Form 990 for tax year 2022

Filed by WESTMORELAND MUSEUM OF ART.

Totals

Total revenue: $3,130,714
Total expenses: $4,393,362
Contributions and grants received: $2,638,435
Grants paid: $0
Program service revenue: $156,746
Investment income: $311,021
Other revenue: $24,512
Total assets, end of year: $34,795,466
Total liabilities, end of year: $210,356
Net assets or fund balances, end of year: $34,585,110
Program services expenses (Part IX): $2,821,653
Management and general expenses: $948,656
Fundraising expenses: $623,053
Program service expenses (Part III): $2,821,653

Program services were 64.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1b · Membership dues

$110,135
1c · Fundraising events

$83,575
1e · Government grants (contributions)

$713,306
1f · All other contributions, gifts and grants

$1,731,419
1g · Noncash contributions included above

$97,374
2a · Program service revenue: EXHIBITION FEES

total $62,500 · related or exempt $62,500
2b · Program service revenue: PATRON CULTIVATION

total $46,571 · related or exempt $46,571
2c · Program service revenue: EDUCATION

total $18,585 · related or exempt $18,585
2d · Program service revenue: ADMISSION INCOME

total $11,995 · related or exempt $11,995
2e · Program service revenue: CAFE SALES

total $9,685 · excluded $9,685
2f · All other program service revenue

total $7,410 · related or exempt $7,410
3 · Investment income

total $449,553 · excluded $449,553
6a · Gross rents

real property $83,848
6b · Less rental expenses

real property $3,688
6c · Rental income or loss

real property $80,160
6d · Net rental income or loss

total $80,160 · unrelated business -$1,708 · excluded $81,868
7a · Gross sales of assets other than inventory

securities $3,862,797
7b · Less cost or other basis and sales expenses

securities $4,001,329
7c · Gain or loss

securities -$138,532
7d · Net gain or loss

total -$138,532 · excluded -$138,532
8a · Fundraising events: gross income

$13,075
8a · Fundraising events: contributions included on line 1c

$83,575
8b · Fundraising events: direct expenses

$36,612
8c · Net income from fundraising events

total -$23,537 · excluded -$23,537
10a · Gross sales of inventory

$96,857
10b · Cost of goods sold

$128,968
10c · Net income from sales of inventory

total -$32,111 · related or exempt -$32,111

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $266,744 · program services $80,216 · management and general $61,411 · fundraising $125,117
6 · Compensation of disqualified persons

total $11,538 · program services $11,538
7 · Other salaries and wages

total $1,267,518 · program services $863,419 · management and general $197,838 · fundraising $206,261
8 · Pension plan contributions

total $29,474 · program services $14,871 · management and general $7,521 · fundraising $7,082
9 · Other employee benefits

total $184,982 · program services $98,519 · management and general $50,662 · fundraising $35,801
10 · Payroll taxes

total $126,090 · program services $66,828 · management and general $34,044 · fundraising $25,218
11b · Fees: legal

total $1,827 · program services $1,827
11c · Fees: accounting

total $35,875 · management and general $35,875
11d · Fees: lobbying

total $36,300 · fundraising $36,300
11f · Fees: investment management

total $40,415 · management and general $40,415
11g · Fees: other

total $345,505 · program services $265,771 · management and general $42,519 · fundraising $37,215
12 · Advertising and promotion

total $142,060 · program services $128,126 · management and general $350 · fundraising $13,584
13 · Office expenses

total $60,632 · program services $29,047 · management and general $13,377 · fundraising $18,208
14 · Information technology

total $35,664 · management and general $32,952 · fundraising $2,712
16 · Occupancy

total $354,314 · program services $142,398 · management and general $196,269 · fundraising $15,647
17 · Travel

total $19,908 · program services $18,466 · management and general $1,054 · fundraising $388
19 · Conferences, conventions and meetings

total $11,964 · program services $2,387 · management and general $8,827 · fundraising $750
21 · Payments to affiliates

total $1,611 · fundraising $1,611
22 · Depreciation, depletion and amortization

total $689,315 · program services $434,200 · management and general $207,177 · fundraising $47,938
23 · Insurance

total $92,039 · program services $73,631 · management and general $14,266 · fundraising $4,142
24a · Other expenses: PERM COLLEC & EXHIB FEE

total $278,223 · program services $278,223
24b · Other expenses: ACCESSION OF ART

total $151,339 · program services $151,339
24c · Other expenses: EDUCATION EXPENSES

