2025-04-28T16:09:01-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-01-01 752220859 WHAT ABOUT REMEMBERING ME CENTER INC WHAT 8178702272 809 LIPSCOMB ST FORT WORTH TX 76104 NICK MURRAY TREASURER 8178702272 2025-04-28 1 1 LACEY M QUATSOE P01300865 4078021200 2025-04-28 2024 2025-03-06 01:10:19Z THE WARM PLACE NICK MURRAY 809 LIPSCOMB ST FORT WORTH TX 76104 3124632 0 X THEWARMPLACE.ORG X 1988 TX GRIEF SUPPORT TO CHILDREN, THEIR FAMILIES, & YOUNG ADULTS DUE TO LOVED ONE'S DEATH. 20 20 16 301 0 0 1894077 2140862 0 0 88790 200991 -59940 -124343 1922927 2217510 0 0 0 0 1089112 1287219 0 0 348654 635092 810987 1724204 2098206 198723 119304 3931503 4240978 44828 84287 3886675 4156691 X TO PROVIDE YEAR-ROUND GRIEF SUPPORT SERVICES TO CHILDREN AGES THREE AND A HALF TO 18 AND THEIR FAMILIES, AS WELL AS YOUNG ADULTS AGES 19 TO 25 WHO HAVE EXPERIENCED THE DEATH OF A MOTHER, FATHER, SISTER, BROTHER, OR OTHER LOVED ONE. 0 0 1640729 WHAT ABOUT REMEMBERING ME, INC. (THE WARM PLACE) IS A NONPROFIT 501(C)(3) AGENCY, OUR MISSION IS TO PROVIDE YEAR-ROUND GRIEF SUPPORT SERVICES TO CHILDREN AGES 3 TO 18 AND THEIR FAMILIES, AS WELL AS YOUNG ADULTS AGES 19 TO 25 WHO HAVE EXPERIENCED THE DEATH OF A LOVED ONE.FROM DAY ONE, OUR FOUNDERS AGREED THAT FAMILIES SHOULD NOT HAVE TO BEAR THE FINANCIAL BURDEN OF GRIEF SUPPORT TO PARTICIPATE IN OUR PROGRAM. THEREFORE SINCE 1989, WE HAVE SERVED OVER 50,000 CHILDREN AND THEIR FAMILIES AND HAVE NEVER ONCE ASKED ANY CLIENTS TO PAY A FEE WHILE PARTICIPATING IN THE PROGRAM. THE WARM PLACE IS SUPPORTED SOLELY THROUGH PRIVATE DONATIONS AND GRANTS. WE DO NOT RECEIVE STATE OR FEDERAL FUNDING, AND WE ARE NOT AN AFFILIATED UNITED WAY PARTNER AGENCY. THE BOARD OF DIRECTORS, STAFF, AND COMMUNITY SUPPORTERS ARE DEDICATED TO PURSUING THE NECESSARY FUNDS TO SUSTAIN OUR PROGRAM AS IT FILLS A CRITICAL NEED IN THE COMMUNITY.IN 2024 WE SERVED 2,234 INDIVIDUALS.PROGRAM SERVICES OVERVIEWTHE CORE OF THE WARM PLACE PROGRAM IS OUR BI-WEEKLY PEER SUPPORT GROUPS FOR GRIEVING CHILDREN (K-12) AND THEIR FAMILIES. IN ADDITION TO OUR GROUPS, FAMILIES CAN ALSO PARTICIPATE IN OUR FAMILY NIGHTS, AS WELL AS OUR FALL FAMILY CAMP, CAMP REMEMBER ME. OUR STAFF ALSO OFFERS VALUABLE RESOURCES AND TRAININGS TO THE COMMUNITY THROUGHOUT THE YEAR. BELOW IS A LIST OF OUR ONGOING SERVICES:IN-PERSON EVENING SUPPORT GROUPS: EIGHT ONGOING GROUP NIGHTS FOR CHILDREN (K-12) AND THEIR PARENTS/GUARDIANS. THESE GROUPS MEET IN-PERSON EVERY OTHER WEEK, AND EACH WEEKNIGHT IS DESIGNATED FOR A DIFFERENT GROUP BASED UPON THE TYPE OF RELATIONSHIP LOSS: SIBLING, PARENT, OR GRANDPARENT/EXTENDED FAMILY/FRIEND. VIRTUAL EVENING SUPPORT GROUPS: ONLINE SUPPORT GROUPS OFFERED TO CHILDREN (K-12) AND THEIR PARENTS/GUARDIANS EVERY OTHER TUESDAY EVENING. EACH NIGHT HOSTS TWO ADULT GROUPS AND FOUR CHILDREN'S GROUPS, SEPARATED BY AGE. PRE-K GROUP: A SUPPORT GROUP FOR CHILDREN AGES 3 TO 5 AND THEIR PARENTS AND CAREGIVERS, OFFERED FOR TEN WEEKS IN THE SPRING AND FALL. YOUNG ADULT GROUP: A SUPPORT GROUP FOR YOUNG ADULTS AGES 19 TO 25, OFFERED FOR EIGHT WEEKS IN THE