Salesmanship Club of Dallas

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1921

Legal Domicile

Phone

2149439700

Tax Period

2023-11-01 to 2024-10-31

Salesmanship Club of Dallas, founded in 1921, is a mid-sized nonprofit in the Community Improvement sector that reported $14.4M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.3M, a strong 16% operating margin.

Mission

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 THE MOMENTOUS INSTITUTE WITH OPERATING FUNDS NECESSARY TO CARRY OUT OPERATIONS AND ACTIVITIES OF ITS PROGRAMS AND FACILITIES NEEDS.

Program Service Accomplishments

Program 1

Expenses: $11,659,722 Revenue: $490,887

The Salesmanship Club of Dallas (SCD) sponsors the programs of Momentous Institute. Momentous Institute is dedicated to innovative mental health services, education, and professional training to...

The Salesmanship Club of Dallas (SCD) sponsors the programs of Momentous Institute. 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 directly 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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $13,281,766

Program Service Revenue $477,966

Investment Income $666,493

Other Revenue $19,836

TOTAL REVENUE $14,446,061

Expense Breakdown

Grants Paid $10,621,093

Salaries & Benefits $4,009,610

Fundraising Expenses $41,970

Program Expenses $11,659,722

Other Expenses $-2,530,822

TOTAL EXPENSES $12,099,881

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,446,061	$12,195,670	+0.2%
Expenses	$12,099,881	$11,552,090	+0.0%
Net Income	$2,346,180	$643,580	+2.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

678

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$594,058

Total Directors

Key Employees

$352,052

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLOS PENA	SECRETARY, DIRECTOR (THRU OCT. 2024)	1.0	Officer Director	$0	$0	$0
CHRISTIAN T METTEN	SECRETARY	1.0	Officer Director	$0	$0	$0
FRANKIE BASSO	1ST VP (AS OF SEPT. 2024), DIRECTOR	1.0	Officer Director	$0	$0	$0
JAMES L LOZIER JR	TREASURER (THRU OCT. 2024),PRESIDENT (AS OF OCT. 2024)	8.0	Officer Director	$0	$0	$0
JAMES MCAULEY	1ST VP (THRU OCT. 2024), TREASURER	1.0	Officer Director	$0	$0	$0
MARCUS E KNIGHT	2ND VP (THRU OCT. 2024), DIRECTOR	1.0	Officer Director	$0	$0	$0
PRICE C WAGNER	2ND VP	1.0	Officer Director	$0	$0	$0
ROBERT R ENGSTROM JR	DIRECTOR (THRU SEPT. 2024)	1.0	Officer Director	$0	$0	$0
SCOTT A WOOD	PRESIDENT (THRU OCT. 2024), DIRECTOR	1.0	Officer Director	$0	$0	$0
TIMOTHY MARRON JR	DIRECTOR (THRU SEPT. 2024)	1.0	Officer Director	$0	$0	$0
ANTHONY DONA	DIRECTOR (THRU SEPT. 2024)	1.0	Director	$0	$0	$0
BEN MURPHY	DIRECTOR	1.0	Director	$0	$0	$0
CHARLES SPRADLEY	DIRECTOR (THRU SEPT. 2024)	1.0	Director	$0	$0	$0
FRANK SWINGLE	DIRECTOR	1.0	Director	$0	$0	$0
GUY KERR	DIRECTOR (THRU SEPT. 2024)	1.0	Director	$0	$0	$0
HARDIN RAMEY	DIRECTOR	1.0	Director	$0	$0	$0
JAMES ESQUIVEL	DIRECTOR	1.0	Director	$0	$0	$0
JASON KULAS	DIRECTOR (THRU SEPT. 2024)	1.0	Director	$0	$0	$0
JEFFREY T ECKERT	DIRECTOR	1.0	Director	$0	$0	$0
JOSEPH K YOUNG III	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL SWEET	DIRECTOR	1.0	Director	$0	$0	$0
PATTON C CHAPMAN	DIRECTOR	1.0	Director	$0	$0	$0
RANDALL R ENGSTROM	DIRECTOR (THRU SEPT. 2024)	1.0	Director	$0	$0	$0
TIMOTHY P COSTELLO	DIRECTOR (THRU SEPT. 2024)	1.0	Director	$0	$0	$0
TIMOTHY UNDERWOOD	DIRECTOR	1.0	Director	$0	$0	$0
WILLIAM WILSHUSEN	DIRECTOR	1.0	Director	$0	$0	$0
BRANDON R BOOKER	SR. DIRECTOR OF FINANCE	8.0	Officer	$170,936	$30,407	$201,343
TERI ISAACS	COO	8.0	Officer	$360,371	$32,344	$392,715
JON DRAGO	EXECUTIVE DIRECTOR	5.0	Key Emp	$306,534	$45,518	$352,052
BRADLEY HOWLAND	DIRECTOR OF OPERATIONS	40.0	Highest	$138,100	$33,946	$172,046
BROOKE G FEDRO	SR. DIRECTOR OF MARKETING & COMMUNICATIONS	40.0	Highest	$138,836	$49,542	$188,378
CHARLES J MACKEY	SR. DIRECTOR OF EVENT REVENUE	40.0	Highest	$136,218	$28,500	$164,718
LINDA C JILEK	DIRECTOR OF FINANCE	8.0	Highest	$139,967	$32,084	$172,051
MARIA D MALDONADO	HUMAN RESOURCES DIRECTOR	40.0	Highest	$141,990	$23,309	$165,299

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$14,446,061	$12,099,881	$20,839,858	$2,346,180
2023	$12,195,670	$11,552,090	$17,536,377	$643,580
2022	$14,556,289	$9,194,473	$20,703,969	$5,361,816
2021	$14,779,972	$6,907,681	$18,267,503	$7,872,291
2020	$8,485,267	$8,612,523	$14,081,869	$-127,256
2019	$10,037,425	$11,781,932	$14,202,201	$-1,744,507
2018	$11,729,646	$13,761,877	$15,306,740	$-2,032,231