2024-11-01T13:46:55+00:00 2023-12-31 363990892 Capin Crouse LLP 1330 Avenue of the Americas Suite 2 3A New York NY 10019 990 2023-01-01 264788700 Susan B Anthony List Education Fund SUSA 2022238073 2776 S Arlington Mill Drive 803 Arlington VA 22206 Karen Czarnecki Executive Director 2022238073 2024-11-01 true true Daren Daiga P01074795 5055022746 2024-11-01 2023 2024-10-15 13:58:12Z Charlotte Lozier Institute Karen Czarnecki 2776 S Arlington Mill Drive 803 Arlington VA 22206 15735010 false X www.lozierinstitute.org , www.herplan.org X 2009 VA Research and educational communications on abortion and the right to life 1 0 62 8 0 0 9808353 7679255 0 0 83564 323644 228 21050 9892145 8023949 425800 25821 0 0 4117810 4605337 0 992611 5906307 3372149 10449917 8003307 -557772 20642 6792830 6869009 3828360 3883781 2964470 2985228 X 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 true 3783281 25821 21050 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. 2500651 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 2023, the program operated nationally and in 25 states, with state coordinators in 8 states, and a custom filterable online platform to host our directory of over 4000 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. 6283932 true true false true false false false false false true false false false true false true true false false false false false false false false false true false true false false false false false false false false true false false false false true false true false true 35 0 true 62 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 true true true true true true true false CA CT FL GA AL HI IL KS KY AK MD MA MI MN MS NH NJ NM NY NC OK OR PA AZ RI SC TN UT VA 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 40.0 X 227834 0 23477 Emily Midgette Executive Vice President 8.0 32.5 X 0 332029 42421 Jennifer Gross VP of Administration/Treasurer 12.0 29.0 X 0 193993 37187 Frank Cannon Chief Political Strategist 8.0 32.0 X 0 294480 14886 William Valentine II Vice President of Political Affairs 8.0 32.0 X 0 250300 39278 David Prentice VP of Research 40.0 X 160206 0 32636 Ingrid Skop VP & Dir. of Medical Affairs 40.0 X 156346 0 7515 James Studnicki Vice President of Data Analytics 40.0 X 146250 0 1138 Marjorie Dannenfelser SBA List President 8.0 33.0 X 0 424827 15003 Tara Sander Lee Sr. Fellow & Dir. of Life Science 40.0 X 133354 0 36672 823990 1495629 250213 7 false true false CRC Advisors Inc 2850 Eisenhower Ave First Floor Alexandria VA 22314 Media Consulting 220000 Digital Alchemy PO Box 3337 Matthews NC 28106 Web Consulting 214424 Dentons US LLP Dept 3078 Carol Stream IL 60132 Legal Services 108449 3 7679255 36635 7679255 0 0 0 0 0 323169 323169 0 0 7711536 7711061 475 0 475 475 21050 21050 0 0 21050 8023949 21050 0 323644 X 25821 25821 0 0 251311 184016 28135 39160 3679980 2695826 393133 591021 82976 55609 13580 13787 311549 229004 37938 44607 279521 216544 33004 29973 108449 92170 10813 5466 46363 46363 1290109 1176550 20288 93271 225225 225225 172093 136452 17279 18362 262595 204083 22620 35892 310044 233441 30263 46340 218211 188634 15561 14016 83635 75728 738 7169 191869 191869 73218 54707 7156 11355 Mailings/Communications 186521 165565 764 20192 203817 132688 49129 22000 8003307 6283932 726764 992611 835439 791560 150000 543 0 0 0 0 0 40971 14202 579072 195379 359475 383693 5406945 5679011 0 0 0 0 6792830 6869009 377835 370153 0 0 3450525 3513628 3828360 3883781 X 2485769 2685228 478701 300000 2964470 2985228 6792830 6869009 20642 116 0 X false true X true false X 3989178 6433495 9954809 9808353 7679255 37865090 0 0 3989178 6433495 9954809 9808353 7679255 37865090 7246859 30618231 71 243 84304 323169 407787 0 116 1400 200 228 21050 22994 38295871 0 0.7995 0.8306 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISC. INCOME, COLUMN A - 116.0, COLUMN B - 1400.0, COLUMN C - 200.0, COLUMN D - 228.0, COLUMN E - 21050.0, COLUMN F - 22994.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 8003307 8003307 550165 0 137541 0 0 361220 672685 672496 550165 2256566 3384849 75000 0 0 0 75000 90305 163171 168124 137541 559141 838712 75000 0 0 0 75000 Schedule C, Part II-A 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 3913 762 574397 191466 382931 383693 Due to related entities 3513628 3513628 8024065 116 0 116 8023949 0 0 8023949 8003307 0 0 8003307 0 0 8003307 true Contend Projects 4668 N Dittmar Rd Arlington VA 22207 414157401 501(c)(3) 11500 Curriculum project Watson Bowes Research Institute (Project of AAPLOG) 1025 W Rudisil Blvd Box 28 Fort Wayne IN 46807 237347367 501(c)(3) 9000 Research of APR 2 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 303279 0 28750 0 0 0 13200 0 29221 0 374450 0 0 Charles Donovan President 227834 0 0 0 0 0 4335 0 19142 0 251311 0 0 0 Jennifer Gross VP of Administration/Treasurer 0 193993 0 0 0 0 0 8172 0 29015 0 231180 0 0 Frank Cannon Chief Political Strategist 0 294480 0 0 0 0 0 0 0 14886 0 309366 0 0 William Valentine II Vice President of Political Affairs 0 250300 0 0 0 0 0 10423 0 28855 0 289578 0 0 Marjorie Dannenfelser SBA List President 0 396900 0 27927 0 0 0 13200 0 1803 0 439830 0 0 David Prentice VP of Research 160206 0 0 0 0 0 6770 0 25866 0 192842 0 0 0 Tara Sander Lee Sr. Fellow & Dir. of Life Science 133354 0 0 0 0 0 5712 0 30960 0 170026 0 0 0 Ingrid Skop VP & Dir. of Medical Affairs 156346 0 0 0 0 0 6254 0 1261 0 163861 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments The organization made nonfixed payments in the form of discretionary bonuses. X 6 36635 Selling cost 0 false false false Schedule M, Part I The number of contributions represent the number of contributions received, not the number of items donated. Form 990, Part III, Line 3 Significant changes in program services In 2023, the organization ceased conducting the national program to educate Americans about the highly anticipated Dobbs v Jackson Women's Health Organization Supreme Court case because we have shifted our focus to acting on the various effects that have come out of the ruling in that case through our existing programs. 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 President, 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 President and key employees. The organization's trustee reviews and approves the compensation study and sets salary ranges for the President 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 Misc. Revenue - Total Revenue: 21050, Related or Exempt Function Revenue: 21050, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Consulting - Total Expense: 653826, Program Service Expense: 552370, Management and General Expenses: 9146, Fundraising Expenses: 92310; Research - Total Expense: 605660, Program Service Expense: 605660, Management and General Expenses: , Fundraising Expenses: ; Contract Services - Total Expense: 18520, Program Service Expense: 18520, Management and General Expenses: , Fundraising Expenses: ; Payroll processing fees - Total Expense: 12103, Program Service Expense: , Management and General Expenses: 11142, Fundraising Expenses: 961; 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 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 1018683 Actual Cost Susan B Anthony List Inc O 1783843 Cost of Actual and Average Hours Susan B Anthony List Inc P 2675272 Actual Cost Susan B Anthony List Inc Q 64151 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.