2024-11-13T18:48:42-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 475593271 MISSION INVESTORS EXCHANGE INC MISS 6467808771 105 W 86TH STREET 358 NEW YORK NY 10024 MATTHEW ONEK PRESIDENT & CEO 6467808771 2024-11-13 1 1 FRANK H SMITH P00639053 2022274000 2024-11-13 2023 2024-10-15 13:58:12Z MATTHEW ONEK 105 W 86TH STREET 358 NEW YORK NY 10024 4378018 0 X WWW.MISSIONINVESTORS.ORG X 2015 DE MIE IS THE LEADING IMPACT INVESTING NETWORK FOR FOUNDATIONS DEDICATED TO DEPLOYING CAPITAL FOR SOCIAL AND ENVIRONMENTAL CHANGE. 13 12 15 12 0 0 3760082 3068914 1737725 1250159 8744 58945 17400 0 5523951 4378018 1071 0 0 0 1783018 2061793 0 0 154061 1683298 945836 3467387 3007629 2056564 1370389 7567685 9240441 568605 840641 6999080 8399800 X MIE IS A CHARITABLE AND EDUCATIONAL ORGANIZATION THAT PROVIDES EDUCATIONAL FORUMS, MATERIALS, TRAINING, AND SUPPORT TO FOUNDATIONS AND OTHER PHILANTHROPIC ORGANIZATIONS IN ORDER TO ENCOURAGE THEIR EFFECTIVE USE OF MISSION INVESTING, INCLUDING BOTH PROGRAM RELATED AND MISSION-RELATED INVESTMENTS, AS A SIGNIFICANT PART OF THEIR CHARITABLE ACTIVITIES. 0 0 851949 143259 TRAININGS, NATIONAL CONFERENCE, WORKING GROUPS - MIE ORGANIZES EDUCATIONAL PROGRAMMING SUCH AS TRAININGS, WEBINARS, PEER-TO-PEER LEARNING OPPORTUNITIES, AND A BIANNUAL CONFERENCE. 821725 1106900 WEB PLATFORM, MEMBER SERVICES, COMMUNICATIONS - MIE WORKS WITH PHILANTHROPIC LEADERS AND PRACTITIONERS TO ACCELERATE THE USE OF MISSION INVESTMENTS BY PROVIDING A ROBUST PLATFORM BOTH IN PERSON AND VIRTUALLY FOR SHARING TOOLS AND BEST PRACTICES, NETWORKING, AND DETERMINING AREAS OF INTEREST. 63308 RESEARCH - MIE GATHERS AND PRODUCES CONTENT ON IMPACT INVESTING PRACTICES FOR ITS WEBSITE AND OTHER PUBLICATIONS, AND PARTNERS WITH RESEARCH PROFESSIONALS TO HELP PRODUCE RESEARCH TO FURTHER THE IMPACT INVESTING FIELD. 1736982 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 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 0 0 0 0 1 14 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY CA X ELIZABETH KATZENBACH 6467808771 105 W 86TH STREET 358 NEW YORK NY 10024 MATTHEW ONEK PRESIDENT & CEO 40.00 X X 321725 0 25474 CHRISTINE LOONEY VICE CHAIR 0.50 X X 0 0 0 KENNETH JONES CHAIR 0.50 X X 0 0 0 CYNTHIA MULLER TREASURER 0.50 X X 0 0 0 SHANAYSHA SAULS SECRETARY 0.50 X X 0 0 0 BEN BYNUM DIRECTOR 0.50 X 0 0 0 FRANK FERNANDEZ DIRECTOR 0.50 X 0 0 0 MARI KURAISHI DIRECTOR 0.50 X 0 0 0 DWAYNE MARSHALL DIRECTOR 0.50 X 0 0 0 LISA MONTEZ DIRECTOR 0.50 X 0 0 0 ELIZABETH PHILLIPS DIRECTOR 0.50 X 0 0 0 SUSAN PHINNEY SILVER DIRECTOR 0.50 X 0 0 0 DEBRA SCHWARTZ DIRECTOR 0.50 X 0 0 0 JAMES WAHLS SENIOR VP, PROGRAMS 40.00 X 218741 0 22730 NICK ALMEIDA COO 40.00 X 254957 0 558 MELANIE AUDETTE SR. VP, MEMBER & PARTNER ENGAGEMENT 40.00 X 198843 0 18959 ELIZABETH KATZENBACH DIRECTOR, FINANCE & OPERATION 40.00 X 124965 0 17274 DANIEL GOLDBERG DIRECTOR, PROGRAMS 40.00 X 108973 0 19378 1228204 0 104373 6 0 1 0 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING, TAX, AND HR SERVICES 159132 1 223500 2845414 3068914 MEMBERSHIP DUES 900099 1106900 1106900 PROGRAM REGISTRATIONS 900099 143259 143259 1250159 58945 58945 4378018 1250159 0 58945 X 1078087 659519 363102 