Estimated Net Worth
  • estimated net worth
    $421 K - $1.2 M
Salary
  • salary
    Unknown
Employment
  • Started 05/24/2021

Financial Disclosure Details - OGE Form 278e (05/07/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
St. Louis, Missouri
Chief of Staff
5/2021
2
Washington, District of Columbia
Board member
5/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
DNC 401(k) plan
None (or less than $201)
1.1
SSgA Cash Series U.S. Government Fund - Class L
$1,001 - $15,000
None (or less than $201)
2
NEW PARTNERS CONSULTING INC RETIREMENT PLAN
None (or less than $201)
2.1
Franklin Templeton Moderate Allocation Fund - Class R
$1,001 - $15,000
None (or less than $201)
3
Principal Bank IRA (Cash Account)
$1,001 - $15,000
None (or less than $201)
4
Catholic Health Association of the United States
Salary
$296,729
5
Fidelity Freedom 2045 Fund Class K Shares (FSNZX)
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will retain my 401(K) retirement plan with New Partner's Consulting, Inc. Neither I nor new Partners Consulting, Inc. will make further contributions to the plan.
2/2012
2
Washington, District of Columbia
I will retain my 401(K) retirement plan with the Democratic National Committee (DNC). Neither the DNC nor I will make further contributions to the plan.
2/2009
3
SAINT LOUIS, Missouri
I will retain my 401(K) retirement plan with Catholic Health Association of the United States. Neither I nor Catholic Health Association of the United States will make further contributions to the plan.
5/2017

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
St. Louis, Missouri
Full time employee of Catholic Health Association of the United States as Chief of Staff. Managed the office of the CEO and president, worked on various advocacy, policy and communications strategies.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
KIPP DC
salary
$163,065
2
KIPP DC Retirement Plan 401(k)
$100,001 - $250,000
2.1
Invesco Developing Markets Fund
$1,001 - $15,000
None (or less than $201)
2.2
AmerFunds EuroPacific Gr Fund
$1,001 - $15,000
None (or less than $201)
2.3
T. Rowe Price Blue Chip Growth
$1,001 - $15,000
None (or less than $201)
2.4
Vanguard 500 Index Admiral Shares
$15,001 - $50,000
None (or less than $201)
2.5
Fidelity 500 Index Fund
$50,001 - $100,000
None (or less than $201)
2.6
Fidelity Mid Cap Index Fund
$1,001 - $15,000
None (or less than $201)
2.7
Fidelity Small Cap Index Fund
$1,001 - $15,000
None (or less than $201)
3
Teachers Retirement System NYC 401(k) (Cash Account)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Principal Equity Income Fund (Mutual Fund)
$1,001 - $15,000
None (or less than $201)
2
Principal Capital Appreciation Fund (Mutual Fund)
$15,001 - $50,000
None (or less than $201)
3
Wells Fargo Checking (cash)
$15,001 - $50,000
Interest
None (or less than $201)
4
Wells Fargo Savings (cash)
$50,001 - $100,000
Interest
None (or less than $201)
5
Wells Fargo Checking #2 (cash)
$50,001 - $100,000
Interest
None (or less than $201)
6
Wells Fargo Savings #2 (cash)
None (or less than $1,001)
Interest
None (or less than $201)
7
Wells Fargo Checking #3 (cash)
$1,001 - $15,000
Interest
None (or less than $201)
8
Omaha Firefighters Credit Union (CD)
$1,001 - $15,000
Interest
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
2
The position on the board is unpaid but there are fiduciary duties. This non-profit was formed in the last six months and is sister to United States of Care 501(c)3. I can leave this position at any time.

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