Susan B Anthony List Education Fund

Nonprofit profile at a glance

EIN
264788700
IRS 990 coverage
2012–2024
Forms available
Form 990 2024
Location
Arlington, VA, USA
Phone
2022238073
Rating
71
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Women's Rights

Reported finances

Revenue
$10,922,264
Expenses
$9,359,108
Assets
$8,878,250
Liabilities
$4,238,265

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • Charles Donovan (President (part year))
  • Emily Midgette (Executive Vice President)
  • Karen Czarnecki (Executive Director, CLI)
  • William Valentine II (Vice President of Political Affairs)
  • Autumn Christiansen (Vice President of Public Policy)
  • Christina Chappell (Vice President of Advancement)

Highest reported compensation

  • Marjorie Dannenfelser (SBA List President): $440,586 total reported compensation
  • Emily Midgette (Executive Vice President): $377,592 total reported compensation
  • Frank Cannon (Chief Political Strategist): $361,371 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Donor-supported. 97% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 88
  • Accountability: 37
  • Sustainability: 51
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.7%; rating input score 73
  • Program expense ratio: 83.7%; rating input score 84
  • Fundraising efficiency: $15.86 raised per $1 spent on fundraising; rating input score 51; 51st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 3rd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 14.3%; rating input score 75; 75th percentile among comparable filings
  • Total-asset coverage ratio: 0.95; rating input score 34; 34th percentile among comparable filings
  • Liabilities to assets ratio: 0.48; rating input score 30; 30th percentile among comparable filings
  • Officer compensation ratio: 10.9%; rating input score 17; 17th percentile among comparable filings

Growth

  • Program expense growth: 21.6% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: 20.6% per year; rating input score 100; 92nd percentile among comparable filings
  • Asset growth: 27.5% per year; rating input score 100; 95th percentile among comparable filings

Details

  • Where the money goes: 72.7% of revenue deployed · 83.7% of spending went to programs
  • Governance: 0 of 1 board members independent · 8 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $7.8M in reported program spending
  • Leadership: top reported pay $441K · 12 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $447K reported
  • Consistency: 39 of 39 current checks pass
  • Schedules: 10 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 12 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: 10 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • Review — Financial Efficiency: Fundraising efficiency scored 51/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • High — Sustainability: Officer compensation ratio scored 17/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 30/100.