Salesmanship Club of Dallas
Nonprofit profile at a glance
- EIN
- 750717135
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Dallas, TX, USA
- Phone
- 2149439700
- Rating
- 88
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $15,329,319
- Expenses
- $12,992,835
- Assets
- $24,058,132
- Liabilities
- $1,344,992
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
33 people listed
Executive titles in this filing
- FRANKIE BASSO (1ST VP (THRU 9/11/25), PRESIDENT (AS OF 9/11/25))
- JIM L LOZIER JR (PRESIDENT (THRU 9/11/25), DIRECTOR)
- JON DRAGO (EXECUTIVE DIRECTOR)
Highest reported compensation
- TERI ISAACS (COO): $423,188 total reported compensation
- JON DRAGO (EXECUTIVE DIRECTOR): $384,764 total reported compensation
- BRANDON R BOOKER (SR. DIRECTOR OF FINANCE): $207,828 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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 momentous institute with operating funds necessary to carry out operations and activities of its programs and facilities needs.
What it reported doing in 2024
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, 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. 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.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Grant intermediary. The nonprofit sent 94% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some related-organization disclosures are missing and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 88
- Transparency & Controls: 83
- Accountability: 100
- Sustainability: 64
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 81.7%; rating input score 82
- Program expense ratio: 95.5%; rating input score 95
- Fundraising efficiency: $883.64 raised per $1 spent on fundraising; rating input score 96; 96th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Scored; rating input score 0
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 15.2%; rating input score 77; 77th percentile among comparable filings
- Total-asset coverage ratio: 1.85; rating input score 59; 59th percentile among comparable filings
- Liabilities to assets ratio: 0.06; rating input score 82; 82nd percentile among comparable filings
- Officer compensation ratio: 14.2%; rating input score 9; 9th percentile among comparable filings
Growth
- Program expense growth: 1% per year; rating input score 100; 14th percentile among comparable filings
- Revenue growth: 2.8% per year; rating input score 100; 24th percentile among comparable filings
- Asset growth: 3% per year; rating input score 100; 23rd percentile among comparable filings
Details
- Where the money goes: 81.7% of revenue deployed · 95.5% of spending went to programs
- Governance: 17 of 17 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $12.4M in reported program spending
- Leadership: top reported pay $423K · 33 people listed · 3 of 6 pay-setting controls reported
- Consistency: 36 of 36 current checks pass
- Schedules: 7 filed schedules · includes major donors, grants, executive pay, and related organizations
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 10 filed money-flow records
- Related organizations: 5 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Related-party transparency scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 59/100.
- High — Sustainability: Officer compensation ratio scored 9/100.