MATHER: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MATHER (EIN 36-2233542)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201333169349304053
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T12:12:28-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 W JACKSON BLVD STE 2000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362233542 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mather LifeWays | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CAROL SUSSENBACH | InCareOfName |
| Name Control | MATH | NameControl |
| Phone | 8474927500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 Orrington Avenue | AddressLine1 |
| Address Line2 | Suite 1800 | AddressLine2 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY G LEARY | Name |
| Title | Director, CEO | Title |
| Phone | 8474927500 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE A DEE | Name |
| Phone | 3128560200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Mary G Leary | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 Orrington Ave Suite 1800 | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 46382129 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.matherlifeways.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1941 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | Mather LifeWays is a leading not-for-profit provider of senior living communities, community programs, research, and education that enhance the lives of older adults by creating ways to age well. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 516 | TotalNbrEmployees |
| Total Nbr Volunteers | 208 | TotalNbrVolunteers |
| Total Gross UBI | 8805 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -12 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10110149 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 15996029 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 28847397 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30102791 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 149424 | InvestmentIncomePriorYear |
| Investment Income Current Year | 149424 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 200950 | OtherRevenuePriorYear |
| Other Revenue Current Year | 133885 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 39307920 | TotalRevenuePriorYear |
| Total Revenue Current Year | 46382129 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 25259995 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 27672144 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1973 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24402383 | OtherExpensePriorYear |
| Other Expenses Current Year | 24873948 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 49662378 | TotalExpensesPriorYear |
| Total Expenses Current Year | 52546092 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -10354458 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -6163963 | RevenuesLessExpensesCY |
| Total Assets BOY | 220400012 | TotalAssetsBOY |
| Total Assets EOY | 221041249 | TotalAssetsEOY |
| Total Liabilities BOY | 220642536 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 228684206 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -242524 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -7642957 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Mather LifeWays is a leading not-for-profit provider of senior living communities and community programs, as well as a respected source for research and education that provides industry professionals and caregivers with information and knowledge that enhances the lives of older adults by creating ways to age well. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 36163835 | Expense |
| Grants | 0 | Grants |
| Revenue | 29210916 | Revenue |
| Description | Mather LifeWays continuing care retirement communities provide older adults with living accommodations, services and care. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2785678 | Expense |
| Grants | 0 | Grants |
| Revenue | 572385 | Revenue |
| Description | Mather LifeWays, via Mather LifeWays Community Initiatives, provides community based services for older adults in the Chicago area. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1510727 | Expense |
| Grants | 0 | Grants |
| Revenue | 319490 | Revenue |
| Description | Mather LifeWays, via Mather LifeWays Institute on Aging, provides research and education to improve the lives of older adults. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 40460240 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 152 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 516 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CAROL SUSSENBACH | NamePerson |
| Telephone Number | 8474926760 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 ORRINGTON AVENUE SUITE 1800 | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Roger E Lumpp II | |||||||||
