Salesmanship Club Foundation

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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

1992

Legal Domicile

Phone

2149439700

Tax Period

2023-11-01 to 2024-10-31

Salesmanship Club Foundation, founded in 1992, is a mid-sized nonprofit in the Community Improvement sector that reported $13.1M in total revenue in fiscal year 2023. Revenue surged 119% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.7M, a strong 36% operating margin.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $7,089,684 Revenue: $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. 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 years old 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 $234,590

Program Service Revenue $0

Investment Income $12,856,567

Other Revenue $27,373

TOTAL REVENUE $13,118,530

Expense Breakdown

Grants Paid $7,089,684

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,089,684

Other Expenses $1,306,713

TOTAL EXPENSES $8,396,397

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,118,530	$5,994,557	+1.2%
Expenses	$8,396,397	$8,048,188	+0.0%
Net Income	$4,722,133	$-2,053,631	-3.3%

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

N/A

Volunteers

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KURT STEVES	SECRETARY	1.0	Officer Director	$0	$0	$0
MARK GEHLBACH	TREASURER	1.0	Officer Director	$0	$0	$0
PETER C CHILIAN	CHAIRMAN	1.0	Officer Director	$0	$0	$0
BLAKE CECIL	TRUSTEE	1.0	Director	$0	$0	$0
GEORGE MORGAN III	TRUSTEE	1.0	Director	$0	$0	$0
JACK LAGERE	TRUSTEE	1.0	Director	$0	$0	$0
JAMES YODER	TRUSTEE	1.0	Director	$0	$0	$0
MIKE HAGGERTY	TRUSTEE	1.0	Director	$0	$0	$0
PAYNE LANCASTER	TRUSTEE	1.0	Director	$0	$0	$0
BRANDON R BOOKER	SR. DIRECTOR OF FINANCE	4.0	Officer	$0	$30,407	$201,343
TERI ISAACS	EXECUTIVE DIRECTOR	8.0	Officer	$0	$32,344	$392,715
LINDA C JILEK	DIRECTOR OF FINANCE	4.0	Highest	$0	$32,084	$172,051

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	$13,118,530	$8,396,397	$190,833,054	$4,722,133
2023	$5,994,557	$8,048,188	$163,612,190	$-2,053,631
2022	$8,836,135	$7,686,576	$167,334,346	$1,149,559
2021	$16,478,293	$6,762,228	$194,849,436	$9,716,065
2020	$4,239,483	$5,895,827	$158,358,007	$-1,656,344
2019	$10,954,246	$5,209,752	$148,387,920	$5,744,494
2018	$9,265,264	$4,716,663	$136,687,879	$4,548,601