2025-11-17T16:42:31-06:00 2024-12-31 994625061 CRI ADVISORS LLC 7550 HALCYON SUMMIT DRIVE MONTGOMERY AL 36117 990 2024-01-30 923474012 EQUABLE INSTITUTE EQUA 3476233365 830 GLENWOOD AVENUE 510-288 ATLANTA GA 30316 ANTHONY M RANDAZZO EXECUTIVE DIRECTOR 3476233365 2025-11-17 1 1 M CHAD SINGLETARY CPA P00166368 3342716678 2025-11-17 2024 2025-03-06 01:10:19Z X ANTHONY M RANDAZZO 830 GLENWOOD AVENUE 510-288 ATLANTA GA 30316 1962884 0 X WWW.EQUABLE.ORG X 2024 VA 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 0 0 0 1962850 0 34 0 1962884 174955 0 983542 0 15663 360258 1518755 444129 695555 13000 682555 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 1179706 174955 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. 1179706 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 9 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 X ANTHONY M RANDAZZO 3476233365 830 GLENWOOD AVENUE 510-288 ATLANTA GA 30316 DAN LILJENQUIST DIRECTOR 0.25 X 0 0 0 STEPHEN PATTON DIRECTOR 0.25 X 0 0 0 JOSHUA MCGEE PRESIDENT 0.25 X 0 0 0 PETER CONSTANT SECRETARY 0.25 X 0 0 0 LOIS SCOTT TREASURER 0.25 X 0 0 0 ANTHONY M RANDAZZO EXECUTIVE DIRECTOR 40.00 X 242000 0 34450 JONATHAN W MOODY VP OF RESEARCH 40.00 X 152000 0 16212 SAMANTHA SHAW VP OF COMMUNICATIONS 40.00 X 110250 0 12450 504250 0 63112 3 0 1 0 0 1962850 1962850 34 34 1962884 34 0 0 174955 174955 276449 207337 69112 553270 442508 110762 45320 33270 12050 48467 37209 11258 60036 46253 13783 48899 47082 1817 53019 53019 103918 99792 4126 44170 28507 15663 3190 12 3178 50149 28173 21976 32020 14604 17416 5330 3919 1411 DUES AND SUBSCRIPTIONS 13167 9689 3478 TELEPHONE AND INTERNET 6396 6396 1518755 1179706 323386 15663 179481 516074 0 695555 13000 0 13000 X 682555 0 682555 0 695555 X 444129 238426 X 0 0 0 X 1962850 1962850 1962850 1962850 1842226 120624 34 34 1962884 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 042103545 501(C)(3) 14955 0 TO CONDUCT A 50 STATE RESEARCH OF THE SPECIFIC ADMINISTRATIVE PROCESS BY WHICH EMPLOYER RETIREMENT THE RESAON FOUNDATION 1747 CONNECTICUT AVENUE NW WASHINGTON DC 20009 953298239 501(C)(3) 160000 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. 2 X 0 0 0 0 0 0 0 0 0 ANTHONY M RANDAZZO EXECUTIVE DIRECTOR 220000 0 22000 0 0 0 22000 0 12450 0 276450 0 0 0 JONATHAN W MOODY VP OF RESEARCH 147000 0 5000 0 0 0 11760 0 4452 0 168212 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 XI, LINE 9: NET ASSETS TRANSFERRED IN 238,426.