WESTMORELAND MUSEUM OF ART: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WESTMORELAND MUSEUM OF ART (EIN 25-1014553)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-02-02
IRS object ID
201730339349300613
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-02-02T08:27:06-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251408703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER DOWNS & CO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PPG PLACE SUITE 1700AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251014553EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTMORELAND MUSEUM OF AMERICAN ARTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone7248371500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 NORTH MAIN STREETAddressLine1Txt
CityGREENSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDITH H O'TOOLEPersonNm
Person TitleTHE RICHARD M. SCAIFE CEO/DIRPersonTitleTxt
Phone7248371500PhoneNum
Signature2017-02-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN M KIRSCHPreparerPersonNm
PTINP00341397PTIN
Phone4122613644PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJUDITH H O'TOOLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 NORTH MAIN STREETAddressLine1Txt
CityGREENSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,254,483GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THEWESTMORELAND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1949FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO ENRICH A GROWING PUBLIC TO THE COLLECTION, PRESERVATION AND PRESENTATION OF AMERICAN ART.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee45TotalEmployeeCnt
Total Volunteers84TotalVolunteersCnt
Total Gross UBI-$1,992TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$1,992NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,905,803PYContributionsGrantsAmt
CY Contributions Grants$5,083,312CYContributionsGrantsAmt
PY Program Service Revenue$68,370PYProgramServiceRevenueAmt
CY Program Service Revenue$153,030CYProgramServiceRevenueAmt
PY Investment Income$348,235PYInvestmentIncomeAmt
CY Investment Income$135,818CYInvestmentIncomeAmt
PY Other Revenue$37,058PYOtherRevenueAmt
CY Other Revenue$23,046CYOtherRevenueAmt
PY Total Revenue$9,359,466PYTotalRevenueAmt
CY Total Revenue$5,395,206CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,358,349PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,549,372CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$60,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$60,124CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$440,014CYTotalFundraisingExpenseAmt
PY Other Expenses$1,133,564PYOtherExpensesAmt
CY Other Expenses$1,962,308CYOtherExpensesAmt
PY Total Expenses$2,551,913PYTotalExpensesAmt
CY Total Expenses$3,571,804CYTotalExpensesAmt
PY Revenues Less Expenses$6,807,553PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,823,402CYRevenuesLessExpensesAmt
Total Assets BOY$32,696,991TotalAssetsBOYAmt
Total Assets EOY$34,994,510TotalAssetsEOYAmt
Total Liabilities BOY$1,847,127TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,531,182TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$30,849,864NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$32,463,328NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE WESTMORELAND MUSEUM OF AMERICAN ART IS TO ENRICH A GROWING PUBLIC THROUGH INNOVATIVE AND COLLABORATIVE APPROACHES TO THE COLLECTION, PRESERVATION AND PRESENTATION OF AMERICAN ART.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$724,469ExpenseAmt
Revenue$59,958RevenueAmt
DescAUDIENCE 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$483,391ExpenseAmt
Revenue$99,039RevenueAmt
DescCOLLECTIONS: 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. 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$228,732ExpenseAmt
DescEXHIBITIONS: DURING THE 2015-2016 FISCAL YEAR, THE MUSEUM'S MAJOR RENOVATION AND EXPANSION PROJECT WAS COMPLETED WITH GRAND REOPENING CELEBRATION EVENTS OCCURRING ON OCTOBER 24 & 25. TWO FEATURED TEMPORARY EXHIBITIONS WERE PRESENTED IN THE CANTILEVER GALLERY SPACE IN THE NEW ADDITION POST THE GRAND REOPENING. THESE WERE A PASSION FOR COLLECTING: SELECTIONS FROM THE RICHARD M. SCAIFE BEQUEST (OCTOBER 22, 2015 - FEBRUARY 14, 2016) & THE NEW YORK HISTORICAL SOCIETY'S TELLING TALES: STORIES AND LEGENDS IN 19TH CENTURY AMERICAN ART (MARCH 5, 2016 - JUNE 19, 2016).Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$550,471ExpenseAmt
Revenue$26,517RevenueAmt
