| 2025 | Educate Nevada Now | 990 | Secretary | 40 | $0 | $131,066 | View return |
| 2025 | Montessori Childrens Center Inc. | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2025 | Plenty Inc. | 990 | Vice President | 2 | $0 | $0 | View return |
| 2024 | Morgan Family Legacy Foundation | 990PF | Director, COO & Secretary | 10 | $14,000 | $0 | View return |
| 2024 | New Jersey Education Association | 990 | Treasurer | 5 | $3,750 | $0 | View return |
| 2024 | Apartment Association of Greater Memphis | 990 | President | 1 | $0 | $0 | View return |
| 2024 | Japt Inc | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2024 | Mb2 Family Foundation | 990 | Vice President | 0 | $0 | $0 | View return |
| 2024 | Plenty Inc. | 990 | Board Member | 0 | $0 | $0 | View return |
| 2024 | Youngs Memorial Cemetery Association | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2024 | Rose Morgan Scholarship Fund Valley View Financial Group Trust Co | 990 | Co-Trustee | - | $0 | $0 | View return |
| 2024 | Stanley Elementary School PTO Inc. | 990EZ | Vice President | 4 | $0 | $0 | View return |
| 2024 | University Obstetricians-Gynecologists Inc | 990PF | Member | 50 | $0 | $0 | View return |
| 2024 | Spring Hollow Community Learning Center | 990 | Member At Large | 1 | $0 | $0 | View return |
| 2024 | Upstate Area Health Education Center | 990 | Board Member | 1 | $0 | $0 | View return |
| 2023 | Pinnacle Health System | 990 | Assistant Treasurer | 40 | $234,304 | $0 | View return |
| 2023 | Morgan Family Legacy Foundation | 990PF | Director, COO & Secretary | 10 | $14,000 | $0 | View return |
| 2023 | Pinnacle Health Medical Services | 990 | Assistant Treasurer | 1 | $0 | $234,304 | View return |
| 2023 | Pinnacle Health Regional Physicians | 990 | Assistant Treasurer | 1 | $0 | $234,304 | View return |
| 2023 | Upmc Pinnacle Carlisle | 990 | Assistant Treasurer | 1 | $0 | $234,304 | View return |
| 2023 | Upmc Pinnacle Lancaster | 990 | Assistant Treasurer | 10 | $0 | $234,304 | View return |
| 2023 | Community Life Team | 990 | Assistant Treasurer | 1 | $0 | $234,304 | View return |
| 2023 | Upmc Pinnacle Lititz | 990 | Assistant Treasurer | 1 | $0 | $234,304 | View return |
| 2023 | Upmc Pinnacle Memorial | 990 | Assistant Treasurer | 1 | $0 | $234,304 | View return |
| 2023 | Pinnacle Health Foundation | 990 | Assistant Treasurer | 1 | $0 | $234,304 | View return |
| 2023 | Pinnacle Health Hospitals | 990 | Assistant Treasurer | 1 | $0 | $234,304 | View return |
| 2023 | Rose Morgan Scholarship Fund Valley View Financial Group Trust Co | 990 | Co-Trustee | - | $0 | $0 | View return |
| 2023 | Tennessee Apartment Association Inc | 990 | Director | 0.25 | $0 | $0 | View return |
| 2023 | Apartment Association of Greater Memphis | 990 | President - Elect | 1 | $0 | $0 | View return |
| 2023 | Plenty Inc. | 990 | Board Member | 0 | $0 | $0 | View return |
| 2023 | University Obstetricians-Gynecologists Inc | 990PF | Member | 50 | $0 | $0 | View return |
| 2023 | Mb2 Family Foundation | 990 | Secretary | 0 | $0 | $0 | View return |
| 2023 | Japt Inc | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2023 | Youngs Memorial Cemetery Association | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2023 | PTA California Congress of Parents Talbert Middle School PTA | 990EZ | Parlimentari | 0.12 | $0 | - | View return |
| 2023 | Upstate Area Health Education Center | 990 | Board Member | 1 | $0 | $0 | View return |
| 2023 | Chickpeas Child Care Center Inc. | 990 | Co-Chair | 1 | $0 | $0 | View return |
| 2022 | Eli and Bessie Cohen Camps of Massachusetts Inc. | 990 | Assistant Director | 1 | $104,167 | $0 | View return |
| 2022 | Morgan Family Legacy Foundation | 990PF | Director, COO & Secretary | 10 | $14,000 | $0 | View return |
| 2022 | Eli and Bessie Cohen Camps | 990 | Assistant Director | 39 | $0 | $104,167 | View return |
| 2022 | Como Pickton Athletic Booster Club | 990EZ | President | 1 | $0 | $0 | View return |
| 2022 | Rose Morgan Scholarship Fund Valley View Financial Group Trust Co | 990 | Co-Trustee | - | $0 | $0 | View return |
| 2022 | Japt Inc | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2022 | Apartment Association of Greater Memphis | 990 | Secretary/Treasurer | 1 | $0 | $0 | View return |
| 2022 | Christian Outreach Ministry Inc. | 990 | Secretary | - | $0 | $0 | View return |
