AMERICAN ANTIQUARIAN SOCIETY Charity Report

Public IRS 990 nonprofit record

AMERICAN ANTIQUARIAN SOCIETY

EIN 04-2103652 · Education (B700)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $76.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders28 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

73.69%of revenue went to mission work76.7% of expenses · Program services

6.38%of revenue went to fundraising6.6% of expenses

$96.06spent for every $100 of revenueRevenue covered expenses this year.

16.00%of revenue went to management and office costs16.7% of expenses

$16.06in assets for every $1 spent this yearSome assets cannot be spent right away.

23.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $293,734 for SCOTT E CASPER (PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$7,798,791

Mission workProgram services$5,746,57973.69% of revenue76.7% of expenses

ManagementOffice and general costs$1,247,86116.00% of revenue16.7% of expenses

FundraisingAsking for donations$497,3496.38% of revenue6.6% of expenses

Revenue left after expensesReported annual surplus$307,0023.94% of revenueShown in gray on the chart

Total expenses$7,491,78996.06% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 76.7% mission · 16.7% management · 6.6% fundraisingTotal expenses: 96.06% of revenue

2023Expense mix: 79.3% mission · 14.9% management · 5.7% fundraisingTotal expenses: 112.85% of revenue

2022Expense mix: 77.5% mission · 17.0% management · 5.5% fundraisingTotal expenses: 64.48% of revenue

2021Expense mix: 78.1% mission · 17.5% management · 4.5% fundraisingTotal expenses: 77.64% of revenue

2020Expense mix: 79.5% mission · 16.1% management · 4.4% fundraisingTotal expenses: 63.59% of revenue

2019Expense mix: 83.6% mission · 12.4% management · 4.0% fundraisingTotal expenses: 52.37% of revenue

Money in and money out

Revenue$7,798,791

Expenses$7,491,789

Annual surplus $307,002 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$5,746,579 · 76.7% of expenses

Management and office costs$1,247,861 · 16.7% of expenses

Fundraising$497,349 · 6.6% of expenses

See all reported dollar amounts

Revenue$7,798,791

Expenses$7,491,789

Assets$120,286,066

Income$15,900,534

Contributions$1,858,998

Mission work (program services)$5,746,579

Fundraising$497,349

Management and general$1,247,861

Executive compensation (total)$838,601

Stocks and bonds$70,256,116

Accounting fees$44,575

Investing fees$208,101

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SCOTT E CASPERPRESIDENT · 35 hrs/week $293,734Base $267,956 · Other $25,778

MARY L SWAINVP ADVANCEMENT · 35 hrs/week $161,875Base $151,803 · Other $10,072

LAUREN HEWESVP COLLECTIONS · 35 hrs/week $156,641Base $134,378 · Other $22,263

NAN WOLVERTONVP PROGRAMS · 35 hrs/week $155,785Base $139,507 · Other $16,278

KRISTEN BALASHVP FOR FINANCE AND ADMINIS · 35 hrs/week $149,743Base $135,573 · Other $14,170

ANDREW CARIGLIAHEAD OF BUILDINGS AND GROU · 40 hrs/week $138,110Base $119,204 · Other $18,906

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (28)

SCOTT E CASPERPRESIDENT

MARY L SWAINVP ADVANCEMENT

LAUREN HEWESVP COLLECTIONS

NAN WOLVERTONVP PROGRAMS

KRISTEN BALASHVP FOR FINANCE AND ADMINIS

ANDREW CARIGLIAHEAD OF BUILDINGS AND GROU

MANISHA SINHACOUNCILOR

WENDY BELLIONCOUNCILOR

SHERYL JAEGERCOUNCILOR

SHARON BLOCKCOUNCILOR

SAMANTHA MCDONALDCOUNCILOR

ROSALIND REMERVICE CHAIR

RICHARD D BROWNCOUNCILOR

PAUL S SPERRYCHAIR

NICK ARETAKISRECORDING SECRETARY

MEREDITH MCGILLCOUNCILOR

MARK A PETERSONCOUNCILOR

JULIAN DAVIS WADECOUNCILOR

JOHN HERRON JRCOUNCILOR

JAMES DONNELLYCOUNCILOR

J CHRISTOPHER COLLINSCOUNCILOR

GEORGE W TETLER IIITREASURER

DOUGLAS BROWNCOUNCILOR

DERRICK R SPIRESCOUNCILOR

DEBORAH HALLCOUNCILOR

CRAIG S WILDERSECRETARY FOR DOMESTIC COR

CHRISTINE LOKERCOUNCILOR

ANN V FABIANSECRETARY FOR FOREIGN COR

About this charity

Recognized since: January 1929
Location: 185 SALISBURY ST, WORCESTER, MA 01609-1636
County: Worcester
In care of: % KRISTEN BALASH
Primary officer: SCOTT E CASPER, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Emailjfrost@mwa.orgRights Phone(508) 755-5221

Filing and classification

Latest tax year: 2024
Tax period began: September 1, 2024
Return type: 990
Tax preparer: BOLLUS LYNCH LLP
NTEE classification: Education (B700)