Civic Intelligence

Old Southwest Inc.

990EZ • Fiscal year 2020 • EIN 54-1171833

Feb 01, 2019 to Jan 31, 2020 • Filed on Dec 10, 2020

641 Walnut Avenue SWRoanoke, VA 24016

(540) 343-8794

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

0.33x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

12th percentile

-51%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-5.7%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-59%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Flat

$87,151

Flat from 2020

Net Assets

$83,751

No earlier filing loaded for comparison.

Liabilities

Flat

$3,400

Flat from 2020

Revenue

Flat

$10,162

Flat from 2020

Expenses

Flat

$15,384

Flat from 2020

Net Income

Flat

-$5,222

Flat from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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: $3,400Net Assets 2020: $83,7512020Assets 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

2020

Assets$87,151
Liabilities$3,400
Net Assets$83,751

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 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

2020

Revenue$10,162
Expenses$15,384
Net Income-$5,222
Jump To
Filing Snapshot
Filing Period
Feb 1, 2019 to Jan 31, 2020
Signed
Dec 10, 2020
Return Version
2019v5.0
Gross Receipts
$22,928
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.-$9,123
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.-$3,964
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.-$2,297
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY JO GALESecretaryPT$0--
JAN KEISTERDirectorPT$0--
FRANCES MCNULTYPresidentPT$0--
LIZA HARTDirectorPT$0--
PHILIP MORGANDirectorPT$0--
HAL IRVINDirectorPT$0--
ROBERT WIRSIGTreasurerPT$0--
JULIE GALEDirectorPT$0--
TIM TAYLORVice PresidePT$0--
JOE KRAFTDirectorPT$0--
JIM HAYNESDirectorPT$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
Robert Wirsig
Title
Treasurer
Phone
5403438794
Signed
2020-12-10

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 1,581 gish house expense 9,064 public events 2,297 training/conferences 2,306 miscellaneous 77 total 15,325

Form 990-ez, Part II, Line 26

Other liabilities 3,400 3,400

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015325
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NEIGHBORHOOD PRESERVATION & COMMUNITY ASSISTANCE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NEIGHBORHOOD 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03964
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012766
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2953
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03400
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/WebsiteAddressTxt0WWW.OLDSOUTHWEST.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05543
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08455
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IRS990ScheduleA/InvestmentIncomePYPct00.31000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0129906
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 1,581 GISH HOUSE EXPENSE 9,064 PUBLIC EVENTS 2,297 TRAINING/CONFERENCES 2,306 MISCELLANEOUS 77 TOTAL 15,325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER LIABILITIES 3,400 3,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEIGHBORHOOD 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/ExplanationTxt3NEIGHBORHOOD 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/ExplanationTxt4COMMUNITY 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 II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WIRSIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05403438794
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD SOUTHWEST INC
ReturnHeader/Filer/BusinessNameControlTxt0OLDS
ReturnHeader/Filer/EIN0541171833
ReturnHeader/Filer/PhoneNum05403438794
ReturnHeader/Filer/USAddress/AddressLine1Txt0641 WALNUT AVENUE SW
ReturnHeader/Filer/USAddress/CityNm0ROANOKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024016
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0955CB8D08727CBDE22D777C49FEDBA31C0C63404
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B2015E3EED63F284F58456996F383E6E22C1721F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.190.203.27
ReturnHeader/FilingSecurityInformation/IPDt02020-12-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:17:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540617257
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON & REED LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01515 FRANKLIN RD SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROANOKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0240165206
ReturnHeader/PreparerPersonGrp/PhoneNum05403444333
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J DAVID WRIGHT
ReturnHeader/ReturnTs02020-12-15T13:17:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-02-01
ReturnHeader/TaxPeriodEndDt02020-01-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2020Detailed filing. Detailed filing data is available for this year.$87.2$3.40$83.8$10.2$15.4$5.22
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