2022-03-08T12:15:50-06:00 2021-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2020-07-01 251014553 WESTMORELAND MUSEUM OF AMERICAN ART WEST 7248371500 221 NORTH MAIN STREET GREENSBURG PA 15601 ANNE KRAYBILL THE RICHARD M. SCAIFER DIR/CEO 7248371500 2022-02-15 1 ANNE KRAYBILL 999009999 SARAH R PIOT P01358891 4122613644 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ANNE KRAYBILL 221 NORTH MAIN STREET GREENSBURG PA 15601 8478571 0 X WWW.THEWESTMORELAND.ORG X 1949 PA THE WESTMORELAND MUSEUM OF AMERICAN ART OFFERS A PLACE TO SHARE COMPELLING AND MEANINGFUL CULTURAL EXPERIENCES THAT OPEN THE DOOR TO NEW IDEAS, PERSPECTIVES, AND POSSIBILITIES. 15 14 47 52 -2877 0 3432740 4102941 114099 25272 389319 522708 16507 10764 3952665 4661685 0 0 0 0 1692817 1719416 0 0 551666 1924418 2024147 3617235 3743563 335430 918122 32193416 35101969 138687 204222 32054729 34897747 X THE WESTMORELAND MUSEUM OF AMERICAN ART OFFERS A PLACE TO SHARE COMPELLING AND MEANINGFUL CULTURAL EXPERIENCES THAT OPEN THE DOOR TO NEW IDEAS, PERSPECTIVES, AND POSSIBILITIES. 0 0 739767 9626 COLLECTIONS: THE NATIONALLY RECOGNIZED COLLECTIONS OF THE WESTMORELAND MUSEUM OF AMERICAN ART BRING TOGETHER OVER 4,000 OBJECTS OF FINE AND DECORATIVE AMERICAN ART FROM THE MID-18TH CENTURY THROUGH THE PRESENT, INCLUDING A UNIQUE FOCUS ON THE ART OF SOUTHWESTERN PENNSYLVANIA. THE COLLECTIONS RELATE DIRECTLY TO THE HISTORICAL AND CULTURAL HERITAGE OF THE COMMUNITY BY PRESENTING THE FINE AND DECORATIVE ARTS OF SOUTHWESTERN PENNSYLVANIA WITHIN THE CONTEXT OF THE BROADER AMERICAN ART SCENE. THROUGH THE COLLECTIONS, VISITORS LEARN ABOUT ART AS AN EXPRESSION OF HISTORY AND CULTURE OF THE REGION. WE PROVIDE INTERPRETATION TO SUPPORT LEARNING THROUGH GALLERY GUIDES, WALL TEXTS, EXTENDED LABELS FOR INDIVIDUAL WORKS, AND INTERACTIVE OPPORTUNITIES. APPROXIMATELY 15% OF THE MUSEUM'S PERMANENT COLLECTION IS ON VIEW TO THE PUBLIC AT ALL TIMES. IN ADDITION TO CONTINUING TO ACQUIRE NEW WORKS BY PURCHASE AND GIFT, THE MUSEUM ALSO ACTIVELY CONSERVES WORKS ALREADY IN OUR COLLECTION. EXHIBITIONS: DURING THE 2020-2021 FISCAL YEAR DUE TO COVID-19, THREE FEATURED TEMPORARY EXHIBITIONS WERE PRESENTED. (NORMALLY THE MUSEUM WOULD HAVE PRESENTED FOUR EXHIBITIONS.) THESE EXHIBITIONS WERE: AFRICAN AMERICAN ART IN THE 20TH CENTURY, A TRAVELING EXHIBITION FROM THE SMITHSONIAN AMERICAN ART MUSEUM (FEBRUARY 16, 2020 - JANUARY 17, 2021), PATTERN MAKERS (FEBRUARY 7 - MAY 9, 2021) AND BORDER CANTOS, ORGANIZED BY CRYSTAL BRIDGES MUSEUM OF AMERICAN ART (MAY 30 - SEPTEMBER 5, 2021). 564390 5099 AUDIENCE DEVELOPMENT: THE WESTMORELAND IS COMMITTED TO INCREASING OUR AUDIENCE THROUGH PROGRAMMING, MARKETING & PROMOTION AND SPECIAL EVENTS. IN ADDITION TO A FOCUS ON REACHING THE IMMEDIATE COMMUNITY, WE HAVE ALSO MADE CONCENTRATED EFFORTS TO INCREASE AWARENESS IN THE PITTSBURGH REGION AND BEYOND. ADDITIONALLY DUE TO COVID-19, THE MUSEUM SHIFTED EFFORTS TO PRESENT VIRTUAL CONTENT AND PROGRAMMING. 