total $102,850 · program services $102,850
24d · Other expenses: ENTERTAINMENT

total $15,741 · program services $10,397 · management and general $4,099 · fundraising $1,245
24e · All other expenses

total $91,434 · program services $47,600 · fundraising $43,834

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $56,958 · end of year $56,497
2 · Savings and temporary cash investments

beginning of year $3,789,022 · end of year $3,500,194
3 · Pledges and grants receivable

beginning of year $637,305 · end of year $519,997
4 · Accounts receivable

beginning of year $988 · end of year $3,230
8 · Inventories for sale or use

beginning of year $33,630 · end of year $29,714
9 · Prepaid expenses and deferred charges

beginning of year $31,558 · end of year $34,718
10a · Land, buildings and equipment: cost or other basis

$27,156,363
10b · Land, buildings and equipment: accumulated depreciation

$9,786,954
10c · Land, buildings and equipment, net

beginning of year $17,929,720 · end of year $17,369,409
11 · Investments: publicly traded securities

beginning of year $7,733,007 · end of year $8,062,752
14 · Intangible assets

beginning of year $55,222 · end of year $50,556
15 · Other assets

beginning of year $4,865,843 · end of year $5,168,399
17 · Accounts payable and accrued expenses

beginning of year $207,372 · end of year $201,860
19 · Deferred revenue

beginning of year $8,610 · end of year $8,496
27 · Net assets without donor restrictions

beginning of year $21,852,425 · end of year $21,372,456
28 · Net assets with donor restrictions

beginning of year $13,064,846 · end of year $13,212,654

Mission and programs · 2022

Mission

THE WESTMORELAND MUSEUM OF AMERICAN ART OFFERS A PLACE TO SHARE COMPELLING AND MEANINGFUL CULTURAL EXPERIENCES THAT OPEN THE DOOR TO NEW IDEAS, PERSPECTIVES, AND POSSIBILITIES.

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. THROUGH THE COLLECTIONS, VISITORS LEARN ABOUT ART AS AN EXPRESSION OF HISTORY AND CULTURE OF THE REGION. WE PROVIDE INTERPRETATION TO SUPPORT LEARNING THROUGH GALLERY GUIDES, WALL TEXTS, EXTENDED LABELS FOR INDIVIDUAL WORKS, AND INTERACTIVE OPPORTUNITIES. 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. EXHIBITIONS: DURING THE 2022-2023 FISCAL YEAR, FIVE FEATURED TEMPORARY EXHIBITIONS WERE PRESENTED. THESE EXHIBITIONS WERE: ALONE TOGETHER: ENCOUNTERS IN AMERICAN REALISM, ORGANIZED BY THE WESTMORELAND (MAY 29, 2022 SEPTEMBER 25, 2022), GATECRASHERS: THE RISE OF THE SELF-TAUGHT ARTIST IN AMERICA, ORGANIZED BY THE HIGH MUSEUM OF ART (OCTOBER 16, 2022 FEBRUARY 5, 2023), GAVIN BENJAMIN: BREAK DOWN AND LET IT ALL OUT, ORGANIZED BY THE WESTMORELAND (OCTOBER 16, 2022 MAY 14, 2023), ACTION/ABSTRACTION REDEFINED: MODERN NATIVE ART, 1945-1975, ORGANIZED BY THE IAIA MUSEUM OF CONTEMPORARY NATIVE ARTS (FEBRUARY 26, 2023 MAY 28, 2023) AND BLOCK PARTY: COMMUNITY AND CELEBRATION IN AMERICAN ART, ORGANIZED BY THE WESTMORELAND (JUNE 25, 2023 SEPTEMBER 17, 2023).

Expenses $888,962 · Revenue $11,995
EXHIBITIONS: DURING THE 2022-2023 FISCAL YEAR, FIVE FEATURED TEMPORARY EXHIBITIONS WERE PRESENTED. THESE EXHIBITIONS WERE: ALONE TOGETHER: ENCOUNTERS IN AMERICAN REALISM, ORGANIZED BY THE WESTMORELAND (MAY 29, 2022 SEPTEMBER 25, 2022), GATECRASHERS: THE RISE OF THE SELF-TAUGHT ARTIST IN AMERICA, ORGANIZED BY THE HIGH MUSEUM OF ART (OCTOBER 16, 2022 FEBRUARY 5, 2023), GAVIN BENJAMIN: BREAK DOWN AND LET IT ALL OUT, ORGANIZED BY THE WESTMORELAND (OCTOBER 16, 2022 MAY 14, 2023), ACTION/ABSTRACTION REDEFINED: MODERN NATIVE ART, 1945-1975, ORGANIZED BY THE IAIA MUSEUM OF CONTEMPORARY NATIVE ARTS (FEBRUARY 26, 2023 MAY 28, 2023) AND BLOCK PARTY: COMMUNITY AND CELEBRATION IN AMERICAN ART, ORGANIZED BY THE WESTMORELAND (JUNE 25, 2023 SEPTEMBER 17, 2023).

