MATHER INVESTMENTS NFP

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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

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 OPERATING SENIOR LIVING COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $21,361,511 Revenue: $28,362,761

MATHER INVESTMENTS, NFP FACILITATES THE OWNERSHIP AND OPERATIONS OF LIFE PLAN COMMUNITIES. WE ENHANCE THE LIVES OF OLDER ADULTS BY CREATING WAYS TO AGE WELL. WE ARE DEDICATED TO PROVIDING A CONTINUUM...

Program 2

Expenses: $18,051,749 Revenue: $19,922,384

MATHER INVESTMENTS, NFP CONTINUES ITS MISSION THROUGH ITS PARTICIPATION IN JOINT VENTURE OPERATIONS. THE JOINT VENTURES OPERATE LIFE PLAN 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%)

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

Governance

Voting Members

Independent Members

Employees

313

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	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