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← MISSION INVESTORS EXCHANGE INC

Form 990 for tax year 2023

Filed by MISSION INVESTORS EXCHANGE INC.

Totals

Total revenue
$4,378,018
Total expenses
$3,007,629
Contributions and grants received
$3,068,914
Grants paid
$0
Program services expenses (Part IX)
$1,736,982
Management and general expenses
$1,116,586
Fundraising expenses
$154,061
Program service expenses (Part III)
$1,736,982

Program services were 57.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MATTHEW ONEK

    PRESIDENT & CEO

    Total calculated
    $347,199
    From this org
    $321,725
    From related orgs
    $0
    Other
    $25,474
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,061
    Bonus
    $20,664
    Other
    $0
    Deferred
    $8,350
    Nontaxable benefits
    $17,124
    Filer's total
    $347,199

  • CHRISTINE LOONEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • KENNETH JONES

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • CYNTHIA MULLER

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • SHANAYSHA SAULS

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • BEN BYNUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • FRANK FERNANDEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MARI KURAISHI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DWAYNE MARSHALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LISA MONTEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ELIZABETH PHILLIPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SUSAN PHINNEY SILVER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DEBRA SCHWARTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES WAHLS

    SENIOR VP, PROGRAMS

    Total calculated
    $241,471
    From this org
    $218,741
    From related orgs
    $0
    Other
    $22,730
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,441
    Bonus
    $12,300
    Other
    $0
    Deferred
    $5,737
    Nontaxable benefits
    $16,993
    Filer's total
    $241,471

  • NICK ALMEIDA

    COO

    Total calculated
    $255,515
    From this org
    $254,957
    From related orgs
    $0
    Other
    $558
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,757
    Bonus
    $13,200
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $558
    Filer's total
    $255,515

  • MELANIE AUDETTE

    SR. VP, MEMBER & PARTNER ENGAGEMENT

    Total calculated
    $217,802
    From this org
    $198,843
    From related orgs
    $0
    Other
    $18,959
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,639
    Bonus
    $10,204
    Other
    $0
    Deferred
    $5,269
    Nontaxable benefits
    $13,690
    Filer's total
    $217,802

  • ELIZABETH KATZENBACH

    DIRECTOR, FINANCE & OPERATION

    Total calculated
    $142,239
    From this org
    $124,965
    From related orgs
    $0
    Other
    $17,274
    Hours/week
    40

  • DANIEL GOLDBERG

    DIRECTOR, PROGRAMS

    Total calculated
    $128,351
    From this org
    $108,973
    From related orgs
    $0
    Other
    $19,378
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202423189349310887

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