2021-11-15T20:51:10-06:00 2020-12-31 Mersereau Lazenby & Rockas LLC 3469 Lawrenceville-Suwanee Rd Suwanee GA 30024 990 2020-01-01 823988188 Equable Institute EQUA 3478087192 2824 Steinway Street Set 221 Queens NY 11103 Anthony M Randazzo Executive Director 3478087192 2021-11-15 1 Anthony Randazzo 999009999 P00295161 7706146800 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X Anthony M Randazzo 2824 Steinway Street Set 221 Queens NY 11103 1260242 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 6 0 0 0 3929966 1259710 21528 0 547 532 0 0 3952041 1260242 683413 672946 0 0 850884 629696 0 0 21666 1376572 673715 2910869 1976357 1041172 -716115 1577962 863096 45631 46880 1532331 816216 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 1824326 672946 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. 1824326 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 14 0 1 6 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 Set 221 Queens NY 11103 Dan Liljenquist Chairman 0.25 X 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 Director 0.25 X 0 0 0 Anthony M Randazzo Executive Director 40.00 X 198000 0 18000 198000 0 18000 2 0 1 0 Nelson Mullins Riley & Scarborough LLP 1320 Main Street 17th Floor Columbia SC 29201 EducationCounsel 186000 1 107152 1152558 1259710 532 532 1260242 0 0 532 X 672946 672946 216000 194400 21600 330654 330654 23677 23677 20252 20252 39113 39113 8589 8589 61154 61154 286985 283101 3884 5440 2961 2479 10327 10327 43718 43718 7759 7759 Grant Management 242283 242217 66 Program Events 5000 5000 Dues and Subscriptions 2460 2246 214 1976357 1824326 130365 21666 288940 173542 1275547 676079 13475 13475 1577962 863096 45631 46880 45631 46880 X 5861 99221 1526470 716995 1532331 816216 1577962 863096 -716115 0 X X 0 1 X 1 0 X 1839746 3929966 1259710 7029422 1839746 3929966 1259710 7029422 6497040 532382 547 532 1079 7030501 21528 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1260242 0 1260242 0 1260242 1976357 0 1976357 0 1976357 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, 2020 and 2019, management has determined that the Organization had no material uncertain tax positions that require recognition or disclosure in the financial statements. 1 Bellwether Education Partners 1426 9th Street NW Washington DC 20001 261914515 64728 Grant 001 - To support Bellwether's teacher benefit modeling and technical assistance work as part of the state-specific teams working to achieve retirement system sustainability and affordability, and the capacity for retirement systems to support income security. Grant 007 - To support Bellwether's work in the first of two phases of work on teacher pensions, culminating in a partnership with U.S. News & World Report to create a magazine-style ranking of state-run teacher retirement systems. New York University 27 West Fourth Street New York NY 10003 135562308 22181 To support NYU's project which will analyze cost and risks of the New York City Teachers' Retirement Sustem under current policies and under potential alternative policies. The Reason Foundation 1747 Connecticut Avenue NW Washington DC 20009 953298239 520000 For Reason's project to advance its technical assistance work to support reform efforts in six states. Georgetown University 2020 Healy Hall 37th and O streets NW Washington DC 20057 530196603 15000 To develop research related to the effects of public sector unfunded liabilities on compensation of public school employees. Arizona State University Office for Research and Sponsored Projects Tempe AZ 852876011 860196696 48217 For the development of a multimedia platform to engage retirement system stakeholders in a collaborative problem solving process. 5 X X 0 0 0 0 0 0 0 0 0 Anthony M Randazzo Executive Director 198000 0 0 0 0 0 18000 0 0 0 216000 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 Charnges: Program service expenses 0. Management and general expenses 944. Fundraising expenses 0. Total expenses 944. Professional fees: Program service expenses 5,013. Management and general expenses 2,940. Fundraising expenses 0. Total expenses 7,953. Pension Researcher: Program service expenses 66,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 66,000. Education Specialist: Program service expenses 186,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 186,000. Digital Project and Content Manager: Program service expenses 21,342. Management and general expenses 0. Fundraising expenses 0. Total expenses 21,342. Graphic Design: Program service expenses 1,185. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,185. Public Relations Support: Program service expenses 3,561. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,561. Form 990, Part XII, Line 2c: The Organization did not change either its oversight process or selection process during the tax year.