| Chairman | 0.3 | 4.4 | X | 0 | 0 | 0 | |||
| Mary G Leary | |||||||||
| Director, CEO | 50.0 | 10.4 | X | 939383 | 0 | 295849 | X | ||
| Victoria J Herget | |||||||||
| Director | 0.1 | 2.1 | X | 0 | 0 | 0 | |||
| Caren Jeff L Reed | |||||||||
| Director, Term Ended 3/12 | 0.1 | 2.2 | X | 0 | 0 | 0 | |||
| Carol Sussenbach | |||||||||
| CFO & Treasurer | 35.0 | 15.4 | 356824 | 0 | 176035 | X | |||
| Carla Windhorst | |||||||||
| VP Comm Initiatives,Sec (8/12) | 49.5 | 0.5 | 248892 | 0 | 25668 | X | |||
| Julie Riggs | |||||||||
| Secretary | 50.0 | 0.0 | 87727 | 0 | 37210 | X | |||
| Joseph Zajdel | |||||||||
| VP Business Development | 50.0 | 0.0 | 335448 | 0 | 158985 | X | |||
| David Kane | |||||||||
| VP Senior Living | 50.0 | 0.0 | 286580 | 0 | 28753 | X | |||
| Sara McVey | |||||||||
| VP, Executive Director (11/12) | 50.0 | 0.0 | 263338 | 0 | 16074 | X | |||
| Linda Hollinger-Smith | |||||||||
| VP of MLIA | 50.0 | 0.0 | 253948 | 0 | 69990 | X | |||
| Katherine Brod | |||||||||
| VP Senior Living Strat. Init. | 50.0 | 0.0 | 235041 | 0 | 19695 | X | |||
| Mary Sullivan | |||||||||
| VP of Human Resources | 50.0 | 0.0 | 233115 | 0 | 78867 | X | |||
| Christopher Manella | |||||||||
| VP Controller | 50.0 | 0.0 | 220614 | 0 | 66268 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3460910 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 973394 | TotalOtherCompensation |
| Number Individuals GT100 K | 29 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Power Construction Company | |||||
| 2360 N Palmer Drive | SCHAUMBURG | IL | 60173 | Contractor | 10376134 |
| Equilibrium IT Solutions Inc | |||||
| 5080 N Elston Avenue | CHICAGO | IL | 60630 | Consultants | 244568 |
| Plan B | |||||
| 116 W Illinois Street 2W | CHICAGO | IL | 60654 | Marketing | 228453 |
| Solomon Cordwell Buenz Associates | |||||
| 625 N Michigan Avenue | CHICAGO | IL | 60611 | Architect | 218089 |
| Grant Thornton LLP | |||||
| 175 W Jackson Boulevard 20th floo | CHICAGO | IL | 60604 | Accountant | 215069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Membership Dues | 67455 | MembershipDues |
| Related Organizations | 15539696 | RelatedOrganizations |
| Government Grants | 58286 | GovernmentGrants |
| All Other Contributions | 330592 | AllOtherContributions |
| Noncash Contributions | 45000 | NoncashContributions |
| Total Contributions | 15996029 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRACTED SERVICES | 623000 | 13691888 | 13691888 |
| MONTHLY SERVICE FEE | 623000 | 5246093 | 5246093 |
| LEASE REVENUE | 623000 | 5232974 | 5232974 |
| MANAGEMENT FEE | 623000 | 4129967 | 4129967 |
| AMORTIZATION OF DEFERRED ENTRANCE FEES | 623000 | 335369 | 335369 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1466500 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1375373 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 8805 | UnrelatedBusinessRevenue |
| Exclusion | $82,322 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30102791 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 149424 | TotalRevenueColumn |
| Exclusion | $149,424 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 133885 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 133885 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 133885 | TotalRevenueColumn |
| Exclusion | $133,885 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46382129 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30011664 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 8805 | UnrelatedBusinessRevenue |
| Exclusion | $365,631 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2857269 | Total |
| Program Services | 471915 | ProgramServices |
| Management And General | 2384802 | ManagementAndGeneral |
| Fundraising | 552 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18682908 | Total |
| Program Services | 13568859 | ProgramServices |
| Management And General | 5113869 | ManagementAndGeneral |
| Fundraising | 180 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1352227 | Total |
| Program Services | 879398 | ProgramServices |
| Management And General | 472829 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3183607 | Total |
| Program Services | 2756902 | ProgramServices |
| Management And General | 426705 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1596133 | Total |
| Program Services | 1038018 | ProgramServices |
| Management And General | 558115 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205621 | Total |
| Management And General | 205621 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134880 | Total |
| Management And General | 134880 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 517207 | Total |
| Program Services | 517207 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 514598 | Total |
| Program Services | 210594 | ProgramServices |
| Management And General | 302763 | ManagementAndGeneral |
| Fundraising | 1241 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211443 | Total |
