Shelby Scales
Director, Office Of Small And Disadvantaged Business Utilization
Estimated Net Worth
- $544 K - $1.6 M
Salary
- Unknown
Employment
- Started 08/16/2021
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Durham, North Carolina | VP, Center for Professional Services | 8/2021 | |
2 | Raleigh, North Carolina | Director, Office of Civil Rights | 3/2021 | |
3 | Burlington, North Carolina | Owner/Operator | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | National Institute for Economic Development | Salary | $31,500 | |
2 | North Carolina Department of Transportation | Salary | $137,000 | |
3 | JNL IRA 6434 | |||
3.1 | JNL IRA | $100,001 - $250,000 | ||
3.1.1 | Baillie Gifford International Growth Fund Institutional Class Shares (BGESX) | $15,001 - $50,000 | None (or less than $201) | |
3.1.2 | Info Tech Sector Fund | $15,001 - $50,000 | None (or less than $201) | |
3.1.3 | Nasdaq 100 Index Fund | $15,001 - $50,000 | None (or less than $201) | |
3.1.4 | BlackRock Large Cap Select Growth Fund Class A | $15,001 - $50,000 | None (or less than $201) | |
3.1.5 | American Growth Fund | $15,001 - $50,000 | None (or less than $201) | |
3.2 | CUIS IRA | $15,001 - $50,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Rochester, Michigan | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 3/2016 |
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 | City of Burlington | salary | ||
2 | Scales Transportation Services LLC (Private Transportation Services) | Fees for service | ||
3 | City of Burlington- State of NC System | |||
3.1 | State 401 Retirement | $100,001 - $250,000 | ||
3.1.1 | NC Stable Value Fund | $15,001 - $50,000 | None (or less than $201) | |
3.1.2 | NC Treasury | $1,001 - $15,000 | None (or less than $201) | |
3.1.3 | NC Fixed Income Fund | $15,001 - $50,000 | None (or less than $201) | |
3.1.4 | NC Large Cap Index Fund | $1,001 - $15,000 | None (or less than $201) | |
3.1.5 | NC Small Mid Cap Core Fund | $1,001 - $15,000 | None (or less than $201) | |
3.1.6 | NC International Fund | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Rental Home (Burlington, NC) | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
2 | 529 Plan: CFNC College Foundation of North Carolina - Aggressive Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3 | Whole Life Insurance | $1,001 - $15,000 | None (or less than $201) | |
4 | Rental Property (Durham, NC) | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
5 | Land (Henry County, VA) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Sale of Rental Property (Durham) | Sale | 12/15/2021 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | LGFCU | $50,001 - $100,000 | 2009 | 360 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 3 | During my federal service, no new contracts will be sought or current contracts renewed for this entity. This entity has two current contracts for which work is being completed. |
6 | 2 | 529 Plan for Dependent Child |
6 | 3 | Value within policy at surrender. |
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