2017-02-02T08:27:06-06:00 2016-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2015-07-01 251014553 WESTMORELAND MUSEUM OF AMERICAN ART WEST 7248371500 221 NORTH MAIN STREET GREENSBURG PA 15601 JUDITH H O'TOOLE THE RICHARD M. SCAIFE CEO/DIR 7248371500 2017-02-02 1 SUSAN M KIRSCH P00341397 4122613644 2015 2021-01-29 14:40:06Z JUDITH H O'TOOLE 221 NORTH MAIN STREET GREENSBURG PA 15601 8254483 0 X WWW.THEWESTMORELAND.ORG X 1949 PA TO ENRICH A GROWING PUBLIC TO THE COLLECTION, PRESERVATION AND PRESENTATION OF AMERICAN ART. 18 17 45 84 -1992 -1992 8905803 5083312 68370 153030 348235 135818 37058 23046 9359466 5395206 0 0 0 0 1358349 1549372 60000 60124 440014 1133564 1962308 2551913 3571804 6807553 1823402 32696991 34994510 1847127 2531182 30849864 32463328 X THE 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. 0 0 724469 59958 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. 483391 99039 COLLECTIONS: 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. 228732 EXHIBITIONS: 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). 550471 26517 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. 550471 26517 1987063 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 0 0 0 0 1 0 0 0 1 41 0 1 45 1 1 1 0 0 0 0 1 1 0 0 0 0 X 18 17 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 JOHN BOYLE TRUSTEE 1.00 X 0 0 0 CAROL BROWN TRUSTEE 1.00 X 0 0 0 SEAN CASSIDY TRUSTEE 1.00 X 0 0 0 HARVEY CHILDS III TRUSTEE 1.00 X 0 0 0 PAUL J EVANSON TRUSTEE 1.00 X 0 0 0 GEORGE C GREER TRUSTEE 1.00 X 0 0 0 LAURA GUTNICK TRUSTEE 1.00 X 0 0 0 DIANA JANNETTA TRUSTEE 1.00 X 0 0 0 PAMELA KROH TRUSTEE 1.00 X 0 0 0 JANE ROESCH TRUSTEE (EXITED 04/2016) 1.00 X 0 0 0 ANNE B ROBERTSHAW TRUSTEE 1.00 X 0 0 0 ELLEN SWANK TRUSTEE 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 BRUCE M WOLF PRESIDENT 1.00 X X 0 0 0 ARMOUR N MELLON VICE PRESIDENT 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 158844 0 25767 SUZANNE WRIGHT DIRECTOR OF FINANCE AND BUDGETING 35.00 X 79544 0 0 238388 0 25767 1 0 1 0 JAMES CONSTRUCTION 343 EAST MAIN STREET SUITE 203 CARNEGIE PA 15106 CONSTRUCTION 536935 RENICK BROTHERS 434 GROVE CITY ROAD SLIPPERY ROCK PA 16057 CONSTRUCTION 219861 HANLON ELECTRIC 530 OLD FRANKSTOWN ROAD MONROEVILLE PA 15146 ELECTRICAL WORK 124687 3 114237 169084 1056724 3743267 152678 5083312 ADMISSION INCOME/OTHER 900099 78405 78405 PATRON CULTIVATION 713990 59958 59958 EDUCATION 713990 14667 14667 153030 199537 199537 60684 19001 41683 41683 -1992 43675 2585104 20634 2669457 0 -84353 20634 -63719 20634 -84353 69359 169084 99846 -30487 -30487 82823 70973 11850 11850 5395206 185514 -1992 128372 241093 72951 87085 81057 1035834 530641 333773 171420 156503 82386 47927 26190 115942 59279 30199 26464 1350 1350 30177 30177 14000 14000 60124 60124 29871 29871 146165 66566 79599 295705 288046 5853 1806 77337 26434 46786 4117 245910 84946 151926 9038 14452 8780 2326 3346 10634 3561 5834 1239 40647 40647 567404 343280 185982 38142 55518 37633 15769 2116 EXHIBITION FEES 150198 150198 ACCESSION OF ART 145500 145500 EDUCATION EXPENSES 41116 41116 ENTERTAINMENT 39118 8222 29941 955 57206 37524 19682 3571804 1987063 1144727 440014 62980 95175 2657203 703412 2362490 3499020 21 106498 90562 23470 33915 26739938 4824644 18376324 21915294 4405293 4226102 4702733 4431009 32696991 34994510 1800405 2505164 46722 26018 1847127 2531182 X 17283557 21930153 5651050 3135945 7915257 7397230 30849864 32463328 32696991 34994510 1823402 -209938 0 X X 0 1 X 1 0 X 8412007 5988681 4274337 8905803 5083312 32664140 8412007 5988681 4274337 8905803 5083312 32664140 15903087 16761053 278023 282468 321810 350768 260221 1493290 5940 2756 8696 34166126 897870 0.49060 0.49670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 1 14000 14000 0 PART II-B, LINE 1: PROFESSIONAL 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. X X X X 0 7961288 36810 -187536 359042 19589 7431931 8033446 35932 227407 315467 20030 7961288 7219705 2250 1131587 300827 19269 8033446 6856700 10034 547194 172224 21999 7219705 7257173 -400473 6856700 0.00000 0.99530 0.00470 1 1 1 435194 435194 23634600 3761322 19873278 1967752 915390 1052362 702392 147932 554460 21915294 FUNDS HELD IN TRUST BY OTHERS 4431009 4431009 X 5375088 -209938 189820 -20118 5395206 0 5395206 3761624 189820 189820 3571804 0 3571804 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. X X X X X 1 RICHARD W REED JR 5310 WILKINS AVENUE PITTSBURGH PA 15217 CAMPAIGN CONSULTANT 0 225000 60000 165000 225000 60000 165000 PA GRAND REOPENING PARTY 238443 169084 69359 41684 33379 8940 15843 238443 169084 69359 41684 33379 8940 15843 99846 -30487 X X X 0 0 0 0 0 0 0 0 0 JUDITH H O'TOOLE THE RICHARD M. SCAIFE DIRECTOR/CEO 158844 0 0 0 0 0 0 0 25767 0 184611 0 0 0 KEVIN O'TOOLE FAMILY MEMBER 12600 SPOUSE 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. 0 X 66 0 X 6 152678 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 11 THE 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 12C ON 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 15A A 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 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: 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. WOODS - MARCHAND FOUNDATION BNY MELLON NA PO BOX 185 PITTSBURGH PA 15230 256018836 SUPPORTING ORG/CHARITABLE PA 501(C)(3) LINE 11D, 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 11D, III-O N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0