55466 748277 408659 263010 76608 17434 11046 5343 1045 103719 63696 33009 7014 114276 71735 35673 6868 144002 144002 3773 3773 477432 304329 173103 46640 31138 13558 1944 52972 40993 9883 2096 25614 14955 8794 1865 109617 66077 43387 153 25116 25116 2194 1281 753 160 11453 8093 2772 588 REGISTRATION FEES 19831 19232 494 105 DUES AND MEMBERSHIP 11332 10482 701 149 PROF. DEVEL. & TRAINING 8038 8038 MISCELLANEOUS 7822 631 7191 3007629 1736982 1116586 154061 2895296 3427804 3016243 4296471 1574657 1443206 32551 17041 20286 53401 5494 5211 26477 283 2175 2235 7567685 9240441 444855 429050 123750 411591 568605 840641 X 5021686 5352955 1977394 3046845 6999080 8399800 7567685 9240441 1370389 30331 0 X 0 1 X 1 0 X 1976427 1758981 2370209 3760082 3068914 12934613 1976427 1758981 2370209 3760082 3068914 12934613 6624223 6310390 1103 1364 3006 8744 58945 73162 654 8200 5125 17400 31379 13039154 6231369 0.48400 0.50080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5494 5211 283 283 X 4549830 30331 145254 175585 4374245 3773 3773 4378018 3149110 145254 145254 3003856 3773 3773 3007629 PART X, LINE 2: DURING THE YEARS ENDED DECEMBER 31, 2023 AND 2022, MIE HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X X 0 0 0 0 0 0 0 1 0 MATTHEW ONEK PRESIDENT & CEO 301061 0 20664 0 0 0 8350 0 17124 0 347199 0 0 0 NICK ALMEIDA COO 241757 0 13200 0 0 0 0 0 558 0 255515 0 0 0 JAMES WAHLS SENIOR VP, PROGRAMS 206441 0 12300 0 0 0 5737 0 16993 0 241471 0 0 0 MELANIE AUDETTE SR. VP, MEMBER & PARTNER ENGAGEMENT 188639 0 10204 0 0 0 5269 0 13690 0 217802 0 0 0 PART I, LINE 7 DURING THE YEAR ENDED DECEMBER 31, 2023, EMPLOYEES LISTED ON FORM 990, PART VII RECEIVED BONUS PAYMENTS BASED ON THEIR PERFORMANCES. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS SENT VIA E-MAIL TO THE TREASURER AND THE BOARD CHAIR FOR REVIEW ON BEHALF OF THE GOVERNING BODY. THE REVIEWS ARE VERIFIED VIA E-MAIL PRIOR TO FILING THE FEDERAL FORM 990 WITH THE INTERNAL REVENUE SERVICE. UPON REVIEW, THE FEDERAL FORM 990 IS DISTRIBUTED TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH BOARD MEMBER OF MIE COMPLETES A "DISCLOSURE STATEMENT" THAT REPORTS OBLIGATIONS AND DOCUMENTS DISCLOSURES THAT ARE NECESSARY TO COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FORM 990 REQUIREMENTS. IF A CONFLICT OF INTEREST ARISES, THE BOARD MEMBER SHOULD DISCLOSE THE CONFLICT. BOARD MEMBERS WITH CONFLICTS OF INTEREST SHOULD ABSTAIN FROM VOTING ON ANY MATTERS WHERE THERE IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A IN SETTING CEO'S COMPENSATION, THE BOARD OF DIRECTORS ENGAGES AN INDEPENDENT CONSULTANT / EXECUTIVE SEARCH FIRM WHO REVIEWS COMPARABLE SALARIES FROM OTHER NONPROFITS' FEDERAL FORM 990S AND SALARY SURVEY DATA. THE BOARD OF DIRECTORS' APPROVAL IS REQUIRED FOR THE CEO'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 MIE MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G HR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 107,221. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 107,221. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 304,329. MANAGEMENT AND GENERAL EXPENSES 65,882. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 370,211.