2017-11-15T19:23:12-06:00 2016-12-31 910189318 Moss Adams LLP 3121 W March Ln Ste 200 Stockton CA 952192367 990 2016-01-01 475593271 Mission Investors Exchange Inc MISS 6465685885 1133 Ave of the Americas Suite 2200 New York NY 10036 Matthew Onek President & CEO 6465685885 2017-11-15 1 Tracy S Paglia P00366884 2099556100 2017-11-15 12.129.7.100 2017-11-15 19:21:20 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BE861C6778D90A5D3E7861ABDDE45BE6309F51A4 2016 2021-01-29 14:40:06Z X Matthew Onek 1133 Ave of the Americas Suite 2200 New York NY 10036 2236911 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. 4 3 5 0 0 0 70000 1744800 0 491599 0 512 0 0 70000 2236911 0 0 0 0 0 585460 0 0 0 30 943535 30 1528995 69970 707916 69970 1485052 0 98801 69970 1386251 X see schedule oMission 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 764172 0 491599 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 educational programs such as conferences and trainings. 764172 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 5 1 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X PAUL VELASKI 6504505400 2440 WEST EL CAMINO REAL SUITE 300 Mountain View CA 940401498 Stuart Comstock-Gay Chair/ Director 2.00 X X 0 0 0 Brinda Ganguly Treasurer/Director 2.00 X X 0 0 0 Tracy Kartye Secretary/Director 2.00 X X 0 0 0 Matthew Onek President & CEO/ Director 40.00 X X 231061 0 10095 231061 0 10095 1 0 1 0 Next Street Financial LLC 184 Dudley Street Suite 200 Roxbury MA 02119 Advisory Services 163000 1 1744800 1744800 National CoNference 900099 458699 458699 Events and Seminars 900099 32900 32900 491599 512 512 2236911 491599 0 512 X 241155 106441 134714 335618 148135 187483 8687 8687 12007 12007 42365 42365 354029 112651 241378 7369 5742 1627 13506 11761 1745 2897 134 2763 34058 34058 38648 27923 10725 349469 348725 744 19990 19990 3654 3654 Dues and Memberships 1711 803 908 Program Expenses 1000 1000 62832 857 61975 1528995 764172 764823 0 69970 354810 0 1100512 0 6797 117276 94343 0 22933 69970 1485052 0 98801 0 98801 X 69970 1386251 69970 1386251 69970 1485052 707916 608365 0 X 0 1 X 1 0 X 70000 1744800 1814800 70000 1744800 1814800 775512 1039288 512 512 491559 491559 2306871 X Part II, 2015 column The 2015 year represents the short period from 11/3/15 - 12/31/15. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 117276 94343 22933 22933 X 2236911 0 2236911 0 2236911 1528995 0 1528995 0 1528995 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 0 0 0 0 0 0 0 0 0 Matthew Onek President & CEO/ Director 231061 0 0 0 0 0 0 0 10095 0 241156 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 placed on A secured web site or sent by email for THE governing body to review and comment ON. 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 REVIEW 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 Consultants : Program service expenses 112,651. Management and general expenses 241,378. Fundraising expenses 0. Total expenses 354,029.