Observations
  • Lobbyist
Estimated Net Worth
  • estimated net worth
    $700 K - $1.6 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/14/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
President
Present
2
Washington, District of Columbia
Review Team Member
1/2021
3
Los Angles, California
Co-Trustee
Present
4
Los Angeles, California
Executor
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
National Community Stabilization Trust 401K
1.1
State Street S&P 500 SVSPX
$250,001 - $500,000
None (or less than $201)
2
Center for American Progress 403b
2.1
BlackRock LifePath Index 2030
$100,001 - $250,000
None (or less than $201)
3
Center for Responsible Lending/Self-Help Services Corporation 403b
3.1
Vanguard Value Index Fund Institutional Shares
$50,001 - $100,000
None (or less than $201)
3.2
Vanguard Mid-Cap Value Index Fund Admiral Shares
$50,001 - $100,000
None (or less than $201)
4
National Community Stabliziation Trust
Salary and bonus
$390,970
5
Riversource Retirement Annuity
5.1
Variable Portfolio - Moderate Portfolio (Class 4)
$100,001 - $250,000
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 the employer will cease making contributions upon my separation.
9/2015
2
Washington, District of Columbia
I continue to participate in this defined contribution plan but the plan sponsor no longer makes contributions.
7/2012
3
Washington, District of Columbia
I continue to participate in this defined contribution plan but the plan sponsor no longer makes contributions.
4/2007

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
President of nonprofit organization, reporting to Board of Directors. Duties include budget, fundraising, staff management, program direction.

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
Manulife Financial (MFC)
$1,001 - $15,000
Dividends
$201 - $1,000
2
T Rowe Price Maryland Tax-Free Bond
$50,001 - $100,000
$201 - $1,000
3
Maryland Senator Edward J. Kasemeyer College Investment 529 Plan
3.1
Global Equity Market Index Portfolio
$50,001 - $100,000
None (or less than $201)
4
Maryland Senator Edward J. Kasemeyer College Investment 529 Plan
4.1
Global Equity Market Index Portfolio
$15,001 - $50,000
None (or less than $201)
5
U.S. bank #1 (Cash)
$15,001 - $50,000
None (or less than $201)
6
General Electric Co. (GE) common shares
$1,001 - $15,000
None (or less than $201)
7
Westinghouse Air Brake Technologies Corp. (WAB) shares
None (or less than $1,001)
None (or less than $201)
8
Highland Global Allocation Fund
$15,001 - $50,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
SunTrust/Truist
$250,001 - $500,000
2020
15 years
2
Wells Fargo
$250,001 - $500,000
2012
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
2
Paid Off

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