EIN 82-3988188

Equable Institute

IRS 501(c) type
501(c)(3)
Num. employees
7
Year formed
2017
Most recent tax filings
2022-12-01
Description
Equable Institute educates and informs employees, retirees, and other stakeholders about creating real retirement plan sustainability and accountability while maintaining future income security. Equable has helped public sector retirement system stakeholders in multiple states better understand existing sustainability challenges through historic analysis, academic research, and technical assistance.
Also known as...
Retirement Security Foundation
Total revenues
$1,106,481
2022
Total expenses
$1,048,292
2022
Total assets
$702,801
2022
Num. employees
7
2022

Program areas at Equable Institute

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 the effects that various changes would have to long-term sustainability, solvency, and retirement security of those systems. 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 income security.

Grants made by Equable Institute

GranteeGrant descriptionAmount
The Reason FoundationFor Reason's Project To Advance Its Technical Assistance Work To Support Reform Efforts in Six States.$520,000
Bellwether Education PartnersGrant 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.$64,728
New York University (NYU)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.$22,181
...and 1 more grant made

Who funds Equable Institute

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Walton Family FoundationTo Increase Awareness of and Support for Improving Teacher Pension Systems.$650,000
Walton Family FoundationTo Increase Support for Policies That Improve Teacher Pension Systems, With the Specific Goal of Minimizing the Effect That Pension Debt Has on Education Budgets.$350,000
The Reason FoundationJoint Work on Projects Related To Public Sector Debt$280,000

Personnel at Equable Institute

NameTitleCompensation
Jonathan W MoodyVice President for Research / Vice President of Research$143,000
Anthony M RandazzoExecutive Director$200,000
Josh McGeeChairman / Director$0
Lois ScottTreasurer$0
Pete ConstantSecretary$0

Financials for Equable Institute

RevenuesFYE 12/2022
Total grants, contributions, etc.$1,080,027
Program services$26,380
Investment income and dividends$74
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,106,481

Form 990s for Equable Institute

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122022-11-23990View PDF
2020-122021-11-15990View PDF
2019-122021-04-01990View PDF
2018-122019-10-03990View PDF
Data update history
December 29, 2023
Received grants
Identified 2 new grant, including a grant for $650,000 from Walton Family Foundation
December 28, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 29, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 12, 2023
Received grants
Identified 2 new grant, including a grant for $100,000 from Bill & Melinda Gates Foundation
Nonprofit Types
Grantmaking organizationsSocial advocacy organizationsSchoolsCharities
Issues
Education
Characteristics
Tax deductible donationsAccepts online donations
General information
Address
2824 Steinway St Ste 221
Astoria, NY 11103
Metro area
New York-Newark-Jersey City, NY-NJ-PA
County
Queens County, NY
Website URL
equable.org/ 
Phone
(347) 808-7192
IRS details
EIN
82-3988188
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2017
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B01: Education Alliances and Advocacy
NAICS code, primary
813319: Social Advocacy Organizations
Parent/child status
Independent
California AB-488 details
AB 488 status
Not Operating or In Process of Dissolving
Charity Registration status
Dissolution Waiver Issued
FTB status revoked
Revoked
AG Registration Number
CT0272929
FTB Entity ID
4097862
AB 488 data last updated ("as-of") date
2024-10-16
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