| Program Services | 84023 | ProgramServices |
| Management And General | 127420 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1800650 | Total |
| Program Services | 1056863 | ProgramServices |
| Management And General | 743787 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360247 | Total |
| Program Services | 33772 | ProgramServices |
| Management And General | 326475 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89122 | Total |
| Program Services | 5226 | ProgramServices |
| Management And General | 83896 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6724680 | Total |
| Program Services | 6724680 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8280783 | Total |
| Program Services | 8043669 | ProgramServices |
| Management And General | 237114 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101367 | Total |
| Program Services | 101367 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| NURSING MEDICAL SERVICES | 2227219 | 2227219 | |
| CONTRACTED SERVICES | 998760 | 422874 | 575886 |
| RESIDENT PROGRAM SERVICES | 1206798 | 1112114 | 94684 |
| FOOD | 498659 | 498659 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1001914 | Total |
| Program Services | 706881 | ProgramServices |
| Management And General | 295033 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52546092 | Total |
| Program Services | 40460240 | ProgramServices |
| Management And General | 12083879 | ManagementAndGeneral |
| Fundraising | 1973 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1079631 | BOY |
| EOY | 1427989 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000458 | BOY |
| EOY | 1444048 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 503564 | BOY |
| EOY | 436472 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 209995787 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 34087091 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174351204 | BOY |
| EOY | 175908696 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43465155 | BOY |
| EOY | 41824044 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220400012 | BOY |
| EOY | 221041249 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18066091 | BOY |
| EOY | 14503886 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45048141 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157528304 | BOY |
| EOY | 214180320 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220642536 | BOY |
| EOY | 228684206 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -242524 | BOY |
| EOY | -7642957 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -242524 | BOY |
| EOY | -7642957 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220400012 | BOY |
| EOY | 221041249 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -6163963 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1236470 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16925057 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17600862 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13885789 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10110149 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15996029 | CurrentTaxYear |
| Total | 74517886 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16925057 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17600862 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13885789 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10110149 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15996029 | CurrentTaxYear |
| Total | 74517886 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 66187441 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8330445 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1135 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50152 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 345826 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 350374 | CurrentTaxYearMinus1Year |
| Current Tax Year | 283309 | CurrentTaxYear |
| Total | 1030796 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78477 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14638 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 93115 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 75641797 | TotalSupport |
| Gross Receipts From Admissions Etc | 145332893 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.11013 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.11158 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| General Explanation | Mather LifeWays meets the facts and circumstances test by soliciting and receiving government grants for its operations and by soliciting contributions from the public. The governing board of Mather LifeWays is an independent board of directors that represents the public interests and ensures the organization provides facilities and services for the general public on a continuing basis through community programs and senior living residences. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6797739 | OtherCostOrOtherBasis |
