Nonprofit · EIN 99-3200566
INVESTORS CIRCLE INC
Also known as INVESTORS CIRCLE
Tax-exempt · WEST LINN, OR 97068
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $93,944 | $68,254 | $25,690 | $30,781 | $6,359 | $25,690 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $40,687
- Membership dues
- $16,808
- Other revenue
- $36,449
Expenses
- Compensation of officers, directors and key employees
- $52,500
- Professional fees and payments to contractors
- $55,500
- Printing, publications and postage
- $89
- Other expenses
- $12,665
- Program services (functional)
- $68,254
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $30,781
- Total liabilities, end of year
- $6,359
- Net assets, end of year
- $25,690
- Cash, savings and investments
- $30,781
- Gross receipts
- $93,944
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Donald Megrath | President & Executive Director | 0 | $35,000 |
| Drew Tulchin | Development Officer | 0 | $17,500 |
| Annarie Lyles | Board Chairperson | 5 | $0 |
| Sunil Desai | Treasurer and Board Member | 0 | $0 |
| Jonathan Scott | Secretary and Board Member | 0 | $0 |
| Eli Fadil | Board Member | 0 | $0 |
| Babbie Jacobs | Board Member | 0 | $0 |
| Diane Keefe | Board Member | 0 | $0 |
| Peter Lupoff | Board Member | 0 | $0 |
| Andrew Porter | Board Member | 0 | $0 |
| Nesha Mutuku | Board Member | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2853 RAWHIDE CT, WEST LINN, OR 97068-2205
- In care of
- % CARE OF MERRITT & MERRITT
- Signed the 990-EZ
- Donald Megrath, President & Executive Director
- Phone
- (503) 819-6902
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 accomplishments
- 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.Expenses $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.Expenses $34,127
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 99-3200566
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X20)
- Assets (IRS master file)
- $30,781
- Income (IRS master file)
- $93,944
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $93,944 | $68,254 | $30,781 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 99-3200566).
Questions about INVESTORS CIRCLE INC
- What is the EIN of INVESTORS CIRCLE INC?
- The employer identification number (EIN) of INVESTORS CIRCLE INC is 99-3200566.
- Is INVESTORS CIRCLE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to INVESTORS CIRCLE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INVESTORS CIRCLE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INVESTORS CIRCLE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INVESTORS CIRCLE INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of INVESTORS CIRCLE INC?
- The 990-EZ for the year ended December 31, 2024 lists 11 people; 2 received compensation from the organization, the highest $35,000 (Donald Megrath, President & Executive Director).
- How much revenue does INVESTORS CIRCLE INC have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $93,944, expenses of $68,254 and total assets of $30,781 at year end.
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