2024-09-16T09:05:39+00:00 2023-10-31 350921680 CROWE LLP 5810 TENNYSON PARKWAY Suite 450 Plano TX 750244112 990 2022-11-01 751855620 Momentous Institute MOME 2149154700 106 E 10th St Dallas TX 75203 Brandon Booker Senior Director of Finance 2149439700 2024-09-16 true Andrew J Gray P01517705 2147775200 2022 2024-08-08 14:25:15Z Jessica Gomez 106 E 10th St Dallas TX 75203 16476692 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. 30 30 136 320 0 0 12469664 15547357 1037483 780802 25225 148533 0 0 13532372 16476692 299850 334616 0 9550902 10552563 0 0 737089 4625987 4634191 14476739 15521370 -944367 955322 12858010 13965339 507756 659763 12350254 13305576 X Momentous Institute is dedicated to innovative mental health services, education, and professional training to strengthen children, families, and communities. The organization partners with over 5,000 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, children ages 3 through fifth grade education to students , the majority 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 5268492 303766 188558 Momentous School - Momentous School 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. 4460955 30850 53797 Mental Health Services - Providing 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. 1766341 538447 Professional Training - Momentous Institute's Professional Training programs provide tangible, proven strategies for implementing mental health informed learning to enhance a child's success 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. 708728 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 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. 708728 12204516 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 81 0 true 136 true false false false false false true true false false false false false false X 30 30 false false true 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 ANTHONY DONA Vice Chairman thru 10/2023; Chairman as of 10/2023 1.0 1.0 X X 0 0 0 JOSEPH K YOUNG III Chairman (Thru Oct. 2023), DIRECTOR 1.0 1.0 X X 0 0 0 RYAN MOSS TREASURER 1.0 0 X X 0 0 0 SCOTT A WOOD Secretary 1.0 1.0 X X 0 0 0 ALAN FRIEDMAN DIRECTOR (Thru Oct. 2023) 1.0 1.0 X 0 0 0 Andrew Louder Director 1.0 0 X 0 0 0 ANN SHAW DIRECTOR (Thru Oct. 2023) 1.0 0 X 0 0 0 BILL VANDERSTRAATEN DIRECTOR 1.0 0 X 0 0 0 Brad Seiner Director 1.0 0 X 0 0 0 BRENDON RILEY DIRECTOR (Thru Oct. 2023) 1.0 0 X 0 0 0 BRIAN FICKE DIRECTOR 1.0 0 X 0 0 0 BRIAN J TUSA DIRECTOR (Thru Oct. 2023) 1.0 0 X 0 0 0 BROCK BAILEY DIRECTOR (Thru Oct. 2023) 1.0 0 X 0 0 0 C CHRISTOPHER GROVES DIRECTOR (Thru Oct. 2023) 1.0 0 X 0 0 0 CONNIE O'NEILL DIRECTOR 1.0 0 X 0 0 0 David Tabor Director 1.0 0 X 0 0 0 GERRY STOREY Director 1.0 0 X 0 0 0 GUY KERR DIRECTOR (Thru Oct. 2023) 1.0 1.0 X 0 0 0 HARDIN RAMEY DIRECTOR 1.0 0 X 0 0 0 Jae Ellis Director 1.0 0 X 0 0 0 JAMES YODER Director 1.0 2.0 X 0 0 0 JEFFREY A BARNES DIRECTOR (Thru Oct. 2023) 1.0 1.0 X 0 0 0 KELVIN WALKER DIRECTOR 1.0 0 X 0 0 0 KURT STEVES DIRECTOR 1.0 1.0 X 0 0 0 LARRY HAYNES DIRECTOR 1.0 0 X 0 0 0 Leonor Marquez Director 1.0 0 X 0 0 0 Linda Evans Director 1.0 0 X 0 0 0 MARCUS E KNIGHT Director 1.0 1.0 X 0 0 0 MARK GEHLBACH DIRECTOR 1.0 1.0 X 0 0 0 MARTIN C PECK DIRECTOR (Thru Oct. 2023) 1.0 0 X 0 0 0 Michael Alcantar DIRECTOR 1.0 0 X 0 0 0 MICHAEL GEORGE DIRECTOR (Thru Oct. 2023) 1.0 0 X 0 0 0 Mike Goldman Director 1.0 0 X 0 0 0 PAYNE LANCASTER DIRECTOR 1.0 0 X 0 0 0 RICKY JIMMERSON DIRECTOR (Thru Oct. 2023) 1.0 0 X 0 0 0 ROBIN ROBINSON DIRECTOR 1.0 0 X 0 0 0 ROBIN WANTLAND DIRECTOR 1.0 0 X 0 0 0 Sean Allen Director 1.0 0 X 0 0 0 TIMOTHY MARRON JR DIRECTOR (Thru Oct. 2023) 1.0 1.0 X 0 0 0 Vance Gilmore Director 1.0 0 X 0 0 0 WILLIAM B MCCLUNG Director 1.0 1.0 X 0 0 0 WILLIAM G MUNDINGER III DIRECTOR 1.0 0 