Julia R. Gusse
Senior Advisor (Departed Administration)
Estimated Net Worth
  • estimated net worth
    $435 K - $1.2 M
Salary
  • salary
    $135 K
Employment
  • 01/31/2022 - 12/01/2023
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e (02/04/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Arizona State Retirement Plan, Arizona State University; retirement plan for Arizona Public Servants.
None (or less than $201)
2
Pension Benefit Guaranty Corporation, Owen Pacific Roofing (no longer in business). This was a pension plan for the roofing company employees.
None (or less than $201)
3
Edward Jones Traditional IRA
$1,001 - $15,000
None (or less than $201)
3.1
ABNDX
$1,001 - $15,000
None (or less than $201)
3.2
CAIBX
$1,001 - $15,000
None (or less than $201)
3.3
AEPGX
$1,001 - $15,000
None (or less than $201)
3.4
AMRMX
$1,001 - $15,000
None (or less than $201)
3.5
NEWFX
$1,001 - $15,000
None (or less than $201)
3.6
SMCWX
$1,001 - $15,000
None (or less than $201)
4
5XGusse Properties, LLC
$1,001 - $15,000
Rent or Royalties
$5,001 - $15,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Arizona State Retirement Plan
Phoenix, Arizona
I will receive monthly payments upon meeting my age of retirement.
1/2007
2
Pension Benefit Guaranty Corporation
Los Angeles, California
I will receive my monthly pension payments once I reach retirement age.
5/1993
3
The Maricopa Real Estate Co.
Maricopa, Arizona
Final Commissions for two properties to close by 3/1/2022
11/2014

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Tempe , Arizona
Director/Coordinator for Veterans Upward Bound.
2
The Maricopa Real Estate Co.
Maricopa, Arizona
Licensed Realtor.
3
The City of Maricopa
Maricopa, Arizona
Elected Official (term ended 12/2020)

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Verizon Wireless
salary, bonus
2
Edward Jones
$1,001 - $15,000
None (or less than $201)
2.1
ABNDX
$1,001 - $15,000
None (or less than $201)
2.2
CAIBX
$1,001 - $15,000
None (or less than $201)
2.3
AEPGX
$1,001 - $15,000
None (or less than $201)
2.4
AMRMX
$1,001 - $15,000
None (or less than $201)
2.5
NEWFX
$1,001 - $15,000
None (or less than $201)
2.6
SMCWX
$1,001 - $15,000
None (or less than $201)
3
Verizon Retirement Savings
$250,001 - $500,000
Employment Contributions Stock Investments
3.1
US Large Co Index
$50,001 - $100,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
JPMorgan Chase & Co. (JPM)
$1,001 - $15,000
Interest
None (or less than $201)
2
U.S. bank account #1 (cash)
$1,001 - $15,000
Interest
None (or less than $201)
3
U.S. bank account #2 (cash)
$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
1
Navy Federal Credit Union
$100,001 - $250,000
2005
25 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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