2018-04-03T15:06:46-05:00 2017-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2016-07-01 251014553 WESTMORELAND MUSEUM OF AMERICAN ART WEST 7248371500 221 NORTH MAIN STREET GREENSBURG PA 15601 JUDITH H O'TOOLE THE RICHARD M. SCAIFE DIR/CEO 7248371500 2018-03-03 1 SARAH R PIOT P01358891 4122613644 208.79.164.82 2018-03-03 11:16:48 ES P 810C45B0235CE8481B818E3C03D79AF1C34D2A4A 3AAA2E23EA84E8A4B2381B28F2758B83050CD944 2016 2021-01-29 14:40:06Z JUDITH H O'TOOLE 221 NORTH MAIN STREET GREENSBURG PA 15601 4245728 0 X WWW.THEWESTMORELAND.ORG X 1949 PA THE WESTMORELAND STIMULATES IMAGINATION AND INNOVATION THROUGH GREAT EXPERIENCES WITH ART. WE ARE A MODEL OF INSTITUTIONAL EXCELLENCE AND A VITAL PART OF OUR COMMUNITY. 19 18 49 148 -1625 -1625 5083312 1802076 153030 161451 135818 366452 23046 4485 5395206 2334464 0 0 0 0 1549372 1421276 60124 24059 484458 1962308 1921533 3571804 3366868 1823402 -1032404 34994510 32350135 2531182 201592 32463328 32148543 X THE WESTMORELAND MUSEUM OF AMERICAN ART STIMULATES IMAGINATION AND INNOVATION THROUGH GREAT EXPERIENCES WITH ART. WE ARE A MODEL OF INSTITUTIONAL EXCELLENCE AND A VITAL PART OF OUR COMMUNITY. 0 0 641948 141203 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. OUR ARTISTIC HOLDINGS SUPPORT THE MUSEUM'S MISSION OF "ENRICHING A GROWING PUBLIC THROUGH INNOVATIVE AND COLLABORATIVE APPROACHES TO THE COLLECTION, PRESERVATION AND PRESENTATION OF AMERICAN ART." THROUGH THE COLLECTIONS, VISITORS LEARN ABOUT ART AS AN EXPRESSION OF HISTORY AND CULTURE, NOT IN THE ABSTRACT BUT AS PART OF THEIR OWN HERITAGE. WE REINFORCE THIS THROUGH GALLERY GUIDES, WALL TEXTS, AND EXTENDED LABELS FOR INDIVIDUAL WORKS ON EXHIBITION. 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. 543582 EXHIBITIONS: DURING THE 2016-2017 FISCAL YEAR, FOUR FEATURED TEMPORARY EXHIBITIONS WERE PRESENTED. THESE WERE A SHARED LEGACY: FOLK ART IN AMERICA (JULY 9 - OCTOBER 16, 2016), OPPOSITES ATTRACT: KATHLEEN MULCAHY AND SYLVESTER DAMIANOS (NOVEMBER 5, 2016 - FEBRUARY 5, 2017), WHEN MODERN WAS CONTEMPORARY: SELECTIONS FROM THE ROY R. NEUBERGER COLLECTION (FEBRUARY 25 - MAY 21, 2017), AND THE ART OF MOVEMENT: ALEXANDER CALDER, GEORGE RICKEY & TIM PRENTICE (OPENED JUNE 10, 2017). 413156 60984 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 THROUGH STRATEGIC ADVERTISING PLACEMENTS. 434350 14115 ALL OTHER EXEMPT FUNCTIONS: THE MUSEUM OFFERED EDUCATION AND OUTREACH RELATED PROGRAMS AND ACTIVITIES, INCLUDING SCHOOL TOURS, OUTREACH TO SCHOOLS, LECTURES, ART CLASSES (ADULT & CHILDREN), ART CAMPS, FAMILY DAYS, ETC. 434350 14115 2033036 1 1 0 1 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 0 1 41 0 1 49 1 1 1 0 0 0 0 1 1 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X JUDITH H O'TOOLE 7248371500 221 NORTH MAIN STREET GREENSBURG PA 15601 CHARLES H BOOTH JR TRUSTEE 1.00 X 0 0 0 NATHAN BOXX ENTERED 012017 TRUSTEE 1.00 X 0 0 0 JOHN BOYLE TRUSTEE 1.00 X 0 0 0 JAMES S BROADHURST TRUSTEE 1.00 X 0 0 0 CAROL BROWN TRUSTEE (EXITED 