DescALL 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.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$550,471TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$26,517TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,987,063TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document41IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee45EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUDITH H O'TOOLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7248371500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 NORTH MAIN STREETAddressLine1Txt
CityGREENSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15601ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
CHARLES H BOOTH JR
TRUSTEE1.00Yes (X)$0$0$0
JOHN BOYLE
TRUSTEE1.00Yes (X)$0$0$0
CAROL BROWN
TRUSTEE1.00Yes (X)$0$0$0
SEAN CASSIDY
TRUSTEE1.00Yes (X)$0$0$0
HARVEY CHILDS III
TRUSTEE1.00Yes (X)$0$0$0
PAUL J EVANSON
TRUSTEE1.00Yes (X)$0$0$0
GEORGE C GREER
TRUSTEE1.00Yes (X)$0$0$0
LAURA GUTNICK
TRUSTEE1.00Yes (X)$0$0$0
DIANA JANNETTA
TRUSTEE1.00Yes (X)$0$0$0
PAMELA KROH
TRUSTEE1.00Yes (X)$0$0$0
JANE ROESCH
TRUSTEE (EXITED 04/2016)1.00Yes (X)$0$0$0
ANNE B ROBERTSHAW
TRUSTEE1.00Yes (X)$0$0$0
ELLEN SWANK
TRUSTEE1.00Yes (X)$0$0$0
HARRY A THOMPSON II
TRUSTEE1.00Yes (X)$0$0$0
HARLEY NILES TRICE
TRUSTEE1.00Yes (X)$0$0$0
BRUCE M WOLF
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
ARMOUR N MELLON
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
DONALD C KORB
SECRETARY/TREASURER1.00Yes (X)$0$0$0Yes (X)
JUDITH H O'TOOLE
THE RICHARD M. SCAIFE DIRECTOR/CEO35.00Yes (X)$158,844$0$25,767Yes (X)
SUZANNE WRIGHT
DIRECTOR OF FINANCE AND BUDGETING35.00$79,544$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$238,388TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$25,767TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
JAMES CONSTRUCTION
343 EAST MAIN STREET SUITE 203CARNEGIEPA15106CONSTRUCTION$536,935
RENICK BROTHERS
434 GROVE CITY ROADSLIPPERY ROCKPA16057CONSTRUCTION$219,861
HANLON ELECTRIC
530 OLD FRANKSTOWN ROADMONROEVILLEPA15146ELECTRICAL WORK$124,687
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Membership Dues$114,237MembershipDuesAmt
Fundraising$169,084FundraisingAmt
Government Grants$1,056,724GovernmentGrantsAmt
All Other Contributions$3,743,267AllOtherContributionsAmt
Noncash Contributions$152,678NoncashContributionsAmt
Total Contributions$5,083,312TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSION INCOME/OTHER900099$78,405$78,405
PATRON CULTIVATION713990$59,958$59,958
EDUCATION713990$14,667$14,667
FieldValueIRS element (for citing)
Total Program Service Revenue$153,030TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$199,537TotalRevenueColumnAmt
Exclusion$199,537ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$60,684RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$19,001RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$41,683RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,683TotalRevenueColumnAmt
Unrelated Business Revenue-$1,992UnrelatedBusinessRevenueAmt
Exclusion$43,675ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,585,104SecuritiesAmt
Other$20,634OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,669,457SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$84,353SecuritiesAmt
Other$20,634OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$63,719TotalRevenueColumnAmt
Related Or Exempt Func Income$20,634RelatedOrExemptFuncIncomeAmt
Exclusion-$84,353ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$69,359FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$169,084ContriRptFundraisingEventAmt
Fundraising Direct Expenses$99,846FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$30,487TotalRevenueColumnAmt
Exclusion-$30,487ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$82,823GrossSalesOfInventoryAmt
Cost Of Goods Sold$70,973CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,850TotalRevenueColumnAmt
Related Or Exempt Func Income$11,850RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,395,206TotalRevenueColumnAmt
Related Or Exempt Func Income$185,514RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$1,992UnrelatedBusinessRevenueAmt
Exclusion$128,372ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$241,093TotalAmt
Program Services$72,951ProgramServicesAmt
Management And General$87,085ManagementAndGeneralAmt
Fundraising$81,057FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,035,834TotalAmt
Program Services$530,641ProgramServicesAmt
Management And General$333,773ManagementAndGeneralAmt
Fundraising$171,420FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$156,503TotalAmt
Program Services$82,386ProgramServicesAmt
Management And General$47,927ManagementAndGeneralAmt
Fundraising$26,190FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$115,942TotalAmt
Program Services$59,279ProgramServicesAmt
Management And General$30,199ManagementAndGeneralAmt
Fundraising$26,464FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,350TotalAmt
Management And General$1,350ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,177TotalAmt
