Nonprofit · EIN 04-2103652
AMERICAN ANTIQUARIAN SOCIETY
Tax-exempt · WORCESTER, MA 01609
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $7,798,791 | $7,491,789 | $307,002 | $120,286,066 | $4,231,342 | $116,054,724 |
| August 31, 2024 | 990 | $6,370,246 | $7,188,668 | -$818,422 | $117,152,453 | $4,757,977 | $112,394,476 |
| August 31, 2023 | 990 (amended) | $10,974,880 | $7,076,269 | $3,898,611 | $109,089,778 | $4,878,267 | $104,211,511 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $1,858,998
- Program service revenue
- $823,941
- Investment income
- $5,106,544
- Net gain from sales of assets
- $2,710,699
- Other revenue
- $9,308
Expenses
- Grants and similar amounts paid
- $339,068
- Compensation of officers, directors and key employees
- $917,780
- Other salaries and wages
- $3,023,764
- Salaries, compensation and benefits (total)
- $3,941,544
- Professional fundraising fees
- $0
- Legal fees
- $325
- Accounting fees
- $44,575
- Occupancy
- $698,500
- Depreciation
- $992,004
- Program services (functional)
- $5,746,579
- Management and general (functional)
- $1,247,861
- Fundraising (functional)
- $497,349
Balance sheet and other
- Total assets, start of year
- $117,152,453
- Total assets, end of year
- $120,286,066
- Total liabilities, end of year
- $4,231,342
- Net assets, end of year
- $116,054,724
- Land, buildings and equipment
- $28,337,094
- Publicly traded securities
- $70,256,116
- Net assets without donor restrictions
- $29,113,055
- Net assets with donor restrictions
- $86,941,669
- Gross receipts
- $15,900,534
- Employees
- 57
- Volunteers
- 35
- Year formed
- 1812
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT E CASPER | PRESIDENT Officer | 35 | $267,956 | $25,778 |
| MARY L SWAIN | VP ADVANCEMENT Officer | 35 | $151,803 | $10,072 |
| LAUREN HEWES | VP COLLECTIONS Officer | 35 | $134,378 | $22,263 |
| NAN WOLVERTON | VP PROGRAMS Officer | 35 | $139,507 | $16,278 |
| KRISTEN BALASH | VP FOR FINANCE AND ADMINIS Officer | 35 | $135,573 | $14,170 |
| ANDREW CARIGLIA | HEAD OF BUILDINGS AND GROU Highest-paid employee | 40 | $119,204 | $18,906 |
| PAUL S SPERRY | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ROSALIND REMER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GEORGE W TETLER III | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| NICK ARETAKIS | RECORDING SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CRAIG S WILDER | SECRETARY FOR DOMESTIC COR Trustee or director, Officer | 2 | $0 | $0 |
| ANN V FABIAN | SECRETARY FOR FOREIGN COR Trustee or director, Officer | 2 | $0 | $0 |
| CHRISTINE LOKER | COUNCILOR Trustee or director | 2 | $0 | $0 |
| DEBORAH HALL | COUNCILOR Trustee or director | 2 | $0 | $0 |
| DERRICK R SPIRES | COUNCILOR Trustee or director | 2 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUGLAS BROWN | COUNCILOR Trustee or director | 2 | $0 |
| J CHRISTOPHER COLLINS | COUNCILOR Trustee or director | 2 | $0 |
| JAMES DONNELLY | COUNCILOR Trustee or director, Officer | 2 | $0 |
| JOHN HERRON JR | COUNCILOR Trustee or director | 2 | $0 |
| JULIAN DAVIS WADE | COUNCILOR Trustee or director | 2 | $0 |
| MEREDITH MCGILL | COUNCILOR Trustee or director | 2 | $0 |
| SAMANTHA MCDONALD | COUNCILOR Trustee or director | 2 | $0 |
| MANISHA SINHA | COUNCILOR Trustee or director | 2 | $0 |
| MARK A PETERSON | COUNCILOR Trustee or director | 2 | $0 |
| RICHARD D BROWN | COUNCILOR Trustee or director | 2 | $0 |
| SHARON BLOCK | COUNCILOR Trustee or director | 2 | $0 |
| SHERYL JAEGER | COUNCILOR Trustee or director | 2 | $0 |
| WENDY BELLION | COUNCILOR Trustee or director | 2 | $0 |
990 for the year ended August 31, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT E CASPER | PRESIDENT Officer | 35 | $260,415 | $24,577 |
