Civic Intelligence

Old Southwest Inc

EIN 54-1171833 • 501(c)3 • Roanoke, VA

Profile

Neighborhood preservation & community assistance

641 Walnut Avenue SWRoanoke, VA 24016

www.oldsouthwest.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

79th percentile

27%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

40th percentile

-12%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$77,461

Up $16,524 (+27%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$77,461

No earlier filing loaded for comparison.

Revenue

Down

$27,304

Down $3,620 (-12%) from 2024

Expenses

Down

$10,780

Down $11,006 (-51%) from 2024

Net Income

Up

$16,524

Up $7,386 (+81%) from 2024

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $68,736Liabilities 2011: $2,625Net Assets 2011: $66,1112011Assets 2012: $73,612Liabilities 2012: $2,550Net Assets 2012: $71,0622012Assets 2015: $74,979Liabilities 2015: $2,5502015Assets 2016: $80,042Liabilities 2016: $2,550Net Assets 2016: $77,4922016Assets 2017: $84,661Liabilities 2017: $3,400Net Assets 2017: $81,2612017Assets 2018: $94,644Liabilities 2018: $3,400Net Assets 2018: $91,2442018Assets 2019: $92,373Liabilities 2019: $3,400Net Assets 2019: $88,9732019Assets 2020: $87,151Liabilities 2020: $3,4002020Assets 2021: $69,233Net Assets 2021: $69,2332021Assets 2022: $62,711Net Assets 2022: $62,7112022Assets 2023: $50,028Liabilities 2023: $02023Assets 2024: $60,937Liabilities 2024: $02024Assets 2025: $77,461Net Assets 2025: $77,4612025

Highlighted filing

2025

Assets$77,461
Liabilities-
Net Assets$77,461

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $58,060Expenses 2011: $46,876Net Income 2011: $11,1842011Revenue 2012: $48,414Expenses 2012: $43,463Net Income 2012: $4,9512012Revenue 2015: $29,651Expenses 2015: $30,457Net Income 2015: -$8062015Revenue 2016: $22,978Expenses 2016: $17,915Net Income 2016: $5,0632016Revenue 2017: $25,334Expenses 2017: $21,565Net Income 2017: $3,7692017Revenue 2018: $25,352Expenses 2018: $15,369Net Income 2018: $9,9832018Revenue 2019: $24,987Expenses 2019: $27,258Net Income 2019: -$2,2712019Revenue 2020: $10,162Expenses 2020: $15,384Net Income 2020: -$5,2222020Revenue 2021: $5,159Expenses 2021: $19,677Net Income 2021: -$14,5182021Revenue 2022: $14,560Expenses 2022: $21,082Net Income 2022: -$6,5222022Revenue 2023: $19,923Expenses 2023: $32,606Net Income 2023: -$12,6832023Revenue 2024: $30,924Expenses 2024: $21,786Net Income 2024: $9,1382024Revenue 2025: $27,304Expenses 2025: $10,780Net Income 2025: $16,5242025

Highlighted filing

2025

Revenue$27,304
Expenses$10,780
Net Income$16,524

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$77.5$77.5$27.3$10.8$16.5
2024Summary only. Only limited summary data is available for this year.$60.9$0.00$30.9$21.8$9.14
2023Summary only. Only limited summary data is available for this year.$50.0$0.00$19.9$32.6$12.7
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.7$62.7$14.6$21.1$6.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$69.2$5.16$19.7$14.5
2020Summary only. Only limited summary data is available for this year.$87.2$3.40$10.2$15.4$5.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.4$3.40$89.0$25.0$27.3$2.27
2018Detailed filing. Detailed filing data is available for this year.$94.6$3.40$91.2$25.4$15.4$9.98
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.7$3.40$81.3$25.3$21.6$3.77
2016Detailed filing. Detailed filing data is available for this year.$80.0$2.55$77.5$23.0$17.9$5.06
2015Summary only. Only limited summary data is available for this year.$75.0$2.55$29.7$30.5$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.6$2.55$71.1$48.4$43.5$4.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.7$2.63$66.1$58.1$46.9$11.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Jul 17, 2025
Return Version
2024v5.0
Gross Receipts
$29,713
Mission and Program Overview

Mission

Neighborhood preservation & community assistance

Program Services

DescriptionGrantsExpenses
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.-$5,969
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.-$2,746
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.-$2,065
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARA BECKERDirectorPT$0--
TERRY MCGUIREVice-PresidePT$0--
SIMON MITCHELL-WOLFPresidentPT$0--
BILL DANDRIDGEDirectorPT$0--
RICHARD NORMANDDirectorPT$0--
ANN MARIE DRAKEDirectorPT$0--
DAVID JEAVONSTreasurerPT$0--
SHIRLEY POSSDirectorPT$0--
MARY ANNE MATHERSecretaryPT$0--
LYNN SPENODirectorPT$0--
LISETTE STONEDirectorPT$0--
STEPHANIE BILBREYDirectorPT$0--
JULIA GALEDirectorPT$0--
MARY GALEDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Old Southwest Inc
EIN
54-1171833
Phone
5403438794
Address
641 WALNUT AVENUE SW, ROANOKE, VA 24016

Signing Officer

Name
David Jeavons
Title
Treasurer
Phone
5403438794
Signed
2025-07-17

Preparer

Firm
Anderson & Reed Llp
Address
1515 FRANKLIN RD SW, ROANOKE, VA 24016-5206
Preparer
J David Wright
Phone
5403444333
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expense 2,746 gish house expense 5,039 public events 875 enviro, parks, greenspace 1,190 total 9,850

Form 990-ez, Part III, Line 28

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.

Form 990-ez, Part III, Line 29

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.

Form 990-ez, Part III, Line 30

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.

Raw XML Appendix202 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 2,746 GISH HOUSE EXPENSE 5,039 PUBLIC EVENTS 875 ENVIRO, PARKS, GREENSPACE 1,190 TOTAL 9,850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEIGHBORHOOD 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEIGHBORHOOD 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNITY 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 30
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID JEAVONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05403438794
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD SOUTHWEST INC
ReturnHeader/Filer/BusinessNameControlTxt0OLDS
ReturnHeader/Filer/EIN0541171833
ReturnHeader/Filer/PhoneNum05403438794
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ReturnHeader/Filer/USAddress/CityNm0ROANOKE
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ReturnHeader/Filer/USAddress/ZIPCd024016
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540617257
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON & REED LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROANOKE
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ReturnHeader/PreparerPersonGrp/PhoneNum05403444333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J DAVID WRIGHT
ReturnHeader/ReturnTs02025-07-22T11:15:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
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