Estimated Net Worth
- $7 K - $110 K
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (02/28/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Senior Manager/Senior Policy Analyst | 3/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Center on Budget and Policy Priorities | Salary/Bonus | $224,816 | |
2 | Center on Budget and Policy Priorities 403(b) Plan | |||
2.1 | DFA Emerging Markets Portfolio Institutional Class (DFEMX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | DFA U.S. Micro Cap Portfolio Institutional Class (DFSCX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | TIAA-CREF International Eq Idx Instl (TCIEX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Cohen & Steers Institutional Realty Shares (CSRIX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA | |||
3.1 | iShares MSCI EAFE ESG Select ETF (ESGD) | None (or less than $1,001) | 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. The plan sponsor will not make further contributions after my separation. | 6/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Senior Manager—I sit on the Strategic Projects and Initiatives team within the State Fiscal Policy division at the Center on Budget. I manage several regranting projects which fund various of the state groups in the State Priorities Partnership network. These regrant projects are funder-driven initiatives to advocate for positive changes in the areas of fines and fees reform, increasing anti-poverty programs, and tribal-state policy. I also produce some research products around tribal-state policy and local tax issues. | |
Senior Policy Analyst—I was part of the policy research team of the State Fiscal Policy division at the Center. I helped to drive a new initiative to improve the understanding of the link between state budget and tax decisions and equity. I created written products state tax and budget analysis with a particular focus on how policy decisions can enhance or impede equity by race, ethnicity, gender, and income. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Checking Account | $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 | Democracy Federal Credit Union | $15,001 - $50,000 | 2021 | 60 |
2 | Capital One | $10,001 - $15,000 | 2020 | revolving |
3 | Department of Education/NelNet | $100,001 - $250,000 | 2019 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
Do you have information about Joshuah Marshall that is missing from this database?
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