Shantha Ready Alonso
Director for Intergovernmental and External Affairs
Estimated Net Worth
  • estimated net worth
    $585 K - $1.3 M
Salary
  • salary
    Unknown
Employment
  • Started 02/16/2021

Financial Disclosure Details - OGE Form 278e (02/19/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Indianapolis, Indiana
Executive Director, Creation Justice Ministries
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Division of Homeland Ministries
Salary
$150,693
2
IRA 1
2.1
ESG Large Cap Core A (JHJAX)
$50,001 - $100,000
None (or less than $201)
3
Division of Homeland Ministries, 403b
3.1
Tax-Deferred Retirement Account
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Indianapolis, Indiana
I will continue to participate in this defined contribution plan, however my employer no longer makes any contributions.
1/2017

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Indianapolis, Indiana
Executive Dir. of Creation Justice Ministries
2
Silver Spring, Maryland
landlord

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
GRID Alternatives Inland Empire Inc.
salary, bonus
2
Online brokerage account
2.1
Vanguard Dividend Growth Inv (VDIGX)
$1,001 - $15,000
None (or less than $201)
2.2
Wasatch Small Cap Growth Investor (WAAEX)
None (or less than $1,001)
None (or less than $201)
2.3
Western Asset Core Bond (WATFX)
$1,001 - $15,000
None (or less than $201)
2.4
Wasatch Core Growth (WGROX)
None (or less than $1,001)
None (or less than $201)
3
Coachella Valley Unified School District
3.1
CalSTRS defined benefit plan (value not readily ascertainable)
None (or less than $201)
4
Jezic & Krum, LLC 401(k)
4.1
Dimensional 2050 Target Date Retirement Income Fund Institutional Cl S (DRIJX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
MD 529 College Savings Account
1.1
Portfolio 2036
$1,001 - $15,000
None (or less than $201)
2
U.S. credit union #1 (cash account)
$1,001 - $15,000
None (or less than $201)
3
Residential real estate, silver spring MD
$500,001 - $1,000,000
Rent or Royalties
$2,501 - $5,000
4
U.S. bank #1 (cash account)
$1,001 - $15,000
None (or less than $201)
5
National Benevolent Association
Cash grant
$1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Lafayette Federal Credit Union
$15,001 - $50,000
2018
4 years
2
MOHELA
$250,001 - $500,000
2009
25 years
3
Wells Fargo
$250,001 - $500,000
2012
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
3.1
As part of this 403b, the participants are not invested in mutual funds, stocks, bonds, ETFs, or commodities and do not choose any type of asset allocation. Participants receive returns made up of a base rate of interest, it essentially operates as a high interest savings account although withdrawals may not be made without tax implications as it is a defined contribution plan.
6
3
Monthly rental income
6
5
One time cash grant in 2020

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