2025-11-11T20:30:54-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 2501 E ENTERPRISE AVE SUITE 300 APPLETON WI 54913 990 2024-01-01 363776145 MATHER PLACE MATH 8474927500 1560 SHERMAN AVENUE 1010 EVANSTON IL 60201 MARY G LEARY PRESIDENT & CEO 8474927500 2025-11-11 1 0 KELCEY LEITL P01584977 9209686700 2024 2025-03-06 01:10:19Z MARY G LEARY 1560 SHERMAN AVENUE 1010 EVANSTON IL 60201 11831327 0 X WWW.MATHER.COM X 1991 IL MATHER PLACE IS A NOT-FOR-PROFIT SENIOR LIVING COMMUNITY THAT ENHANCES THE (CONTINUED ON SCHEDULE O) LIVES OF OLDER ADULTS BY CREATING WAYS TO AGE WELL. 4 0 0 31 0 0 0 0 9803445 11831327 0 0 0 0 9803445 11831327 0 0 0 0 0 0 0 0 0 11138468 12284905 11138468 12284905 -1335023 -453578 26081866 25980665 36197545 36549922 -10115679 -10569257 MATHER PLACE IS A NOT-FOR-PROFIT PROVIDER OF HOUSING, SERVICES, AND CARE FOR OLDER ADULTS. 0 0 10889143 11831327 MATHER PLACE IS A NOT-FOR-PROFIT PROVIDER OF HOUSING, SERVICES, AND CARE FOR OLDER ADULTS. 10889143 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X 4 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X CHRISTOPHER MANELLA 8474926764 1560 SHERMAN AVENUE SUITE 1010 EVANSTON IL 60201 MARY G LEARY PRESIDENT & CEO 0.10 60.30 X X 0 1875195 186725 MARY SCHOEGGL CFO 0.10 50.30 X X 0 409108 52623 DAVID MURLETTE SVP SR. LIVING 0.10 50.10 X 0 727026 52791 CHRISTOPHER MANELLA SVP FINANCE & TREASURER 0.10 50.30 X X 0 511159 57876 JULIE RIGGS SECRETARY 0.10 49.90 X 0 211471 48577 CAROL L SUSSENBACH FORMER CFO & TREASURER 0.00 0.00 X 0 195895 0 0 3929854 398592 0 1 1 0 PHOENIX CCI 444 N MICHIGAN AVE CHICAGO IL 60611 CONTRACTOR 568200 INSTAWORK 548 MARKET ST PMB 63152 SAN FRANCISCO CA 63152 AGENCY 201169 NEXUM INC 2901 CARLSON DR HAMMOND IN 46323 IT 192539 DONALD MUSCARI 244 LONGRIDGE DRIVE BLOOMINGDALE IL 60108 CONTRACTOR 154206 4 MONTHLY SERVICE FEES 623000 11471557 11471557 RESIDENT SERVICES 623000 359770 262101 97669 11831327 11831327 11733658 0 97669 243564 243564 510718 510718 203527 166956 36571 115951 22917 93034 2853314 2845938 7376 29719 27519 2200 13657 13657 1794331 1794331 174326 174326 CONTRACTED SERVICES 4365690 4070938 294752 CORPORATE SERVICES 1110563 188796 921767 RESIDENT PROGRAM SVCS 811760 811432 328 CLEANING SERVICES 16561 16561 0 41224 1490 39734 12284905 10889143 1395762 0 174592 46724 656675 1803979 70676 86670 52595381 28552089 25179923 24043292 0 0 0 0 0 0 26081866 25980665 682159 1012436 0 0 35515386 35537486 36197545 36549922 X -10115679 -10569257 -10115679 -10569257 26081866 25980665 -453578 0 X 0 1 X 1 0 X 0 722560 0 0 0 722560 9666623 8745317 8797264 9515973 11471557 48196734 23039 15479 35398 215826 262101 551843 9689662 9483356 8832662 9731799 11733658 49471137 111890 99478 76619 50459 35585 374031 7195 14392 47344 27440 545 96916 119085 113870 123963 77899 36130 470947 49000190 9689662 9483356 8832662 9731799 11733658 49471137 0.99050 0.98810 0.00000 0.00000 X 2262624 2262624 32525106 17062775 15462331 10871590 6247076 4624514 4232384 2857771 1374613 2703677 2384467 319210 24043292 MATHER - INTER-ENTITY LOAN 35507486 PROSPECTIVE RESIDENT DEPOSITS 30000 35537486 X PART X, LINE 2: LIABILITY FOR UNCERTAIN TAX POSITIONS MATHER, MATHER FOUNDATION, MATHER PLACE, MATHER INVESTMENTS, NFP, MATHER POSSIBILITIES AND THE MATHER EVANSTON 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 INCOME TAXES IS REFLECTED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. THE ENTITIES OF MATHER 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. 