AMERICAN ANTIQUARIAN SOCIETY (EIN 042103652) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1812

Legal Domicile

Principal Officer

SCOTT E CASPER

Phone

5087555221

Tax Period

2024-09-01 to 2025-08-31

AMERICAN ANTIQUARIAN SOCIETY, founded in 1812, is a community nonprofit in the Education sector that reported $7.8M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $7.5M left a modest 4% surplus.

Mission

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,858,998

Program Service Revenue $823,941

Investment Income $5,106,544

Other Revenue $9,308

TOTAL REVENUE $7,798,791

Expense Breakdown

Grants Paid $339,068

Salaries & Benefits $3,941,544

Fundraising Expenses $497,349

Program Expenses $5,746,579

Other Expenses $3,211,177

TOTAL EXPENSES $7,491,789

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,798,791	$6,370,246	+0.2%
Expenses	$7,491,789	$7,188,668	+0.0%
Net Income	$307,002	$-818,422	-1.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$917,778

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT E CASPER	PRESIDENT	35.00	Officer	$267,956	$25,778	$293,734
KRISTEN BALASH	VP FOR FINANCE AND ADMINIS	35.00	Officer	$135,573	$14,170	$149,743
LAUREN HEWES	VP COLLECTIONS	35.00	Officer	$134,378	$22,263	$156,641
MARY L SWAIN	VP ADVANCEMENT	35.00	Officer	$151,803	$10,072	$161,875
NAN WOLVERTON	VP PROGRAMS	35.00	Officer	$139,507	$16,278	$155,785
ANDREW CARIGLIA	HEAD OF BUILDINGS AND GROU	40.00	Highest	$119,204	$18,906	$138,110
PAUL S SPERRY	CHAIR	2.00	Officer Director	$0	$0	$0
ROSALIND REMER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
GEORGE W TETLER III	TREASURER	2.00	Officer Director	$0	$0	$0
NICK ARETAKIS	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
CRAIG S WILDER	SECRETARY FOR DOMESTIC COR	2.00	Officer Director	$0	$0	$0
ANN V FABIAN	SECRETARY FOR FOREIGN COR	2.00	Officer Director	$0	$0	$0
CHRISTINE LOKER	COUNCILOR	2.00	Director	$0	$0	$0
DEBORAH HALL	COUNCILOR	2.00	Director	$0	$0	$0
DERRICK R SPIRES	COUNCILOR	2.00	Director	$0	$0	$0
DOUGLAS BROWN	COUNCILOR	2.00	Director	$0	$0	$0
J CHRISTOPHER COLLINS	COUNCILOR	2.00	Director	$0	$0	$0
JAMES DONNELLY	COUNCILOR	2.00	Officer Director	$0	$0	$0
JOHN HERRON JR	COUNCILOR	2.00	Director	$0	$0	$0
JULIAN DAVIS WADE	COUNCILOR	2.00	Director	$0	$0	$0
MEREDITH MCGILL	COUNCILOR	2.00	Director	$0	$0	$0
SAMANTHA MCDONALD	COUNCILOR	2.00	Director	$0	$0	$0
MANISHA SINHA	COUNCILOR	2.00	Director	$0	$0	$0
MARK A PETERSON	COUNCILOR	2.00	Director	$0	$0	$0
RICHARD D BROWN	COUNCILOR	2.00	Director	$0	$0	$0
SHARON BLOCK	COUNCILOR	2.00	Director	$0	$0	$0
SHERYL JAEGER	COUNCILOR	2.00	Director	$0	$0	$0
WENDY BELLION	COUNCILOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$7,798,791	$7,491,789	$120,286,066	$307,002
2024	$6,370,246	$7,188,668	$117,152,453	$-818,422
2023	$10,974,880	$7,076,269	$109,089,778	$3,898,611
2023	$10,974,880	$7,076,269	$109,089,778	$3,898,611
2022	$8,610,061	$6,684,491	$103,407,442	$1,925,570
2021	$9,559,298	$6,079,165	$122,268,688	$3,480,133
2020	$13,198,730	$6,911,829	$107,464,130	$6,286,901

AMERICAN ANTIQUARIAN SOCIETY