Estimated Net Worth
- $112 K - $516 K
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/14/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Executive Director | 3/2023 | |
2 | Washington, District of Columbia | Board member | 3/2023 | |
3 | Wisconsin Department of Children and Families | Madison, Wisconsin | Assistant Secretary | 6/2020 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | National Financial Services Non-qualified Individual Account | $50,001 - $100,000 | Capital Gains | $2,501 - $5,000 |
1.1 | Ariel Fund Institutional CI (ARIAX) | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
1.2 | CCM Community Impact Bond Fund Institutional Shares (CRANX) | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
1.3 | Calvert Emerging Markets Equity Fund CI I (CVMIX) | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
1.4 | Calvert High-Yield Bond Fund CI I (CYBIX) | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
1.5 | Calvert Short Duration Income Fund CI I (CDSIX) | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
1.6 | Calvert Small-Cap Fund CI I (SSVIX) | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
1.7 | Calvert U.S. Large-Cap Core Responsible Index Fund CI I (CISIX) | $1,001 - $15,000 | Capital Gains | $1,001 - $2,500 |
1.8 | Parnassus Value Equity Fund Institutional Shares (PFPWX) | $1,001 - $15,000 | Capital Gains | $201 - $1,000 |
1.9 | Thornburg Better World International Fund CI I (TBWIX) | $1,001 - $15,000 | Capital Gains | $1,001 - $2,500 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | Ended employment and participation in employee retirement plan. Participation was terminated upon leaving the organization in March 2023. | 3/2021 |
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 | Personal savings/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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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