| ELLEN DUNPLAP | FORMER PRESIDENT Former | 0 | $165,696 | $0 |
| NAN WOLVERTON | VP PROGRAMS Officer | 35 | $135,427 | $16,866 |
| LAUREN HEWES | VP COLLECTIONS Officer | 35 | $132,715 | $14,511 |
| KRISTEN BALASH | VP FOR FINANCE AND ADMINIS Officer | 35 | $129,603 | $14,807 |
| ANDREW CARIGLIA | HEAD OF BUILDINGS AND GROU Highest-paid employee | 40 | $116,563 | $17,950 |
| ELIZABETH KOPLEY | VP ADVANCEMENT Officer | 35 | $83,969 | $6,542 |
| JOHN HERRON JR | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PAUL S SPERRY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GEORGE W TETLER III | RECORDING SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| RICHARD D BROWN | SECRETARY FOR FOREIGN CORR Trustee or director, Officer | 2 | $0 | $0 |
| ANN V FABIAN | SECRETARY FOR DOMESTIC COR Trustee or director, Officer | 2 | $0 | $0 |
| JAMES DONNELLY | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| DOUGLAS BROWN | COUNCILOR Trustee or director | 2 | $0 | $0 |
| NICK ARETAKIS | COUNCILOR Trustee or director | 2 | $0 | $0 |
| DEBORAH HALL | COUNCILOR Trustee or director | 2 | $0 | $0 |
| J CHRISTOPHER COLLINS | COUNCILOR Trustee or director | 2 | $0 | $0 |
| SHERYL JAEGER | COUNCILOR Trustee or director | 2 | $0 | $0 |
| DERRICK R SPIRES | COUNCILOR Trustee or director | 2 | $0 | $0 |
| JULIAN DAVIS WADE | COUNCILOR Trustee or director | 2 | $0 | $0 |
| MARK A PETERSON | COUNCILOR Trustee or director | 2 | $0 | $0 |
| CRAIG S WILDER | COUNCILOR Trustee or director | 2 | $0 | $0 |
| WENDY BELLION | COUNCILOR Trustee or director | 2 | $0 | $0 |
| HAL ESPO | COUNCILOR Trustee or director | 2 | $0 | $0 |
| CHRISTINE LOKER | COUNCILOR Trustee or director | 2 | $0 | $0 |
| ROSALIND REMER | COUNCILOR Trustee or director | 2 | $0 | $0 |
| MANISHA SINHA | COUNCILOR Trustee or director | 2 | $0 | $0 |
| SHARON BLOCK | COUNCILOR Trustee or director | 2 | $0 | $0 |
990 for the year ended August 31, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT E CASPER | PRESIDENT Officer | 35 | $258,193 | $22,891 |
| ELIZABETH KOPLEY | VP ADVANCEMENT Officer | 35 | $149,941 | $10,867 |
| NAN WOLVERTON | VP PROGRAMS Officer | 35 | $128,043 | $16,704 |
| LAUREN HEWES | VP COLLECTIONS Officer | 35 | $128,286 | $11,627 |
| KRISTEN BALASH | VP FOR FINANCE AND ADMINIS Officer | 35 | $124,370 | $9,794 |
| ANDREW CARIGLIA | HEAD OF BUILDINGS AND GROU Highest-paid employee | 40 | $110,549 | $15,930 |
| ALAN DEGUTIS | HEAD OF CATALOGING Highest-paid employee | 35 | $104,530 | $21,577 |
| JOHN HERRON JR | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PAUL S SPERRY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GEORGE W TETLER III | RECORDING SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| RICHARD D BROWN | SECRETARY FOR FOREIGN CORR Trustee or director, Officer | 2 | $0 | $0 |
| ANN V FABIAN | SECRETARY FOR DOMESTIC COR Trustee or director, Officer | 2 | $0 | $0 |
| JAMES DONNELLY | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| NICK ARETAKIS | COUNCILOR Trustee or director | 2 | $0 | $0 |
| DEBORAH HALL | COUNCILOR Trustee or director | 2 | $0 | $0 |
| J CHRISTOPHER COLLINS | COUNCILOR Trustee or director | 2 | $0 | $0 |
| SHERYL JAEGER | COUNCILOR Trustee or director | 2 | $0 | $0 |
| DERRICK R SPIRES | COUNCILOR Trustee or director | 2 | $0 | $0 |
| JULIAN DAVIS WADE | COUNCILOR Trustee or director | 2 | $0 | $0 |
| MARK A PETERSON | COUNCILOR Trustee or director | 2 | $0 | $0 |
| CRAIG S WILDER | COUNCILOR Trustee or director | 2 | $0 | $0 |
| WENDY BELLION | COUNCILOR Trustee or director | 2 | $0 | $0 |
| HAL ESPO | COUNCILOR Trustee or director | 2 | $0 | $0 |
| CHRISTINE LOKER | COUNCILOR Trustee or director | 2 | $0 | $0 |
| ROSALIND REMER | COUNCILOR Trustee or director | 2 | $0 | $0 |
| MANISHA SINHA | COUNCILOR Trustee or director | 2 | $0 | $0 |