| Book Value | 6797739 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 189512272 | OtherCostOrOtherBasis |
| Depreciation | 25574361 | Depreciation |
| Book Value | 163937911 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2896740 | OtherCostOrOtherBasis |
| Depreciation | 2374942 | Depreciation |
| Book Value | 521798 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3883226 | OtherCostOrOtherBasis |
| Depreciation | 2403323 | Depreciation |
| Book Value | 1479903 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6905810 | OtherCostOrOtherBasis |
| Depreciation | 3734465 | Depreciation |
| Book Value | 3171345 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 175908696 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| THE MATHER - LINE OF CREDIT | 20562575 | F |
| HEALTH CARE - LINE OF CREDIT | 16181451 | F |
| INVESTMENTS - LINE OF CREDIT | 5080018 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 41824044 | TotalOfBookValueProgramRelated |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| THE MATHER - LINE OF CREDIT | $169,838,080 |
| MATHER FOUNDATION - LINE OF CREDIT | $28,207,497 |
| REFUNDABLE ENTRANCE FEES | $7,328,578 |
| OBLIGATION FOR FUTURE SERVICES | $4,011,818 |
| MATHER FOUNDATION - LINE OF CREDIT | $3,630,829 |
| DEFERRED ENTRANCE FEES | $1,163,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 214180320 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FIN 48 (ASC 740) Footnote | Identifier |
| Return Reference | Form 990, Schedule D, Part X, Line 2 | ReturnReference |
| Explanation | Mather LifeWays; Mather Foundation; Mather Healthcare, Inc.; Mather Investments, NFP; Mather Possibilities; and The Mather have received determination letters from the Internal Revenue Service indicating that they are exempt from federal income taxes, except for taxes pertaining to unrelated business income, under Section 501(c)(3) of the Internal Revenue Code. As required by uncertain tax position guidance, the benefit from a tax position is only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more likely than not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement with the relevant tax authority. The entities of Mather LifeWays applied the uncertain tax position guidance to all tax positions for which the statute of limitations remained open. Taxation regulations within each jurisdiction are subject to the interpretation of the related tax laws and regulations and require significant judgment to apply. Tax years open to examination by tax authorities under federal statute of limitations include calendar years 2009, 2010, 2011 and 2012. 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mary G Leary | ||||||||||||||
| Director, CEO | 566993 | 0 | 359988 | 0 | 12402 | 0 | 265215 | 0 | 30634 | 0 | 1235232 | 0 | 63463 | 0 |
| Carol Sussenbach | ||||||||||||||
| CFO & Treasurer | 222506 | 0 | 103535 | 0 | 30783 | 0 | 147620 | 0 | 28415 | 0 | 532859 | 0 | 48393 | 0 |
| Carla Windhorst | ||||||||||||||
| VP Comm Initiatives,Sec (8/12) | 133005 | 0 | 73000 | 0 | 42887 | 0 | 8398 | 0 | 17270 | 0 | 274560 | 0 | 0 | 0 |
| Joseph Zajdel | ||||||||||||||
| VP Business Development | 204285 | 0 | 124170 | 0 | 6993 | 0 | 124100 | 0 | 34885 | 0 | 494433 | 0 | 23285 | 0 |
| David Kane | ||||||||||||||
| VP Senior Living | 214478 | 0 | 70000 | 0 | 2102 | 0 | 17500 | 0 | 11253 | 0 | 315333 | 0 | 0 | 0 |
| Sara McVey | ||||||||||||||
| VP, Executive Director (11/12) | 171033 | 0 | 60000 | 0 | 32305 | 0 | 9363 | 0 | 6711 | 0 | 279412 | 0 | 0 | 0 |
| Linda Hollinger-Smith | ||||||||||||||
| VP of MLIA | 186878 | 0 | 62500 | 0 | 4570 | 0 | 44350 | 0 | 25640 | 0 | 323938 | 0 | 0 | 0 |
| Katherine Brod | ||||||||||||||
| VP Senior Living Strat. Init. | 197941 | 0 | 35000 | 0 | 2100 | 0 | 0 | 0 | 19695 | 0 | 254736 | 0 | 0 | 0 |
| Mary Sullivan | ||||||||||||||
| VP of Human Resources | 166491 | 0 | 59000 | 0 | 7624 | 0 | 45525 | 0 | 33342 | 0 | 311982 | 0 | 0 | 0 |
| Christopher Manella | ||||||||||||||
| VP Controller | 159158 | 0 | 58000 | 0 | 3456 | 0 | 30718 | 0 | 35550 | 0 | 286882 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Supplemental Nonqualified Retirement Plan | Form 990, Schedule J, Part I, Line 4b | Mary G. Leary, Carol Sussenbach, and Carla Windhorst are participants in Mather LifeWays' 457(f) plans. Distributions of $0, $9,115.37, and $5,594.74, respectively, were paid out in 2012. |
| Non-Fixed Payments | Form 990, Schedule J, Part I, Line 7 | Bonus program based on goal achievement and includes a discretionary portion. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 45000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Number of Contributions or Items Contributed | Identifier |
| Return Reference | Form 990, Schedule M, Part I, Column (b) | ReturnReference |
