Liabilities / Assets
41st percentile
Higher debt load relative to assets than 41% of similar nonprofits.
990 • Fiscal year 2020 • EIN 82-3988188
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
41st percentile
Higher debt load relative to assets than 41% of similar nonprofits.
Liabilities / Revenue
30th percentile
Higher debt load relative to revenue than 30% of similar nonprofits.
Net Margin
7th percentile
Higher net margin than 7% of similar nonprofits.
Top Officer Pay
91st percentile
Higher top officer pay than 91% of similar nonprofits.
Top officer pay equals 17.1% of source-year revenue.
Asset Growth
2nd percentile
Faster asset growth than 2% of similar nonprofits.
Revenue Growth
4th percentile
Faster revenue growth than 4% of similar nonprofits.
Assets
Down$863,096
Down $714,866 (-45%) from 2019
Net Assets
Down$816,216
Down $716,115 (-47%) from 2019
Liabilities
Up$46,880
Up $1,249 (+2.7%) from 2019
Revenue
Down$1,260,242
Down $2,691,799 (-68%) from 2019
Expenses
Down$1,976,357
Down $934,512 (-32%) from 2019
Net Income
Down-$716,115
Down $1,757,287 (-169%) from 2019
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $1,275,547 | $676,079 | ▼ $599,468 |
| Cash and Non-Interest-Bearing Accounts | $288,940 | $173,542 | ▼ $115,398 |
| Prepaid Expenses and Deferred Charges | $13,475 | $13,475 | → $0 |
| Total Assets | $1,577,962 | $863,096 | ▼ $714,866 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $45,631 | $46,880 | ▲ $1,249 |
| Total Liabilities | $45,631 | $46,880 | ▲ $1,249 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $1,526,470 | $716,995 | ▼ $809,475 |
| Net Assets Without Donor Restrictions | $5,861 | $99,221 | ▲ $93,360 |
| Total Net Assets Fund Balance | $1,532,331 | $816,216 | ▼ $716,115 |
| Total Liabilities and Net Assets / Fund Balance | $1,577,962 | $863,096 | ▼ $714,866 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Anthony M Randazzo | Executive Director | FT | $198,000 | $18,000 | $216,000 |
| Name | Title |
|---|---|
| Dan Liljenquist | Chairman |
| Josh McGee | Director |
| Richard Ravitch | Director |
| Pete Constant | Secretary |
| Lois Scott | Treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Nelson Mullins Riley & Scarborough LLP | EducationCounsel | 1320 Main Street 17th Floor, Columbia, SC 29201 | $186,000 |
| Line Item | Amount |
|---|---|
| Other Expenses | $673,715 |
| Grants and Similar Amounts Paid | $672,946 |
| Salaries, Compensation, and Employee Benefits | $629,696 |
| Total Fundraising Expense | $21,666 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $672,946 | - | - | $672,946 |
| Other Salaries and Wages | $330,654 | - | - | $330,654 |
| Fees for Services Other | $283,101 | $3,884 | - | $286,985 |
| Current Officers, Directors, Trustees, and Key Employees | $194,400 | - | $21,600 | $216,000 |
| Fees for Services Accounting | - | $61,154 | - | $61,154 |
| Occupancy | - | $43,718 | - | $43,718 |
| Payroll Taxes | $39,113 | - | - | $39,113 |
| Pension Plan Contributions | $23,677 | - | - | $23,677 |
| Other Employee Benefits | $20,252 | - | - | $20,252 |
| Information Technology | - | $10,327 | - | $10,327 |
| Fees for Services Legal | - | $8,589 | - | $8,589 |
| Travel | $7,759 | - | - | $7,759 |
| Office Expenses | $2,961 | $2,479 | - | $5,440 |
| Other Expenses | $2,246 | $214 | $66 | $2,460 |
| Total Functional Expenses | $1,824,326 | $130,365 | $21,666 | $1,976,357 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $1,976,357 |
| Total Expenses per Audited Statements | $1,976,357 |
| Total Expenses per Form 990 | $1,976,357 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| The Reason Foundation | Washington, DC | - | For Reason's project to advance its technical assistance work to support reform efforts in six states. | $520,000 |
| Bellwether Education Partners | Washington, DC | - | 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. | $64,728 |
| Arizona State University | Tempe, AZ | - | For the development of a multimedia platform to engage retirement system stakeholders in a collaborative problem solving process. | $48,217 |
| New York University | New York, NY | - | 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 |
| Georgetown University | Washington, DC | - | To develop research related to the effects of public sector unfunded liabilities on compensation of public school employees. | $15,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The Organization does not have any committees to act on behalf of the governing body.”
“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.”
“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.”
“Compensation is determined by the Board of Directors.”
“The Organization makes its documents available upon request.”
“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.”