| 2022 | Humane Society of the Piedmont Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2022 | Jewish Community Foundation of Greater Kansas City | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Mb2 Family Foundation | 990 | Secretary, Director | 0 | $0 | $0 | View return |
| 2022 | The Jewish Federations of North America Inc. | 990 | Trustee-Thru June 2023 | 1 | $0 | $0 | View return |
| 2022 | University Obstetricians-Gynecologists Inc | 990PF | Member | 50 | $0 | $0 | View return |
| 2022 | Chickpeas Child Care Center Inc. | 990 | Secretary | 1 | $0 | $0 | View return |
| 2022 | The Barstow School | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Pennsylvania Psychiatric Institute | 990 | Secretary/Treasurer | 1 | $0 | $0 | View return |
| 2021 | Pinnacle Health System | 990 | Assistant Treasurer | 10 | $209,476 | $0 | View return |
| 2021 | Morgan Family Legacy Foundation | 990PF | Director, COO & Secretary | 10 | $12,000 | $0 | View return |
| 2021 | Upmc Pinnacle Carlisle | 990 | Assistant Treasurer | 1 | $0 | $209,476 | View return |
| 2021 | Upmc Pinnacle Lititz | 990 | Assistant Treasurer | 1 | $0 | $209,476 | View return |
| 2021 | Pinnacle Health Regional Physicians | 990 | Assistant Treasurer | 1 | $0 | $209,476 | View return |
| 2021 | Upmc Pinnacle Lancaster | 990 | Assistant Treasurer | 1 | $0 | $209,476 | View return |
| 2021 | Pinnacle Health Medical Services | 990 | Assistant Treasurer | 1 | $0 | $209,476 | View return |
| 2021 | Upmc Pinnacle Memorial | 990 | Assistant Treasurer | 1 | $0 | $209,476 | View return |
| 2021 | Community Life Team | 990 | Assistant Treasurer | 1 | $0 | $209,476 | View return |
| 2021 | Pinnacle Health Foundation | 990 | Assistant Treasurer | 1 | $0 | $209,476 | View return |
| 2021 | Pinnacle Health Hospitals | 990 | Assistant Treasurer | 10 | $0 | $209,476 | View return |
| 2021 | Rose Morgan Scholarship Fund Valley View Financial Group Trust Co | 990 | Co-Trustee | - | $0 | $0 | View return |
| 2021 | Apartment Association of Greater Memphis | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | Japt Inc | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2021 | Christian Outreach Ministry Inc. | 990 | Secretary | 40 | $0 | $0 | View return |
| 2021 | Morven Volunteer Fire Department Inc | 990 | Treasurer | - | $0 | $0 | View return |
| 2021 | Lancer Booster Club | 990 | Treasurer B Water Polo | 2 | $0 | $0 | View return |
| 2021 | Humane Society of the Piedmont Inc. | 990 | Member | 1 | $0 | $0 | View return |
| 2021 | Youngs Memorial Cemetery Association | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2021 | Jewish Community Foundation of Greater Kansas City | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | The Barstow School | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | University Obstetricians-Gynecologists Inc | 990PF | Member | 50 | $0 | $0 | View return |
| 2021 | The Jewish Federations of North America Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Chickpeas Child Care Center Inc. | 990 | Secretary | 1 | $0 | $0 | View return |
| 2021 | United Way of Greenwood and Abbeville Counties | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | Ascension Allegan Professional Health Services Inc | 990EZ | Director (End 3/2022) | 1 | $0 | $0 | View return |
| 2020 | Pinnacle Health System | 990 | Assistant Treasurer | 10 | $169,549 | $0 | View return |
| 2020 | Morgan Family Legacy Foundation | 990PF | Director, COO & Secretary | 10 | $12,000 | $0 | View return |
| 2020 | Upmc Pinnacle Lancaster | 990 | Assistant Treasurer | 1 | $0 | $169,549 | View return |
| 2020 | Community Life Team | 990 | Assistant Treasurer | 1 | $0 | $169,549 | View return |
| 2020 | Upmc Pinnacle Lititz | 990 | Assistant Treasurer | 1 | $0 | $169,549 | View return |
| 2020 | Upmc Pinnacle Carlisle | 990 | Assistant Treasurer | 1 | $0 | $169,549 | View return |
| 2020 | Pinnacle Health Medical Services | 990 | Assistant Treasurer | 1 | $0 | $169,549 | View return |
| 2020 | Pinnacle Health Regional Physicians | 990 | Assistant Treasurer | 1 | $0 | $169,549 | View return |
| 2020 | Pinnacle Health Hospitals | 990 | Assistant Treasurer | 10 | $0 | $169,549 | View return |
| 2020 | Upmc Pinnacle Memorial | 990 | Assistant Treasurer | 1 | $0 | $169,549 | View return |
| 2020 | Pinnacle Health Foundation | 990 | Assistant Treasurer | 1 | $0 | $169,549 | View return |
| 2020 | Rose Morgan Scholarship Fund Valley View Financial Group Trust Co | 990 | Co-Trustee | - | $0 | $0 | View return |
