2022-11-23T09:46:17-06:00 2021-12-31 Mersereau Lazenby & Rockas LLC 3469 Lawrenceville-Suwanee Rd Suwanee GA 30024 990 2021-01-01 823988188 Equable Institute EQUA 3478087192 2824 Steinway Street Ste 221 Queens NY 11103 Anthony M Randazzo Executive Director 3478087192 2022-11-23 1 Anthony Randazzo 999009999 P00295161 7706146800 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Anthony M Randazzo 2824 Steinway Street Set 221 Queens NY 11103 893018 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 5 0 0 0 1259710 889750 0 0 532 268 0 3000 1260242 893018 672946 0 0 0 629696 601674 0 0 5188 673715 482629 1976357 1084303 -716115 -191285 863096 639541 46880 14610 816216 624931 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 958601 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 helped public sector retirement system stakeholders with estimating and measuring the effects that various changes would have to improving long-term sustainability, solvency, and retirement security of those systems, including potential fiscal effects of the Covid-19 pandemic. Equable also expanded 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 plans are sustainable. 958601 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 5 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 3478087192 2824 Steinway Street Ste 221 Queens NY 11103 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 Anthony M Randazzo Executive Director 40.00 X 206334 0 0 206334 0 0 2 0 1 0 Nelson Mullins Riley & Scarborough LLP 1320 Main Street 17th Floor Columbia SC 29201 EducationCounsel 107000 1 83332 806418 889750 268 268 Education 541900 3000 3000 3000 893018 3000 0 268 X 342334 342334 144867 144834 33 41441 41441 27608 27608 45424 45424 2667 2667 61179 61179 348397 343230 5167 10108 1261 8847 13548 13548 28383 28383 950 950 Grant Management 15375 10187 5188 Dues and Subscriptions 2022 1332 690 1084303 958601 120514 5188 173542 639379 676079 13475 162 863096 639541 46880 14610 46880 14610 X 99221 -135810 716995 760741 816216 624931 863096 639541 -191285 0 X X 0 1 X 1 0 X 1839746 3929966 1259710 883394 7912816 1839746 3929966 1259710 883394 7912816 7161694 751122 547 532 268 1347 7914163 21528 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 893018 0 893018 0 893018 1084303 0 1084303 0 1084303 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, 2021 and 2020, management has determined that the Organization had no material uncertain tax positions that require recognition or disclosure in the financial statements. X X 0 0 0 0 0 0 0 0 0 Anthony M Randazzo Executive Director 206334 0 0 0 0 0 0 0 0 0 206334 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 IX, line 11g Payroll Service Charges: Program service expenses 0. Management and general expenses 1,061. Fundraising expenses 0. Total expenses 1,061. Professional fees: Program service expenses 162,233. Management and general expenses 4,106. Fundraising expenses 0. Total expenses 166,339. Pension Researcher: Program service expenses 38,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 38,500. Education Specialist: Program service expenses 17,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 17,000. Digital Project and Content Manager: Program service expenses 32,139. Management and general expenses 0. Fundraising expenses 0. Total expenses 32,139. Technical : Program service expenses 90,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 90,000. Recruitment: Program service expenses 3,358. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,358. Form 990, Part XII, Line 2c: The Organization did not change either its oversight process or selection process during the tax year.