Page 1

SETTLE YOUR GLITTER 2 0 1 4 A N N UA L R E P O R T


We believe in expecting momentous outcomes for all kids. More kids than ever are experiencing toxic stress, trauma and abuse — impeding their ability to build relationships and learn. There are two key ways to buffer the path for children who come from tough beginnings: • Strengthen safe relationships — in the home, school and community • Nurture self-regulation — train the brain out of fight, flight or freeze and into a calm state so kids can think clearly, connect with others and solve problems. Or said another way, help kids develop the ability to Settle their Glitter. We know that safe relationships and self-regulation make the difference and are the first steps toward strong social emotional health. We know this, but if you look at schools, day cares and homes, our daily practices have not caught up with the science.

THE GLITTER BALL: Think of a glitter ball* as your brain. When you shake it up, it’s cloudy and cluttered — the same way your brain is when you’re excited, scared or full of emotion. It’s hard to think clearly and make good decisions. If you take a minute to breathe and focus your attention, the glitter will settle. It won’t disappear — just as the challenges we face each day won’t magically go away — but now your brain is clear and calm, allowing you to make good choices. *We learned about the glitter ball from Susan Kaiser Greenland’s The Mindful Child.

SETTLE YOUR GLITTER

Momentous Institute is devoted to helping bridge the gap between the research and our daily interactions. Salesmanship Club of Dallas has urged us to expand beyond our school and therapy centers by investing in more training and research in hopes of helping countless kids — some we may never meet. As a nation, we are experiencing one of those rare times in history when our sense of hope matches our sense of urgency. The path toward a preferred future for kids is clear. We just have to choose it.

Michelle Kinder Executive Director

PAG E 2

|

2 01 4 A N N UA L R E P O RT

Bill Flaherty Chairman of the Board, 2013-2014

W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 3


o

UR VISION

Social emotional health for all kids so they can achieve their full potential.

“

Early education and social emotional health equip children with a foundation for future achievement, and I could not be more excited for Dallas ISD to learn from the incredible successes of Momentous Institute as we partner together. This coordinated effort puts our community in the best possible position to change

the odds in favor of even our most vulnerable children.

— Alan Cohen, Executive Director, Early Childhood & Community Partnerships, Dallas ISD

o

UR STRATEGY

Utilize the direct work we do with families at our school and therapy centers to inform our research and training. Equip educators, mental health professionals, parents and decision makers with trauma-informed strategies and mindsets that strengthen social emotional health.

PAG E 4

|

2 01 4 A N N UA L R E P O RT

W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 5


THE BRAINY BUNCH

We are extremely excited and optimistic about working with Momentous Institute — a valued partner who, by sharing its successful practices, helps us learn and implement key social emotional health strategies in our large urban school system. —

M  ichael Sorum, Ed.D., Deputy Superintendent, Fort Worth ISD

THE BRAIN HAT: Whether trying to concentrate during a difficult task or celebrate an “Aha!” moment, the kids we work with love wearing the brain hat.

Drawing by Momentous School student Mia.

PAG E 6

|

2 01 4 A N N UA L R E P O RT

W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 7


SOCIAL EMOTIONAL HEALTH PAG E 8

|

“

Adverse childhood experiences are the single greatest unaddressed public

health threat facing our nation today. —

t

 r. Robert Block, former President of D the American Academy of Pediatrics

RAUMA INFORMED

Even a basic understanding of how trauma impacts the brain, relationships and learning can transform how we engage with kids and families.

© 2014 Momentous Institute

2 01 4 A N N UA L R E P O RT

W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 9


i

N IT TOGETHER

Safe relationships are the foundation of strong social emotional health, and the attuned, connected parent-child relationship is where it all begins. Parents are the single-most underutilized resource when it comes to improving education and mental health.

PAG E 1 0

|

2 01 4 A N N UA L R E P O RT

W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 1 1


L

A glimpse at the 6,000 clients served

who are our families?

IVES TRANSFORMED stats reflect calendar year 2014

Therapeutic Services

5,400 therapeutic services 600 education

Gender

Ethnicity

A snapshot of the 6,000 kids and family members we worked with directly in 2014.

Other 2%

African American 18%

Hispanic Anglo 55% 26%

Male 27% Female 73%

Clinical Services

Parent Education

2,700

Where are clients being seen?

High School Graduation Rate

1,450

800

therapeutic groups

family sessions

88%

97% Momentous School Alumni

State of Texas

2,700

parent education

College Enrollment

College Persistence

50

Scholarship/Mentoring ip/Me Ment ntor tor oriin ing ing

Number of Clients

Therapy/Group Sessions:

all numbers rounded FoR simplicity

Changing the Odds. 2 01 4 A N N UA L R E P O RT

RESULTs

1,900

Harry Hines

Age:

|

Male 49%

85%

Qualify for free/ reduced lunch

How are clients being seen?

