2024-11-12T15:39:15-08:00 2023-12-31 200276349 MUN CPAs LLP 2901 Douglas Blvd Roseville CA 95661 990 2023-01-01 942416322 Western Regional Minority Supplier Development Council WEST 5106862555 80 Swan Way 245 Oakland CA 94621 Donna Ruff President & CEO 2024-11-12 true true Bradley J Bartells CPA P02363556 9167744208 2023 2024-10-15 13:58:12Z Donna Ruff 80 Swan Way 245 Oakland CA 94621 3022065 false X www.wrmsdc.com X 1977 CA TO PROMOTE INCREASED PROCUREMENT AND BUSINESS OPPORTUNITIES FOR MINORITY BUSINESSES, AND TO DEVELOP MUTUALLY BENEFICIAL BUSINESS RELATIONSHIPS BETWEEN PUBLIC AND PRIVATE SECTORS AND MBES. 19 18 13 25 0 2340874 2139572 593406 690584 108 9918 -60681 21520 2873707 2861594 0 0 1384067 1406885 0 242953 1102993 1580968 2487060 2987853 386647 -126259 2513014 2313967 407479 347682 2105535 1966285 X TO PROMOTE INCREASED PROCUREMENT AND BUSINESS OPPORTUNITIES FOR MINORITY BUSINESSES, AND TO DEVELOP MUTUALLY BENEFICIAL BUSINESS RELATIONSHIPS BETWEEN PUBLIC AND PRIVATE SECTORS AND MBES. false false 434520 50829 EVENTS: WRMSDC HOSTS A VARIETY OF EVENTS FOR OUR CORPORATE MEMBERS AND CERTIFIED MINORITY BUSINESS ENTERPRISES (MBES). THESE EVENTS PROVIDE AN EXCELLENT FORUM FOR OUR MBES TO MEET, NETWORK AND CONNECT WITH OTHER MBES AND CORPORATIONS, AS WELL AS RECEIVE VALUABLE TRAINING & DEVELOPMENT TO GROW THEIR BUSINESSES AND BUILD THE SKILLS AND CAPABILITIES NEEDED TO MEET THE NEEDS OF OUR CORPORATE MEMBERS. 243108 OTHER PROGRAM SERVICES INCLUDE OUTREACH, MINORITY BUSINESS ENTERPRISE INPUT COMMITTE (MBEIC), TRAINING AND NATIONAL. 229861 ANNUAL MINORITY BUSINESS OPPORTUNITY EXPO: THE EXPO PROVIDES A DYNAMIC FORUM FOR MBES TO NETWORK, LEARN, AND MARKET THEIR CAPABILITES TO OUR CORPORATE MEMBERS. THE CORPORATE MEMBERS HOST CATEGORY/INDUSTRY SPECIFIC BREAKOUT ROOMS TO PROVIDE OVERVIEWS ON BUSINESS OPPORTUNITIES, ENGAGEMENT AND ADDRESS QUESTIONS FROM MBES. ADDITIONALLY, ALL PARTICIPANTS HAVE ACCESS TO HEAR FROM INDUSTRY EXPERTS ON BEST PRACTICES WITHIN THE MARKET AS WELL AS EXPOSURE TO DEVELOPMENT TRAINING AND PARTICIPATE IN STRATEGIC PRE-SCREENED ONE ON ONE MATCHMAKING SESSIONS WHICH MAKES FOR AN OUTSTANDING BUSINESS OPPORTUNITY EVENT. 190578 639755 1098067 true true false false false false false false false false true false false true true true true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 22 0 true 13 true false false false false false false false 0 false false false false false false false X 19 18 false false false false true false false true true false false true true true true true false true true false CA X Micahel McQuarry 5106862555 80 Swan Way STE 245 Oakland CA 94621 Cecil Plummer President & CEO until 9/2023 40.00 0.00 184598 0 39516 Michael McQuarry VP of Operations & Corp Services 40.00 0.00 172663 0 27302 Christine Garcia VP of Program Dev 40.00 0.00 151110 0 16491 Rosemary Davis Dir. of Corp Svcs 40.00 0.00 110721 0 25577 Sheena Lyons Senior Events Mgr 40.00 0.00 107602 0 21054 Rosemary Wetzel Cert & Org Dev Dir 40.00 0.00 100412 0 21118 Donna Ruff President & CEO 40.00 0.00 X X 48180 0 6311 Michael Balistreri Director 0.50 0.00 X 0 0 0 Tanya Nixon Chair 1.00 0.00 X X 0 0 0 Lili Kwan Vice Chair 1.00 0.00 X X 0 0 0 Sal Peinado Jr Treasurer 1.00 0.00 X X 0 0 0 Richard Chacon Imm Past Chair 1.00 0.00 X X 0 0 0 Heman Chand Director 0.50 0.00 X 