Civic Intelligence

Socrates Academy Parent-Faculty Involvement Association

990EZ • Fiscal year 2024 • EIN 20-3757620

Aug 01, 2023 to Jul 31, 2024 • Filed on Sep 10, 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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2024 filings • NTEE B94 • <$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 / AssetsScore unavailable

Assets

Down

$32,748

Down $3,406 (-9.4%) from 2013

Net Assets

$32,748

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$57,321

Up $13,704 (+31%) from 2013

Expenses

Up

$35,662

Up $7,235 (+25%) from 2013

Net Income

Up

$21,659

Up $6,469 (+43%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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: $20,780Net Assets 2025: $20,7802025

Highlighted filing

2024

Assets$32,748
Liabilities-
Net Assets$32,748
Open 2024 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: $30,260Expenses 2025: $42,228Net Income 2025: -$11,9682025

Highlighted filing

2024

Revenue$57,321
Expenses$35,662
Net Income$21,659
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Sep 10, 2025
Return Version
2023v6.0
Gross Receipts
$76,703
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.-$10,704
Legacy Spirit Wear Sales-$6,527
Compensation and Service Providers
Top Officer Pay99th 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--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Thankful Meals$11,302$11,302$11,046$256
Fall Festival$6,703$6,703-$6,703
Total Events$18,005$18,005$12,855$5,150
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
2025-09-10
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 $176”

Other Expenses.1

“Book Fair $10704”

Other Expenses.2

“Staff Appreciation $7071”

Other Expenses.3

“Socrates Foundation Donations $5000”

Other Expenses.4

“Enrichment and Educational $4670”

Other Expenses.5

“PFI Operations $3753”

Other Expenses.6

“Elementary Expenses $1933”

Other Expenses.7

“student and Family Engagement $970”

Other Expenses.8

“Event Expenses $595”

Other Expenses.9

“Field Trip Fund $452”

Other Expenses.10

“Middle School Engagement $235”

Other Expenses.11

“Other Expenses $70”

Other Expenses.12

“Bank Charges $30”

Other Expenses.13

“Licenses and Permits $3”

Other Assets.1010

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

Total Liabilities.1

“Other Liabilities - Beginning $875 Other Liabilities - Ending $0”

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014163
IRS990EZ/OtherExpensesTotalAmt035662
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010704
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035782
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Book Fair $10704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Appreciation $7071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Socrates Foundation Donations $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Enrichment and Educational $4670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PFI Operations $3753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Elementary Expenses $1933
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7student and Family Engagement $970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Event Expenses $595
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Middle School Engagement $235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Other Expenses $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank Charges $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Licenses and Permits $3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vani Craven
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Socrates Academy Parent Faculty
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Involvement Association
ReturnHeader/Filer/BusinessNameControlTxt0SOCR
ReturnHeader/Filer/EIN0203757620
ReturnHeader/Filer/PhoneNum07043211711
ReturnHeader/Filer/USAddress/AddressLine1Txt03909 Weddington Road
ReturnHeader/Filer/USAddress/CityNm0Matthews
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561688300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foard and Company PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01347 Harding Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028204
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02025-09-10T10:36:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$32,748
Liabilities
-
Net assets
$32,748
Revenue
$57,321
Expenses
$35,662
Net income
$21,659
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