2015-02-10T07:32:20-06:00 2014-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2013-07-01 251014553 WESTMORELAND MUSEUM OF AMERICAN ART WEST 7248371500 221 NORTH MAIN STREET GREENSBURG PA 15601 JUDITH H O'TOOLE DIRECTOR/CEO 7248371500 2015-01-26 1 SUSAN M KIRSCH P00341397 4122613644 2013 2016-02-25 16:41:14Z JUDITH H O'TOOLE 221 NORTH MAIN STREET GREENSBURG PA 15601 9215298 0 X WWW.WMUSEUMAA.ORG X 1949 PA TO ENRICH A GROWING PUBLIC TO THE COLLECTION, PRESERVATION AND PRESENTATION OF AMERICAN ART. 19 18 40 121 -3010 -3010 5988681 4274337 101584 137158 249167 320605 10133 27483 6349565 4759583 0 0 0 0 1102919 1164256 110243 60256 327057 1200190 1194099 2413352 2418611 3936213 2340972 21136826 25459901 341197 1335719 20795629 24124182 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. 1 0 425347 50396 COLLECTIONS: THE NATIONALLY RECOGNIZED COLLECTIONS OF THE WESTMORELAND MUSEUM OF AMERICAN ART BRING TOGETHER OVER 3,000 OBJECTS OF FINE AND DECORATIVE AMERICAN ART FROM THE MID-18TH CENTURY THROUGH THE PRESENT, INCLUDING A UNIQUE FOCUS ON THE ART OF SOUTHWESTERN PENNSYLVANIA. THE COLLECTIONS RELATE DIRECTLY TO THE HISTORICAL AND CULTURAL HERITAGE OF THE COMMUNITY BY PRESENTING THE FINE AND DECORATIVE ARTS OF SOUTHWESTERN PENNSYLVANIA WITHIN THE CONTEXT OF THE BROADER AMERICAN ART SCENE. OUR ARTISTIC HOLDINGS SUPPORT THE MUSEUM'S MISSION OF "ENRICHING A GROWING PUBLIC THROUGH INNOVATIVE AND COLLABORATIVE APPROACHES TO THE COLLECTION, PRESERVATION AND PRESENTATION OF AMERICAN ART." THROUGH THE COLLECTIONS, VISITORS LEARN ABOUT ART AS AN EXPRESSION OF HISTORY AND CULTURE, NOT IN THE ABSTRACT BUT AS PART OF THEIR OWN HERITAGE. WE REINFORCE THIS THROUGH GALLERY GUIDES, WALL TEXTS, AND EXTENDED LABELS FOR INDIVIDUAL WORKS ON EXHIBITION. APPROXIMATELY 30% 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. 293800 EXHIBITIONS: DURING THE 2013-2014 FISCAL YEAR, THE WESTMORELAND PRESENTED THE 103RD ANNUAL ASSOCIATED ARTISTS OF PITTSBURGH EXHIBITION AS WELL AS MONTHLY "POP-UP" EXHIBITIONS FEATURING REGIONAL ARTISTS. ADDITIONALLY, TWO TRAVELING EXHIBITIONS FEATURING WORKS FROM OUR PERMANENT COLLECTION - PICTURING AMERICA: SIGNATURE WORKS FROM THE WESTMORELAND MUSEUM OF AMERICAN ART AND FROM BLASTED TREES TO BLAST FURNACES TRAVELED TO FOUR DIFFERENT VENUES. 259345 76064 AUDIENCE 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 THROUGH STRATEGIC ADVERTISING PLACEMENTS. 180732 29855 ALL 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. 180732 29855 1159224 1 1 0 1 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 40 0 1 40 1 1 1 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 PA X JUDITH H O'TOOLE 7248371500 4764 STATE ROUTE 30 GREENSBURG PA 15601 CHARLES H BOOTH JR TRUSTEE 1.00 0.00 X 0 0 0 JOANNE BOYLE PHD TRUSTEE (EXITED 10/2013) 1.00 0.00 X 0 0 0 JOHN BOYLE TRUSTEE (ENTERED 7/2013) 1.00 0.00 X 0 0 0 CAROL BROWN TRUSTEE 1.00 0.00 X 0 0 0 SEAN CASSIDY TRUSTEE (ENTERED 7/2013) 1.00 0.00 X 0 0 0 HARVEY CHILDS III TRUSTEE 1.00 0.00 X 0 0 0 PAUL J EVANSON TRUSTEE 1.00 0.00 X 0 0 0 GEORGE C GREER TRUSTEE 1.00 0.00 X 0 0 0 DIANA JANNETTA TRUSTEE 1.00 0.00 X 0 0 0 PAMELA KROH TRUSTEE (ENTERED 7/2013) 1.00 0.00 X 0 0 0 JANE ROESCH TRUSTEE 1.00 0.00 X 0 0 0 ANNE B ROBERTSHAW TRUSTEE 1.00 0.00 X 0 0 0 JACK D SMITH MD TRUSTEE (EXITED 10/2013) 1.00 0.00 X 0 0 0 ELLEN SWANK TRUSTEE (ENTERED 7/2013) 1.00 0.00 X 0 0 0 HARRY A THOMPSON II TRUSTEE 1.00 0.00 X 0 0 0 HARLEY NILES TRICE TRUSTEE 1.00 0.00 X 0 0 0 MOLLY WALTON TRUSTEE 1.00 0.00 X 0 0 0 BRUCE M WOLF PRESIDENT 1.00 0.00 X X 0 0 0 ARMOUR N MELLON VICE PRESIDENT 1.00 0.00 X X 0 0 0 DONALD C KORB SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 JUDITH H O'TOOLE DIRECTOR/CEO 35.00 0.00 X X 140308 0 16380 AMY BALDONIERI EXITED 112013 ASSISTANT DIRECTOR FOR ADVANCEMENT 35.00 0.00 X 70048 0 4241 SUZANNE WRIGHT ENTER 112013 DIRECTOR OF FINANCE AND BUDGETING 35.00 0.00 X 21091 0 0 231447 0 20621 1 0 1 0 ENNEAD ARCHITECTS LLP 320 WEST 13TH STREET NEW YORK NY 10014 ARCHITECTS 388642 1 90796 35178 4148363 1789550 4274337 PATRON CULTIVATION 713990 76064 76064 EXHIBITION FEES/REIMBURSEMENTS 900099 50396 50396 EDUCATION 713990 10698 10698 137158 285427 