2025-11-03T15:29:56-06:00 2024-01-29 994625061 CRI ADVISORS LLC 7550 HALCYON SUMMIT DRIVE MONTGOMERY AL 36117 990EZ 2024-01-01 823988188 EQUABLE INSTITUTE EQUA 3476233365 830 GLENWOOD AVENUE 510-288 ATLANTA GA 30316 ANTHONY M RANDAZZO EXECUTIVE DIRECTOR 3476233365 2025-10-30 1 1 M CHAD SINGLETARY CPA P00166368 3342716678 2025-10-30 2024 2025-03-06 01:10:19Z X X X WWW.EQUABLE.ORG X X 0 X 1060 28423 463 644 30590 -30590 269019 -238429 X 312129 0 312129 0 43110 0 269019 0 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. 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. 0 30590 30590 ANTHONY M RANDAZZO EXECUTIVE DIRECTOR 0.00 0 0 0 JONATHAN W MOODY VP OF RESEARCH 0.00 0 0 0 DAN LILJENQUIST DIRECTOR 0.00 0 0 0 RICHARD RAVITCH DIRECTOR 0.00 0 0 0 PETE CONSTANT SECRETARY 0.00 0 0 0 LOIS SCOTT TREASURER 0.00 0 0 0 JOSH MCGEE CHAIRMAN 0.00 0 0 0 X 0 0 0 0 1 0 0 0 0 0 0 0 0 0 CA NY ANTHONY M RANDAZZO 830 GLENWOOD AVENUE STE 510-288 ATLANTA GA 30316 3476233365 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 1259710 883394 1080027 980011 0 4203142 1259710 883394 1080027 980011 4203142 6844968 -2641826 532 268 74 56 0 930 4204072 0.00000 0.12110 X IF THIS BOX IS CHECKED, EXPLAIN IN PART VI HOW THE ORGANIZATION MEETS THE FACTS-AND-CIRCUMSTANCES TEST IN REGULATIONS SECTION 1.170A-9(F)(3). INCLUDE THE FOLLOWING INFORMATION. EXPLAIN WHETHER THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, MEMBERSHIP GROUP INVOLVED, GOVERNMENTAL UNITS, OR OTHER PUBLIC CHARITIES. EQUABLE AND ITS LEADERSHIP SOLICIT SUPPORT FROM BOTH PUBLIC AND PRIVATE ORGANIZATIONS. THESE INCLUDE PUBLIC CHARITIES AS WELL AS PRIVATE FOUNDATIONS. LIST ALL OTHER FACTS AND CIRCUMSTANCES, INCLUDING THE SOURCES OF SUPPORT, WHETHER THE ORGANIZATION HAS A GOVERNING BODY THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, AND WHETHER THE ORGANIZATION GENERALLY PROVIDES FACILITIES OR SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS.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 SACRIFICINGFUTURE INCOME SECURITY.EQUABLE ASSISTS 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 ASSISTED 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. IF THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION, EXPLAIN WHETHER THE SOLICITATION FOR DUES-PAYING MEMBERS IS DESIGNED TO ENROLL A SUBSTANTIAL NUMBER OF PERSONS FROM THE COMMUNITY, WHETHER DUES FOR INDIVIDUAL MEMBERS HAVE BEEN FIXED AT RATES DESIGNED TO MAKE MEMBERSHIP AVAILABLE TO A BROAD CROSS-SECTION OF THE INTERESTED PUBLIC, AND WHETHER THE ACTIVITIES OF THE ORGANIZATION WILL LIKELY APPEAL TO PERSONS HAVING SOME BROAD COMMON INTEREST OR PURPOSE.EQUABLE IS NOT A MEMBERSHIP ORGANIZATION. CASH BALANCES HELD IN CHECKING AND SAVINGS ACCOUNT AND ACCOUNTS PAYABLE. 2024-01-29 238429 FMV 923474012 EQUABLE INSTITUTE (VA) 830 GLENWOOD AVENUE STE 510-288 ATLANTA GA 30316 501(C)(3) 1 0 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: DAN LILJENQUIST, JOSHUA MCGEE, LOIS SCOTT, PETER CONSTANT PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: INDIVIDUALS WERE DIRECTORS OF THE ORGANIZATION AND ARE ALSO DIRECTORS OF THE TRANSFEREE ORGANIZATION. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: WORKERS COMPENSATION INSURANCE. AMOUNT: 153. DESCRIPTION: PHONE AND INTERNET. AMOUNT: 175. DESCRIPTION: MISCELLANEOUS. AMOUNT: 316. TOTAL TO FORM 990-EZ, LINE 16: 644. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: DISOLUTION - DISTRIBUTIONS OF NET ASSETS IN ACCORDANCE WITH ORG DOCUMENTS. AMOUNT: -238,429. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 43,110. END OF YEAR AMOUNT: 0. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.