MATHER INVESTMENTS NFP

EIN: 364266878 501(c)(3) Human Services

EVANSTON, IL

Total Revenue
$48,376,580
Total Expenses
$43,088,634
Total Assets
$139,372,022
Net Assets
$-6,087,228
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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
1998
Legal Domicile
IL
Principal Officer
MARY G LEARY
Phone
8474927500
Tax Period
2023-01-01 to 2023-12-31

MATHER INVESTMENTS NFP, founded in 1998, is a mid-sized nonprofit in the Human Services sector that reported $48.4M in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $43.1M left a modest 11% surplus.

Mission

MATHER INVESTMENTS, NFP ENHANCES THE LIVES OF OLDER ADULTS BY CREATING AND (CONTINUED ON SCHEDULE O) OPERATING SENIOR LIVING COMMUNITIES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $45,175,145
Investment Income $3,201,435
Other Revenue $0
TOTAL REVENUE $48,376,580

Expense Breakdown

Grants Paid $12,694,162
Salaries & Benefits $13,899,965
Fundraising Expenses $0
Program Expenses $39,413,260
Other Expenses $16,494,507
TOTAL EXPENSES $43,088,634

Year-over-Year Comparison

2023 2022 Change
Revenue $48,376,580 $36,776,934 +0.3%
Expenses $43,088,634 $32,758,458 +0.3%
Net Income $5,287,946 $4,018,476 +0.3%
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

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Governance

Voting Members
3
Independent Members
2
Employees
313
Volunteers
14

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
5
$4,233,446
Total Directors
3
$2,531,605
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARY G LEARY PRESIDENT & CEO 0.10
Officer Director
$0 $184,522 $2,531,605
JOHN R PHILLIPS CHAIRMAN 0.10
Director
$0 $0 $0
TERENCE J TOTH DIRECTOR 0.10
Director
$0 $0 $0
CAROL L SUSSENBACH CFO & TREASURER - THRU 04/2023 0.10
Officer
$0 $41,432 $859,304
JULIE RIGGS SECRETARY 0.10
Officer
$0 $50,115 $267,080
MARY SCHOEGGL CFO - AS OF 10/2023 0.10
Officer
$0 $3,166 $90,391
CHRISTOPHER MANELLA SVP FINANCE & TREASURER 0.10
Officer
$0 $58,483 $485,066
JAMES EDWARTOSKI EXECUTIVE DIRECTOR - THRU 11/2023 50.00
Highest
$473,807 $25,664 $499,471
KRISTINA PARE DIRECTOR OF SALES 50.00
Highest
$196,350 $28,577 $224,927
MARIA PARHAM CARE CENTER ADMINISTRATOR 50.00
Highest
$146,006 $24,590 $170,596
MASOOD SHIRMAHAMMADI EXECUTIVE CHEF 50.00
Highest
$139,845 $24,439 $164,284
YVONNE JUNG SVP HR THRU 09/23; DIR HR THRU 11/23 12.00
Highest
$161,663 $34,329 $432,983
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 $48,376,580 $43,088,634 $139,372,022 $5,287,946
2022 $36,776,934 $32,758,458 $128,881,443 $4,018,476
2021 $27,896,059 $29,978,439 $54,973,565 $-2,082,380
2020 $28,776,469 $29,340,892 $40,153,172 $-564,423
2019 $33,615,706 $27,724,415 $33,162,311 $5,891,291
2018 $28,863,407 $24,611,306 $10,824,935 $4,252,101
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