MISSION INVESTORS EXCHANGE INC (EIN 475593271) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

MATTHEW ONEK

Phone

6467808771

Tax Period

2023-01-01 to 2023-12-31

MISSION INVESTORS EXCHANGE INC, founded in 2015, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.4M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.4M, a strong 31% operating margin.

Mission

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,068,914

Program Service Revenue $1,250,159

Investment Income $58,945

Other Revenue $0

TOTAL REVENUE $4,378,018

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,061,793

Fundraising Expenses $154,061

Program Expenses $1,736,982

Other Expenses $945,836

TOTAL EXPENSES $3,007,629

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,378,018	$5,523,951	-0.2%
Expenses	$3,007,629	$3,467,387	-0.1%
Net Income	$1,370,389	$2,056,564	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$347,199

Total Directors

$347,199

Key Employees

$714,788

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW ONEK	PRESIDENT & CEO	40.00	Officer Director	$321,725	$25,474	$347,199
CHRISTINE LOONEY	VICE CHAIR	0.50	Officer Director	$0	$0	$0
KENNETH JONES	CHAIR	0.50	Officer Director	$0	$0	$0
CYNTHIA MULLER	TREASURER	0.50	Officer Director	$0	$0	$0
SHANAYSHA SAULS	SECRETARY	0.50	Officer Director	$0	$0	$0
BEN BYNUM	DIRECTOR	0.50	Director	$0	$0	$0
FRANK FERNANDEZ	DIRECTOR	0.50	Director	$0	$0	$0
MARI KURAISHI	DIRECTOR	0.50	Director	$0	$0	$0
DWAYNE MARSHALL	DIRECTOR	0.50	Director	$0	$0	$0
LISA MONTEZ	DIRECTOR	0.50	Director	$0	$0	$0
ELIZABETH PHILLIPS	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN PHINNEY SILVER	DIRECTOR	0.50	Director	$0	$0	$0
DEBRA SCHWARTZ	DIRECTOR	0.50	Director	$0	$0	$0
JAMES WAHLS	SENIOR VP, PROGRAMS	40.00	Key Emp	$218,741	$22,730	$241,471
NICK ALMEIDA	COO	40.00	Key Emp	$254,957	$558	$255,515
MELANIE AUDETTE	SR. VP, MEMBER & PARTNER ENGAGEMENT	40.00	Key Emp	$198,843	$18,959	$217,802
ELIZABETH KATZENBACH	DIRECTOR, FINANCE & OPERATION	40.00	Highest	$124,965	$17,274	$142,239
DANIEL GOLDBERG	DIRECTOR, PROGRAMS	40.00	Highest	$108,973	$19,378	$128,351

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$4,378,018	$3,007,629	$9,240,441	$1,370,389
2022	$5,523,951	$3,467,387	$7,567,685	$2,056,564
2021	$3,429,214	$2,403,981	$5,443,733	$1,025,233
2020	$2,887,083	$2,315,718	$4,508,423	$571,365
2019	$3,058,857	$2,399,374	$3,934,454	$659,483
2018	$2,911,519	$2,909,862	$3,055,430	$1,657

MISSION INVESTORS EXCHANGE INC