553620 EXHIBITIONS: DURING THE 2020-2021 FISCAL YEAR, THREE FEATURED TEMPORARY EXHIBITIONS WERE PRESENTED. THESE WERE: AFRICAN AMERICAN ART IN THE 20TH CENTURY, A TRAVELING EXHIBITION FROM THE SMITHSONIAN AMERICAN ART MUSEUM (FEBRUARY 16, 2020 - JANUARY 17, 2021), PATTERN MAKERS (FEBRUARY 7 - MAY 9, 2021) AND BORDER CANTOS, ORGANIZED BY CRYSTAL BRIDGES MUSEUM OF AMERICAN ART (MAY 30 - SEPTEMBER 5, 2021). 439301 9550 ALL OTHER EXEMPT FUNCTIONS: THE MUSEUM OFFERED EDUCATION RELATED PROGRAMS AND ACTIVITIES, INCLUDING SCHOOL TOURS, LECTURES, ART CLASSES (ADULT & CHILDREN), ART CAMPS, ETC. DUE TO COVID-19, MANY OF THESE PROGRAMS WERE PRESENTED VIRTUALLY. 439301 9550 2297078 1 1 0 1 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 39 0 1 47 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X SUZANNE WRIGHT 7248371500 221 NORTH MAIN STREET GREENSBURG PA 15601 ANNE KRAYBILL THE RICHARD M SCAIFE DIRECTOR/CEO 45.00 X X 154310 0 20447 JOHN BOYLE TRUSTEE 1.00 X 0 0 0 JAMES S BROADHURST TRUSTEE 1.00 X 0 0 0 LAURA FISHER TRUSTEE 1.00 X 0 0 0 LAURA GUTNICK TRUSTEE 1.00 X 0 0 0 EILEEN KOPELMAN TRUSTEE 1.00 X 0 0 0 PAMELA KROH TRUSTEE 1.00 X 0 0 0 ARMOUR MELLON TRUSTEE 1.00 X 0 0 0 ALBERT NOVAK TRUSTEE 1.00 X 0 0 0 MARTIN O'BRIEN TRUSTEE 1.00 X 0 0 0 TUESDAY STANLEY TRUSTEE 1.00 X 0 0 0 STEPHEN YSLAS TRUSTEE 1.00 X 0 0 0 ELLEN SWANK PRESIDENT 1.00 X X 0 0 0 HELENE CONWAY LONG VICE PRESIDENT 1.00 X X 0 0 0 NATHAN BOXX SECRETARY/TREASURER 1.00 X X 0 0 0 SUZANNE WRIGHT CHIEF FINANCIAL OFFICER 45.00 X 85289 0 2552 239599 0 22999 1 0 1 0 1 114945 874589 3113407 411415 4102941 ADMISSION INCOME 900099 8436 8436 EDUCATION 900099 7863 7863 PATRON CULTIVATION 713990 5099 5099 CAFE SALES 722514 2187 2187 1687 1687 25272 284773 284773 54977 4857 50120 50120 -2877 52997 3955299 1190 3718554 0 236745 1190 237935 1190 236745 54119 93475 -39356 -39356 4661685 -15081 -2877 576702 252423 118063 30512 103848 1161849 728123 202113 231613 31408 15786 7945 7677 162130 86540 44691 30899 111606 59151 30134 22321 11401 11401 2544 2544 43267 43267 36300 36300 33317 732 32585 285595 216719 67086 1790 96888 89934 6954 73093 23607 20231 29255 20612 1022 19469 121 271459 97310 163519 10630 6568 4490 1490 588 10222 3180 6477 565 698904 442036 210550 46318 79131 63305 12265 3561 EDUCATION EXPENSES 118215 118215 ACCESSION OF ART 115450 115450 PERM COLLEC & EXHIB FEE 105389 105389 ENTERTAINMENT 5542 2563 2485 494 10250 2919 7331 3743563 2297078 894819 551666 39647 64956 1962827 3188411 2287213 1158226 25 1119 54795 37215 41373 40618 26986445 8384476 19260016 18601969 3744753 6150172 64556 59889 