Civic Intelligence

Values Through History

990EZ • Fiscal year 2018 • EIN 76-0623765

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 03, 2018

1419 Sugar Creek BlvdSugar Land, TX 77478

(713) 529-3512

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.86x

Higher debt load relative to assets than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

1.06x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

91st percentile

$18,600

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 29.1% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

35th percentile

-5.4%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

327%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$78,870

Down $4,537 (-5.4%) from 2017

Net Assets

Up

$11,357

Up $15,286 (+389%) from 2017

Liabilities

Down

$67,513

Down $19,823 (-23%) from 2017

Revenue

Up

$63,845

Up $48,898 (+327%) from 2017

Expenses

Up

$48,559

Up $17,474 (+56%) from 2017

Net Income

Up

$15,286

Up $31,424 (+195%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2011: $143,074Liabilities 2011: $122,899Net Assets 2011: $20,1752011Assets 2012: $140,789Liabilities 2012: $110,373Net Assets 2012: $30,4162012Assets 2013: $141,476Liabilities 2013: $116,411Net Assets 2013: $25,0652013Assets 2014: $112,098Liabilities 2014: $89,448Net Assets 2014: $22,6502014Assets 2015: $116,195Liabilities 2015: $109,3282015Assets 2016: $81,212Liabilities 2016: $69,003Net Assets 2016: $12,2092016Assets 2017: $83,407Liabilities 2017: $87,336Net Assets 2017: -$3,9292017Assets 2018: $78,870Liabilities 2018: $67,513Net Assets 2018: $11,3572018Assets 2019: $88,266Liabilities 2019: $96,817Net Assets 2019: -$8,5512019Assets 2020: $74,182Liabilities 2020: $99,647Net Assets 2020: -$25,4652020Assets 2021: $164,839Liabilities 2021: $105,547Net Assets 2021: $59,2922021Assets 2022: $217,772Liabilities 2022: $105,547Net Assets 2022: $112,2252022Assets 2023: $231,594Liabilities 2023: $75,5472023Assets 2024: $194,335Liabilities 2024: $29,056Net Assets 2024: $165,2792024

Highlighted filing

2018

Assets$78,870
Liabilities$67,513
Net Assets$11,357

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $21,492Expenses 2011: $28,709Net Income 2011: -$7,2172011Revenue 2012: $45,598Expenses 2012: $35,357Net Income 2012: $10,2412012Revenue 2013: $37,599Expenses 2013: $42,950Net Income 2013: -$5,3512013Revenue 2014: $38,738Expenses 2014: $41,153Net Income 2014: -$2,4152014Revenue 2015: $32,998Expenses 2015: $48,781Net Income 2015: -$15,7832015Revenue 2016: $52,861Expenses 2016: $47,519Net Income 2016: $5,3422016Revenue 2017: $14,947Expenses 2017: $31,085Net Income 2017: -$16,1382017Revenue 2018: $63,845Expenses 2018: $48,559Net Income 2018: $15,2862018Revenue 2019: $11,585Expenses 2019: $31,493Net Income 2019: -$19,9082019Revenue 2020: $3,563Expenses 2020: $20,477Net Income 2020: -$16,9142020Revenue 2021: $124,571Expenses 2021: $39,814Net Income 2021: $84,7572021Revenue 2022: $96,827Expenses 2022: $43,894Net Income 2022: $52,9332022Revenue 2023: $111,152Expenses 2023: $67,330Net Income 2023: $43,8222023Revenue 2024: $60,356Expenses 2024: $51,124Net Income 2024: $9,2322024

Highlighted filing

2018

Revenue$63,845
Expenses$48,559
Net Income$15,286
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 3, 2018
Return Version
2017v2.2
Gross Receipts
$96,404
Mission and Program Overview

Mission

To bring to life and make relevant the world-changing events, foundational documents, and civic principles that are the bedrock of our nation in a way that inspires greatness, ignites a curiosity for learning, generates respect and responsibility, and unifies Americans through their shared national identity. Values Through History accomplishes its mission through a tightly integrated, upper elementary, total immersion curriculum that covers the people, big ideas, issues, and events of the American Revolution and the civic principles that are the foundation of the nation.

