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2013 ANNUAL REPORT

EXPECT MOMENTOUS OUTCOMES


2013 The year Salesmanship Club of Dallas decided to rename its Youth and Family Centers to

... lives transformed...

Because lives are transformed when a community prioritizes children’s social emotional health.

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In 2013, we focused on possibility and potential, in the lives of kids and families, and in our own work. We developed a bold, ambitious vision for the future — and knew it was time for a new name. In 2014, Salesmanship Club Youth and Family Centers becomes Momentous Institute, powered by Salesmanship Club since 1920. Momentous, because after nearly a century of working with kids and families, we see the power of expecting momentous outcomes. Momentous, because we know building and repairing social and emotional health creates a strong and vitally important foundation for all children. Momentous, because we are determined to help kids we will never meet by increasing our investment in research and training. We are looking for exponential impact, so more kids go on to achieve their full potential. People rise to expectations and we ‌ expect momentous.

Michelle Kinder Alan D. Friedman

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Executive Director

2013 Annual Report

Chairman of the Board

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At Momentous Institute, we focus on building and repairing social emotional health so kids can achieve their full potential. In case you were wondering‌ .

CHILDREN WITH STRONG SOCIAL EMOTIONAL HEALTH demonstrate self-control, communicate well, problemsolve, are empathetic, grateful, gritty and optimistic. Social emotional health is more predictive of long-term success than strong academics.

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PROBLEMS • In Dallas County, 1 in 4 residents live in poverty — households that earn less than $24,000 per year for a family of four. • By age 4, children who live below the poverty line are already 18 months behind their peers. At age 10, that gap is still present.

One in five children have a diagnosable emotional or behavioral problem, and 75 percent of kids do not receive the needed mental health services.

SOLUTIONS • Start early and engage parents. • Focus on social emotional health. • Combine strong relationships with high expectations. • Use an integrated approach to education and mental health. • Share proven strategies with educators and mental health professionals nationwide so we can help kids we will never meet.

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STRONG STARTS

To change the odds for kids, we have several key programs, including: • Our school, for students ages 3 years old through 5th grade in the Oak Cliff neighborhood of Dallas • A therapeutic preschool in Northwest Dallas for young children whose challenging behaviors have resulted in their expulsion from other preschools • Other therapeutic services, including play therapy, group therapy, parent education, and family therapy

100

%

OF ALUMNI GRADUATED HIGH SCHOOL ON TIME

Our 2013 school results prove that long-term success is possible when interventions start early.

We help kids growing up in poverty transform their lives by building and repairing social emotional health. Learning about their brain, self-regulation, problem solving, and understanding others leads to kids achieving their full potential.

• 97 percent advanced to higher education • 90 percent of our college freshmen re-enrolled for their sophomore year.

Strong social emotional health positions a child for academic achievement and lifelong success.

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We are committed to strengthening family bonds and developing parents’ confidence and competence so they can be strong advocates for their children at home and school. • Each of our students receives a home visit from their teacher prior to the beginning of the school year. • Parents fulfill volunteer participation requirements — 12 days annually — by engaging in several activities, such as serving breakfast and lunch to our students.

“ We are not born being parents. We are not going to be perfect, but after coming here for 10 weeks, my family communicates better. We understand that we have different perspectives and different ways to think.”

2,475

—M  s. G., whose family participated in Momentous Institute’s therapeutic afterschool program

PARENTS SERVED THROUGH PARENT EDUCATION

ENGAGING PARENTS PAGE 10

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EXPECT MOMENTOUS “I’ve always believed that families possess these strengths already and it’s about them finding a way to rediscover those strengths. Once they do, wonderful things happen.”

Encouraging children to meet challenging expectations communicates a belief in their potential. Each year, our students achieve outstanding academic success, all built on the foundation of prioritizing both rigorous academics and social emotional health.

— Fred Lines, Director of Child and Adolescent Therapy, Momentous Institute

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EXPANDING OUR REACH Our goal is to share proven practices and learn from others, partnering with the nation’s best and brightest in education and mental health so we can help kids we will never meet. In September, we presented our 2nd annual Changing the Odds conference, featuring keynote speaker Paul Tough, author of “How Children Succeed,” and Dr. Tina Payne Bryson, co-author of “The Whole Brain Child.” A capacity crowd of 800 professionals learned about cultivating resilience and perseverance in children. We presented 34 additional training seminars and workshops in 2013, attracting over 1,500 educators and mental health professionals. We also worked intensively with more than 40 trainees, including three American Psychological Association-approved predoctoral interns and 10 University of Texas Southwestern psychiatry fellows.

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“Momentous Institute is a leader in understanding the importance of integrating mental health and education. They have been developing programs for more than 90 years, which is why their trainings have so much depth. They are true collaborators and we are proud to partner with them.” —David J. Chard, Ph.D., Dean, Simmons School of Education and Human Development, Southern Methodist University

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KIDS ARE AT THE HEART ... of everything we do. That is what inspires all our supporters, from Salesmanship Club members and volunteers to donors and corporations.