4738211 5799394 32193416 35101969 123649 187130 15038 17092 138687 204222 X 21308954 22308248 10745775 12589499 32054729 34897747 32193416 35101969 918122 1924896 0 X X 0 1 X 1 0 X 1652076 2695815 2800787 3432740 4102941 14684359 1652076 2695815 2800787 3432740 4102941 14684359 5157330 9527029 336624 336239 366937 398279 339750 1777829 16462188 650431 0.57870 0.51320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 36300 0 0 36300 0 PART II-B, LINE 1: PROFESSIONAL SERVICES WERE SECURED BY THE MUSEUM TO ASSIST THEM IN THEIR PURSUIT OF STATE GOVERNMENT GRANTS AND TO ASSIST IN THE STATE GRANTS FOR TOURISM AND COVID GRANTS. SERVICES ARE PROVIDED PRIMARILY BY CAMERON INDUSTRIES. THE FIRM IS PRIMARILY RESPONSIBLE FOR EDUCATING GOVERNMENT OFFICIALS REGARDING THE MUSEUM'S OPERATIONS IN AN ATTEMPT TO RECEIVE FUNDING. X X X X 0 8247456 0 2386738 384107 34423 10215664 8461947 0 276813 390383 21804 8247456 8340222 37755 405458 300991 20497 8461947 8049211 34375 650796 373471 20689 8340222 7431931 35500 869586 268260 19546 8049211 0.00000 1.00000 0.00000 1 1 1 435194 435194 23739322 6500054 17239268 2093637 1571296 522341 718292 313126 405166 18601969 FUNDS HELD IN TRUST BY OTHERS 5799394 5799394 X 6653313 1924896 98333 2023229 4630084 31600 31600 4661684 3810295 98333 98333 3711962 31600 31600 3743562 PART III, LINE 1A: COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE WESTMORELAND'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTION IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS NET ASSETS WITH DONOR RESTRICTION IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES AND ARE USED FOR THE ACQUISITION OF COLLECTIONS. PART III, LINE 4: THE NATIONALLY RECOGNIZED COLLECTIONS OF THE WESTMORELAND MUSEUM OF AMERICAN ART BRING TOGETHER OVER 4,000 OBJECTS OF FINE AND DECORATIVE AMERICAN ART FROM THE MID-18TH CENTURY THROUGH THE PRESENT, INCLUDING A UNIQUE FOCUS ON THE ART OF SOUTHWESTERN PENNSYLVANIA. THE COLLECTIONS RELATE DIRECTLY TO THE HISTORICAL AND CULTURAL HERITAGE OF THE COMMUNITY BY PRESENTING THE FINE AND DECORATIVE ARTS OF SOUTHWESTERN PENNSYLVANIA WITHIN THE CONTEXT OF THE BROADER AMERICAN ART SCENE. THROUGH THE COLLECTIONS, VISITORS LEARN ABOUT ART AS AN EXPRESSION OF HISTORY AND CULTURE OF THE REGION. WE PROVIDE INTERPRETATION TO SUPPORT LEARNING THROUGH GALLERY GUIDES, WALL TEXTS, EXTENDED LABELS FOR INDIVIDUAL WORKS, AND INTERACTIVE OPPORTUNITIES. APPROXIMATELY 15% OF THE MUSEUM'S PERMANENT COLLECTION IS ON VIEW TO THE PUBLIC AT ALL TIMES. IN ADDITION TO CONTINUING TO ACQUIRE NEW WORKS BY PURCHASE AND GIFT, THE MUSEUM ALSO ACTIVELY CONSERVES WORKS ALREADY IN OUR COLLECTION. EXHIBITIONS: DURING THE 2020-2021 FISCAL YEAR DUE TO COVID-19, THREE FEATURED TEMPORARY EXHIBITIONS WERE PRESENTED. (NORMALLY THE MUSEUM