Observations
  • Lobbyist
Estimated Net Worth
  • estimated net worth
    $632 K - $1.4 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (03/31/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Lobbyist
Present
2
Norfolk, Virginia
Adjunct Part Time Faculty
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
National Education Association
Salary
$176,357
2
Old Dominion University
Salary
$22,243
3
International Union, United Auto Workers of America, UAW, defined benefit plan (value not readily ascertainable)
Retirement payments
$104,894
4
NEA 401(k)
4.1
Vanguard Intermediate-Term Investment Grade Fund
$50,001 - $100,000
None (or less than $201)
4.2
Vanguard Institutional Target Retirement 2030 Fund
$250,001 - $500,000
None (or less than $201)
4.3
Vanguard Wellesley Income Fund Admiral Shares
$50,001 - $100,000
None (or less than $201)
4.4
Vanguard Institutional Index Fund Institutional Shares
$50,001 - $100,000
None (or less than $201)
4.5
Vanguard Total International Stock Index Fund Investor Shares
$100,001 - $250,000
None (or less than $201)
4.6
Vanguard Total Stock Market Index Fund Admiral Shares
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Detroit, Michigan
I will continue to participate in the defined pension benefit plan.
2/2018
2
Washington, District of Columbia
I will continue to participate in this 401(k) plan, but the NEA does not contribute.
2/2018
3
Detroit, Michigan
I will continue to receive health insurance coverage from UAW, which is secondary when health insurance is available through my current employer. The UAW continues to pay premiums.
2/2018
4
Detroit, Michigan
As a former employee of the UAW, I and family members will continue to receive discounts on future (UAW made) automobiles. This is an ongoing benefit provided to all retirees.
2/2018
5
Washington, District of Columbia
I have a cash balance pension plan that I have paid into. Upon separation from NEA, I would not be vested and those funds would be returned to me, with any interest earned.
2/2018

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Lobby Members of Congress on a range of issues relevant to the organization including: the safe reopening of schools, health care, retirement security, and gun violence prevention and school safety,
2
Norfolk, Virginia
Part time adjunct faculty in the School of Community and Environmental Health, College of Health Sciences. Teach 2 courses each semester ranging from Community Resources and Health Promotion, Managerial Epidemiology, Health Infomatics, Policy and Politics of Health.

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. money market (cash)
$15,001 - $50,000
Interest
$201 - $1,000
2
U.S. bank (Cash)
$1,001 - $15,000
None (or less than $201)
3
Undeveloped land, Elizabethtown, NC
$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
PennyMac USA
$250,001 - $500,000
2017
27 years
2
First Citizens Bank
$100,001 - $250,000
2020
30 years
3
Nelnet Student Loans
$15,001 - $50,000
1997
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
3
I have a 50% ownership interest in this property. The total value of the property is reported.

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