The strengthening of social emotional health that we teach daily to kids and families? That same boost to one’s happiness and sense of purpose is felt every time someone gives back to the community. In addition to the outstanding annual HP Byron Nelson Championship — which has raised $132 million for Momentous Institute since 1968 — we are grateful for the yearround support and commitment of so many. Special thanks go to the following partners (gifts received in 2013 greater than $100,000; listed in alphabetical order):

AT&T Communities Foundation of Texas Constantin Foundation Edwin L. Cox Lupe Murchison Foundation Don and Trudy Steen Rees-Jones Foundation Sid Richardson Foundation Simmons Family Foundation

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therapeuticservices services 5,400therapeutic 5,400 1,600education 1,600 education

LIVES TRANSFORMED 3,000 3,000

who are our families?

Ethnicity

ClinicalServices Services Clinical

1,000 1,000

ScienceGoes GoestotoCamp Camp Science

programdiscontinued discontinuedFall Fall2013 2013 program A SNAPSHOT OF THE 7,000 LIVES IMPACTED IN 2013

Other 2%

Gender

Income Median Household Income, Texas

7,000

African American

A glimpse at the 58% Female 7,000 clients70%served 21%

Male 30%

Hispanic

225 225

who are our families?services... therapeutic services 5,400 in therapeutic 60 60 A glimpse at the 1,600 education 7,000 clients served

7,000

Ethnicity

Ethnicity Scholarship/Mentoring Gender JonssonSchool School Jonsson Scholarship/Mentoring parents parents Other 2%

African American

21%

Income

5,400 3,000

THERAPEUTIC SERVICES Clinical Services

2,725

32%

Community

1,600 education in therapeutic services...

11%

58%

Where are clients being seen?

Texas

$50,740

950

2,475

Oak Cliff

1,000 2,475 1,325

250

950

therapeutic groups

1,775 Science Goes to Camp

Oak Cliff

J. Erik Jonsson 2,475 Community

parentSchool education

overlap of 450 clients

225

sessions

RESULTs

Gender

National PovertyFemale Line Anglo 70% $23,050 19% therapeutic groups Median Client Income Greater than $40,000 $17,500 parent 1,77511% education

1,800

Harry Hines

1,325

Hispanic

21%

Income

Male High 30%

RESULTS RESULTs Science Goes to Camp

program discontinued Fall 2013

57%

100%

$20,000 $40,000

32%

Age:

Jonsson School parents

College Enrollment

How are clients being seen?

Where areGraduation clients High School Rate Clinical Sessions: being seen?

800

950

therapeutic groups

100% 350 225 2,725 1,775 88% 50 Community Harry 1,800 family Hines 0-5Former 6-12 13-17 18-20 Jonsson State of Texassessions

60

...plus 1,412 parents Students1,325 Scholarship/Mentoring

Oak Cliff

College

Enrollment 22,500 unduplicated

College

overlap of 450 clients Persistence

all numbers rounded down for simplicity

therapeutic clients

Rate

Greater than $40,000

88%

11%

National Poverty Line $23,050 Median Client Income $17,500

State of Texas

RESULTs

College Persistence

Texas

90% 100%76% Former Jonsson Students

State of Texas

Former Jonsson Students

99%

$50,740

High School Graduation Rate

97% 56% 2,475 Former State of parent Jonsson Students education

Median Household Income, Texas

Less than School $20,000 Graduation

Former Jonsson Students

family sessions

overlap of 450 clients

250

Median Client Income $17,500

Greater than $40,000

1,000 in therapeutic services...

How are clients being seen?

Harryprogram discontinued 1,800Fall 2013 Parent Education family Hines

2013 Annual Report

$20,000 $40,000

Clinical Services

Community

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African Household Income, Median American being seen?

Where being seen? 57%

58% Female stats reflect calendar year 2013 allnumbers numbers roundeddown down forsimplicity simplicity all rounded for Anglo 70% 19%

2,725

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How are clients

Less than Other are$20,000 clients 2%

Male 30%

Hispanic

Lives transformed. Lives 3,000 1,600 therapeutic services 5,400transformed. EDUCATION

32%

OUR FAMILIES who are our families?

Number of Clients

2,475 2,475

$20,000 $40,000

stats reflect calendar year 2013

ErikJonsson Jonsson J.J.Erik Community Community School School ParentEducation Education Parent

National Poverty Line $23,050

57%

Anglo 19%

250 250

$50,740

Less than $20,000

of therapy clients would recommend College Salesmanship Club Enrollment

88% State of Texas

College Persistence

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EXPENSES

MOMENTOUS INSTITUTE OPERATING FINANCIAL SUMMARY 2013 OPERATING REVENUE Salesmanship Club of Dallas (HP Byron Nelson and Salesmanship Club Foundation) $6,832,210 Other donations

$2,075,215

Service fees, interest and miscellaneous income

$616,035

TOTAL $9,523,460 2013 OPERATING EXPENSES Therapeutic services

$3,658,212

Momentous School (formerly J. Erik Jonsson Community School)

$2,745,953

Training and dissemination

$693,772

Youth camp

$177,351

Scholarship program

$225,240

Research and evaluation

$291,904

Administration, information technology and general expenses

$1,242,849

TOTAL $9,035,281

BOARD 2012-2013 BOARD OF DIRECTORS

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Alan D. Friedman, Chairman

James W. Esquivel

Michael P. Massad, Jr.

W. Brice Beaird

Robert L. Gray

Louis J. Schaufele

David G. Cabrales

Arthur J. Harding, Jr.

