2026-03-24T14:22:18-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2024-01-01 752587342 WOMEN'S BUSINESS COUNCIL - SOUTHWEST WOME 8174052302 5605 N MACARTHUR BLVD 220 IRVING TX 75038 BLISS COULTER PRESIDENT & CEO 8174052302 2026-03-16 1 1 MALLORY GOOD P01704765 2156433900 2026-03-06 2024 2025-03-06 01:10:19Z BLISS COULTER 5605 N MACARTHUR BLVD 220 IRVING TX 75038 2110345 0 X WWW.WBCSOUTHWEST.ORG X 1995 TX TO PROVIDE A MEANS FOR IDENTIFYING AND ASSISTING WOMEN-OWNED BUSINESSES. 44 44 12 100 0 0 1310508 650727 659631 1193732 41801 37864 0 -35509 2011940 1846814 40000 30000 0 0 974954 852104 0 0 108996 690033 593672 1704987 1475776 306953 371038 2663351 2952209 1266359 1182348 1396992 1769861 X THE ORGANIZATION'S PRIMARY PURPOSE IS TO PROVIDE A MEANS FOR IDENTIFYING AND ASSISTING WOMEN-OWNED BUSINESSES TO COMPETE EFFECTIVELY IN THE BUSINESS WORLD. 0 0 1100307 0 1193732 THE MISSION OF THE WOMEN'S BUSINESS COUNCIL - SOUTHWEST (WBCS) IS TO FACILITATE MUTUALLY BENEFICIAL PROCUREMENT OPPORTUNITIES AMONG WOMEN'S BUSINESS ENTERPRISES (WBE) AND SUSTAINING CORPORATE MEMBERS. THE WBCS PROUDLY SERVES A FOUR-STATE REGION INCLUDING THE NORTHERN HALF OF TEXAS, ARKANSAS, NEW MEXICO, AND OKLAHOMA. IN AN EFFORT TO REALIZE THE MISSION OF WBCS, FOUR FOUNDATIONAL COMPONENTS AID IN ACHIEVING OUR SUCCESS: CERTIFICATION, PROCUREMENT, EDUCATION, AND NETWORKING. THE MEMBERSHIP OF THE WBCS INCLUDES 76 CORPORATE MEMBERS AND 1,385 WOMEN BUSINESS ENTERPRISE (WBE) MEMBERS (CONTINUED ON SCHEDULE O).WBCS ADMINISTERS THE FOLLOWING CERTIFICATION FOR OUR WBE CONSTITUENTS: WOMEN'S BUSINESS ENTERPRISE NATIONAL CERTIFICATION (WBENC), WOMEN OWNED SMALL BUSINESS CERTIFICATION FOR THE FEDERAL GOVERNMENT STATE OF TEXAS HISTORICALLY UNDERUTILIZED BUSINESS CERTIFICATION SMALL BUSINESS ENTERPRISE CERTIFICATION FOR USE BY DFW INT'L AIRPORT. THE SIGNATURE EVENTS OF THE WBCS INCLUDE: PARADE OF STARS AWARDS GALA: THE COUNCIL RECOGNIZES AND CELEBRATES EXEMPLARY CORPORATE AND WBE MEMBERS AT THIS ELEGANT EVENT FEATURING NETWORKING, DINNER, AND AWARDS. HARVESTING PARTNERSHIPS: OUR PROCUREMENT AND EDUCATIONAL WORKSHOP FEATURES PANEL DISCUSSIONS AND SEMINARS ON ISSUES OF INTEREST TO COUNCIL MEMBERS. CONNECTION TO CONTRACTS: COMBINING THE MOST POPULAR ELEMENTS OF FORMER WBCS EVENTS - POWER TO POTENTIAL, EXECUTIVE INSIGHTS, AND BUSINESS WORKS EXPO, THIS INAUGURAL PROCUREMENT EVENT FEATURES CORPORATE ROUNDTABLE SESSIONS, A C-SUITE EXECUTIVE KEYNOTE LUNCHEON AND "PRIME TIME" SESSIONS LED BY SUSTAINING (CORPORATE) MEMBERS AND THEIR TIRE 1 SUPPLIERS. WBCS EDUCATIONAL INITIATIVES INCLUDE: DFW AREA TABLE TOPICS LUNCHEONS - MONTHLY WBCS CONDUCTS MODEL PROGRAMS THAT ADVANCE ITS MISSION