1,350

Momentous Mome Mo ment me nto nt ous ous ou School S Sc chool Students

PAG E 1 2

Female 51%

in therapeutic services...

Oak Cliff

Momentous School Parents

Hispanic 92%

$50,740 National Poverty Line $23,050

Community

300

Gender

Median Household Income, Texas

2,600

250

Ethnicity

4% African American 4% Other

Median Client Income $17,500

2,700

Momentous School

750 325 310 0-5

165

86% 51%

88% 75%

Momentous State of School Alumni Texas

Momentous State of School Alumni Texas

6-12 13-20 18-20 ...plus 1,150 parents

27,700 unique

therapeutic clients over 5 years

98%

of therapy clients would recommend Momentous Institute

83% of therapy clients report their ability to manage problems has significantly improved

W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 1 3


EXPANDING OUR REACH

Total Trained – Over

Count includes duplication of attendees at multiple trainings.

|

20 112

States

Places we trained States represented at our local trainings

h

ELPING KIDS WE WILL NEVER MEET

By training and collaborating with educators, mental health professionals and decision makers, we hope to impact the lives of far more kids than we could ever serve directly. PAG E 1 4

5,000

2 01 4 A N N UA L R E P O RT

Cities

We feel inspired, humbled and challenged in our partnership with Momentous Institute and our collective launch of the Teach for America Dallas-Fort Worth Summer Institute. We know we have not yet scratched the surface for what we

can accomplish together to benefit students and families across North Texas. —

Alex Hales, Executive Director, Teach for America, Dallas-Fort Worth

W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 1 5


c

HANGING THE ODDS CONFERENCE

Our 3rd annual, sold-out conference — featuring Malcolm Gladwell, Rick Hanson, Tony Wagner, Wendy Mogel, and Ron Berger — convened 1,000 professionals from around the country for two days of solution sharing.

Momentous Institute Executive Director Michelle Kinder welcomed the sold-out crowd.

A capacity crowd of educators, mental health professionals and more learned about the importance of expecting momentous outcomes for kids and their families.

Conference attendees worked together to learn first-hand the effectiveness of experiential learning.

Salesmanship Club of Dallas members, our beloved Red Pants, delighted the audience with their charm.

PAG E 1 6

|

2 01 4 A N N UA L R E P O RT

Five-time New York Times best-selling author Malcolm Gladwell served as keynote speaker.

W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 1 7


g

ENERO-CITY

The tremendous community involvement and support we receive extends far beyond the 18th hole, with year-round commitment from Salesmanship Club members, volunteers, donors, foundations and corporations — valued partners who help make our work possible. Special thanks to the following partners (gifts received in 2014 greater than $100,000; listed in alphabetical order):

f

ORE-EVER GRATEFUL

Since 1968, the outstanding support of the AT&T Byron Nelson, hosted by Salesmanship Club of Dallas, has raised $137 million for Momentous Institute.

PAG E 1 8

|

2 01 4 A N N UA L R E P O RT

Anonymous

Momentous School students congratulate 2014 tournament champion Brendon Todd.

W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 1 9


f

INANCIALS

Momentous Institute Operating Financial Summary 2014 OPERATING REVENUE AT&T Byron Nelson and Salesmanship Club Foundation Philanthropic Gifts and Contributions Fees (Families, Training and Misc.) TOTAL REVENUE 2014 OPERATING EXPENSES Therapeutic Services Momentous School Innovation and Impact Youth Camp Scholarship Program Information Technology Development Administration TOTAL EXPENSES

b

$7,901,933 $2,054,106 $855,792 $10,811,831

$3,658,852 $2,984,367 $1,658,689 $174,736 $205,390 $425,753 $312,881 $1,318,847 $10,739,515

OARD

Bill Flaherty, Chairman Mark Connell Mark Crites Dow Crocker Scott Dennis Bob Dransfield James Esquivel

PAG E 2 0

|

Alan Friedman Duncan Fulton Bob Gray Mike Haggerty Art Harding Mike Lafitte Dick LeBlanc

2 01 4 A N N UA L R E P O RT

Jim Littlejohn Pete Lodwick Matt Malouf Bill McClung Robert McCulloch Greg Potter Lou Schaufele