Expenses $787,597 · Revenue $62,500
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 GREATER PITTSBURGH REGION AND BEYOND.

Expenses $585,863 · Revenue $143,221
ALL OTHER EXEMPT FUNCTIONS: THE MUSEUM OFFERED EDUCATION RELATED PROGRAMS AND ACTIVITIES, INCLUDING COMMUNITY DAYS, SCHOOL TOURS, TALKS & PANELS, ART CLASSES FOR ADULT & CHILDREN, ART CAMPS, ETC.

Expenses $559,231 · Revenue $25,996

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

HELENE CONWAY LONG

PRESIDENT

Total calculated

$0

Hours/week

1
STEPHEN YSLAS

VICE PRESIDENT

Total calculated

$0

Hours/week

1
NATHAN BOXX

SECRETARY/TREASURER

Total calculated

$0

Hours/week

1
JOHN BOYLE

TRUSTEE

Total calculated

$0

Hours/week

1
JAMES S BROADHURST

TRUSTEE

Total calculated

$0

Hours/week

1
LAURA GUTNICK

TRUSTEE

Total calculated

$0

Hours/week

1
NATALIE ROBERTSHAW KELLEY

TRUSTEE (ENTERED 04/23)

Total calculated

$0

Hours/week

1
PAMELA KROH

TRUSTEE

Total calculated

$0

Hours/week

1
SUSY KORB MCINERNY

TRUSTEE (ENTERED 01/23)

Total calculated

$0

Hours/week

1
ARMOUR MELLON

TRUSTEE

Total calculated

$0

Hours/week

1
ALBERT NOVAK

TRUSTEE

Total calculated

$0

Hours/week

1
MARTIN O'BRIEN

TRUSTEE

Total calculated

$0

Hours/week

1
TUESDAY STANLEY

TRUSTEE

Total calculated

$0

Hours/week

1
ELLEN SWANK

TRUSTEE

Total calculated

$0

Hours/week

1
PATRIECE THOMPSON

TRUSTEE

Total calculated

$0

Hours/week

1
SUZANNE WRIGHT

CHIEF OPERATING OFFICER

Total calculated

$140,919

From this org

$128,077

From related orgs

$0

Other

$12,842

Hours/week

40
RHONDA MADDEN

DIRECTOR OF ADVANCEMENT

Total calculated

$133,578

From this org

$105,316

From related orgs

$0

Other

$28,262

Hours/week

40
ANNE KRAYBILL

FORMER OFFICER

Total calculated

$125,010

From this org

$110,790

From related orgs

$0

Other

$14,220

Hours/week

0

Schedule J breakdown matched by us

Base

$110,790

Bonus

$0

Other

$0

Deferred

$3,346

Nontaxable benefits

$10,874

Filer's total

$125,010

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Independent compensation consultant
3 · Form 990 of other organizations
3 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3: A COMPENSATION STUDY AND SURVEY OF COMPENSATION OF OTHER NONPROFIT ORGANIZATIONS WAS PERFORMED BY THE CHIEF OPERATING OFFICER ON BEHALF OF THE EXECUTIVE COMMITTEE FOR THE DETERMINATION OF THE CHIEF EXECUTIVE OFFICER'S SALARY. BASE COMPENSATION AND ANY ADJUSTMENTS ARE REVIEWED AND APPROVED BY AN INDEPENDENT EXECUTIVE COMMITTEE AND THE BOARD PRESIDENT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

WOODS - MARCHAND FOUNDATION

501(C)(3) · SUPPORTING ORG/CHARITABLE · PA
JAMISON FOR WSTMRLND MUSEUM ART

501(C)(3) · SUPPORTING ORG/CHARITABLE · PA

Provenance

Return type: form_990
Tax year: 2022
Filed: 2 February 2024
IRS schema version: 2022v5.0
Source object: 202440409349301209

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