2018-11-15T18:37:01-06:00 2017-12-31 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2017-01-01 475593271 MISSION INVESTORS EXCHANGE INC MISS 6465685885 417 FIFTH AVENUE NEW YORK NY 10016 MATTHEW ONEK PRESIDENT & CEO 6465685885 2018-11-15 1 TRACY S PAGLIA P00366884 2099556100 2018-11-15 12.129.7.100 2018-11-15 17:33:28 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 590998BD83A1AFC8298AB8E54118062D6841B7FE 2017 2019-02-21 02:37:17Z X MATTHEW ONEK 417 FIFTH AVENUE NEW YORK NY 10016 3228734 0 X WWW.MISSIONINVESTORS.ORG X 2015 DE MISSION INVESTORS EXCHANGE IS THE LEADING IMPACT INVESTING NETWORK FOR FOUNDATIONS DEDICATED TO DEPLOYING CAPITAL FOR SOCIAL AND ENVIRONMENTAL CHANGE. 3 2 9 0 0 0 1744800 3144830 491599 83244 512 660 0 0 2236911 3228734 0 0 0 0 585460 990518 0 0 131265 943535 964689 1528995 1955207 707916 1273527 1485052 3070280 98801 385502 1386251 2684778 X MISSION INVESTORS EXCHANGE 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. 0 0 879704 0 0 MISSION INVESTORS EXCHANGE 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. 385856 0 83244 MISSION INVESTORS EXCHANGE ORGANIZES EDUCATIONAL PROGRAMMING SUCH AS TRAININGS, WEBINARS, EXECUTIVE EXCHANGES, PEER-TO-PEER LEARNING OPPORTUNITIES, AND A BIANNUAL CONFERENCE. 198637 0 0 MISSION INVESTORS EXCHANGE 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. 1464197 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 13 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X KARLA JIMENEZ 2028225000 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 STUART COMSTOCK-GAY CHAIR, DIRECTOR 0.50 X X 0 0 0 BRINDA GANGULY TREASURER, DIRECTOR (THRU 5/17) 0.50 X X 0 0 0 TRACY KARTYE SECRETARY, DIRECTOR 0.50 X X 0 0 0 MATTHEW ONEK PRESIDENT & CEO, DIRECTOR 40.00 X X 236276 0 19585 NHADINE LEUNG MANAGING DIRECTOR 40.00 X 171513 0 11742 407789 0 31327 2 0 1 0 NEXT STREET FINANCIAL LLC 184 DUDLEY STREET SUITE 200 ROXBURY MA 02119 ADVISORY SERVICES 240000 1 726097 2418733 3144830 PROGRAM REGISTRATIONS 900099 83244 83244 83244 660 660 3228734 83244 0 660 X 439116 321088 86475 31553 551402 403192 108588 39622 20316 14855 4001 1460 90870 66445 17895 6530 564555 422084 104383 38088 9577 7012 1879 686 82629 81329 952 348 53000 38755 10437 3808 38234 28643 7027 2564 29067 24880 3068 1119 15894 11622 3130 1142 1883 1377 371 135 DUES AND MEMBERSHIPS 8169 5973 1609 587 50495 36942 9930 3623 1955207 1464197 359745 131265 354810 1072784 1100512 1101133 845824 6797 43500 117276 110237 22933 7039 1485052 3070280 98801 131513 253989 98801 385502 X 1386251 1433954 1250824 1386251 2684778 1485052 3070280 1273527 25000 0 X 0 1 X 1 0 X 70000 1744800 3144830 4959630 70000 1744800 3144830 4959630 2428477 2531153 512 660 1172 4960802 574803 X PART II, 2015 COLUMN THE 2015 YEAR REPRESENTS THE SHORT PERIOD FROM 11/3/15 - 12/31/15. 117276 110237 7039 7039 X 3228734 0 3228734 0 3228734 1955207 0 1955207 0 1955207 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONTRIBUTIONS TO THE ORGANIZATION QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION AND THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION ONLY FILES A U.S. FEDERAL INCOME TAX RETURN. X X X X 0 0 0 0 0 0 0 0 0 MATTHEW ONEK PRESIDENT & CEO, DIRECTOR 236276 0 0 0 0 0 7306 0 12279 0 255861 0 0 0 NHADINE LEUNG MANAGING DIRECTOR 171513 0 0 0 0 0 3250 0 8492 0 183255 0 0 0 PART I, LINE 3 IN SETTING CEO COMPENSATION, THE BOARD ENGAGED AN INDEPENDENT CONSULTANT / EXECUTIVE SEARCH FIRM WHO REVIEWED COMPARABLE SALARIES FROM OTHER NONPROFIT 990'S AND SALARY SURVEY DATA. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT BY EMAIL TO THE TREASURER AND BOARD CHAIR FOR REVIEW AND COMMENT ON BEHALF OF THE GOVERNING BODY. REVIEW IS VERIFIED BY EMAIL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH BOARD MEMBER OF MISSION INVESTORS EXCHANGE 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. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS COMPARABILITY DATA AND ITS APPROVAL IS REQUIRED FOR CEO/EXECUTIVE DIRECTOR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND GOVERNING/ORGANIZING DOCUMENTS CAN BE PROVIDED IN THE OFFICE, ON A CD, OR THROUGH EMAIL UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC (AND RECUSALS ARE RECORDED IN THE BOARD MEETING MINUTES). FORM 990, PART IX, LINE 11G MANAGEMENT AND GENERAL EXPENSES: PROGRAM SERVICE EXPENSES 422,084. MANAGEMENT AND GENERAL EXPENSES 104,383. FUNDRAISING EXPENSES 38,088. TOTAL EXPENSES 564,555.