| 2020 | Apartment Association of Greater Memphis | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Japt Inc | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2020 | Youngs Memorial Cemetery Association | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2020 | The Barstow School | 990 | Vice Chairman | 1 | $0 | $0 | View return |
| 2020 | The Jewish Federations of North America Inc. | 990 | Trustee Began Service June 20 | 1 | $0 | $0 | View return |
| 2020 | United Way of Greenwood and Abbeville Counties | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Ascension Allegan Professional Health Services Inc | 990EZ | Director | 1 | $0 | $0 | View return |
| 2020 | Morven Volunteer Fire Department Inc | 990 | Treasurer | - | $0 | $0 | View return |
| 2019 | Southside Athletics Foundation Inc. | 990 | Treasurer | - | $0 | $0 | View return |
| 2019 | Japt Inc | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2019 | Apartment Association of Greater Memphis | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | The Barstow School | 990 | Vice Chairman | 1 | $0 | $0 | View return |
| 2019 | United Way of Greenwood and Abbeville Counties | 990 | Board Member | 0 | $0 | $0 | View return |
| 2018 | Stepping Stones Montessori School in East Lansing | 990 | Board Member | 2 | $0 | $0 | View return |
| 2018 | Ascension Borgess Allegan Hospital | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2018 | Rose Morgan Scholarship Fund Valley View Financial Group Trust Co | 990 | Co-Trustee | 0 | $0 | $0 | View return |
| 2018 | Japt Inc | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2018 | The Barstow School | 990 | Member-At-Large | 1 | $0 | $0 | View return |
| 2018 | Southside Athletics Foundation Inc. | 990 | Treasurer | - | $0 | $0 | View return |
| 2017 | Rose Morgan Scholarship Fund Valley View Financial Group Trust Co | 990 | Co-Trustee | 0 | $0 | $0 | View return |
| 2017 | Japt Inc | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2017 | The Barstow School | 990 | Vice Chairman | 1 | $0 | $0 | View return |
| 2017 | Southside Athletics Foundation Inc. | 990 | Treasurer | - | $0 | $0 | View return |
| 2017 | Fair Girls Inc. | 990 | Director Until 11/2017 | 1 | $0 | $0 | View return |
| 2016 | Queen Anne Hillsboro Volunteer Fire Company Incorporated | 990 | Assist Treasurer | 0.5 | $0 | $0 | View return |
| 2016 | Morgan Family Legacy Foundation | 990PF | Director, COO & Secretary | 1 | $0 | $0 | View return |
| 2016 | Japt Inc | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2016 | Rose Morgan Scholarship Fund Valley View Financial Group Trust Co | 990 | Co-Trustee | 0 | $0 | $0 | View return |
| 2016 | The Barstow School | 990 | Vice Chairman | 1 | $0 | $0 | View return |
| 2016 | Fair Girls Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Morgan Family Legacy Foundation | 990PF | Director, COO & Secretary | 2 | $0 | $0 | View return |
| 2015 | Queen Anne Hillsboro Volunteer Fire Company Incorporated | 990 | Assist Treasurer | 0.5 | $0 | $0 | View return |
| 2015 | Round Rock Area Arts Council | 990EZ | Treasurer | 1 | $0 | - | View return |
| 2015 | The Barstow School | 990 | Vice Chairman | 1 | $0 | $0 | View return |
| 2015 | Rose Morgan Scholarship Fund Valley View Financial Group Trust Co | 990 | Co-Trustee | 0 | $0 | $0 | View return |
| 2015 | Japt Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2014 | Kappa Delta Sorority Sigma Gamma Chapter | 990EZ | VP New Member Educ. | 15 | $0 | $0 | View return |
| 2014 | Jewish Family Services | 990 | Director | 2 | $0 | $0 | View return |
| 2014 | Round Rock Area Arts Council | 990EZ | Asst Treasurer | 1 | $0 | - | View return |
| 2014 | Rose Morgan Scholarship Fund Valley View Financial Group Trust Co | 990 | Co-Trustee | 0 | $0 | $0 | View return |
| 2014 | The Barstow School | 990 | Secretary | 1 | $0 | $0 | View return |
| 2014 | Jewish Federation of Greater Kansas City | 990 | Vice-President | 2 | $0 | $0 | View return |
| 2013 | The Barstow School | 990 | Secretary | 1 | $0 | $0 | View return |
| 2013 | Jewish Family Services | 990 | Director | 2 | - | - | View return |
| 2013 | Southern Virginia Higher Education Foundation Inc. | 990 | Director | 0.5 | $0 | $0 | View return |
| 2013 | Round Rock Area Arts Council | 990EZ | Asst Treasurer | 1 | $0 | - | View return |
| 2013 | Rose Morgan Scholarship Fund Valley View Financial Group Trust Co | 990 | Co-Trustee | 0 | $0 | $0 | View return |
| 2013 | Jewish Federation of Greater Kansas City | 990 | Vice-President | 2 | $0 | $0 | View return |