2025-02-06T12:21:43-06:00 2023-12-31 Mersereau Lazenby & Rockas LLC 3469 Lawrenceville-Suwanee Rd Suwanee GA 30024 990 2023-01-01 823988188 Equable Institute EQUA 3476233365 830 Glenwood Avenue Ste 510-288 Atlanta GA 30316 Anthony M Randazzo Executive Director 3478087192 2025-02-06 1 1 P00295161 7706146800 2025-01-21 2023 2025-03-06 01:10:19Z X Anthony M Randazzo 830 Glenwood Avenue Ste 510-288 Atlanta GA 30316 995217 0 X www.equable.org X 2017 CA 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. 5 5 7 5 0 0 1080027 980011 26380 15150 74 56 0 0 1106481 995217 0 195000 0 0 781170 935993 0 0 2353 267122 278325 1048292 1409318 58189 -414101 702801 312129 19681 43110 683120 269019 X 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. 0 0 1256245 195000 15150 2023 PROGRAM SERVICE ACCOMPLISHMENTSEquable 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. 1256245 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 1 1 0 0 CA NY X The Organization 3476233365 830 Glenwood Avenue Ste 510-288 Atlanta GA 30316 Dan Liljenquist Director 0.25 X 0 0 0 Richard Ravitch Director 0.25 X 0 0 0 Pete Constant Secretary 0.25 X X 0 0 0 Lois Scott Treasurer 0.25 X X 0 0 0 Josh McGee Chairman 0.25 X X 0 0 0 Stephen Patton Director 0.25 X 0 0 0 Anthony M Randazzo Executive Director 40.00 X 239999 0 22000 Jonathan W Moody VP of Research 40.00 X 144000 0 11200 383999 0 33200 2 0 1 0 0 980011 980011 Consulting Revenue 900099 15150 15150 15150 56 56 995217 15150 0 56 195000 195000 261999 261999 518000 518000 49602 49602 53311 53311 53081 53081 14464 14464 17150 17150 136781 91542 45239 3653 1254 2399 63489 63489 2334 2334 27055 27055 Telephone and Internet 5361 5361 Dues and Subscriptions 4032 3748 284 Branding and Marketing 2095 2095 Miscellaneous 1911 1653 258 1409318 1256245 150720 2353 702801 312129 702801 312129 19681 43110 19681 43110 X -414662 -347430 1097782 616449 683120 269019 702801 312129 -414101 0 X X 0 1 X 1 0 X 3929966 1259710 883394 1080027 980011 8133108 3929966 1259710 883394 1080027 980011 8133108 7147746 985362 547 532 268 74 56 1477 8134585 63058 0.12110 0.09720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 995217 0 995217 0 995217 1409318 0 1409318 0 1409318 Part X, Line 2: US GAAP requires that uncertain tax positions be recognized in the financial statements when it is more likely than not, based on technical merits, that the position will be sustained upon examination. At December 31, 2023 and 2022, management has determined that the Organization had no material uncertain tax positions that require recognition or disclosure in the financial statements. 1 Boston College 140 Commonwealth Avenue Chestnut Hill MA 02467 042103545 15000 0 To conduct a 50 state research of the specific administrative process by which employer retirement contributions are paid. The Reason Foundation 1747 Connecticut Avenue NW Washington DC 20009 953298239 180000 0 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. X X 0 0 0 0 0 0 0 0 0 Anthony M Randazzo Executive Director 239999 0 0 0 0 0 0 0 22000 0 261999 0 0 0 Jonathan W Moody VP of Research 144000 0 0 0 0 0 0 0 11200 0 155200 0 0 0 Form 990, Part VI, Section A, line 8b The Organization does not have any committees to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The 990 was completed in collaboration with the Executive Director, who was authorized by the board President. An approved copy was provided to all board members before filing. Form 990, Part VI, Section B, line 12 Our policy is that board members are non-compensated individuals. The executive director and operations team ensure that no directors, officers, or other staff at the organization will reap a financial gain from a consulting contract given to an outside organization or other financial transaction with another organization. Form 990, Part VI, Section B, line 15a Compensation is determined by the Board of Directors. Form 990, Part VI, Section C, line 19 The Organization makes its documents available upon request. Form 990, Part XII, Line 2c: The organization did not change either its oversight process or selection process during the tax year.