Richard D. Schubert

Mark W. Connell

H. David Hayden

F. Patrick Schultz

Jay C. Counts

Larry J. Haynes

Charles D. Spradley

Mark E. Crites

Michael J. Lafitte

Keith A. Waggoner

J. Dow Crocker

Peter A. Lodwick

Paul Whitman

Jack H. Davis

Matthew E. Malouf

James Yoder

Robert D. Dransfield

Richard K. Martin

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GRATEFUL

This list includes members of Salesmanship Club of Dallas, individuals and companies that have made donations of at least $500 to Salesmanship Club affiliates, and individuals and corporations that have sponsored the HP Byron Nelson Championship at a level of $5,000 and above. We regret that space limitations make it impossible to list all of our supporters. A Brite Co. / Frank Dunigan A.L. Chilton Foundation C. Tom Abbott Peter Aberg Accela Capital Accenture Accuvant Ace Decor and Finishes ACT Event Services Adams Golf Quincy Adams William J. Adams Addax Minerals LLC Don A. Addington Ron Adkison E. Jack Adleta Adobe Systems Aetna, Inc. Aggreko LLC AIG Commercial Asset Finance Dan Alaniz J. Michael Alcantar Joseph Alcantar Alcatel-Lucent Mark C. Aldredge John Aldrich Frank M. Aldridge III Michael F. Alessio John Alexander All-Tex Pipe & Supply, Inc. Alpha-Barnes Real Estate Services Adrian Alter American Airlines American Mortgage Advisers, Inc. Christopher Ammann Dr. Ronnie J. Anderson Anheuser-Busch Richard D. Anigian Anonymous Anonymous Anonymous Anonymous Apartment Realty Advisors Victor Arias Jr. Howard L. Armistead III

Arrow Electronics Arteriors Home Arthur J. Gallagher & Co. John L. Aspinwall Astellas AT&T Athas Health Marilyn Augur Family Foundation Austin Commercial Avaya Aviall B.C. Williams, Inc. Ralph W. Babb Jr. Norman P. Bagwell K. Brock Bailey Robert R. Baillargeon Thomas C. Bain Jr. Baker & McKenzie LLP Baker Botts L.L.P. Baker Brothers Plumbing Rhodes S. Baker III Rhodes S. Baker IV Richard V. Baker George W. Baldwin Peter W. Baldwin M. Allen Ball Paul Bancroft Bane Machinery, Inc. Bank of America Bank of Texas Bankston Nissan Stephen W. Barley Christy and Stephen Barnes Jeff Barnes Robert V. Barnes Jr. Michael A. Barnett Mr. and Mrs. James C. Barragan Jr. Warren C. Barry Peter B. Bartholow Paul M. Bass III Walker H. Bateman IV Baylor Family Medical Center at Riverside Baylor Medical Center at Frisco Baylor Medical Center at Irving Baylor University Medical Center Willard Brice Beaird The Beck Group John A. Beckert John T. Beecherl Robert F. Begert C. Huston Bell Deane R. Beman Ben E. Keith Foods Ben G. Barnett Foundation Benchmark Bank Rick and Allison Benners Bent Tree Country Club Brant Bernet Edward N. Bernet Charles M. Best Charles R. Biddle Robert J. Bigham Jr.

Billingsley Company Bionic Band BKM Sowan Horan, LLP Black Rock Aubrey C. Black Rebel E. Blackwell Jr. M. Robert Blakeney Brett J. Blakey Lloyd D. Blaylock Blue Cross Blue Shield of Texas Blue Lion Capital Pat S. Bolin Stanley C. Bould Donald E. Bowles Jr. Lloyd S. Bowles Jr. Patrick, Tiffany, Ashley and Brooklyn Boyce Renita and Steve Boyd Bracewell & Giuliani LLP Jon M. Bradley G.W. Bramblett Jr. Brandt Bill G. Brewer Robert Briggs Travis J. Briggs Ralph F. Brinegar Scott T. Brock Brodnax Printing / VariDoc, LLP F. Stephen Brooks Donald R. Brown Glen R. Brown Larry G. Brown W. Phil Brown W. Phillip Brown Jr. Browning Oil Company, Inc. Hal Browning Brownlie & Braden, LLC Tamika Brunetti

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GRATEFUL

Michael Bryant Bob E. Buddendorf Budweiser Robert M. Buell Sam P. Burford Jr. David W. Burgher Jr. David W. Burgher Sr. Ryan Burke Frederick W. Burnett Jr. Jim D. Burnham Bury Butler Burgher Group - BBG David G. Cabrales Cadillac Caelus Energy, LLC Cain Food Industries, Inc. Drew A. Campbell Michael Campbell Campisi’s Capital Commercial Investments, Inc. Capital One Bank The Carbon Companies Cardinal Capital Partners, Inc. John W. Carpenter III W. Plack Carr Jr. Carroll PC Carrollton Mineral Partners Harold D. Carter J. Dodge Carter J. Robert Carter III John W. Carver Ronald Jean Case J. Michael Casson James E. Castellaw Catlyn Capital Corp. CBRE CBRE Capital Markets CDW Corporation CFP Foundation Fred Chaney George C. Chapman J. Brett Chapman Patton C. Chapman Charles Schwab Chase Richard Cheatham Cherokee Crossroads, Inc. PAGE 22

