2025-09-15T15:49:27+00:00 2024-10-31 350921680 CROWE LLP 4801 Olympia Park Plaza Suite 4000 Louisville KY 402412098 990 2023-11-01 751855620 Momentous Institute MOME 2149154700 106 E 10th St Dallas TX 75203 Brandon Booker Senior Director of Finance 2149439700 2025-09-15 true true Rachel Spurlock P00520729 5023263996 2025-09-15 2023 2025-03-06 01:10:19Z Jessica Gomez 106 E 10th St Dallas TX 75203 15456344 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 30 149 350 0 0 15547357 14740660 780802 600569 148533 105407 0 16476692 15446636 334616 246431 0 10552563 10520341 0 671835 4634191 5764129 15521370 16530901 955322 -1084265 13965339 12729822 659763 508511 13305576 12221311 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 5632286 212134 200524 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. 5108434 34297 61315 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. 807497 338730 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. 1632978 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. 1632978 13181195 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 true false false false false true false false false true 71 0 true 149 true false false false false false true true false false false false false false X 30 30 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 HARDIN RAMSEY VICE CHAIRMAN, DIRECTOR 1.0 0 X X 0 0 0 KEVIN SELLERS SECRETARY 1.0 0 X X 0 0 0 MARCUS E KNIGHT CHAIRMAN 1.0 1.0 X X 0 0 0 MICHAEL ALCANTAR TREASURER 1.0 0 X X 0 0 0 SCOTT A WOOD SECRETARY (THRU OCT. 2024) 1.0 1.0 X X 0 0 0 ANDREW LOUDER DIRECTOR (THRU OCT. 2024) 1.0 0 X 0 0 0 ANTHONY DONA CHAIRMAN (THRU OCT. 2024), DIRECTOR 1.0 1.0 X 0 0 0 BILL VANDERSTRAATEN DIRECTOR 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 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 (THRU OCT. 2024) 1.0 0 X 0 0 0 GUY KERR DIRECTOR 1.0 1.0 X 0 0 0 JAE ELLIS DIRECTOR 1.0 0 X 0 0 0 JAMES L LOZIER JR DIRECTOR 1.0 8.0 X 0 0 0 JAMES YODER DIRECTOR (THRU OCT. 2024) 1.0 1.0 X 0 0 0 JOE EASTIN DIRECTOR 1.0 0 X 0 0 0 JOSEPH K YOUNG III DIRECTOR (THRU OCT. 2024) 1.0 1.0 X 0 0 0 JOSEPH LORETTO DIRECTOR 1.0 0 X 0 0 0 JOSEPH MERRITT DIRECTOR 1.0 1.0 X 0 0 0 KEITH WAGGONER DIRECTOR 1.0 0 X 0 0 0 KELVIN WALKER DIRECTOR 1.0 0 X 0 0 0 KURT STEVES DIRECTOR (THRU OCT. 2024) 1.0 1.0 X 0 0 0 LANCE ETCHEVERRY DIRECTOR 1.0 0 X 0 0 0 LARRY HAYNES DIRECTOR (THRU OCT. 2024) 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 MARK GEHLBACH DIRECTOR 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 1.0 1.0 X 0 0 0 RICHARD EMERY DIRECTOR 1.0 0 X 0 0 0 ROBIN ROBINSON DIRECTOR (THRU OCT. 2024) 1.0 0 X 0 0 0 ROBIN WANTLAND DIRECTOR (THRU OCT. 2024) 1.0 0 X 0 0 0 RYAN MOSS TREASURER (THRU OCT. 2024), DIRECTOR 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 WILLIAM B MCCLUNG DIRECTOR (THRU OCT. 2024) 1.0 0 X 0 0 0 WILLIAM G MUNDINGER III DIRECTOR (THRU OCT. 2024) 1.0 0 X 0 0 0 BRANDON R BOOKER SR. DIRECTOR OF FINANCE 8.0 24.0 X 0 170936 30407 JESSICA GOMEZ EXECUTIVE DIRECTOR 40.0 0 X 279954 0 29486 JIM JACKSON DIRECTOR OF OPERATIONS 40.0 0 X 139370 0 23906 KATE WHIDDEN DIRECTOR OF LEADERSHIP & GOVERNANCE 40.0 0 X 132204 0 42051 LAURA VOGEL DIRECTOR OF MENTAL HEALTH SERVICES 40.0 0 X 148610 0 12545 ROBIN DOEDEN DIRECTOR OF DEVELOPMENT & STRATEGIC PARTNERSHIPS 40.0 0 X 148183 