2026-09-14T13:30:02+00:00 2025-10-31 415375658 CROWE ADVISORY LLC 5810 TENNYSON PARKWAY SUITE 450 PLANO TX 750244112 990 2024-11-01 752439715 SALESMANSHIP CLUB FOUNDATION SALE 2149439700 106 E 10TH ST 200 DALLAS TX 75203 TERI ISAACS COO, EXECUTIVE DIRECTOR 2149445716 2026-09-14 true true AMY BELLANCA P01572961 2147775200 2026-09-14 2024 TERI ISAACS 106 E 10TH ST 200 DALLAS TX 75203 38912226 false X N/A X 1992 TX SUPPORT MOMENTOUS INSTITUTE AND THE SALESMANSHIP CLUB OF DALLAS CHARITABLE AND EDUCATIONAL UNDERTAKINGS. 9 9 0 9 0 234590 42705 0 0 12856567 14488210 27373 31223 13118530 14562138 7089684 7136194 0 0 0 0 0 0 1306713 1430264 8396397 8566458 4722133 5995680 190833054 197464694 90507 184058 190742547 197280636 SUPPORT MOMENTOUS INSTITUTE AND THE SALESMANSHIP CLUB OF DALLAS TO PROMOTE THE EDUCATIONAL AND MENTAL HEALTH SERVICES FOR CHILDREN AND THEIR FAMILIES THROUGH AN AFFILIATED NON-PROFIT OPERATING CORPORATION. THE SALESMANSHIP CLUB OF DALLAS PROVIDES MOMENTOUS INSTITUTE WITH OPERATING FUNDS NECESSARY TO CARRY OUT OPERATIONS, AND ACTIVITIES OF ITS PROGRAMS AND FACILITY NEEDS. false false 7136194 7136194 0 THE FOUNDATION IS ORGANIZED AND OPERATED TO SUPPORT THE CHARITABLE AND EDUCATIONAL UNDERTAKINGS OF MOMENTOUS INSTITUTE AND SALESMANSHIP CLUB OF DALLAS TO RECEIVE, HOLD, MANAGE, CONVEY AND DISPOSE OF PROPERTY AND INVEST FUNDS DONATED OR OTHERWISE ACQUIRED. 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. (CONTINUED ON SCHEDULE O) 7136194 true true false false false false false false false true false false false false true true true true false false false false false false false false false true false true false false false false false false false false false false false false false false true true false false false false true 0 0 0 false false false false false false false false false false false false X 9 9 false false false false true true true true false false false false true true true true true true false false true true X TERI ISAACS 2149445716 106 E 10TH ST SUITE 200 DALLAS TX 75203 KURT STEVES CHAIRMAN 1.0 0 X X 0 0 0 MARK GEHLBACH TREASURER 1.0 1.0 X X 0 0 0 PAYNE LANCASTER SECRETARY 1.0 1.0 X X 0 0 0 BOB DEBEER TRUSTEE 1.0 0 X 0 0 0 JACK LAGERE TRUSTEE 1.0 0 X 0 0 0 JAMES YODER TRUSTEE 1.0 1.0 X 0 0 0 MARK FREEMAN TRUSTEE 1.0 0 X 0 0 0 MIKE HAGGERTY TRUSTEE 1.0 1.0 X 0 0 0 PETER C CHILIAN TRUSTEE 1.0 0 X 0 0 0 BRANDON R BOOKER SR. DIRECTOR OF FINANCE 4.0 28.0 X 0 183336 24492 TERI ISAACS EXECUTIVE DIRECTOR 8.0 20.0 X 0 388761 34427 0 572097 58919 0 false true false LUTHER KING CAPITAL MANAGEMENT 301 COMMERCE ST SUITE 1600 FORT WORTH TX 761024116 IINVESTMENT MANAGEMENT SERVICES 697553 1 42705 42705 0 0 0 0 0 4059087 4059087 31223 31223 0 0 34779211 24350088 10429123 0 10429123 10429123 0 0 0 0 0 14562138 0 0 14519433 7136194 7136194 28300 28300 707554 707554 0 0 0 0 62970 62970 OVERHEAD ALLOCATIONS 560413 560413 PROPERTY & INCOME TAXES 71027 71027 0 0 0 0 8566458 7136194 1430264 0 3695521 13923296 100 3374 0 0 0 0 0 0 0 0 186179834 182824267 430970 137258 0 526629 576499 190833054 197464694 60389 60965 0 0 30118 123093 90507 184058 X 79786510 82607455 110956037 114673181 190742547 197280636 190833054 197464694 5995680 542409 0 X false true true false X X 1 SALESMANSHIP CLUB OF DALLAS 750717135 9 true 7136194 0 1 7136194 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 190742547 42705 14354288 7136194 722710 197280636 163558458 234590 34652262 7089684 613079 190742547 167270561 29175 3663332 6822945 581665 163558458 194791446 15625 -20534162 6411576 590772 167270561 158306132 131881 42446722 5652698 440591 194791446 0.4187 0.5813 0.0 false false FEDERAL INCOME TAXES DUE TO SALESMANSHIP CLUB OF DALLAS 123093 123093 X 14396993 542409 -707554 -165145 14562138 0 0 14562138 7858904 0 0 7858904 707554 0 707554 8566458 SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS ENDOWMENT FUNDS ARE USED TO SUPPORT THE CHARITABLE AND EDUCATIONAL UNDERTAKINGS OF MOMENTOUS INSTITUTE AND SALESMANSHIP CLUB OF DALLAS BY PROVIDING OPERATING AND PROGRAM RELATED GRANTS. SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE THE FOUNDATION 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, THE FOUNDATION 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, THE FOUNDATION 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 FOUNDATION'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. THE FOUNDATION 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. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS AS INCOME TAX EXPENSE. THE FOUNDATION'S INFORMATIONAL RETURNS FILED ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. SCHEDULE D, PART XI, LINE 2(D) OTHER REVENUES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 INVESTMENT EXPENSES - -707554 true SALESMANSHIP CLUB OF DALLAS 106 E 10TH ST SUITE 200 DALLAS TX 75203 750717135 501(C)(3) 7136194 TRANSFER FOR OPERATING AND PROGRAM EXPENSES 1 0 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS GRANTS ARE AWARDED SOLELY TO RELATED ORGANIZATIONS. REVIEW OF RELATED ORGANIZATIONS' OPERATIONS AND FINANCIAL STATEMENTS OCCURS ON A REGULAR BASIS BY MANAGEMENT AS WELL AS AT BOARD OF DIRECTOR MEETINGS. false false false false false false false false false BRANDON R BOOKER SR. DIRECTOR OF FINANCE 0 183336 0 0 0 0 0 11121 0 13371 0 207828 0 0 TERI ISAACS EXECUTIVE DIRECTOR 0 335020 0 38741 0 15000 0 20316 0 14111 0 423188 0 0 SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF A RELATED ENTITY. THEREFORE NO ANSWERS ARE SELECTED AT SCHEDULE J, PART I, LINE 3 -THE RELATED ORGANIZATION USES AN ANNUAL COMPENSATION SURVEY OF SIMILAR NON-PROFIT ORGANIZATIONS. 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. FORM 990, PART III, LINE 4A PROGRAM SERVICE DESCRIPTION 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. OVER THE PAST 15 YEARS, MOMENTOUS INSTITUTE HAS ALSO 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. MOMENTOUS INSTITUTE IS DEDICATED TO STRENGTHENING THE MENTAL HEALTH OF 1 MILLION CHILDREN BY 2031. FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL LINE 15A WAS ANSWERED "NO" IN ACCORDANCE WITH THE IRS INSTRUCTIONS. THE EXECUTIVE DIRECTOR WAS COMPENSATED BY A RELATED ORGANIZATION, SALESMANSHIP CLUB OF DALLAS, FOR MANAGEMENT OF THE FILING ORGANIZATION. AN INDEPENDENT THIRD PARTY COMPENSATION SURVEY OF SIMILAR NON-PROFIT ORGANIZATIONS IS CONDUCTED EACH YEAR. THE SALARIES AND BENEFITS ARE COMPARED TO OTHER ORGANIZATIONS FOR REASONABLENESS. SUCH INFORMATION IS PRESENTED TO THE BOARD OF DIRECTORS. THE RECOMMENDED SALARY AND BENEFITS ARE APPROVED BY THE BOARD OF DIRECTORS. TOTAL SALARIES ARE REVIEWED BY THE FINANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS LINE 15B WAS ANSWERED "NO" IN ACCORDANCE WITH THE IRS INSTRUCTIONS. THE SR DIRECTOR OF FINANCE WAS COMPENSATED BY A RELATED ORGANIZATION, SALESMANSHIP CLUB OF DALLAS. AN INDEPENDENT THIRD PARTY COMPENSATION SURVEY OF SIMILAR NON-PROFIT ORGANIZATIONS IS CONDUCTED EACH YEAR. THE SALARIES AND BENEFITS ARE COMPARED TO OTHER ORGANIZATIONS FOR REASONABLENESS. SUCH INFORMATION IS