Kirsten Beronio
Senior Adviser on Mental Health and Substance Use Disorder Issues
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.1 M - $5.2 M
Salary
  • salary
    Unknown
Employment
  • Started 06/05/2022

Financial Disclosure Details - OGE Form 278e (05/05/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
National Association for Behavioral Healthcare
Washington, District of Columbia
Director of Policy and Regulatory Affairs
5/2022
2
Innovation and Value Initiative
Alexandria, Virginia
Member of the Board of Directors
5/2022
3
Mental Health Liaison Group
Washington, District of Columbia
Member of the Board of Directors
5/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
National Association for Behavioral Healthcare
Salary/Bonus
$102,313
2
IRA #1
2.1
Baron Growth Fund Institutional Class Shares (BGRIX)
$1,001 - $15,000
None (or less than $201)
2.2
Columbia Small Cap Growth Fund I Institutional Class Shares (CMSCX)
$1,001 - $15,000
None (or less than $201)
2.3
Federated Kaufmann Small Cap Fund Class A Shares (FKASX)
$1,001 - $15,000
None (or less than $201)
2.4
Invesco Diversified Dividend Fund Class Y Shares (LCEYX)
$15,001 - $50,000
None (or less than $201)
2.5
Franklin MutualGlobal Discovery Fund Class Z Shares (MDISX)
$1,001 - $15,000
None (or less than $201)
3
IRA #2
3.1
Alger Mid Cap Focus Fund Class Z Shares (AFOZX)
$15,001 - $50,000
None (or less than $201)
3.2
New Perspective Fund Class F2 Shares (ANWFX)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
SAIC (Science Applications International Corp.)
salary, bonus
2
SAIC stock
$15,001 - $50,000
None (or less than $201)
3
SAIC 401k
4
Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX)
$250,001 - $500,000
None (or less than $201)
5
Vanguard Institutional Total International Stock Market Index Trust II
$250,001 - $500,000
None (or less than $201)
6
Vanguard Total Bond Market II Index Fund Institutional Shares* (VTBNX)
$100,001 - $250,000
None (or less than $201)
7
Vanguard Total International Bond II Index Fund (VTILX)
$50,001 - $100,000
None (or less than $201)
8
IRA #1
8.1
Alger Spectra Fund Class Z Shares (ASPZX)
$50,001 - $100,000
None (or less than $201)
8.2
American Century Heritage Fund Class I Shares (ATHIX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
D1 DC College Savings Plan #1
None (or less than $1,001)
None (or less than $201)
1.1
DC College Savings In College Portfolio
None (or less than $1,001)
None (or less than $201)
1.2
U.S. Large Cap Equity Portfolio
None (or less than $1,001)
None (or less than $201)
1.3
Intermediate Term Bond Portfolio
None (or less than $1,001)
None (or less than $201)
1.4
U.S. Total Stock Market Index Portfolio
None (or less than $1,001)
None (or less than $201)
1.5
U.S. Small Cap Equity Portfolio
None (or less than $1,001)
None (or less than $201)
1.6
Principal Protected Portfolio
None (or less than $1,001)
None (or less than $201)
2
D1 DC College Savings Plan #2
$15,001 - $50,000
None (or less than $201)
2.1
DC College Savings In College Portfolio
$15,001 - $50,000
None (or less than $201)
2.2
Intermediate Term Bond Portfolio
None (or less than $1,001)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Science Applications International Corp. (SAIC) Stock
Sale
10/10/2022
$1,001 - $15,000
2
Pimco Real Return
Sale
12/26/2022
$1,001 - $15,000
3
Fidelity Advisor Total Bond
Sale
12/27/2022
$1,001 - $15,000
4
Core Bond Fund
Sale
12/27/2022
$1,001 - $15,000
5
Invesco Global Fund
Sale
12/27/2022
$1,001 - $15,000
6
Blue Chip Growth Fund
Sale
12/27/2022
$1,001 - $15,000
7
Blackrock Large Cap Focus Val
Sale
12/27/2022
$1,001 - $15,000
8
American Funds EuroPac Growth
Sale
12/27/2022
$1,001 - $15,000
9
500 Index Fund
Sale
12/27/2022
$1,001 - $15,000
10
Small Cap Stock Fund
Sale
12/27/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Capital One Credit Card
$15,001 - $50,000
2022
indefinite
2
Discover Card
$15,001 - $50,000
2020
May 2024
3
Vanguard
$15,001 - $50,000
2022
December 2026
4
Citibank
$10,001 - $15,000
2022
December 2025
5
Ameriprise Visa
$15,001 - $50,000
2022
November 2023
6
USAA Amex
$15,001 - $50,000
2022
March 2024

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
7
The filer's spous's interest in the trust is 50% and the value ranges for the underlying holdings reflect that.
6
7.1
The trust is 100% invested in a whole life insurance policy that is itself totally invested in a number of diversified funds with no single stocks or bonds.

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