Nonprofit · EIN 93-4560908
ICI SOUTHWEST
Tax-exempt · AUSTIN, TX 78701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $153,000 | $72,968 | $80,032 | $80,032 | $0 | $80,032 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $153,000
- Membership dues
- $153,000
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $554
- Program services (functional)
- $72,414
- Management and general (functional)
- $554
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $80,032
- Total liabilities, end of year
- $0
- Net assets, end of year
- $80,032
- Gross receipts
- $153,000
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2023
- State of legal domicile
- TX
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT ORR | BOARD MEMBER Trustee or director | 0 | $0 |
| GEORGE MAGERA | BOARD MEMBER Trustee or director | 0 | $0 |
| DANIEL JON BECKMAN | BOARD MEMBER Trustee or director | 0 | $0 |
| JEFFREY DALE STRICKLAND II | PRESIDENT Officer | 0 | $0 |
| HALIE DANIELS | SECRETARY Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 502 W 13TH ST, AUSTIN, TX 78701-1827
- Mailing address (990-N for 2023)
- 502 W 13th St, Austin TX 78701
- Principal officer (990 for 2024)
- JERRY DALE STRICKLAND II, 502 WEST 13TH STREET, AUSTIN, TX 78701
- Principal officer (990-N for 2023)
- Jerry Strickland, 10816 Sky Rock Drive, Austin TX 78739
- Signed the 990
- JERRY DALE STRICKLAND II, DIRECTOR
- Phone
- (202) 659-6776
- Return prepared by
- GAFFEY DEANE & TALLEY PLLC
Mission
SEE SCHEDULE OICI SW COSIGNED SEVERAL LETTERS TO REGULATORY AGENCIES, CONSISTENT WITH ITS MISSION OF REPRESENTING THE ASSET MANAGEMENT INDUSTRY FOR THE ULTIMATE BENEFIT OF LONG-TERM INDIVIDUAL INVESTORS, DURING THE YEAR. THESE ARE LISTED ON THE WEBSITE (HTTPS://WWW.ICISOUTHWEST.ORG/), WHICH IS ALSO MAINTAINED AS A SERVICE TO MEMBERS.
Program accomplishments
- ICI SW COSIGNED SEVERAL LETTERS TO REGULATORY AGENCIES, CONSISTENT WITH ITS MISSION OF REPRESENTING THE ASSET MANAGEMENT INDUSTRY FOR THE ULTIMATE BENEFIT OF LONG-TERM INDIVIDUAL INVESTORS, DURING THE YEAR. THESE ARE LISTED ON THE WEBSITE (HTTPS://WWW.ICISOUTHWEST.ORG/), WHICH IS ALSO MAINTAINED AS A SERVICE TO MEMBERS.Expenses $72,414
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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 93-4560908
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y03)
- Assets (IRS master file)
- $80,032
- Income (IRS master file)
- $153,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $153,000 | $72,968 | $80,032 | XML |
| 990-N for 2023 Officer: Jerry Strickland | December 31, 2023 | ≤ $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 93-4560908).
Questions about ICI SOUTHWEST
- What is the EIN of ICI SOUTHWEST?
- The employer identification number (EIN) of ICI SOUTHWEST is 93-4560908.
- Is ICI SOUTHWEST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2025.
- Are donations to ICI SOUTHWEST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ICI SOUTHWEST 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 ICI SOUTHWEST 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 ICI SOUTHWEST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ICI SOUTHWEST?
- The 990 for the year ended December 31, 2024 names JERRY DALE STRICKLAND II.
- Who are the officers and directors of ICI SOUTHWEST?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does ICI SOUTHWEST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $153,000, expenses of $72,968 and total assets of $80,032 at year end.
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