Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $6.2 M
Salary
- Unknown
Employment
- Started 04/11/2021
Records
Financial Disclosure Details - OGE Form 278e (05/14/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Executive Director | 1/2021 | |
2 | Washington, District of Columbia | Board Member | 1/2021 | |
3 | Washington, District of Columbia | Board Chair | Present | |
4 | Washington, District of Columbia | Board Member | 2/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Family Values @ Work | Salary | $23,299 | |
2 | Family Values @ Work Retirement Account | |||
2.1 | American Funds 2040 Target Date Retirement Fund | $100,001 - $250,000 | None (or less than $201) | |
3 | Open Society Institute Retirement Plan 403b | |||
3.1 | PIMCO Total Return Fund II Institutional | $15,001 - $50,000 | None (or less than $201) | |
3.2 | American Funds Euro Pacific GR R6 | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Fidelity Total Market Index | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Goldman Sachs Small Cap Value Instl | $15,001 - $50,000 | None (or less than $201) | |
3.5 | Meridian Growth Institutional | $15,001 - $50,000 | None (or less than $201) | |
4 | Annie E Casey Foundation 401A Retirement Fund |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Milwaukee, Wisconsin | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2014 | |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2012 | |
3 | Baltimore, Maryland | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2003 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #1 (S) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. Federal Credit Union | $50,001 - $100,000 | None (or less than $201) | |
3 | U.S. bank account #2 (S) | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank account #3 (S) | $50,001 - $100,000 | None (or less than $201) | |
5 | U.S. bank account #4 (S) | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. Bank Account #5 (B) | $15,001 - $50,000 | None (or less than $201) | |
7 | U.S. bank account #6 (B) | $15,001 - $50,000 | None (or less than $201) | |
8 | U.S. bank account #7 (B) | $1,001 - $15,000 | None (or less than $201) | |
9 | U.S. savings account (ESA) #1 | $1,001 - $15,000 | None (or less than $201) | |
10 | U.S. savings account (ESA) | $1,001 - $15,000 | None (or less than $201) |
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 |
|---|---|---|---|---|
1 | Spouse's father | Bloomington, Indiana | Christmas gift | $800.00 |
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | Positions 2 - 4 were inadvertently left off New Entrant Report. |
6 | 12 | There is no income derived from the LLC (only upon sale of an asset would there be income to the multiple shareholders). |
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