Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $3.9 M
Salary
- $130 K
Employment
- Started 06/05/2022
Financial Disclosure Details - OGE Form 278e (01/06/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Family Trust for Children | Rochester, New York | Trustee | Present |
2 | Esperanza United (formerly Casa de Esperanza) | St. Paul, Minnesota | Senior Director of Public Policy | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Employment Esperanza United (formerly known as Casa de Esperanza) | Salary in 2021 | $20,300 | |
2 | Esperanza United, 403(b) plan | |||
2.1 | Calvert VP SRI Balanced Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3 | Roth IRA #2 | |||
3.1 | Schwab Market Track growth portfolio | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | St. Paul, Minnesota | I will continue to participate in this defined contribution plan. The employer ceased making contributions upon my separation. | 1/2020 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | St. Paul, Minnesota | Senior Director of Public Policy |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Schwab Brokerage IRA Contributory | |||
1.1 | ISHARES TR ESG AW MSCI EAFE | $15,001 - $50,000 | None (or less than $201) | |
1.2 | ISHARES TR INTL SEL DIV ETF | $15,001 - $50,000 | None (or less than $201) | |
1.3 | IShares TR MSCI KLD400 soc | $15,001 - $50,000 | None (or less than $201) | |
1.4 | IShares TR Select Divid ETF | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Schwab S&P 500 Index Fund (SWPPX) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | Schwab Strategic TR US Dividend EQ | $100,001 - $250,000 | None (or less than $201) | |
1.7 | Schwab Strategic TR US SML cap ETF | $50,001 - $100,000 | None (or less than $201) | |
1.8 | Lord Abbett Short Duration Income Fund Class A Shares (LALDX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | The Income Fund of America F1 | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Schwab Joint Tenant Account | |||
1.1 | Domini Social Equity | $1,001 - $15,000 | $201 - $1,000 | |
1.2 | Franklin Virginia Tax Free Income Fund | $50,001 - $100,000 | $201 - $1,000 | |
1.3 | Invesco Exchange Traded FD T FTSE RAFI 1000 | $15,001 - $50,000 | $201 - $1,000 | |
1.4 | iShares Gold Trust (IAU) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | iShares TR ESG Aware MSCI EAFE | $50,001 - $100,000 | $201 - $1,000 | |
1.6 | iShares Tr Intl Sel Div ETF | $15,001 - $50,000 | $2,501 - $5,000 | |
1.7 | iShares Tr MSCI KLD400 Soc | $100,001 - $250,000 | $1,001 - $2,500 | |
1.8 | iShares Tr Select Divid ETF | $15,001 - $50,000 | $1,001 - $2,500 | |
1.9 | Schwab Strategic TR EMRG MKTEQ ETF | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Massachusetts Educational Financial Authority | $10,001 - $15,000 | 2009 | 20 years |
2 | Lafayette Federal Credit Union | $10,001 - $15,000 | 2021 | revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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