WOULD HAVE PRESENTED FOUR EXHIBITIONS.) THESE EXHIBITIONS WERE: AFRICAN AMERICAN ART IN THE 20TH CENTURY, A TRAVELING EXHIBITION FROM THE SMITHSONIAN AMERICAN ART MUSEUM (FEBRUARY 16, 2020 - JANUARY 17, 2021), PATTERN MAKERS (FEBRUARY 7 - MAY 9, 2021) AND BORDER CANTOS, ORGANIZED BY CRYSTAL BRIDGES MUSEUM OF AMERICAN ART (MAY 30 - SEPTEMBER 5, 2021). PART V, LINE 4: THE WESTMORELAND HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROVIDE SUPPORT FOR CURRENT FUNCTIONS WHILE GENERATING CAPITAL APPRECIATION TO ENSURE EXPANDED CAPABILITIES IN THE FUTURE. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY. UNDER THE INVESTMENT POLICY, AS APPROVED BY THE BOARD, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER INTENDED TO EXCEED RESULTS OF VARIOUS BENCHMARKS INCLUDING THE S&P 500 INDEX, RUSSELL 2000 INDEX, EAFE INDEX, BARCLAY'S G/C INDEX AND SL 3-MO. T-BILL INDEX, DEPENDING ON THE TYPE OF INVESTMENT. PART X, LINE 2: THE WESTMORELAND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND PENNSYLVANIA STATE TAXES. EFFECTIVE JUNE 1, 1995, THE WESTMORELAND RECEIVED A FINAL DETERMINATION OF ITS STATUS AS OTHER THAN A PRIVATE FOUNDATION UNDER THE PROVISIONS OF IRC SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI). ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS RECORDED IN THE FINANCIAL STATEMENTS. THE WESTMORELAND'S STATEMENTS OF FINANCIAL POSITION AT JUNE 30, 2021 AND 2020 DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. FURTHER, THE WESTMORELAND HAS NO UNRECOGNIZED TAX BENEFITS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES FOR THE YEARS ENDED JUNE 30, 2021 AND 2020. THE STATUTORY TAX YEARS AFTER 2017 REMAIN OPEN TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 93,475. RENTAL EXPENSE 4,858. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 93,475. RENTAL EXPENSE 4,858. X X X X X 0 0 0 0 0 0 0 0 0 ANNE KRAYBILL THE RICHARD M SCAIFE DIRECTOR/CEO 154310 0 0 0 0 0 4668 0 15779 0 174757 0 0 0 PART I, LINE 3 A COMPENSATION STUDY AND SURVEY OF COMPENSATION OF OTHER NON PROFIT ORGANIZATIONS WAS PERFORMED BY THE CFO ON BEHALF OF THE EXECUTIVE COMMITTEE FOR THE DETERMINATION OF THE CHIEF EXECUTIVE OFFICER'S SALARY. ADJUSTMENTS IN COMPENSATION ARE APPROVED BY AN INDEPENDENT EXECUTIVE COMMITTEE AND, IF AWARDED, THEY APPROXIMATE COST OF LIVING INCREASES. X 12 0 X 3 411415 FAIR MARKET VALUE 3 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE YEAR ENDED JUNE 30, 2021 IS REPORTED IN COLUMN (B). PART I, LINE 33: A ZERO AMOUNT WAS REPORTED ON FORM 990, PART VIII, LINE 1G FOR THE WORKS OF ART RECEIVED, BECAUSE THE MUSEUM DID NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER SFAS 116 (ASC 958-360-25). FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE, WHEN THE BOARD IS NOT IN