Estimated Net Worth
- $150 K - $550 K
Salary
- Unknown
Employment
- Started 03/02/2022
Records
Financial Disclosure Details - OGE Form 278e (05/15/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | RMI | Boulder, Colorado | Equitable Building Decarbonization Manager | 3/2022 |
2 | Sustainnovations, LLC | Denver, Colorado | Owner / Sustainability Engineer | Present |
3 | Denver, Colorado | Director of the Board | 3/2022 | |
4 | The Alliance Center | Denver, Colorado | Director of the Board | 2/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | RMI | Salary/Bonus | $22,603 | |
2 | Eaton - 401k | |||
2.1 | BTC LIFEPATH 2045 L | $15,001 - $50,000 | None (or less than $201) | |
2.2 | FIDELITY CONTRAFUND POOL | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Neuberger Berman Genesis Fund Class R6 (NRGSX) | $1,001 - $15,000 | $201 - $1,000 | |
2.4 | Victory Sycamore Established Value Fund Class R6 (VEVRX) | $1,001 - $15,000 | $201 - $1,000 | |
2.5 | FIDELITY MID-CAP STOCK POOL | $1,001 - $15,000 | None (or less than $201) | |
2.6 | FIDELITY INTL DISCOVERY POOL | $1,001 - $15,000 | None (or less than $201) | |
2.7 | FIDELITY EQUITY INCOME COMMINGLED POOL | $1,001 - $15,000 | None (or less than $201) | |
2.8 | FIDELITY DIVERSIFIED INTL POOL | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Eaton | Dublin, Outside U.S. | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2007 |
2 | Eaton | Dublin, Outside U.S. | I will continue to participate in this defined benefit plan. | 7/2010 |
3 | Denver, Colorado | I will continue to participate in this defined benefit plan. | 1/2014 | |
4 | Denver, Colorado | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2021 | |
5 | RMI | Boulder, Colorado | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 6/2021 |
6 | RMI | Boulder, Colorado | I will continue my health, vision, and dental insurance through the end of March 2022. RMI will pay a portion of the insurance premiums, and I will pay the rest. | 2/2022 |
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 | Aguilar Strategies, LLC (Strategic consulting for nonprofit orgs & social justice leaders) (value of business not readily ascertainable) | $1,001 - $15,000 | consulting fees | |
2 | New York Life Insurance, whole life | $1,001 - $15,000 | None (or less than $201) | |
3 | Colorado Organization for Latina Opportunity and Reproductive Rights (COLOR) - SEP IRA | |||
3.1 | Transamerica Asset Allocation Moderate Growth Portfolio - A (IMLAX) | $15,001 - $50,000 | None (or less than $201) | |
4 | NY Life Insurance - Whole Life #2 | $15,001 - $50,000 | None (or less than $201) | |
5 | Colorado Consumer Health Initiative | Consulting Fees | ||
6 | Ms. Foundation for Women, Inc. | Consulting Fees | ||
7 | State Innovation Exchange | Consulting Fees | ||
8 | The Leadership Conference Education Fund | Consulting Fees | ||
9 | National Latina Institute for Reproductive Health | Consulting Fees |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Growth Fund of America Class 529-A Shares (CGFAX) | $15,001 - $50,000 | None (or less than $201) | |
2 | New York Life - Whole Life Ins | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Navient | $50,001 - $100,000 | 1999 | 30 |
2 | Citi Dividend Card | $10,001 - $15,000 | 2018 | Revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | Per filer, business will become dormant upon appointment to DOE position. Per filer, no reportable income. |
3 | 4 | No reportable underlying assets. |
8 | 1 | There was a deferral. Term ends 2033. |
Do you have information about Sonrisa T. Lucero that is missing from this database?
Drop us a line at [email protected].