Civic Intelligence

Mather Foundation

990T • Fiscal year 2022 • EIN 20-1030638

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization Profilewww.matherlifeways.com
1560 Sherman Avenue 1010Evanston, IL 60201

(847) 492-7500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$807,575,812
Liabilities$110,472,031
Net Assets$697,103,781
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$66,562,780
Expenses$23,384,787
Net Income$43,177,993
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v7.0
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.

Filing and Contact Details

Filer

Filer Name
Mather Foundation
EIN
20-1030638
Phone
8474927500
Address
1560 SHERMAN AVENUE 1010, EVANSTON, IL 60201

Signing Officer

Name
Mary G Leary
Title
President & CEO
Phone
8474927500
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
171 N CLARK ST STE 200, CHICAGO, IL 60601
Preparer
Bridget Roche
Phone
3128560200
Raw XML Appendix130 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt054221
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt05843
IRS1120ScheduleD/Form4797GainOrLossAmt035216
IRS1120ScheduleD/NetCapitalGainAmt048378
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt048378
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt05843
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt013162
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt013162
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt05843
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt05843
IRS4562/BusinessIncomeLimitationAmt01080000
IRS4562/BusinessOrActivityTxt0INVESTMENT ACTIVITY
IRS4562/DisallowedDeductionCyovAmt01573
IRS4562/DollarLimitationForTaxYearAmt01080000
IRS4562/ElectedProperty/CostForBusinessUseOnlyAmt02
IRS4562/ElectedProperty/ElectedCostAmt02
IRS4562/MaximumDollarLimitationAmt01080000
IRS4562/ReductionInLimitationAmt00
IRS4562/Section179ExpenseDeductionAmt01575
IRS4562/TentativeDeductionAmt02
IRS4562/ThresholdCostOfSect179PropAmt02700000
IRS4562/TotalCostOfSection179PropAmt02
IRS4562/TotalDepreciationAmt01575
IRS4562/TotalElectedCostSect179PropAmt02
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt02022-01-01
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt013162
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt013162
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LTCG FROM LIMITED PARTNERSHIP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt02022-12-31
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt013162
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt013162
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt02022-01-01
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt05843
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt05843
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0STCG FROM LIMITED PARTNERSHIP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt02022-12-31
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt05843
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt05843
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt02006778
IRS990T/BooksInCareOfDetail/PersonNm0CHRISTOPHER MANELLA
IRS990T/BooksInCareOfDetail/PhoneNum08474926764
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01560 SHERMAN AVENUE SUITE 1010
IRS990T/BooksInCareOfDetail/USAddress/CityNm0EVANSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd060201
IRS990T/BookValueAssetsEOYAmt0667352452
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt04937260
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/CapitalGainNetIncomeAmt054221
IRS990TScheduleA/DepreciationNetAmt01575
IRS990TScheduleA/NetOperatingLossDeductionAmt01823138
IRS990TScheduleA/OtherDeductionsAmt042796
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SalariesAndWagesAmt07718
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt05477
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt057566
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDepreciationAmt01575
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01826483
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01880704
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01880704
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT ACTIVITY
IRS990TScheduleA/UBIBeforeNOLDedAmt01823138
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY G LEARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08474927500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATHER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MATH
ReturnHeader/Filer/EIN0201030638
ReturnHeader/Filer/PhoneNum08474927500
ReturnHeader/Filer/USAddress/AddressLine1Txt01560 SHERMAN AVENUE 1010
ReturnHeader/Filer/USAddress/CityNm0EVANSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0366055558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 N CLARK ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060601
ReturnHeader/PreparerPersonGrp/PhoneNum03128560200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIDGET ROCHE
ReturnHeader/ReturnTs02023-11-13T12:04:43-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEARY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
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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
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
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