0 23193 TINA L ROBERTSON DIRECTOR OF CLINICAL TRAINING 40.0 0 X 128074 0 21218 976395 170936 182806 12 false true false Project D Construction and Development LLC 1700 White Road Heath TX 75032 Campus Construction Projects 247725 Moreland Accord LLC 3003 Maple Ave Apt 2020 Dallas TX 75201 Consulting, speaking and training services 222000 Ellis County Climate Control LLC 635 Cactus Rd Waxahachie TX 75165 HVAC service & repair 152131 XMC Defense LLC 3011 Kingsbury Dr McKinney TX 75069 Armed security and staffing 143280 DIWA Catering LLC 2017 S Ervay Dallas TX 75215 School Cafeteria Catering 134698 9 10745122 3995538 105866 14740660 EDUCATIONAL PROGRAMS 611430 300397 300397 TUITION 611600 34680 34680 GOV'T FOOD REIMBURSEMENT 900099 165844 165844 MENTAL HEALTH SERVICES FEES 621300 61315 61315 TRAINING FEES 611430 38333 38333 0 0 0 0 600569 101314 101314 0 0 9801 4000 9708 93 4000 4093 4093 0 0 0 0 0 15446636 600569 0 105407 246431 246431 309440 309440 8072805 7203357 415472 453976 367949 302564 48740 16645 1154876 1063228 28593 63055 615271 541328 41792 32151 2288 2288 86608 86608 741194 300044 422065 19085 95288 26615 68673 873008 823010 36921 13077 886645 651075 187955 47615 1099273 969203 115228 14842 81549 61068 19317 1164 121398 90560 29189 1649 569102 538100 28984 2018 323744 311417 10827 1500 SERVICES AGREEMENT FEES 1002014 1002014 SPECIAL EVENTS 53404 24993 24857 3554 DUES AND FEES 26902 22689 3619 594 BAD DEBT EXPENSE 4965 4130 835 -203253 1383 -205546 910 16530901 13181195 2677871 671835 3217846 2521671 795943 578026 800792 806944 0 0 0 0 168036 170046 21307769 12875663 8704336 8432106 0 0 278386 221029 13965339 12729822 619358 494131 40405 14380 0 0 0 0 659763 508511 X 11220791 10943874 2084785 1277437 13305576 12221311 13965339 12729822 -1084265 0 X false true X true false X X X 1 SALESMANSHIP CLUB OF DALLAS 750717135 9 true 0 13181195 1 0 13181195 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 9204921 3056944 4173989 3617722 556267 443197 53020 390177 8432106 0 X 15446636 0 0 15446636 0 0 15446636 16530901 0 0 16530901 0 0 16530901 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, 2024 and 2023, 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 970 35150 SCHOLARSHIPS TO INDIVIDUALS 62 211281 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 JESSICA GOMEZ EXECUTIVE DIRECTOR 243754 0 24200 0 12000 0 14850 0 14636 0 309440 0 0 0 BRANDON R BOOKER SR. DIRECTOR OF FINANCE 0 170936 0 0 0 0 0 10639 0 19768 0 201343 0 0 KATE WHIDDEN DIRECTOR OF LEADERSHIP & GOVERNANCE 131031 0 1173 0 0 0 8660 0 33391 0 174255 0 0 0 ROBIN DOEDEN DIRECTOR OF DEVELOPMENT & STRATEGIC PARTNERSHIPS 148183 0 0 0 0 0 9083 0 14110 0 171376 0 0 0 JIM JACKSON DIRECTOR OF OPERATIONS 133230 0 6140 0 0 0 8188 0 15718 0 163276 0 0 0 LAURA VOGEL DIRECTOR OF MENTAL HEALTH SERVICES 148610 0 0 0 0 0 9100 0 3445 0 161155 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. X 2 96158 Market value X 1 9708 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - - Number of contributions Cars and other vehicles - NUMBER OF CONTRIBUTORS Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 1,632,978 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 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. 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