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Nonprofiteer
← MISSION INVESTORS EXCHANGE INC

Form 990 for tax year 2024

Filed by MISSION INVESTORS EXCHANGE INC.

Totals

Total revenue
$4,096,010
Total expenses
$4,616,763
Contributions and grants received
$1,643,168
Grants paid
$0
Program service revenue
$2,202,759
Investment income
$227,490
Other revenue
$22,593
Total assets, end of year
$8,750,729
Total liabilities, end of year
$813,683
Net assets or fund balances, end of year
$7,937,046
Program services expenses (Part IX)
$3,335,857
Management and general expenses
$1,174,408
Fundraising expenses
$106,498
Program service expenses (Part III)
$3,335,857

Program services were 72.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $383,500

  • 1f · All other contributions, gifts and grants

    $1,259,668

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $1,290,953 · related or exempt $1,290,953

  • 2b · Program service revenue: PROGRAM REGISTRATIONS

    total $911,806 · related or exempt $911,806

  • 3 · Investment income

    total $227,490 · excluded $227,490

  • 11a · Other revenue: MISCELLANEOUS

    total $22,593 · excluded $22,593

  • 11e · Other revenue, total

    $22,593

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,109,096 · program services $601,069 · management and general $426,909 · fundraising $81,118

  • 7 · Other salaries and wages

    total $1,322,983 · program services $978,605 · management and general $334,351 · fundraising $10,027

  • 8 · Pension plan contributions

    total $24,027 · program services $18,348 · management and general $5,679

  • 9 · Other employee benefits

    total $149,381 · program services $97,177 · management and general $45,342 · fundraising $6,862

  • 10 · Payroll taxes

    total $157,419 · program services $113,447 · management and general $39,175 · fundraising $4,797

  • 11c · Fees: accounting

    total $144,321 · management and general $144,321

  • 11f · Fees: investment management

    total $17,532 · management and general $17,532

  • 11g · Fees: other

    total $510,002 · program services $441,101 · management and general $68,901

  • 13 · Office expenses

    total $79,199 · program services $62,076 · management and general $15,964 · fundraising $1,159

  • 14 · Information technology

    total $58,129 · program services $47,602 · management and general $9,407 · fundraising $1,120

  • 16 · Occupancy

    total $18,976 · program services $12,422 · management and general $5,857 · fundraising $697

  • 17 · Travel

    total $155,636 · program services $109,356 · management and general $46,280

  • 19 · Conferences, conventions and meetings

    total $814,564 · program services $814,564

  • 22 · Depreciation, depletion and amortization

    total $280 · program services $182 · management and general $88 · fundraising $10

  • 23 · Insurance

    total $13,748 · program services $10,922 · management and general $2,525 · fundraising $301

  • 24a · Other expenses: DUES AND MEMBERSHIP

    total $32,319 · program services $28,498 · management and general $3,414 · fundraising $407

  • 24b · Other expenses: PROF. DEVEL. & TRAINING

    total $6,158 · management and general $6,158

  • 24c · Other expenses: MISCELLANEOUS

    total $2,993 · program services $488 · management and general $2,505

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,427,804 · end of year $407,307

  • 2 · Savings and temporary cash investments

    beginning of year $4,296,471 · end of year $7,264,427

  • 3 · Pledges and grants receivable

    beginning of year $1,443,206 · end of year $993,514

  • 4 · Accounts receivable

    beginning of year $17,041 · end of year $1,039

  • 9 · Prepaid expenses and deferred charges

    beginning of year $53,401 · end of year $82,559

  • 10a · Land, buildings and equipment: cost or other basis

    $5,494

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,494

  • 10c · Land, buildings and equipment, net

    beginning of year $283 · end of year $0

  • 15 · Other assets

    beginning of year $2,235 · end of year $1,883

  • 17 · Accounts payable and accrued expenses

    beginning of year $429,050 · end of year $577,621

  • 19 · Deferred revenue

    beginning of year $411,591 · end of year $236,062

  • 27 · Net assets without donor restrictions

    beginning of year $5,352,955 · end of year $5,854,066

  • 28 · Net assets with donor restrictions

    beginning of year $3,046,845 · end of year $2,082,980

Mission and programs · 2024

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.