Richard Schubert Andy Stern Keith Waggoner Bill Wilshusen Jim Yoder

W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 2 1


g

RATEFUL

This list includes members of Salesmanship Club of Dallas, individuals, foundations and companies that have made donations $500 and above to Momentous Institute, and individuals, foundations and corporations that have sponsored the AT&T Byron Nelson at a level of $5,000 and above. We regret that space limitations make it impossible to list all our sponsors. 2000 McKinney A.L. Chilton Foundation C. Abbott Accenture Accuvant ACE Group ACT Event Services Adams Golf Vicki and John Adams Quincy Adams William J. Adams Don A. Addington Bill Addy Ron Adkison E. Jack Adleta Adobe Advocate Reinsurance Partners, LLC Aetna, Inc. Eric L. Affeldt A.G. Hill Partners Aggreko LLC J. Michael Alcantar Joseph Alcantar Alcatel-Lucent Mark C. Aldredge John Howard Aldrich Steven J. Aldrich Frank M. Aldridge III Michael F. Alessio John Alexander Alliance Residential Company All-Tex Pipe & Supply, Inc. Alpha-Barnes Real Estate Services Adrian Alter American Airlines Anheuser-Busch Richard D. Anigian Anonymous Apartment Realty Advisors Victor Arias Jr. Howard L. Armistead III Arrow Electronics John L. Aspinwall Astellas AT&T Marilyn Augur Aureus Group, LLC PAG E 2 2

|

2 01 4 A N N UA L R E P O RT

Austin Commercial Aviall Avison Young B.C. Williams, Inc. The B.E.L.I.E.F. Foundation Ralph W. Babb Jr. Norman P. Bagwell K. Brock Bailey Robert R. Baillargeon Thomas C. Bain Jr. Baker & McKenzie Baker Botts L.L.P. Rhodes S. Baker III Rhodes S. Baker IV Richard V. Baker Emy Lou and Jerry Baldridge George W. Baldwin Peter W. Baldwin M. Allen Ball Mary Jan & Paul Bancroft Bane Machinery, Inc. Bank of America Bank of Texas Bankston Nissan Barclays Stephen W. Barley Barlow Garsek & Simon, LLP Estate of Arthur Z. Barnes Christy and Stephen Barnes Jeff Barnes Mr. and Mrs. Robert V. Barnes Jr. Michael A. Barnett Mr. and Mrs. James C. Barragan Jr. Warren C. Barry Peter B. Bartholow BASF / English Color Paul M. Bass III Frankie Basso Walker H. Bateman IV Baylor Family Medical Center at Riverside Baylor Medical Center at Frisco Baylor Medical Center at Irving Baylor University Medical Center BCW Food Products, Inc. Gentry Beach Willard B. Beaird

The Beck Group John A. Beckert Mary and John T. Beecherl Robert F. Begert C. Huston Bell Deane R. Beman Ben E. Keith Foods Ben G. Barnett Foundation Benchmark Bank Allison and Rick Benners Brant Bernet Edward N. Bernet Charles M. Best Charles R. Biddle Robert J. Bigham Jr. Bireley Family Foundation Mrs. Betty Bireley Scott Birnbaum BKM Sowan Horan, LLP 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 Bluegreen Corporation Alan R. Blunt Pat S. Bolin Stanley C. Bould Donald E. 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 BRI Roofing & Sheet Metal, LLC 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 Michael Bryant The Budd Center: Involving Communities in Education Bob E. Buddendorf Budweiser Robert M. Buell Sam P. Burford Jr. David W. Burgher Jr. David W. Burgher Sr. Frederick W. Burnett Jr. Jim D. Burnham Bury Ivonne and David Cabrales Cadillac Caelus Energy, LLC Michael S. Caffey Cain Food Industries, Inc. Callaway Drew A. Campbell Michael Campbell Campisi’s Capform Inc. Capital Commercial Investments, Inc. Capital One Bank Capital Title - Bill Shaddock 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

Cassin & Cassin, LLP J. Michael Casson James E. Castellaw Catch Up & Read Catlyn Capital Corp. CBRE CBRE Capital Markets CDW Corporation Blake V. Cecil CFP Foundation Fred Chaney George C. Chapman J. Brett Chapman Patton C. Chapman Charles Schwab Chase Bank Richard Cheatham Cherokee Crossroads, Inc. Kris and Kevin Cherry Chicago Title - National Commercial Services Wilson Chu Chubb Group of Insurance Companies Cibolo Capital Citi Private Bank Citrix Systems, Inc. City Place Towers Donald L. Clark Harris W. Clark J. Coley Clark Steven Henry Clay Bobby J. Cline Club Wyndham ClubCorp, Inc. Coca-Cola Refreshments Dr. James S. Cochran Clay J. Cockerell, M.D. B. Raye Collier Bruce H. Collins Colonial Life Comerica Bank Texas Commit! Commonwealth Land Title Commonwealth Title - Patriot Communities Foundation of Texas Howard A. Compton Jr. CompuCom George K. Conant Mark W. Connell Michael J. Connelly Serena Connelly Consolidated Restaurant Operations, Inc. The Constantin Foundation Continental Batteries Contran Corporation

