2014-03-17T13:48:06-05:00 2013-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2012-07-01 251014553 WESTMORELAND MUSEUM OF AMERICAN ART WEST 7248371500 221 NORTH MAIN STREET GREENSBURG PA 15601 JUDITH H O'TOOLE 7248371500 2014-03-04 1 SUSAN M KIRSCH P00341397 4122613644 2012 2015-11-30 17:44:51Z BRUCE M WOLF 221 NORTH MAIN STREET GREENSBURG PA 15601 8832971 0 X WWW.WMUSEUMAA.ORG X 1949 PA TO ENRICH A GROWING PUBLIC TO THE COLLECTION, PRESERVATION AND PRESENTATION OF AMERICAN ART. 16 15 43 130 2756 1756 8412007 5988681 105895 101584 290765 249167 31994 10133 8840661 6349565 0 0 0 0 984952 1102919 62068 110243 407612 1460288 1200190 2507308 2413352 6333353 3936213 16423666 21136826 84172 341197 16339494 20795629 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 358519 17566 COLLECTIONS: THE NATIONALLY RECOGNIZED COLLECTIONS OF THE WESTMORELAND MUSEUM OF AMERICAN ART BRING TOGETHER OVER 2,500 OBJECTS OF FINE AND DECORATIVE AMERICAN ART FROM THE MID-18TH 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. 273462 EXHIBITIONS: THE WESTMORELAND PRESENTED THE FOLLOWING MAJOR EXHIBITIONS DURING THE 2012-2013 FISCAL YEAR: "WMAA BIENNIAL", "MODERN DIALECT: AMERICAN PAINTINGS FROM THE JOHN AND SUSAN HORSEMAN COLLECTION", "MERRELL & MORRILL", "YOUR ART NEEDS YOU!", AND AARONEL DEROY GRUBER: AN ART(IST) IN MOTION". IN ADDITION, THE MUSEUM PRESENTED SEVERAL EXHIBITIONS FEATURING REGIONAL ARTISTS. 211317 75056 AUDIENCE DEVELOPMENT: THE WESTMORELAND IS COMMITTED TO INCREASING OUR AUDIENCE THROUGH PROGRAMMING, MARKETING AND PROMOTION AND SPECIAL EVENTS. BECAUSE WE ARE OUTSIZED FOR OUR IMMEDIATE COMMUNITY, WE HAVE FOCUSED RECENT EFFORTS ON INCREASING AWARENESS IN THE PITTSBURGH METROPOLITAN REGION. EFFORTS LED TO AN INCREASE IN VISITORS FROM OUTSIDE OF WESTMORELAND COUNTY. 50% OF VISITORS TO MOST EXHIBITIONS COME FROM THE PITTSBURGH REGION AND UP TO 10% FROM OUT OF STATE. 156622 30582 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. 156622 30582 999920 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 35 0 1 43 1 1 1 0 0 0 0 0 0 0 0 0 X 16 15 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 1.00 0.00 X 0 0 0 JOANNE BOYLE PHD 1.00 0.00 X 0 0 0 CAROL BROWN 1.00 0.00 X 0 0 0 HARVEY CHILDS III 1.00 0.00 X 0 0 0 PAUL J EVANSON 1.00 0.00 X 0 0 0 GEORGE C GREER 1.00 0.00 X 0 0 0 DIANA JANNETTA 1.00 0.00 X 0 0 0 ANNE B ROBERTSHAW 1.00 0.00 X 0 0 0 JACK D SMITH MD 1.00 0.00 X 0 0 0 HARRY A THOMPSON II 1.00 0.00 X 0 0 0 HARLEY NILES TRICE 1.00 0.00 X 0 0 0 MOLLY WALTON 1.00 0.00 X 0 0 0 BRUCE M WOLF 1.00 0.00 X X 0 0 0 ARMOUR N MELLON 1.00 0.00 X X 0 0 0 DONALD C KORB 1.00 0.00 X X 0 0 0 JUDITH H O'TOOLE 35.00 0.00 X X 132235 0 14912 AMY BALDONIERI 35.00 0.00 X 79440 0 14306 211675 0 29218 1 0 0 0 ENNEAD ARCHITECTS LLP 320 WEST 13TH STREET NEW YORK NY 10014 ARCHITECTS 1358315 LAQUATRA BONCI ASSOCIATES 95 SOUTH TENTH STREET PITTSBURGH PA 15203 LANDSCAPE ARCHITECTS 140172 RICHARD W REED JR 5310 WILKENS AVENUE PITTSBURGH PA 15217 FUNDRAISER 126560 3 92973 113439 5782269 575762 5988681 SPECIAL EVENTS 713990 59658 59658 EXHIBITION FEES/REIMBURSEMENTS 900099 17566 17566 ADMISSION FEES 713990 15398 15398 EDUCATION 713990 8962 8962 101584 261063 261063 21405 32892 -11487 -11487 2756 -14243 2401558 2413454 -11896 -11896 -11896 58680 37060 