2026-09-14T19:30:48+00:00 2025-10-31 415375658 CROWE ADVISORY LLC 5810 TENNYSON PARKWAY SUITE 450 PLANO TX 750244112 990 2024-11-01 751855620 MOMENTOUS INSTITUTE MOME 2149154700 106 E 10TH ST DALLAS TX 75203 TERI ISAACS COO 2149445716 2026-09-15 true true AMY BELLANCA P01572961 2147775200 2026-09-15 2024 JESSICA GOMEZ 106 E 10TH ST DALLAS TX 75203 18768953 false X WWW.MOMENTOUSINSTITUTE.ORG X 1932 TX TO PROVIDE PROGRAM SERVICES TO SUPPORT THE EDUCATIONAL AND MENTAL HEALTH SERVICES FOR CHILDREN AND THEIR FAMILIES. 27 27 149 392 0 14740660 17999714 600569 525055 105407 215046 29138 15446636 18768953 246431 241761 0 10520341 11014304 0 755890 5764129 5180489 16530901 16436554 -1084265 2332399 12729822 15037436 508511 537781 12221311 14499655 X MOMENTOUS INSTITUTE IS DEDICATED TO INNOVATIVE MENTAL HEALTH SERVICES, EDUCATION, AND PROFESSIONAL TRAINING TO STRENGTHEN CHILDREN, FAMILIES, AND COMMUNITIES, AND ENVISIONS A WORLD OF EMOTIONALLY THRIVING PEOPLE REACHING THEIR FULL POTENTIAL. FOUNDED IN 1920 BY SALESMANSHIP CLUB OF DALLAS, MOMENTOUS INSTITUTE HAS BEEN A PIONEER IN STRENGTHS- AND SYSTEMS-BASED YOUTH MENTAL HEALTH TREATMENT, TODAY PROVIDING NEARLY 13,000 SESSIONS OF PSYCHOTHERAPY AND PARENT EDUCATION TO OVER 2,500 CHILDREN AND FAMILIES EACH YEAR. SINCE 1997, THE ORGANIZATION HAS ALSO OPERATED A NATIONALLY RECOGNIZED LOCAL ELEMENTARY SCHOOL WITH 248 STUDENTS THAT INTEGRATES MENTAL HEALTH CONCEPTS WITH RICH ACADEMIC INSTRUCTION, LEADING TO EXCEPTIONAL LONG-TERM STUDENT OUTCOMES. false false 5600356 201734 374910 MOMENTOUS SCHOOL- MOMENTOUS SCHOOL INTEGRATES MENTAL HEALTH CONCEPTS WITH RICH ACADEMIC INSTRUCTION, LEADING TO EXCEPTIONAL LONG-TERM STUDENT OUTCOMES. IT PROVIDES HIGH-QUALITY PRE-KINDERGARTEN, CHILDREN AGES 3 YEARS OLD THROUGH FIFTH GRADE EDUCATION FOCUSED ON BUILDING STRONG EMOTIONAL AND ACADEMIC SKILLS FOR LONG-TERM SUCCESS. MOMENTOUS SCHOOL'S CULTURE OF CREATING A POSITIVE STUDENT-CENTERED ENVIRONMENT BASED ON SAFE RELATIONSHIPS REMAINED AT THE CORE OF ALL PRACTICES THROUGHOUT THE SCHOOL YEAR. TEACHERS CONTINUED TO TRAIN ON UNDERSTANDING THE IMPACT OF TRAUMA ON THE BRAIN LEARNING HOW TO RECOGNIZE SYMPTOMS OF TRAUMA AND USING STRATEGIES TO HELP CHILDREN SELF-REGULATE AND BUILD PERSISTENCE. 5446970 40027 70206 MENTAL HEALTH SERVICES- PROVIDES STRENGTHS- AND SYSTEMS-BASED YOUTH MENTAL HEALTH TREATMENT, TODAY PROVIDING NEARLY 13,000 SESSIONS OF PSYCHOTHERAPY AND PARENT EDUCATION TO OVER 2,500 CHILDREN AND FAMILIES EACH YEAR. HIGH-QUALITY, TRAUMA INFORMED CARE IS AT THE CORE OF EVERYTHING WE DO AT MOMENTOUS INSTITUTE. EACH YEAR, OUR TEAM CONTINUED TO PROVIDE HOLISTIC, LOW BARRIER MENTAL HEALTH SERVICES FOCUSED ON SYSTEMIC CARE, RELATIONSHIPS, AND STRENGTH-BASED INTERVENTIONS. WE INTENTIONALLY OFFER