Convoy Servicing Co. Cool River Cafe Stephen B. Cooper William R. Copeland Edward A. Copley Jr. Corgan C. Jack Corgan Corrigan Investments, Inc. David R. Corrigan Mrs. Leo F. Corrigan Jr. Corrigan-Goddard Foundation CoStar Group Timothy P. Costello Martin Cox Christopher C. Cozby Thomas W. Craddock Matthew R. Craft Craig and Kathryn Hall Foundation John F. Crawford Jack Craycroft John T. Crist Mark E. Crites J. Dow Crocker Crockett, McBride & Assoc. at Merrill Lynch Noël and Bobby Crotty Robert B. Crotty King A. Crow Crown Castle Philip H. Cullum R. Brooks Cullum Jr. C. W. Culwell Curtain Wall Design & Consulting, Inc. D Magazine and D CEO Dahlgren Duck & Associates James K. Dahlgren Lawrence B. Dale Dallas Cowboys Football Club Dallas/Fort Worth International Airport Dallas Mavericks The Dallas Morning News Dallas Stars Hockey Club Carol and Sam Dalton Darling International, Inc. Darr Equipment Co. DARR JCB Erik B. Daugbjerg Dave Perry-Miller & Associates Machelle and Rodney Davenport David M. Crowley Foundation David F. Davidson Charles K. Davis Charles T. Davis Jr. Daniel M. Davis Helen Buchanan Davis

W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 2 3


g

RATEFUL

Jack H. Davis James B. Davis Levi H. Davis W. Richard Davis William F. Davis Dean Foods Company David A. Dean Karen and Floyd “Buddy” Dean Robert J. DeBeer Debra Stevens Custom Framing Dee Brown, Inc. Michael D. DeGrazier Walter J. DeLaRosa Ann and John Delatour Dell Services Edwin L. Delzell R. Scott Dennis Nelson DeVega Dexter & Company, Inc DFW Door & Hardware DFW Multifamily Vendor Partners Diageo Diamond Doctor Mark P. Dickenson Martha Dickey T. D. Dickey III Dickey’s Barbecue Pits, Inc. Dick’s Sporting Goods Robert M. Dickson Slayden Diehl John Dienes Bernie DiFiore Robert L. Dillard III Daryl L. Doggett Ben C. Doherty Anthony Dona Debbie and Robert 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 W. Clayborne Duvall Jr. John Dyett of Salem Partners Eagle Oil & Gas Co. Eagle Pipe & Supply, Inc. PAG E 2 4

|

2 01 4 A N N UA L R E P O RT

Thomas M. Echols Jr. Jeffery T. Eckert John A. Edrington III Elemetal James T. Elliott III Alfred W. Ellis James A. Ellis III Emerus EMK3 Enclave at TPC Energy Square Alan and Randy Engstrom R. Robert Engstrom Jr. Enterprise Holdings Foundation Enterprise Rent-A-Car EPR Properties Ericsson Inc. Hector Escamilla Jr. ESPN Dallas James W. Esquivel Ruben E. Esquivel Dr. B. Henry Estess Jr. Blake H. Estess Pame and Roy Gene Evans Ewing Automotive Group S. Finley Ewing III Exco Texas Exco USA Experis Exxon Mobil Corporation EY Facebook Robert M. Farrell Jerry S. Farrington FedEx Services Vickie and Charles Fehr Alan D. Feld Ferguson Ferguson Heating & Cooling, a Wolseley Co. J. Robert Ferguson III Thomas D. Ferguson Brian A. Ficke Jonathan W. Filgo Robert J. Finegan Mary Clare Finney Knox Fitzpatrick Kay and Mattia Flabiano III William H. Flaherty Christie S. Flanagan Ric L. Floyd Fluor Ola and Randall Fojtasek C. W. (Bill) Foose Herschel V. Forester

Fort Worth Freightliner Fortis Property Group Joseph H. Foster Jr. Four Seasons Resort and Club Gregory S. Foxworth Robert J. Frank Franklin American Mortgage John C. Franklin Susan and Dick Frazier Freeman Auto Group Denward L. Freeman D. Gilbert Friedlander Alan D. Friedman Frost - Banking Investments Insurance Dr. Steve M. Frost Fuel Rewards Fujitec America John D. Fulkerson Duncan T. Fulton III Gregory Galbraith Timothy A. Gamso Lori and Gerald Gansert Lawrence F. Gardner Stanley D. Gardner GE GEICO General Datatech (GDT) Generational Equity Genscape, Inc. The George & Fay Young Foundation P. Michael George Dr. John T. Gill Mitchell S. Glieber William R. Goff Donald F. Goldman Golfsmith Larry Golman John J. Gomez Oscar C. Gomez Mike A. Goodall Nancy Goodwin William J. Goodwin GoVision