285427 36383 28057 8326 8326 -3010 11336 4394537 30711 4390070 0 4467 30711 35178 35178 56745 37588 19157 19157 4759583 156315 -3010 331941 222424 65598 116029 40797 738839 384097 253678 101064 111760 60000 33244 18516 91233 47719 24309 19205 896 896 28163 28163 19271 19271 60256 60256 28052 28052 110772 54842 55930 83568 72553 1190 9825 43842 28802 13701 1339 36814 9129 27685 301556 60585 234501 6470 17557 5780 6469 5308 27761 6197 19255 2309 272 272 151996 95301 46332 10363 59299 47173 9190 2936 EXHIBITION FEES 34000 34000 ACCESSION OF ART 83390 83390 PATRON CULTIVATION 79531 37975 12189 29367 COLLECTION SUPPLIES 38231 38200 31 49128 27883 21245 2418611 1159224 932330 327057 49310 30689 4396607 3892031 4124670 3143143 4145 14355 121210 112979 20720 20790 13182543 4100557 4194959 9081986 3868160 4373604 4357045 4790324 21136826 25459901 340840 1335387 357 332 341197 1335719 X 3875103 7942789 9700821 8158242 7219705 8023151 20795629 24124182 21136826 25459901 2340972 987581 0 X X 0 1 X 1 0 X 877377 1714829 8412007 5988681 4274337 21267231 877377 1714829 8412007 5988681 4274337 21267231 13132522 8134709 63599 61303 278023 282468 321810 1007203 2024 5940 2756 10720 22285154 731766 0.36500 0.41220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 27656 0 0 27656 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 7219705 2250 1131587 300827 19269 8033446 6856700 10034 547194 172224 21999 7219705 7257173 -400473 6856700 6705915 551258 7257173 2853420 94000 2759420 0.00000 1.00000 0.00000 0 1 1 435194 435194 4996939 3196318 1800621 6655722 6655722 835811 781829 53982 258877 122410 136467 9081986 FUNDS HELD IN TRUST BY OTHERS 4790324 4790324 X 5812809 987581 65645 1053226 4759583 0 4759583 2484256 65645 65645 2418611 0 2418611 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 3,000 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, 2014 AND 2013 DOES 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, 2014 AND 2013. THE STATUTORY TAX YEARS REMAIN OPEN TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 37,588. RENTAL EXPENSE 28,057. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 37,588. 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: 0.9987% TERM ENDOWMENT: 0.0013% X X X X X 1 RICHARD W REED JR 5310 WILKINS AVENUE PITTSBURGH PA 15217 CAMPAIGN CONSULTANT 0 2080000 60272 2019728 2080000 60272 2019728 PA X X X 0 0 0 0 0 0 0 0 0 JUDITH H O'TOOLE DIRECTOR/CEO 140308 0 0 0 0 0 0 0 16380 0 156688 0 0 0 X 21 0 X 8 1789550 FMV 0 0 1 0 FORM 990, PART III, LINE 2 WHILE A MAJOR RENOVATION AND EXPANSION BUILDING PROJECT IS UNDERWAY, THE WESTMORELAND HAS BEEN OPERATING OUT OF A TEMPORARY LOCATION - WESTMORELAND @RT30 - ON STATE ROUTE 30 BETWEEN GREENSBURG AND LATROBE. ALL REGULAR PROGRAMMING HAS BEEN MAINTAINED AT THIS LOCATION, AND THE STAFF HAS IMPLEMENTED SEVERAL NEW EXPERIMENTAL PROGRAMS. THESE NEW PROGRAMS INCLUDE MONTHLY POP-UP EXHIBITIONS FEATURING REGIONAL ARTISTS AND CURRICULUM BASED TOURS DESIGNED BY THE EDUCATION DEPARTMENT WITH WORKS SPECIFICALLY SELECTED FROM THE PERMANENT COLLECTION FOR THIS PURPOSE. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 IS REVIEWED BY 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 12C ON AN ANNUAL BASIS, BOARD TRUSTEES AND OFFICERS RECEIVE A COPY OF WESTMORELAND'S EXSITING CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM FOR COMPLETION. THIS CONFLICT OF INTEREST DISCLOSURE FORM INCLUDES REQUIREMENTS TO DISCLOSE POTENTIAL CONFLICTS THAT EXIST AT THE DATE OF COMPLETION AS WELL AS THE OBLIGATION BY THE INDIVIDUAL TO INFORM WESTMORELAND OF ANY POTENTIAL CONFLICTS THAT MAY ARISE IN THE FUTURE. THE COMPLETED FORMS ARE REVIEWED AND MONITORED BY THE CEO/EXECUTIVE DIRECTOR. 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 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 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 VI, SECTION A, LINE 1A, DELEGATION OF BOARD AUTHORITY: 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 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. ALSO, JOHN A. ROBERTSHAW, JR. SERVED AS AN HONORARY TRUSTEE. WOODS M M WOODS - MARCHAND 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