2020-11-10T15:51:34-06:00 2019-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2019-01-01 475593271 MISSION INVESTORS EXCHANGE INC MISS 6467808771 105 W 86TH STREET NO 358 NEW YORK NY 10024 MATTHEW ONEK PRESIDENT & CEO 6467808771 2020-11-10 1 FRANK H SMITH P00639053 2022274000 144.121.95.190 2020-11-10 13:00:51 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 487A913A90A0A966B3CBA68539F8DA44DDDC3DB4 2019 2021-01-29 14:40:06Z X MATTHEW ONEK 105 W 86TH STREET NO 358 NEW YORK NY 10024 3058857 0 X WWW.MISSIONINVESTORS.ORG X 2015 DE SEE SCHEDULE O 13 12 14 14 0 0 1380970 1976427 1528680 1078798 969 1103 900 2529 2911519 3058857 0 0 0 0 1508963 1459307 0 0 200299 1400899 940067 2909862 2399374 1657 659483 3055430 3934454 368995 588536 2686435 3345918 SEE SCHEDULE O 0 0 650138 93446 TRAININGS, NATIONAL CONFERENCE, WORKING GROUPS - MIE ORGANIZES EDUCATIONAL PROGRAMMING SUCH AS TRAININGS, WEBINARS, PEER-TO-PEER LEARNING OPPORTUNITIES, AND A BIANNUAL CONFERENCE. 476963 985352 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. 65853 RESEARCH - MIE GATHERS AND PRODUCES CONTENT ON IMPACT INVESTING PRATICES FOR ITS WEBSITE AND OTHER PUBLICATIONS, AND PARTNERS WITH RESEARCH PROFESSIONALS TO HELP PRODUCE RESEARCH TO FURTHER THE IMPACT INVESTING FIELD. 1192954 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 10 0 1 14 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 X ELIZABETH KATZENBACH 6467808771 105 W 86TH STREET NO 358 NEW YORK NY 10024 MATTHEW ONEK PRESIDENT & CEO 40.00 X X 270449 0 21035 NHADINE LEUNG MANAGING DIRECTOR - UNTIL 10/19 40.00 X 188689 0 17350 MONIQUE AIKEN VICE PRESIDENT, PROGRAMS 40.00 X 148625 0 5142 ANJALI DESHMUKH VP, KNOWLEDGE & COMMUNICATION 40.00 X 128110 0 17019 MELANIE AUDETTE SR. VP, MEMBER & PARTNER ENGAGEMENT 40.00 X 116021 0 13819 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 KIMBERLEE CORNETT DIRECTOR - UNTIL 11/19 0.50 X 0 0 0 BERT FEUSS DIRECTOR 0.50 X 0 0 0 CHRIS JURGENS DIRECTOR - UNTIL 11/19 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 851894 0 74365 5 0 1 0 FSG INC 1020 19TH STREET NW WASHINGTON DC 20036 CONSULTING SERVICES 200000 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING & HR SERVICES 127716 2 178000 1798427 1976427 MEMBERSHIP DUES 900099 985352 985352 PROGRAM REGISTRATIONS 900099 65600 65600 EDUCATION AND TRAINING 900099 27846 27846 1078798 1103 1103 REFUNDS 900099 1875 1875 MISCELLANEOUS 900099 654 654 2529 3058857 1078798 0 3632 X 497523 156595 243332 97596 786023 539784 188962 57277 15342 13104 2172 66 76657 53146 18304 5207 83762 51461 24661 7640 6595 6595 115205 115205 433380 150556 280135 2689 12159 4603 5977 1579 66903 48633 15667 2603 185475 102399 61210 21866 61925 30871 30267 787 22769 22769 2685 2685 5909 4745 151 1013 DUES AND MEMBERSHIP 21795 14288 5531 1976 PROF. DEVEL. & TRAINING 5267 5267 2399374 1192954 1006121 200299 1258041 1622021 1102102 1103204 654954 1104931 9226 74535 17077 3305 3094 13772 28013 15991 3055430 3934454 227333 181826 141662 406710 368995 588536 X 1655481 1898681 1030954 1447237 2686435 3345918 3055430 3934454 659483 0 X 0 1 X 1 0 X 70000 1744800 3144830 1380970 1976427 8317027 70000 1744800 3144830 1380970 1976427 8317027 4399748 3917279 512 660 969 1103 3244 654 654 8320925 3182321 X SCHEDULE A, PART III, SECTION A COLUMN (A) REPRESENTS THE SHORT YEAR BEGINNING ON NOVEMBER 3, 2015 AND ENDING ON DECEMBER 31, 2015. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17077 3305 13772 13772 X 3107159 48302 48302 3058857 0 3058857 2447676 48302 48302 2399374 0 2399374 PART X, LINE 2: DURING THE YEARS ENDED DECEMBER 31, 2019 AND 2018, 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 260449 0 10000 0 0 0 8400 0 12635 0 291484 0 0 0 NHADINE LEUNG MANAGING DIRECTOR - UNTIL 10/19 184589 0 4100 0 0 0 5607 0 11743 0 206039 0 0 0 MONIQUE AIKEN VICE PRESIDENT, PROGRAMS 145725 0 2900 0 0 0 4459 0 683 0 153767 0 0 0 PART I, LINE 7 DURING THE YEAR ENDED DECEMBER 31, 2019, EMPLOYEES LISTED ON PART II RECEIVED BONUS PAYMENTS BASED ON THEIR PERFORMANCES. 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 CONSULTING: PROGRAM SERVICE EXPENSES 143,645. MANAGEMENT AND GENERAL EXPENSES 215,226. FUNDRAISING EXPENSES 2,566. TOTAL EXPENSES 361,437. HR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 52,654. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,654. DESIGN: PROGRAM SERVICE EXPENSES 6,911. MANAGEMENT AND GENERAL EXPENSES 12,255. FUNDRAISING EXPENSES 123. TOTAL EXPENSES 19,289.