Form 990 for tax year 2022

Filed by AMERICAN ANTIQUARIAN SOCIETY.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 28 May 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed only on the earlier return

JAMES MORAN

Listed only on the later return

CARLA PETERSON
ELIZABETH REILLY
MARGARETTA LOVELL
ROBERT BACHELDER

Listed under a different title

JOHN HERRON JR: CHAIRMAN then CHAIR
PAUL S SPERRY: VICE CHAIRMAN then VICE CHAIR

Totals

Total revenue: $10,974,880
Total expenses: $7,076,269
Contributions and grants received: $4,940,828
Grants paid: $350,153
Program service revenue: $991,581
Investment income: $5,022,966
Other revenue: $19,505
Total assets, end of year: $109,089,778
Total liabilities, end of year: $4,878,267
Net assets or fund balances, end of year: $104,211,511
Program services expenses (Part IX): $5,484,599
Management and general expenses: $1,200,249
Fundraising expenses: $391,421
Program service expenses (Part III): $5,484,599

Program services were 77.5% 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.

1e · Government grants (contributions)

$207,763
1f · All other contributions, gifts and grants

$4,733,065
2a · Program service revenue: SALE OF PUBLICATIONS

total $899,536 · related or exempt $899,536
2b · Program service revenue: RENTAL FOR FELLOWSHIPS

total $39,735 · related or exempt $39,735
2c · Program service revenue: ROYALTIES

total $27,360 · related or exempt $27,360
2d · Program service revenue: MEETINGS, SEMINARS, COURSES

total $24,950 · related or exempt $24,950
3 · Investment income

total $3,441,004 · excluded $3,441,004
7a · Gross sales of assets other than inventory

securities $10,305,954
7b · Less cost or other basis and sales expenses

securities $8,723,992
7c · Gain or loss

securities $1,581,962
7d · Net gain or loss

total $1,581,962 · excluded $1,581,962
11a · Other revenue: MISC INCOME

total $11,438 · related or exempt $11,438
11b · Other revenue: COLLECTION SALES

total $8,067 · related or exempt $8,067
11e · Other revenue, total

$19,505

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $350,153 · program services $350,153
5 · Compensation of officers, directors and key employees

total $512,511 · program services $93,877 · management and general $230,291 · fundraising $188,343
7 · Other salaries and wages

total $3,179,085 · program services $2,460,798 · management and general $555,461 · fundraising $162,826
11c · Fees: accounting

total $62,258 · management and general $62,258
11f · Fees: investment management

total $226,485 · management and general $226,485
11g · Fees: other

total $69,496 · program services $10,292 · management and general $58,879 · fundraising $325
13 · Office expenses

total $63,600 · program services $44,696 · management and general $12,853 · fundraising $6,051
16 · Occupancy

total $604,312 · program services $577,476 · management and general $16,121 · fundraising $10,715
20 · Interest

total $175,609 · program services $175,609
22 · Depreciation, depletion and amortization

total $1,035,708 · program services $1,035,708
23 · Insurance

total $59,170 · program services $49,757 · management and general $5,379 · fundraising $4,034
24a · Other expenses: COLLECTION PURCHASES

total $480,036 · program services $479,945 · management and general $91
24b · Other expenses: COMPUTER OPERATIONS

total $189,619 · program services $158,078 · management and general $18,900 · fundraising $12,641
24c · Other expenses: EVENTS

total $42,155 · program services $37,760 · management and general $3,729 · fundraising $666
24d · Other expenses: PRINTING

total $20,899 · program services $9,847 · management and general $5,235 · fundraising $5,817
24e · All other expenses

total $5,173 · program services $603 · management and general $4,567 · fundraising $3

Balance sheet

Part X, book values.

2 · Savings and temporary cash investments

beginning of year $4,700,180 · end of year $8,917,187
3 · Pledges and grants receivable

beginning of year $1,612,838 · end of year $968,509
9 · Prepaid expenses and deferred charges

beginning of year $112,022 · end of year $32,808
10a · Land, buildings and equipment: cost or other basis

$38,897,368
10b · Land, buildings and equipment: accumulated depreciation

$11,543,221
10c · Land, buildings and equipment, net

beginning of year $28,118,589 · end of year $27,354,147
11 · Investments: publicly traded securities

beginning of year $51,174,055 · end of year $54,621,234
12 · Investments: other securities

beginning of year $15,977,895 · end of year $15,565,323
13 · Investments: program-related

beginning of year $1,553,128 · end of year $1,553,128
15 · Other assets

beginning of year $158,735 · end of year $77,442
17 · Accounts payable and accrued expenses

beginning of year $320,535 · end of year $205,379
20 · Tax-exempt bond liabilities

beginning of year $5,101,384 · end of year $4,595,446
25 · Other liabilities

beginning of year $158,735 · end of year $77,442
27 · Net assets without donor restrictions

beginning of year $27,345,267 · end of year $27,887,154
28 · Net assets with donor restrictions

beginning of year $70,481,521 · end of year $76,324,357

Mission and programs · 2022

Mission

SUPPORTS AND MAINTAINS A RESEARCH LIBRARY OF AMERICAN HISTORY AND CULTURE. OUR MISSION IS TO COLLECT, PRESERVE, AND MAKE AVAILABLE FOR STUDY THE PRINTED RECORD OF WHAT IS NOW THE UNITED STATES OF AMERICA FROM THE FIRST EUROPEAN SETTLEMENT THROUGH THE YEAR 1876. AS A LEARNED SOCIETY, WE OFFER A WIDE VARIETY OF PROGRAMS FOR DIVERSE AUDIENCES INCLUDING PROFESSIONAL SCHOLARS, PRE-COLLEGIATE, UNDERGRADUATE AND GRADUATE LEVEL STUDENTS AND EDUCATORS, PROFESSIONAL ARTISTS AND WRITERS, GENEALOGISTS, AND THE GENERAL PUBLIC.

