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SOCRATES ACADEMY PARENT-FACULTY INVOLVEMENT ASSOCIATION: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SOCRATES ACADEMY PARENT-FACULTY INVOLVEMENT ASSOCIATION (EIN 20-3757620)
Tax period
2024-08-01 to 2025-07-31
Filed
2026-03-05
IRS object ID
202630649349200513
Schema version
2024v5.2
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)
Return2026-03-05T06:32:16-08:00ReturnTs
Tax Period End2025-07-31TaxPeriodEndDt

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 Begin2024-08-01TaxPeriodBeginDt

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
Signature2026-03-05SignatureDt
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)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
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$60,658GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$30,052ContributionsGiftsGrantsEtcAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$27,332FundraisingGrossIncomeAmt
Special Events Direct Expenses$16,205SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$11,127SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$3,274GrossSalesOfInventoryAmt
Cost Of Goods Sold$14,193CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$10,919GrossProfitLossSlsOfInvntryAmt
Total Revenue$30,260TotalRevenueAmt
Other Expenses Total$42,228OtherExpensesTotalAmt
Total Expenses$42,228TotalExpensesAmt
Excess Or Deficit For Year-$11,968ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$32,748NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,780NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$18,585BOYAmt
EOY$20,780EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$14,163BOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,748BOYAmt
EOY$20,780EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$32,748BOYAmt
EOY$20,780EOYAmt
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

FieldValueIRS element (for citing)
Description Program Srvc AccomBook Fair:We host the Scholastic Book Fair on campus twice a year with benefits coming in the form of cash and products.DescriptionProgramSrvcAccomTxt
Program Service Expenses$10,840ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$10,840TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Anna Lunan
Co-President15.00$0
Maegen Gonzalez
Co-President15.00$0
Melissa Frazier
Secretary2.00$0
Vani Craven
Co-Treasurer15.00$0
Dhruti Bhatt
Co-Treasurer15.00$0
Dina Nomikos
Director3.00$0
Georgia Zavalis
Director3.00$0
Sarah Cash
Director4.00$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$5,581CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,033CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,387CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,782CurrentTaxYearMinus1YearAmt
Current Tax Year$30,052CurrentTaxYearAmt
Total$124,835TotalAmt

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$5,581CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,033CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,387CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,782CurrentTaxYearMinus1YearAmt
Current Tax Year$30,052CurrentTaxYearAmt
Total$124,835TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$124,835PublicSupportTotal170Amt

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$124,835TotalSupportAmt
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$12,758GrossReceiptsEvent1Amt
Gross Revenue Event1$12,758GrossRevenueEvent1Amt
Other Direct Expenses Event1$12,329OtherDirectExpensesEvent1Amt
Event2Fall FestivalEvent2Nm
Gross Receipts Event2$8,170GrossReceiptsEvent2Amt
Gross Revenue Event2$8,170GrossRevenueEvent2Amt
Rent Facility Costs Event2$3,470RentFacilityCostsEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$6,404GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$6,404GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$406OthDirectExpnssOtherEventsAmt
Gross Receipts Total$27,332GrossReceiptsTotalAmt
Gross Revenue Total Events$27,332GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$3,470RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$12,735OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$16,205DirectExpenseSummaryEventsAmt
Net Income Summary$11,127NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1001Advertising and Promotion $245
Other Expenses.1Book Fair $10840
Other Expenses.2Staff Appreciation $8662
Other Expenses.3Socrates Foundation Donations $6000
Other Expenses.4Enrichment and Educational $5381
Other Expenses.5PFI Operations $4915
Other Expenses.6School Donations $3918
Other Expenses.7student and Family Engagement $952
Other Expenses.8Bank Charges $572
Other Expenses.9Event Expenses $419
Other Expenses.10Elementary Expenses $219
Other Expenses.11Other Expenses $105
Other Assets.1010Inventories - Beginning $14163 Inventories - Ending $0

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