| 2024 | Farmers Conservation Alliance | 990 | Managing Director | 40 | $199,305 | $0 | View return |
| 2024 | Financial Executive International | 990EZ | Board Member At Large | 1 | $0 | $0 | View return |
| 2024 | Yale Club of Southwest Florida Inc. | 990EZ | Director | 0 | $0 | - | View return |
| 2023 | Farmers Conservation Alliance | 990 | Managing Director | 40 | $187,769 | $0 | View return |
| 2023 | Financial Executive International | 990EZ | President | 2 | $0 | $0 | View return |
| 2023 | Yale Club of Southwest Florida Inc. | 990EZ | Director | 0 | $0 | - | View return |
| 2022 | Farmers Conservation Alliance | 990 | Managing Director | 40 | $166,088 | $0 | View return |
| 2022 | Yale Club of Southwest Florida Inc. | 990EZ | Director | 0 | $0 | - | View return |
| 2022 | Moorings Park Foundation Inc. | 990 | Chair (Thru 06.30.2022) | 2 | $0 | $0 | View return |
| 2022 | Financial Executive International | 990EZ | President | 2 | $0 | $0 | View return |
| 2022 | The Moorings Park Institute Incorporated | 990 | Director (Thru 06.30.2022) | 2 | $0 | $0 | View return |
| 2021 | Farmers Conservation Alliance | 990 | Chief Financial Officer | 46.6 | $150,300 | $0 | View return |
| 2021 | Moorings Park Foundation Inc. | 990 | Chair | 2 | $0 | $0 | View return |
| 2021 | Financial Executive International | 990EZ | Partner Chair | 1 | $0 | - | View return |
| 2021 | The Moorings Park Institute Incorporated | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Farmers Conservation Alliance | 990 | Chief Financial Officer | 42.2 | $115,244 | $0 | View return |
| 2020 | The Moorings Park Institute Incorporated | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Moorings Park Foundation Inc. | 990 | Chair | 2 | $0 | $0 | View return |
| 2020 | Financial Executive International | 990EZ | Partner Chair | 1 | $0 | - | View return |
| 2019 | Moorings Park Foundation Inc. | 990 | Chair | 2 | $0 | $0 | View return |
| 2019 | The Moorings Park Institute Incorporated | 990 | Director | 2 | $0 | $0 | View return |
| 2019 | Financial Executive International | 990EZ | Partner Chair | 1 | $0 | $0 | View return |
| 2018 | Oconee Regional Health Services Inc | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2018 | Moorings Park Foundation Inc. | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2018 | Eatonton Putnam Chamber of Commerce Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | The Freshwater Trust | 990 | Managing Director | 40 | $135,000 | $0 | View return |
| 2017 | Moorings Park Foundation Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | Eatonton Putnam Chamber of Commerce Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Oconee Regional Health Services Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | The Freshwater Trust | 990 | Managing Director | 40 | $145,000 | $0 | View return |
| 2016 | Oconee Regional Health Services Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Moorings Park Foundation Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2015 | The Freshwater Trust | 990 | Managing Director | 40 | $138,000 | $0 | View return |
| 2015 | Moorings Park Foundation Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2014 | The Freshwater Trust | 990 | Managing Director | 40 | $134,378 | $0 | View return |
| 2014 | The Forum Club of Southwest Florida Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Oconee Regional Emergency Medical Services Inc | 990EZ | COO | 0 | $0 | $0 | View return |
| 2013 | The Freshwater Trust | 990 | Managing Director | 40 | $131,050 | $0 | View return |
| 2013 | The Forum Club of Southwest Florida Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Oconee Regional Emergency Medical Services Inc | 990EZ | COO | 1 | $0 | $0 | View return |