01/2017) 1.00 X 0 0 0 SEAN CASSIDY TRUSTEE 1.00 X 0 0 0 HARVEY CHILDS III TRUSTEE (EXITED 01/2017) 1.00 X 0 0 0 SUSAN DORRANCE TRUSTEE (ENTERED 07/2016) 1.00 X 0 0 0 PAUL J EVANSON TRUSTEE 1.00 X 0 0 0 GEORGE C GREER TRUSTEE (EXITED 01/2017) 1.00 X 0 0 0 LAURA GUTNICK TRUSTEE 1.00 X 0 0 0 PAMELA KROH TRUSTEE 1.00 X 0 0 0 MARTIN O'BRIEN TRUSTEE (ENTERED 01/2017) 1.00 X 0 0 0 ANNE B ROBERTSHAW TRUSTEE (EXITED 04/2017) 1.00 X 0 0 0 CAROLYN SNYDER TRUSTEE (ENTERED 01/2017) 1.00 X 0 0 0 HARRY A THOMPSON II TRUSTEE 1.00 X 0 0 0 HARLEY NILES TRICE TRUSTEE 1.00 X 0 0 0 STEPHEN YSLAS ENTERED 012017 TRUSTEE 1.00 X 0 0 0 DIANA JANNETTA TRUSTEE THRU 1/17), PRESIDENT (AS OF 1/17) 1.00 X X 0 0 0 BRUCE M WOLF PRESIDENT THRU 1/17), PAST PRESIDENT (AS OF 1/17) 1.00 X X 0 0 0 ARMOUR N MELLON VP THRU 1/17), TRUSTEE (AS OF 1/2017) 1.00 X X 0 0 0 ELLEN SWANK TRUSTEE THRU 117 VICE PRESIDENT (AS OF 1/17) 1.00 X X 0 0 0 DONALD C KORB SECRETARY/TREASURER 1.00 X X 0 0 0 JUDITH H O'TOOLE THE RICHARD M. SCAIFE DIRECTOR/CEO 35.00 X X 160164 0 25688 SUZANNE WRIGHT DIRECTOR OF FINANCE & BUDGETING 35.00 X 77453 0 0 237617 0 25688 1 0 1 0 0 120890 94183 52426 1534577 399037 1802076 PATRON CULTIVATION 713990 77963 77963 ADMISSION INCOME 900099 69373 69373 EDUCATION 713990 14115 14115 161451 265983 265983 70641 28328 42313 42313 -1625 43938 1741026 71830 1712387 0 28639 71830 100469 71830 28639 37554 94183 58403 -20849 -20849 95167 112146 -16979 -16979 2334464 216302 -1625 317711 240816 112364 28030 100422 944299 569028 206395 168876 130615 70367 36977 23271 105546 53644 23279 28623 2340 2340 26977 26977 12000 12000 24059 24059 8615 8615 264727 186985 37471 40271 144710 137484 3387 3839 73575 21107 48860 3608 250 70 156 24 250373 105853 133455 11065 10587 7553 1403 1631 4667 1297 2923 447 44488 44488 760348 479376 230035 50937 59314 47451 9194 2669 EXHIBITION FEES 135944 135944 PERMANENT COLLECTION 24709 24709 EDUCATION EXPENSES 19561 19561 ACCESSION OF ART 13364 13364 64984 46879 5389 12716 3366868 2033036 849374 484458 95175 70783 703412 1518864 3499020 1185796 21 411 90562 98454 33915 42743 26864515 5584912 21915294 21279603 4226102 3390289 4431009 4763192 34994510 32350135 2505164 133090 26018 68502 2531182 201592 X 21930153 22643133 3135945 1525993 7397230 7979417 32463328 32148543 34994510 32350135 -1032404 717619 0 X X 0 1 X 1 0 X 5988681 4274337 8905803 5083312 1802076 26054209 5988681 4274337 8905803 5083312 1802076 26054209 10877786 15176423 282468 321810 350768 260221 336624 1551891 2756 2756 27608856 876739 0.54970 0.49060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 12000 0 0 12000 0 PART II-B, LINE 1: PROFESSIONAL SERVICES WERE SECURED BY THE MUSEUM TO ASSIST THEM IN THEIR PURSUIT OF STATE GOVERNMENT GRANTS TO ASSIST IN THE RELEASE OF THE RACP GRANT AND OTHER STATE GRANTS FOR TOURISM. 