2025-10-30T11:08:57+00:00 2024-12-31 332621854 CRI Capin Crouse Advisors LLC 345 Massachusetts Ave Suite 300 Indianapolis IN 46204 990 2024-01-01 264788700 Susan B Anthony List Education Fund SUSA 2022238073 2776 S Arlington Mill Drive 803 Arlington VA 22206 Karen Czarnecki Executive Director 2022238073 2025-10-30 true true Daren Daiga P01074795 5055022746 2025-10-30 2024 2025-03-06 01:10:19Z Charlotte Lozier Institute Karen Czarnecki 2776 S Arlington Mill Drive 803 Arlington VA 22206 18300529 false X www.lozierinstitute.org , www.herplan.org X 2009 VA Research and educational communications on abortion and the right to life 1 0 76 5 0 7679255 10541530 0 0 323644 363234 21050 17500 8023949 10922264 25821 60000 0 0 4605337 5288029 0 102500 664690 3372149 3908579 8003307 9359108 20642 1563156 6869009 8878250 3883781 4238265 2985228 4639985 Susan B. Anthony List Education Fund, d/b/a Charlotte Lozier Institute (CLI) is formed for the express purpose of research and educational communications on abortion and the right to life as well as the legal defense of freedom of speech. false false 4100759 60000 17500 Education and Research - CLI continues to serve as the pre-eminent national organization dedicated to science-based and factual research on pro-life issues such as the harm of abortion drugs, fetal development, state abortion reporting, maternal mortality, abortion and mental health and pregnancy resource centers. In addition, an inter-disciplinary team of staff and associate scholars continue to publish peer-reviewed studies as well as educate policymakers and the public through federal and state testimony, amicus briefs, published articles, presentations, and web resources. 3736643 0 0 Her PLAN facilitates collaboration between assistance providers and their communities to empower women and families through medical, social, and material support. Her PLAN was initially launched with pilot programs in Georgia and northern Virginia with the purpose of designing and populating a directory of assistance providers spanning seven categories of care, which address the reasons women cite for turning to abortion. In 2024, the program operated in 29 states, with state coordinators in 10 states, and a custom filterable online platform to hosts our directory of over 5,000 listings of providers ready to serve women and families. Her PLAN also offers a curriculum called "Pathways" which facilitates collaborations between churches and assistance providers. 7837402 true true false true false false false false false false true false false false true false true true false false false false false true false false false true false true false false false false false false false false false false true false false false false true false false true false true 30 0 true 76 true false false false false false false false false false false false false X 1 0 false false false false false true false true true false false false false true true true true true true true false false CA CT FL GA AL HI IL KS KY AK MD MA MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA AR WV WI X Jennifer Gross 2022238073 2776 S Arlington Mill Drive 803 Arlington VA 22206 Susan B Anthony List Inc Trustee 2.0 X 0 0 0 Charles Donovan President (part year) 40.0 X 174389 0 17846 Emily Midgette Executive Vice President 10.0 30.0 X 0 332424 45168 Jennifer Gross VP of Administration/Treasurer 20.0 20.5 X 0 200957 44173 Karen Czarnecki Executive Director, CLI 40.0 X 224701 0 25749 Frank Cannon Chief Political Strategist 8.0 32.0 X 0 331731 29640 William Valentine II Vice President of Political Affairs 0.5 39.5 X 0 278596 45237 Autumn Christiansen Vice President of Public Policy 24.0 16.0 X 0 216516 39896 Christina Chappell Vice President of Advancement 12.0 28.0 X 0 208704 30439 Ingrid Skop VP & Dir. of Medical Affairs 40.0 X 162250 0 7823 James Studnicki Vice President of Data Analytics 40.0 X 152644 0 1211 Marjorie Dannenfelser SBA List President 6.0 34.5 X 0 425000 15586 713984 1993928 302768 5 false true false CRC Advisors Inc 2850 Eisenhower Ave First Floor Alexandria VA 22314 Consulting & Targeted Advertising 240000 Dentons US LLP Dept 3078 Carol Stream IL 60132 Legal Services 104598 Next After 5810 Tennyson Parkway 102 Plano TX 75024 Digital fundraising advertising 102500 3 10541530 90596 10541530 0 0 0 0 0 363499 363499 0 0 7378000 7378265 -265 0 -265 -265 0 17500 17500 0 0 17500 10922264 17500 0 363234 X 60000 60000 0 0 