Jerry L. Grable Louis J. Grabowsky Rick J. W. Graham Susan and Joe 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. J.M. Haggar, Jr. Family Foundation J.M. Haggar III Family Foundation Joe M. Haggar III Michael P. Haggerty Steven D. Hahn J. Randall Hall John H. Hall II Howard Hallam Sara and Robert Hallam Mollie and Bob Halpin W. Fredrick Hamm Kurt W. Haney Stephen E. Hanna Hanson Pipe & Precast, Inc. Happy State Bank Arthur J. Harding Jr. Harry Hargrave Hargrove Electric Co., Inc. Howell Harralson Steve Harris Virgil E. Harris III Donald L. Harrison Jr. The Hartford Hawkins - Welwood Homes John S. Hawkins Douglas D. Hawthorne H. David Hayden Harrell S. Hayden Haynes and Boone, LLP Larry J. Haynes Hazel’s Hot Shot, Inc. Jeff Heller Scott C. Henderson Walter T. Henderson Nelson Henry Samuel P. Henry Herb’s Paint & Body Shops Lawrence R. Herkimer Darrell L. Hernandez

Dr. Rick F. Herrscher Hersh Foundation HFF Paul E. Higgins Highland Park Village Hill & Wilkinson Ltd. Miss Lyda Hill Sandy and Randy Hill William T. Hill Jr. Hirsch Family Foundation Mrs. Morris Hite The Hoglund Foundation HollyFrontier Corporation Houston E. Holmes Jr. Robert C. Holmes Albert Horn Fred Hoster Don M. Houseman Frank B. Houseman L. Ben Houston Jr. Kristen and Bill Howell Edith Howson HP Patrick V. Hrncir HSBC Bank USA, N.A. David H. Hudnall William Hudson Mimi and Ward Huey Marla and Mark Hughston Humana Walter J. Humann Jr. Walter J. Humann Sr. Ted R. Hume III, DDS Hunt Realty Investments Bruce W. Hunt Caroline R. Hunt Ray L. Hunt Todd M. Hunt Graeme Hunter Hunton & Williams, LLP Robert T. Huthnance Jr. Hydro Aluminum Metals USA IBM Global Services Michael W. Imhoof Independent Bank Insurance Industry Charitable Foundation Inwood National Bank Jack Ed Irons Irving Convention & Visitors Bureau Irving Economic Development Partnership Teri Isaacs ISN Leslie and Stephen Ives J.B. Williams Investments

Jackson Walker, L.L.P. Jim Jackson T. Gregory Jackson John L. Jenkins JLB Partners JMEG, LP John Deere Johnson Supply - Armstrong Air James M. Johnston Jones Lang LaSalle Craig A. Jones George F. Jones Jr. Gregory A. Jones Harry M. Jones Jr. James Jones Phillip R. Jones Thomas E. Jones 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 JPI & TDI Company JPMorgan Chase & Co. Junior League of Dallas Kane Russell Coleman & Logan PC Daniel K. Kearns R. Kinne Kell Kathy and Kevin Kelley Terry Kelley Greg Kemp Estate of Roy Kennedy Guy H. Kerr Dale V. Kesler Michelle and Patrick Kinder Thomas W. Kindred King Par, LLC Frank-Paul A. King Delane Kinney Judy and Randall 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 Frederick W. Kraft The Kroger Co. Jason Kulas L&B Realty Advisors, LLP

W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 2 5


g

RATEFUL

Michael R. Lacy D. Gregg Lafitte Mr. and Mrs. Darrell 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 Liberty Mutual Insurance Fred F. Ligon III Lincoln Harris CSG Lincoln Property Company Lincoln Property Company Residential Gary V. Lindsey Stephen M. Lipscomb David G. Little Mr. Jim Littlejohn LKS Foundation Lockton Companies Lockton Dunning Benefits John W. Lodewick Peter A. Lodwick Michael G. Loftis Jack Lowe Jr. James L. Lozier Jr. The Lupe Murchison Foundation Luther King Capital Management M & M The Special Events Company M&S Technologies, Inc. PAG E 2 6

|

2 01 4 A N N UA L R E P O RT

The M.R. and Evelyn Hudson Foundation Michael N. Maberry William B. Madden Daniel M. Mahoney Main Event Kenneth S. Malcolmson Matthew E. Malouf The Marilyn Augur Family Foundation Mario Sinacola Companies Timothy Marron Jr. Denise and Dustin Marshall Schuyler B. Marshall Richard K. Martin Mary Kay Inc. Mary Potishman Lard Trust Michael P. Massad Jr. Michael P. Massad Sr. Robert A. Massad Massage Envy Spa MassMutual Financial Group MasterCard Matchmygolf.com Mattress Firm, Inc. Maverick Capital Charities Preston L. McAfee McAlister’s Deli James K. McAuley William Lee McCann Carl G. McCaslin Jr. J.D. McCaslin William B. McClung Robert A. McCulloch P. Mike McCullough Jr. P. Mike McCullough Sr. Wayne C. McCullough Patrick McEvoy Jr. A. Patrick McEvoy Sr. Melissa and Robert 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 Barb and Pat McManemin McManus & Johnson Consulting Engineers Stewart H. McNairy Jon C. McNeil Michael L. Meadows MEDCO Construction L.L.C. Medical City Dallas Todd C. Meier