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Children’s Medical Center Wilson Chu Chubb Group of Insurance Companies CIGNA Healthcare Cisco Donald L. Clark J. Coley Clark Steven Clay Pat and Gill Clements Foundation Bobby J. Cline Club Wyndham ClubCorp, Inc. Coca-Cola Refreshment Dr. James S. Cochran B. Raye Collier Bruce H. Collins Cologix Comerica Bank Texas Commonwealth Title - Patriot Communities Foundation of Texas Howard A. Compton Jr. George K. Conant Mark W. Connell Michael J. Connelly Consolidated Restaurant Operations, Inc. The Constantin Foundation The Container Store Continental Battery Co. Contran Corporation Convoy Servicing Co. Ashley and J.R. Cook Cool River Cafe William R. Copeland Edward A. Copley Jr. Corgan C. Jack Corgan David R. Corrigan Corrigan-Goddard Foundation Timothy P. Costello Edwin L. Cox Martin Cox Thomas W. Craddock Matthew R. Craft John F. Crawford Jack Craycroft Cresa Dallas John T. Crist

Mark E. Crites J. Dow Crocker Crockett, McBride & Assoc. at Merrill Lynch Crosstex Energy - Barry Davis Bobby Crotty Jr. Robert B. Crotty Barbara Hunt Crow King A. Crow Crown Castle Philip H. Cullum R. Brooks Cullum Jr. C. W. Culwell Curtain Wall Design & Consulting, Inc. CW 33 D Magazine and D CEO Dahlgren Duck & Associates James K. Dahlgren Dallas Cowboys Football Club The Dallas Foundation Dallas Mavericks The Dallas Morning News Dallas National Golf Club Dallas Stars Dallas / Fort Worth International Airport Dal-Tile International, Inc. Sam and Carol Dalton Darling International, Inc. Darr Equipment Co. DARR JCB Erik B. Daugbjerg David F. Davidson Charles K. Davis Charles T. Davis Jr. Daniel M. Davis Helen Buchanan Davis Jack H. Davis James B. Davis Levi H. Davis W. Richard Davis William F. Davis Dean Foods Company David A. Dean Robert J. DeBeer Dee Brown, Inc. Michael D. DeGrazier Walter J. DeLaRosa John S. Delatour

Dell Services E. Larimer Delzell R. Scott Dennis Nelson DeVega Dexter & Company, Inc DFW Door & Hardware Mark P. Dickenson T. D. Dickey III Dickey’s Barbecue Pits, Inc. Robert M. Dickson Slayden Diehl John Dienes Bernie DiFiore Robert L. Dillard III Daryl L. Doggett Ben C. Doherty Don & Trudy Steen Charitable Foundation Anthony Dona Robert and Debbie Douglas Dr Pepper Snapple Group Jon Drago Robert D. Dransfield Allan D. Duck George C. Dunlap George C. Dunlap Jr. Thomas M. Dunning Glenn L. Duphorne Herbert A. Durham Durst Image Technology W. Clayborne Duvall Jr. E & J Gallo Winery Eagle Oil & Gas Co. Eagle Pipe & Supply, Inc. Thomas M. Echols Jr. Jeffery T. Eckert John A. Edrington III EFG Companies Elemetal James T. Elliott III Alfred W. Ellis James A. Ellis III Energy Square R. Robert Engstrom Jr. Randall R. Engstrom Enterprise Holdings Foundation Enterprise Rent-A-Car Ericsson Inc. Hector Escamilla Jr. ESPN Radio Dallas James W. Esquivel Ruben E. Esquivel Dr. B. Henry Estess Jr. Blake H. Estess Andrew Evans Pame and Roy Gene Evans Ewing Automotive Group S. Finley Ewing III Exco USA Exxon Mobil Corporation FabHar Metalworks Facebook Robert M. Farrell Jerry S. Farrington Fast Signs-Central

Alan D. Feld Ferguson Ferguson Heating & Cooling J. Robert Ferguson III Thomas D. Ferguson Brian A. Ficke Robert J. Finegan Fisher Textiles Knox Fitzpatrick 511 John Carpenter Mattia J. Flabiano III William H. Flaherty Christie S. Flanagan Ric L. Floyd Fluor Randall and Ola Fojtasek C.W. (Bill) Foose Herschel V. Forester Fort Worth Freightliner Joseph H. Foster Jr. Four Seasons Resort and Club Robert J. Frank John C. Franklin Dick and Susan Frazier Freeman Auto Group Denward L. Freeman D. Gilbert Friedlander Alan D. Friedman Frito Lay Frost - Banking Investments Insurance Dr. Steve M. Frost FTI Consulting, Inc. Fujitec America Fulbright & Jaworski LLP John D. Fulkerson Duncan T. Fulton III Gregory Galbraith Galleria Dallas Timothy A. Gamso Gerald and Lori Gansert Lawrence F. Gardner Stanley D. Gardner GEICO General Datatech Generational Equity P. Michael George Dr. John T. Gill Girl Scouts of Northeast Texas - Troop 1145 GKN Foundation Mitchell S. Glieber William R. Goff Donald F. Goldman Golfsmith Larry Golman John J. Gomez Oscar C. Gomez Mike A. Goodall William J. Goodwin GoVision Jerry L. Grable Louis J. Grabowsky Rick J.W. Graham Granite Properties Grant Thornton LLP

