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MISSION INVESTORS EXCHANGE INC.

Company Details

Name: MISSION INVESTORS EXCHANGE INC.
Jurisdiction: New York
Legal type: FOREIGN NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 30 Oct 2017 (7 years ago)
Entity Number: 5225828
ZIP code: 12207
County: New York
Place of Formation: Delaware
Address: 80 STATE STREET, ALBANY, NY, United States, 12207

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MISSION INVESTORS EXCHANGE RETIREMENT PLAN 2023 475593271 2024-07-11 MISSION INVESTORS EXCHANGE, INC. 11
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Three-digit plan number (PN) 001
Effective date of plan 2016-01-14
Business code 541990
Sponsor’s telephone number 6464947500
Plan sponsor’s address 105 W. 86TH STREET, #358, NEW YORK, NY, 10024

Signature of

Role Plan administrator
Date 2024-07-11
Name of individual signing MATTHEW ONEK
MISSION INVESTORS EXCHANGE RETIREMENT PLAN 2022 475593271 2023-09-19 MISSION INVESTORS EXCHANGE, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-14
Business code 541990
Sponsor’s telephone number 6464947500
Plan sponsor’s address 105 W. 86TH STREET, #358, NEW YORK, NY, 10024

Signature of

Role Plan administrator
Date 2023-09-19
Name of individual signing MATTHEW ONEK
MISSION INVESTORS EXCHANGE RETIREMENT PLAN 2021 475593271 2022-09-01 MISSION INVESTORS EXCHANGE, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-14
Business code 541990
Sponsor’s telephone number 6464947500
Plan sponsor’s address 105 W. 86TH STREET, #358, NEW YORK, NY, 10024

Signature of

Role Plan administrator
Date 2022-09-01
Name of individual signing MATTHEW ONEK
MISSION INVESTORS EXCHANGE RETIREMENT PLAN 2020 475593271 2021-07-06 MISSION INVESTORS EXCHANGE, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-14
Business code 541990
Sponsor’s telephone number 6464947500
Plan sponsor’s address 417 FIFTH AVENUE, 8TH FLOOR, NEW YORK, NY, 10016

Signature of

Role Plan administrator
Date 2021-07-06
Name of individual signing MATTHEW ONEK
MISSION INVESTORS EXCHANGE RETIREMENT PLAN 2019 475593271 2020-07-09 MISSION INVESTORS EXCHANGE, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-14
Business code 541990
Sponsor’s telephone number 6464947500
Plan sponsor’s address 417 FIFTH AVENUE, 8TH FLOOR, NEW YORK, NY, 10016

Signature of

Role Plan administrator
Date 2020-07-09
Name of individual signing MATTHEW ONEK

DOS Process Agent

Name Role Address
C/O CORPORATION SERVICE COMPANY DOS Process Agent 80 STATE STREET, ALBANY, NY, United States, 12207

History

Start date End date Type Value
2017-10-30 2023-03-30 Address 107 SPRING STREET, SEATTLE, WA, 98104, 1005, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230330004072 2023-03-30 CERTIFICATE OF CHANGE BY ENTITY 2023-03-30
171030000446 2017-10-30 APPLICATION OF AUTHORITY 2017-10-30

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
47-5593271 Corporation Unconditional Exemption 105 W 86TH STREET 358, NEW YORK, NY, 10024-3412 2016-03
In Care of Name % TOMER J INBAR
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Educational Organization, Local Association of Employees, Agricultural Organization, Horticultural Organization, Board of Trade, Business League, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Voluntary Employees' Beneficiary Association (Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Mutual Ditch or Irrigation Co., Burial Association, Cemetery Company, Credit Union, Other Mutual Corp. or Assoc., Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 5,000,000 to 9,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 9240441
Income Amount 4378018
Form 990 Revenue Amount 4378018
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Alliance/Advocacy
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter

Final Letter(s) FinalLetter_47-5593271_MISSIONINVESTORSEXCHANGEINC_11232015_01.tif
FinalLetter_47-5593271_MISSIONINVESTORSEXCHANGEINC_11232015_03.tif
FinalLetter_47-5593271_MISSIONINVESTORSEXCHANGEINC_11232015_02.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name MISSION INVESTORS EXCHANGE INC
EIN 47-5593271
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name MISSION INVESTORS EXCHANGE INC
EIN 47-5593271
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name MISSION INVESTORS EXCHANGE INC
EIN 47-5593271
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name MISSION INVESTORS EXCHANGE INC
EIN 47-5593271
Tax Period 201912
Filing Type P
Return Type 990T
File View File
Organization Name MISSION INVESTORS EXCHANGE INC
EIN 47-5593271
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name MISSION INVESTORS EXCHANGE INC
EIN 47-5593271
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name MISSION INVESTORS EXCHANGE INC
EIN 47-5593271
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name MISSION INVESTORS EXCHANGE INC
EIN 47-5593271
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name MISSION INVESTORS EXCHANGE INC
EIN 47-5593271
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name MISSION INVESTORS EXCHANGE INC
EIN 47-5593271
Tax Period 201512
Filing Type E
Return Type 990EZ
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9748107709 2020-05-01 0202 PPP 417 Fifth Avenue, New York, NY, 10016-2246
Loan Status Date 2021-05-15
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 195800
Loan Approval Amount (current) 195800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 317954
Servicing Lender Name Newtek Small Business Finance, Inc.
Servicing Lender Address 1981 Marcus Avenue, LAKE SUCCESS, NY, 11042
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address New York, NEW YORK, NY, 10016-2246
Project Congressional District NY-12
Number of Employees 11
NAICS code 523910
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 317954
Originating Lender Name Newtek Small Business Finance, Inc.
Originating Lender Address LAKE SUCCESS, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 197540.44
Forgiveness Paid Date 2021-04-15

Date of last update: 07 Mar 2025

Sources: New York Secretary of State