Blair G. Mercer Jr. Earl Merrell Jr. Joseph Merritt Methodist Health System MetLife Christian T. Metten Sandi and Douglas Metten Steven K. Meyer MHBT Inc. Microsoft MIINC, L.P. Mike Massad Agency Inc. Millennium Directional Drilling, Inc. Chas Bolanz Miller Miller, Egan, Molter & Nelson LLP J. Frank Miller III Family Mimecast North American Inc. Mitsubishi Electric US, Inc. Dr. Roby D. Mize William G. Moize Regina and Kris Moldovan Baker Montgomery Benjamin H. Montgomery J. Porter Montgomery W. Jefferies Montgomery William A. Montgomery The Moody Foundation Moody Oil Company, Inc. Edward W. Moore Jr. Matt Moore S. Louis Moore Jr. Samuel S. Moore Moran Capital Michael W. Moran Morgan Stanley George E. Morgan III Moriah Real Estate Company Morley Moss Electrical Contractors Morton Foundation Mother Murphy’s Flavors Mark S. Moussa William G. Mundinger II Carlos Munguia Benjamin M. Murphy 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 Mr. and Mrs. Bob Neuhoff Joe Oscar Neuhoff Jr. Joseph Boyd Neuhoff Steven R. Neuhoff Thomas H. Neuhoff New York Life Retirement Plan Services Newman Foundation Cary S. Newman L. Lynn Newman Layne C. Newman William M. Newman III Newstone Capital Partners, LLC NexBank Nike Golf Laurence W. Nixon Nolan Consulting, Inc. J. Michael Nolan Jr. John M. Nolan Noranda Aluminum, Inc. Northern Extrusion Tooling, Inc. Norton Rose Fulbright Nova Consulting Group, Inc. Lydia and Dan Novakov Edwin E. Nowlin Patrick Nugent Alice and Erle Nye E. Allen Nye Jr. Oak Farms Dairy Sonny Oates M. Blair Oden William J. O’Dwyer Old Republic National Title Insurance Thomas W. Oliver Oncor Oracle Resources, LTD ORIX Americas ORIX Foundation OsteoMed LLC Lee W. Owen Owens & Minor Page Southerland Page, Inc. G. Schuyler Page Jr. PaperCity Samuel Wm. Papert III Park Place on Turtle Creek Brooks T. Patrick PDS Tech, Inc. C. Matson Pearce Don S. Pearce Howard E. Peck Martin C. Peck

Harold F. Peek Pegasus Leadership Grant Fund of The Dallas Foundation PegasusAblon Peloton Carlos J. Peña Perimeter Global Logistics Perkins-Prothro Foundation The Perot Foundation Christopher W. Peterie Dr. Paul C. Peters Joseph N. Petet Petro-Hunt LLC Pettit Machinery J. Jason Petty PGA TOUR Superstore PGA Tour, Inc. Phillip B. Philbin Robert H. Pickens Pierce Hardware Charles C. Pierce Jr. J. Allen Pierce Ann and Larry Pinion Pioneer Natural Resources PlainsCapital Bank PlainsCapital Corp James W. Porter Jr. Jeffrey J. Porter John B. Poston Potter Concrete, Ltd. Gregory D. Potter Darryl D. Pounds Prairie Creek Partners L.P. PricewaterhouseCoopers Prime Lending Mortgage Protective Packaging Corp. Proteus On Demand Ralph W. Pulley Jr. Clay B. Pulliam Paul A. Pulliam Pursue Energy Corporation PVH Foundation, Inc. QR Energy QuadWilliamson Quilling, Selander, Lownds, Winslett & Moser, P.C. 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. Rapid Power Management, LLC

RAPP Robert E. Ratelle Jr. Kurt N. Rathjen Rebel Services, Inc. Red Hat, Inc. Red Steel Company Redi Mix Concrete W. Wallace Reed Michael E. Reeder Foster Reese III Edmund Reeve III Katherine Perot Reeves Stuart Reeves Refinery Specialties, Inc. Regency Centers Region 10 Education Service Center Republic Services Republic Title - Residential Division Republic Title Commercial The Retail Connection Retirement Advisors of America Return On Relationship, Inc. G.T. Reynolds III George T. Reynolds IV Jim Rice Ridgemont Equity Partners Rio Tinto Alcan - Ingot Sales RIS Insulation Supply Scott Ritter John B. Roberson Harry M. Roberts Jr. James C. Roberts Robertson, Griege & Thoele Debby and Robin Robinson Rowland Robinson Scott Robinson Gary D. Roden Henry L Rodriguez

W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 2 7


g

RATEFUL

Rogers-O’Brien Construction Romco Equipment Co. Edward W. Rose III The Rosewood Corporation Rosewood Court The Rosewood Foundation David E. Rupley John C. Rutledge Sr. Salesforce.com Samsung Santander Consumer USA Joe Santos Sapphire Foundation, Inc.