AND PROVIDE ADDED VALUE FOR THE MEMBERS. CORPORATE SCORECARD - ANNUAL REPORTING OUT TO CORPORATE MEMBERS ON THEIR SPECIFIC PARTICIPATION IN WBCS EVENTS AND THE VALUE AND RECOGNITION RECEIVED FOR THEIR PARTICIPATION. WBCS CONDUCTS PROGRAMMING FOR SEGMENTS OF THE MEMBERSHIP THAT SUPPORTS COMMUNITY AND ENGAGEMENT, I.E. WBES OF COLOR, AND NEXT GENERATION WBES. WBCS CONVERSES WITH OTHERS THROUGH THE FOLLOWING OUTLETS: FACEBOOK.COM/WBCSOUTHWESTTWITTER.COM/WBCSOUTHWEST LINKEDIN.COM/COMPANY/WOMEN'S-BUSINESS-COUNCILSOUTHWESTYOUTUBE.COM/WBCSOUTHWESTWWW.WBCSOUTHWEST.ORG 30000 30000 0 THROUGH THE LILLIE KNOX INVESTING FOR GROWTH FUND, SCHOLARSHIPS ARE AWARDED EACH YEAR TO SELECT COUNCIL MEMBERS TO FUND GROWTH INITIATIVES FOR THE BUSINESSES. THE MAXIMUM AVAILABLE IS $20,000 PER RECIPIENT. THE AWARD IS BASED UPON THE SUCCESS OF THE APPLICANT IN DESCRIBING SPECIFICALLY WHAT THEY NEED, THE VALUE OF THE GOODS OR SERVICES THEY PROVIDE, AND HOW THEY WILL UTILIZE THE AWARD TO ADVANCE THEIR BUSINESS. AFTER REVIEW AND JUDGEMENT OF ANNUAL APPLICATIONS, A TOTAL OF $30,000 WAS AWARDED TO SIX RECIPIENTS IN 2024. 1130307 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 44 44 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X BLISS COULTER PRESIDENT & CEO 8174052302 5605 N MACARTHUR BLVD 220 IRVING TX 75038 BLISS COULTER PRESIDENT 65.00 X X 180550 0 34131 SUZANNE CRUZ-SEWELL CHAIRPERSON 1.00 X X 0 0 0 LEIGH ANN VERNON FIRST VICE CHAIRPERSON 1.00 X X 0 0 0 RACHEL SANCHEZ PRESTIGE SECOND VICE CHAIRPERSON & PARLIAMENTARIAN 1.00 X X 0 0 0 PAMELA BRYANT TREASURER 1.00 X X 0 0 0 GRACE HASTINGS-CASE SECRETARY 1.00 X X 0 0 0 MARGIE AGUILAR DIRECTOR 1.00 X 0 0 0 JESSICA BASAEZ DIRECTOR 1.00 X 0 0 0 REENA BATRA DIRECTOR 1.00 X 0 0 0 CHANEL CHRISTOFF DAVIS DIRECTOR 1.00 X 0 0 0 SCOTT DOBBS DIRECTOR 1.00 X 0 0 0 DONNA ERHARDT DIRECTOR 1.00 X 0 0 0 RUBEN ESTRADA DIRECTOR 1.00 X 0 0 0 PAM GLOVER DIRECTOR 1.00 X 0 0 0 PREETI HARDER DIRECTOR 1.00 X 0 0 0 KATHLEEN HUNT DIRECTOR 1.00 X 0 0 0 CRYSTAL KING DIRECTOR 1.00 X 0 0 0 CARRIE KIRBY DIRECTOR 1.00 X 0 0 0 DON MCKNEELY DIRECTOR 1.00 X 0 0 0 TAMA MCLEAN DIRECTOR 1.00 X 0 0 0 MEREDITH MELECKI DIRECTOR 1.00 X 0 0 0 JOE MOSSINGER DIRECTOR 1.00 X 0 0 0 MARIBEL PAVIA DIRECTOR 1.00 X 0 0 0 MARQUETA POMARE DIRECTOR 1.00 X 0 0 0 JENICA OLIVER DIRECTOR 1.00 X 0 0 0 HEATHER RAMSEY DIRECTOR 1.00 X 0 0 0 JENI RAJBHANDARI DIRECTOR 1.00 X 0 0 0 MICHELLE RAY DIRECTOR 1.00 X 0 0 0 PATRICIA RODRIGUEZ-CHRISTIAN DIRECTOR 1.00 X 0 0 0 SILVANA ROSERO DIRECTOR 1.00 X 0 0 0 JENNIFER SCHAUMBURG DIRECTOR 1.00 X 0 0 0 JESSICA SCHULTZ DIRECTOR 1.00 X 0 0 0 JEANETTE SCHUTZ DIRECTOR 1.00 X 0 0 0 MEGAN SEITZ DIRECTOR 1.00 X 0 0 0 