Warren L. Gravely Jr. Robert L. Gray Arthur W. Green II Garry R. Grier Guy U. Griffeth T. James Grisham R.J. Grogan Jr. Irwin J. Grossman C. Christopher Groves Richard A. Gump Jr. Joe M. Haggar III Mike Haggerty Steven D. Hahn J. Randall Hall John H. Hall II Howard Hallam Sara and Robert Hallam Mark Halliwell Robert T. Halpin Jr. W. Frederick Hamm Kurt W. Haney Stephen E. Hanna Hanson Pipe & Precast, Inc. Arthur J. Harding Jr. Harry Hargrave Hargrove Electric Co., Inc. Howell Harralson Steve Harris Virgil E. Harris III Donald L. Harrison Jr. Hawkins - Welwood Homes John S. Hawkins Douglas D. Hawthorne H. David Hayden Harrell S. Hayden Haynes and Boone, LLP Larry J. Haynes Jeff Heller Scott C. Henderson Walter T. Henderson Samuel P. Henry Herb’s Paint & Body Shops Lawrence R. Herkimer Darrell L. Hernandez Dr. Rick F. Herrscher Hersh Foundation HFF LP Paul E. Higgins Highland Park Village Hill & Wilkinson Ltd Lyda Hill Randy L. Hill William T. Hill Jr. Mrs. Morris Hite The Hoglund Foundation HollyFrontier Corporation Houston E. Holmes Jr. James H. Holmes III Robert C. Holmes M. Douglas Horn Fred Hoster Don M. Houseman Frank B. Houseman L. Ben Houston Jr.

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GRATEFUL Kristen and Bill Howell HP Patrick V. Hrncir David H. Hudnall M. R. & Evelyn Hudson Foundation Mimi and Ward Huey Humana Walter J. Humann Jr. Walter J. Humann Sr. Hunt Cares Operating Fund of Communities Foundation of Texas Hunt Realty Investments Bruce W. Hunt Ray L. Hunt Todd M. Hunt Graeme Hunter Hunton & Williams, LLP Darrell D. Hurmis Robert T. Huthnance Jr. Hydro Aluminum IBM Global Services Michael W. Imhoof Insurance Industry Charitable Fnd Texas SE Division Inwood National Bank Jack Ed Irons Irving Convention & Visitors Bureau Irving Economic Development Partnership ISN Ivy Funds J. M. Haggar Jr. Family Foundation J.B. Williams Investments Jackson Walker, LLP T. Gregory Jackson Jim Jacobs John L. Jenkins JLB Partners JMEG, LP Galen Johnson James M. Johnston Jones Day Craig A. Jones George F. Jones Jr. Gregory A. Jones Harry M. Jones Jr. James Jones Phillip R. Jones Thomas E. Jones Jones-Neitzel Company Darrell E. Jordan David W. Jordan George R. Jordan Jr. H. Grady Jordan Sr. Lee Roy Jordan Stephen T. Jordan Timothy J. Jordan William K. Jordan JPMorgan Chase & Co. Kane, Russell, Coleman, & Logan, P.C. KDC Real Estate Development Daniel K. Kearns R. Kinne Kell Kevin L. Kelley Terry Kelley Guy H. Kerr

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Dale V. Kesler Ketel One Vodka Key Energy Services, Inc. Michelle and Patrick Kinder Thomas W. Kindred Frank and Merrie Ann King Frank-Paul A. King Randall and Judy Kirby Philip C.W. Kistler Ashlee and Chris Kleinert Bruce W. Klingman Michael L. Knapek Richard Knight Jr. Graham R.E. Koch Dominic G. Koeijmans KPMG LLP Frederick W. Kraft The Kroger Co. L&B Realty Advisors, LLP Michael R. Lacy D. Gregg Lafitte Darrell M. Lafitte Michael J. Lafitte Richard R. Lafitte Robert G. Lambert Roger Lambourn J.L. Lancaster III James R. Lancaster John L. Lancaster IV Land Rover Dallas Michael K. Lane Douglas S. Lang Lantern Asset Management, LLC Robert W. Law Lawns of Dallas Daniel H. Lawson Howard L. Lawson Tom Lazo Sr. Richard E. LeBlanc G. C. Ledyard Jr. The Lee Family Foundation Linda Lee Wayne E. Lee LegacyTexas Bank Lehigh Hanson Level (3) Communications J. Michael Lewis Michael S. Lewis Fred F. Ligon III Lincoln Centre Lincoln Property Company Gary V. Lindsey Stephen M. Lipscomb Litler Mendelson Foundation, Inc. David G. Little James R. Littlejohn Lockton Companies Lockton Dunning Benefits John W. Lodewick Peter A. Lodwick Michael G. Loftis Loring Cook Foundation Jack Lowe Jr. James L. Lozier Jr.