| CARLA PETERSON | COUNCILOR Trustee or director | 2 | $0 | $0 |
| ELIZABETH REILLY | COUNCILOR Trustee or director | 2 | $0 | $0 |
| MARGARETTA LOVELL | COUNCILOR Trustee or director | 2 | $0 | $0 |
| ROBERT BACHELDER | COUNCILOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 185 SALISBURY ST, WORCESTER, MA 01609-1636
- In care of
- % KRISTEN BALASH
- Principal officer (990 for 2024)
- SCOTT E CASPER, 185 SALISBURY STREET, WORCESTER, MA 01609
- Signed the 990
- SCOTT E CASPER, PRESIDENT
- Phone
- (508) 755-5221
- Website
- WWW.AMERICANANTIQUARIAN.ORG
- Return prepared by
- BOLLUS LYNCH LLP
Mission
SUPPORTS AND MAINTAINS A RESEARCH LIBRARY OF AMERICAN HISTORY AND CULTURE. THE AMERICAN ANTIQUARIAN SOCIETY CULTIVATES A DEEPER UNDERSTANDING OF THE AMERICAN PAST, GROUNDED IN ITS EVER-GROWING COLLECTION OF PRINTED AND MANUSCRIPT SOURCES. AS A NATIONAL RESEARCH LIBRARY, AAS COLLECTS, PRESERVES, AND MAKES AVAILABLE FOR STUDY THE RECORD OF WHAT IS NOW THE UNITED STATES FROM EARLY EUROPEAN SETTLEMENT THROUGH 1900. AS A LEARNED SOCIETY, AAS FOSTERS A BROAD COMMUNITY OF INQUIRY THROUGH INCLUSIVE PROGRAMS AND GENEROUS SUPPORT FOR SCHOLARSHIP. OUR AUDIENCES INCLUDE PROFESSIONAL SCHOLARS, PRE-COLLEGIATE, UNDERGRADUATE, AND GRADUATE STUDENTS AND EDUCATORS, PROFESSIONAL ARTISTS AND WRITERS, GENEALOGISTS, AND THE GENERAL PUBLIC.
Program accomplishments
- COLLECTION PURCHASES - TO INCREASE COLLECTION OF PRINTED MATERIALS RELATING TO AMERICAN HISTORY PRIOR TO 1900.Expenses $441,701 · revenue $1,620
- CONSERVATION, CATALOGING AND OTHER - TO PRESERVE AND CATALOG THE SOCIETY'S COLLECTION OF BOOKS, NEWSPAPERS, MANUSCRIPTS & GRAPHIC ARTS IN CONJUNCTION WITH OTHER RESEARCH LIBRARIES.Expenses $4,965,810 · revenue $742,010
- RESEARCH - TO SUPPORT FELLOWSHIP PROGRAM FOR 45 FELLOWS AND OTHER EDUCATIONAL SEMINARSExpenses $339,068 · grants $339,068 · revenue $89,619
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 04-2103652
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1929
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B700)
- Assets (IRS master file)
- $120,286,066
- Income (IRS master file)
- $15,900,534
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $7,798,791 | $7,491,789 | $120,286,066 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990 | August 2024 | $6,370,246 | $7,188,668 | $117,152,453 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $10,974,880 | $7,076,269 | $109,089,778 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990 | August 2022 | $8,610,061 | $6,684,491 | $103,407,442 | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2103652).
Questions about AMERICAN ANTIQUARIAN SOCIETY
- What is the EIN of AMERICAN ANTIQUARIAN SOCIETY?
- The employer identification number (EIN) of AMERICAN ANTIQUARIAN SOCIETY is 04-2103652.
- Is AMERICAN ANTIQUARIAN SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1929.
- Are donations to AMERICAN ANTIQUARIAN SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AMERICAN ANTIQUARIAN SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AMERICAN ANTIQUARIAN SOCIETY due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN ANTIQUARIAN SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of AMERICAN ANTIQUARIAN SOCIETY?
- The 990 for the year ended August 31, 2025 names SCOTT E CASPER.
- Who are the officers and directors of AMERICAN ANTIQUARIAN SOCIETY?
- The 990 for the year ended August 31, 2025 lists 28 people; 6 received compensation from the organization, the highest $267,956 (SCOTT E CASPER, PRESIDENT).
- How much revenue does AMERICAN ANTIQUARIAN SOCIETY have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $7,798,791, expenses of $7,491,789 and total assets of $120,286,066 at year end.
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