Activities or mission (Part I)

MIE IS THE LEADING IMPACT INVESTING NETWORK FOR FOUNDATIONS DEDICATED TO DEPLOYING CAPITAL FOR SOCIAL AND ENVIRONMENTAL CHANGE.

  • TRAININGS, NATIONAL CONFERENCE, WORKING GROUPS - MIE ORGANIZES EDUCATIONAL PROGRAMMING SUCH AS TRAININGS, WEBINARS, PEER-TO-PEER LEARNING OPPORTUNITIES, AND A BIANNUAL CONFERENCE.

    Expenses $2,114,307 · Revenue $911,806

  • 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.

    Expenses $1,189,780 · Revenue $1,290,953

  • 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.

    Expenses $31,770

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Matthew Onek

    PRESIDENT & CEO

    Total calculated
    $376,584
    From this org
    $365,936
    From related orgs
    $0
    Other
    $10,648
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $317,443
    Bonus
    $15,498
    Other
    $32,995
    Deferred
    $9,655
    Nontaxable benefits
    $993
    Filer's total
    $376,584

  • Kenneth Jones Chair Until

    5/24; DIRECTOR AS OF 5/24

    Total calculated
    $0
    Hours/week
    0.5

  • Shanaysha Sauls Secretary

    UNTIL 5/24; CHAIR AS OF 5/24

    Total calculated
    $0
    Hours/week
    0.5

  • Christine Looney

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Frank Fernandez

    SECRETARY AS OF 5/24

    Total calculated
    $0
    Hours/week
    0.5

  • Cynthia Muller

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Ben Bynum

    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
    $248,689
    From this org
    $228,612
    From related orgs
    $0
    Other
    $20,077
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,002
    Bonus
    $8,610
    Other
    $0
    Deferred
    $6,705
    Nontaxable benefits
    $13,372
    Filer's total
    $248,689

  • Nick Almeida

    COO

    Total calculated
    $260,360
    From this org
    $260,060
    From related orgs
    $0
    Other
    $300
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,325
    Bonus
    $9,240
    Other
    $10,495
    Deferred
    $0
    Nontaxable benefits
    $300
    Filer's total
    $260,360

  • Melanie Audette

    SR. VP, MEMBER & PARTNER ENG.

    Total calculated
    $223,463
    From this org
    $203,992
    From related orgs
    $0
    Other
    $19,471
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,992
    Bonus
    $8,000
    Other
    $0
    Deferred
    $6,230
    Nontaxable benefits
    $13,241
    Filer's total
    $223,463

  • Elizabeth Katzenbach Sr

    DIRECTOR, FINANCE & OPERATIONS

    Total calculated
    $155,900
    From this org
    $138,699
    From related orgs
    $0
    Other
    $17,201
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,499
    Bonus
    $7,200
    Other
    $0
    Deferred
    $3,946
    Nontaxable benefits
    $13,255
    Filer's total
    $155,900

  • Daniel Goldberg

    DIRECTOR, PROGRAMS

    Total calculated
    $136,464
    From this org
    $119,674
    From related orgs
    $0
    Other
    $16,790
    Hours/week
    40

  • Obi Asiama

    DIRECTOR, MEMBER

    Total calculated
    $133,610
    From this org
    $120,250
    From related orgs
    $0
    Other
    $13,360
    Hours/week
    40

  • Jennifer Trivelli Sr Director

    COMMUNICATION & MARKETING

    Total calculated
    $159,999
    From this org
    $155,069
    From related orgs
    $0
    Other
    $4,930
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,374
    Bonus
    $4,200
    Other
    $10,495
    Deferred
    $4,281
    Nontaxable benefits
    $649
    Filer's total
    $159,999

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, and on a Form 990-PF Part VIII's — 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, 2024, 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
2024
Filed
9 November 2025
IRS schema version
2024v5.2
Source object
202533149349304178

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