X 0 0 0 BRANDON BOOKER SR. DIRECTOR OF FINANCE 8.0 24.0 X 0 79864 18054 JESSICA GOMEZ EXECUTIVE DIRECTOR 40.0 0 X 262441 0 30238 JIM JACKSON Director of Operations 40.0 0 X 126681 0 22188 KATE WHIDDEN DIR. LEADERSHIP & GOV. 40.0 0 X 131179 0 37939 LAURA VOGEL Director of Mental Health Services 40.0 0 X 139630 0 11907 LINDA JILEK CONTROLLER 8.0 24.0 X 0 129181 38255 ROBIN DOEDEN Director of Development & Strategic Partnerships 40.0 0 X 142993 0 20485 802925 209044 179066 11 false true false Project D Construction and Development LLC 1700 White Road Heath TX 75032 Campus Construction Projects 428793 DotW LLC (Josephmark) 8721 Santa Monica Blvd Suite 1505 Los Angeles CA 90069 Website rebranding 105000 JPS Graphics Corporation 14030 Welch Road Dallas TX 75244 Product printing, fulfillment, and storage 103898 DIWA Catering LLC 2017 S Ervay Dallas TX 75215 School Cafeteria Catering 103731 Twelve Oaks Catering LLC 7700 Brookhollow Rd Dallas TX 75235 School Cafeteria Catering 101232 5 10069185 1996862 3481310 15547357 EDUCATIONAL PROGRAMS 611430 514155 514155 TUITION 611600 53130 53130 GOV'T FOOD REIMBURSEMENT 900099 135428 135428 MENTAL HEALTH SERVICES FEES 621300 53797 53797 TRAINING FEES 611430 24292 24292 0 0 0 0 780802 148533 148533 0 0 0 0 0 0 0 0 0 16476692 780802 0 148533 334616 334616 294535 294535 8168274 6527963 1126754 513557 350813 276107 48923 25783 1151573 1050449 28003 73121 587368 510909 39017 37442 4564 4446 118 56994 56994 930004 369193 540678 20133 77508 21671 55837 866005 805769 45995 14241 661821 478469 143754 39598 960727 819582 129026 12119 78128 62065 14258 1805 99878 88363 10681 834 549698 531759 15495 2444 284692 273610 9834 1248 Services Agreement Fees 874815 874815 Special Events 128644 112755 14471 1418 BAD DEBT EXPENSE 29974 27334 2640 DUES AND FEES 18466 15895 2017 554 -987727 -106439 -874080 -7208 15521370 12204516 2579765 737089 2452859 3217846 755471 795943 237954 800792 0 0 0 0 258320 168036 21030759 12326423 8468151 8704336 0 0 685255 278386 12858010 13965339 461658 619358 46098 40405 0 0 0 0 507756 659763 X 9649819 11220791 2700435 2084785 12350254 13305576 12858010 13965339 955322 0 X false true X true false X X X 1 SALESMANSHIP CLUB OF DALLAS 750717135 9 true 0 12204516 1 0 12204516 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 12223258 8809183 3414075 3957160 3477976 479184 421623 39264 382359 8704336 0 X 16476692 0 0 16476692 0 0 16476692 15521370 0 0 15521370 0 0 15521370 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, 2023 and 2022, 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 691 30850 SCHOLARSHIPS TO INDIVIDUALS 133 303766 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 false false JESSICA GOMEZ EXECUTIVE DIRECTOR 224941 0 25500 0 12000 0 13860 0 16378 0 292679 0 0 0 ROBIN DOEDEN Director of Development & Strategic Partnerships 142993 0 0 0 0 0 8710 0 11775 0 163478 0 0 0 LINDA JILEK CONTROLLER 0 129181 0 0 0 0 0 8641 0 29614 0 167436 0 0 LAURA VOGEL Director of Mental Health Services 139630 0 0 0 0 0 8555 0 3352 0 151537 0 0 0 KATE WHIDDEN DIR. LEADERSHIP & GOV. 126179 0 5000 0 0 0 8366 0 29573 0 169118 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. Form 990, Part III, Line 4d Description of other program services (Expenses $ 708,728 including grants of $) 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 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 4 Significant changes to organizational documents The bylaws were amended to increase the number of board directors from to 29 to 30, and the Vice Chairman was added to the list of ex officio voting 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 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. 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