MATHER (EIN 362233542) - 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

1941

Legal Domicile

Principal Officer

MARY G LEARY

Phone

8474927500

Tax Period

2023-01-01 to 2023-12-31

MATHER, founded in 1941, is a mid-sized nonprofit in the Human Services sector that reported $51.3M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

MATHER IS A LEADING PROVIDER OF SENIOR LIVING COMMUNITIES, COMMUNITY (CONTINUED ON SCHEDULE O)PROGRAMS, RESEARCH, AND EDUCATION THAT ENHANCE THE LIVES OF OLDER ADULTS BY 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 $24,853,487

Program Service Revenue $25,975,860

Investment Income $182,953

Other Revenue $303,931

TOTAL REVENUE $51,316,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $32,758,958

Fundraising Expenses $0

Program Expenses $28,925,362

Other Expenses $19,128,296

TOTAL EXPENSES $51,887,254

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,316,231	$44,486,629	+0.2%
Expenses	$51,887,254	$50,160,764	+0.0%
Net Income	$-571,023	$-5,674,135	-0.9%

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

390

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

$1,436,303

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY G LEARY	PRESIDENT & CEO	50.00	Officer Director	$2,347,083	$184,522	$2,531,605
JOHN R PHILLIPS	CHAIRMAN	0.30	Director	$0	$0	$0
JENNY CHAN	DIRECTOR	0.10	Director	$0	$0	$0
TERENCE J TOTH	DIRECTOR	0.10	Director	$0	$0	$0
CAROL L SUSSENBACH	CFO & TREASURER - THRU 4/2023	35.00	Officer	$817,872	$41,432	$859,304
CHRISTOPHER MANELLA	SVP FINANCE & TREASURER	48.00	Officer	$426,583	$58,483	$485,066
JULIE RIGGS	SECRETARY	44.60	Officer	$216,965	$50,115	$267,080
MARY SCHOEGGL	CFO - AS OF 10/2023	35.00	Officer	$87,225	$3,166	$90,391
JOSEPH J ZAJDEL	SVP BUSINESS DEVELOPMENT	50.00	Key Emp	$647,734	$58,613	$706,347
DAVID MURLETTE	SVP SENIOR LIVING	50.00	Key Emp	$680,591	$49,365	$729,956
GALE MORGAN-JOHNSTON	SVP SALES	50.00	Highest	$494,484	$58,802	$553,286
BRENDA P SCHREIBER	SVP MARKETING	50.00	Highest	$472,892	$32,018	$504,910
MEREDITH BOYLE	SVP STRATEGIC INITIATIVES	50.00	Highest	$466,603	$63,630	$530,233
YVONNE JUNG	SVP HR THRU 09/23; DIR HR THRU 11/23	38.00	Highest	$236,991	$34,329	$432,983
MARY SULLIVAN	FORMER SVP HUMAN RESOURCES	0.00		$616,324	$2,835	$619,159

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	$51,316,231	$51,887,254	$225,031,071	$-571,023
2022	$44,486,629	$50,160,764	$225,870,933	$-5,674,135
2021	$84,861,451	$47,756,488	$227,339,384	$37,104,963
2020	$49,717,811	$49,868,302	$216,312,489	$-150,491
2019	$52,953,061	$52,983,165	$212,682,304	$-30,104
2018	$45,963,837	$47,266,024	$197,053,058	$-1,302,187

MATHER