Management And General$30,177ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$14,000TotalAmt
Fundraising$14,000FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$60,124TotalAmt
Fundraising$60,124FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$29,871TotalAmt
Management And General$29,871ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$146,165TotalAmt
Program Services$66,566ProgramServicesAmt
Management And General$79,599ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$295,705TotalAmt
Program Services$288,046ProgramServicesAmt
Management And General$5,853ManagementAndGeneralAmt
Fundraising$1,806FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$77,337TotalAmt
Program Services$26,434ProgramServicesAmt
Management And General$46,786ManagementAndGeneralAmt
Fundraising$4,117FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$245,910TotalAmt
Program Services$84,946ProgramServicesAmt
Management And General$151,926ManagementAndGeneralAmt
Fundraising$9,038FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,452TotalAmt
Program Services$8,780ProgramServicesAmt
Management And General$2,326ManagementAndGeneralAmt
Fundraising$3,346FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,634TotalAmt
Program Services$3,561ProgramServicesAmt
Management And General$5,834ManagementAndGeneralAmt
Fundraising$1,239FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$40,647TotalAmt
Management And General$40,647ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$567,404TotalAmt
Program Services$343,280ProgramServicesAmt
Management And General$185,982ManagementAndGeneralAmt
Fundraising$38,142FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$55,518TotalAmt
Program Services$37,633ProgramServicesAmt
Management And General$15,769ManagementAndGeneralAmt
Fundraising$2,116FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EXHIBITION FEES$150,198$150,198
ACCESSION OF ART$145,500$145,500
EDUCATION EXPENSES$41,116$41,116
ENTERTAINMENT$39,118$8,222$29,941$955

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$57,206TotalAmt
Program Services$37,524ProgramServicesAmt
Management And General$19,682ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,571,804TotalAmt
Program Services$1,987,063ProgramServicesAmt
Management And General$1,144,727ManagementAndGeneralAmt
Fundraising$440,014FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$62,980BOYAmt
EOY$95,175EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,657,203BOYAmt
EOY$703,412EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,362,490BOYAmt
EOY$3,499,020EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$21EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$106,498BOYAmt
EOY$90,562EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$23,470BOYAmt
EOY$33,915EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$26,739,938LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,824,644LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$18,376,324BOYAmt
EOY$21,915,294EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,405,293BOYAmt
EOY$4,226,102EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,702,733BOYAmt
EOY$4,431,009EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,696,991BOYAmt
EOY$34,994,510EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,800,405BOYAmt
EOY$2,505,164EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$46,722BOYAmt
EOY$26,018EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,847,127BOYAmt
EOY$2,531,182EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,283,557BOYAmt
EOY$21,930,153EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,651,050BOYAmt
EOY$3,135,945EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,915,257BOYAmt
EOY$7,397,230EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,849,864BOYAmt
EOY$32,463,328EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,696,991BOYAmt
EOY$34,994,510EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,823,402ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$209,938NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,412,007CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,988,681CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,274,337CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,905,803CurrentTaxYearMinus1YearAmt
Current Tax Year$5,083,312CurrentTaxYearAmt
Total$32,664,140TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,412,007CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,988,681CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,274,337CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,905,803CurrentTaxYearMinus1YearAmt
Current Tax Year$5,083,312CurrentTaxYearAmt
Total$32,664,140TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$15,903,087SubstantialContributorsTotAmt
