| 2025 | New Markets Tax Credit Coalition | 990 | Director | 1 | $0 | $0 | View return |
| 2025 | New York State Cdfi Coalition Inc. | 990EZ | Chair | 2 | $0 | - | View return |
| 2025 | Opportunity Finance Network | 990 | Board Chair | 2 | $0 | $0 | View return |
| 2024 | Nonprofit Finance Fund | 990 | CEO | 50 | $414,056 | $0 | View return |
| 2024 | New York State Cdfi Coalition Inc. | 990EZ | Chair | 2 | $0 | - | View return |
| 2024 | New Markets Tax Credit Coalition | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Opportunity Finance Network | 990 | Board Member | 2 | $0 | $0 | View return |
| 2023 | Nonprofit Finance Fund | 990 | CEO | 50 | $436,944 | $0 | View return |
| 2023 | New Markets Tax Credit Coalition | 990 | President | 1 | $0 | $0 | View return |
| 2023 | Opportunity Finance Network | 990 | Board Member | 2 | $0 | $0 | View return |
| 2023 | New York State Cdfi Coalition Inc. | 990EZ | Vice Chair | 1 | $0 | - | View return |
| 2022 | Trufund Financial Services Inc. | 990 | Executive Vice President | 35 | $169,737 | $0 | View return |
| 2022 | Nonprofit Finance Fund | 990 | CEO, As Of Aug. 2022 | 50 | $168,203 | $0 | View return |
| 2022 | New Markets Tax Credit Coalition | 990 | President | 1 | $0 | $0 | View return |
| 2022 | New York State Cdfi Coalition Inc. | 990EZ | Vice Chair | 1 | $0 | - | View return |
| 2022 | Opportunity Finance Network | 990 | Board Member | 2 | $0 | $0 | View return |
| 2021 | New York State Cdfi Coalition Inc. | 990EZ | Vice Chair | 1 | $0 | - | View return |
| 2021 | New Markets Tax Credit Coalition | 990 | Vice President | 1 | $0 | $0 | View return |
| 2021 | Opportunity Finance Network | 990 | Board Member | 2 | $0 | $0 | View return |
| 2020 | Opportunity Finance Network | 990 | Board Member | 2 | $0 | $0 | View return |
| 2020 | New York State Cdfi Coalition Inc. | 990EZ | Assistant Se | 0 | $0 | - | View return |
| 2020 | New Markets Tax Credit Coalition | 990 | Vice President | 1 | $0 | $0 | View return |
| 2019 | Trufund Financial Services Inc. | 990 | Executive Vice President | 35 | $204,641 | $0 | View return |
| 2019 | New Markets Tax Credit Coalition | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Opportunity Finance Network | 990 | Board Member | 2 | $0 | $0 | View return |
| 2019 | New York State Cdfi Coalition Inc. | 990EZ | Assistant Se | 1 | $0 | - | View return |
| 2018 | Trufund Financial Services Inc. | 990 | Executive Vice President | 35 | $199,003 | $0 | View return |
| 2018 | New Markets Tax Credit Coalition | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Trufund Financial Services Inc. | 990 | Executive Vice President | 35 | $187,190 | $0 | View return |
| 2017 | New Markets Tax Credit Coalition | 990 | Director | 1 | - | - | View return |
| 2016 | Trufund Financial Services Inc. | 990 | Executive Vice President | 35 | $150,992 | $0 | View return |
| 2016 | New Markets Tax Credit Coalition | 990 | Director | 1 | - | - | View return |
| 2015 | Trufund Financial Services Inc. | 990 | Managing Director Nmtc/Ny Lending | 35 | $147,545 | $0 | View return |
| 2014 | Trufund Financial Services Inc. | 990 | VP, Managing Director | 35 | $126,842 | $0 | View return |