VICTORIA STEVENSON DIRECTOR 1.00 X 0 0 0 BRITTANY STOVALL DIRECTOR 1.00 X 0 0 0 JACKIE TURNER DIRECTOR 1.00 X 0 0 0 TAMIKA TUTT DIRECTOR 1.00 X 0 0 0 RITU VAIDYA DIRECTOR 1.00 X 0 0 0 JOYCE WILLIAMS DIRECTOR 1.00 X 0 0 0 PATTI WINSTANLEY DIRECTOR 1.00 X 0 0 0 MARC WINSTON DIRECTOR 1.00 X 0 0 0 MELINDA ZITO DIRECTOR 1.00 X 0 0 0 LATISHA BRANDON DIRECTOR 1.00 X 0 0 0 LINDSAY PITTARD VICE PRESIDENT OF OPERATIONS & STRATEGY 40.00 X 118800 0 19645 MARILYN PINSON DIRECTOR OF CERTIFICATIONS 40.00 X 104000 0 0 403350 0 53776 3 0 1 0 0 342661 38250 269816 23393 650727 MEMBERSHIP/CERTIFICATI 611430 990395 990395 EDUCATION/COUNSELING 611430 203337 203337 1193732 37864 37864 227048 342661 263531 -36483 -36483 974 974 974 1846814 1193732 0 2355 30000 30000 214682 150277 42936 21469 504678 416316 47008 41354 14344 12061 1141 1142 57963 48347 4944 4672 60437 47866 7331 5240 112905 89421 13695 9789 107360 72910 34195 255 38718 30665 4696 3357 22498 17818 2729 1951 50857 6304 43863 690 129467 99138 19477 10852 20006 15845 2427 1734 74625 65036 6197 3392 29866 23654 3622 2590 5866 4646 712 508 BAD DEBT 1500 1500 DUES AND SUBSCRIPTIONS 4 3 1 1475776 1130307 236473 108996 1134131 962295 748679 775248 214933 285382 8359 1948 211794 161446 75628 50348 527404 5518 932 476103 348652 2663351 2952209 39796 33852 707771 764770 518792 383726 1266359 1182348 X 1391810 1749204 5182 20657 1396992 1769861 2663351 2952209 371038 1831 0 X 1 X 0 0 0 X 1344083 912004 1231376 1310508 650727 5448698 571470 533863 620067 659631 1193732 3578763 0 1915553 1445867 1851443 1970139 1844459 9027461 116852 408235 411870 406363 7976 1351296 0 116852 408235 411870 406363 7976 1351296 7676165 22147 16144 -22902 41801 37864 95054 22147 16144 -22902 41801 37864 95054 0 4607 -4657 -90 974 834 1942307 1457354 1828451 2011940 1883297 9123349 0.84140 0.78560 0.01040 0.00970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23451 4216 19235 115568 86271 29297 72775 70959 1816 50348 RIGHT OF USE ASSETS 339284 SECURITY DEPOSIT 9368 348652 OPERATING LEASE LIABILITY 383726 383726 X PART X, LINE 2: WITH RESPECT TO UNCERTAIN TAX POSITIONS, THE MANAGEMENT OF WBCS BELIEVES ITS POSITIONS COMPLY WITH APPLICABLE LAWS AND THEY PERIODICALLY EVALUATE EXPOSURES ASSOCIATED WITH TAX FILING POSITIONS. CONSEQUENTLY, NO LIABILITY IS RECOGNIZED FOR UNCERTAIN TAX POSITIONS. AWARDS GALA 258656 161856 96800 18590 108947 7500 29688 3500 CONNECTIONS TO CONTRACT 148538 82388 66150 53963 9625 2904 2 143925 98417 45508 24239 4576 551119 342661 208458 18590 187149 7500 43889 6404 263532 -55074 1 DIAPER CONCIERGE 4180 VALLEY RIDGE ROAD DALLAS TX 75220 6000 0 LILLIE KNOX INVESTING FOR GROWTH FUND KEYWELLAI 2605 