Public Support Total170$16,761,053PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$278,023CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$282,468CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$321,810CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$350,768CurrentTaxYearMinus1YearAmt
Current Tax Year$260,221CurrentTaxYearAmt
Total$1,493,290TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,940CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,756CurrentTaxYearMinus3YearsAmt
Total$8,696TotalAmt
FieldValueIRS element (for citing)
Total Support$34,166,126TotalSupportAmt
Gross Receipts Rltd Activities$897,870GrossReceiptsRltdActivitiesAmt
Public Support CY1700.49060PublicSupportCY170Pct
Public Support PY1700.49670PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$14,000OtherActivitiesAmt
Total Lobbying Expenditures$14,000TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationPROFESSIONAL SERVICES WERE SECURED BY THE MUSEUM TO ASSIST THEM IN THEIR PURSUIT OF FEDERAL AND STATE GOVERNMENT GRANTS TO FUND THE CAPITAL CAMPAIGN. SERVICES ARE PROVIDED BY THE CONSULTING FIRM DUANE MORRIS GOVERNMENT STRATEGIES, LLC. THE FIRM IS PRIMARILY RESPONSIBLE FOR EDUCATING GOVERNMENT OFFICIALS REGARDING THE MUSEUM'S OPERATIONS IN AN ATTEMPT TO RECEIVE APPROPRIATE FUNDING.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,961,288BeginningYearBalanceAmt
Contributions$36,810ContributionsAmt
Investment Earnings Or Losses-$187,536InvestmentEarningsOrLossesAmt
Other Expenditures$359,042OtherExpendituresAmt
Administrative Expenses$19,589AdministrativeExpensesAmt
End Year Balance$7,431,931EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,033,446BeginningYearBalanceAmt
Contributions$35,932ContributionsAmt
Investment Earnings Or Losses$227,407InvestmentEarningsOrLossesAmt
Other Expenditures$315,467OtherExpendituresAmt
Administrative Expenses$20,030AdministrativeExpensesAmt
End Year Balance$7,961,288EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,219,705BeginningYearBalanceAmt
Contributions$2,250ContributionsAmt
Investment Earnings Or Losses$1,131,587InvestmentEarningsOrLossesAmt
Other Expenditures$300,827OtherExpendituresAmt
Administrative Expenses$19,269AdministrativeExpensesAmt
End Year Balance$8,033,446EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,856,700BeginningYearBalanceAmt
Contributions$10,034ContributionsAmt
Investment Earnings Or Losses$547,194InvestmentEarningsOrLossesAmt
Other Expenditures$172,224OtherExpendituresAmt
Administrative Expenses$21,999AdministrativeExpensesAmt
End Year Balance$7,219,705EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,257,173BeginningYearBalanceAmt
Investment Earnings Or Losses-$400,473InvestmentEarningsOrLossesAmt
End Year Balance$6,856,700EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.99530PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00470TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$435,194OtherCostOrOtherBasisAmt
Book Value$435,194BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,634,600OtherCostOrOtherBasisAmt
Depreciation$3,761,322DepreciationAmt
Book Value$19,873,278BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,967,752OtherCostOrOtherBasisAmt
Depreciation$915,390DepreciationAmt
Book Value$1,052,362BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$702,392OtherCostOrOtherBasisAmt
Depreciation$147,932DepreciationAmt
Book Value$554,460BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$21,915,294TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescFUNDS HELD IN TRUST BY OTHERSDesc
Book Value$4,431,009BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,431,009TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,375,088TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$209,938NetUnrealizedGainsInvstAmt
Other Revenue$189,820OtherRevenueAmt
Revenue Not Reported-$20,118RevenueNotReportedAmt
Revenue Subtotal$5,395,206RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,395,206TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,761,624TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$189,820OtherExpensesIncludedAmt
Expenses Not Reported$189,820ExpensesNotReportedAmt
Expenses Subtotal$3,571,804ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,571,804TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 COLLECTION OF THE WESTMORELAND MUSEUM OF AMERICAN ART CONTAINS OVER 3,600 OBJECTS OF FINE AND DECORATIVE AMERICAN ART FROM THE MID-18TH CENTURY TROUGH THE MID-20TH CENTURY INCLUDING A FOCUS ON THE ART OF SOUTHWESTERN PENNSYLVANIA. WITH THE ORGANIZATION'S MAIN FOCUS BEING AMERICAN ART; IT FURTHERS ITS EXEMPT PURPOSE BY EDUCATING AND ENRICHING THE PUBLIC THROUGH THE PRESERVATION AND PRESENTATION OF THIS COLLECTION.