Luther King Capital Management Lynn Tillotson Pinker Cox M & M The Special Events Company M&S Technologies, Inc. M. R. & Evelyn Hudson Foundation Michael N. Maberry John and Courtney Madden William B. Madden Daniel M. Mahoney Main Event Kenneth S. Malcolmson Matthew E. Malouf Mario Sinacola Companies Timothy Marron Jr. Schuyler B. Marshall Richard K. Martin Mary Kay Inc. Mary Potishman Lard Trust Michael P. Massad Sr. Michael P. Massad Jr. Robert A. Massad MasterCard Mattress Firm, Inc. Maverick Capital Charities Preston L. McAfee McAlister’s Deli James K. McAuley William L. McCann Carl G. McCaslin Jr. J.D. McCaslin William B. McClung Robert A. McCulloch Mike P. McCullough Jr. P. Mike McCullough Sr. Wayne C. McCullough A. Patrick McEvoy Sr. Patrick McEvoy Jr. Robert C. McFarlane David H. McGuire Donald B. McIlhenny Jes D. McIver Jack I. McJunkin Kirk E. McJunkin Michael D. McKenzie Peter H. McKenzie Mike McKinley MCL Construction LLC Casey McManemin Stewart H. McNairy Michael L. Meadows MEDCO Construction LLC Medical City Dallas Todd C. Meier Meisel Blair G. Mercer Jr. Earl Merrell Jr. Joseph Merritt Methodist Health System MetLife Christian T. Metten Steven K. Meyer MHBT Inc. Mi Cocina Michelob ULTRA

Earl Miche Microsoft MIINC, L.P. Mike A. Myers Foundation Mike Massad Agency, Inc. Millennium Directional Drilling, Inc. Chas Bolanz Miller Miller, Egan, Molter & Nelson LLP J. Frank Miller III Family Phil Millner & Company PC Dr. Roby D. Mize William G. Moize Baker Montgomery Benjamin H. Montgomery W. Jefferies Montgomery William A. Montgomery Moody Oil Company, Inc. Edward W. Moore Jr. S. Louis Moore Jr. Samuel S. Moore Michael W. Moran George E. Morgan III Moriah Real Estate Company Mosquito Nix Mother Murphy’s Flavors Mark S. Moussa William G. Mundinger II Carlos Munguia The Lupe Murchison Foundation

Sergio A. Murillo Brian Murphy Mark Murray Mutual of Omaha Bank Myers Financial Jack C. Myers Robert L. Myers Michaux Nash Jr. Noble W. Nash Nathan D. Maier Consulting Engineers, Inc. National Family Care Life Insurance Nature Valley Bill R. Neale Richard S. Neely James R. Neitzel NetApp, Inc. Mr. and Mrs. Bob Neuhoff Joe Oscar Neuhoff Jr. Joseph Boyd Neuhoff Steven R. Neuhoff Thomas H. Neuhoff New York Life Retirement Plan Services Cary S. Newman L. Lynn Newman Layne C. Newman William M. Newman III Newstone Capital Partners, LLC NexBank Nike, Inc.

Laurence W. Nixon Nolan Consulting, Inc. John M. Nolan J. Michael Nolan, Jr. Noranda Aluminum, Inc. Daniel P. Novakov Edwin E. Nowlin Patrick Nugent E. Allen Nye Jr. Oak Cliff Coalition for the Arts Oak Farms Dairy Sonny Oates M. Blair Oden William J. O’Dwyer Old Republic National Title Insurance Thomas W. Oliver Oncor Oracle Resources, LTD OsteoMed Lee W. Owen G. Schuyler Page Jr. PageSoutherlandPage, LLP Samuel Wm. Papert III Paragon Services Park Place on Turtle Creek Brooks T. Patrick PBI Supply, Inc. / Selle Supply Company C. Matson Pearce Don S. Pearce Howard E. Peck Martin C. Peck Harold F. Peek PegasusAblon Carlos J. Peña Perimeter Global Logistics Perkins-Prothro Foundation Christopher W. Peterie Dr. Paul C. Peters Joseph N. Petet Petro-Hunt LLC J. Jason Petty PGA of America PGA TOUR Superstore Phillip B. Philbin Robert H. Pickens Pierce Hardware Charles C. Pierce Jr. J. Allen Pierce Larry and Ann Pinion Pioneer Natural Resources PlainsCapital Bank James W. Porter Jr. Jeffrey J. Porter John B. Poston Potter Concrete, Ltd. Gregory D. Potter Darryl D. Pounds Prairie Creek Partners LP PricewaterhouseCoopers William L. Price Charitable Foundation Kathryn A. Priddy Bill J. Priest Prime Lending Mortgage Protective Packaging Corp. Proteus On Demand Ralph W. Pulley Jr. Clay B. Pulliam Paul A. Pulliam Pursue Energy Corporation www.momentousinstitute.org

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QuadWilliamson David N. Quisenberry Richard N. Quisenberry Howard E. Rachofsky Alphonso Ragland III W. Scott Ragland Robert E. Rain David Rambie Hardin R. Ramey James S. Ramsey Jr. RAPP Robert E. Ratelle Jr. Dr. Karl Rathjen Kurt Rathjen Rebel Services, Inc. Red Hat, Inc. Red Steel Company Redi Mix Concrete David D. Reed W. Wallace Reed Michael E. Reeder Foster Reese III The Rees-Jones Foundation Edmund Reeve III Stuart Reeves Refinery Specialties, Inc. Regency Centers Region 10 Education Service Center Regus Jerry Reid The Republic Group Republic Services Republic Title of Texas, Inc. - Commercial Republic Title - Residential Division Retirement Advisors of America Michael Retzer Jr. G.T. Reynolds III George T. Reynolds IV Jim Rice Sid W. Richardson Foundation Nancy G. Riddle Ridgemont Commercial Construction