Activities or mission (Part I)

THE AMERICAN ANTIQUARIAN SOCIETY IS BOTH A LEARNED SOCIETY AND NATIONAL RESEARCH LIBRARY OF PRE-TWENTIETH CENTURY AMERICAN HISTORY AND CULTURE. OUR MISSION IS TO COLLECT, PRESERVE AND MAKE AVAILABLE FOR STUDY THE PRINTED RECORD OF WHAT IS NOW THE UNITED STATES OF AMERICA FROM FIRST EUROPEAN SETTLEMENT THROUGH THE YEAR 1876. AS A LEARNED SOCIETY, WE OFFER A WIDE VARIETY OF PROGRAMS FOR DIVERSE AUDIENCES INCLUDING PROFESSIONAL SCHOLARS, PRE-COLLEGIATE UNDERGRADUATE AND GRADUATE LEVEL STUDENTS AND EDUCATORS, PROFESSIONAL ARTISTS AND WRITERS, GENEALOGISTS, AND THE GENERAL PUBLIC.

COLLECTION PURCHASES - TO INCREASE COLLECTION OF PRINTED MATERIALS RELATING TO AMERICAN HISTORY PRIOR TO 1876

Expenses $479,945 · Revenue $8,067
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 $4,654,501 · Revenue $938,334
RESEARCH - TO SUPPORT FELLOWSHIP PROGRAM FOR 45 FELLOWS AND OTHER EDUCATIONAL SEMINARS

Expenses $350,153 · Grants $350,153 · Revenue $64,685

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

Listed in Part VII

JOHN HERRON JR

CHAIRMAN

Total calculated

$0

Hours/week

2
PAUL S SPERRY

VICE CHAIRMAN

Total calculated

$0

Hours/week

2
GEORGE W TETLER III

RECORDING SECRETARY

Total calculated

$0

Hours/week

2
RICHARD D BROWN

SECRETARY FOR FOREIGN CORR

Total calculated

$0

Hours/week

2
ANN V FABIAN

SECRETARY FOR DOMESTIC COR

Total calculated

$0

Hours/week

2
JAMES DONNELLY

TREASURER

Total calculated

$0

Hours/week

2
NICK ARETAKIS

COUNCILOR

Total calculated

$0

Hours/week

2
DEBORAH HALL

COUNCILOR

Total calculated

$0

Hours/week

2
J CHRISTOPHER COLLINS

COUNCILOR

Total calculated

$0

Hours/week

2
SHERYL JAEGER

COUNCILOR

Total calculated

$0

Hours/week

2
DERRICK R SPIRES

COUNCILOR

Total calculated

$0

Hours/week

2
JULIAN DAVIS WADE

COUNCILOR

Total calculated

$0

Hours/week

2
MARK A PETERSON

COUNCILOR

Total calculated

$0

Hours/week

2
CRAIG S WILDER

COUNCILOR

Total calculated

$0

Hours/week

2
WENDY BELLION

COUNCILOR

Total calculated

$0

Hours/week

2
HAL ESPO

COUNCILOR

Total calculated

$0

Hours/week

2
CHRISTINE LOKER

COUNCILOR

Total calculated

$0

Hours/week

2
ROSALIND REMER

COUNCILOR

Total calculated

$0

Hours/week

2
MANISHA SINHA

COUNCILOR

Total calculated

$0

Hours/week

2
SCOTT E CASPER

PRESIDENT

Total calculated

$281,042

From this org

$258,362

From related orgs

$0

Other

$22,680

Hours/week

35

Schedule J breakdown matched by us

Base

$258,362

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$22,680

Filer's total

$281,042
KRISTEN BALASH

VP FOR FINANCE AND ADMINIS

Total calculated

$74,026

From this org

$71,048

From related orgs

$0

Other

$2,978

Hours/week

35
JAMES MORAN

VP FOR PROGRAMS AND OUTREA

Total calculated

$121,175

From this org

$112,979

From related orgs

$0

Other

$8,196

Hours/week

35
LAUREN HEWES

VP COLLECTIONS

Total calculated

$131,495

From this org

$120,190

From related orgs

$0

Other

$11,305

Hours/week

35
ELIZABETH KOPLEY

VP ADVANCEMENT

Total calculated

$157,444

From this org

$146,858

From related orgs

$0

Other

$10,586

Hours/week

35

Schedule J breakdown matched by us

Base

$145,858

Bonus

$1,000

Other

$0

Deferred

$0

Nontaxable benefits

$10,586

Filer's total

$157,444
NAN WOLVERTON

VP PROGRAMS

Total calculated

$100,532

From this org

$86,907

From related orgs

$0

Other

$13,625

Hours/week

35
ANDREW CARIGLIA

HEAD OF BUILDINGS AND GROU

Total calculated

$124,080

From this org

$107,971

From related orgs

$0

Other

$16,109

Hours/week

40
ALAN DEGUTIS

HEAD OF CATALOGING

Total calculated

$126,136

From this org

$102,406

From related orgs

$0

Other

$23,730

Hours/week

35

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

2 · Substantiation required before reimbursing expenses
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

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.

Provenance

Return type: form_990
Tax year: 2022
Filed: 21 March 2024
IRS schema version: 2022v5.0
Source object: 202440819349300639

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