SPRING, SUMMER, AND FALL. SPANISH-SPEAKING SUPPORT: THE WARM PLACE IS EQUIPPED WITH TWO BILINGUAL GROUP DIRECTORS WHO PROVIDE SUPPORT, COUNSEL, AND RESOURCES TO SPANISH SPEAKING FAMILIES. INTAKE APPOINTMENTS CAN BE CONDUCTED IN SPANISH AS NEEDED, AND WARM PLACE PAPERWORK, RESOURCES, AND THE WEBSITE ARE ALL AVAILABLE IN SPANISH. IN ADDITION, THE WARM PLACE OFFERS AN ADULT SUPPORT GROUP FOR CAREGIVERS WHO SPEAK SPANISH, COMPLETE WITH HANDOUTS AND RESOURCES ALL PROVIDED IN SPANISH. FAMILY NIGHTS: FAMILY FUN EVENTS FOR PAST, PRESENT, AND FUTURE WARM PLACE FAMILIES. THESE EVENTS ARE OFFERED SIX TIMES PER YEAR AND ARE DESIGNED TO FOCUS ON MAKING NEW MEMORIES AS A FAMILY AFTER A DEATH. EACH EVENT IS FREE TO ATTEND AND FEATURES A DIFFERENT THEME WITH VARIOUS ACTIVITIES. CAMP REMEMBER ME: AN ANNUAL FAMILY CAMP WEEKEND THAT IS OFFERED EACH FALL, AT NO COST, TO WARM PLACE FAMILIES. CAMP PROVIDES A UNIQUE OPPORTUNITY FOR FAMILIES TO GROW TOGETHER IN THEIR GRIEF JOURNEY AS THEY EXPERIENCE HEALING, HAVE FUN, ENJOY WARM PLACE COMMUNITY, AND CREATE NEW MEMORIES WHILE REMEMBERING THEIR LOVED ONES. ASSESSMENTS, REFERRALS, AND CRISIS COUNSELING: THE WARM PLACE HAS A CLINICAL TEAM CONSISTING OF FIVE MASTER'S LEVEL MENTAL HEALTH PROFESSIONALS. THIS TEAM SPENDS MUCH OF THEIR TIME DURING THE DAY PROVIDING ASSESSMENTS, REFERRALS TO OUTSIDE RESOURCES, AND CRISIS COUNSELING TO INDIVIDUALS. COMMUNITY OUTREACH: THE WARM PLACE PARTICIPATES IN COMMUNITY AWARENESS FAIRS AND PROVIDES SPEAKERS FOR SPECIAL EVENTS AND MEETINGS UPON REQUEST. IN ADDITION, OUR STAFF MEMBERS ALSO HOST TOURS AND QUESTION-AND-ANSWER SESSIONS WITH LOCAL SCHOOL PROFESSIONALS AND COMMUNITY MEMBERS THROUGHOUT THE YEAR. BEREAVEMENT TRAININGS AND WORKSHOPS: THE WARM PLACE OFFERS NUMEROUS TRAININGS AND WORKSHOPS THROUGHOUT THE YEAR TO HELP LOCAL SCHOOLS AND ORGANIZATIONS SUPPORT GRIEVING CHILDREN. IN 2021, 2022, AND 2023, THE WARM PLACE WAS CHOSEN TO PRESENT AT THE ANNUAL SYMPOSIUM FOR THE NATIONAL ALLIANCE FOR CHILDREN'S GRIEF (NACG), AND IN 2024, THE WARM PLACE PROGRAM DIRECTOR, DANA MINOR, PRESENTED A WEBINAR FOR NACG. 1640729 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 13 0 16 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SHELLEY BETTIS 8178702272 809 LIPSCOMB ST FORT WORTH TX 76104 JEREMY RAINES PRESIDENT (THRU 8/24) 1.00 0.00 X X 0 0 0 D RUSS BROWN VP (THRU 8/24); PRES. (AS OF 9/24) 1.00 0.00 X X 0 0 0 SUSAN ADAMS TREAS. (THRU 8/24); VP (AS OF 9/24) 1.00 0.00 X X 0 0 0 NICK MURRAY TREASURER (AS OF 10/24) 1.00 0.00 X X 0 0 0 AMY ROBICHAUX SEC (THRU 8/24); DIR. (AS OF 9/24) 1.00 0.00 X X 0 0 0 EMERY HARBUCK SECRETARY (AS OF 9/24) 1.00 0.00 X X 0 0 0 PEGGY BOHME DIRECTOR 1.00 1.00 X 0 0 0 KIMBERLY BROWN DIRECTOR 1.00 0.00 X 0 0 0 KEIRAH BURRELL DIRECTOR 1.00 0.00 X 0 0 0 KATE CASEY DIRECTOR 1.00 0.00 X 0 0 0 JAMES DELAUNE DIRECTOR 1.00 0.00 X 0 0 0 JOHN FONVIELLE DIRECTOR 1.00 1.00 X 0 0 0 RAJESH GANDHI DIRECTOR 1.00 0.00 X 0 0 0 RUSSELL GREEN DIRECTOR 1.00 1.00 X 0 0 0 JOE GREENHILL DIRECTOR 1.00 0.00 X 0 0 0 JUSTIN LAUDERDALE DIRECTOR 1.00 0.00 X 0 0 0 JESSICA