THESE SERVICES IN-PERSON OR VIRTUALLY, THROUGH A VARIETY OF TREATMENT APPROACHES INCLUDING INDIVIDUAL, FAMILY, GROUP, OR PLAY. 1394505 0 109077 PROFESSIONAL TRAINING - MOMENTOUS INSTITUTE'S PROFESSIONAL TRAINING PROGRAMS PROVIDE TANGIBLE, PROVEN STRATEGIES FOR IMPLEMENTING MENTAL HEALTH INFORMED LEARNING TO ENHANCE THE MENTAL HEALTH OF A CHILD OR ADULTS WORKING WITH CHILDREN THROUGH VIRTUAL, ON-DEMAND AND IN-PERSON TRAINING SESSIONS. OUR TEAM CONTINUOUSLY STRIVES TO CHAMPION MENTAL HEALTH INFORMED SOCIAL EMOTIONAL LEARNING BY DIRECTLY SERVING ADULT PROFESSIONALS WHO WORK TO IMPROVE THE ACADEMIC SUCCESS AND OVERALL WELL-BEING OF CHILDREN TYPICALLY BEYOND OUR REACH. OVER THE PAST 15 YEARS, MOMENTOUS INSTITUTE HAS STRATEGICALLY INVESTED IN TRAINING, COACHING, AND CONSULTATION OF OVER 3,000 PROFESSIONALS EACH YEAR. OUR EXPERT TEAM PROVIDES EVIDENCE-BASED CONTENT, TRAINING, AND CONSULTATION TO PROMOTE YOUTH MENTAL HEALTH IN BOTH SCHOOL AND OUT-OF-SCHOOL SETTINGS, WHILE ALSO SUPPORTING THE MENTAL WELL-BEING OF ADULTS, INCLUDING PARENTS, CAREGIVERS, EDUCATORS, YOUTH PROFESSIONALS, AND WORKPLACE LEADERS. OUR FLAGSHIP PRODUCT, THE MENTAL HEALTH-INFORMED CHANGEMAKERS SOCIAL EMOTIONAL LEARNING CURRICULUM FOR PRE-K THROUGH 5TH GRADE, IS NATIONALLY ACCLAIMED, FULLY ACCREDITED AND USED IN 34 STATES ACROSS THE U.S., AS WELL AS IN ARGENTINA, BRAZIL, CANADA, GERMANY, INDIA, TURKEY, VIETNAM AND ZAMBIA, IMPACTING MORE THAN 80,000 STUDENTS ANNUALLY WORLDWIDE. 807497 0 0 RESEARCH - MOMENTOUS INSTITUTE IS PASSIONATE ABOUT INVESTING IN RESEARCH TO DIRECTLY REACH MORE CHILDREN WITH TRAUMA-INFORMED STRATEGIES THAT STRENGTHEN SOCIAL EMOTIONAL HEALTH. EACH YEAR, MOMENTOUS INSTITUTE FOLLOWS MOMENTOUS SCHOOL STUDENTS' LONG-TERM TRAJECTORIES AND TRACKS IMPROVEMENTS IN THE SOCIAL EMOTIONAL HEALTH OF THERAPY CLIENTS AND PARENT EDUCATION PARTICIPANTS. THE SCHOLARSHIP PROGRAM PROVIDES FINANCIAL AND MENTORING SUPPORT FOR FORMER MOMENTOUS SCHOOL STUDENTS AND MENTAL HEALTH SERVICES CLIENTS AS THEY PURSUE POST-SECONDARY EDUCATION. PROGRAM RESULTS AND OUTCOMES ARE REPORTED AND ANALYZED ANNUALLY WITH THE PROGRAM DEVELOPMENT AND EVALUATION COMMITTEE AND THEN WITH THE BOARD OF DIRECTORS. 807497 13249328 true true false false false false false false false false true false false true false true true true false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false false false true 74 0 true 149 true false false false false false false false false false false false false X 27 27 false false false false false true false true false false false false true true true true true true true true false false X DR JESSICA GOMEZ 2149445816 106 E 10TH ST DALLAS TX 752032296 COLE EVANS SECRETARY (AS OF 10/16/2025) 1.0 0 X X 0 0 0 HARDIN RAMEY VICE CHAIRMAN (THRU 10/16/2025), CHAIRMAN 1.0 1.0 X X 0 0 0 JASON KULAS VICE CHAIRMAN (AS OF 10/16/2025) 1.0 0 X X 0 0 0 KEITH WAGGONER TREASURER (AS OF 10/16/2025) 1.0 0 X X 0 0 0 KELVIN SELLERS SECRETARY (THRU 10/16/2025) 1.0 0 X X 0 0 0 MARCUS E KNIGHT CHAIRMAN (THRU 10/16/2025) 1.0 1.0 X X 0 0 0 MICHAEL ALCANTAR TREASURER (THRU 10/16/2025) 1.0 0 X X 0 0 0 ANDY SMITH DIRECTOR (AS OF 10/16/2025) 1.0 0 X 0 0 0 ANTHONY DONA IMMEDIATE PAST CHAIRMAN 1.0 0 X 0 0 0 BILL VANDERSTRAATEN DIRECTOR (THRU 10/16/2025) 1.0 0 X 0 0 0 BLAKE H ESTESS DIRECTOR 1.0 0 X 0 0 0 BRAD SELNER DIRECTOR 1.0 0 X 0 0 0 BRIAN FICKE DIRECTOR (THRU 10/16/2025) 1.0 0 X 0 0 0 BROCK BAILEY DIRECTOR (AS OF 10/16/2025) 1.0 0 X 0 0 0 C PRICE WAGNER DIRECTOR (AS OF 10/16/2025) 1.0 1.0 X 0 0 0 CASEY GURGANUS DIRECTOR (AS OF 10/16/2025) 1.0 0 X 0 0 0 CONNIE O'NEILL DIRECTOR (THRU 10/16/2025) 1.0 0 X 0 0 0 DAVID TABOR DIRECTOR 1.0 0 X 0 0 0 FRANKIE BASSO DIRECTOR (AS OF 10/16/2025) 1.0 1.0 X 0 0 0 GUY KERR DIRECTOR (THRU 10/16/2025) 1.0 0 X 0 0 0 JAE ELLIS DIRECTOR 1.0 0 X 0 0 0 JEFFREY T ECKERT DIRECTOR (AS OF 10/16/2025) 1.0 1.0 X 0 0 0 JIM L LOZIER JR DIRECTOR (THRU 10/16/2025) 1.0 8.0 X 0 0 0 JOE EASTIN DIRECTOR 1.0 0 X 0 0 0 JOSEPH LORETTO DIRECTOR (THRU 10/16/2025) 1.0 0 X 0 0 0 JOSEPH MERRITT DIRECTOR (THRU 10/16/2025) 1.0 0 X 0 0 0 KELVIN WALKER DIRECTOR (THRU 10/16/2025) 1.0 0 X 0 0 0 LANCE ETCHEVERRY DIRECTOR 1.0 0 X 0 0 0 LEONOR MARQUEZ DIRECTOR (THRU 10/16/2025) 1.0 0 X 0 0 0 LINDA EVANS DIRECTOR 1.0 0 X 0 0 0 MARK GEHLBACH DIRECTOR (THRU 10/16/2025) 1.0 1.0 X 0 0 0 MIKE GOLDMAN DIRECTOR 1.0 0 X 0 0 0 NELSON DEVEGA DIRECTOR 1.0 0 X 0 0 0 PAYNE LANCASTER DIRECTOR (THRU 10/16/2025) 1.0 1.0 X 0 0 0 RAFAEL MAYA DIRECTOR (AS OF 1/10/2025) 1.0 0 X 0 0 0 RICHARD EMERY DIRECTOR 1.0 0 X 0 0 0 RICHARD KRUMHOLZ DIRECTOR (AS OF 10/16/2025) 1.0 0 X 0 0 0 ROBERT ENGSTROM DIRECTOR (AS OF 10/16/2025) 1.0 0 X 0 0 0 ROBERT SMITH DIRECTOR (AS OF 10/16/2025) 1.0 0 X 0 0 0 RYAN MOSS DIRECTOR (THRU 10/16/2025) 1.0 0 X 0 0 0 SEAN ALLEN DIRECTOR 1.0 0 X 0 0 0 VANCE GILMORE DIRECTOR 1.0 0 X 0 0 0 BRANDON R BOOKER SR. DIRECTOR OF FINANCE 8.0 24.0 X 0 183336 24492 JESSICA GOMEZ PSYD LP EXECUTIVE DIRECTOR 40.0 0 X 317547 0 32401 ANDREW HAGMAN MED PRINCIPAL, MOMENTOUS SCHOOL 40.0 0 X 150613 0 21657 LAURA VOGEL PHD LP DIRECTOR OF MENTAL HEALTH SERVICES 40.0 0 X 160287 0 13860 ROBIN DOEDEN DIRECTOR OF DEVELOPMENT & STRATEGIC PARTNERSHIPS 40.0 0 X 157513 0 25302 TINA ROBERTSON DIRECTOR OF CLINICAL TRAINING (END: 8/15/2024) 40.0 0 X 152091 0 13919 ALINA RAMIREZ-PONCE PHD LCSW-S DIRECTOR OF CHILD & FAMILY THERAPY 40.0 0 X 114118 0 29149 FRED LINES MS LPC-S NATURE BASE SERVICES DIRECTOR 40.0 0 X 121879 0 22394 MARJORIE GUL NURSE PRACTITIONER 40.0 0 X 128692 0 4430 MICHIKO OTSUKI PHD DIRECTOR OF RESEARCH & EVALUATION 40.0 0 X 113680 0 47947 S PAUL HENRY IT DIRECTOR 40.0 0 X 122685 0 14471 1539105 183336 250022 15 false true false TWELVE OAKS CATERING LLC PO BOX 542585 DALLAS TX 753542585 CATERING SERVICES 289108 MORELAND ACCORD LLC 3003 MAPLE AVE APT 2020 DALLAS TX 75201 CONSULTING, SPEAKING & TRAINING SERVICES 222000 PROJECT MOCKINGBIRD LLC 17 HICKORY CREEK DR LITTLE ROCK AR 72212 PR & SOCIAL MEDIA MANAGEMENT 132750 ALLIED UNIVERSAL SECURITY SERVICES 450 EXCHANGE IRVINE CA 92602 SECURITY SERVICES 100855 4 93619 11579509 108934 6217652 17999714 EDUCATIONAL PROGRAMS 611430 182465 182465 TUITION 611600 48051 48051 GOV'T FOOD REIMBURSEMENT 900099 144394 144394 MENTAL HEALTH SERVICES FEES 621300 70206 70206 TRAINING FEES 611430 79939 79939 0 0 0 0 525055 215046 215046 0 0 0 0 MISCELLANEOUS REVENUE 900099 29138 29138 0 0 0 0 29138 18768953 554193 0 215046 241761 241761 309440 309440 8515319 7534772 455686 524861 404505 344258 37699 22548 1141214 1045836 23221 72157 643826 566335 39580 37911 2667 2667 54274 54274 710804 397080 295255 18469 135437 14046 121391 670699 605305 47601 17793 632042 482375 106988 42679 977159 846330 123728 7101 89645 56325 32209 1111 69299 62948 4634 1717 589320 556630 30358 2332 355049 340752 12514 1783 SERVICES AGREEMENT FEES 1002228 1532 1000696 CURRICULUM EXPENSE 116201 116201 SPECIAL EVENTS 25668 22022 1066 2580 DUES AND FEES 22379 13332 8348 699 -272382 1488 -276019 2149 16436554 13249328 2431336 755890 2521671 2344192 578026 2055085 806944 891215 0 0 0 0 170046 212196 22035750 13464983 8432106 8570767 0 0 221029 963981 12729822 15037436 494131 506261 14380 31520 0 0 0 0 508511 537781 X 10943874 10841948 1277437 3657707 12221311 14499655 12729822 15037436 X 2332399 -54055 X false true true false X X X 1 SALESMANSHIP CLUB OF DALLAS 750717135 9 true 0 13249328 1 0 13249328 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4428718 4428718 12261865 9595783 2666082 4536157 3801006 735151 809010 68194 740816 8570767 DUE FROM AFFILIATES 963981 963981 FEDERAL INCOME TAXES 0 X 18768953 0 0 18768953 0 0 18768953 16490609 54055 54055 16436554 0 0 16436554 SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE MI IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE (THE "CODE"), EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ADDITION, MI HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE A PUBLIC CHARITY WITHIN THE MEANING OF SECTION 509(A)(3) OF THE CODE. FOR THE YEARS ENDED OCTOBER 31, 2025 AND 2024, MI HAD NO NET UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAX HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GAAP REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE MI'S TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. A RECONCILIATION IS NOT PROVIDED HEREIN, AS THE BEGINNING AND ENDING AMOUNTS OF UNRECOGNIZED BENEFITS ARE ZERO, WITH NO INTERIM ADDITIONS, REDUCTIONS, OR SETTLEMENTS. MI IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. MI RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS AS INCOME TAX EXPENSE. MI'S INFORMATIONAL RETURNS FILED ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. SCHEDULE D, PART XII, LINE 2(D) OTHER EXPENSES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 PLEDGE WRITE-OFFS - 54055 true SOCIAL ASSISTANCE TO U.S. INDIVIDUALS 1168 40027 SCHOLARSHIPS TO INDIVIDUALS 82 201734 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS THE BOARD OF DIRECTORS OF THE SALESMANSHIP CLUB ENDOWED A SCHOLARSHIP COMMITTEE WITH THE RESPONSIBILITY OF OVERSEEING A SCHOLARSHIP PROGRAM AND WORKING WITH STAFF TO DETERMINE ANNUAL AWARD ALLOCATIONS. THE SCHOLARSHIP PROGRAM IS DIRECTED AT MOMENTOUS SCHOOL ALUMNI AND TO MOMENTOUS INSTITUTE CLIENTS WHO HAVE BEEN REFERRED FROM MENTAL HEALTH SERVICES. THE AMOUNT OF EACH AWARD IS DETERMINED ON A CASE-BY-CASE BASIS, AS THE SCHOLARSHIP COMMITTEE ENDEAVORS TO TAKE INTO CONSIDERATION THE FINANCIAL NEED, ACADEMIC MERIT AND UNIQUE CIRCUMSTANCES OF EACH STUDENT. X X X X false false false false false false false true false BRANDON R BOOKER SR. DIRECTOR OF FINANCE 0 183336 0 0 0 0 0 11121 0 13371 0 207828 0 0 JESSICA GOMEZ PSYD LP EXECUTIVE DIRECTOR 275547 0 30000 0 12000 0 16901 0 15500 0 349948 0 0 0 ROBIN DOEDEN DIRECTOR OF DEVELOPMENT & STRATEGIC PARTNERSHIPS 154014 0 3499 0 0 0 9510 0 15792 0 182815 0 0 0 ANDREW HAGMAN MED PRINCIPAL, MOMENTOUS SCHOOL 150613 0 0 0 0 0 9087 0 12570 0 172270 0 0 0 TINA ROBERTSON DIRECTOR OF CLINICAL TRAINING (END: 8/15/2024) 76941 0 0 0 75150 0 5143 0 8776 0 166010 0 0 0 LAURA VOGEL PHD LP DIRECTOR OF MENTAL HEALTH SERVICES 155650 0 4637 0 0 0 9535 0 4325 0 174147 0 0 0 MICHIKO OTSUKI PHD DIRECTOR OF RESEARCH & EVALUATION 113680 0 0 0 0 0 7977 0 39970 0 161627 0 0 0 SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION METHODS USED BY A RELATED ORGANIZATION TO ESTABLISH COMPENSATION - AN ANNUAL COMPENSATION SURVEY OF SIMILAR NON-PROFIT ORGANIZATIONS IS CONDUCTED. THE SALARIES AND BENEFITS ARE COMPARED TO OTHER ORGANIZATIONS FOR REASONABLENESS. SUCH INFORMATION IS PRESENTED TO THE BOARD OF DIRECTORS. TOTAL SALARIES ARE REVIEWED BY THE FINANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS ESTABLISHED BY AN EXECUTIVE COMMITTEE THAT CONSISTS OF BOARD MEMBERS FROM SALESMANSHIP CLUB OF DALLAS, MOMENTOUS INSTITUTE AND SALESMANSHIP CLUB CHARITABLE GOLF OF DALLAS. THE MANAGER OF HUMAN RESOURCES COMPILES COMPENSATION INFORMATION FROM OTHER SIMILAR NON-PROFIT ORGANIZATIONS FROM IRS FORM 990 AND COMPENSATION SURVEYS. THE RESULTING INFORMATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS BONUSES ARE "NON-FIXED" PAYMENTS THAT ARE DETERMINED DURING THE COMPENSATION REVIEW PROCESS AND DISCRETIONARY IN THAT AN EVALUATION AND ASSESSMENT IS CONDUCTED BY THE COMPENSATION COMMITTEE AND BASED ON DISCUSSION AND ANALYSIS. BONUSES ARE AWARDED ACCORDINGLY. FORM 990, PART III, LINE 4A-4C DESCRIPTION OF PROGRAM SERVICES (EXPENSES $ 807,497 INCLUDING GRANTS OF $ 0)(REVENUE $ 0) RESEARCH - MOMENTOUS INSTITUTE IS PASSIONATE ABOUT INVESTING IN RESEARCH TO DIRECTLY REACH MORE CHILDREN WITH TRAUMA-INFORMED STRATEGIES THAT STRENGTHEN SOCIAL EMOTIONAL HEALTH. EACH YEAR, MOMENTOUS INSTITUTE FOLLOWS MOMENTOUS SCHOOL STUDENTS' LONG-TERM TRAJECTORIES AND TRACKS IMPROVEMENTS IN THE SOCIAL EMOTIONAL HEALTH OF THERAPY CLIENTS AND PARENT EDUCATION PARTICIPANTS. THE SCHOLARSHIP PROGRAM PROVIDES FINANCIAL AND MENTORING SUPPORT FOR FORMER MOMENTOUS SCHOOL STUDENTS AND MENTAL HEALTH SERVICES CLIENTS AS THEY PURSUE POST-SECONDARY EDUCATION. PROGRAM RESULTS AND OUTCOMES ARE REPORTED AND ANALYZED ANNUALLY WITH THE PROGRAM DEVELOPMENT AND EVALUATION COMMITTEE AND THEN WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY THE CHAIRMAN OF THE BOARD OF MOMENTOUS INSTITUTE (MI) IS APPOINTED BY THE PRESIDENT OF SALESMANSHIP CLUB OF DALLAS. THE PRESIDENT IS ELECTED BY THE BOARD OF DIRECTORS OF THE SALESMANSHIP CLUB OF DALLAS. THE PRESIDENT APPOINTS THE CHAIRMAN OF THE MI BOARD AND THE VACANCIES IN THE BOARD ARE FILLED FROM NOMINATIONS OF THE PRESIDENT AT THE ANNUAL MEETING OF THE BOARD. THE ACTIVITIES, PROPERTY AND AFFAIRS OF THE MOMENTOUS INSTITUTE (CORPORATION) SHALL BE GOVERNED BY ITS BOARD OF DIRECTORS, WHO MAY EXERCISE ALL SUCH POWER OF THE CORPORATION AND DO ALL SUCH LAWFUL ACTS AND THINGS PERMITTED BY STATUTE OR RESTATED CERTIFICATE OF FORMATION OR BYLAWS. SUCH POWERS SHALL RESIDE EXCLUSIVELY WITH THE BOARD OF DIRECTORS FOR THE CORPORATION, AND THE BOARD OF DIRECTORS OF THE SALESMANSHIP CLUB SHALL HAVE NO AUTHORITY TO EXERCISE SUCH POWERS. THE BOARD OF DIRECTORS SHALL SET PRIORITIES, FORMULATE PLANS, SET GOALS AND EVALUATE GOAL ACHIEVEMENTS IN CONNECTION WITH THE SERVICE PROJECTS OF THE CORPORATION. IN ADDITION, THE BOARD OF DIRECTORS, WITH THE ADVICE AND COUNSEL OF THE EXECUTIVE DIRECTOR, SHALL BE RESPONSIBLE FOR ESTABLISHING THE BUDGET OF THE CORPORATION, MONITORING THE BUDGET AND MAINTAINING AND FORMULATING SUCH BUDGET CONTROLS THAT THE BOARD MAY DEEM NECESSARY. FORM 990, PART VI, LINE 8B DOCUMENTATION OF MEETINGS HELD BY COMMITTEES OF GOVERNING BODY ALL COMMITTEES DOCUMENT MEETINGS AND ACTIONS. HOWEVER, THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE FORM 990 IS PREPARED AND REVIEWED BY AN OUTSIDE ACCOUNTING FIRM. UPON COMPLETION, THE DOCUMENT IS REVIEWED