2025-11-11T20:31:33-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 2501 E ENTERPRISE AVE SUITE 300 APPLETON WI 54913 990 2024-01-01 362856851 MATHER POSSIBILITIES 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 13454 0 X WWW.MATHER.COM X 1975 IL TO PROVIDE SERVICES THAT ENHANCE THE LIVES OF OLDER ADULTS BY CREATING WAYS TO AGE WELL. 3 2 0 2 0 0 39137 13454 0 0 0 0 0 0 39137 13454 1000 0 0 0 0 0 0 0 0 91514 87870 92514 87870 -53377 -74416 1566994 1593571 822917 870143 744077 723428 TO PROVIDE SERVICES THAT ENHANCE THE LIVES OF OLDER ADULTS BY CREATING WAYS TO AGE WELL. 0 0 TO PROVIDE SERVICES FOR OLDER ADULTS. 1 1 0 0 0 0 0 0 0 0 0 1 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 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 JOHN R PHILLIPS CHAIRMAN 0.10 4.40 X 0 0 0 SCOTT C SMITH DIRECTOR 0.10 2.00 X 0 0 0 JULIE RIGGS SECRETARY 0.10 49.90 X 0 211471 48577 MARY SCHOEGGL CFO 0.10 50.30 X 0 409108 52623 CHRISTOPHER MANELLA SVP FINANCE & TREASURER 0.10 50.30 X 0 511159 57876 CAROL L SUSSENBACH FORMER CFO & TREASURER 0.00 0.00 X 0 195895 0 0 3202828 345801 0 1 1 0 0 13454 10054 13454 13454 0 0 0 CORPORATE SERVICES 47185 47185 CONTRACTED SERVICES 40685 40685 87870 0 87870 0 166878 129634 0 0 0 0 0 0 1293116 1348937 0 0 107000 115000 1566994 1593571 2007 0 0 822917 868136 822917 870143 X 145237 147019 598840 576409 744077 723428 1566994 1593571 X -74416 45767 8000 X 0 1 X 1 0 X 204400 1986 28613 39137 13454 287590 204400 1986 28613 39137 13454 287590 257982 29608 287590 0.10300 0.14720 X 10% FACTS AND CIRCUMSTANCES TEST - 2024THE MISSION OF MATHER POSSIBILITIES IS TO PROVIDE SERVICES THAT ENHANCE THE LIVES OF OLDER ADULTS BY CREATING WAYS TO AGE WELL. MATHER POSSIBILITIES RELIES UPON THE GENEROSITY OF PUBLIC DONORS TO CONTINUE ITS IMPORTANT WORK. HISTORICALLY, THE ORGANIZATION RECEIVED DONATIONS FROM A BROAD DONOR BASE THROUGH COMMUNITIY INITATIVES, BUT IN RECENT HISTORY, THE ORGANIZATION HAS RECEIVED SMALLER GIFTS FROM RESIDENTS OF THE MATHER COMMUNITIES. THE GOVERNING BOARD OF MATHER POSSIBILITIES IS AN INDEPENDENT BOARD OF DIRECTORS THAT REPRESENTS THE PUBLIC INTERESTS AND ENSURE THE ORGANIZATION PROVIDES SERVICES FOR THE GENERAL PUBLIC ON A CONTINUING BASIS THROUGH COMMUNITY PROGRAMS. EACH OF THESE FACTORS ARE SIGNIFICANT POSITIVE EVIDENCE OF MATHER POSSIBILITIES' PUBLICLY SUPPORTED NATURE. MATHER POSSIBILITIES IS CURRENTLY SEEKING TO INCREASE THE AMOUNT OF DONATIONS IT RECEIVES FROM THE PUBLIC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 POOLED INVESTMENTS 1348937 C 1348937 CHARITABLE REMAINDER TRUST 115000 115000 MATHER - INTER-ENTITY LOAN 868136 868136 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 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 POSSIBILITIES' 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 EXECUTIVE COMPENSATION DESCRIBED IN THE INCOME TAX REGULATIONS IN DETERMING EXECUTIVE COMPENSATION. COMPENSATION IS REVIEWED ANNUALLY BY THE 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, 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 PROCESSS 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. 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 A RELATED ORGANIZATION, MATHER. MATHER POSSIBILITIES 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. FORM 990, PART XI, LINE 9: BOOK/TAX DIFFERENCE: CHANGE IN VALUE CRT/RESTRICTED GIFTS 8,000. MATHER 1560 SHERMAN AVENUE SUITE 1010 EVANSTON IL 60201 362233542 OLDER ADULT IL 501(C)(3) LINE 12C, III-FI MATHER FOUNDATION 0 MATHER INVESTMENTS NFP 1560 SHERMAN AVENUE SUITE 1010 EVANSTON IL 60201 364266878 SENIOR LIVING IL 501(C)(3) LINE 10 MATHER 0 MATHER PLACE 1560 SHERMAN AVENUE SUITE 1010 EVANSTON IL 60201 363776145 SENIOR LIVING IL 501(C)(3) LINE 10 MATHER 0 THE MATHER EVANSTON 1560 SHERMAN AVENUE SUITE 1010 EVANSTON IL 60201 205860808 SENIOR LIVING IL 501(C)(3) LINE 10 MATHER 0 MATHER FOUNDATION 1560 SHERMAN AVENUE SUITE 1010 EVANSTON IL 60201 201030638 PARENT ENTITY IL 501(C)(3) LINE 12C, III-FI N/A 0 TUCSON MATHER PLAZA LLC 9401 WEST THUNDERBIRD ROAD SUITE 20 PEORIA AZ 85381 870688726 SENIOR LIVING AZ N/A 0 0 TYSONS HOLDINGS LPC LLC 1560 SHERMAN AVENUE SUITE 1010 EVANSTON IL 60201 880983798 HOLDING CO IL N/A 0 0 CHARITABLE REMAINDER TRUST (2) CHAR REMAIN TRUST IL MATHER POSSIBILITIES T 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0