- Revenue 2024
- $1,962,884
- Expenses 2024
- $1,518,755
Program services were 77.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- S05
- Classification
- 1000
- Street
- 830 GLENWOOD AVE SE STE 510 PMB 288
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
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.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $1,962,884
- Expenses
- $1,518,755
- Contributions
- $1,962,850
- Grants paid
- $174,955
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
-
$160,000
2024 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.
-
$14,955
2024 TO CONDUCT A 50 STATE RESEARCH OF THE SPECIFIC ADMINISTRATIVE PROCESS BY WHICH EMPLOYER RETIREMENT
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.