Civic Intelligence

Socrates Academy Parent-Faculty Involvement Association

990EZ • Fiscal year 2025 • EIN 20-3757620

Aug 01, 2024 to Jul 31, 2025 • Filed on Sep 05, 2025

Organization Profilewww.socratesacademy.us
3909 Weddington RoadMatthews, NC 28105

(704) 321-1711

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2025 filings • 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

$0

Down $32,748 (-100%) from 2024

Net Assets

Down

$18,585

Down $14,163 (-43%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

-$14,163

Down $71,484 (-125%) from 2024

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$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: $0Net Assets 2025: $18,5852025Assets 2025: $20,780Net Assets 2025: $20,7802025

Highlighted filing

2025

Assets$0
Liabilities-
Net Assets$18,585
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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: -$14,1632025Revenue 2025: $30,260Expenses 2025: $42,228Net Income 2025: -$11,9682025

Highlighted filing

2025

Revenue-$14,163
Expenses-
Net Income-
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Sep 5, 2025
Return Version
2024v5.2
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.--
Legacy Spirit Wear Sales--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna LunanCo-PresidentPT$0--
Vani CravenCo-PresidentPT$0--
Melissa FrazierSecretary-$0--
Elizabeth GodwinTreasurer-$0--
Nishaan EsweinDirector-$0--
Dina NomikosDirector-$0--
Georgia ZavalisDirector-$0--
Sarah CashDirector-$0--
Kimberly GrayDirector-$0--
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
2025-09-05
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 Assets.1010

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

Raw XML Appendix145 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/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anna Lunan
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melissa Frazier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Elizabeth Godwin
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dina Nomikos
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sarah Cash
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014163
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Legacy Spirit Wear Sales
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalRevenueAmt0-14163
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt035782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt032387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021033
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt094783
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt094783
IRS990ScheduleA/TotalSupportAmt094783
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Inventories - Beginning $14163 Inventories - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1010
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Socrates Academy Parent Faculty
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Involvement Association
ReturnHeader/Filer/BusinessNameControlTxt0SOCR
ReturnHeader/Filer/EIN0203757620
ReturnHeader/Filer/PhoneNum07043211711
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02025-09-05T12:08:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
-
Net assets
$18,585
Revenue
-$14,163
Expenses
-
Net income
-
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
2025Detailed filing. Detailed filing data is available for this year.$0.00$18.6$14.2
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