Erika Borg › F-1
Erika Borg: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2024-02-27 – 2025-02-26
- Filed
- 2025-03-12
- Office
- School Director, Bainbridge Island Sd 303
- Original
- the statement on the PDC's site
Income 3
| Source | For | Whose | Amount |
|---|---|---|---|
| Civic Allies Consulting Bainbridge Island, WA | NON PROFIT CONSULTANT | Filer | $100,000–$199,999 |
| The Seattle Times Seattle, WA | JOURNALIST | Spouse | $60,000–$99,999 |
| McCarty Trust Vista, CA | Trust distribution | Filer | $0–$29,999 |
Accounts and investments 5
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Chase | Savings | Filer | $30,000–$59,999 income $0–$29,999 |
| Certificate of Deposit | $0–$29,999 income $0–$29,999 | ||
| Morgan Stanley | SEP | Filer | $60,000–$99,999 |
| IRA | $200,000–$499,999 | ||
| Capital Group | American Funds Timed College Savings Account | Filer | $0–$29,999 |
| ISHARES ETF IEFA | Filer | $0–$29,999 | |
| ISHARES Emerging EFT IEMG | $0–$29,999 | ||
| ISHARES ETF HYG | $0–$29,999 | ||
| Invest GR COR BD LQD | $30,000–$59,999 | ||
| MID-CAP ETF IWR | $0–$29,999 | ||
| Quality Factor ETF JQUA | $0–$29,999 | ||
| Vanguard FTSE ALL VSS | $0–$29,999 | ||
| Vanguard Russell 2000 ETF VTWO | $0–$29,999 | ||
| Vanguard S&P 500 VOO | $100,000–$199,999 | ||
| First Trust SMID SDVY | $0–$29,999 | ||
| S&P 500 ETF SPY | $0–$29,999 | ||
| SSGA Global ETF GAL | $0–$29,999 | ||
| Fidelity Brokerage Services LLC | 401k | Spouse | $100,000–$199,999 |
Businesses 4
| Business | Role | Whose |
|---|---|---|
| Bainbridge Island Chamber of Commerce local business membership association focused on supporting island-based businesses Paid by a government agency: 1 payment(s) listed | Board Member, chair of Economic Development Committee | Filer |
| McCarty Trust A charitable trust | co-trustee | Filer |
| Borg Crestline Irrevocable Trust real estate trust | Trustee | Filer |
| Civic Allies Consulting Nonprofit Consulting Paid by a government agency: 1 payment(s) listed | owner | Filer |
Real estate 1
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Bainbridge Island | Filer, Spouse | $500,000–$749,999 | Newrez ($500,000–$749,999) |
Street addresses are on the PDC's copy; we show the city only.
Other debts 2
| Owed to | Whose | Owed now | Terms |
|---|---|---|---|
| Third Federal Savings and Loan | Filer, Spouse | $60,000–$99,999 | prime minus 2 20 year repayment |
| US Department of Education | Spouse | $30,000–$59,999 | 10 year repayment |
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.