Program Services

DescriptionGrantsExpenses
Values Through History (VTH) created the Why America Is Free Curriculum, a highly successful non-partisan, upper elementary, integrated six-week curriculum correlated to state and national standards. It uses best teaching methods to fully engage all students in dynamic, hands-on, profound learning. It is unparalleled in providing the most comprehensive accurate understanding of the nations founding history, foundational documents, and civic principles. It results in students who unify across cultural and socio-economic divides and gain the tools, knowledge, and inspiration to become people of outstanding character and responsible engaged good citizens. The Why America Is Free Curriculum is now in schools in 15 states, and has reached over 100,000 children. Values Through History (VTH) staff conducts onsite training presentations and workshops to further the success of its curriculum through:Training volunteers to introduce the curriculum to educators and administrators within their areas.Training educators through full day workshops in the implementation of the curriculum.Consulting at schools using the curriculumDocumenting the reports of rising standardized text scores from schools using the curriculum.In lieu of paid reps, VTH is developing a network of volunteers from respected organizations with similar missions to introduce and implement the curriculum across the nation. Volunteers are now established in Alabama, California, Connecticut, Georgia, Oklahoma, North Carolina, South Carolina, Tennessee, Texas, Virginia and Washington. New networks are being formed in Louisiana.Two directors have averaged over 5,000 unpaid hours a year. Another board member has averaged over 2,000 unpaid hours a year. Over 100 volunteers in 10 states have worked hundreds of unpaid hours a year.$23,812-
The Washington-Rochambeau Revolutionary Route and the Franco-American Alliance is a richly illustrated book that brings to life the extraordinary story of the crucial wartime alliance between France and America during the American Revolution. The narrative is keyed to a Fold-out map and further enhanced by a guide for travelers to historic sites along the 9-state National Historic Route that retraces the route of the Allied Forces from Newport to victory in Yorktown. The book was written at the request of the American Society of the French Legion of Honor and the Society of the Cincinnati.$16,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ron SmulcerDirector/OfcPT$18,600-$18,600
Donna PassmoreDirector/OfcFT$0--
Jan SmulcerDirector/OfcFT$0--
John J DouglasDirector-$0--
Martha ErwinDirector-$0--
Helen TaylorDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Values Through History
EIN
76-0623765
Phone
7135293512
Address
1419 Sugar Creek Blvd, Sugar Land, TX 77478

Signing Officer

Name
Ron Smulcer
Title
Director/Ofc
Signed
2018-12-03
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $150

Other Expenses.1002

Office Expenses $1822

Other Expenses.1003

Information Technology $2147

Other Expenses.1005

Travel $8248

Other Expenses.1007

Conferences, Conventions, and Meetings $4140

Other Expenses.1009

Depreciation $406

Other Expenses.2

Licensing fees $1879

Other Expenses.3

Supplies $1493

Other Expenses.4

Other program costs $540

Other Assets.1003

Machinery and Equipment - Beginning $1523 Machinery and Equipment - Ending $1117

Other Assets.1005

Accounts Receivable - Beginning $5250 Accounts Receivable - Ending $680

Other Assets.1010

Inventories - Beginning $36829 Inventories - Ending $38152

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $5146 Prepaid Expenses and Deferred Charges - Ending $4606

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $36835 Accounts Payable and Accrued Expenses - Ending $17628

Total Liabilities.1003

Deferred Revenue - Beginning $49191 Deferred Revenue - Ending $32591

Total Liabilities.1006

Payable to Officers, Directors, Etc. - Beginning $1310 Payable to Officers, Directors, Etc. - Ending $3488

Total Liabilities.1

Consigned textbooks - Beginning $0 Consigned textbooks - Ending $13806

Raw XML Appendix195 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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ReturnHeader/ReturnTs02018-12-03T08:26:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.29$1.65$0.60$0.51$0.09
2023Summary only. Only limited summary data is available for this year.$2.32$0.76$1.11$0.67$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$1.06$1.12$0.97$0.44$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$1.06$0.59$1.25$0.40$0.85
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$1.00$0.25$0.04$0.20$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.97$0.09$0.12$0.31$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.68$0.11$0.64$0.49$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.87$0.04$0.15$0.31$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.69$0.12$0.53$0.48$0.05
2015Summary only. Only limited summary data is available for this year.$1.16$1.09$0.33$0.49$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.89$0.23$0.39$0.41$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$1.16$0.25$0.38$0.43$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$1.10$0.30$0.46$0.35$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$1.23$0.20$0.21$0.29$0.07