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Nonprofit · EIN 92-3474012

EQUABLE INSTITUTE

Tax-exempt · ATLANTA, GA 30316

Financials

$2M$1.5M2024
Revenue Expenses · by fiscal year end
Financials of EQUABLE INSTITUTE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,962,884$1,518,755$444,129$695,555$13,000$682,555
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,962,850
Program service revenue
$0
Investment income
$34
Other revenue
$0

Expenses

Grants and similar amounts paid
$174,955
Compensation of officers, directors and key employees
$276,449
Other salaries and wages
$553,270
Salaries, compensation and benefits (total)
$983,542
Professional fundraising fees
$0
Legal fees
$48,899
Accounting fees
$53,019
Travel
$32,020
Program services (functional)
$1,179,706
Management and general (functional)
$323,386
Fundraising (functional)
$15,663

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$695,555
Total liabilities, end of year
$13,000
Net assets, end of year
$682,555
Net assets without donor restrictions
$682,555
Gross receipts
$1,962,884
Employees
7
Volunteers
0
Year formed
2024
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.

NameTitleHours / weekCompensationOther / benefits
ANTHONY M RANDAZZOEXECUTIVE DIRECTOR
Officer
40$242,000$34,450
JONATHAN W MOODYVP OF RESEARCH
Highest-paid employee
40$152,000$16,212
SAMANTHA SHAWVP OF COMMUNICATIONS
Highest-paid employee
40$110,250$12,450
DAN LILJENQUISTDIRECTOR
Institutional trustee
0.25$0$0
STEPHEN PATTONDIRECTOR
Institutional trustee
0.25$0$0
JOSHUA MCGEEPRESIDENT
Institutional trustee
0.25$0$0
PETER CONSTANTSECRETARY
Institutional trustee
0.25$0$0
LOIS SCOTTTREASURER
Institutional trustee
0.25$0$0

Address and contacts

Address (IRS master file)
830 GLENWOOD AVE SE STE 510 PMB 288, ATLANTA, GA 30316-2176
In care of
% ANTHONY RANDAZZO
Principal officer (990 for 2024)
ANTHONY M RANDAZZO, 830 GLENWOOD AVENUE 510-288, ATLANTA, GA 30316
Signed the 990
ANTHONY M RANDAZZO, EXECUTIVE DIRECTOR
Phone
(347) 623-3365
Return prepared by
CRI ADVISORS LLC

Mission

EQUABLE IS A NON-PROFIT ORGANIZATION THAT EDUCATES AND INFORMS EMPLOYEES, RETIREES, AND OTHER STAKEHOLDERS ABOUT HOW TO CREATE REAL RETIREMENT PLAN SUSTAINABILITY AND ACCOUNTABILITY WITHOUT SACRIFICING FUTURE INCOME SECURITY.

990 for the year ended December 31, 2024

Program accomplishments

  • EQUABLE HELPED PUBLIC SECTOR RETIREMENT SYSTEM STAKEHOLDERS IN MULTIPLE STATES BETTER UNDERSTAND EXISTING SUSTAINABILITY CHALLENGES IN THEIR STATE BY CONDUCTING HISTORIC ANALYSIS, DEVELOPING ACADEMIC RESEARCH,AND PROVIDING TECHNICAL ASSISTANCE RELATED TO FORECASTING THE FUTURE PERFORMANCE OF PLAN FUNDING AND CONTRIBUTION RATES. IN ADDITION, EQUABLE ALSO HELPED THOSE PUBLIC SECTOR RETIREMENT SYSTEM STAKEHOLDERS WITH ESTIMATING THE EFFECTS THAT VARIOUS CHANGES WOULD HAVE TO LONG-TERM SUSTAINABILITY, SOLVENCY, AND RETIREMENT SECURITY OF THOSESYSTEMS. IN ADDITION TO PROVIDING THE MOST COMPREHENSIVE OPEN-SOURCE DATABASE ON PUBLIC PENSION BENEFIT DESIGN PROVISIONS AND FINANCIAL DATA, EQUABLE CONTINUED TO GROW THE USAGE OF ITS FREE EDUCATIONAL SERVICE FOR PUBLIC SCHOOL EMPLOYEES TO BETTER UNDERSTAND HOW THEIR RETIREMENT BENEFITS WORK TO HELP IMPROVE FINANCIAL LITERACY AND EMPOWEREDUCATORS TO ENSURE THEIR RETIREMENT INCOME SECURITY.
    Expenses $1,179,706 · grants $174,955

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
92-3474012
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
2024
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$695,555
Income (IRS master file)
$1,962,884

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,962,884$1,518,755$695,555XML

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 92-3474012).

Questions about EQUABLE INSTITUTE

What is the EIN of EQUABLE INSTITUTE?
The employer identification number (EIN) of EQUABLE INSTITUTE is 92-3474012.
Is EQUABLE INSTITUTE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to EQUABLE INSTITUTE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does EQUABLE INSTITUTE 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 EQUABLE INSTITUTE 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 EQUABLE INSTITUTE 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 EQUABLE INSTITUTE?
The 990 for the year ended December 31, 2024 names ANTHONY M RANDAZZO.
Who are the officers and directors of EQUABLE INSTITUTE?
The 990 for the year ended December 31, 2024 lists 8 people; 3 received compensation from the organization, the highest $242,000 (ANTHONY M RANDAZZO, EXECUTIVE DIRECTOR).
How much revenue does EQUABLE INSTITUTE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,962,884, expenses of $1,518,755 and total assets of $695,555 at year end.

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