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Equable Institute

Tax-deductible

Atlanta, GA501(c)(3)Community Development EIN 92-3474012Revenue $2.0M in FY2024

On file with the IRSequable.org830 Glenwood Ave Se Ste 510 Pmb 288, 30316-2176 · Atlanta, GATax-exempt since May 2024Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$504K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$504K
to officers and key staff · 33% of spending
Top officer’s pay higher than 77% of similar orgs
Concern: pay to officers and key staff is 33% of spending; over 30%.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$13K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.0M
Spent
$1.5M
To programs
78%
Net assets
$683K

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $1.2M Management & general 21% · $323K Fundraising 1% · $16K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $504K paid to officers and key staff.

Part VII, Section A · reportable compensation
Anthony M Randazzo
Executive Director
$242,000Pt VII · Sec A
Jonathan W Moody
VP of Research
$152,000Pt VII · Sec A
Samantha Shaw
VP of Communications
$110,250Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Lois Scott
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Joshua McGee
President
$0Pt VII · Sec A

Anthony M Randazzo’s $242K as Executive Director is at the 77th percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates stakeholders on creating sustainable, accountable retirement plans without sacrificing income security.

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Provided by the organization

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1 program · $1.2M · in their own filed words · FY2024
01

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.

$1.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 2 grants · $175K · 2024–2024
The Reason FoundationCA · FY2024$160,000
Boston College TrusteesMA · FY2024$14,955

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.0M
Ln 12
Gifts and grantsLn 1h$2.0M
Investment incomeLn 3$34
Money outPt IX
$1.5M
Ln 25
Programscol B$1.2M
Managementcol C$323K
Fundraisingcol D$16K
Owns and owesPt X
$683K
net assets · Ln 32
Cash and savingsLn 1–2$696K
Total assetsLn 16$696K
LiabilitiesLn 26$13K
PeoplePt VI, VII
8
listed · VII A
PaidVII A3
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.0M
Investment incomeLn 3$34
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$179K
SavingsLn 2$516K
Cash and savings togetherLn 1–2$696K
Total assetsLn 16$696K
LiabilitiesLn 26$13K
Net assetsLn 32$683K
OperationsPt I, VI
EmployeesI 57
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$696K
Total assetsLn 16$0$696K
LiabilitiesLn 26$0$13K
Net assetsLn 32$0$683K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$175K$175K
Pay of current officers, directors and key staffLn 5$276K$207K$69K
Other salaries and wagesLn 7$553K$443K$111K
Pension plan contributionsLn 8$45K$33K$12K
Other employee benefitsLn 9$48K$37K$11K
Payroll taxesLn 10$60K$46K$14K
Legal feesLn 11b$49K$47K$2K
Accounting feesLn 11c$53K$53K
Other fees for servicesLn 11g$104K$100K$4K
Advertising and promotionLn 12$44K$29K$16K
Office expensesLn 13$3K$12$3K
Information technologyLn 14$50K$28K$22K
TravelLn 17$32K$15K$17K
InsuranceLn 23$5K$4K$1K
Other expenses (24a–d)Ln 24$20K$16K$3K
Total functional expensesLn 25$1.5M$1.2M$323K$16K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.0M$1.5M$444K$683K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,962,884 revenue, 12 lines filed
I-8 Contributions and grants$1,962,850
I-9 Program service revenue$0
I-10 Investment income$34
I-11 Other revenue$0
I-12 Total revenue$1,962,884
I-13 Grants and similar amounts paid$174,955
I-14 Benefits paid to members$0
I-15 Salaries and benefits$983,542
I-16a Professional fundraising fees$0
I-17 Other expenses$360,258
I-18 Total expenses$1,518,755
I-19 Revenue less expenses$444,129
Part VI · Governance 5 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,962,884 across 4 lines filed
VIII-1f All other contributions, gifts and grants$1,962,850
VIII-1h Total contributions, gifts and grants$1,962,850
VIII-3 Investment incomeRelated to mission $34$34
VIII-12 Total revenueRelated to mission $34 · Unrelated business $0 · Excluded from tax $0$1,962,884
Part IX · Statement of functional expenses $1,518,755 across 15 lines filed
IX-1 Grants to domestic organizationsPrograms $174,955$174,955
IX-5 Pay of current officers, directors and key staffPrograms $207,337 · Management $69,112$276,449
IX-7 Other salaries and wagesPrograms $442,508 · Management $110,762$553,270
IX-8 Pension plan contributionsPrograms $33,270 · Management $12,050$45,320
IX-9 Other employee benefitsPrograms $37,209 · Management $11,258$48,467
IX-10 Payroll taxesPrograms $46,253 · Management $13,783$60,036
IX-11b Legal feesPrograms $47,082 · Management $1,817$48,899
IX-11c Accounting feesManagement $53,019$53,019
IX-11g Other fees for servicesPrograms $99,792 · Management $4,126$103,918
IX-12 Advertising and promotionPrograms $28,507 · Fundraising $15,663$44,170
IX-13 Office expensesPrograms $12 · Management $3,178$3,190
IX-14 Information technologyPrograms $28,173 · Management $21,976$50,149
IX-17 TravelPrograms $14,604 · Management $17,416$32,020
IX-23 InsurancePrograms $3,919 · Management $1,411$5,330
IX-24 Other expenses (24a–d)Programs $16,085 · Management $3,478$19,563
IX-25 Total functional expensesPrograms $1,179,706 · Management $323,386 · Fundraising $15,663$1,518,755
Part X · Balance sheet $695,555 assets, 8 lines filed
X-1 Cash, non-interest-bearing$179,481
X-2 Savings and temporary cash investments$516,074
X-16 Total assetsStart of year $0$695,555
X-17 Accounts payable and accrued expenses$13,000
X-26 Total liabilitiesStart of year $0$13,000
X-27 Net assets without donor restrictions$682,555
X-32 Total net assets or fund balancesStart of year $0$682,555
X-33 Total liabilities and net assetsStart of year $0$695,555
Part XI · Reconciliation of net assets $682,555 net assets at year end
XI-1 Total revenue$1,962,884
XI-2 Total expenses$1,518,755
XI-3 Revenue less expenses$444,129
XI-9 Other changes in net assets$238,426
XI-10 Net assets at end of year$682,555

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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