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2013 Annual Report

Ridgemont Equity Partners Rio Tinto Alcan - Ingot Sales Scott Ritter John B. Roberson Harry M. Roberts Jr. James C. Roberts Robertson, Griege & Thoele Robin Robinson Scott Robinson Gary D. Roden Henry L. Rodriguez Rogers - O’Brien Construction Romco Equipment Co. Edward W. Rose III Rosewood Foundation David E. Rupley John C. Rutledge Sr. Sadie Funk Philanthropic Fund of the Dallas Jewish Community Foundation Salesforce.com Santander Consumer USA and Chrysler Capital Sapphire Foundation, Inc. Saputo Dairy Foods USA John (Steve) Saunders Frank Scardino Louis J. Schaufele Pete Schenkel William L. Schilling Schlumberger Oilfield Service Victor J. Schmerbeck Schmidt & Stacy David A. Schmidt George R. Schrader Dr. Richard D. Schubert Gail and Pat Schultz Dr. John R. Schumacher Michael S. Schwartz James S. Scofield Scott & Reid General Contractors Michael D. Scott Scovell Family Fund of The Dallas Foundation John F. Scovell

Debbie and Ric Scripps William H. Seay Jr. Robert F. See Jr. Senderra Rx SettlePou 7-Eleven Sewell Lexus Sewell Village Cadillac-Saab-Hummer Robert F. Sexton Shackelford, Melton & McKinley, LLP George A. Shafer Shannon Gracey Ratliff & Miller, LLP Scott D. Sherer Stan Shipley David W. Shuford William C. Shuford Jr. Bruce A. Sifford Silverleaf Resorts The Simmons Family Foundation Robert H. Simmons The Sister Fund 6565 MacArthur Ellis M. Skinner II Teresa Skinner Kent Skipper Richard Skorburg Gary G. Sleeper Douglas C. Smellage Brett A. Smith Donald E. Smith G. Andrews Smith G. Stacy Smith Jim Ray Smith Michael G. Smith Robert B. Smith Russell B. Smith Vernon S. Smith Jr. Wade C. Smith Anthony C. Snell Donald H. Snell James R. Snell Jean S. Snodgrass Softlayer John D. Solana Charles M. Solomon Somerville Companies, Inc. Southeastern Extrusion & Tool Southwest Construction Services Southwest International Trucks Southwest Risk, LP Southwest Securities, Inc. Webb Sowden Jr. Spaeth Industries M. Paul Spain Ben H. Sparkman Sparkman / Hillcrest Funeral Homes & Cemetery Sport Clips Haircuts Charles D. Spradley SSI John A. Stabler Kent Stainback Joe H. Staley Jr. Starbase Aviation Starwood Hotels & Resorts State Fair of Texas Don C. Stephenson Andrew M. Stern Fred Stern Stewart Dugger & Dean PLLC

GRATEFUL

G. Michael Stewart Homer L. Stewart Jr. Thomas H. Stewart Tom Stewart Jr. Stifel, Nicolaus & Company, Inc. Michael A. Stone Robert G. Storey III Sally Seay Stout Strasburger & Price, LLP Stephen M. Straty Robert S. Strauss Theodore H. Strauss Stream Realty Partners, LP Strong Capital Dan P. Strother McCullough Strother William E. Strother John T. Stuart III John F. Stull SturdiSteel - Johnny Bledsoe Jenifer and Tommy Summers Joe and Megan Sun Sunbelt Rental Ronald L. Sussman Samuel R. Swanson III Michael R. Sweet Thomas E. Swift III Family Thomas S. Swiley Swingle, Collins & Associates Frank Swingle Symantec Corporation Systemware, Inc. T&B Equipment Co. David B. Tabor Mike M. Tabor TAC Peter M. Tart Tartaglino Richards Family Foundation D. Blakley Taylor John R. Taylor Jr. John A. Taylor Paul Taylor TDIndustries Tech Light Wayne A. Tenney Texas Air Systems Texas Capital Bank Texas Christian University Texas Health Ben Hogan Sports Medicine Texas Health Resources Texas Instruments Texas Mutual Insurance Company Texas Rangers Baseball Club Texas Tech Univ. College of Arts & Sciences Thermo King of Dallas Milton H. Thomas Jr. Thompson & Knight Foundation Thompson & Knight LLP Cullum Thompson Jr. H. Douglas Thompson John P. Thompson Jr. Scott M. Thompson Thumb Tool & Engineering Co. Ticketmaster

TierPoint Tiff’s Treats Time Warner Cable Kip Tindell III Tiseo Paving Titan John W. Titus Tolleson Wealth Management Gifford O. Touchstone Randolph G. Touchstone The Towers at Williams Square Robert H. Townsend TracyLocke Trane Michael E. Trapp Traylor Bros., Inc. Trex Company Trigon Tubulars, Inc. Trinity Drywall & Plastering / J & E Masonry Trinity Industries, Inc. Triumph Trojan Battery Company John M. True TrueMedicine, PA / Premier ACO TSI USA Turner Construction Company David O. Turner Jeff Turner - Duke Realty Corporation Ralph Winkie Turner Tom E. Turner Brian J. Tusa Charles J. Tusa TXU Energy The Tyler Foundation U.S. Risk Insurance Group, Inc. Uber Timothy C. Underwood Jr. United Benefits, Inc. United Site Services United Way of Metropolitan Dallas UnitedHealthcare University of Dallas UST Mamiya Tommy A. Valenta John E. Van Amburgh Steven W. Van Amburgh William H. Vanderstraaten Velocis Partners Veritex Community Bank Victory Park ViewPoint Bank Eugene E. Vilfordi Vinson & Elkins LLP Visionworks VMG Health VMware John C. Vogt Keith A. Waggoner Thomas J. Waggoner III John L. Wagner John R. Wagner W. Kelvin Walker The Wall Street Journal Mike M. Wall

