irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $1.19MWEB 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.
- #2 $32KRESEARCH - 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.
named programs · 4 · from sources
What they call their work
Bridge Loans: Short-Term Financing, Long-Term Impact
Virtual event series exploring the role of bridge loans in impact investing and how they enable long-term social and environmental outcomes.
MIE Member Gatherings
Hosts regular in-person and virtual gatherings for members by focus area, including family foundations, community foundations, and health investors, to share best practices and innovations in impact investing.
Mission Investing Institute
Annual in-person training program that builds capacity in mission investing for foundation professionals and asset owners.
Research and Publications
Produces and curates research, case studies, and tools on impact investing practices for dissemination to members and the broader field.
activities · 4 groups
What they do
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Professional Networking Events 2 activities
- Capacity building through conferences, institutes, and member gatheringsOrganizes large-scale national conferences, immersive Mission Investing Institutes for early-career professionals, Executive Exchanges, regional member gatherings, and spring family foundation events to foster peer learning and networking in mission investing. The 2026 National Conference was held in Atlanta from April 27–29, convening leaders to discuss community wealth, equitable outcomes, and investing amid uncertainty.
- Virtual education and webinars on impact investing topicsHosts regular virtual events and webinars for members on specific impact investing tools and strategies, including sessions on bridge loans, place-based ecosystems, and collaborative capital deployment. Recordings are made available through an online library for ongoing access.
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Impact Investing Knowledge & Technology Platforms 2 activities
- Provision of member resources and toolkits for impact investingProvides a comprehensive suite of practical resources to support foundation practitioners, including RFP templates for investment advisors, role-mapping guides for economic change, starter guides for first-time impact investors, case studies, deal information, and curated resource libraries accessible via a members-only portal.
- Publication and dissemination of research on impact investingConducts and publishes original research, white papers, and foundational resources to advance the field of mission investing, including work on catalytic capital for local news (with MacArthur Foundation), definitions of key terms, beginner guides, strategy compilations from peers, and conceptual frameworks such as intentionality in impact investing.
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Member-Exclusive Resource Access 1 activity
- Hosting conference-related content and archivesMaintains an online repository of past conference materials, including plenary session recordings, essays, and presentations from National Conferences (e.g., 2020, 2024, 2026) and Mission Investing Institutes (e.g., 2023), enabling continued access and learning for members.
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Organizational Newsletter Production and Distribution 1 activity
- Member communications and newsletter productionProduces and distributes a monthly newsletter featuring interviews with field leaders, member thought leadership, program updates, new member spotlights, and insights on impact investing in philanthropy to over 250 foundation members.
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financials · form 990 · fy2024
revenue
Total revenue$4.10M
Contributions & grants$1.64M40%
Program service revenue$2.20M54%
Investment income$227K6%
Other revenue$23K
expenses
Total expenses$4.62M
Program expenses72%
Admin / overhead25%
Fundraising2%
Salaries & benefits$2.76M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$8.75M
Cash$7.67M
Investments$0
Liabilities$814K
Net assets$7.94M
Liquid reserves19.9 mo
4 years on record · 2020–2024 · YoY revenue -6.4%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 8
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| MATTHEW ONEK | PRESIDENT & CEO | 40 | $377K |
| NICK ALMEIDA | COO | 40 | $260K |
| JAMES WAHLS | SENIOR VP, PROGRAMS | 40 | $249K |
| MELANIE AUDETTE | SR. VP, MEMBER & PARTNER ENG. | 40 | $223K |
| JENNIFER TRIVELLI SR DIRECTOR | COMMUNICATION & MARKETING | 40 | $160K |
| ELIZABETH KATZENBACH SR | DIRECTOR, FINANCE & OPERATIONS | 40 | $156K |
| DANIEL GOLDBERG | DIRECTOR, PROGRAMS | 40 | $136K |
| OBI ASIAMA | DIRECTOR, MEMBER | 40 | $134K |
board members · 12
- BEN BYNUM — DIRECTOR
- CHRISTINE LOONEY — VICE CHAIR
- CYNTHIA MULLER — TREASURER
- DEBRA SCHWARTZ — DIRECTOR
- DWAYNE MARSHALL — DIRECTOR
- ELIZABETH PHILLIPS — DIRECTOR
- FRANK FERNANDEZ — SECRETARY AS OF 5/24
- KENNETH JONES CHAIR UNTIL — 5/24; DIRECTOR AS OF 5/24
- LISA MONTEZ — DIRECTOR
- MARI KURAISHI — DIRECTOR
- SHANAYSHA SAULS SECRETARY — UNTIL 5/24; CHAIR AS OF 5/24
- SUSAN PHINNEY SILVER — DIRECTOR
relationships · 74
Who they work with
- Albuquerque Community Foundation Partner — Partner organization participating in MIE’s programming on place-based impact investing.
