Civic Intelligence

Mather Foundation

990T • Fiscal year 2023 • EIN 20-1030638

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v7.0
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 Schoeggl
Title
Chief Financial Officer
Phone
8474927500
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Advisors LLC
Address
2501 E ENTERPRISE AVE SUITE 300, APPLETON, WI 54913
Preparer
Kelcey Leitl
Phone
9209686700
Raw XML Appendix117 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/CapitalGainNetIncomeAmt0173049
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt04560
IRS1120ScheduleD/Form4797GainOrLossAmt053409
IRS1120ScheduleD/NetCapitalGainAmt0168489
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0168489
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt04560
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0115080
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt0115080
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt04560
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt04560
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt02022-01-01
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0115080
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt0115080
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LTCG FROM LIMITED PARTNERSHIP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt02023-12-31
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0115080
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0115080
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt02023-01-01
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt04560
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt04560
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0STCG FROM LIMITED PARTNERSHIP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt02023-12-31
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt04560
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt04560
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt0183640
IRS990T/BooksInCareOfDetail/PersonNm0MARY SCHOEGGL
IRS990T/BooksInCareOfDetail/PhoneNum08474926760
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01560 SHERMAN AVENUE SUITE 1010
IRS990T/BooksInCareOfDetail/USAddress/CityNm0EVANSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd060201
IRS990T/BookValueAssetsEOYAmt0733657489
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt076300
IRS990T/ExtsnRequestIncomeTaxPaidAmt071500
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt0147800
IRS990T/OverpaymentSection/OverpaymentAmt0147800
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt04937260
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/CapitalGainNetIncomeAmt0173049
IRS990TScheduleA/DepletionAmt020921
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt047287
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SalariesAndWagesAmt07278
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt012700
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt088186
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-728581
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-555532
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-555532
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT ACTIVITY
IRS990TScheduleA/UBIBeforeNOLDedAmt0-643718
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-643718
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalPaymentsAmt0147800
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY SCHOEGGL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08474927500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0991856619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02501 E ENTERPRISE AVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054913
ReturnHeader/PreparerPersonGrp/PhoneNum09209686700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELCEY LEITL
ReturnHeader/ReturnTs02024-11-15T00:02:07-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
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Revenue
-
Expenses
-
Net income
-
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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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