EAST 3RD STREET AUSTIN TX 78702 6000 0 LILLIE KNOX INVESTING FOR GROWTH FUND PLUIE INC 3028 ROLLING WOOD LANE KELLER TX 76248 6000 0 LILLIE KNOX INVESTING FOR GROWTH FUND RESTAURANT BEATRICE 1111 N BECKLEY AVENUE DALLAS TX 75208 6000 0 LILLIE KNOX INVESTING FOR GROWTH FUND WHITE HAWK ENGINEERING & DESIGN LLC 450 CENTRUY PKWY STE 190 ALLEN TX 75013 6000 0 LILLIE KNOX INVESTING FOR GROWTH FUND 0 6 PART I, LINE 2: AWARDS ARE PRESENTED TO ELIGIBLE WOMEN BUSINESS ENTERPRISE (WBE) MEMBERS THROUGH AN ANNUAL APPLICATION AND JUDGING PROCESS. THE AWARDEE IS REQUIRED TO PROVIDE A WRITTEN DESCRIPTION OF HOW THE FUNDS WERE USED TO ADVANCE THE OBJECTIVE IN HER ORIGINIAL APPLICATION. THIS WRITTEN DESCRIPTION IS DUE ONE YEAR FROM THE DATE THE AWARD WAS MADE.THE AWARD IS DESIGNED TO ASSIST WBE MEMBERS IN TAKING THEIR BUSINESS TO THE NEXT LEVEL OF PERFORMANCE AND SUCCESS. X X X 0 0 0 0 0 0 0 1 0 BLISS COULTER PRESIDENT 157000 0 23550 0 0 0 7615 0 26516 0 214681 0 0 0 PART I, LINE 7 THE PRESIDENT/CEO ALSO RECEIVED A DISCRETIONARY NON-FIXED BONUS WHICH WAS APPROVED BY THE BOARD OF DIRECTORS' COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE BOARD OF DIRECTORS AND CONSISTS OF THE OFFICERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM AND REVIEW BY THE PRESIDENT AND AUDIT COMMITTEE. QUESTIONS OR CONCERNS ARE ADDRESSED BEFORE THE FORM IS APPROVED FOR FILING. THE FINANCE COMMITTEE APPROVES THE FILING. THE FULLBOARD RECEIVES A COPY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO COMPLETE AND SIGN A CONFIDENTIALITY AND CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. ANY BOARD MEMBER WHO HAS A CONFLICT IS PROHIBITED FROM PARTICIPATING IN ANY DELIBERATIONS AND DECISIONS ON THE MATTER. ANY POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD. AFTER DISCUSSION WITH THE INTERESTED PERSON, THE DETERMINATION OF THE CONFLICT IS DELIBERATED AND VOTED UPON BY THE REMAINING BOARD MEMBERS TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CHAIRMAN OVERSEES THE ANNUAL EVALUATION OF THE PRESIDENT UTILIZING THE EXECUTIVE COMMITTEE IN THE REVIEW PROCESS. ACHIEVEMENT AND PROGRESS ON PRE-ESTABLISHED ORGANIZATIONAL GOALS FOR THE YEAR ARE INCLUDED IN EVALUATING THE PERFORMANCE. COMPENSATION SURVEY DATA AND BENCHMARKING IS UTILIZED IN DETERMINING COMPENSATION LEVELS AND MERIT INCREASES WHEN ESTABLISHING ANNUAL BUDGETS AND COMPENSATION IS WITHIN BUDGETED AMOUNTS. THIS PROCESS WAS LAST COMPLETED IN DECEMBER 2024. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES, FORM 990S, AUDITED FINANCIAL STATEMENTS, AND THE FORM 1023 ARE MADE AVAILABLE UPON REQUEST EITHER BY DIRECT INSPECTION OR BY PROVIDING A COPY OF THE REQUESTED DOCUMENTS.