This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Heather Whitaker
Education (joined: June 11, 2017)
Special Assistant | $94,796 | Financial Disclosure »
Bio, via Mt. Comfort Elementary School:
Whitaker has been the principal of Mt. Comfort Elementary School since 2011. She has been a Mt. Vernon employee since 2000 and became an administrator at the former Intermediate School and also the Middle School in 2009. She holds a Bachelor’s Degree from Indiana State University and a Master of Education in Educational Leadership from Ball State University.
Former Positions Outside Government
- Mt. Vernon Community School Corp. Principal
Former Compensation Sources
- Mt. Vernon Community School Corp. Elementary Principal
Employment Assets
| Description | Value | Income |
|---|---|---|
| Valic, Mt. Vernon Community School Corp. | ||
| Blue Chip Growth Fund | $1,001 - $15,000 | None (or less than $201) |
| Dividend Value | None (or less than $1,001) | None (or less than $201) |
| Socially Responsible Fund | $1,001 - $15,000 | None (or less than $201) |
| Stock Index Fund | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Windsor | $1,001 - $15,000 | None (or less than $201) |
| Mid Cap Index Fund | $1,001 - $15,000 | None (or less than $201) |
| Mid Cap Value Fund | $1,001 - $15,000 | None (or less than $201) |
| Small Cap Index Fund | None (or less than $1,001) | None (or less than $201) |
| Small Cap Value Fund | $1,001 - $15,000 | None (or less than $201) |
| WHITAKER, HEATHER ANNE - Page 3 | ||
| Emerging Economies | $1,001 - $15,000 | None (or less than $201) |
| Foreign Value Fund | $1,001 - $15,000 | None (or less than $201) |
| Internatl Equities Index Fund | $1,001 - $15,000 | None (or less than $201) |
| Intl Opportunities | $1,001 - $15,000 | $201 - $1,000 |
| Global Real Estate Fund | $1,001 - $15,000 | None (or less than $201) |
| Invesco Bal Risk Commod Str R5 | $1,001 - $15,000 | None (or less than $201) |
| Core Bond Fund | $1,001 - $15,000 | None (or less than $201) |
| Fixed Account Plus | $1,001 - $15,000 | None (or less than $201) |
| High Yield Bond Fund | $1,001 - $15,000 | None (or less than $201) |
| Inflation Protected Fund | None (or less than $1,001) | None (or less than $201) |
| Indiana Public Retirement-Defined Benefit Plan | $15,001 - $50,000 | None (or less than $201) |
| Traditional individual retirement Account | ||
| Procter & Gamble Co. (PG) | $1,001 - $15,000 | None (or less than $201) |
| Union Pacific Corp (UNP) | $1,001 - $15,000 | None (or less than $201) |
| iShare Nasdaq Biotechnology Index Fund (IBB) | $1,001 - $15,000 | None (or less than $201) |
| WHITAKER, HEATHER ANNE - Page 4 | ||
| American Investment Company of America CI F3 (FFICX) | $1,001 - $15,000 | None (or less than $201) |
| American New Perspective CI F3 (FNPFX) | $1,001 - $15,000 | $201 - $1,000 |
| American New World CI F3 (FNWFX) | $1,001 - $15,000 | $201 - $1,000 |
| Franklin Dynatech Fund Advisor CI (FDYZX) | $1,001 - $15,000 | $1,001 - $2,500 |
| Harford Global Equity Income Fund CI F (HLEFX) | $1,001 - $15,000 | $201 - $1,000 |
| Invesco Diversified Dividend Fund (LCEFX) | $1,001 - $15,000 | $201 - $1,000 |
| Lord Abbett High Yield Fund CI F (LHYFX) | $1,001 - $15,000 | None (or less than $201) |
| MFS Global Equity Class R6 (MWEMX) | $1,001 - $15,000 | $201 - $1,000 |
| MFS New Discovery Value CI R6 (NDVVX) | $1,001 - $15,000 | None (or less than $201) |
| Oppenheimer Global Opportunities Fund CI Y (OGIYX) | $1,001 - $15,000 | $201 - $1,000 |
| Prudential Short-Term Corp Bond Fund CI Q (PSTQX) | $1,001 - $15,000 | None (or less than $201) |
| Prudential Total Return Bond Fund Inc CI Q (PTRQX) | $1,001 - $15,000 | None (or less than $201) |
| Victory Sycamore Established Value Fund Class I (VEVIX) | $1,001 - $15,000 | $201 - $1,000 |
| Mt. Vernon Community School Corp. | $124,440 | |
| Indiana Principals Leadership Institute Stipend - June 2015- May 2017 | $5,000 | |
| WHITAKER, HEATHER ANNE - Page 5 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Indiana 529 Account (Savings Portfolio) | $1,001 - $15,000 | None (or less than $201) |
