Estimated Net Worth
  • estimated net worth
    $1.4 M - $6.2 M
Salary
  • salary
    Unknown
Employment
  • Started 04/11/2021

Financial Disclosure Details - OGE Form 278e (05/14/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Executive Director
1/2021
2
Washington, District of Columbia
Board Member
1/2021
3
Washington, District of Columbia
Board Chair
Present
4
Washington, District of Columbia
Board Member
2/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Family Values @ Work
Salary
$23,299
2
Family Values @ Work Retirement Account
2.1
American Funds 2040 Target Date Retirement Fund
$100,001 - $250,000
None (or less than $201)
3
Open Society Institute Retirement Plan 403b
3.1
PIMCO Total Return Fund II Institutional
$15,001 - $50,000
None (or less than $201)
3.2
American Funds Euro Pacific GR R6
$15,001 - $50,000
None (or less than $201)
3.3
Fidelity Total Market Index
$15,001 - $50,000
None (or less than $201)
3.4
Goldman Sachs Small Cap Value Instl
$15,001 - $50,000
None (or less than $201)
3.5
Meridian Growth Institutional
$15,001 - $50,000
None (or less than $201)
4
Annie E Casey Foundation 401A Retirement Fund

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Milwaukee, Wisconsin
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2014
2
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2012
3
Baltimore, Maryland
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2003

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account #1 (S)
$1,001 - $15,000
None (or less than $201)
2
U.S. Federal Credit Union
$50,001 - $100,000
None (or less than $201)
3
U.S. bank account #2 (S)
$15,001 - $50,000
None (or less than $201)
4
U.S. bank account #3 (S)
$50,001 - $100,000
None (or less than $201)
5
U.S. bank account #4 (S)
$1,001 - $15,000
None (or less than $201)
6
U.S. Bank Account #5 (B)
$15,001 - $50,000
None (or less than $201)
7
U.S. bank account #6 (B)
$15,001 - $50,000
None (or less than $201)
8
U.S. bank account #7 (B)
$1,001 - $15,000
None (or less than $201)
9
U.S. savings account (ESA) #1
$1,001 - $15,000
None (or less than $201)
10
U.S. savings account (ESA)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Spouse's father
Bloomington, Indiana
Christmas gift
$800.00

Endnotes

Section
#
Description
1
2
Positions 2 - 4 were inadvertently left off New Entrant Report.
6
12
There is no income derived from the LLC (only upon sale of an asset would there be income to the multiple shareholders).

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