Shantha Ready Alonso
Director, Intergovernmental and External Affairs
Estimated Net Worth
  • estimated net worth
    $127 K - $380 K
Salary
  • salary
    $144 K
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (07/15/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
US Trustees of the World Student Christian Federation
New York, New York
Member of the Board of Directors
Present
2
Takoma Soccer
Takoma Park, Maryland
Coach
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1:
1.1
ESG Large Cap Core A (JHJAX)
$50,001 - $100,000
None (or less than $201)
2
Division of Homeland Ministries, 403(b) plan:
2.1
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
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
GRID Alternatives Inland Empire, Inc.
salary, bonus
2
Coachella Valley Unified School District, 401(a) Defined Benefit Plan (value not readily ascertainable)
None (or less than $201)
3
Jezic & Krum, LLC, 401(k) plan:
3.1
Dimensional 2050 Target Date Retirement Income Fund Institutional Cl S (DRIJX)
$15,001 - $50,000
None (or less than $201)
4
GRID Alternatives Inland Empire, Inc., 401(k)
4.1
Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Maryland 529 College Savings Account
1.1
Portfolio 2036
$15,001 - $50,000
None (or less than $201)
2
U.S. credit union #1 (cash account)
$15,001 - $50,000
None (or less than $201)
3
U.S. bank #1 (cash account)
$1,001 - $15,000
None (or less than $201)
4
Online brokerage account:
4.1
Vanguard Dividend Growth Inv (VDIGX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard Dividend Growth Fund Investor Shares (VDIGX)
Sale
07/14/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
FedLoan
$250,001 - $500,000
2009
25 years
2
Lafayette Federal Credit Union
$15,001 - $50,000
2022
60 months
3
American Express
$15,001 - $50,000
2022
revolving
4
Bank of America
$10,001 - $15,000
2017
revolving
5
Chase Slate
$10,001 - $15,000
2017
revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Personal Friend
Paducah, Kentucky
Airline ticket from a friend. Personal activity unrelated to official duties
$1,400

Endnotes

Section
#
Description
1
1
Initiated as an uncompensated board member in 2016, but cannot confirm start month.
1
2
Unpaid volunteer
2
2.1
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.

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