SESSION, SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY OF THE BOARD EXCEPT TO THE EXTENT, IF ANY, THAT SUCH AUTHORITY SHALL BE LIMITED BY THE RESOLUTION APPOINTING THE EXECUTIVE COMMITTEE AND EXCEPT ALSO THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY OF THE BOARD IN REFERENCE TO AMENDING THE ARTICLES OF INCORPORATION, ADOPTING A PLAN OF MERGER OF CONSOLIDATION, AUTHORIZING THE SALE, LEASE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE FOUNDATION, AUTHORIZING A VOLUNTARY DISSOLUTION OF THE FOUNDATION, OR A REVOCATION THEREOF, OR AMENDING THE BYLAWS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER PRIOR TO SUBMISSION TO THE BOARD TREASURER, FINANCE AND INVESTMENT COMMITTEE AND EXECUTIVE COMMITTEE FOR REVIEW. UPON COMPLETION OF THE REVIEW BY THE FINANCE AND INVESTMENT AND EXECUTIVE COMMITTEES, THE FORM 990 IS MADE AVAILABLE FOR REVIEW BY ALL BOARD MEMBERS IN ADVANCE OF FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, BOARD TRUSTEES AND OFFICERS RECEIVE A COPY OF WESTMORELAND'S EXSITING CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM FOR COMPLETION. THIS CONFLICT OF INTEREST DISCLOSURE FORM INCLUDES REQUIREMENTS TO DISCLOSE POTENTIAL CONFLICTS THAT EXIST AT THE DATE OF COMPLETION AS WELL AS THE OBLIGATION BY THE INDIVIDUAL TO INFORM WESTMORELAND OF ANY POTENTIAL CONFLICTS THAT MAY ARISE IN THE FUTURE. THE COMPLETED FORMS ARE REVIEWED AND MONITORED BY THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION STUDY AND SURVEY OF COMPENSATION OF OTHER NON PROFIT ORGANIZATIONS WAS PERFORMED BY THE CFO ON BEHALF OF THE EXECUTIVE COMMITTEE FOR THE DETERMINATION OF THE CHIEF EXECUTIVE OFFICER'S SALARY. ADJUSTMENTS IN COMPENSATION ARE APPROVED BY AN INDEPENDENT EXECUTIVE COMMITTEE AND, IF AWARDED, THEY APPROXIMATE COST OF LIVING INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING: BOTH THE FINANCE AND INVESTMENT COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES PARTICIPATE IN THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THE AUDIT DRAFT IS REVIEWED BY THE CHAIR OF THE FINANCE AND INVESTMENT COMMITTEE AND THE CHAIRMAN OF THE BOARD BEFORE BEING PRESENTED TO THE ENTIRE BOARD OF TRUSTEES. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VII, EMERITUS TRUSTEES: THE FOLLOWING INDIVIDUALS SERVE AS EMERITUS TRUSTEES OF THE WESTMORELAND MUSEUM OF AMERICAN ART WITH NO VOTING RIGHTS: THE HONORABLE CHARLES H. LOUGHRAN, RICHARD W. MORFORD, JACK SMITH. WOODS - MARCHAND FOUNDATION BNY MELLON NA PO BOX 185 PITTSBURGH PA 15230 256018836 SUPPORTING ORG/CHARITABLE PA 501(C)(3) LINE 12D, III-O N/A 0 JAMISON FOR WSTMRLND MUSEUM ART BNY MELLON NA PO BOX 185 PITTSBURGH PA 15230 256690388 SUPPORTING ORG/CHARITABLE PA 501(C)(3) LINE 12D, III-O N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0