Civic Intelligence

Socrates Academy Parent Faculty Involvement Association

EIN 20-3757620 • 501(c)3 • Matthews, NC

Pub. 78 Eligible990-N CoverageNTEE B94

Profile

Our mission is to provide opportunities to connect our school staff, scholars' families, and the community. We host events to raise money for on campus enrichments, supplement field trip expenses for scholars, provide materials for teachers, and

3909 Weddington RoadMatthews, NC 28105

www.socratesacademy.us

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

Score unavailable

No value available

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

Source year 2025

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

NTEE B • <$500k nonprofits • Source year 2025

Asset Growth

7th percentile

-100%

Faster asset growth than 7% of similar nonprofits.

NTEE B • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,780

Down $11,968 (-37%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$20,780

Down $11,968 (-37%) from 2024

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$30,260

Down $27,061 (-47%) from 2024

Expenses

Up

$42,228

Up $6,566 (+18%) from 2024

Net Income

Down

-$11,968

Down $33,627 (-155%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$40K$30K$20K$10K$0Assets 2011: $20,175Liabilities 2011: $02011Assets 2012: $21,556Liabilities 2012: $2002012Assets 2013: $36,154Liabilities 2013: $02013Assets 2024: $32,748Net Assets 2024: $32,7482024Assets 2025: $20,780Net Assets 2025: $20,7802025

Highlighted filing

2025

Assets$20,780
Liabilities-
Net Assets$20,780
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2011: $26,403Expenses 2011: $19,634Net Income 2011: $6,7692011Revenue 2012: $41,146Expenses 2012: $40,071Net Income 2012: $1,0752012Revenue 2013: $43,617Expenses 2013: $28,427Net Income 2013: $15,1902013Revenue 2024: $57,321Expenses 2024: $35,662Net Income 2024: $21,6592024Revenue 2025: $30,260Expenses 2025: $42,228Net Income 2025: -$11,9682025

Highlighted filing

2025

Revenue$30,260
Expenses$42,228
Net Income-$11,968
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,780
Liabilities
-
Net assets
$20,780
Revenue
$30,260
Expenses
$42,228
Net income
-$11,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.8$20.8$30.3$42.2$12.0
2024Detailed filing. Detailed filing data is available for this year.$32.7$32.7$57.3$35.7$21.7
2013Summary only. Only limited summary data is available for this year.$36.2$0.00$43.6$28.4$15.2
2012Summary only. Only limited summary data is available for this year.$21.6$0.20$41.1$40.1$1.08
2011Summary only. Only limited summary data is available for this year.$20.2$0.00$26.4$19.6$6.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Mar 5, 2026
Return Version
2024v5.2
Gross Receipts
$60,658
Mission and Program Overview

Mission

Our mission is to provide opportunities to connect our school staff, scholars' families, and the community. We host events to raise money for on campus enrichments, supplement field trip expenses for scholars, provide materials for teachers, and

Program Services

DescriptionGrantsExpenses
Book Fair:We host the Scholastic Book Fair on campus twice a year with benefits coming in the form of cash and products.-$10,840
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna LunanCo-PresidentPT$0--
Maegen GonzalezCo-PresidentPT$0--
Melissa FrazierSecretary-$0--
Vani CravenCo-TreasurerPT$0--
Dhruti BhattCo-TreasurerPT$0--
Dina NomikosDirector-$0--
Georgia ZavalisDirector-$0--
Sarah CashDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Thankful Meals$12,758$12,758$12,329$429
Fall Festival$8,170$8,170-$8,170
Total Events$27,332$27,332$16,205$11,127
Filing and Contact Details

Filer

Filer Name
Socrates Academy Parent Faculty
EIN
20-3757620
Phone
7043211711
Address
3909 Weddington Road, Matthews, NC 28105

Signing Officer

Name
Vani Craven
Title
Co-President
Signed
2026-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $245”

Other Expenses.1

“Book Fair $10840”

Other Expenses.2

“Staff Appreciation $8662”

Other Expenses.3

“Socrates Foundation Donations $6000”

Other Expenses.4

“Enrichment and Educational $5381”

Other Expenses.5

“PFI Operations $4915”

Other Expenses.6

“School Donations $3918”

Other Expenses.7

“student and Family Engagement $952”

Other Expenses.8

“Bank Charges $572”

Other Expenses.9

“Event Expenses $419”

Other Expenses.10

“Elementary Expenses $219”

Other Expenses.11

“Other Expenses $105”

Other Assets.1010

“Inventories - Beginning $14163 Inventories - Ending $0”

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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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-05
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Involvement Association
ReturnHeader/Filer/BusinessNameControlTxt0SOCR
ReturnHeader/Filer/EIN0203757620
ReturnHeader/Filer/PhoneNum07043211711
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ReturnHeader/Filer/USAddress/CityNm0Matthews
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02026-03-05T06:32:16-08:00
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ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. NTEE B94 • <$500k nonprofits