0 0 0 Lynn Reddrick Corp Educ 1.00 0.00 X X 0 0 0 Alan Gartrell Director 0.50 0.00 X 0 0 0 Walter Freeman Director 0.50 0.00 X 0 0 0 Harish Vakharia Director 0.50 0.00 X 0 0 0 Lisa Roben Director 0.50 0.00 X 0 0 0 Miquel Mick Penn Director 0.50 0.00 X 0 0 0 Michelle M Picard Director 0.50 0.00 X 0 0 0 Rahul Kuruvilla Director 1.00 0.00 X 0 0 0 Gerald Johnson Director 0.50 0.00 X 0 0 0 Shabana Siraj Director 0.50 0.00 X 0 0 0 Reggie Burton Director 0.50 0.00 X 0 0 0 LaSandra Hunt Director 0.50 0.00 X 0 0 0 875286 157369 6 true true false TridentConsulting 2410CaminoRamonSte183 SanRamon CA 94583 Temp Labor services 117944 RobertHalf International 2613CaminoRamonSte183 SanRamon CA 94583 Temp Labor services 166300 2 892049 193973 18000 1035550 70098 2139572 Event Registration 900099 50829 50829 MBE CERTIFICATION 900099 639755 639755 690584 9918 9918 0 0 0 0 175564 116193 160471 15093 0 0 Reimbursable Services 900099 337 337 Subscription Services 900099 6090 6090 6427 2861594 697011 9918 X 0 0 0 0 478570 230373 178702 69495 0 786056 381623 291192 113241 3310 2383 927 18815 10410 6052 2353 120134 56814 45590 17730 0 8900 8900 44210 44210 0 0 0 758433 114072 644361 0 23469 4898 18571 0 0 140794 60277 80517 203438 117613 85825 0 85630 43544 42086 41 41 0 697 697 7142 7142 SCHOLARSHIP & GIFTS 157883 157883 Printing and Publications 42333 42165 168 Special Fundraising Events 39332 125 39207 TELEPHONE 25567 25567 43099 36153 6946 2987853 1098067 1646833 242953 508682 549907 1317841 938029 0 419910 557403 0 0 0 0 18902 83819 153961 150733 1112 3228 0 0 0 0 246567 181581 2513014 2313967 167095 170750 240384 176932 407479 347682 X 1596711 1803491 508824 162794 2105535 1966285 2513014 2313967 -126259 -12991 X false true X true false X 1051387 1011429 1531595 2340872 2139572 8074855 0 0 1051387 1011429 1531595 2340872 2139572 8074855 0 8074855 32 32 34 108 9918 10124 0 4430 4315 6776 15093 30614 8115593 690584 0.99500 0.99780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 153961 150733 3228 3228 RIGHT OF USE ASSET 175476 Rounding 2 SECURITY DEPOSIT 6103 181581 LEASE LIABILITY 176932 176932 X 3042065 20000 160471 180471 2861594 2861594 3168324 20000 160471 180471 2987853 2987853 Part X : FIN48 Footnote Pursuant to a determination letter from the Internal Revenue Service, Western Regional Minority Supplier Development Council is exempt from Federal and state income taxes under Section 501(c)(3) of the Internal Revenue code and Section 23701(d) of the California Revenue and Taxation Code. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax returns should be recorded in the financial statements. Under that guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax position include the tax-exempt status of the Organization and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities as of December 31, 2023. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Fundraising Expenses $160471 Part XII, Line 2d: Other expenses and losses per audited F/S Fundraising Expenses $160471 false Gala 208435 100016 108419 1000 58107 2145 51313 Nevada Holiday Celebration 83322 16177 67145 14554 19275 47 14030 291757 116193 175564 15554 77382 2192 65343 160471 15093 X X false false false false false false false false false Cecil Plummer President & CEO until 9/2023 184598 5795 33721 224114 Christine Garcia VP of Program Dev 151110 4533 11958 167601 Michael McQuarry VP of Operations & Corp Services 172663 5268 22034 199965 X 66221 false false false Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES INCLUDE OUTREACH, MINORITY BUSINESS ENTERPRISE INPUT COMMITTE (MBEIC), TRAINING AND NATIONAL. Form 990, Part VI, Section A, Line 6 THE MEMBERS OF THIS CORPORATION SHALL BE CORPORATIONS, PARTNERSHIPS, AND OTHER BUSINESS ENTITIES WHICH: A) PAY ANNUAL DUES B)ADOPT AND PUBLISH A POLICY TO PROMOTE THE PURCHASE OF GOODS AND SERVICES FROM MINORITY-OWNED FIRMS; AND C) IMPLEMENT THE POLICY THAT IS ADOPTED AS A RECOGNIZED MANAGEMENT FUNCTION BY APPROPRIATE RULES AND PROCEDURES; AND DESIGNATE A PRINCIPAL REPRESENTATIVE AND ONE OR MORE ALTERNATIVE REPRESENTATIVES TO ACT FOR THE MEMBER IN CONNECTION WITH AFFAIRS OF THE CORPORATION. Form 990, Part VI, Section B, Line 11b Form 990 Is Initially reviewed by the president, vice president of operations and treasurer. The Form is then sent to the Finance Committee for review and feedback within 2-3 days. Then, to Executive Committee members which Include the council chair, vice-chair, immediate past chair, secretary, treasurer, certification chair and minority business enterprise input committee (mbeic) chair. Form 990, Part VI, Section B, Line 12c ALL EMPLOYEES ARE EXPECTED TO AVOID SITUATIONS THAT CREATE AN ACTUAL OR POTENTIAL CONFLICT BETWEEN THE EMPLOYEE'S PERSONAL INTERESTS AND THE INTERESTS OF WRMSDC. EMPLOYEES WHO, BECAUSE OF OTHER WORK OR ACTIVITIES, CANNOT MAKE THIS COMMITMENT MAY BE ASKED TO END THEIR EMPLOYMENT WITH WRMSDC.A CONFLICT OF INTEREST EXISTS WHEN AN EMPLOYEE'S LOYALTIES OR ACTIONS ARE DIVIDED BETWEEN WRMSDC AND A COMPETITOR, SUPPLIER, OR CUSTOMER. EMPLOYEES WHO ARE UNSURE WHETHER A CERTAIN TRANSACTION, ACTIVITY, OR RELATIONSHIP CONSTITUTES A CONFLICT OF INTEREST SHOULD DISCUSS THE SITUATION WITH THEIR SUPERVISOR OR A MEMBER OF MANAGEMENT FOR CLARIFICATION. ANY EXCEPTIONS TO THIS POLICY MUST BE APPROVED IN WRITING BY THE VICE PRESIDENT OF OPERATIONS OR PRESIDENT/CEO.SOME EXAMPLES OF THE MORE COMMON CONFLICTS THAT SHOULD BE AVOIDED BY ALL EMPLOYEES INCLUDE, BUT ARE NOT LIMITED TO:1. ACCEPTING PERSONAL GIFTS OR ENTERTAINMENT FROM COMPETITORS, CUSTOMERS, SUPPLIERS, OR POTENTIAL SUPPLIERS;2. WORKING FOR A COMPETITOR, SUPPLIER, OR CUSTOMER WHILE EMPLOYED BY WRMSDC;3. ENGAGING IN SELF-EMPLOYMENT IN COMPETITION WITH WRMSDC;4. USING PROPRIETARY OR CONFIDENTIAL COMPANY INFORMATION FOR PERSONAL GAIN OR TO WRMSDC'S DETRIMENT;5. HAVING A DIRECT OR INDIRECT FINANCIAL INTEREST IN OR RELATIONSHIP WITH A COMPETITOR, CUSTOMER, OR SUPPLIER;6. ACQUIRING ANY INTEREST IN PROPERTY OR ASSETS OF ANY KIND FOR THE PURPOSE OF SELLING OR LEASING IT TO WRMSDC;7. COMMITTING WRMSDC TO GIVE ITS FINANCIAL OR OTHER SUPPORT TO ANY OUTSIDE ACTIVITY OR ORGANIZATION WITHOUT APPROPRIATE WRITTEN AUTHORIZATION. FAILURE TO ADHERE TO THIS POLICY, INCLUDING FAILURE TO DISCLOSE ANY CONFLICT OR SEEK AN EXCEPTION TO THIS POLICY, MAY RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION. Form 990, Part VI, Section B, Line 15a THE SALARY FOR THE PRESIDENT & CEO IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Section C, Line 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE KEPT IN THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON REQUEST.