Civic Intelligence

Values Through History

990EZ • Fiscal year 2024 • EIN 76-0623765

Aug 01, 2023 to Jul 31, 2024 • Filed on Jun 09, 2025

4899 Montrose Blvd 1814Houston, TX 77006

(713) 529-3512

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.15x

Higher debt load relative to assets than 82% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.48x

Higher debt load relative to revenue than 92% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$24,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 39.8% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

27th percentile

-16%

Faster asset growth than 27% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-46%

Faster revenue growth than 12% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$194,335

Down $37,259 (-16%) from 2023

Net Assets

$165,279

No earlier filing loaded for comparison.

Liabilities

Down

$29,056

Down $46,491 (-62%) from 2023

Revenue

Down

$60,356

Down $50,796 (-46%) from 2023

Expenses

Down

$51,124

Down $16,206 (-24%) from 2023

Net Income

Down

$9,232

Down $34,590 (-79%) from 2023

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

2024

Assets$194,335
Liabilities$29,056
Net Assets$165,279

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

2024

Revenue$60,356
Expenses$51,124
Net Income$9,232
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 9, 2025
Return Version
2023v6.0
Gross Receipts
$60,591
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 and accurate understanding of the nation's 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.$0$39,209
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 historical 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.$0$5,036
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ron SmulcerDirector/CFOFT$24,000-$24,000
Donna PassmoreDirector/Co-FounderFT$0--
Jan SmulcerDirector/Co-FounderFT$0--
Helen TaylorDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Values Through History
EIN
76-0623765
Phone
7135293512
Address
4899 Montrose Blvd 1814, Houston, TX 77006

Signing Officer

Name
Ron Smulcer
Title
Director/CFO
Phone
7135293512
Signed
2025-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 7 - Sales of Inventory

Income: Gross Receipts: 600. Returns and Allowances: 0. Less Cost of Goods Sold: 235. Gross Profit: 365. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 0. Cost of Labor: 0. Materials and Supplies: 235. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 235. Total to Form 990-EZ, line 14: 7,415.

Form 990-EZ, Part I, Line 14

Description: Depreciation. Amount: 1,663. Description: Other Expenses. Amount: 5,752.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Information technology. Amount: 4,147. Description: Insurance. Amount: 680. Description: Membership dues. Amount: 326. Description: Travel. Amount: 2,703. Description: Office expenses. Amount: 2,009. Total to Form 990-EZ, line 16: 9,865.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Inventories. Beg. of Year Amount: 32,553. End of Year Amount: 172,218. Description: Prepaid expenses. Beg. of Year Amount: 143,988. End of Year Amount: 6,074. Description: Other Depreciable Assets. Beg. of Year Amount: 5,825. End of Year Amount: 4,163.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Accounts payable. Beg. of Year Amount: 16,676. End of Year Amount: 16,676. Description: Consigned textbooks. Beg. of Year Amount: 8,892. End of Year Amount: 8,892. Description: Deferred revenue. Beg. of Year Amount: 46,491. End of Year Amount: 0. Description: Payable to Officer. Beg. of Year Amount: 3,488. End of Year Amount: 3,488.

Raw XML Appendix178 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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IRS990EZ/PrimaryExemptPurposeTxt0To 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Values 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 and accurate understanding of the nation's 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The 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 historical 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Income: Gross Receipts: 600. Returns and Allowances: 0. Less Cost of Goods Sold: 235. Gross Profit: 365. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 0. Cost of Labor: 0. Materials and Supplies: 235. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 235. Total to Form 990-EZ, line 14: 7,415.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Depreciation. Amount: 1,663. Description: Other Expenses. Amount: 5,752.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Information technology. Amount: 4,147. Description: Insurance. Amount: 680. Description: Membership dues. Amount: 326. Description: Travel. Amount: 2,703. Description: Office expenses. Amount: 2,009. Total to Form 990-EZ, line 16: 9,865.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Inventories. Beg. of Year Amount: 32,553. End of Year Amount: 172,218. Description: Prepaid expenses. Beg. of Year Amount: 143,988. End of Year Amount: 6,074. Description: Other Depreciable Assets. Beg. of Year Amount: 5,825. End of Year Amount: 4,163.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Accounts payable. Beg. of Year Amount: 16,676. End of Year Amount: 16,676. Description: Consigned textbooks. Beg. of Year Amount: 8,892. End of Year Amount: 8,892. Description: Deferred revenue. Beg. of Year Amount: 46,491. End of Year Amount: 0. Description: Payable to Officer. Beg. of Year Amount: 3,488. End of Year Amount: 3,488.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 7 - Sales of Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Ron Smulcer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director/CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum07135293512
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Values Through History
ReturnHeader/Filer/BusinessNameControlTxt0VALU
ReturnHeader/Filer/EIN0760623765
ReturnHeader/Filer/PhoneNum07135293512
ReturnHeader/Filer/USAddress/AddressLine1Txt04899 Montrose Blvd 1814
ReturnHeader/Filer/USAddress/CityNm0Houston
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ReturnHeader/Filer/USAddress/ZIPCd077006
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
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ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Murphy
ReturnHeader/ReturnTs02025-06-09T16:49:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits