WESTMORELAND MUSEUM OF ART: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WESTMORELAND MUSEUM OF ART (EIN 25-1014553)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-02-05
IRS object ID
201600369349301380
Schema version
2014v6.0
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)
Return2016-02-05T16:22:42-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

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 TitleDIRECTOR/CEOPersonTitleTxt
Phone7248371500PhoneNum
Signature2016-01-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN M KIRSCHPreparerPersonNm
PTINP00341397PTIN
Phone4122613644PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

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$9,714,470GrossReceiptsAmt
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 Body19VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee38TotalEmployeeCnt
Total Volunteers123TotalVolunteersCnt
Total Gross UBI$911TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,274,337PYContributionsGrantsAmt
CY Contributions Grants$8,905,803CYContributionsGrantsAmt
PY Program Service Revenue$137,158PYProgramServiceRevenueAmt
CY Program Service Revenue$68,370CYProgramServiceRevenueAmt
PY Investment Income$320,605PYInvestmentIncomeAmt
CY Investment Income$348,235CYInvestmentIncomeAmt
PY Other Revenue$27,483PYOtherRevenueAmt
CY Other Revenue$37,058CYOtherRevenueAmt
PY Total Revenue$4,759,583PYTotalRevenueAmt
CY Total Revenue$9,359,466CYTotalRevenueAmt
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$1,164,256PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,358,349CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$60,256PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$60,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$296,207CYTotalFundraisingExpenseAmt
PY Other Expenses$1,194,099PYOtherExpensesAmt
CY Other Expenses$1,133,564CYOtherExpensesAmt
PY Total Expenses$2,418,611PYTotalExpensesAmt
CY Total Expenses$2,551,913CYTotalExpensesAmt
PY Revenues Less Expenses$2,340,972PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,807,553CYRevenuesLessExpensesAmt
Total Assets BOY$25,459,901TotalAssetsBOYAmt
Total Assets EOY$32,696,991TotalAssetsEOYAmt
Total Liabilities BOY$1,335,719TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,847,127TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,124,182NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$30,849,864NetAssetsOrFundBalancesEOYAmt
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$373,723ExpenseAmt
Revenue$25,176RevenueAmt
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, AND THE MUSEUM SERVES APPROXIMATELY 22,000 VISITORS PER YEAR. 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 Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$342,221ExpenseAmt
Revenue$31,378RevenueAmt
DescAUDIENCE DEVELOPMENT: THE WESTMORELAND IS COMMITTED TO INCREASING OUR AUDIENCE THROUGH PROGRAMMING, MARKETING AND 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 Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$283,825ExpenseAmt
DescEXHIBITIONS: DURING THE 2014-2015 FISCAL YEAR, THE WESTMORELAND CONTINUED TO OPERATE OUT OF A TEMPORARY HOME DURING A TWO-YEAR RENOVATION AND EXPANSION PROJECT. AT THIS SITE, MONTHLY "POP-UP" EXHIBITIONS FEATURING WORKS BY CONTEMPORARY ARTISTS FROM THE REGION WERE PRESENTED IN ADDITION TO HIGHLIGHTS FROM THE MUSEUM'S PERMANENT COLLECTION.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$250,168ExpenseAmt
Revenue$38,255RevenueAmt
DescALL OTHER EXEMPT FUNCTIONS: EDUCATION AND OUTREACH RELATED PROGRAMS AND ACTIVITIES, INCLUDING SCHOOL TOURS, OUTREACH TO SCHOOLS, LECTURES, SYMPOSIA, ART CLASSES, CAMPS, FAMILY DAYS, ART STUDENTS NIGHTS, ETC.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$250,168TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$38,255TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,249,937TotalProgramServiceExpensesAmt
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 Activities0FundraisingActivitiesInd
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 Mem0BusinessRlnWithFamMemInd
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 Document37IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee38EmployeeCnt
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 Contributions0QuidProQuoContributionsInd
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 Members19GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
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 Policy0WhistleblowerPolicyInd
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 (21 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
TRUSTEE (ENTER 4/2015)1.00Yes (X)$0$0$0
DIANA JANNETTA
TRUSTEE1.00Yes (X)$0$0$0
PAMELA KROH
TRUSTEE1.00Yes (X)$0$0$0
JANE ROESCH
TRUSTEE1.00Yes (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
MOLLY WALTON
TRUSTEE (EXIT 1/2015)1.00Yes (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
DIRECTOR/CEO35.00Yes (X)$145,215$0$25,762Yes (X)
SUZANNE WRIGHT
DIRECTOR OF FINANCE AND BUDGETING35.00$75,475$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$220,690TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$25,762TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
JAMES CONSTRUCTION
343 EAST MAIN STREET SUITE 203CARNEGIEPA15106CONSTRUCTION$2,781,938
RENICK BROTHERS
434 GROVE CITY ROADSLIPPERY ROCKPA16057MECHANICAL WORK$1,281,382
LITTELL STEEL
100 FALLSTON STREETNEW BRIGHTONPA15066STEEL WORK$891,376
SPAULDING BANKS
603 WEST 6TH STREET PO BOX 739ERIEPA16512CONSTRUCTION MANAGER$867,989
MARSA
1000 CASTLEVIEW ROADPITTSBURGHPA15234MASONRY WORK$464,865
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt
Membership Dues$87,943MembershipDuesAmt
Government Grants$87,312GovernmentGrantsAmt
All Other Contributions$8,730,548AllOtherContributionsAmt
Noncash Contributions$236,360NoncashContributionsAmt
Total Contributions$8,905,803TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATRON CULTIVATION713990$31,378$31,378
EXHIBITION FEES/REIMBU900099$25,176$25,176
EDUCATION713990$11,816$11,816
FieldValueIRS element (for citing)
Total Program Service Revenue$68,370TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$312,092TotalRevenueColumnAmt
Exclusion$312,092ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$38,676RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$28,057RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$10,619RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,619TotalRevenueColumnAmt
Unrelated Business Revenue$911UnrelatedBusinessRevenueAmt
Exclusion$9,708ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$325,345SecuritiesAmt
Other$7,286OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$296,488SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$28,857SecuritiesAmt
Other$7,286OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,143TotalRevenueColumnAmt
Exclusion$36,143ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$56,898GrossSalesOfInventoryAmt
Cost Of Goods Sold$30,459CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,439TotalRevenueColumnAmt
Related Or Exempt Func Income$26,439RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,359,466TotalRevenueColumnAmt
Related Or Exempt Func Income$94,809RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$911UnrelatedBusinessRevenueAmt
Exclusion$357,943ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$201,208TotalAmt
Program Services$62,586ProgramServicesAmt
Management And General$48,678ManagementAndGeneralAmt
Fundraising$89,944FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$856,179TotalAmt
Program Services$410,060ProgramServicesAmt
Management And General$406,494ManagementAndGeneralAmt
Fundraising$39,625FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$205,831TotalAmt
Program Services$110,979ProgramServicesAmt
Management And General$63,123ManagementAndGeneralAmt
Fundraising$31,729FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$95,131TotalAmt
Program Services$49,877ProgramServicesAmt
Management And General$22,409ManagementAndGeneralAmt
Fundraising$22,845FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$31,523TotalAmt
Management And General$31,523ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$24,355TotalAmt
Management And General$24,355ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$60,000TotalAmt
Fundraising$60,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$28,324TotalAmt
Management And General$18,531ManagementAndGeneralAmt
Fundraising$9,793FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$160,820TotalAmt
Program Services$147,336ProgramServicesAmt
Management And General$13,484ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$141,880TotalAmt
Program Services$138,869ProgramServicesAmt
Management And General$3,011ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$74,867TotalAmt
Program Services$39,696ProgramServicesAmt
Management And General$33,366ManagementAndGeneralAmt
Fundraising$1,805FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$287,020TotalAmt
Program Services$62,063ProgramServicesAmt
Management And General$218,349ManagementAndGeneralAmt
Fundraising$6,608FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$13,331TotalAmt
Program Services$7,138ProgramServicesAmt
Management And General$3,918ManagementAndGeneralAmt
Fundraising$2,275FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,503TotalAmt
Program Services$653ProgramServicesAmt
Management And General$3,850ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$11,727TotalAmt
Management And General$11,727ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$156,684TotalAmt
Program Services$96,816ProgramServicesAmt
Management And General$49,111ManagementAndGeneralAmt
Fundraising$10,757FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$58,011TotalAmt
Program Services$46,409ProgramServicesAmt
Management And General$8,992ManagementAndGeneralAmt
Fundraising$2,610FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
PATRON CULTIVATION$38,593$30,074$8,519
ACCESSION OF ART$37,500$37,500
PERMANENT COLLECTION$29,971$29,971
EDUCATION EXPENSES$22,845$14,774$8,071

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$11,610TotalAmt
Program Services$1,913ProgramServicesAmt
Fundraising$9,697FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,551,913TotalAmt
Program Services$1,249,937ProgramServicesAmt
Management And General$1,005,769ManagementAndGeneralAmt
Fundraising$296,207FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$30,689BOYAmt
EOY$62,980EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,892,031BOYAmt
EOY$2,657,203EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,143,143BOYAmt
EOY$2,362,490EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,355BOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$112,979BOYAmt
EOY$106,498EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$20,790BOYAmt
EOY$23,470EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$22,633,564LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,257,240LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,081,986BOYAmt
EOY$18,376,324EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,373,604BOYAmt
EOY$4,405,293EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,790,324BOYAmt
EOY$4,702,733EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,459,901BOYAmt
EOY$32,696,991EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,335,387BOYAmt
EOY$1,800,405EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$332BOYAmt
EOY$46,722EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,335,719BOYAmt
EOY$1,847,127EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,942,789BOYAmt
EOY$17,283,557EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,158,242BOYAmt
EOY$5,651,050EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,023,151BOYAmt
EOY$7,915,257EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,124,182BOYAmt
EOY$30,849,864EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,459,901BOYAmt
EOY$32,696,991EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,807,553ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$81,871NetUnrlzdGainsLossesInvstAmt
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$1,714,829CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,412,007CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,988,681CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,274,337CurrentTaxYearMinus1YearAmt
Current Tax Year$8,905,803CurrentTaxYearAmt
Total$29,295,657TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,714,829CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,412,007CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,988,681CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,274,337CurrentTaxYearMinus1YearAmt
Current Tax Year$8,905,803CurrentTaxYearAmt
Total$29,295,657TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$14,096,402SubstantialContributorsTotAmt
Public Support Total170$15,199,255PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,303CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$278,023CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$282,468CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$321,810CurrentTaxYearMinus1YearAmt
Current Tax Year$350,768CurrentTaxYearAmt
Total$1,294,372TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,024CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,940CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,756CurrentTaxYearMinus2YearsAmt
Total$10,720TotalAmt
FieldValueIRS element (for citing)
Total Support$30,600,749TotalSupportAmt
Gross Receipts Rltd Activities$857,034GrossReceiptsRltdActivitiesAmt
Public Support CY1700.49670PublicSupportCY170Pct
Public Support PY1700.36500PublicSupportPY170Pct
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$24,355OtherActivitiesAmt
Total Lobbying Expenditures$24,355TotalLobbyingExpendituresAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,257,173BeginningYearBalanceAmt
Investment Earnings Or Losses-$400,473InvestmentEarningsOrLossesAmt
End Year Balance$6,856,700EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,705,915BeginningYearBalanceAmt
Investment Earnings Or Losses$551,258InvestmentEarningsOrLossesAmt
End Year Balance$7,257,173EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.99420PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00580TermEndowmentBalanceEOYPct
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$4,996,939OtherCostOrOtherBasisAmt
Depreciation$3,322,220DepreciationAmt
Book Value$1,674,719BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,050,696OtherCostOrOtherBasisAmt
Book Value$16,050,696BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$891,858OtherCostOrOtherBasisAmt
Depreciation$809,602DepreciationAmt
Book Value$82,256BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$258,877OtherCostOrOtherBasisAmt
Depreciation$125,418DepreciationAmt
Book Value$133,459BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$18,376,324TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescFUNDS HELD IN TRUST BY OTHERSDesc
Book Value$4,702,733BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,702,733TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,336,111TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$81,871NetUnrealizedGainsInvstAmt
Other Revenue$58,516OtherRevenueAmt
Revenue Not Reported-$23,355RevenueNotReportedAmt
Revenue Subtotal$9,359,466RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,359,466TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,610,429TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$58,516OtherExpensesIncludedAmt
Expenses Not Reported$58,516ExpensesNotReportedAmt
Expenses Subtotal$2,551,913ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,551,913TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 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, 2015 AND 2014 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, 2015 AND 2014. THE STATUTORY TAX YEARS REMAIN OPEN TO EXAMINATION.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 30,459. RENTAL EXPENSE 28,057.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 30,459. RENTAL EXPENSE 28,057.
PART V, ENDOWMENT FUNDS, QUESTION 2, ESTIMATED PERCENTAGE OF THE YEAR END:BOARD DESIGNATED OR QUASI-ENDOWMENT: 0.0000% PERMANENT ENDOWMENT: 0.9942% TERM ENDOWMENT: 0.0058%

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$600,000GrossReceiptsAmt
Retained By Contractor$60,000RetainedByContractorAmt
Net To Organization$540,000NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$600,000TotalGrossReceiptsAmt
Total Retained By Contractors$60,000TotalRetainedByContractorsAmt
Total Net To Organization$540,000TotalNetToOrganizationAmt
Licensed StatesPALicensedStatesCd

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
TitleDIRECTOR/CEOTitleTxt
Base Compensation Filing Org$145,215BaseCompensationFilingOrgAmt
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$25,762NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$170,977TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$236,360NoncashContributionsRptF990Amt
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

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 DIRECTOR OF FINANCE AND BUDGETING, THE CHIEF EXECUTIVE OFFICER AND CHIEF CURATOR 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 12CON 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 CEO/EXECUTIVE DIRECTOR.
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 CEO/EXECUTIVE DIRECTOR'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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