2021-11-09T16:41:37-06:00 2020-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2020-01-01 475593271 MISSION INVESTORS EXCHANGE INC MISS 6467808771 105 W 86TH STREET NO 358 NEW YORK NY 10024 MATTHEW ONEK PRESIDENT & CEO 6467808771 2021-11-09 1 MATTHEW ONEK 999009999 FRANK H SMITH P00639053 2022274000 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MATTHEW ONEK 105 W 86TH STREET NO 358 NEW YORK NY 10024 2887083 0 X WWW.MISSIONINVESTORS.ORG X 2015 DE SEE SCHEDULE O 12 11 11 12 0 0 1976427 1758981 1078798 1113813 1103 1364 2529 12925 3058857 2887083 0 0 0 0 1459307 1467620 0 0 126306 940067 848098 2399374 2315718 659483 571365 3934454 4508423 588536 591140 3345918 3917283 X SEE SCHEDULE O 0 0 717496 89453 TRAININGS, NATIONAL CONFERENCE, WORKING GROUPS - MIE ORGANIZES EDUCATIONAL PROGRAMMING SUCH AS TRAININGS, WEBINARS, PEER-TO-PEER LEARNING OPPORTUNITIES, AND A BIANNUAL CONFERENCE. 498044 1024360 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. 26015 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. 1241555 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 15 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X ELIZABETH KATZENBACH 6467808771 105 W 86TH STREET NO 358 NEW YORK NY 10024 MATTHEW ONEK PRESIDENT & CEO 40.00 X X 277647 0 21586 MONIQUE AIKEN VP, PROGRAMS - UNTIL 12/2020 40.00 X 154113 0 5203 MELANIE AUDETTE SR. VP, MEMBER & PARTNER ENG. 40.00 X 130718 0 15783 REBECCA PRICE VP, MEMBERSHIP 40.00 X 122040 0 4052 ANJALI DESHMUKH VP, KNOWLEDGE & COMMUNICATION 40.00 X 105443 0 15187 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 BERT FEUSS DIRECTOR - UNTIL 08/2020 0.50 X 0 0 0 CYNTHIA MULLER DIRECTOR 0.50 X 0 0 0 NATALIE REVELLE DIRECTOR 0.50 X 0 0 0 DEBRA SCHWARTZ DIRECTOR 0.50 X 0 0 0 SHUAIB SIDDIQUI DIRECTOR 0.50 X 0 0 0 SUSAN PHINNEY SILVER DIRECTOR 0.50 X 0 0 0 MARIA LOPEZ VENTO DIRECTOR 0.50 X 0 0 0 SHERECE WEST-SCANTLEBURY DIRECTOR 0.50 X 0 0 0 789961 0 61811 5 0 1 0 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING & HR SERVICES 121973 1 200775 1558206 1758981 MEMBERSHIP DUES 900099 1024360 1024360 PROGRAM REGISTRATIONS 900099 89453 89453 1113813 1364 1364 MISCELLANEOUS 900099 8200 8200 REFUNDS/REBATES 900099 4725 4725 12925 2887083 1113813 0 14289 X 299233 95755 143033 60445 975284 651940 279497 43847 22478 17119 5048 311 87332 60054 23319 3959 83293 56792 20537 5964 48561 48561 114530 114530 489158 229882 259276 22905 16225 5579 1101 61792 44960 13505 3327 69005 40799 22702 5504 8956 7420 1536 4360 4360 5218 3087 1715 416 7355 5343 1619 393 DUES AND MEMBERSHIP 10916 6454 3591 871 MISCELLANEOUS 2553 123 2430 REGISTRATION FEES 2101 1242 691 168 PROF. DEVEL. & TRAINING 688 688 2315718 1241555 947857 126306 1622021 1007488 1103204 3004493 1104931 445000 74535 10623 42865 8522 13772 34343 15991 6476 3934454 4508423 181826 283090 406710 112250 0 195800 588536 591140 X 1898681 3268574 1447237 648709 3345918 3917283 3934454 4508423 571365 0 X 0 1 X 1 0 X 1744800 3144830 1380970 1976427 1758981 10006008 1744800 3144830 1380970 1976427 1758981 10006008 4968503 5037505 512 660 969 1103 1364 4608 654 8200 8854 10019470 4296134 0.50280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42865 8522 34343 34343 X 2894783 7700 7700 2887083 0 2887083 2323418 7700 7700 2315718 0 2315718 PART X, LINE 2: DURING THE YEARS ENDED DECEMBER 31, 2020 AND 2019, 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 272647 0 5000 0 0 0 8550 0 13036 0 299233 0 0 0 MONIQUE AIKEN VP, PROGRAMS - UNTIL 12/2020 154113 0 0 0 0 0 4623 0 580 0 159316 0 0 0 PART I, LINE 7 DURING THE YEAR ENDED DECEMBER 31, 2020, MATTHEW ONEK, PRESIDENT & CEO, RECEIVED A BONUS PAYMENT BASED ON HIS PERFORMANCE. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: 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 106,758. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 106,758. RETIREMENT PLAN SUPPORT: PROGRAM SERVICE EXPENSES 3,095. MANAGEMENT AND GENERAL EXPENSES 2,157. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,252. WEBSITE & OTHER DESIGN: PROGRAM SERVICE EXPENSES 31,001. MANAGEMENT AND GENERAL EXPENSES 21,606. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,607. COMMUNICATION: PROGRAM SERVICE EXPENSES 32,838. MANAGEMENT AND GENERAL EXPENSES 22,887. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,725. STRATEGIC CONSULTING: PROGRAM SERVICE EXPENSES 58,719. MANAGEMENT AND GENERAL EXPENSES 40,925. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,644. NATIONAL CONFERENCE SUPPORT: PROGRAM SERVICE EXPENSES 80,568. MANAGEMENT AND GENERAL EXPENSES 56,152. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,720. OTHER PROFESSIONAL FEE: PROGRAM SERVICE EXPENSES 23,661. MANAGEMENT AND GENERAL EXPENSES 8,791. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,452.