Civic Intelligence

Investors Circle Inc

EIN 99-3200566 • 501(c)3 • West Linn, OR

Profile

The Corporation is organized exclusively for one or more of the purposes specified in Section 501(c)(3) of the Internal Revenue Code of 1986 to be carried on by a corporation exempt from Federal income tax under I.R.C. Section 501(c)(3) and shall not carry on any activities not permitted to be carried on by a corporation exempt from Federal income tax under I.R.C. Section 501(c)(3) or corresponding provisions of any subsequent Federal tax laws.

2853 Rawhide CtWest Linn, OR 97068

www.investors-circle.org/home

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.21x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

$30,781

No earlier filing loaded for comparison.

Liabilities

$6,359

No earlier filing loaded for comparison.

Net Assets

$25,690

No earlier filing loaded for comparison.

Revenue

$93,944

No earlier filing loaded for comparison.

Expenses

$68,254

No earlier filing loaded for comparison.

Net Income

$25,690

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2024: $30,781Liabilities 2024: $6,359Net Assets 2024: $25,6902024

Highlighted filing

2024

Assets$30,781
Liabilities$6,359
Net Assets$25,690

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2024: $93,944Expenses 2024: $68,254Net Income 2024: $25,6902024

Highlighted filing

2024

Revenue$93,944
Expenses$68,254
Net Income$25,690

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.8$6.36$25.7$93.9$68.3$25.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.1
Gross Receipts
$93,944
Mission and Program Overview

Mission

The Corporation is organized exclusively for one or more of the purposes specified in Section 501(c)(3) of the Internal Revenue Code of 1986 to be carried on by a corporation exempt from Federal income tax under I.R.C. Section 501(c)(3) and shall not carry on any activities not permitted to be carried on by a corporation exempt from Federal income tax under I.R.C. Section 501(c)(3) or corresponding provisions of any subsequent Federal tax laws.

Program Services

DescriptionGrantsExpenses
1. Network Formation and Maintenance: Investors Circle is growing a network of early-stage funders and advisors (including individual angel investors, family offices, small venture funds, CDFIs, and small foundations). ? In 2024 Investors Circle (IC) grew from only 4 legacy lifetime members to a total of 33 total members at the end of 2024. ? Brought on a total of 8 donors (not counting dozens of those that made very small ?donations? to attend certain live IC gatherings) ? Brought on 2 paid IC sponsors and over a dozen in-kind sponsors. ? Were able to transition a small volunteer staff to a modestly paid contract parttime staff team, including our Executive Director/President, with several additional volunteer contributors of their time and talent to the work of IC.-$34,127
2. Connection Forum: We connect these funders/advisors to entrepreneurs via various virtual and in-person meetings and educational offerings. ? In 2024 Investors Circle (IC) provided a platform for 26 companies and their entrepreneur founders to present their stories and impact investment opportunities for potential funding by angel investors at our meetings in 2024, a portion of which obtained funding from the independent investor parties that attend our virtual national meetings. Investors Circle provided a platform for these companies without any monetary fee to them to present at our virtual events, because we feel that these companies should preserve their available capital for other uses and we do this because we are a non-profit and have other ways to support our work financially. In addition IC community members have contributed a significant (but unmeasured) amount of time and talent to coach and otherwise help these start-up companies and their leaders in 2024. ? 118 people have attended our regular national monthly meetings in 2024, from June when we held our first meeting as an independent organization through December, of which 36 were presenting company people or non-sponsor speakers. ? We expanded the IC working groups by adding the Investors Circle Cleantech Circle (ICCC), which the IC board approved to move forward with at the end of 2024 as part of our work in 2025. The ICCC effort helps IC broaden our community outreach without requiring investor commitments from our group alone (in fact, it broadens potential investor commitments to dozens of investor groups) ? Investor and entrepreneur education is part of IC?s work. In 2024 we had 5 special speakers at several of our regular monthly meetings. ? In addition, IC has sponsored or co-sponsored quarterly or more frequent live meetings providing education and community networking relating to impact investment. Locations in 2024 included New York City, San Francisco California and Denver, Colorado.-$34,127
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald MegrathPresident & Executive Director-$35,000-$35,000
Drew TulchinDevelopment Officer-$17,500-$17,500
Annarie LylesBoard ChairpersonPT$0--
Sunil DesaiTreasurer And Board Member-$0--
Jonathan ScottSecretary And Board Member-$0--
Eli FadilBoard Member-$0--
Babbie JacobsBoard Member-$0--
Diane KeefeBoard Member-$0--
Peter LupoffBoard Member-$0--
Andrew PorterBoard Member-$0--
Nesha MutukuBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Investors Circle Inc
EIN
99-3200566
Phone
5038196902
Address
2853 Rawhide Ct, West Linn, OR 97068

Signing Officer

Name
Donald Megrath
Title
President & Executive Director
Phone
5038196902
Signed
2025-11-15
Supplemental Narrative

Additional Explanations

Part I Line 8

Transferred assets from Social Venture Network and American Sustainable Business Network (ASBN) post the separation of Investors Circle (IC) as a program of ASBN to a separate entity from ASBN in May 2024 when IC became an independent entity. - 36449

Part I Line 16

Bank charges: $115; Insurance: $1,213; Marketing Expenses: $2,100; Meeting Catering: $1,976; Software subscriptions: $1,282; Supplies: $49; Travel expenses: $5,930 (which includes $330 of travel-related meals). Total = $12,665 - 12665

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt01. Network Formation and Maintenance: Investors Circle is growing a network of early-stage funders and advisors (including individual angel investors, family offices, small venture funds, CDFIs, and small foundations). ? In 2024 Investors Circle (IC) grew from only 4 legacy lifetime members to a total of 33 total members at the end of 2024. ? Brought on a total of 8 donors (not counting dozens of those that made very small ?donations? to attend certain live IC gatherings) ? Brought on 2 paid IC sponsors and over a dozen in-kind sponsors. ? Were able to transition a small volunteer staff to a modestly paid contract parttime staff team, including our Executive Director/President, with several additional volunteer contributors of their time and talent to the work of IC.
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