442685 351518 54662 36505 4039980 3215258 495407 329315 76870 55785 13384 7701 404452 313100 53570 37782 324042 263213 35911 24918 139578 122300 10720 6558 47294 47294 102500 102500 1433306 1419749 12409 1148 62828 62578 250 205847 163391 14881 27575 247710 194971 16326 36413 293889 233886 36089 23914 263796 249087 4688 10021 110373 100619 9754 268922 268922 68988 54892 8468 5628 Mailings/Communications 588732 574787 13945 177316 133346 29258 14712 9359108 7837402 857016 664690 791560 983067 543 16830 0 0 0 0 14202 9100 810229 464301 383693 345928 5679011 7523325 0 0 0 0 6869009 8878250 370153 254549 0 0 3513628 3983716 3883781 4238265 X 2685228 3604380 300000 1035605 2985228 4639985 6869009 8878250 X 1563156 -155 91756 X false true true false X 6433495 9954809 9808353 7679255 10541530 44417442 0 0 6433495 9954809 9808353 7679255 10541530 44417442 6117123 38300319 71 243 84304 323169 363499 771286 0 1400 200 228 21050 17500 40378 45229106 0 0.84681 0.79952 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISC. INCOME, COLUMN A - 1400.0, COLUMN B - 200.0, COLUMN C - 228.0, COLUMN D - 21050.0, COLUMN E - 17500.0, COLUMN F - 40378.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 9256608 0 9256608 0 612830 0 153208 0 0 0 0 0 672685 672496 550165 612830 2508177 3762265 0 0 0 0 0 163171 168124 137541 153208 622044 933066 0 0 0 0 0 Schedule C, Part II-A Per the IRS instructions, the organization is required to complete Schedule C because they have a 501(h) election in place. During the year, the organization did not have any lobbying activity to report. 4675 4317 358 805554 459984 345570 345928 Federal Income Taxes Due to related entities 3983716 3983716 11013865 -155 91756 91601 10922264 0 0 10922264 9359108 0 0 9359108 0 0 9359108 Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Reversal of grant expense - 91756 X true Next After 5810 Tennyson Parkway 102 Plano TX 75024 Digital Solicitations false 800 102500 -101700 800 102500 -101700 CA CT FL GA AL HI IL KS KY AK MD MA MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA AR WV WI true AAPLOG 1025 W Rudisil Blvd Box 28 Fort Wayne IN 46807 237347367 501(c)(3) 60000 Med Ed CME Project 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds The organization monitors the grants through reports and communications with the recipient organizations. Through these communications the organization is confident that the use of the funds aligns with our exempt purposes and 501(c)(3) tax status. X X X false false false false false false false true false Emily Midgette Executive Vice President 0 332424 0 0 0 0 0 11420 0 33748 0 377592 0 0 Karen Czarnecki Executive Director, CLI 224701 0 0 0 0 0 0 0 25749 0 250450 0 0 0 Jennifer Gross VP of Administration/Treasurer 0 200957 0 0 0 0 0 8501 0 35672 0 245130 0 0 Charles Donovan President (part year) 140008 0 34381 0 0 0 5662 0 12184 0 192235 0 0 0 Frank Cannon Chief Political Strategist 0 331731 0 0 0 0 0 10274 0 19366 0 361371 0 0 William Valentine II Vice President of Political Affairs 0 278596 0 0 0 0 0 11596 0 33641 0 323833 0 0 Marjorie Dannenfelser SBA List President 0 425000 0 0 0 0 0 13800 0 1786 0 440586 0 0 Autumn Christiansen Vice President of Public Policy 0 216516 0 0 0 0 0 9002 0 30894 0 256412 0 0 Christina Chappell Vice President of Advancement 0 208704 0 0 0 0 0 8546 0 21893 0 239143 0 0 Ingrid Skop VP & Dir. of Medical Affairs 162250 0 0 0 0 0 6490 0 1333 0 170073 0 0 0 James Studnicki Vice President of Data Analytics 152644 0 0 0 0 0 0 0 1211 0 153855 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments The organization made nonfixed payments in the form of discretionary bonuses. 5 90596 Selling cost 0 false true false Schedule M, Part I The number of contributions represent the number of contributions received, not the number of items donated. Form 990, Part IV, Line 4 In some tax years, Susan B. Anthony List Education Fund incurs lobbying expenses. Susan B. Anthony List Education Fund did not have lobbying activities, as defined by the instructions to the Form 990, for the tax period reported. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Susan B. Anthony List, Inc. shall serve as the sole Trustee of Susan B. Anthony Education Fund. Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is prepared by an independent CPA firm. It is reviewed in detail by the Executive DIrector, CLI, Executive Vice President, Vice President of Administration/Treasurer and legal counsel. The entire board receives a copy of the final 990 after it is filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy Officers, board members and key employees sign annual conflict of interest statements which are reviewed by the Executive Vice President. The SBA List President reviews the conflict of interest statement of the Executive Vice President. At board meetings, board members are reminded to abstain from voting on matters where they may have a conflict. Form 990, Part VI, Line 15a Process to establish compensation of top management official The organization uses a compensation consultant along with a compensation study to determine and set the compensation for its Executive Director and key employees. The organization's trustee reviews and approves the compensation study and sets salary ranges for the Executive Director and key employees. The process is documented in the minutes. Form 990, Part VI, Line 15b Process to establish compensation of other employees See narrative for Form 990, Part VI, Line 15a. Form 990, Part VI, Line 19 Required documents available to the public The organization makes these documents available in accordance with applicable law. Form 990, Part VII, Section B, Line 2 Per the IRS filing instructions, the organization has reported, as applicable, the gross payments made to independent contractors that include the expenses and fees when the expenses have not been separately reported to the organization. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Miscellaneous Revenue - Total Revenue: 17500, Related or Exempt Function Revenue: 17500, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Consulting - Total Expense: 585356, Program Service Expense: 574928, Management and General Expenses: 10428, Fundraising Expenses: ; Research - Total Expense: 788124, Program Service Expense: 788124, Management and General Expenses: , Fundraising Expenses: ; Contract Services - Total Expense: 43938, Program Service Expense: 43938, Management and General Expenses: , Fundraising Expenses: ; Payroll processing fees - Total Expense: 15888, Program Service Expense: 12759, Management and General Expenses: 1981, Fundraising Expenses: 1148; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Reversal of grant expense - 91756; Total - 91756; Form 990, Item C, Doing Business As: Susan B. Anthony Pro-Life America Education Fund Susan B. Anthony Education Fund Her PLAN Legal Defense Fund Susan B Anthony List Inc 2776 S Arlington Mill Drive 803 Arlington VA 22206 541850126 To end abortion via activist training and passage of legislation VA 501(c)(4) NA false Susan B Anthony List Inc Candidate Fund 2776 S Arlington Mill Drive 803 Arlington VA 22206 911997518 Political Action Committee VA 527 Susan B Anthony List Inc false Women Speak Out PAC 2776 S Arlington Mill Drive 803 Arlington VA 22206 461004594 Political Action Committee VA 527 Susan B Anthony List Inc false Susan B Anthony List Action PAC 2776 S Arlington Mill Drive 803 Arlington VA 22206 832112869 Political Action Committee VA 527 Susan B Anthony List Inc false Pro-Life America General Purpose Committee 1707 1/2 Post Oak Blvd Box 663 Houston TX 770568073 845090996 Political Action Committee TX 527 Susan B Anthony List Inc false Women Speak Out Virginia 2776 S Arlington Mill Drive 803 Arlington VA 22206 462196211 Political Action Committee VA 527 Susan B Anthony List Inc false Protect Women Ohio Action Inc 2776 S Arlington Mill Drive 803 Arlington VA 22206 923338292 State Ballot Activity VA 501(c)(4) Susan B Anthony List Inc false Pro-Life America PAC 2776 S Arlington Mills 803 Arlington VA 22206 882218379 Political Action Committee VA 527 Susan B Anthony List Inc false Protect Women Florida Action Inc 2776 S Arlington Mill Drive Arlington VA 22206 992360813 State Ballot Activity VA 501(c)(4) Susan B Anthony List Inc false false false false false false false false false false false false false false true true true true false false Susan B Anthony List Inc N 1232686 Actual Cost Susan B Anthony List Inc O 2005719 Cost of Actual and Average Hours Susan B Anthony List Inc P 2730511 Actual Cost Schedule R, Part II Direct control over the listed Section 527 organizations is exercised by the Susan B. Anthony List Inc., a Section 501(c)(4) social welfare organization. The Susan B. Anthony List Education Fund does not directly or indirectly control any of the listed Section 527 organizations in any way.