PRESENTED TO THE BOARD OF DIRECTORS. THE RECOMMENDED SALARY AND BENEFITS ARE APPROVED BY THE BOARD OF DIRECTORS. TOTAL SALARIES ARE REVIEWED BY THE FINANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE MEMBERS OF THE FOUNDATION NOMINATING COMMITTEE SHALL BE ALL PAST CHAIRMEN OF THE FOUNDATION, ALL PAST PRESIDENTS OF SALESMANSHIP CLUB WHO HAVE SERVED AS TRUSTEES OF THE FOUNDATION (EITHER VOTING OR NON-VOTING), THE INCUMBENT CHAIRMAN OF THE FOUNDATION AND THE INCUMBENT PRESIDENT OF SALESMANSHIP CLUB. FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY THE FOLLOWING FIVE MEMBERS OF THE FOUNDATION SHALL SERVE AS THE NOMINATING COMMITTEE: (1) TWO PAST PRESIDENTS CAPABLE OF SERVING AND WHO RESIDE IN THE GREATER DALLAS AREA, AS FOLLOWS: A. THE THIRD PRECEDING PAST PRESIDENT. B. THE FIFTH PRECEDING PAST PRESIDENT. (2) THE CURRENT CHAIRMAN OF THE FOUNDATION. (3) TWO IMMEDIATE PAST CHAIRMEN OF THE FOUNDATION CAPABLE OF SERVING AND WHO RESIDE IN THE GREATER DALLAS AREA. (4) IF A PAST PRESIDENT, THE CURRENT CHAIRMAN, OR AN IMMEDIATE PAST CHAIRMEN IS UNABLE TO SERVE OR NO LONGER LIVES IN THE GREATER DALLAS AREA, THEN THE INDIVIDUAL WHO WAS THE IMMEDIATE SUCCESSOR IN OFFICE TO THE INDIVIDUAL UNABLE TO SERVE SHALL SERVE AS A MEMBER OF THE NOMINATING COMMITTEE. THE NOMINATING COMMITTEE SHALL SELECT NOMINEE(S) FOR TRUSTEES TO FILL VACANCIES AS NECESSARY ANNUALLY PRIOR TO THE ANNUAL MEETING OF THE BOARD OF TRUSTEES. NOMINEES SHALL BE PUT FORTH BASED UPON THEIR INDEPENDENT JUDGMENT, FINANCIAL EXPERTISE AND UNDERSTANDING AND APPRECIATION OF THEIR FIDUCIARY DUTIES. EACH YEAR PRIOR TO THE ANNUAL MEETING OF THE BOARD OF TRUSTEES, THE BOARD OF TRUSTEES SHALL RECEIVE FROM THE NOMINATING COMMITTEE NOMINATIONS FOR TRUSTEES TO FILL THESE TRUSTEE VACANCIES. TRUSTEES SHALL BE ELECTED SOLELY FROM THE SLATE OF SUCH NOMINEES. IF THE BOARD OF TRUSTEES REJECTS ANY SUCH NOMINEE, A NEW NOMINEE SHALL BE SUBMITTED BY THE NOMINATING COMMITTEE. FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS THE MEMBERS OF THE FOUNDATION SHALL HAVE VOTING RIGHTS SOLELY WITH RESPECT TO ANY PROPOSED AMENDMENT OR RESTATEMENT OF THE RESTATED CERTIFICATE OF FORMATION OF THE FOUNDATION AND ANY PROPOSED ALTERATION, AMENDMENT, REPEAL OF THE BYLAWS OF THE FOUNDATION, OR ADOPTION OF NEW BYLAWS, IN ACCORDANCE WITH THE PROCEDURES SET FORTH IN THE RESTATED CERTIFICATE OF FORMATION AND IN THE ARTICLE TWELVE OF THE BYLAWS. 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 ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS, AND ALL STAFF ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST UPON HIRE AND INFORM MANAGEMENT WHEN A POTENTIAL CONFLICT ARISES. ALL POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO ENTERING INTO A CONTRACT. IF A CONFLICT EXISTS, THE BOARD MEMBER IS RECUSED FROM DISCUSSION AND VOTING. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SCF HOLDINGS LLC 106 E 10TH ST SUITE 200 DALLAS TX 75203 020721727 HOLDING COMPANY TX 0 0 SALESMANSHIP CLUB FOUNDATION SALESMANSHIP CLUB OF DALLAS 106 E 10TH STREET SUITE 200 DALLAS TX 75203 750717135 CHARITABLE AND EDUCATIONAL TX 501(C)(3) 10 NA false MOMENTOUS INSTITUTE 106 E 10TH STREET SUITE 200 DALLAS TX 75203 751855620 EDUCATION AND THERAPY 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 SCF PROPERTIES LP 106 E 10TH STREET SUITE 200 DALLAS TX 75203 HOLDING COMPANY TX SALESMANSHIP CLUB FOUNDATION RELATED 0 0 false true 0.99 false true false false false false false false false false false false false true true true false false false