John Steve Saunders Frank Scardino Louis J. Schaufele Pete Schenkel William L. Schilling 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 Bays - Home Point-DME Scott Sabolich Prosthetics & Research Michael D. Scott John F. Scovell Debbie and Ric Scripps William H. Seay Jr. Robert F. See Jr. PAG E 2 8

|

2 01 4 A N N UA L R E P O RT

Senderra Rx Sequel Holdings, L.P. SettlePou Sewell Lexus Sewell Village Cadillac Robert F. Sexton Shackelford, Melton, McKinley & Norton, LLP George A. Shafer Shannon, Gracey, Ratliff & Miller, LLP Kayci Sheehan Scott D. Sherer Stan Shipley David W. Shuford William C. Shuford Jr. Sid W. Richardson Foundation The Side By Side Foundation Bruce A. Sifford Simmons Family Foundation Robert H. Simmons Ellis M. Skinner II Richard Skorburg Gary G. Sleeper Douglas C. Smellage Dawn and Brett Smith Donald E. Smith G. Stacy Smith Jim Ray Smith Michael G. Smith Patty and Andy Smith Robert B. Smith Russell B. Smith Vernon S. Smith Jr. Wade C. Smith Anthony C. Snell Donald H. Snell James R. Snell Softlayer, an IBM Company John D. Solana Charles M. Solomon Somerville Companies Inc. Southeastern Extrusion & Tool Southport Logistics Center Southwest Construction Services Southwest International Trucks Southwest Securities, Inc. Webb Sowden Jr. 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. Anne Stark Starwood Hotels & Resorts Statewide Remodeling Marianne and Roger Staubach Don-Trudy Steen Charitable Foundation Ashley Stephenson Don C. Stephenson Andrew M. Stern Fred Stern Kurt M. Steves G. Michael Stewart Homer L. Stewart Jr. Thomas H. Stewart Tom Stewart Jr. Stifel, Nicolaus & Company, Incorporated Case T. Stockton Michael A. Stone Robert G. Storey III Strasburger & Price, LLP Stephen M. Straty Stream Realty Partners, L.P. Strong Capital Dan P. Strother McCullough Strother William E. Strother John T. Stuart III Studio Content Ltd. John F. Stull SturdiSteel - Johnny Bledsoe Jenifer and Tommy Summers Megan and YJ Sun Sunbelt Rental Ronald L. Sussman Samuel R. Swanson III Michael R. Sweet Thomas S. Swiley Swingle, Collins & Associates Frank Swingle Symantec Corporation Systemware, Inc. T&B Equipment Co. T5 Data Centers David B. Tabor Mike M. Tabor TAC Tailwaters Fly Fishing Company John T. Tanner III Peter M. Tart Tartaglino Richards Family Foundation D. Blakely Taylor John R. Taylor Jr. John A. Taylor Paul Taylor

TDIndustries Temple Fork Outfitters Wayne A. Tenney Terry R. Griffin Irrevocable Trust Texas Capital Bank Texas Health Resources Texas Instruments Texas Monthly Texas Mutual Insurance Company Texas Rangers Baseball Club Thackeray Partners Tharanco Lifestyles Thermo King of Dallas Milton H. Thomas Jr. Thompson & Knight Foundation Thompson & Knight LLP Thompson Realty Corporation Cullum Thompson Jr. H. Douglas Thompson John P. Thompson Jr. Scott M. Thompson Ticketmaster Tiff’s Treats Time Warner Cable Kip Tindell III Tiseo Paving Titan John W. Titus T-Mobile Todd A. Williams Family Foundation Tolleson Wealth Management Topgolf Gifford O. Touchstone Randolph G. Touchstone The Towers at Williams Square Robert H. Townsend TracyLocke Michael E. Trapp Daniel Traylor TrendyGolf USA Trex Company Trigon Tubulars, Inc. Triumph Trojan Battery Company John M. True TSI USA David O. Turner Jeff Turner - Duke Realty Corporation Ralph Winkie Turner Tom E. Turner Turtle Creek Management, LLC Brian J. Tusa Charles J. Tusa TXI TXU Energy

