Christopher Alexander Coes
Assistant Secretary
Estimated Net Worth
- $157 K - $755 K
Salary
- Unknown
Employment
- Started 05/26/2022
Financial Disclosure Details - OGE Form 278e (02/10/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Washington, District of Columbia | Vice President | 1/2021 | |
2 | Washington, District of Columbia | Board of Directors, Treasurer | 1/2021 | |
3 | Washington, District of Columbia | Professor | 4/2021 | |
4 | Washington, District of Columbia | President and Chief Operating Officer | 1/2021 | |
5 | Washington, District of Columbia | Board of Directors | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Smart Growth America (community development organization) | Salary/Bonus | $8,476 | |
2 | IRA | |||
2.1 | Northwestern Mutual Index 500 Stock Fund | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Northwestern Mutual Domestic Equity Fund | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Northwestern Mutual Research International Core Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | George Washington University | Salary | $889 | |
4 | IRA | |||
4.1 | John Hancock Funds II Multimanager 2050 Lifetime Portfolio Class A Shares (JLKAX) | $100,001 - $250,000 | None (or less than $201) | |
5 | Roth IRA | |||
5.1 | John Hancock Funds II Multimanager 2050 Lifetime Portfolio Class A Shares (JLKAX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
Nothing reported in this section |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
---|---|---|---|
1 | Washington, District of Columbia | Vice President of Smart Growth America, and President and COO of TOD Finance and Advisors, Inc. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Capital One Financial Corp. (COF) | Salary, Bonus | ||
2 | CAPITAL One 401K | |||
2.1 | Blackrock LifePath Index 2045 Non- Lendable Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | US Brokerage Rollover IRA | |||
3.1 | US Brokerage Sweep Account | $1,001 - $15,000 | None (or less than $201) | |
3.2 | CHARLES SCHWAB US REIT | $1,001 - $15,000 | None (or less than $201) | |
3.3 | ISHARES GOLD TRUST | $1,001 - $15,000 | None (or less than $201) | |
3.4 | SCHWAB EMERGING MARKETS Large Company ETF | $1,001 - $15,000 | None (or less than $201) | |
3.5 | SCHWAB Fundamental Emerging Markets | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Schwab Fundamental International Large Company Index ETF (FNDF) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U.S. bank #1 (cash account) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash account) | $1,001 - $15,000 | None (or less than $201) | |
3 | Estate of a family member (value not readily ascertainable) | None (or less than $201) | ||
4 | Northwestern Mutual, whole life | $1,001 - $15,000 | None (or less than $201) | |
5 | Fundrise Income eREIT | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
Nothing reported in this section |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | Navient | $100,001 - $250,000 | 2007 | 25 years |
2 | UHEAA | $15,001 - $50,000 | 2001 | 272 months |
3 | First Home Mortgage | $500,001 - $1,000,000 | 2020 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
1 | 2 | Served on the Board of the Directors in January 2016- January 2021; Served as Treasurer from January 2017- January 2021 |
8 | 1 | The interest rate for this loan is present at 0% due to federal COVID relief. Pre- and post-COVID, the loan interest rate is 4.25%. |
8 | 2 | I held this loan with ACS Education for 10 years. The loan was purchased by UHEAA and placed into a 152 month repayment term in 2016. The total number of months listed for the "loan term" in this entry represents the total time of the loan term between ACS and UHEAA. |
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