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SOCRATES ACADEMY PARENT-FACULTY INVOLVEMENT ASSOCIATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SOCRATES ACADEMY PARENT-FACULTY INVOLVEMENT ASSOCIATION (EIN 20-3757620)
Tax period
2023-08-01 to 2024-07-31
Filed
2025-09-10
IRS object ID
202542539349200734
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-10T10:36:20-07:00ReturnTs
Tax Period End2024-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561688300PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foard and Company PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11347 Harding PlaceAddressLine1Txt
CityCharlotteCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28204ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203757620EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Socrates Academy Parent FacultyBusinessNameLine1Txt
Business Name Line2Involvement AssociationBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOCRBusinessNameControlTxt
Phone7043211711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13909 Weddington RoadAddressLine1Txt
CityMatthewsCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVani CravenPersonNm
Person TitleCo-PresidentPersonTitleTxt
Signature2025-09-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTerry W LancasterPreparerPersonNm
PTINP00096087PTIN
Phone7043721515PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresshttps://www.socratesacademy.usWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$76,703GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$35,782ContributionsGiftsGrantsEtcAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$23,005FundraisingGrossIncomeAmt
Special Events Direct Expenses$12,855SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$10,150SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$17,916GrossSalesOfInventoryAmt
Cost Of Goods Sold$6,527CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$11,389GrossProfitLossSlsOfInvntryAmt
Total Revenue$57,321TotalRevenueAmt
Other Expenses Total$35,662OtherExpensesTotalAmt
Total Expenses$35,662TotalExpensesAmt
Excess Or Deficit For Year$21,659ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$11,089NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$32,748NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$11,964BOYAmt
EOY$18,585EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
EOY$14,163EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,964BOYAmt
EOY$32,748EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$875BOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$11,089BOYAmt
EOY$32,748EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeOur 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, andPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
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
FieldValueIRS element (for citing)
Total Program Service Expenses$17,231TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Anna Lunan
Co-President15.00$0
Vani Craven
Co-President15.00$0
Melissa Frazier
Secretary2.00$0
Elizabeth Godwin
Treasurer4.00$0
Nishaan Eswein
Director2.00$0
Dina Nomikos
Director3.00$0
Georgia Zavalis
Director3.00$0
Sarah Cash
Director4.00$0
Kimberly Gray
Director2.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonVani CravenPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15533 Meadow Haven LaneAddressLine1Txt
CityCharlotteCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28270ZIPCd
FieldValueIRS element (for citing)
Phone7043211711PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,965CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,581CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,033CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,387CurrentTaxYearMinus1YearAmt
Current Tax Year$35,782CurrentTaxYearAmt
Total$100,748TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,965CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,581CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,033CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,387CurrentTaxYearMinus1YearAmt
Current Tax Year$35,782CurrentTaxYearAmt
Total$100,748TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$100,748PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$100,748TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Thankful MealsEvent1Nm
Gross Receipts Event1$11,302GrossReceiptsEvent1Amt
Gross Revenue Event1$11,302GrossRevenueEvent1Amt
Other Direct Expenses Event1$11,046OtherDirectExpensesEvent1Amt
Event2Fall FestivalEvent2Nm
Gross Receipts Event2$6,703GrossReceiptsEvent2Amt
Gross Revenue Event2$6,703GrossRevenueEvent2Amt
Rent Facility Costs Event2$1,809RentFacilityCostsEvent2Amt
Gross Receipts Total$18,005GrossReceiptsTotalAmt
Gross Revenue Total Events$18,005GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$1,809RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$11,046OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$12,855DirectExpenseSummaryEventsAmt
Net Income Summary$5,150NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1001Advertising and Promotion $176
Other Expenses.1Book Fair $10704
Other Expenses.2Staff Appreciation $7071
Other Expenses.3Socrates Foundation Donations $5000
Other Expenses.4Enrichment and Educational $4670
Other Expenses.5PFI Operations $3753
Other Expenses.6Elementary Expenses $1933
Other Expenses.7student and Family Engagement $970
Other Expenses.8Event Expenses $595
Other Expenses.9Field Trip Fund $452
Other Expenses.10Middle School Engagement $235
Other Expenses.11Other Expenses $70
Other Expenses.12Bank Charges $30
Other Expenses.13Licenses and Permits $3
Other Assets.1010Inventories - Beginning $0 Inventories - Ending $14163
Total Liabilities.1Other Liabilities - Beginning $875 Other Liabilities - Ending $0

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