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Governance Register
US nonprofit · EIN 042103652 · Worcester, MAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 042103652) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 August 2025: assets, liabilities, staff, website, telephone, pay.Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

American Antiquarian Society's network

22 people14 organisationsi22 people and 14 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (22). Violet dotted lines (16) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

22 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 23 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Paul S Sperry ChairChair2020
6 yrs
Ann V FabianSecretary for Foreign Cor2020
6 yrs
Christine LokerCouncilor2022
4 yrs
Craig S WilderSecretary for Domestic Cor2020
6 yrs
Deborah HallCouncilor2023
3 yrs
Derrick R SpiresCouncilor2023
3 yrs
Douglas BrownCouncilor2024
2 yrs
George W Tetler IIITreasurer2020
6 yrs
J Christopher CollinsCouncilor2020
6 yrs
James DonnellyCouncilor2020
6 yrs
John Herron JRCouncilor2020
6 yrs
Julian Davis WadeCouncilor2023
3 yrs
Manisha SinhaCouncilor2022
4 yrs
Mark A PetersonCouncilor2020
6 yrs
Meredith McGillCouncilor2025
1 yr
Nick AretakisRecording Secretary2020
6 yrs
Richard D BrownCouncilor2020
6 yrs
Rosalind RemerVice Chair2022
4 yrs
Samantha McDonaldCouncilor2025
1 yr
Sharon BlockCouncilor2024
2 yrs
Sheryl JaegerCouncilor2023
3 yrs
Wendy BellionCouncilor2022
4 yrs
Under 5 years5 to 6 years6 years or moreShow all 22 →

Officers and senior leadership

11 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Alan DegutisProgram Managersince 2020
Andrew CarigliaHead of Buildings and Groundssince 2020
Elizabeth KopleyVP Advancementsince 2020
James MoranVP for Programs and Outreachsince 2020
Kristen BalashVP for Finance and Adminissince 2022
Lauren HewesVP Collectionssince 2022
Mary L SwainVP Advancement2025
Megan FraserMcCorison Librariansince 2020
NAN WolvertonVP Programssince 2022
Scott E CasperPresidentsince 2022
Susan ForgitVP for Finance and Administrationsince 2020

Pay and hours

year to 31 August 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Scott E CasperPresident35$268k$26k
Mary L SwainVP Advancement35$152k$10k
Nan WolvertonVP Programs35$140k$16k
Kristen BalashVP for Finance and Adminis35$136k$14k
Lauren HewesVP Collections35$134k$22k
Andrew CarigliaHead of Buildings and Grou40$119k$19k
Paul S SperryChair2$0
Rosalind RemerVice Chair2$0
George W Tetler IIITreasurer2$0
Nick AretakisRecording Secretary2$0
Craig S WilderSecretary for Domestic Cor2$0
Ann V FabianSecretary for Foreign Cor2$0
Christine LokerCouncilor2$0
Deborah HallCouncilor2$0
Derrick R SpiresCouncilor2$0
Douglas BrownCouncilor2$0
J Christopher CollinsCouncilor2$0
James DonnellyCouncilor2$0
John Herron JrCouncilor2$0
Julian Davis WadeCouncilor2$0
Meredith McGillCouncilor2$0
Samantha McDonaldCouncilor2$0
Manisha SinhaCouncilor2$0
Mark A PetersonCouncilor2$0
Richard D BrownCouncilor2$0
Sharon BlockCouncilor2$0
Sheryl JaegerCouncilor2$0
Wendy BellionCouncilor2$0

About

Legal name
American Antiquarian Society
EIN
042103652
Address
185 Salisbury St, Worcester, MA, 01609-1636
State
Massachusetts
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... (as filed on the Form 990)
Activity (NTEE)
B700 Education
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Education
Size band
9 (IRS master file code)
Formed
1812
Principal officer
Scott E Casper (as named on the Form 990)
IRS ruling date
1 June 1929
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2025
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥6years on the filingsPaul S Sperry
≥6years on the filingsAnn V Fabian
≥6years on the filingsCraig S Wilder
≥6years on the filingsGeorge W Tetler III

Latest return

year to 31 August 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 August 2025. US dollars, as filed.
Total assets
$120.3m
Total liabilities
$4.2m
Net assets or fund balances
$116.1m
Contributions and grants received
$1.9m
Program service revenue
$824k
Grants and similar paid out
$339k
Employees
57
Volunteers
35

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2023$6.4m$7.2mDeficit $818k

As filed on the IRS Form 990. US dollars.