21620 21620 6349565 123204 2756 234924 X 219254 61124 80910 77220 672752 365176 238637 68939 106922 57477 32105 17340 103991 41440 21111 41440 3919 3919 34811 34811 26122 26122 110243 110243 412327 45573 364868 1886 66831 47923 18908 167852 90026 69153 8673 54709 54709 32805 10780 14351 7674 27720 5295 20165 2260 144283 89688 44630 9965 37602 30082 5828 1692 UBI TAXES 1520 1520 COLLECTION SUPPLIES 77743 77743 SPECIAL EVENTS 47604 30090 4222 13292 INTERNAL EDUCATION EXPE 23565 15206 6401 1958 40777 30777 10000 2413352 999920 1005820 407612 62113 49310 5808048 4396607 1329698 4124670 2403 4145 123337 121210 20675 20720 8143519 3948560 2339956 4194959 2621156 3868160 4116280 4357045 16423666 21136826 83932 340840 240 357 84172 341197 X 2364565 3875103 7118229 9700821 6856700 7219705 16339494 20795629 16423666 21136826 3936213 519922 0 X X 0 1 X 1 0 X 1854806 877377 1714829 8412007 5988681 18847700 1854806 877377 1714829 8412007 5988681 18847700 10757311 8090389 82560 63599 61303 278023 282468 767953 2024 5940 2756 10720 19626373 537863 0.41220 0.44850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 26122 26122 0 EXPLANATION OF LOBBYING ACTIVITIES: 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 6856700 10034 547194 172224 21999 7219705 7257173 -400473 6856700 6705915 551258 7257173 2853420 94000 2759420 2850996 2424 2853420 0.00000 1.00000 0.00000 0 1 1 435194 435194 4996939 3075860 1921079 826791 754250 72541 1884595 118450 1766145 4194959 FUNDS HELD IN TRUST BY OTHERS 4357045 4357045 X 6937919 519922 69952 589874 6348045 1520 1520 6349565 2481784 69952 69952 2411832 1520 1520 2413352 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 PERMANENTLY 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 COLLECTION. PART III, LINE 4: THE COLLECTION OF THE WESTMORELAND MUSEUM OF AMERICAN ART CONTAINS OVER 2,500 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013 AND 2012 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, 2013 AND 2012. THE STATUTORY TAX YEARS REMAIN OPEN TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 37,060. RENTAL EXPENSE 32,892. PART XI, LINE 4B - OTHER ADJUSTMENTS: UBI TAX RECLASSIFICATION 1,520. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 37,060. RENTAL EXPENSE 32,892. PART XII, LINE 4B - OTHER ADJUSTMENTS: UBI TAX RECLASSIFICATION 1,520. X X X X X X 1 RICHARD W REED JR 5310 WILKINS AVENUE PITTSBURGH PA 15217 CAMPAIGN CONSULTANT 0 5590918 110243 5480675 5590918 110243 5480675 PA X 4 575762 FMV 0 0 1 0 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. ADJUSTMENTS IN COMPENSATION ARE ONLY PROVIDED AS 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. OTHER FEES FORM 990, PART IX, LINE 11G EDUCATIONAL PROGRAMMING EXPENSE: PROGRAM SERVICE EXPENSES 45,573. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,573. CAMPAIGN CONSULTANTS & REMODELING CONTRACTORS EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 364,868. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 364,868. FUNDRAISING CONSULTING EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,886. TOTAL EXPENSES 1,886. 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. 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), 509 (A)(3 LINE 11D, III-O N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0