| US Bank Account | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Mt. Vernon Community School Corporation- Valic | Fortville, Indiana | I will continue to participate in this defined contribution plan, but will not contribute after my separation. | June 16, 2001 |
| Indiana's Teacher Retirement Fund | Fortville, Indiana | I will continue to participate in this defined benefit plan, but will not contribute after my separation. | June 16, 2001 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| State of Indiana (Indiana State Police) | salary | ||
| Traditional Individual Retirement Account | |||
| Procter & Gamble Co. (PG) | None (or less than $1,001) | None (or less than $201) | |
| Qualcomm Inc (QCOM) | None (or less than $1,001) | None (or less than $201) | |
| Wells Fargo & Co (WFC) | None (or less than $1,001) | None (or less than $201) | |
| iShares Russell 1000 Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
| WHITAKER, HEATHER ANNE - Page 6 | |||
| iShares S & P Midcap 400 Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
| American New Perspective CI F3 (FNPFX) | $1,001 - $15,000 | None (or less than $201) | |
| American New World CI F3 (FNWFX) | $1,001 - $15,000 | None (or less than $201) | |
| Franklin Dynatech Fund | $1,001 - $15,000 | None (or less than $201) | |
| Invesco Diversified Dividend Fund CI Y (LCEYX) | $1,001 - $15,000 | None (or less than $201) | |
| Jensen Quality Growth Fund CI I (JENIX) | $1,001 - $15,000 | None (or less than $201) | |
| JP Morgan Large Cap Growth CI I (SEEGX) | $1,001 - $15,000 | None (or less than $201) | |
| Lord Abbett High Yield Fund CI F (LHYFX) | $1,001 - $15,000 | None (or less than $201) | |
| MFS Global Equity Class R6 (MWEMX) | $1,001 - $15,000 | None (or less than $201) | |
| MFS New Discovery CI R6 (MNDKX) | $1,001 - $15,000 | None (or less than $201) | |
| MFS new Discovery Value CI R6 (NDVVX) | $1,001 - $15,000 | None (or less than $201) | |
| Oppenheimer Global Opportunities Fund CI Y (OGIYX) | $1,001 - $15,000 | None (or less than $201) | |
| Prudential Short-Term Corp Bond Fund CI Q (PSTQX) | $1,001 - $15,000 | None (or less than $201) | |
| Prudential Total Return Bond Fund Inc CI Q (PTRQX) | $1,001 - $15,000 | None (or less than $201) | |
| WHITAKER, HEATHER ANNE - Page 7 | |||
| Victory Sycamore Established Value Fund Class I (VEVIX) | $1,001 - $15,000 | None (or less than $201) | |
| The State of Indiana Employee Deferred Compensation Plan | |||
| Fidelity Diversified International Fund | $1,001 - $15,000 | None (or less than $201) | |
| American Funds Euro Pacific GR R | $1,001 - $15,000 | None (or less than $201) | |
| Ironbridge Frontegra SMID Fund | $1,001 - $15,000 | None (or less than $201) | |
| Vanguard Capital Opportunity ADM | $1,001 - $15,000 | None (or less than $201) | |
| MFS Mid Cap Value R6 | $1,001 - $15,000 | None (or less than $201) | |
| BlackRock Advantage LG CP Value RET INSTL | $1,001 - $15,000 | None (or less than $201) | |
| Vanguard Institutional Index 1 | $1,001 - $15,000 | None (or less than $201) | |
| Indiana Stable Value Fund | $1,001 - $15,000 | None (or less than $201) | |
| The State of Indiana State Deferred Compensation Matching Plan | |||
| Fidelity Diversified International | $1,001 - $15,000 | None (or less than $201) | |
| American Funds Euro Pacific GR R6 | $1,001 - $15,000 | None (or less than $201) | |
| Ironbridge Frontegra SMID | $1,001 - $15,000 | None (or less than $201) | |
| WHITAKER, HEATHER ANNE - Page 8 | |||
| MFS Mid Cap Value R6 | $1,001 - $15,000 | None (or less than $201) | |
| Vanguard Institutional Index I | $1,001 - $15,000 | None (or less than $201) | |
| Indiana State Police, defined benefit plan (value not readily ascertainable) (Principal Mentor) | Retirement Payments | $2,600 | |
| College Choice 529 | $1,001 - $15,000 | None (or less than $201) |
Do you know something about Heather Whitaker? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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