2022-09-14T17:00:28-05:00 2021-10-31 350921680 CROWE LLP 750 N St Paul Suite 850 Dallas TX 752013246 990 2020-11-01 751855620 Momentous Institute MOME 2149154700 106 E 10th St Dallas TX 75203 Brandon Booker Senior Director of Finance 2022-09-14 true Brandon Booker 999009999 Andrew J Gray P01517705 2147775200 2020 2023-04-26 12:10:37Z Jessica Gomez 106 E 10th St Dallas TX 75203 14713761 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. 29 29 148 321 0 0 11269168 13717073 505444 460054 18576 17654 0 518980 11793188 14713761 304653 334332 0 10100124 9056223 0 0 690537 3053713 4066287 13458490 13456842 -1665302 1256919 14833442 13808552 2795740 513931 12037702 13294621 X Momentous Institute exists to build and repair social emotional health in children, families and communities. Each year, the organization partners with over 5,500 children and family members through innovative education and therapeutic services. Momentous Institute offers a range of therapeutic services, including individual, family and group therapies, and parent education. Using a strength-based approach, children and families are able to walk through trauma, conflict and other challenges. Momentous School provides pre-kindergarten 3 through fifth grade education to students , the majoirty of whom qualify for a free or reduced lunch. Momentous School uses a strengths-based approach to weave experiences in social emotional health with a rich curriculum. The organization also invests in research and training, including the annual Changing the Odds conference, to reach far more children than could ever be seen directly. false false 4822719 251925 611403 Momentous School - Momentous School, a Momentous Institute program founded in 1997, is a laboratory school located in the Oak Cliff community of Dallas. The school provides pre-kindergarten 3 through fifth grade education. Using decades of research and smaller classroom settings, Momentous School uses a strengths-based approach to weave experiences in social emotional health with a rich curriculum. Eligible students are those who qualify for a free or reduced lunch. 4149222 82407 18086 Therapeutic Services - Children and families work alongside Momentous Institute's Therapeutic Services staff to develop strong relationships, social emotional health and academic success. Momentous Institute offers a range of therapeutic services, including individual, family and group therapies, and parent education. Using a strengths-based approach, children and families are able to work through trauma, conflict and other challenges as they build social emotional health. 1657612 0 347953 Training - Momentous Institute staff host a year-round slate of professional development workshops along with its annual, two-day Changing the Odds conference which convenes thought leaders in education, mental health and innovation to inspire professional and decision makers to prioritize social emotional health in their work with children. 699603 0 0 Research - Momentous Institute is passionate about investing in research to directly reach more children with trauma-informed strategies that strenthen 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 therapeutic 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. 699603 11329156 true true false false false false false false false true false false false 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 true false false false true 64 0 true 148 true false false false false false true true false false false false false false X 29 29 false false false false false true false true false false false true true true true true true true true false X Brandon Booker 2149439700 106 E 10th St Dallas TX 752032296 X C CHRISTOPHER GROVES SECRETARY thru 10/14/21; DIRECTOR as of 10/14/21 1.0 0 X X 0 0 0 GERRY STOREY SECRETARY as of 10/14/21 1.0 0 X X 0 0 0 JOE K YOUNG III DIRECTOR thru 10/14/2021; VICE CHAIRMAN AS OF 10/14/2021 1.0 0 X X 0 0 0 JOSEPH MERRITT VICE CHAIRMAN thru 10/14/21 1.0 1.0 X X 0 0 0 MARCUS E KNIGHT TREASURER 1.0 0 X X 0 0 0 ROBERT SMITH CHAIRMAN thru 10/14/21; DIRECTOR as of 10/14/21 1.0 2.0 X X 0 0 0 SCOTT A WOOD DIRECTOR thru 10/14/21; CHAIRMAN as of 10/14/21 1.0 1.0 X X 0 0 0 ANN SHAW DIRECTOR 1.0 0 X 0 0 0 ANNE STARK DIRECTOR as of 10/14/21 1.0 0 X 0 0 0 ANTHONY DONA DIRECTOR 1.0 0 X 0 0 0 BRIAN J TUSA DIRECTOR 1.0 0 X 0 0 0 C PRICE WAGNER DIRECTOR 1.0 1.0 X 0 0 0 CHRIS WILLIS DIRECTOR 1.0 0 X 0 0 0 DOUGLAS C SMELLAGE DIRECTOR 1.0 0 X 0 0 0 FRANK SCARDINO DIRECTOR 1.0 1.0 X 0 0 0 G ANDREWS SMITH DIRECTOR as of 10/14/21 1.0 0 X 0 0 0 GUY KERR DIRECTOR 1.0 0 X 0 0 0 HARDIN RAMEY DIRECTOR as of 10/14/21 1.0 0 X 0 0 0 JAMES R WILLS DIRECTOR thru 10/14/21 1.0 0 X 0 0 0 JAMES W ESQUIVEL DIRECTOR thru 10/14/21 1.0 0 X 0 0 0 JASON KULAS DIRECTOR as of 10/14/21 1.0 0 X 0 0 0 JOHN R WAGNER DIRECTOR 1.0 1.0 X 0 0 0 KENNETH S MALCOLMSON DIRECTOR thru 10/14/21 1.0 0 X 0 0 0 KNOX FITZPATRICK DIRECTOR thru 10/14/21 1.0 0 X 0 0 0 KURT STEVES DIRECTOR as of 10/14/21 1.0 0 X 0 0 0 LARRY HAYNES DIRECTOR as of 10/14/21 1.0 0 X 0 0 0 MARTIN C PECK DIRECTOR 1.0 0 X 0 0 0 MICHAEL D MCKINLEY DIRECTOR thru 10/14/21 1.0 1.0 X 0 0 0 MICHAEL G SMITH DIRECTOR 1.0 0 X 0 0 0 MICHAEL GEORGE DIRECTOR 1.0 0 X 0 0 0 PHIL JONES DIRECTOR 1.0 0 X 0 0 0 RICKY JIMMERSON DIRECTOR 1.0 0 X 0 0 0 ROBIN ROBINSON DIRECTOR as of 10/14/21 1.0 0 X 0 0 0 ROBIN WANTLAND DIRECTOR as of 10/14/21 1.0 0 X 0 0 0 SCOTT D SHERER DIRECTOR 1.0 0 X 0 0 0 SCOTT M THOMPSON DIRECTOR thru 10/14/21 1.0 0 X 0 0 0 SUZAN KEDRON DIRECTOR thru 10/14/21 1.0 0 X 0 0 0 WILLIAM G MUNDINGER III DIRECTOR as of 10/14/2021 1.0 0 X 0 0 0 JAMES L LOZIER JR INTERIM CEO 8.0 9.0 X 0 0 0 JESSICA GOMEZ DIR OF CLINICAL INNOVATION THRU 6/1/2021; EXEC. DIR. as of 6/1/2021 40.0 0 X 88154 0 15757 KATE WHIDDEN DIR. LEADERSHIP & GOV. ; INTERIM EXEC. DIR. thru 6/1/2021 40.0 0 X 120632 0 29651 PATRICIA PICKARD SR. DIRECTOR OF FINANCE 8.0 24.0 X 0 177851 21768 HEATHER BRYANT DIRECTOR OF INNOVATION AND IMPACT 40.0 0 X 136627 0 20496 LAURA VOGEL Director of Therapeutic Services 40.0 0 X 117643 0 9753 LINDA LEE CONTROLLER 8.0 24.0 X 0 132195 22426 MICHIKO CLUTTER Director of Research & Evaluation 40.0 0 X 118622 0 3575 ROBIN DOEDEN Director of Development & Strategic Planning 40.0 0 X 134353 0 13233 JESSICA TRUDEAU former executive director 0.0 0 X 159700 0 14055 875731 310046 150714 10 true true false Project D Construction and Development LLC 519 E I-30 Suite 314 Rockwall TX 75087 Construction services 744478 Twelve Oaks Catering PO Box 542585 Dallas TX 753542585 Catering Services 135155 Bright Works Services Inc PO Box 540786 Dallas TX 75354 Janitorial Services 100567 3 15391 5594774 3714905 4392003 13717073 EDUCATIONAL PROGRAMS 611430 285996 285996 TUITION 611600 8730 8730 GOV'T FOOD REIMBURSEMENT 900099 85285 85285 THERAPY FEES 621300 18086 18086 TRAINING FEES 611430 61957 61957 0 0 0 0 460054 17654 17654 0 0 0 0 Insurance proceeds 524298 517388 517388 Federal income tax refund 900099 1592 1592 0 0 0 0 518980 14713761 977442 0 19246 334332 334332 346005 173003 86501 86501 7042727 5895103 706983 440641 369025 309902 34668 24455 795939 729425 20417 46097 502527 428075 41553 32899 1885 1885 51420 51420 455049 335913 111218 7918 72279 15268 57011 581446 538909 32244 10293 498180 381618 102377 14185 827221 838698 -13785 2308 55139 50633 4484 22 50983 47857 504 2622 22870 22870 729414 704488 17287 7639 43415 41814 1374 227 Insured Repairs 541421 380290 150610 10521 Special Events 104820 101250 1637 1933 Recruitment 16036 10597 4057 1382 DUES AND FEES 10826 8598 1334 894 3883 3383 500 0 13456842 11329156 1437149 690537 4391575 2391915 257466 440964 125850 44688 395347 1736824 0 0 0 0 478262 390305 19956987 11153131 9184942 8803856 0 0 0 0 14833442 13808552 937384 476713 12338 37218 0 0 1846018 0 0 0 2795740 513931 X 10749567 11044409 1288135 2250212 12037702 13294621 14833442 13808552 1256919 0 X false true X true false X X X 1 SALESMANSHIP CLUB OF DALLAS 750717135 9 true 0 0 1 0 0 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 11842133 8030888 3811245 16170 16170 3537201 3094602 442599 132765 27641 105124 8803856 0 X 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, 2021 and 2020, 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. true SPECIFIC ASSISTANCE TO U.S. INDIVIDUALS 2092 82407 SCHOLARSHIPS TO INDIVIDUALS 76 251925 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 Therapeutic 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 true false false false false false false false false JESSICA TRUDEAU former executive director 128872 0 250 0 30578 0 7756 0 6299 0 173755 0 0 0 PATRICIA PICKARD SR. DIRECTOR OF FINANCE 0 172626 0 5225 0 0 0 10558 0 11210 0 199619 0 0 KATE WHIDDEN DIR. LEADERSHIP & GOV. ; INTERIM EXEC. DIR. thru 6/1/2021 119632 0 1000 0 0 0 7869 0 21782 0 150283 0 0 0 HEATHER BRYANT DIRECTOR OF INNOVATION AND IMPACT 136627 0 0 0 0 0 8442 0 12054 0 157123 0 0 0 LINDA LEE CONTROLLER 0 127931 0 4264 0 0 0 8074 0 14352 0 154621 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 4a Severance or change-of-control payment Former Executive Director Jessica Trudeau was paid $23,778 in severance. Severance was provided for immediate departure in lieu of employee's notice of resignation. Payment was made in calendar year 2020. Form 990, Part III, Line 4d Description of other program services (Expenses $ 699,603 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 strenthen 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 therapeutic 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 BY SCD STAFF AND REVIEWED BY AN OUTSIDE ACCOUNTING FIRM. UPON COMPLETION, THE DOCUMENT IS REVIEWED BY THE CONTROLLER, SR. DIRECTOR OF FINANCE AND THE 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 President's 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 President's 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 President's Council of the Board of Directors for approval in May each year. The Board reviews all committee submissions and ratifies the decision of the President's 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 III, 4C Statement of Program Accomplishments In December 2019, a novel strain of coronavirus ("COVID-19") was reported to have surfaced in China. The World Health Organization has declared COVID-19 to constitute a "Public Health Emergency of International Concern" and characterized COVID-19 as a pandemic. The US Government has also implemented enhanced screenings, quarantine and social distancing requirements and travel restrictions in connection with the COVID-19 outbreak. The spread of this virus has caused business disruption to MI beginning in March 2020, resulting in the closure of MI's administrative office and the Momentous Institute School moving to a distance learning environment for the remainder of the 2019-2020 academic year. The annual Changing the Odds Conference was also cancelled in 2020 as a result of the pandemic. In 2021, the conference returned as an online event. Therapeutic services also resumed remotely as well as in-office. Mometous School returned to a hybrid learning environment for the 2020-2021 academic year. 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