2019-11-14T09:22:03-06:00 2018-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2018-01-01 475593271 MISSION INVESTORS EXCHANGE INC MISS 6465685885 417 FIFTH AVENUE 8TH FLOOR NEW YORK NY 10016 MATTHEW ONEK PRESIDENT & CEO 6465685885 2019-11-14 1 FRANK H SMITH P00639053 2022274000 2019-11-14 47.19.127.190 2019-11-14 09:21:59 ES P 283714205276AA39147BD1B708D29006EA201FE5 9C4EE0A30C05507869E7404C0EDB955A123147B9 2018 2020-03-31 21:24:44Z MATTHEW ONEK 417 FIFTH AVENUE 8TH FLOOR NEW YORK NY 10016 2911519 0 X WWW.MISSIONINVESTORS.ORG X 2015 DE SEE SCHEDULE O 15 14 12 15 0 3390 3144830 1380970 83244 1528680 660 969 0 900 3228734 2911519 0 0 0 0 990518 1508963 0 0 159328 964689 1400899 1955207 2909862 1273527 1657 3070280 3055430 385502 368995 2684778 2686435 SEE SCHEDULE O 0 0 1394653 602617 TRAININGS, NATIONAL CONFERENCE, WORKING GROUPS - MIE ORGANIZES EDUCATIONAL PROGRAMMING SUCH AS TRAININGS, WEBINARS, PEER-TO-PEER LEARNING OPPORTUNITIES, AND A BIANNUAL CONFERENCE. 648739 926063 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 MATCHMAKING. 92005 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. 2135397 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 12 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X ELIZABETH KATZENBACH 6465685885 417 FIFTH AVENUE 8TH FLOOR NEW YORK NY 10016 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 TRACY KARTYE SECRETARY - UNTIL 05/2018 0.50 X X 0 0 0 KIMBERLEE CORNETT DIRECTOR 0.50 X 0 0 0 BERT FEUSS DIRECTOR 0.50 X 0 0 0 CHRIS JURGENS DIRECTOR 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 MATTHEW ONEK PRESIDENT & CEO 40.00 X X 247423 0 21532 NHADINE LEUNG MANAGING DIRECTOR 40.00 X 208340 0 17503 MONIQUE AIKEN VICE PRESIDENT, PROGRAMS 40.00 X 142861 0 3586 ANJALI DESHMUKH VP, KNOWLEDGE & COMMUNICATIONS 40.00 X 138483 0 15513 MELANIE AUDETTE SR. VP, MEMBER & PARTNER ENGAGEMENT 40.00 X 112869 0 13633 849976 0 71767 5 0 1 0 MARRIOTT HOTEL SERVICES INC 10400 FERNWOOD ROAD BETHESDA MD 20817 HOSPITALITY SERVICES 493826 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING & HR SERVICES 118746 2 53500 1327470 840 1380970 MEMBERSHIP DUES 900099 926063 926063 PROGRAM REGISTRATIONS 900099 602617 602617 1528680 969 969 REBATES 900099 900 900 900 2911519 1528680 0 1869 X 494798 267828 141458 85512 845117 735801 78144 31172 15430 15102 142 186 67486 57076 6517 3893 86132 72221 6898 7013 16702 16702 138084 138084 448816 261487 168729 18600 42131 27360 14771 46747 28050 18697 82070 82070 74249 54586 19663 513525 501120 12405 7659 7659 10221 2815 7406 MISCELLANEOUS 10293 185 10068 40 DUES AND SUBSCRIPTIONS 9102 9102 PROF. DEVEL. & TRAINING 1300 850 450 ALLOCATED M&G COSTS 0 110916 -123828 12912 2909862 2135397 615137 159328 1072784 1258041 1101133 1102102 845824 654954 13325 9226 120990 117896 7039 3094 30175 28013 3070280 3055430 131513 227333 253989 141662 385502 368995 X 1433954 1655481 1250824 1030954 2684778 2686435 3070280 3055430 1657 0 X 0 1 X 1 0 X 70000 1744800 3144830 1380970 6340600 70000 1744800 3144830 1380970 6340600 3193064 3147536 512 660 969 2141 6342741 2103523 X SCHEDULE A, PART III, SECTION A COLUMN (B) REPRESENTS THE SHORT YEAR BEGINNING ON NOVEMBER 3, 2015 AND ENDING ON DECEMBER 31, 2015. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120990 117896 3094 3094 X 2911519 0 2911519 0 2911519 2909862 0 2909862 0 2909862 PART X, LINE 2: DURING THE YEAR ENDED DECEMBER 31, 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 239923 0 7500 0 0 0 8306 0 13226 0 268955 0 0 0 NHADINE LEUNG MANAGING DIRECTOR 203340 0 5000 0 0 0 6038 0 11465 0 225843 0 0 0 ANJALI DESHMUKH VP, KNOWLEDGE & COMMUNICATIONS 134733 0 3750 0 0 0 2700 0 12813 0 153996 0 0 0 PART I, LINE 7 DURING THE YEAR ENDED DECEMBER 31, 2018, MATTHEW ONEK, PRESIDENT & CEO, AND NHADINE LEUNG, MANAGING DIRECTOR, RECEIVED BONUS PAYMENTS BASED ON THEIR PERFORMANCES. FORM 990, PART I, LINE 1 MIE IS THE LEADING IMPACT INVESTING NETWORK FOR FOUNDATIONS DEDICATED TO DEPLOYING CAPITAL FOR SOCIAL AND ENVIRONMENTAL EXCHANGE. 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. A CONFLICT OF INTEREST HAS NEVER ARISEN. 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 NONPROFIT'S 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 258,987. MANAGEMENT AND GENERAL EXPENSES 82,069. FUNDRAISING EXPENSES 18,600. TOTAL EXPENSES 359,656. HR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 86,660. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,660. DESIGN: PROGRAM SERVICE EXPENSES 2,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,500.