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, 2016 AND 2015 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, 2016 AND 2015. THE STATUTORY TAX YEARS REMAIN OPEN TO EXAMINATION.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 70,973. RENTAL EXPENSE 19,001. SPECIAL EVENT EXPENSE 99,846.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 70,973. RENTAL EXPENSE 19,001. SPECIAL EVENT EXPENSE 99,846.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonRICHARD W REED JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15310 WILKINS AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15217ZIPCd
FieldValueIRS element (for citing)
ActivityCAMPAIGN CONSULTANTActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$225,000GrossReceiptsAmt
Retained By Contractor$60,000RetainedByContractorAmt
Net To Organization$165,000NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$225,000TotalGrossReceiptsAmt
Total Retained By Contractors$60,000TotalRetainedByContractorsAmt
Total Net To Organization$165,000TotalNetToOrganizationAmt
Licensed StatesPALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GRAND REOPENING PARTYEvent1Nm
Gross Receipts Event1$238,443GrossReceiptsEvent1Amt
Charitable Contri Event1$169,084CharitableContriEvent1Amt
Gross Revenue Event1$69,359GrossRevenueEvent1Amt
Rent Facility Costs Event1$41,684RentFacilityCostsEvent1Amt
Food And Beverage Event1$33,379FoodAndBeverageEvent1Amt
Entertainment Event1$8,940EntertainmentEvent1Amt
Other Direct Expenses Event1$15,843OtherDirectExpensesEvent1Amt
Gross Receipts Total$238,443GrossReceiptsTotalAmt
Charitable Contributions Tot$169,084CharitableContributionsTotAmt
Gross Revenue Total Events$69,359GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$41,684RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$33,379FoodAndBeverageTotalEventsAmt
Entertainment Total Events$8,940EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$15,843OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$99,846DirectExpenseSummaryEventsAmt
Net Income Summary-$30,487NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJUDITH H O'TOOLEPersonNm
TitleTHE RICHARD M. SCAIFE DIRECTOR/CEOTitleTxt
Base Compensation Filing Org$158,844BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$25,767NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$184,611TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonKEVIN O'TOOLEPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionFAMILY MEMBERRelationshipDescriptionTxt
Transaction$12,600TransactionAmt
TransactionSPOUSE OF AN OFFICER WAS EMPLOYED AS AN ART HANDLER DURING THE FISCAL YEAR. THE SERVICE WAS PROVIDED AT FAIR VALUE AND IN THE ORDINARY COURSE OF BUSINESS.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution66ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$152,678NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE 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)ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1THE 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 11THE COMPLETED FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER PRIOR TO SUBMISSION TO THE BOARD TREASURER, FINANCE AND INVESTMENT COMMITTEE AND THE EXECUTIVE COMMITTE FOR REVIEW. UPON COMPLETION OF THE REVIEW BY THE FINANCE, 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 12CON AN ANNUAL BASIS, BOARD TRUSTEES AND OFFICERS RECEIVE A COPY OF WESTMORELAND'S EXISTING 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 15AA COMPENSATION STUDY AND SURVEY OF COMPENSATION OF OTHER NON PROFIT ORGANIZATIONS WAS PERFORMED BY SENIOR STAFF 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 19THE 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 ASEMERITUS TRUSTEES OF THE WESTMORELAND MUSEUM OF AMERICAN ART WITH NO VOTING RIGHTS: HARVEY CHILDS, JR., DAVID S. DAHLMANN, THE HONORABLE CHARLES H. LOUGHRAN, RICHARD W. MORFORD, JACK SMITH. ALSO, JOHN A. ROBERTSHAW, JR. SERVED AS AN HONORARY TRUSTEE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
WOODS - MARCHAND FOUNDATION
BNY MELLON NA PO BOX 185PITTSBURGHPA15230256018836SUPPORTING ORG/CHARITABLEPA501(C)(3)LINE 11D, III-ON/A0
JAMISON FOR WSTMRLND MUSEUM ART
BNY MELLON NA PO BOX 185PITTSBURGHPA15230256690388SUPPORTING ORG/CHARITABLEPA501(C)(3)LINE 11D, III-ON/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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