LEFLORE DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH REGAN DIRECTOR 1.00 0.00 X 0 0 0 TIM THOMPSON DIRECTOR (AS OF 9/24) 1.00 0.00 X 0 0 0 CHRISTI THORNHILL DIRECTOR 1.00 0.00 X 0 0 0 MICAH WOODCOOK DIRECTOR 1.00 0.00 X 0 0 0 SHELLEY BETTIS EXECUTIVE DIRECTOR 39.00 1.00 X 137110 0 16616 KATIE LANE DIRECTOR OF DEVELOPMENT 39.00 1.00 X 104126 0 14170 DANA MINOR PROGRAM DIRECTOR 40.00 0.00 X 101640 0 18381 342876 0 49167 3 0 1 0 0 890 826342 204000 1109630 185663 2140862 150904 150904 762784 712697 50087 50087 50087 46942 826342 194425 -147483 -147483 23140 0 23140 23140 2217510 0 0 76648 272023 130667 7687 133669 850703 769167 5721 75815 21528 19980 194 1354 64422 64165 257 78543 63903 1375 13265 34646 34646 20525 20525 131844 108397 6840 16607 16361 11458 4903 121154 56343 7688 57123 9373 8032 278 1063 277773 236174 13866 27733 14994 10673 17 4304 14286 12143 714 1429 15231 13016 738 1477 PROGRAM MATERIALS 75432 72022 25 3385 STAFF & PROGRAM EVENTS 15122 12443 2413 266 CAMP REMEMBER ME 15009 15009 BOOK / JOURNAL SUBSRIPT 14438 12291 327 1820 34799 24846 5512 4441 2098206 1640729 108823 348654 364624 286333 163393 231450 130534 129534 1191 30354 18484 294449 192251 104485 102198 3115580 3458468 21342 14511 3931503 4240978 23486 69776 21342 14511 44828 84287 X 3874120 4152607 12555 4084 3886675 4156691 3931503 4240978 119304 150712 0 X 0 1 X 1 0 X 1158380 1554493 1336822 1894077 2140862 8084634 1158380 1554493 1336822 1894077 2140862 8084634 161895 7922739 57261 55555 69903 90064 150904 423687 23 137993 199967 135382 70082 543447 9051768 0.87530 0.86720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MANAGEMENT FEE - WARM FOUNDATION - 2021 AMOUNT: $ 17,500. 2022 AMOUNT: $ 42,000. 2023 AMOUNT: $ 31,500. OTHER INCOME - 2020 AMOUNT: $ 23. FUNDRAISING REVENUE - 2021 AMOUNT: $ 105,693. 2022 AMOUNT: $ 141,447. 2023 AMOUNT: $ 96,322. 2024 AMOUNT: $ 46,942. GAMING REVENUE - 2021 AMOUNT: $ 14,800. 2022 AMOUNT: $ 16,520. 2023 AMOUNT: $ 7,560. 2024 AMOUNT: $ 23,140. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 226686 136249 90437 67763 56002 11761 102198 LEASE LIABILITY - OPERATING 14511 14511 X PART X, LINE 2: THE WARM PLACE AND WARM FOUNDATION ARE ORGANIZED AS NONPROFIT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THIS SECTION EXEMPTS THEM FROM TAXES ON INCOME. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN INCLUDED IN THE COMBINED FINANCIAL STATEMENTS. TAXES ARE PAID ON NET INCOME EARNED FROM SOURCES UNRELATED TO THE EXEMPT PURPOSES. THERE WAS NO NET UNRELATED INCOME FROM UNRELATED BUSINESS FOR THE YEAR ENDED DECEMBER 31,2024. THE WARM PLACE AND WARM FOUNDATION ACCOUNT FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC NO. 740, INCOME TAXES. AS OF DECEMBER 31, 2024, THEY HAVE NO LIABILITY FOR UNCERTAIN TAX POSITIONS. THE WARM PLACE AND WARM FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. A COOL NIGHT 700299 669819 30480 4698 71370 10214 51918 TWP CLASSIC 98528 86886 11642 9411 6342 600 14483 1 74457 69637 4820 0 0 0 25389 873284 826342 46942 14109 77712 10814 91790 194425 -147483 23140 1 1.00000 23140 23140 TX 0 TX DOES NOT REQUIRE A LICENSE. 