James Kvaal
Under Secretary
Estimated Net Worth
  • estimated net worth
    $821 K - $2.4 M
Salary
  • salary
    Unknown
Employment
  • Started 09/14/2021

Financial Disclosure Details - OGE Form 278e (05/05/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Oakland, California
President
4/2021
2
Washington, District of Columbia
President
9/2021
3
Washington, District of Columbia
Deputy Lead for Department of Education Review Team
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The Institute for College Access & Success
Salary
$81,461
2
Rollover IRA
2.1
Fidelity Freedom 2040 Fund
$1,001 - $15,000
None (or less than $201)
3
Roth IRA
3.1
Fidelity Total Market Index Fund
$15,001 - $50,000
None (or less than $201)
3.2
Fidelity International Index Fund
$15,001 - $50,000
None (or less than $201)
3.3
Fidelity Small Cap Enhanced Index Fund
$15,001 - $50,000
None (or less than $201)
3.4
Fidelity Corporate Bond Fund
$15,001 - $50,000
None (or less than $201)
3.5
Fidelity Long-Term Treasury Bond Index Fund
$1,001 - $15,000
None (or less than $201)
3.6
Fidelity Real Estate Investment Portfolio
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but neither I nor my plan sponsor will make further contributions after my separation.
1/2018
2
Ann Arbor, Michigan
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
9/2016

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
For Our Future Action Fund (Grassroots engagement and advocacy)
Salary
2
IRA
2.1
Vanguard Target Retirement 2050 Fund
$50,001 - $100,000
None (or less than $201)
3
For Our Future Action Fund 401(k) #1
3.1
Vanguard Short-Term Federal Fund
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard Total Stock Market Index Fund
$1,001 - $15,000
None (or less than $201)
3.3
Vanguard Information Technology Index Fund Admiral Class Shares (VITAX)
$1,001 - $15,000
None (or less than $201)
3.4
American Funds EuroPacific R6
$1,001 - $15,000
None (or less than $201)
4
Maryland Democratic Party 401(k)
4.1
Fidelity Freedom Index Income Premier
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard Target Retirement 2040 Fund
$15,001 - $50,000
$5,001 - $15,000
2
Vanguard Short-Term Investment-Grade Fund Investor Shares
$15,001 - $50,000
$201 - $1,000
3
Vanguard LifeStrategy Moderate Growth Fund
$50,001 - $100,000
$2,501 - $5,000
4
U.S. Bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
5
U.S. Bank #2 (cash)
$15,001 - $50,000
None (or less than $201)
6
Fidelity Total Market Index Fund (FSKAX)
$100,001 - $250,000
$1,001 - $2,500
7
Fidelity International Index Fund (FSPSX)
$100,001 - $250,000
$2,501 - $5,000
8
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$50,001 - $100,000
$1,001 - $2,500
9
Fidelity Tax-Exempt Money Market Fund (FMOXX)
$1,001 - $15,000
None (or less than $201)
10
Fidelity Small Cap Enhanced Index Fund (FCPEX)
$15,001 - $50,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX)
Purchase
03/01/2021
$1,001 - $15,000
2
Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX)
Purchase
05/17/2021
$1,001 - $15,000
3
Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX)
Purchase
07/22/2021
$1,001 - $15,000
4
Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX)
Purchase
07/22/2021
$1,001 - $15,000
5
Fidelity Freedom Index Income Premier
Purchase
08/06/2021
$15,001 - $50,000
6
Fidelity Long-Term Treasury Bond Index Fund (FNBGX)
Sale
03/01/2021
$1,001 - $15,000
7
Fidelity Corporate Bond Fund (FCBFX)
Purchase
03/01/2021
$1,001 - $15,000
8
Fidelity International Index Fund (FSPSX)
Purchase
03/01/2021
$1,001 - $15,000
9
Fidelity Small Cap Enhanced Index Fund (FCPEX)
Sale
03/01/2021
$1,001 - $15,000
10
Fidelity Long-Term Treasury Bond Index Fund (FNBGX)
Purchase
03/01/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$250,001 - $500,000
2020
30 years
2
Chase
$250,001 - $500,000
2014
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
2
This mortgage has been paid off.

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