TY 2014 Form 990 Schedule O

efile Public Visual Render ObjectId: 201512719349300446 - Submission: 2015-09-28 TIN: 26-4788700

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
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Attach to Form 990 or 990-EZ.
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Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

Susan B Anthony List Education Fund

Employer identification number

26-4788700

Return Reference	Explanation
Form 990, Part IV, Line 4	In some tax years, CLI incurs lobbying expenses. CLI did not have any lobbying activities, as defined by the instructions to the Form 990, for the tax period reported.
Form 990, Part VI, Section A, line 7a	The Board of Directors of Susan B Anthony List has the power to remove the Education Fund's Trustee.
Form 990, Part VI, Section A, line 7b	The Trustee must act in accordance with the resolutions of the Board of Directors of Susan B Anthony List, Inc.
Form 990, Part VI, Section A, line 8b	CLI does not have any committees with authority to act on behalf of the governing body.
Form 990, Part VI, Section B, line 11	The Form 990 is prepared by an independent CPA firm and then reviewed by the organization's Trustee and attorney. The Form is also reviewed by the board of the related organization before it is filed with the IRS.
Form 990, Part VI, Section B, line 12c	CLI's conflict of interest policy covers both directors and employees. CLI does monitor and enforce its COI policy on an annual basis through the completion of annual conflict of interest statements which are reviewed by the Trustee. If a conflict were to arise, the individual would abstain from voting.
Form 990, Part VI, Section B, line 15a	Line 15a - CLI uses a compensation study to determine and set the compensation for its President. The board of a related organization, Susan B. Anthony List Inc. (SBA List), reviews and approves the compensation study and sets salary ranges for the President. The final determination of compensation for the President is made by the compensation committee (consists of two SBA List board members). The committee discusses the appropriate compensation given the board approved salary range, performance, and the organization's overall financial health. The President determines the final salary of the Executive VP based on the board approved salary range and the decision is documented. Line 15b - CLI did not compensate any other officers or key employees. Therefore, this question was answered no in accordance with the instructions.
Form 990, Part VI, Section C, line 19	CLI makes these documents available in accordance with applicable law.
Form 990, Part XII, Line 2c	The SBA List Board assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year.

Return Reference

Explanation

Form 990, Part IV, Line 4

In some tax years, CLI incurs lobbying expenses. CLI did not have any lobbying activities, as defined by the instructions to the Form 990, for the tax period reported.

Form 990, Part VI, Section A, line 7a

The Board of Directors of Susan B Anthony List has the power to remove the Education Fund's Trustee.

Form 990, Part VI, Section A, line 7b

The Trustee must act in accordance with the resolutions of the Board of Directors of Susan B Anthony List, Inc.

Form 990, Part VI, Section A, line 8b

CLI does not have any committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, line 11

The Form 990 is prepared by an independent CPA firm and then reviewed by the organization's Trustee and attorney. The Form is also reviewed by the board of the related organization before it is filed with the IRS.

Form 990, Part VI, Section B, line 12c

CLI's conflict of interest policy covers both directors and employees. CLI does monitor and enforce its COI policy on an annual basis through the completion of annual conflict of interest statements which are reviewed by the Trustee. If a conflict were to arise, the individual would abstain from voting.

Form 990, Part VI, Section B, line 15a

Line 15a - CLI uses a compensation study to determine and set the compensation for its President. The board of a related organization, Susan B. Anthony List Inc. (SBA List), reviews and approves the compensation study and sets salary ranges for the President. The final determination of compensation for the President is made by the compensation committee (consists of two SBA List board members). The committee discusses the appropriate compensation given the board approved salary range, performance, and the organization's overall financial health. The President determines the final salary of the Executive VP based on the board approved salary range and the decision is documented. Line 15b - CLI did not compensate any other officers or key employees. Therefore, this question was answered no in accordance with the instructions.

Form 990, Part VI, Section C, line 19

CLI makes these documents available in accordance with applicable law.

Form 990, Part XII, Line 2c

The SBA List Board assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2014

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