MISSION INVESTORS EXCHANGE INC

EIN: 475593271 501(c)(3) Philanthropy & Grantmaking

NEW YORK, NY

Total Revenue
$4,378,018
Total Expenses
$3,007,629
Total Assets
$9,240,441
Net Assets
$8,399,800
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
DE
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 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 Service Accomplishments

Program 1
Expenses: $851,949 Revenue: $143,259

TRAININGS, NATIONAL CONFERENCE, WORKING GROUPS - MIE ORGANIZES EDUCATIONAL PROGRAMMING SUCH AS TRAININGS, WEBINARS, PEER-TO-PEER LEARNING OPPORTUNITIES, AND A BIANNUAL CONFERENCE.

Program 2
Expenses: $821,725 Revenue: $1,106,900

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...

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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.

Program 3
Expenses: $63,308

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...

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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.

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Trantor Score

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

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

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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
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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
12
Employees
15
Volunteers
12

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
5
$347,199
Total Directors
13
$347,199
Key Employees
3
$714,788
Highest Compensated
2
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
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