INVESTORS CIRCLE INC

As filed

Subsection

03

NTEE code

X20

Classification

1237

Street

2853 RAWHIDE CT

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• 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

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $93,944

  Expenses

  $68,254

  Contributions

  $40,687

  Grants paid

  — not reported

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• AMERICAN SUSTAINABLE BUSINESS INSTITUTE INC

  $227,591

  2024 · General Assistance

Other IRS files