MISSION INVESTORS EXCHANGE INC Charity Report

Public IRS 990 nonprofit record

MISSION INVESTORS EXCHANGE INC

EIN 47-5593271 · Alliances & Advocacy - Philanthropy (T01)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $72.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders21 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

81.44%of revenue went to mission work72.3% of expenses · Program services

2.60%of revenue went to fundraising2.3% of expenses

$112.71spent for every $100 of revenueSpending was higher than revenue this year.

28.67%of revenue went to management and office costs25.4% of expenses

$1.90in assets for every $1 spent this yearSome assets cannot be spent right away.

40.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $520,753 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $376,584 for MATTHEW ONEK (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$4,096,010

Mission workProgram services$3,335,85781.44% of revenue72.3% of expenses

ManagementOffice and general costs$1,174,40828.67% of revenue25.4% of expenses

FundraisingAsking for donations$106,4982.60% of revenue2.3% of expenses

Total expenses$4,616,763112.71% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 72.3% mission · 25.4% management · 2.3% fundraisingTotal expenses: 112.71% of revenue

2023Expense mix: 57.8% mission · 37.1% management · 5.1% fundraisingTotal expenses: 68.70% of revenue

2022Expense mix: 71.7% mission · 25.7% management · 2.7% fundraisingTotal expenses: 62.77% of revenue

2021Expense mix: 58.6% mission · 36.1% management · 5.2% fundraisingTotal expenses: 70.10% of revenue

2020Expense mix: 53.6% mission · 40.9% management · 5.5% fundraisingTotal expenses: 80.21% of revenue

2019Expense mix: 49.7% mission · 41.9% management · 8.3% fundraisingTotal expenses: 78.44% of revenue

2018Expense mix: 73.4% mission · 21.1% management · 5.5% fundraisingTotal expenses: 99.94% of revenue

2017Expense mix: 74.9% mission · 18.4% management · 6.7% fundraisingTotal expenses: 60.56% of revenue

Money in and money out

Revenue$4,096,010

Expenses$4,616,763

Annual shortfall $520,753 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,335,857 · 72.3% of expenses

Management and office costs$1,174,408 · 25.4% of expenses

Fundraising$106,498 · 2.3% of expenses

See all reported dollar amounts

Revenue$4,096,010

Expenses$4,616,763

Assets$8,750,729

Income$4,096,010

Contributions$1,643,168

Mission work (program services)$3,335,857

Fundraising$106,498

Management and general$1,174,408

Executive compensation (total)$299,233

Accounting fees$144,321

Investing fees$17,532

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MATTHEW ONEKPRESIDENT & CEO · 40 hrs/week $376,584Base $365,936 · Other $10,648

NICK ALMEIDACOO · 40 hrs/week $260,360Base $260,060 · Other $300

JAMES WAHLSSENIOR VP, PROGRAMS · 40 hrs/week $248,689Base $228,612 · Other $20,077

MELANIE AUDETTESR. VP, MEMBER & PARTNER ENG. · 40 hrs/week $223,463Base $203,992 · Other $19,471

JENNIFER TRIVELLI SR DIRECTORCOMMUNICATION & MARKETING · 40 hrs/week $159,999Base $155,069 · Other $4,930

ELIZABETH KATZENBACH SRDIRECTOR, FINANCE & OPERATIONS · 40 hrs/week $155,900Base $138,699 · Other $17,201

DANIEL GOLDBERGDIRECTOR, PROGRAMS · 40 hrs/week $136,464Base $119,674 · Other $16,790

OBI ASIAMADIRECTOR, MEMBER · 40 hrs/week $133,610Base $120,250 · Other $13,360

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (21)

MATTHEW ONEKPRESIDENT & CEO

NICK ALMEIDACOO

JAMES WAHLSSENIOR VP, PROGRAMS

MELANIE AUDETTESR. VP, MEMBER & PARTNER ENG.

JENNIFER TRIVELLI SR DIRECTORCOMMUNICATION & MARKETING

ELIZABETH KATZENBACH SRDIRECTOR, FINANCE & OPERATIONS

DANIEL GOLDBERGDIRECTOR, PROGRAMS

OBI ASIAMADIRECTOR, MEMBER

SUSAN PHINNEY SILVERDIRECTOR

BEN BYNUMDIRECTOR

SHANAYSHA SAULS SECRETARYUNTIL 5/24; CHAIR AS OF 5/24

MARI KURAISHIDIRECTOR

LISA MONTEZDIRECTOR

KENNETH JONES CHAIR UNTIL5/24; DIRECTOR AS OF 5/24

KENNETH JONES CHAIR UNTIL5

FRANK FERNANDEZSECRETARY AS OF 5/24

ELIZABETH PHILLIPSDIRECTOR

DWAYNE MARSHALLDIRECTOR

DEBRA SCHWARTZDIRECTOR

CYNTHIA MULLERTREASURER

CHRISTINE LOONEYVICE CHAIR

About this charity

Recognized since: January 2016
Location: 105 W 86TH STREET 358, NEW YORK, NY 10024-3412
County: New York
In care of: % TOMER J INBAR
Primary officer: MATTHEW ONEK, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Emailmembership@missioninvestors.org Phone(646) 780-8771

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CBIZ ADVISORS LLC
NTEE classification: Alliances & Advocacy - Philanthropy (T01)
IRS tax category: Alliances & Advocacy - Philanthropy