0 1 0 0 0 0 0 0 0 MARY G LEARY PRESIDENT & CEO 0 808633 0 682539 0 384023 0 150150 0 36575 0 2061920 0 347180 DAVID MURLETTE SVP SR. LIVING 0 379079 0 135034 0 212913 0 24150 0 28641 0 779817 0 201737 CHRISTOPHER MANELLA SVP FINANCE & TREASURER 0 269407 0 147000 0 94752 0 24150 0 33726 0 569035 0 90546 MARY SCHOEGGL CFO 0 403357 0 0 0 5751 0 24150 0 28473 0 461731 0 0 JULIE RIGGS SECRETARY 0 174054 0 27086 0 10331 0 15417 0 33160 0 260048 0 0 CAROL L SUSSENBACH FORMER CFO & TREASURER 0 0 0 72134 0 123761 0 0 0 0 0 195895 0 123761 PART I, LINE 3: TOP MANAGEMENT'S COMPENSATION MATHER PLACE'S TOP MANAGEMENT'S COMPENSATION IS ESTABLISHED BY MATHER, AS THE COMPENSATION IS PAID BY MATHER (A RELATED ORGANIZATION). MATHER 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. PART I, LINE 4B: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN MARY G. LEARY IS THE ONLY PARTICIPANT IN MATHER'S 457(F) PLAN. AS OF 2021, THE PLAN IS FROZEN AND NO LONGER ACCEPTING CONTRIBUTIONS. MATHER OFFERS A LONG-TERM INCENTIVE PLAN (LTIP) TO CERTAIN MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM, WHICH IS BASED ON OVERLAPPING THREE-YEAR CYCLES, AND PROVIDES FOR INCENTIVE PAYMENTS BASED UPON ACHIEVEMENT OF SPECIFIC THREE-YEAR PERFORMANCE OBJECTIVES. DISTRIBUTIONS WERE PAID OUT IN 2024 TO MARY G. LEARY OF $347,180, CAROL L. SUSSENBACH OF $123,761, DAVID MURLETTE OF $201,737, AND CHRISTOPHER MANELLA OF $90,546. THE AMOUNTS WERE INCLUDED AS TAXABLE COMPENSATION IN EACH INDIVIDUAL'S W-2. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS MATHER 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. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS WHO MAY ELECT MATHER 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. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO APPROVAL MATHER IS THE SOLE MEMBER OF THE ORGANIZATION AND IN THIS CAPACITY ELECTS AND REMOVES THE ORGANIZATION'S DIRECTORS AND HAS THE RIGHT TO APPROVE MAJOR DECISIONS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE FORM 990, AND RELATED SCHEDULES, WERE PREPARED BY GRANT THORNTON ADVISORS LLC USING INFORMATION PROVIDED BY MANAGEMENT. 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 OF MATHER PLACE. ALL COMMENTS AND QUESTIONS WERE DIRECTED TO THE ORGANIZATION'S MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT 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. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION ALL COMPENSATION FOR OFFICERS/DIRECTORS/KEY EMPLOYEES IS PAID BY RELATED ORGANIZATION, MATHER. MATHER PLACE RELIED ON MATHER TO REVIEW THIS INFORMATION FOR ALL COMPENSATION PAID. FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION'S ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 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