Estimated Net Worth
- $381 K - $1.0 M
Salary
- Unknown
Employment
- 08/30/2021 - 09/01/2022
Records
Financial Disclosure Details - OGE Form 278e (11/22/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Durham, North Carolina | Managing Member | 4/2020 | |
2 | Winston-Salem, North Carolina | Executive Director | 12/2020 | |
3 | Washington, District of Columbia | Deputy Regional Finance Director | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Kasper Consulting, LLC | Salary | $22,127 | |
2 | Education Now | Salary | $100,000 | |
3 | Presidential Inaugural Committee (PIC) 2021 | Salary | $3,750 | |
4 | Biden for President | Salary | $37,886 | |
5 | Traditional IRA #1 | |||
5.1 | JPMorgan SmartRetirement 2050 Fund Class A (JTSAX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Roth IRA # 2 | |||
6.1 | Vanguard Target Retirement 2055 Fund Investor Class Shares (VFFVX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
Nothing reported in this section |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
---|---|---|---|
1 | Durham, North Carolina | Consulting services for fundraising campaign management and operations for non-profits and campaigns | |
2 | Winston-Salem, North Carolina | Executive Director | |
3 | Philadelphia, Pennsylvania | Deputy Regional Finance Director | |
4 | Raleigh, North Carolina | Consulting Services (Kasper Consulting, LLC) | |
5 | Charlotte, North Carolina | Consulting Services (Kasper Consulting, LLC) | |
6 | Washington, District of Columbia | Consulting Services (Kasper Consulting, LLC) |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Cityblock Health, Inc. (Healthcare Technology) | salary | ||
2 | Blue Cross and Blue Shield of North Carolina (Insurance) | salary | ||
3 | Cityblock Health, Inc., unvested stock options (value not readily ascertainable) | None (or less than $201) | ||
4 | Rollover IRA # 3 | |||
4.1 | Vanguard Target Retirement 2050 Fund (VFIFX) | $50,001 - $100,000 | None (or less than $201) | |
5 | Roth IRA # 4 | |||
5.1 | Vanguard Target Retirement 2060 Fund (VTTSX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Beneficiary IRA #5 | |||
6.1 | Vanguard Target Retirement 2050 Fund (VFIFX) | $15,001 - $50,000 | None (or less than $201) | |
7 | IRA #6 |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U.S. bank account # 1 (cash) | $100,001 - $250,000 | Interest | None (or less than $201) |
2 | U.S. bank account # 2 (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
3 | U.S. credit union account (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. bank account # 3 (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
5 | Vanguard Brokerage # 1 | |||
5.1 | Vanguard GNMA Fund Investor Shares (VFIIX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Vanguard LifeStrategy Moderate Growth Fund Investor Shares (VSMGX) | $50,001 - $100,000 | None (or less than $201) | |
6 | Vanguard Brokerage # 2 | |||
6.1 | Vanguard Federal Money Market Fund (VMFXX) | $15,001 - $50,000 | None (or less than $201) | |
7 | Vanguard Brokerage # 3 |
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 |
---|---|---|
5 | 3 | Value of Cityblock Health, Inc. unvested stock options is not readily ascertainable: 54,733 unvested shares, strike $7.89, vests 1/48 monthly, 1 year cliff, vesting schedule begins 11/30/2020, fully vested 11/29/2024 |
6 | 9 | Value not readily ascertainable. I have a 1/6 interest in the trust. The trust holds a copyright interest in the catalog of songs written by Isaac Hayes. |
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