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← EQUABLE INSTITUTE

Form 990 for tax year 2024

Filed by EQUABLE INSTITUTE.

Totals

Total revenue
$1,962,884
Total expenses
$1,518,755
Contributions and grants received
$1,962,850
Grants paid
$174,955
Program service revenue
$0
Investment income
$34
Other revenue
$0
Total assets, end of year
$695,555
Total liabilities, end of year
$13,000
Net assets or fund balances, end of year
$682,555
Program services expenses (Part IX)
$1,179,706
Management and general expenses
$323,386
Fundraising expenses
$15,663
Program service expenses (Part III)
$1,179,706

Program services were 77.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,962,850

  • 3 · Investment income

    total $34 · related or exempt $34

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $174,955 · program services $174,955

  • 5 · Compensation of officers, directors and key employees

    total $276,449 · program services $207,337 · management and general $69,112

  • 7 · Other salaries and wages

    total $553,270 · program services $442,508 · management and general $110,762

  • 8 · Pension plan contributions

    total $45,320 · program services $33,270 · management and general $12,050

  • 9 · Other employee benefits

    total $48,467 · program services $37,209 · management and general $11,258

  • 10 · Payroll taxes

    total $60,036 · program services $46,253 · management and general $13,783

  • 11b · Fees: legal

    total $48,899 · program services $47,082 · management and general $1,817

  • 11c · Fees: accounting

    total $53,019 · management and general $53,019

  • 11g · Fees: other

    total $103,918 · program services $99,792 · management and general $4,126

  • 12 · Advertising and promotion

    total $44,170 · program services $28,507 · fundraising $15,663

  • 13 · Office expenses

    total $3,190 · program services $12 · management and general $3,178

  • 14 · Information technology

    total $50,149 · program services $28,173 · management and general $21,976

  • 17 · Travel

    total $32,020 · program services $14,604 · management and general $17,416

  • 23 · Insurance

    total $5,330 · program services $3,919 · management and general $1,411

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $13,167 · program services $9,689 · management and general $3,478

  • 24b · Other expenses: TELEPHONE AND INTERNET

    total $6,396 · program services $6,396

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $179,481

  • 2 · Savings and temporary cash investments

    end of year $516,074

  • 17 · Accounts payable and accrued expenses

    end of year $13,000

  • 27 · Net assets without donor restrictions

    end of year $682,555

Mission and programs · 2024

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.

  • 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

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dan Liljenquist

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Stephen Patton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Joshua McGee

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.25

  • Peter Constant

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25

  • Lois Scott

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25

  • Anthony M Randazzo

    EXECUTIVE DIRECTOR

    Total calculated
    $276,450
    From this org
    $242,000
    From related orgs
    $0
    Other
    $34,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,000
    Bonus
    $22,000
    Other
    $0
    Deferred
    $22,000
    Nontaxable benefits
    $12,450
    Filer's total
    $276,450

  • Jonathan W Moody

    VP OF RESEARCH

    Total calculated
    $168,212
    From this org
    $152,000
    From related orgs
    $0
    Other
    $16,212
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,000
    Bonus
    $5,000
    Other
    $0
    Deferred
    $11,760
    Nontaxable benefits
    $4,452
    Filer's total
    $168,212

  • Samantha Shaw

    VP OF COMMUNICATIONS

    Total calculated
    $122,700
    From this org
    $110,250
    From related orgs
    $0
    Other
    $12,450
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • THE RESAON FOUNDATION

    $160,000

    TO INCREASE SUPPORT FOR POLICIES THAT IMPROVE TEACHER PENSION SYSTEMS, WITH THE SPECIFIC GOAL OF MINIMIZING THE EFFECT THAT PENSION DEBT HAS ON EDUCATION BUDGETS.

  • BOSTON COLLEGE

    $14,955

    TO CONDUCT A 50 STATE RESEARCH OF THE SPECIFIC ADMINISTRATIVE PROCESS BY WHICH EMPLOYER RETIREMENT

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202513219349321886

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