iceland and Greenland)Investments---$7,275,677
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
President & CEO
Phone
8474927500
Signed
2017-11-10
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

Liability for Uncertain Tax Positions

“Form 990, schedule d, part x, line 2 mather lifeways, mather foundation, mather place (formerly 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 2013 through 2016, 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 822 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/BOYAmt0171304
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt077808
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/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/CntrctRcvdGreaterThan100KCnt07
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/CompensationAmt0344204
IRS990/ContractorCompensationGrp/CompensationAmt1216941
IRS990/ContractorCompensationGrp/CompensationAmt2211811
IRS990/ContractorCompensationGrp/CompensationAmt3184255
IRS990/ContractorCompensationGrp/CompensationAmt4160440
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt08182 MARYLAND AVENUE 6TH FLOOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt111100 Santa Monica Blvd
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2222 West Adams Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt350 S LASALLE STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4780 THIRD AVENUE 42ND FLOOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ST LOUIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd063155
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd190025
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd260606
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd360675
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd410017
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0SUMMIT STRATEGIES INC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1ARISTOTLE CAPITAL MGMT LLC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2William Blair Company LLC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3NORTHERN TRUST
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4SILCHESTER
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTANT
IRS990/ContractorCompensationGrp/ServicesDesc1FUND MANAGER
IRS990/ContractorCompensationGrp/ServicesDesc2FUND MANAGER
IRS990/ContractorCompensationGrp/ServicesDesc3INVESTMENT MGMT
IRS990/ContractorCompensationGrp/ServicesDesc4FUND MANAGER
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt09384587
IRS990/CYGrantsAndSimilarPaidAmt019683466
IRS990/CYInvestmentIncomeAmt023295956
IRS990/CYOtherExpensesAmt02322954
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt010674123
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt022006420
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt032680543
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/ExpenseAmt019683466
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01610114
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01610114
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/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1535.4
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1645.0
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/AverageHoursPerWeekRt142.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1515.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt165.0
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/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1543122
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/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt15171471
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1645999
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/PersonNm7Philip L Harris
IRS990/Form990PartVIISectionAGrp/PersonNm8Victoria J Herget
IRS990/Form990PartVIISectionAGrp/PersonNm9Dian Langenhorst
IRS990/Form990PartVIISectionAGrp/PersonNm10Michael G McGee
IRS990/Form990PartVIISectionAGrp/PersonNm11William H McLean
IRS990/Form990PartVIISectionAGrp/PersonNm12John R Phillips
IRS990/Form990PartVIISectionAGrp/PersonNm13Scott C Smith
IRS990/Form990PartVIISectionAGrp/PersonNm14Terrence J Toth
IRS990/Form990PartVIISectionAGrp/PersonNm15Carol Sussenbach
IRS990/Form990PartVIISectionAGrp/PersonNm16Julie 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/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11347662
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15528980
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16129648
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director - THRU 3/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director - As of 12/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO & Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt016239947
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt019683466
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt019683466
IRS990/GrantsToDomesticOrgsGrp/TotalAmt019683466
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt080019712
IRS990/GrossReceiptsAmt096460308
IRS990/GrossSalesOfInventoryAmt00
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/ExclusionAmt07268955
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07056009
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-212946
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0205570293
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0216961519
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0200024807
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0203356780
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt063779765
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/NetAssetsOrFundBalancesBOYAmt0461554139
IRS990/NetAssetsOrFundBalancesEOYAmt0480401057
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt015823854
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016239947
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0416093
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08172795
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0476
IRS990/OfficeExpensesGrp/TotalAmt0476
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt041804252
IRS990/OtherAssetsTotalGrp/EOYAmt043310820
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CORPORATE SERVICES
IRS990/OtherExpensesGrp/Desc1UBI TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0680052
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt132312
IRS990/OtherExpensesGrp/TotalAmt0680052
IRS990/OtherExpensesGrp/TotalAmt132312
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt011582169
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt012150207
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt041486702
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt042819418
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/PYContributionsGrantsAmt07873757
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt013407983
IRS990/PYInvestmentIncomeAmt019005256
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02324621
IRS990/PYOtherRevenueAmt04190
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt011150599
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt015732604
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026883203
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt010674123
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$480,478,865
Liabilities
$77,808
Net assets
$480,401,057
Revenue
$32,680,543
Expenses
$22,006,420
Net income
$10,674,123
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
2016Detailed filing. Detailed filing data is available for this year.$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