Nonprofit · EIN 47-5593271
MISSION INVESTORS EXCHANGE INC
Tax-exempt · NEW YORK, NY 10024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,096,010 | $4,616,763 | -$520,753 | $8,750,729 | $813,683 | $7,937,046 |
| December 31, 2023 | 990 | $4,378,018 | $3,007,629 | $1,370,389 | $9,240,441 | $840,641 | $8,399,800 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,643,168
- Membership dues
- $383,500
- Program service revenue
- $2,202,759
- Investment income
- $227,490
- Other revenue
- $22,593
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,109,096
- Other salaries and wages
- $1,322,983
- Salaries, compensation and benefits (total)
- $2,762,906
- Professional fundraising fees
- $0
- Accounting fees
- $144,321
- Occupancy
- $18,976
- Travel
- $155,636
- Depreciation
- $280
- Program services (functional)
- $3,335,857
- Management and general (functional)
- $1,174,408
- Fundraising (functional)
- $106,498
Balance sheet and other
- Total assets, start of year
- $9,240,441
- Total assets, end of year
- $8,750,729
- Total liabilities, end of year
- $813,683
- Net assets, end of year
- $7,937,046
- Net assets without donor restrictions
- $5,854,066
- Net assets with donor restrictions
- $2,082,980
- Gross receipts
- $4,096,010
- Employees
- 18
- Volunteers
- 18
- Year formed
- 2015
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MATTHEW ONEK | PRESIDENT & CEO Trustee or director, Officer | 40 | $365,936 | $10,648 |
| NICK ALMEIDA | COO Key employee | 40 | $260,060 | $300 |
| JAMES WAHLS | SENIOR VP, PROGRAMS Key employee | 40 | $228,612 | $20,077 |
| MELANIE AUDETTE | SR. VP, MEMBER & PARTNER ENG. Key employee | 40 | $203,992 | $19,471 |
| JENNIFER TRIVELLI SR DIRECTOR | COMMUNICATION & MARKETING Highest-paid employee | 40 | $155,069 | $4,930 |
| ELIZABETH KATZENBACH SR | DIRECTOR, FINANCE & OPERATIONS Highest-paid employee | 40 | $138,699 | $17,201 |
| DANIEL GOLDBERG | DIRECTOR, PROGRAMS Highest-paid employee | 40 | $119,674 | $16,790 |
| OBI ASIAMA | DIRECTOR, MEMBER Highest-paid employee | 40 | $120,250 | $13,360 |
| KENNETH JONES CHAIR UNTIL | 5/24; DIRECTOR AS OF 5/24 Trustee or director, Officer | 0.5 | $0 | $0 |
| SHANAYSHA SAULS SECRETARY | UNTIL 5/24; CHAIR AS OF 5/24 Trustee or director, Officer | 0.5 | $0 | $0 |
| CHRISTINE LOONEY | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| FRANK FERNANDEZ | SECRETARY AS OF 5/24 Trustee or director, Officer | 0.5 | $0 | $0 |
| CYNTHIA MULLER | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| BEN BYNUM | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MARI KURAISHI | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DWAYNE MARSHALL | DIRECTOR Trustee or director | 0.5 | $0 |
| LISA MONTEZ | DIRECTOR Trustee or director | 0.5 | $0 |
| ELIZABETH PHILLIPS | DIRECTOR Trustee or director | 0.5 | $0 |
| SUSAN PHINNEY SILVER | DIRECTOR Trustee or director | 0.5 | $0 |
| DEBRA SCHWARTZ | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MATTHEW ONEK | PRESIDENT & CEO Trustee or director, Officer | 40 | $321,725 | $25,474 |
| NICK ALMEIDA | COO Key employee | 40 | $254,957 | $558 |
| JAMES WAHLS | SENIOR VP, PROGRAMS Key employee | 40 | $218,741 | $22,730 |
| MELANIE AUDETTE | SR. VP, MEMBER & PARTNER ENGAGEMENT Key employee | 40 | $198,843 | $18,959 |
| ELIZABETH KATZENBACH | DIRECTOR, FINANCE & OPERATION Highest-paid employee | 40 | $124,965 | $17,274 |
| DANIEL GOLDBERG | DIRECTOR, PROGRAMS Highest-paid employee | 40 | $108,973 | $19,378 |
| CHRISTINE LOONEY | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| KENNETH JONES | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| CYNTHIA MULLER | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| SHANAYSHA SAULS | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| BEN BYNUM | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| FRANK FERNANDEZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MARI KURAISHI | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DWAYNE MARSHALL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| LISA MONTEZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ELIZABETH PHILLIPS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SUSAN PHINNEY SILVER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DEBRA SCHWARTZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 105 W 86TH STREET 358, NEW YORK, NY 10024-3412
- In care of
- % TOMER J INBAR
- Principal officer (990 for 2024)
- MATTHEW ONEK, 105 W 86TH STREET 358, NEW YORK, NY 10024
- Signed the 990
- MATTHEW ONEK, PRESIDENT & CEO
- Phone
- (646) 780-8771
- Website
- WWW.MISSIONINVESTORS.ORG
- Return prepared by
- CBIZ ADVISORS LLC
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-5593271
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T01)
- Assets (IRS master file)
- $8,750,729
- Income (IRS master file)
- $4,096,010
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,096,010 | $4,616,763 | $8,750,729 | IRS |
| 990 | December 2023 | $4,378,018 | $3,007,629 | $9,240,441 | XML |
| 990 | December 2022 | $5,523,951 | $3,467,387 | $7,567,685 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-5593271).
Questions about MISSION INVESTORS EXCHANGE INC
- What is the EIN of MISSION INVESTORS EXCHANGE INC?
- The employer identification number (EIN) of MISSION INVESTORS EXCHANGE INC is 47-5593271.
- Is MISSION INVESTORS EXCHANGE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to MISSION INVESTORS EXCHANGE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MISSION INVESTORS EXCHANGE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MISSION INVESTORS EXCHANGE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MISSION INVESTORS EXCHANGE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MISSION INVESTORS EXCHANGE INC?
- The 990 for the year ended December 31, 2024 names MATTHEW ONEK.
- Who are the officers and directors of MISSION INVESTORS EXCHANGE INC?
- The 990 for the year ended December 31, 2024 lists 20 people; 8 received compensation from the organization, the highest $365,936 (MATTHEW ONEK, PRESIDENT & CEO).
- How much revenue does MISSION INVESTORS EXCHANGE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,096,010, expenses of $4,616,763 and total assets of $8,750,729 at year end.
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