0 0 0 1.00000 SHELLEY BETTIS 809 LIPSCOMB ST FORT WORTH TX 76104 0 SHELLEY BETTIS 0 MAINTAINS THE ORGANIZATION'S GAMING AND SPECIAL EVENTS BOOKS AND RECORDS. X 0 X 1 1 X X X 0 0 0 0 0 0 0 1 0 SHELLEY BETTIS EXECUTIVE DIRECTOR 124110 0 13000 0 0 0 8286 0 8330 0 153726 0 0 0 PART I, LINE 1A THE ORGANIZATION GROSSED-UP PAYMENTS FOR THE TAXES RELATED TO A PORTION OF THE BONUSES PAID TO SHELLEY BETTIS ($13,000), DANA MINOR ($5,000), AND KATIE LANE ($6,000). PART I, LINE 7 BONUSES ARE DETERMINED BASED ON THE ORGANIZATION'S PERFORMANCE AS A WHOLE AS WELL AS INDIVIDUAL MERIT. X 11 3525 REPLACEABLE COST X AUCTION ITEMS 228 124528 REPLACEABLE COST X TICKETS 6 23280 REPLACEABLE COST X TOYS/KIDS ITEMS 57 18358 REPLACEABLE COST X KITCHEN SUPPLY 65 4910 REPLACEABLE COST X AED 1 4000 REPLACEABLE COST X AUDIO VISUAL 1 2495 REPLACEABLE COST X GIFT CARDS 4 1974 REPLACEABLE COST X OTHER 2 1358 REPLACEABLE COST X OFFICE SUPPLIES 19 1235 REPLACEABLE COST 0 1 0 PART I, COLUMN (B): THE AMOUNTS IN COLUMN B ARE THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD. THE PRESIDENT SHALL BE THE PRESIDENT OF THE EXECUTIVE COMMITTEE. IT MAY MEET UPON NOTICE TO ALL OF ITS MEMBERS BY THE PRESIDENT OR BY ANY TWO OF ITS MEMBERS. THE FULL BOARD MAY DELEGATE TO THIS COMMITTEE THE AUTHORITY TO EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS, EXCEPT AS PROVIDED BY LAW. ALL BUSINESS TRANSACTED BY THE EXECUTIVE COMMITTEE MUST BE SUBMITTED TO AND RATIFIED BY THE FULL BOARD OF DIRECTORS AT ITS NEXT REGULAR MEETING OR AT A SPECIAL MEETING CALLED FOR THAT PURPOSE. THE EXECUTIVE COMMITTEE SHALL RESOLVE PERSONNEL GRIEVANCES, AND SHALL EXERCISE SUCH OTHER POWERS AS MAY BE DELEGATED TO IT BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD EXECUTIVE COMMITTEE WILL REVIEW THE WARM PLACE FORM 990. IT WILL THEN MAKE IT AVAILABLE FOR REVIEW BY THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS PROVIDED A COPY OF OUR CONFLICT OF INTEREST POLICY AND IS REQUIRED TO SIGN A CONFIRMATION THAT THEY HAVE RECEIVED, UNDERSTAND AND WILL ABIDE BY THE POLICY. EACH BOARD MEMBER SERVES A THREE YEAR TERM AND CAN SERVE TWO CONSECUTIVE TERMS. GENERALLY ALL OF THE MEMBERS OF THE BOARD ARE AWARE OF ANY CONFLICTS OF INTEREST THAT MAY ARISE WITH ITS MEMBERS OF SALARIED OFFICERS OF THE ORGANIZATION. THESE INDIVIDUALS DO NOT TAKE PART IN DISCUSSIONS OR VOTES RELATING TO TRANSACTIONS WHERE THEY ARE NOT INDEPENDENT. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE CONDUCTS ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR CONDUCTS ANNUAL REVIEWS OF KEY EMPLOYEES. IN BOTH CASES, THEY USE SALARY SURVEY INFORMATION FROM THE AREA AS WELL AS A PERFORMANCE REVIEW. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. WARM FOUNDATION INC 809 LIPSCOMB STREET FORT WORTH TX 76104 752753822 HOLDS AND INVESTS ASSETS TX 501(C)(3) LINE 12A, I WHAT ABOUT REMEMBERING ME CENTER INC 1 0 0 1 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 WARM FOUNDATION INC C 204000 COST WARM FOUNDATION INC K 204000 COST