Webb L. Wallace James M. Walley Jr. Julie O. Wallis Walter A. Walne Jean and Tom Walter John H. Walter Libby and Jeff Walter Robin F. Wantland Bryan A. Ward Water Event WaterStone David S. Watson WCS Oil & Gas Corporation James H. Webb III James H. Webb Jr. Garry A. Weber Robert F. Weichsel Wells Fargo Bank, N.A. Lawrence M. Wesson Jr. Western Extrusions Corporation Westwood Management Corp. Westwood Trust Which Wich Jon B. White Leland White William D. White Jr. Paul Whitman William Whitsitt Joe Pete Wilbert Jr. Robert E. Wilbur Worthey D. Wiles III George E. Wilkin Jr. Robert G. Wilkinson J. Bowman Williams Jr. Joel T. Williams III Joel T. Williams Jr. Dr. Phillip Williams Jr. Jerry B. Williamson Wills Capital Partners Donald H. Wills James R. Wills III William C. Wilshusen John S. Wilson Lawrence A. Wilson Lindsay and Craig Wilson Terry M. Wilson Ward P. Wilson Winstar World Resorts Winstead PC Robert A. Womble Alan Wood C. Peery Wood Scott A. Wood John D. Worley Joseph A.I. Worsham Joseph I. Worsham II Kim and Evan Wyly Wyndham Hotel - Love Field John M. Yeaman James Yoder Joe Young Zurich Insurance Group

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RED HEART THE RED HEART SOCIETY速 MEMBERS

These individuals and estates have made planned gifts as of December 31, 2013. C. Thomas Abbott John Howard Aldrich Anonymous Anonymous Robin and Norman P. Bagwell Thomas C. Bain Jr. Arthur Z. Barnes Estate Robert V. Barnes Jr. Ben G. Barnett Foundation Trust Peter B. Bartholow Paul M. Bass Jr. Estate John A. Beckert Barbara and Robert J. Bigham Aubrey C. Black Pat S. Bolin Glen R. Brown W. Phillip Brown Jr. John W. Carver Steven Henry Clay Chester R. Cole Estate George T. Connell Estate Edward A. Copley Jr. Carol and C. Jack Corgan David R. Corrigan Timothy P. Costello Mark Edward Crites Robert B. Crotty Charles K. Davis Edwin L. Delzell T. D. Dickey, Jr. Estate Bernard DiFiore Randall R. Engstrom Gene and Jack Evans Estate Alan D. Friedman John D. Fulkerson Gregory Alan Galbraith Felix B. Goldman Estate Robert L. Gray Arthur W. Green, II Terry Griffin Estate Michael P. Haggerty J. Randall Hall Arthur J. Harding Jr. Harrell S. Hayden

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2013 Annual Report

Janie and Walter T. Henderson C.O. Horn Estate Fred and Kathleen Hoster Don M. Houseman Frank B. Houseman J.L. Huffines Estate James M. Johnston Kevin L. Kelley Guy H. Kerr Michelle Kinder Delane Kinney Michael James Lafitte Roger Lambourn Katherine Lang Estate Peter A. Lodwick Michael N. Maberry Schuyler B. Marshall Michael P. Massad Sr. Michael P. Massad Jr. Robert A. Massad William Lee McCann Carl G. McCaslin Jr. Robert A. McCulloch P. M. McCullough P. Michael McCullough Jr. Patrick McEvoy Jr. Jack I. McJunkin Louise Nelson Trust Henry Neuhoff III Joseph Boyd Neuhoff Laurence W. Nixon John M. Nolan Anne and M. Blair Oden Ida and Sam Papert Estate Don S. Pearce C. Matson Pierce Charles C. Pierce Jr. John Allen Pierce Charles H. Pistor Jr. Estate Jeffrey J. Porter Gregory Duane Potter Alphonso Ragland III David Foster Rambie Edmund A. Reeve III

B.C. Robertson Estate Rowland K. Robinson Louis J. Schaufele William L. Schilling George R. Schrader Frederic N. Scripps George A. Shafer Stanley J. Shipley William C. Shuford Jr. Kent Skipper Robert B. Smith James Robert Snell John D. Solana Michael C. Spain Harold Star Jr. Estate Andrew M. Stern Charles P. Storey Estate Frank Swingle M. Cullum Thompson Jr. John W. Titus Gifford O. Touchstone Randolph G. Touchstone Ralph E. Turner Timothy C. Underwood Jr. Tommy A. Valenta Steven W. Van Amburgh Rose S. Van Wert Estate Eugene E. Vilfordi Keith A. Waggoner Alden E. Wagner Estate Webb L. Wallace Robin F. Wantland James H. Webb Jr. William M. Weiss Estate Lawrence M. Wesson Jr. Paul Whitman Robert E. Wilbur Joel T. Williams Jr. Robert A. Womble Joseph A.I. Worsham Joseph Irion Worsham II

Thank you for investing in Momentous futures.

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Oak Cliff Campus 106 E. Tenth Street Dallas, TX 75203 214.915.4700 Harry Hines Campus 9705 Harry Hines Boulevard Dallas, TX 75220 214.916.4000 www.momentousinstitute.org

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