Susan B Anthony List Inc Education Fund
Public records show a registered, tax-exempt organization in good standing.
What it says it does
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.
- Income
- $10.9 million
- Spending
- $9.4 million
- Spent on programs
- 84%
- Reserves
- 4.2 months of spending
- Largest source of income
- donations and private grants, 97%
- Employees
- 76
- Volunteers
- 5
- Highest pay
- $440,586, sba list president
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 75 out of 100. Higher than 42% of charities in its peer group (civil rights, $10m to $100m).
Reserves
20 of 35Spendable reserves would cover 4.2 months of spending.
Debt
10 of 20It owes 48% of what it owns.
Living within its means
15 of 15Income exceeded spending by 14% of income.
Income trend
15 of 15Income rose 36% on the year before.
Spending floor
15 of 1584% of spending went to programs and raising each dollar of donations cost 6 cents.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Fair: 65 out of 100. Higher than 5% of charities in its peer group (civil rights, $10m to $100m).
Independent board
0 of 250 of 1 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
0 of 10Did not give the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (2)
- $4.1 million spent. 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.
- $3.7 million spent. 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.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since April 2011.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.