James Kvaal
Under Secretary
Estimated Net Worth
  • estimated net worth
    $663 K - $1.8 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/27/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Oakland, California
President
Present
2
Washington, District of Columbia
President
Present
3
Washington, District of Columbia
Deputy Lead for Department of Education Review Team
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The Institute for College Access & Success
Salary
$239,030
2
Rollover IRA
2.1
Fidelity Freedom 2040 Fund
$1,001 - $15,000
None (or less than $201)
3
SEP-IRA
3.1
Fidelity International Index Fund
$15,001 - $50,000
None (or less than $201)
3.2
Fidelity Total Market Index Fund
$15,001 - $50,000
None (or less than $201)
3.3
Fidelity Corporate Bond Fund
$15,001 - $50,000
None (or less than $201)
3.4
Fidelity Real Estate Investment Portfolio
$1,001 - $15,000
None (or less than $201)
4
Roth IRA
4.1
Fidelity Total Market Index Fund
$15,001 - $50,000
None (or less than $201)

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 neither I nor my plan sponsor will make further contributions after my separation.
1/2018

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Reporting directly to the Board of Directors, the President oversees all aspects – programmatic, operational, fiscal, and corporate – of TICAS’ work, serves as its senior spokesperson, leads the Executive Team, and is its primary fundraiser.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
For Our Future Action Fund (Grassroots engagement and advocacy)
Salary
2
IRA
2.1
Vanguard Target Retirement 2050 Fund
$50,001 - $100,000
None (or less than $201)
3
For Our Future Action Fund 401(k) #1
3.1
Vanguard Short-Term Federal Fund
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard Total Stock Market Index Fund
$1,001 - $15,000
None (or less than $201)
4
Maryland Democratic Party 401(k)
4.1
Fidelity Advisor Balanced Fund Class M
$15,001 - $50,000
None (or less than $201)
5
For Our Future Action Fund 401(k) #2
5.1
T. Rowe Price Retirement I 2050 Fund
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard Target Retirement 2040 Fund
$15,001 - $50,000
$201 - $1,000
2
Vanguard Short-Term Investment-Grade Fund Investor Shares
$15,001 - $50,000
$201 - $1,000
3
Vanguard LifeStrategy Moderate Growth Fund
$50,001 - $100,000
$2,501 - $5,000
4
U.S. Bank #1 (cash)
$15,001 - $50,000
None (or less than $201)
5
U.S. Bank #2 (cash)
$15,001 - $50,000
None (or less than $201)
6
Fidelity Total Market Index Fund (FSKAX)
$100,001 - $250,000
$2,501 - $5,000
7
Fidelity International Index Fund (FSPSX)
$50,001 - $100,000
$201 - $1,000
8
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$50,001 - $100,000
None (or less than $201)
9
Fidelity Tax-Exempt Money Market Fund (FMOXX)
$50,001 - $100,000
None (or less than $201)
10
Fidelity Small Cap Enhanced Index Fund (FCPEX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$250,001 - $500,000
2020
30 years
2
Chase
$250,001 - $500,000
2014
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
2
This mortgage has been paid off.

Do you have information about James Kvaal that is missing from this database?

Drop us a line at info@insidebidensbasement.org.

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at info@insidebidensbasement.org .

© 2022 Biden's Basement. All rights reserved