| Explanation | The organization is reporting the number of contributions received. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Members or Stockholders | Form 990, Part VI, Line 6 | Mather Foundation is the sole member of the organization and in this capacity elects and removes the organization's directors and approves major actions of the organization. |
| Members or Stockholders Who May Elect | Form 990, Part VI, Line 7a | Mather Foundation is the sole member of the organization and in this capacity elects and removes the organization's directors whether periodically, or as vacancies arise, or otherwise. |
| Decisions Subject to Approval | Form 990, Part VI, Line 7b | Mather Foundation is the sole member of the organization and in this capacity elects and removes the organization's directors and has the right to approve or ratify decisions of the organization's governing body. |
| Form 990 Review Process | Form 990, Part VI, Line 11b | The Form 990, including schedules, was distributed to the members of the 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 conflicts are referred to the Chairman of the Board of Directors, who takes appropriate action, including sharing the questionnaires with the full Board when necessary. |
| Process for Determining Compensation | Form 990, Part VI, Line 15a | Mather LifeWays follows procedures to establish the "rebuttable" presumption of reasonableness described in the Income Tax Regulations in determining executive compensation. Compensation is reviewed annually by the Board's Compensation Committee, which consists of independent directors who obtain and rely on appropriate data as to comparability. Objective evidence of reasonableness and comparability is obtained from information provided by an independent, third party compensation consultant. Determination of executive compensation involves benchmarking with comparative market compensation data to ensure that compensation is fair, equitable, and within the standards of compensation utilized within the industry. Compensation decisions are documented and reviewed with the full Board. |
| 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. |
| Other Changes in Net Assets or Fund Balances | Form 990, Part XI, Line 9 | Changes in Future Service Obligation 642,154. FASB 158 Pension Underfunding -1,895,002. Miscellaneous 16,378. ----------- Total -1,236,470. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Mather L Comm Initiative LLC | |||||||||
| 1603 Orrington Ave Suite 1800 | Evanston | IL | 60201 | 201276611 | Community Ini | IL | 685670 | 126874 | Mather Life |
| Mather L Inst On Aging LLC | |||||||||
| 1603 Orrington Ave Suite 1800 | Evanston | IL | 60201 | 201276530 | Aging Researc | IL | 376000 | 83890 | Mather Life |
| Mather Senior Living Comm LLC | |||||||||
| 1603 Orrington Ave Suite 1800 | Evanston | IL | 60201 | 201276592 | Senior Living | IL | 0 | 0 | Mather Life |
| Hinman-Davis LLC | |||||||||
| 1603 Orrington Ave Suite 1800 | Evanston | IL | 60201 | 830381451 | Senior Living | IL | 0 | 0 | Mather Life |
| Wilmette Affiliate LLC | |||||||||
| 1603 Orrington Ave Suite 1800 | Evanston | IL | 60201 | 201276630 | Senior Living | IL | 0 | 0 | Mather Life |
| Pavilion Affiliate LLC | |||||||||
| 1603 Orrington Ave Suite 1800 | Evanston | IL | 60201 | 201276686 | Senior Living | IL | 0 | 0 | Mather Life |
| Georgian Affiliate LLC | |||||||||
| 1603 Orrington Ave Suite 1800 | Evanston | IL | 60201 | 201277064 | Senior Living | IL | 0 | 0 | Mather Life |
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Mather Foundation | ||||||||||
| 1603 Orrington Ave Suite 1800 | Evanston | IL | 60201 | 201030638 | Parent Entity | IL | 501(c)(3) | 11-Type III | NA | false |
| Mather Health Care Inc | ||||||||||
| 1603 Orrington Ave Suite 1800 | Evanston | IL | 60201 | 363776145 | Health Care | IL | 501(c)(3) | 09 | Mather Life | true |
| Mather Investments NFP | ||||||||||
| 1603 Orrington Ave Suite 1800 | Evanston | IL | 60201 | 364266878 | Senior Living | IL | 501(c)(3) | 09 | Mather Life | true |
| Mather Possibilities | ||||||||||
| 1603 Orrington Ave Suite 1800 | Evanston | IL | 60201 | 362856851 | Senior Living | IL | 501(c)(3) | 09 | Mather Life | true |
| The Mather | ||||||||||
| 1603 Orrington Ave Suite 1800 | Evanston | IL | 60201 | 205860808 | Senior Living | IL | 501(c)(3) | 09 | Mather Life | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| The Mather | ||
| a | 5232974 | Cost |
| Mather Health Care Inc | ||
| a | 149424 | Cost |
| Mather Investments NFP | ||
| c | 840931 | Cost |
| The Mather | ||
| d | 20562575 | Cost |
| Mather Health Care Inc | ||
| d | 16181451 | Cost |
| Mather Investments NFP | ||
| d | 5080018 | Cost |
| The Mather | ||
| e | 169838080 | Cost |
| The Mather | ||
| e | 98735 | Cost |
| Mather Health Care Inc | ||
| q | 1301297 | Cost |
| Mather Investments NFP | ||
| q | 1061872 | Cost |
| The Mather | ||
| q | 706261 | Cost |