The Tyler Foundation U.S. Risk Insurance Group, Inc. Uber UBS Financial Services, Inc. Timothy C. Underwood Jr. Unite Private Networks United Benefits, Inc. United Mechanical United Site Services United Way of Metropolitan Dallas UnitedHealthcare University of Dallas University of North Texas at Dallas Urban Towers Tommy A. Valenta John E. Van Amburgh Steven W. Van Amburgh William H. Vanderstraaten Velocis ViaWest ViewPoint Bank Shirley and Gene Vilfordi Pedro C. Villarreal Vinson & Elkins LLP Visionworks VMG Health VMware W.P. & Bulah Luse Foundation Wachtell, Lipton, Rosen & Katz Keith A. Waggoner Thomas J. Waggoner III Estate of Alden E. Wagner Estate of Helena Underwood Wagner 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’Connell Wallis Walter A. Walne Jean and Tom Walter John H. Walter Libby and Jeff Walter Robin F. Wantland Bryan A. Ward Leslie Ware Water Event WaterStone David S. Watson WCS Oil & Gas Corporation Weaver and Tidwell Private Foundation James H. Webb III Garry A. Weber

Weil, Gotshal & Manges LLP Wells Fargo Bank, N.A. Lawrence M. Wesson Jr. Western Extrusions Corporation WestRiver Management, LLC Westwood Management Corp. Westwood Trust Kate Whidden C. Stevens White II Jon B. White Leland White William D. White Jr. Paul Whitman Joe Pete Wilbert Jr. Robert E. Wilbur Worthey D. Wiles III George E. Wilkin Jr. Robert G. Wilkinson William L. Price Charitable Foundation J. Bowman Williams Jr. Joel T. Williams III Joel T. Williams Jr. Dr. Phillip Williams Jr. Jerry B. Williamson Chris Willis Charles B. Wills 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 Winstead PC The Witter Kistler Philanthropy Fund Robert A. Womble Alan Wood C. Peery Wood Scott A. Wood Woodson Incorporated World Wide Technology 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 Younger Partners Zayo Zotec Partners

W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 2 9


r

ED HEART SOCIETY® MEMBERS

These individuals and estates made planned gifts as of December 31, 2014: C. Thomas Abbott John Howard Aldrich Anonymous Anonymous Robin and Norman P. Bagwell Thomas C. Bain Jr. Estate of Arthur Z. Barnes Robert V. Barnes Jr. Ben G. Barnett Foundation Trust Peter B. Bartholow Estate of Paul M. Bass Jr 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 Estate of Chester R. Cole Estate of George T. Connell Edward A. Copley Jr. David R. Corrigan Timothy P. Costello Mark E. Crites Robert B. Crotty Charles K. Davis Robert J. DeBeer Edwin L. Delzell Estate of T. D. Dickey Jr. Bernie DiFiore Jon Drago Randall R. Engstrom Estate of Gene and Jack Evans Alan D. Friedman John D. Fulkerson Gregory Galbraith Estate of Felix B. Goldman Robert L. Gray Arthur W. Green, II Estate of Terry Griffin Michael P. Haggerty J. Randall Hall Arthur J. Harding Jr.

PAG E 3 0

|

2 01 4 A N N UA L R E P O RT

Harrell S. Hayden Janie and Walter T. Henderson Estate of A. C. & O’Rene Horn Estate of C.O. Horn Kathleen and Fred Hoster Don M. Houseman Frank B. Houseman Estate of J.L. Huffines Teri Isaacs James M. Johnston Kevin L. Kelley Estate of Roy Kennedy Jr. Guy H. Kerr Michelle Kinder Delane Kinney D. Gregg Lafitte Michael J. Lafitte Roger Lambourn Estate of Katherine Lang Peter A. Lodwick Michael N. Maberry Schuyler B. Marshall Michael P. Massad Jr. Michael P. Massad Sr. Robert A. Massad William Lee McCann Carl G. McCaslin Jr. Robert A. McCulloch P. Mike McCullough Jr. P. Mike McCullough Sr 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 Estate of Ida and Sam Papert C. Matson Pearce Don S. Pearce Charles C. Pierce Jr. J. Allen Pierce Estate of Charles H. Pistor Jr. Jeffrey J. Porter Gregory D. Potter

Alphonso Ragland III David Rambie Edmund Reeve III Estate of B.C. Robertson Rowland Robinson Louis J. Schaufele William L. Schilling George R. Schrader Frederic N. Scripps George A. Shafer Stan Shipley William C. Shuford Jr. Kent Skipper Douglas C. Smellage Robert B. Smith James R. Snell John D. Solana Michael C. Spain Estate of Harold Star Jr. Andrew M. Stern Estate of Charles P. Storey Frank Swingle 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 Estate of Rose S. Van Wert Eugene E. Vilfordi Keith A. Waggoner Estate of Alden E. Wagner Webb L. Wallace Robin F. Wantland Estate of James H. Webb Jr. Estate of William M. Weiss Lawrence M. Wesson Jr. Paul Whitman Robert E. Wilbur Joel T. Williams Jr. Missy Wilson Robert A. Womble Joseph A.I. Worsham Joseph I. Worsham II

GLITTER SETTLED. W W W. M O M E N T O U S I N S T I T U T E . O R G

|

PAG E 3 1


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

/MomentousInstitute @Momentous /MomentousInstitute

2014 Annual Report