MATHER FOUNDATION (EIN 201030638) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

MARY SCHOEGGL

Phone

8474927500

Tax Period

2023-01-01 to 2023-12-31

MATHER FOUNDATION, founded in 2004, is a mid-sized nonprofit in the Health Care sector that reported $44.2M in total revenue in fiscal year 2023. The organization ran a surplus of $19.9M, a strong 45% operating margin.

Mission

MATHER FOUNDATION SERVES AS THE PARENT ENTITY FOR MATHER ORGANIZATIONS (CONTINUED ON SCHEDULE O) TO HOLD, INVEST AND PRESERVE FUNDS, AND APPLY THEM FOR THE CHARITABLEMISSION OF CREATING WAYS TO AGE WELL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $18,859,464

Program Service Revenue $0

Investment Income $25,294,279

Other Revenue $0

TOTAL REVENUE $44,153,743

Expense Breakdown

Grants Paid $17,292,429

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,292,429

Other Expenses $6,982,281

TOTAL EXPENSES $24,274,710

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,153,743	$45,714,129	0.0%
Expenses	$24,274,710	$25,172,288	0.0%
Net Income	$19,879,033	$20,541,841	0.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$4,233,446

Total Directors

$2,531,605

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY G LEARY	PRESIDENT & CEO	10.00	Officer Director	$0	$184,522	$2,531,605
JOHN R PHILLIPS	CHAIRMAN	4.00	Director	$0	$0	$0
GRAHAM W ATKINSON	DIRECTOR	2.00	Director	$0	$0	$0
TIMOTHY L BURKE	DIRECTOR	2.00	Director	$0	$0	$0
GLORIA CASTILLO	DIRECTOR	2.00	Director	$0	$0	$0
JENNY CHAN	DIRECTOR	2.00	Director	$0	$0	$0
JACK CHANDLER	DIRECTOR - AS OF 02/2023	2.00	Director	$0	$0	$0
MICHELLE L COLLINS	DIRECTOR	2.00	Director	$0	$0	$0
PAULETTE R DODSON	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL G MCGEE	DIRECTOR	2.00	Director	$0	$0	$0
SUMATI MURLI	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT C SMITH	DIRECTOR	2.00	Director	$0	$0	$0
TERENCE J TOTH	DIRECTOR	2.00	Director	$0	$0	$0
CAROL L SUSSENBACH	CFO - THRU 04/2023	15.00	Officer	$0	$41,432	$859,304
CHRISTOPHER MANELLA	SVP FINANCE & TREASURER	2.00	Officer	$0	$58,483	$485,066
JULIE RIGGS	SECRETARY	5.00	Officer	$0	$50,115	$267,080
MARY SCHOEGGL	CFO - AS OF 10/2023	15.00	Officer	$0	$3,166	$90,391

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$44,153,743	$24,274,710	$733,657,489	$19,879,033
2022	$45,714,129	$25,172,288	$667,352,452	$20,541,841
2021	$59,866,357	$64,731,163	$740,767,702	$-4,864,806
2020	$29,645,522	$26,914,395	$590,942,551	$2,731,127
2019	$48,757,996	$29,075,095	$550,650,423	$19,682,901
2018	$27,377,521	$22,286,129	$502,227,292	$5,091,392

MATHER FOUNDATION