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 7431931 35500 869586 268260 19546 8049211 7961288 36810 -187536 359042 19589 7431931 8033446 35932 227407 315467 20030 7961288 7219705 2250 1131587 300827 19269 8033446 6856700 10034 547194 172224 21999 7219705 0.00000 0.99130 0.00870 1 1 1 435194 435194 23735296 4353302 19381994 1975733 1051088 924645 718292 180522 537770 21279603 FUNDS HELD IN TRUST BY OTHERS 4763192 4763192 X 3250960 717619 198877 916496 2334464 0 2334464 3565745 198877 198877 3366868 0 3366868 PART III, LINE 1A: THE 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 UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENT RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. 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 3,600 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. OUR ARTISTIC HOLDINGS SUPPORT THE MUSEUM'S MISSION OF "ENRICHING A GROWING PUBLIC THROUGH INNOVATIVE AND COLLABORATIVE APPROACHES TO THE COLLECTION, PRESERVATION AND PRESENTATION OF AMERICAN ART." THROUGH THE COLLECTIONS, VISITORS LEARN ABOUT ART AS AN EXPRESSION OF HISTORY AND CULTURE, NOT IN THE ABSTRACT BUT AS PART OF THEIR OWN HERITAGE. WE REINFORCE THIS THROUGH GALLERY GUIDES, WALL TEXTS, AND EXTENDED LABELS FOR INDIVIDUAL WORKS ON EXHIBITION. 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 WESTMORELAND 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 OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO EXCEED RESULTS OF VARIOUS BENCHMARKS SUCH AS 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 501(C)(3) OF THE INTERNAL REVENUE CODE 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, 2017 AND 2016 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, 2017 AND 2016. THE STATUTORY TAX YEARS REMAIN OPEN TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 112,146. RENTAL EXPENSE 28,328. SPECIAL EVENT EXPENSE 58,403. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 112,146. RENTAL EXPENSE 28,328. SPECIAL EVENT EXPENSE 58,403. X X X X X 1 RICHARD W REED JR 5310 WILKINS AVENUE PITTSBURGH PA 15217 CAMPAIGN CONSULTANT 0 200000 24059 180000 200000 24059 180000 PA BIG ART PARTY 131737 94183 37554 16904 20203 9696 11600 131737 94183 37554 16904 20203 9696 11600 58403 -20849 X X X 0 0 0 0 0 0 0 0 0 JUDITH H O'TOOLE THE RICHARD M. SCAIFE DIRECTOR/CEO 160164 0 0 0 0 0 0 0 25688 0 185852 0 0 0 KEVIN O'TOOLE FAMILY MEMBER 50197 SPOUSE OF AN OFFICER WAS EMPLOYED AS AN ART HANDLER AND INTERIM FACILITIES MANAGER DURING THE FISCAL YEAR. THE SERVICE WAS PROVIDED AT FAIR MARKET VALUE AND IN THE ORDINARY COURSE OF BUSINESS. 0 X 15 0 X 3 399037 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS RECEIVED IS REPORTED. SCHEDULE M, PART I, QUESTION 33: A ZERO AMOUNT WAS REPORTED ON FORM 990, PART VIII, LINE 1G, 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 PRIOR TO SUBMISSION TO THE BOARD TREASURER, FINANCE COMMITTEE AND EXECUTIVE COMMITTEE FOR REVIEW. UPON COMPLETION OF THE REVIEW BY THE FINANCE 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 DIRECTOR OF FINANCE 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)(1) 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