Nonprofit · EIN 26-4788700
SUSAN B ANTHONY LIST INC EDUCATION FUND
Also known as CHARLOTTE LOZIER INSTITUTE
Tax-exempt · ARLINGTON, VA 22206
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $10,922,264 | $9,359,108 | $1,563,156 | $8,878,250 | $4,238,265 | $4,639,985 |
| December 31, 2023 | 990 | $8,023,949 | $8,003,307 | $20,642 | $6,869,009 | $3,883,781 | $2,985,228 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $10,541,530
- Program service revenue
- $0
- Investment income
- $363,234
- Net gain from sales of assets
- -$265
- Other revenue
- $17,500
Expenses
- Grants and similar amounts paid
- $60,000
- Compensation of officers, directors and key employees
- $442,685
- Other salaries and wages
- $4,039,980
- Salaries, compensation and benefits (total)
- $5,288,029
- Professional fundraising fees
- $102,500
- Legal fees
- $139,578
- Accounting fees
- $47,294
- Occupancy
- $293,889
- Travel
- $263,796
- Depreciation
- $268,922
- Program services (functional)
- $7,837,402
- Management and general (functional)
- $857,016
- Fundraising (functional)
- $664,690
Balance sheet and other
- Total assets, start of year
- $6,869,009
- Total assets, end of year
- $8,878,250
- Total liabilities, end of year
- $4,238,265
- Net assets, end of year
- $4,639,985
- Land, buildings and equipment
- $345,928
- Publicly traded securities
- $7,523,325
- Net assets without donor restrictions
- $3,604,380
- Net assets with donor restrictions
- $1,035,605
- Gross receipts
- $18,300,529
- Employees
- 76
- Volunteers
- 5
- Year formed
- 2009
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Marjorie Dannenfelser | SBA List President Highest-paid employee | 6 | $0 | $425,000 | $15,586 |
| Emily Midgette | Executive Vice President Officer | 10 | $0 | $332,424 | $45,168 |
| Frank Cannon | Chief Political Strategist Key employee | 8 | $0 | $331,731 | $29,640 |
| William Valentine II | Vice President of Political Affairs Key employee | 0.5 | $0 | $278,596 | $45,237 |
| Autumn Christiansen | Vice President of Public Policy Highest-paid employee | 24 | $0 | $216,516 | $39,896 |
| Karen Czarnecki | Executive Director, CLI Officer | 40 | $224,701 | $0 | $25,749 |
| Jennifer Gross | VP of Administration/Treasurer Officer | 20 | $0 | $200,957 | $44,173 |
| Christina Chappell | Vice President of Advancement Highest-paid employee | 12 | $0 | $208,704 | $30,439 |
| Charles Donovan | President (part year) Officer | 40 | $174,389 | $0 | $17,846 |
| Ingrid Skop | VP & Dir. of Medical Affairs Highest-paid employee | 40 | $162,250 | $0 | $7,823 |
| James Studnicki | Vice President of Data Analytics Highest-paid employee | 40 | $152,644 | $0 | $1,211 |
| Susan B Anthony List Inc | Trustee Institutional trustee | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Marjorie Dannenfelser | SBA List President Highest-paid employee | 8 | $0 | $424,827 | $15,003 |
| Emily Midgette | Executive Vice President Officer | 8 | $0 | $332,029 | $42,421 |
| Frank Cannon | Chief Political Strategist Key employee | 8 | $0 | $294,480 | $14,886 |
| William Valentine II | Vice President of Political Affairs Key employee | 8 | $0 | $250,300 | $39,278 |
| Charles Donovan | President Officer | 40 | $227,834 | $0 | $23,477 |
| Jennifer Gross | VP of Administration/Treasurer Officer | 12 | $0 | $193,993 | $37,187 |
| David Prentice | VP of Research Highest-paid employee | 40 | $160,206 | $0 | $32,636 |
| Tara Sander Lee | Sr. Fellow & Dir. of Life Science Highest-paid employee | 40 | $133,354 | $0 | $36,672 |
| Ingrid Skop | VP & Dir. of Medical Affairs Highest-paid employee | 40 | $156,346 | $0 | $7,515 |
| James Studnicki | Vice President of Data Analytics Highest-paid employee | 40 | $146,250 | $0 | $1,138 |
| Susan B Anthony List Inc | Trustee Institutional trustee | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2800 S SHIRLINGTON RD STE 1200, ARLINGTON, VA 22206-3616
- In care of
- % EMILY BUCHANAN
- Principal officer (990 for 2024)
- Karen Czarnecki, 2776 S Arlington Mill Drive 803, Arlington, VA 22206
- Signed the 990
- Karen Czarnecki, Executive Director
- Phone
- (202) 223-8073
- Return prepared by
- CRI Capin Crouse Advisors LLC
Mission
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.
Program accomplishments
- 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.Expenses $4,100,759 · grants $60,000 · revenue $17,500
- 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.Expenses $3,736,643
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-4788700
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Civil rights, social action and advocacy (R24)
- Assets (IRS master file)
- $8,878,250
- Income (IRS master file)
- $18,300,529
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $10,922,264 | $9,359,108 | $8,878,250 | XML |
| 990 | December 2023 | $8,023,949 | $8,003,307 | $6,869,009 | XML |
| 990 | December 2022 | $9,892,145 | $10,449,917 | $6,792,830 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-4788700).
Questions about SUSAN B ANTHONY LIST INC EDUCATION FUND
- What is the EIN of SUSAN B ANTHONY LIST INC EDUCATION FUND?
- The employer identification number (EIN) of SUSAN B ANTHONY LIST INC EDUCATION FUND is 26-4788700.
- Is SUSAN B ANTHONY LIST INC EDUCATION FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to SUSAN B ANTHONY LIST INC EDUCATION FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUSAN B ANTHONY LIST INC EDUCATION FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUSAN B ANTHONY LIST INC EDUCATION FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUSAN B ANTHONY LIST INC EDUCATION FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SUSAN B ANTHONY LIST INC EDUCATION FUND?
- The 990 for the year ended December 31, 2024 names Karen Czarnecki.
- Who are the officers and directors of SUSAN B ANTHONY LIST INC EDUCATION FUND?
- The 990 for the year ended December 31, 2024 lists 12 people; 4 received compensation from the organization.
- How much revenue does SUSAN B ANTHONY LIST INC EDUCATION FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $10,922,264, expenses of $9,359,108 and total assets of $8,878,250 at year end.
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