2023-11-14T10:45:26-06:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2022-01-01 475593271 MISSION INVESTORS EXCHANGE INC MISS 6467808771 105 W 86TH STREET 358 NEW YORK NY 10024 MATTHEW ONEK PRESIDENT & CEO 6467808771 2023-11-13 1 MATTHEW ONEK 999009999 1 FRANK H SMITH P00639053 2022274000 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW ONEK 105 W 86TH STREET 358 NEW YORK NY 10024 5523951 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. 11 10 13 12 0 0 2370209 3760082 1050874 1737725 3006 8744 5125 17400 3429214 5523951 0 1071 0 0 1592838 1783018 0 0 92242 811143 1683298 2403981 3467387 1025233 2056564 5443733 7567685 501217 568605 4942516 6999080 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 1786098 1071 678204 TRAININGS, NATIONAL CONFERENCE, WORKING GROUPS - MIE ORGANIZES EDUCATIONAL PROGRAMMING SUCH AS TRAININGS, WEBINARS, PEER-TO-PEER LEARNING OPPORTUNITIES, AND A BIANNUAL CONFERENCE. 682356 1059521 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. 17197 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. 2485651 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 16 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 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 305895 0 24751 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 JOOHEE RAND SECRETARY - UNTIL 06/2022 0.50 X X 0 0 0 BEN BYNUM DIRECTOR 0.50 X 0 0 0 STUART COMSTOCK-GAY 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 SUSAN PHINNEY SILVER DIRECTOR 0.50 X 0 0 0 SHANAYSHA SAULS DIRECTOR 0.50 X 0 0 0 DEBRA SCHWARTZ DIRECTOR 0.50 X 0 0 0 SHERECE WEST-SCANTLEBURY DIRECTOR UNTIL 12/2022 0.50 X 0 0 0 JAMES WAHLS SENIOR VP, PROGRAMS 40.00 X 209431 0 22361 NICK ALMEIDA COO 40.00 X 229315 0 540 MELANIE AUDETTE SR. VP, MEMBER & PARTNER ENGAGEMENT 40.00 X 165820 0 18181 REBECCA PRICE VP, MEMBERSHIP - UNTIL 07/2022 40.00 X 102067 0 3312 ELIZABETH KATZENBACH DIRECTOR, FINANCE & OPERATION 40.00 X 103077 0 15517 1115605 0 84662 6 0 1 0 BALTIMORE MARRIOTT WATERFRONT 700 ALICEANNA STREET BALTIMORE MD 21202 CONFERENCE VENUE 504641 STRATFORD COMMUNICATIONS 625 WEST STRATFORD PLACE 1W CHICAGO IL 60657 COMMUNICATIONS SERVICES 135622 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING, TAX, AND HR SERVICES 132992 3 159500 3600582 3760082 MEMBERSHIP DUES 900099 1059521 1059521 PROGRAM REGISTRATIONS 900099 675704 675704 HONORARIA 900099 2500 2500 1737725 8744 8744 MISCELLANEOUS 900099 17400 17400 17400 5523951 1737725 0 26144 X 1071 1071 1004579 610972 340355 53252 580178 414116 140280 25782 13640 9814 3582 244 82964 54520 24689 3755 101657 67038 30048 4571 119860 119860 744835 566356 178479 49276 41231 7179 866 47611 35403 10490 1718 22655 14690 6844 1121 56294 46369 9925 603161 603161 2629 1705 794 130 12533 10800 1489 244 DUES AND MEMBERSHIP 10736 7181 3055 500 MISCELLANEOUS 9079 48 9031 PROF. DEVEL. & TRAINING 3032 3032 REGISTRATION FEES 1597 1176 362 59 3467387 2485651 889494 92242 1732326 2895296 3007498 3016243 644500 1574657 0 32551 28618 20286 31887 5410 29105 26477 1686 2175 5443733 7567685 338291 444855 162926 123750 501217 568605 X 4012859 5021686 929657 1977394 4942516 6999080 5443733 7567685 2056564 0 X 0 1 X 1 0 X 1380970 1976427 1758981 2370209 3760082 11246669 1380970 1976427 1758981 2370209 3760082 11246669 5590841 5655828 969 1103 1364 3006 8744 15186 654 8200 5125 17400 31379 11293234 6509890 0.50080 0.52550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31887 5410 26477 26477 X 5584518 60567 60567 5523951 0 5523951 3527954 60567 60567 3467387 0 3467387 PART X, LINE 2: DURING THE YEARS ENDED DECEMBER 31, 2022 AND 2021, 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 294431 0 11464 0 0 0 9150 0 15601 0 330646 0 0 0 JAMES WAHLS SENIOR VP, PROGRAMS 204431 0 0 0 5000 0 6300 0 16061 0 231792 0 0 0 NICK ALMEIDA COO 229315 0 0 0 0 0 0 0 540 0 229855 0 0 0 MELANIE AUDETTE SR. VP, MEMBER & PARTNER ENGAGEMENT 159636 0 6184 0 0 0 5268 0 12913 0 184001 0 0 0 PART I, LINE 7 DURING THE YEAR ENDED DECEMBER 31, 2022, 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 119,567. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 119,567. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 566,356. MANAGEMENT AND GENERAL EXPENSES 58,912. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 625,268.