BY THE COO AND EXECUTIVE DIRECTOR. COPIES OF THE COMPLETED FORM 990 ARE DISTRIBUTED TO THE GOVERNING BODY FOR COMMENTS AND QUESTIONS. ANY CLARIFICATIONS OR CHANGES REQUIRED TO THE FINAL FORM WILL BE MADE AND RETURNED TO THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY BOARD MEMBERS ANNUALLY COMPLETE A STATEMENT OF COMPLIANCE WITH THE CODE OF CONDUCT WHICH INCLUDES A CONFLICT OF INTEREST POLICY AT THE NOVEMBER BOARD METING. THE PROCESS IS REVIEWED BY THE BOARD'S GOVERNANCE COMMITTEE. IF CONFLICTS ARISE, THE MEMBER SHALL EXCUSE HIMSELF FROM DELIBERATIONS. EMPLOYEES OF THE ORGANIZATION COMPLETE A STAFF FINANCIAL CODE OF CONDUCT WHICH INCLUDES A CONFLICT OF INTEREST POLICY. IF AT ANY TIME THE EMPLOYEE HAS KNOWLEDGE THAT THEY ARE OUTSIDE OF THE POLICY GUIDELINES THEY HAVE AN OBLIGATION TO REPORT IT TO THE ORGANIZATION. FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL ANNUALLY THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COUNCIL OF THE BOARD OF DIRECTORS. THE FINANCE AND HUMAN RESOURCES COMMITTEE REVIEWS AND RECOMMENDS CHANGES AS NEEDED IN EMPLOYEE BENEFITS AND THE "SCHEDULE OF SALARIES", INCLUDING RECOMMENDED COMPENSATION FOR THE EXECUTIVE DIRECTOR. COMPARABILITY DATA, INTERNAL EQUITY AND EXTERNAL COMPETITIVENESS ARE STUDIED AS PART OF THE REVIEW. DELIBERATIONS AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE BOARD OF DIRECTORS REVIEWS AND RATIFIES EACH DECISION OF THE EXECUTIVE COMPENSATION COUNCIL. FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES ANNUALLY THE FINANCE AND HUMAN RESOURCES COMMITTEE REVIEWS AND RECOMMENDS CHANGES AS NEEDED IN EMPLOYEE BENEFITS AND "SCHEDULE OF SALARIES: FOR THE KEY EMPLOYEES AND ONLY OFFICER, THE EXECUTIVE DIRECTOR. THE COMPENSATION REVIEW PROCESS INCLUDES COMPARABILITY DATA, INTERNAL EQUITY AND EXTERNAL COMPETITIVENESS. RECOMMENDATIONS FROM THE FINANCE AND HUMAN RESOURCES COMMITTEE ARE SUBMITTED TO THE EXECUTIVE COMPENSATION COUNCIL OF THE BOARD OF DIRECTORS FOR APPROVAL IN MAY EACH YEAR. THE BOARD REVIEWS ALL COMMITTEE SUBMISSIONS AND RATIFIES THE DECISION OF THE EXECUTIVE COMPENSATION COUNCIL. DELIBERATIONS AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES PLEDGE WRITE-OFFS - -54055; TOTAL - -54055; SALESMANSHIP CLUB OF DALLAS 106 E 10TH STREET SUITE 200 DALLAS TX 75203 750717135 CHARITABLE AND EDUCATIONAL TX 501(C)(3) 10 NA false SALESMANSHIP CLUB FOUNDATION 106 E 10TH STREET SUITE 200 DALLAS TX 75203 752439715 FUNDRAISING TX 501(C)(3) TYPE I SALESMANSHIP CLUB OF DALLAS false SCF CHARITABLE PROPERTIES INC 106 E 10TH STREET SUITE 200 DALLAS TX 75203 020721727 HOLDING CO. TX 501(C)(3) TYPE I SALESMANSHIP CLUB OF DALLAS false false false true false false false false false false false true false false true true true true false false