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Form 990-EZ for tax year 2024

Filed by Equable Institute.

Totals

Total revenue
not reported
Total expenses
$30,590
Contributions and grants received
not reported
Grants paid
not reported
Program service revenue
not reported
Membership dues (line 3)
not reported
Investment income (line 4)
not reported
Gain or loss on sale of assets (line 5c)
not reported
Gaming and fundraising events, net (line 6d)
not reported
Gross profit on inventory sales (line 7c)
not reported
Other revenue (line 8)
not reported
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program service expenses (Part III)
$30,590

Program services were 100.0% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2024

Primary exempt purpose

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 THOSE SYSTEMS. 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 EMPOWER EDUCATORS TO ENSURE THEIR RETIREMENT INCOME SECURITY.

    Expenses $30,590

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

Listed in Part IV

  • ANTHONY M RANDAZZO

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • JONATHAN W MOODY

    VP OF RESEARCH

    Total calculated
    $0
    Hours/week
    0
  • DAN LILJENQUIST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • RICHARD RAVITCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0
  • PETE CONSTANT

    SECRETARY

    Total calculated
    $0
    Hours/week
    0
  • LOIS SCOTT

    TREASURER

    Total calculated
    $0
    Hours/week
    0
  • JOSH MCGEE

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0

Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, 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.

Grants on this return

No itemized grants to organizations on this return.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • Liquidation · CASH BALANCES HELD IN CHECKING AND SAVINGS ACCOUNT AND ACCOUNTS PAYABLE. · Jan 29, 2024 · 501(C)(3)

Provenance

Return type
form_990_ez
Tax year
2024
Filed
30 October 2025
IRS schema version
2024v5.2
Source object
202513079349201016

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