“The Organization did not change either its oversight process or selection process during the tax year.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 45631 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 46880 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AllOtherContributionsAmt | 0 | 1152558 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | The Organization |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3478087192 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2824 Steinway Street Set 221 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Queens |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 11103 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 288940 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 173542 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 21600 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 194400 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 216000 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 186000 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 1320 Main Street 17th Floor |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | Columbia |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | SC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 29201 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | Nelson Mullins Riley & Scarborough LLP |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | EducationCounsel |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 1259710 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 672946 |
| IRS990/CYInvestmentIncomeAmt | 0 | 532 |
| IRS990/CYOtherExpensesAmt | 0 | 673715 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -716115 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 629696 |
| IRS990/CYTotalExpensesAmt | 0 | 1976357 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 21666 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1260242 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | 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. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 1526470 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 716995 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 6 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 1824326 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 61154 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 61154 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 8589 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 8589 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 3884 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 283101 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 286985 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 18000 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Dan Liljenquist |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Richard Ravitch |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Pete Constant |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Lois Scott |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Josh McGee |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Anthony M Randazzo |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 198000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Executive Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2017 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GovernmentGrantsAmt | 0 | 107152 |
| IRS990/GrantAmt | 0 | 672946 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 672946 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 672946 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 1260242 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 10327 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 10327 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 532 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 532 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 14 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1532331 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 816216 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 5861 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 99221 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 43718 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 43718 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 2479 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 2961 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 5440 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 20252 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 20252 |
| IRS990/OtherExpensesGrp/Desc | 0 | Grant Management |
| IRS990/OtherExpensesGrp/Desc | 1 | Program Events |
| IRS990/OtherExpensesGrp/Desc | 2 | Dues and Subscriptions |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 66 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 214 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 242217 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 5000 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 2246 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 242283 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 5000 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2460 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 330654 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 330654 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 39113 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 39113 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 23677 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 23677 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 13475 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 13475 |
| IRS990/PrincipalOfficerNm | 0 | Anthony M Randazzo |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 3929966 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 683413 |
| IRS990/PYInvestmentIncomeAmt | 0 | 547 |
| IRS990/PYOtherExpensesAmt | 0 | 1376572 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 21528 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1041172 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 850884 |
| IRS990/PYTotalExpensesAmt | 0 | 2910869 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 3952041 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -716115 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 0 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1275547 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 676079 |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 1259710 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3929966 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1839746 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 7029422 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 532 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 547 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 1079 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 21528 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 532382 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 6497040 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 1259710 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3929966 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1839746 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 7029422 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 7030501 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 1976357 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 1260242 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part X, Line 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 1976357 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 1260242 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 1260242 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 1976357 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 64728 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 22181 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 520000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 4 | 48217 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | 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. |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | 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. |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 2 | For Reason's project to advance its technical assistance work to support reform efforts in six states. |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 3 | To develop research related to the effects of public sector unfunded liabilities on compensation of public school employees. |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 4 | For the development of a multimedia platform to engage retirement system stakeholders in a collaborative problem solving process. |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | Bellwether Education Partners |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | New York University |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 2 | The Reason Foundation |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 3 | Georgetown University |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 4 | Arizona State University |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 261914515 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 135562308 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 2 | 953298239 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 3 | 530196603 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 4 | 860196696 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 1426 9th Street NW |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 27 West Fourth Street |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 2 | 1747 Connecticut Avenue NW |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 3 | 2020 Healy Hall 37th and O streets |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 4 | Office for Research and Sponsored |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt | 0 | NW |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt | 1 | Projects |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | Washington |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | New York |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 2 | Washington |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 3 | Washington |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 4 | Tempe |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | NY |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 2 | DC |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 3 | DC |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 4 | AZ |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 20001 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 1 | 10003 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 2 | 20009 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 3 | 20057 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 4 | 852876011 |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 5 |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | 0 |
| IRS990ScheduleJ/BoardOrCommitteeApprovalInd | 0 | X |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompensationSurveyInd | 0 | X |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 198000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 18000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | Anthony M Randazzo |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | Executive Director |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 216000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The Organization does not have any committees to act on behalf of the governing body. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Compensation is determined by the Board of Directors. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | The Organization makes its documents available upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | The Organization did not change either its oversight process or selection process during the tax year. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section B, line 12 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section B, line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part IX, line 11g |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part XII, Line 2c: |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 1 | NY |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 1577962 |
| IRS990/TotalAssetsEOYAmt | 0 | 863096 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1577962 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 863096 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 1 |
| IRS990/TotalContributionsAmt | 0 | 1259710 |
| IRS990/TotalEmployeeCnt | 0 | 6 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 21666 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 130365 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 1824326 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1976357 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 45631 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 46880 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 45631 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 46880 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1532331 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 816216 |
| IRS990/TotalOtherCompensationAmt | 0 | 18000 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 1824326 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 198000 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.