Georgia · Nonprofit
EQUABLE INSTITUTE
EQUABLE INSTITUTE (Georgia) receives grants from 5 organizations whose IRS filings report $4,032,548 to it, the largest being Walton Family Foundation Inc ($2,702,548). 2 of them have funded it in more than one year.
- Revenue FY2024
- —
- Funders on record
- 5
- Grants received
- $4.0M
- Net assets
- $0
What Equable Institute does
Mission
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.
As stated on its FY2024 Form 990-EZ.
Program
2023 PROGRAM SERVICE ACCOMPLISHMENTSEquable 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 those systems. 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 empower educators to ensure their retirement income security.
$1,256,245 spentof which $195,000 as grants$15,150 earned by the program100% of program spending
The program described on its FY2023 Form 990. Program spending in total: $1,256,245.
The organization over time
Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $1.6M to $863k (−45%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 9% · 2021 9%. Grants only. Government contracts and fees sit inside program revenue.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 6 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Anthony M Randazzo
Executive Director
Board chair
Josh McGee
Chairman
As listed on its FY2023 Form 990-EZ.
Who funds it, year by year
2020 → 2023: the base narrowed from 2 funders to 1 funder, grant income fell $1.0M → $280k.
From the IRS filings of EQUABLE INSTITUTE’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
EQUABLE INSTITUTE leans on a few funders — its largest provides 67% of grant income and the top three 97%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
Largest funder’s share by year: 2020 99% · 2021 88% · 2022 93% · 2023 100% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
EQUABLE INSTITUTE draws 100% of its grant income from funders outside Georgia, across 5 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like EQUABLE INSTITUTE
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Georgia
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Public support
0%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 2 states
Screen this organization
A dated, signed PDF of the compliance screen for EQUABLE INSTITUTE: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds EQUABLE INSTITUTE?
- EQUABLE INSTITUTE (Georgia) receives grants from 5 organizations whose IRS filings report $4,032,548 to it, the largest being Walton Family Foundation Inc ($2,702,548). 2 of them have funded it in more than one year.
- How many funders does EQUABLE INSTITUTE have?
- IRS filings report 5 organizations giving $4,032,548 in grants to EQUABLE INSTITUTE, 2 of which have funded it in more than one year.
- Who is the largest funder of EQUABLE INSTITUTE?
- Walton Family Foundation Inc is the largest funder on record, with $2,702,548 in grants. The full list of funders is on this page.
- How can an organization like EQUABLE INSTITUTE find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Georgia. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2019–2023), and the filings of 5 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing