2022-11-09T08:33:20-06:00 2021-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-01-01 475593271 MISSION INVESTORS EXCHANGE INC MISS 6467808771 105 W 86TH STREET 358 NEW YORK NY 10024 MATTHEW ONEK PRESIDENT & CEO 6467808771 2022-11-07 1 MATTHEW ONEK 999009999 FRANK H SMITH P00639053 2022274000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MATTHEW ONEK 105 W 86TH STREET 358 NEW YORK NY 10024 3429214 0 X WWW.MISSIONINVESTORS.ORG X 2015 DE SEE SCHEDULE O 15 14 11 14 0 0 1758981 2370209 1113813 1050874 1364 3006 12925 5125 2887083 3429214 0 0 0 0 1467620 1592838 0 0 126148 848098 811143 2315718 2403981 571365 1025233 4508423 5443733 591140 501217 3917283 4942516 X SEE SCHEDULE O 0 0 800041 45999 TRAININGS, NATIONAL CONFERENCE, WORKING GROUPS - MIE ORGANIZES EDUCATIONAL PROGRAMMING SUCH AS TRAININGS, WEBINARS, PEER-TO-PEER LEARNING OPPORTUNITIES, AND A BIANNUAL CONFERENCE. 589033 1004875 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. 20416 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. 1409490 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 11 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 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 286853 0 22457 STUART COMSTOCK-GAY CHAIR 0.50 X X 0 0 0 CHRISTINE LOONEY VICE CHAIR 0.50 X X 0 0 0 KENNETH JONES TREASURER 0.50 X X 0 0 0 JOOHEE RAND SECRETARY 0.50 X X 0 0 0 CYNTHIA MULLER DIRECTOR 0.50 X 0 0 0 NATALIE REVELLE DIRECTOR - UNTIL 06/2021 0.50 X 0 0 0 DEBRA SCHWARTZ DIRECTOR 0.50 X 0 0 0 SHUAIB SIDDIQUI DIRECTOR - UNTIL 05/2021 0.50 X 0 0 0 SUSAN PHINNEY SILVER DIRECTOR 0.50 X 0 0 0 MARIA LOPEZ VENTO DIRECTOR - UNTIL 06/2021 0.50 X 0 0 0 SHERECE WEST-SCANTLEBURY DIRECTOR 0.50 X 0 0 0 BEN BYNUM DIRECTOR 0.50 X 0 0 0 FRANK FERNANDEZ DIRECTOR 0.50 X 0 0 0 SHANAYSHA SAULS DIRECTOR 0.50 X 0 0 0 MELANIE AUDETTE SR. VP, MEMBER & PARTNER ENGAGEMENT 40.00 X 147548 0 16697 REBECCA PRICE VP, MEMBERSHIP 40.00 X 133857 0 4408 568258 0 43562 3 0 1 0 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING & HR SERVICES 123821 1 152000 195800 2022409 2370209 MEMBERSHIP DUES 900099 1004875 1004875 PROGRAM REGISTRATIONS 900099 45999 45999 1050874 3006 3006 MISCELLANEOUS 900099 5125 5125 5125 3429214 1050874 0 8131 X 309310 98979 147851 62480 1069921 692260 332977 44684 18055 14850 3194 11 95508 67613 23455 4440 100044 59782 34159 6103 31392 31392 114348 114348 511219 383843 127376 30492 21451 7642 1399 47531 28728 15433 3370 21511 12430 7454 1627 3863 2277 1586 11500 11500 5623 3249 1949 425 5997 3464 2079 454 MISCELLANEOUS 10131 244 9887 DUES AND MEMBERSHIP 9804 5665 3397 742 REGISTRATION FEES 5460 3155 1892 413 PROF. DEVEL. & TRAINING 2272 2272 2403981 1409490 868343 126148 1007488 1732326 3004493 3007498 445000 644500 10623 28618 31887 2782 34343 29105 6476 1686 4508423 5443733 283090 338291 112250 162926 195800 0 591140 501217 X 3268574 4012859 648709 929657 3917283 4942516 4508423 5443733 1025233 0 X 0 1 X 1 0 X 3144830 1380970 1976427 1758981 2370209 10631417 3144830 1380970 1976427 1758981 2370209 10631417 5033284 5598133 660 969 1103 1364 3006 7102 654 8200 5125 13979 10652498 4855409 0.52550 0.50280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31887 2782 29105 29105 X 3449114 19900 19900 3429214 0 3429214 2423881 19900 19900 2403981 0 2403981 PART X, LINE 2: DURING THE YEARS ENDED DECEMBER 31, 2021 AND 2020, 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 278353 0 8500 0 0 0 8700 0 13757 0 309310 0 0 0 MELANIE AUDETTE SR. VP, MEMBER & PARTNER ENGAGEMENT 143331 0 4217 0 0 0 4747 0 11950 0 164245 0 0 0 PART I, LINE 7 DURING THE YEAR ENDED DECEMBER 31, 2021, EMPLOYEES LISTED ON FORM 990, PART VII RECEIVED BONUS PAYMENTS BASED ON THEIR PERFORMANCES. FORM 990, PART I, LINE 1 MIE IS THE LEADING IMPACT INVESTING NETWORK FOR FOUNDATIONS DEDICATED TO DEPLOYING CAPITAL FOR SOCIAL AND ENVIRONMENTAL CHANGE. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION 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. 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 117,614. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,614. RETIREMENT PLAN SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,093. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,093. WEBSITE & OTHER DESIGN: PROGRAM SERVICE EXPENSES 63,165. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,165. COMMUNICATION: PROGRAM SERVICE EXPENSES 129,303. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,303. STRATEGIC CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,669. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,669. PROGRAMMATIC SUPPORT: PROGRAM SERVICE EXPENSES 153,684. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 153,684. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 37,691. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,691.