Nonprofit · EIN 54-1171833
OLD SOUTHWEST INC
Tax-exempt · ROANOKE, VA 24016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990-EZ | $27,304 | $10,780 | $16,524 | $77,461 | – | $77,461 |
| January 31, 2024 | 990-EZ | $30,924 | $21,786 | $9,138 | $60,937 | – | $60,937 |
Financial details: 990-EZ for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $6,421
- Program service revenue
- $13,145
- Investment income
- $647
- Net income from fundraising events
- $7,091
Expenses
- Compensation of officers, directors and key employees
- $0
- Occupancy
- $930
- Other expenses
- $9,850
- Program services (functional)
- $10,780
Balance sheet and other
- Total assets, start of year
- $60,937
- Total assets, end of year
- $77,461
- Total liabilities, end of year
- –
- Net assets, end of year
- $77,461
- Cash, savings and investments
- $62,861
- Land and buildings
- $14,600
- Gross receipts
- $29,713
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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARA BECKER | DIRECTOR | 5 | $0 |
| TERRY MCGUIRE | VICE-PRESIDE | 5 | $0 |
| SIMON MITCHELL-WOLF | PRESIDENT | 10 | $0 |
| BILL DANDRIDGE | DIRECTOR | 5 | $0 |
| RICHARD NORMAND | DIRECTOR | 5 | $0 |
| ANN MARIE DRAKE | DIRECTOR | 5 | $0 |
| DAVID JEAVONS | TREASURER | 5 | $0 |
| SHIRLEY POSS | DIRECTOR | 5 | $0 |
| MARY ANNE MATHER | SECRETARY | 5 | $0 |
| LYNN SPENO | DIRECTOR | 5 | $0 |
| LISETTE STONE | DIRECTOR | 5 | $0 |
| STEPHANIE BILBREY | DIRECTOR | 5 | $0 |
| JULIA GALE | DIRECTOR | 5 | $0 |
| MARY GALE | DIRECTOR | 5 | $0 |
990-EZ for the year ended January 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARA BECKER | DIRECTOR | 5 | $0 |
| TERRY MCGUIRE | VICE-PRESIDE | 5 | $0 |
| SIMON MITCHELL-WOLF | PRESIDENT | 10 | $0 |
| BILL DANDRIDGE | DIRECTOR | 5 | $0 |
| RICHARD NORMAND | DIRECTOR | 5 | $0 |
| ANN MARIE DRAKE | DIRECTOR | 5 | $0 |
| DAVID JEAVONS | TREASURER | 5 | $0 |
| SHIRLEY POSS | DIRECTOR | 5 | $0 |
| MARY ANNE MATHER | SECRETARY | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 641 WALNUT AVE SW, ROANOKE, VA 24016-4524
- Mailing address (990-N for 2013)
- 641 WALNUT AVE SW, ROANOKE VA 24016
- Principal officer (990-N for 2013)
- JASON CROMER, 641 WALNUT AVE SW, ROANOKE VA 24016
- Signed the 990-EZ
- DAVID JEAVONS, TREASURER
- Phone
- (540) 343-8794
- Website
- http://www.oldsouthwest.org/
- Return prepared by
- ANDERSON & REED LLP
Mission
NEIGHBORHOOD PRESERVATION & COMMUNITY ASSISTANCE
Program accomplishments
- NEIGHBORHOOD RESIDENT EDUCATION AND ADVOCACY - NEWSLETTER CIRCULATION, 6/YEAR X 500 MAILINGS, CONDUCT HISTORIC HOLIDAY PARLOR TOUR, APPROXIMATE PARTICIPATION 1000/YEAR. WORK WITH LOCAL AND STATE GOVERNMENT TO PROMOTE SOCIAL PROGRAMS AND COMBAT COMMUNITY DETERIORATION.Expenses $2,746
- NEIGHBORHOOD PRESERVATION ACTIVITIES & AWARENESS - MAINTAIN HISTORIC ALEXANDER GISH HOUSE (1830) AS COMMUNITY CENTER AND MEETING HOUSE. PROMOTE AND ASSIST HOMEOWNERS IN OBTAINING INFORMATION ON THE OLD SOUTHWEST ROANOKE HISTORIC DISTRICT AND ARCHITECTURAL REVIEW BOARD PROCESS.Expenses $5,969
- COMMUNITY EVENTS AND SOCIAL PARTICIPATION - HOLD NEIGHBORHOOD SAFETY AWARENESS EVENTS AND OTHER NEIGHBORHOOD WIDE ACTIVITIES TO PROMOTE RESIDENT RELATIONS. OLD SOUTHWEST, INC. WAS RECOGNIZED BOTH AT THE STATE AND NATIONAL LEVELS IN 2008 FOR ITS ACHIEVEMENTS IN THIS AREA.Expenses $2,065
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-EZ on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-EZ on file |
IRS record
- EIN
- 54-1171833
- 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
- 1982
- Accounting year ends
- January
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $77,461
- Income (IRS master file)
- $29,713
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | January 2025 | $27,304 | $10,780 | $77,461 | XML |
| 990-EZ | January 2024 | $30,924 | $21,786 | $60,937 | XML |
| 990-EZ | January 2023 | – | – | – | IRS |
| 990-EZ | January 2022 | – | – | – | IRS |
| 990-EZ | January 2021 | – | – | – | IRS |
| 990-EZ | January 2019 | – | – | – | IRS |
| 990-EZ | January 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: JASON CROMER | January 31, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
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 54-1171833).
Questions about OLD SOUTHWEST INC
- What is the EIN of OLD SOUTHWEST INC?
- The employer identification number (EIN) of OLD SOUTHWEST INC is 54-1171833.
- Is OLD SOUTHWEST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to OLD SOUTHWEST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OLD SOUTHWEST INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of OLD SOUTHWEST INC due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OLD SOUTHWEST INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended January 2025.
- Who is the principal officer of OLD SOUTHWEST INC?
- The 990-N for 2013 names JASON CROMER.
- Who are the officers and directors of OLD SOUTHWEST INC?
- The 990-EZ for the year ended January 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does OLD SOUTHWEST INC have?
- On its 990-EZ for the year ended January 31, 2025 it reported revenue of $27,304, expenses of $10,780 and total assets of $77,461 at year end.
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