Civic Intelligence

Socrates Academy Parent-Faculty Involvement Association

990EZ • Fiscal year 2025 • EIN 20-3757620

Aug 01, 2024 to Jul 31, 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

9th percentile

-40%

Higher net margin than 9% of similar nonprofits.

2025 filings • NTEE B94 • <$500k nonprofits • Source year 2025

Top Officer Pay

100th percentile

$0

Higher top officer pay than 100% of similar nonprofits.

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

2025 filings • NTEE B94 • <$500k nonprofits • Source year 2025

Asset Growth

9th percentile

-37%

Faster asset growth than 9% of similar nonprofits.

2025 filings • NTEE B94 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-47%

Faster revenue growth than 10% of similar nonprofits.

2025 filings • NTEE B94 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,780

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

Net Assets

Down

$20,780

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

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

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

Historical Trend

Balance Sheet Trend

Asset Growth9th 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: $20,780Net Assets 2025: $20,7802025

Highlighted filing

2025

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

Operations Trend

Revenue Growth10th percentile

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

2025

Revenue$30,260
Expenses$42,228
Net Income-$11,968
Open 2025 Filing
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 Pay100th 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Vani Craven
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sarah Cash
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Book Fair $10840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Appreciation $8662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Socrates Foundation Donations $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Enrichment and Educational $5381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PFI Operations $4915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Donations $3918
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7student and Family Engagement $952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Charges $572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Event Expenses $419
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vani Craven
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-05
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/ReturnTs02026-03-05T06:32:16-08:00
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
$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