Civic Intelligence

Finsiders Inc

EIN 82-5089246 • Charlotte, NC

3115 Westfield RdCharlotte, NC 28209
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$4,618

Down $4,225 (-48%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$4,618

Down $4,225 (-48%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1 (-100%) from 2023

Expenses

Up

$4,225

Up $574 (+16%) from 2023

Net Income

Down

-$4,225

Down $575 (-16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2022: $12,494Liabilities 2022: $1Net Assets 2022: $12,4942022Assets 2023: $8,843Liabilities 2023: $1Net Assets 2023: $8,8432023Assets 2024: $4,618Liabilities 2024: $0Net Assets 2024: $4,6182024

Highlighted filing

2024

Assets$4,618
Liabilities$0
Net Assets$4,618
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$5.0K$0-$5.0KRevenue 2022: $1Expenses 2022: $1,641Net Income 2022: -$1,6402022Revenue 2023: $1Expenses 2023: $3,651Net Income 2023: -$3,6502023Revenue 2024: $0Expenses 2024: $4,225Net Income 2024: -$4,2252024

Highlighted filing

2024

Revenue$0
Expenses$4,225
Net Income-$4,225
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,618
Liabilities
$0
Net assets
$4,618
Revenue
$0
Expenses
$4,225
Net income
-$4,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.00$4.23$4.23
2023Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.00$3.65$3.65
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.00$1.64$1.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUBREY HAWESPresident-$0--
RAMY SERAGELDINVice Preside-$0--
SETH TWERYMember-$0--
GREG LLOYDSecretary-$0--
DAN ROSELLIMember-$0--
KEVIN O'DELLMember-$0--
MARK WOOLLENTreasurer-$0--
DOUG NEALMember-$0--
TERESA BURTONMember-$0--
Filing and Contact Details

Filer

Filer Name
Finsiders Inc
EIN
82-5089246
Phone
7042815024
Address
3115 WESTFIELD RD, CHARLOTTE, NC 28209

Signing Officer

Name
Mark Woollen
Title
Treasurer
Phone
7042815024
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Stell CPA Pllc
Address
1927 S TRYON ST STE 106, CHARLOTTE, NC 28203
Preparer
Svitlana M Loomis CPA
Phone
7046312000
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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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01927 S TRYON ST STE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028203
ReturnHeader/PreparerPersonGrp/PhoneNum07046312000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SVITLANA M LOOMIS CPA
ReturnHeader/ReturnTs02025-11-17T09:23:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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