- Annie E. Casey Foundation Network — Member organization of Mission Investors Exchange
- Bader Philanthropies Network — Featured as a member organization in the network
- Bader Philanthropies Partner — Collaborates with or includes Bader Philanthropies as a partner in impact investing initiatives.
- Bader Philanthropies Partner — Featured as a member organization supporting MIE's work.
- Bill & Melinda Gates Foundation Partner — Sustaining member providing leadership and financial support to grow the impact investing field.
- Builders Initiative (Builders Vision) Partner — Sustaining member supporting the development and expansion of the impact investing ecosystem.
- Cargill Network — Member organization of Mission Investors Exchange
- Cargill Partner — Collaborates with or includes Cargill as a partner in impact investing initiatives.
- Cargill Partner — Displayed as a partner organization on the Mission Investors Exchange website
- Community Foundation Partner — Includes community foundations as part of its event audience and member engagement.
- Community Foundation for Greater Atlanta Partner — Sustaining member contributing to the growth of impact investing through leadership and funding.
- Conrad N. Hilton Foundation Partner — Sustaining member advancing the impact investing field through dedicated support.
- Doris Duke Foundation (DDF) Partner — Sustaining member providing leadership and resources to strengthen impact investing initiatives.
- Ford Foundation Partner — Sustaining member committed to expanding the reach and effectiveness of impact investing.
- Gates Foundation Network — Member organization of Mission Investors Exchange
- Heron Foundation Network — Featured as a member organization in the network
- Heron Foundation Partner — Collaborates with or includes Heron Foundation as a partner in impact investing initiatives.
- Impact Entrepreneur Partner — Acted as a media partner to highlight themes from the MIE 2026 National Conference, including the use of risk as a catalytic asset in impact investing.
- ImpactAlpha Partner — Collaborated as a media partner to cover and amplify insights from the MIE 2026 National Conference.
- Jessie Ball duPont Fund Partner — Sustaining member supporting Mission Investors Exchange in building the impact investing field.
- John D. and Catherine T. MacArthur Foundation Network — Featured as a member organization in the network
- John D. and Catherine T. MacArthur Foundation Partner — Featured as a member organization supporting MIE's work.
- Kellogg Foundation Network — Member of Mission Investors Exchange network
- Kind Foundation Partner — Displayed as a partner organization on the Mission Investors Exchange website
- Kresge Foundation Network — Member of Mission Investors Exchange network
- Kresge Foundation Partner — Collaborates with or includes Kresge Foundation as a partner in impact investing initiatives.
- Kresge Foundation Partner — Displayed as a partner organization on the Mission Investors Exchange website
- Lumina Foundation Partner — Sustaining member helping to enhance the platform and services for impact investors.
- MacArthur Foundation Network — Member of Mission Investors Exchange network
+ 44 more
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Collaborative Knowledge Production and Disseminationmethodology: knowledge_aggregation_and_disseminationBy generating, curating, and widely disseminating research, tools, and case studies, we build field-wide capacity for impact investing because accessible, high-quality knowledge lowers barriers to entry and strengthens practice across diverse institutions.
- Peer Network Facilitation for Field Advancementmethodology: peer_network_facilitationBy creating structured opportunities for peer learning and collaboration among philanthropic leaders, we accelerate the adoption of mission investing because shared trust and collective problem-solving lead to faster innovation and replication of effective practices.
- Place-Based Ecosystem Buildingmethodology: place-based_impact_investingBy focusing on place-based strategies that strengthen local intermediaries and community-centered systems, we generate deeper community impact because locally rooted capital ecosystems are better positioned to address specific structural gaps and sustain long-term change.