Estimated Net Worth
  • estimated net worth
    $449 K - $1.2 M
Salary
  • salary
    Unknown
Employment
  • Started 08/11/2021

Financial Disclosure Details - OGE Form 278e (05/16/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Managing Director, Poverty to Prosperity Program
8/2021
2
Washington, District of Columbia
Managing Director, Poverty to Prosperity Program
8/2021
3
New York, New York
Data Schema Steering Committee Member
8/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Innovate.Edu
Committee Fees
$1,500
2
Center for American Progress
Salary/Bonus
$103,918
3
Institute for Educational Leadership, Defined Contribution Plan
3.1
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
3.2
CREF Stock R1
$15,001 - $50,000
None (or less than $201)
3.3
TIAA Real Estate
$1,001 - $15,000
None (or less than $201)
3.4
CREF Bond Market R1
$1,001 - $15,000
None (or less than $201)
4
Center for American Progress, Defined Contribution Plan
4.1
BlackRock LifePath® Index 2045 Fund Class K Shares LIHKX
$1,001 - $15,000
None (or less than $201)
5
Ford Foundation - Honorarium - 01/25/21
Honorarium
$500

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
12/2004
2
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
6/2019

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
Commonwealth Fund - private foundation focused on healthcare policy
salary
2
Inovalon (INOV) Company, 401K Plan
2.1
Prudential Day One 2045 Fund (PDIDX)
$250,001 - $500,000
None (or less than $201)
3
The Commonwealth Fund Defined Contribution Plan
3.1
TIAA-CREF Lifecycle Index 2045 Fund Retirement Class (TLMRX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank 1 (cash)
$15,001 - $50,000
None (or less than $201)
2
US bank 2 (cash)
$1,001 - $15,000
None (or less than $201)
3
Estate of a family member
$1,001 - $15,000
None (or less than $201)
4
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
5
Facebook, Inc. (FB)
$1,001 - $15,000
None (or less than $201)
6
JPMorgan Tax Aware Equity Fund Class A Shares (JPEAX)
$1,001 - $15,000
None (or less than $201)
7
BlackRock Global Allocation Class A (MDLOX)
$50,001 - $100,000
None (or less than $201)
8
Tesla, Inc. (TSLA)
$1,001 - $15,000
None (or less than $201)
9
Uber Technologies, Inc. (UBER)
$1,001 - $15,000
None (or less than $201)
10
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$100,001 - $250,000
2009
15 years fixed
2
Mohela/US Department of Education
$15,001 - $50,000
2006
300 months
3
Chase Visa
$15,001 - $50,000
2017
Revolving
4
SoFi (Social Finance Inc.)
$15,001 - $50,000
2021
36 months
5
Bank of America
$15,001 - $50,000
2021
6 year fixed

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
2
Student loan debt is not incurring interest at this time, but is 5.25% when active.

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