| 2025 | New Markets Tax Credit Coalition | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | New Markets Tax Credit Coalition | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Illinois National Guard & Militia | 990EZ | Director | 0 | $0 | $0 | View return |
| 2022 | Lionville Youth Association | 990 | Executive Director | 10 | $23,359 | $0 | View return |
| 2022 | National Association of Activity | 990EZ | President | 10 | $0 | $0 | View return |
| 2021 | National Association of Activity | 990EZ | President | 10 | $0 | $0 | View return |
| 2020 | Lionville Youth Association | 990 | Executive Director | 10 | $13,869 | $0 | View return |
| 2020 | National Association of Activity | 990EZ | President | 10 | $0 | $0 | View return |
| 2020 | New Markets Tax Credit Coalition | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Low Income Investment Fund | 990 | VP Of Structure Products & Capital Markets | 40 | $262,684 | $0 | View return |
| 2019 | Lionville Youth Association | 990 | Executive Director | 10 | $13,869 | $0 | View return |
| 2019 | New Markets Tax Credit Coalition | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | National Association of Activity | 990EZ | Professional Development Trustee | 5 | $0 | $0 | View return |
| 2019 | Richard Henry Lee PTA | 990EZ | Advisor | 4 | $0 | - | View return |
| 2018 | Low Income Investment Fund | 990 | VP Of Structure Products & Capital Markets | 40 | $230,530 | $0 | View return |
| 2018 | Lionville Youth Association | 990 | Executive Director | 10 | $14,327 | $0 | View return |
| 2018 | Richard Henry Lee PTA | 990EZ | Advisor | 10 | $0 | - | View return |
| 2018 | National Association of Activity | 990EZ | Professional Development Trustee | 5 | $0 | $0 | View return |
| 2018 | New Markets Tax Credit Coalition | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | San Mateo Public Library Foundation | 990 | Board Member | 2 | $0 | $0 | View return |
| 2017 | Lionville Youth Association | 990 | Executive Director | 10 | $17,441 | $0 | View return |
| 2017 | New Markets Tax Credit Coalition | 990 | Director | 1 | - | - | View return |
| 2017 | San Mateo Public Library Foundation | 990 | Board Director | 2 | $0 | $0 | View return |
| 2017 | National Association of Activity | 990EZ | Conference Trustee | 4 | $0 | $0 | View return |
| 2017 | San Mateo Public Library Foundation | 990 | Board Director | 2 | $0 | $0 | View return |
| 2016 | Low Income Investment Fund | 990 | Director, National New Markets Tax Credits | 40 | $172,190 | $0 | View return |
| 2016 | Lionville Youth Association | 990 | Executive Director | 10 | $25,080 | $0 | View return |
| 2016 | New Markets Tax Credit Coalition | 990 | Director | 1 | - | - | View return |
| 2016 | San Mateo Public Library Foundation | 990 | Board Director | 2 | $0 | $0 | View return |
| 2015 | Low Income Investment Fund | 990 | Director, National Nmtc | 40 | $160,050 | $0 | View return |
| 2015 | The Day School Foundation | 990 | Secretary (Thru 11/10/15) | 1 | $0 | $0 | View return |
| 2015 | San Mateo Public Library Foundation | 990 | Secretary | 2 | $0 | $0 | View return |
| 2014 | Low Income Investment Fund | 990 | Director, National Nmtc | 40 | $135,645 | $0 | View return |
| 2014 | The Day School Foundation | 990 | Secretary | 1 | $0 | $0 | View return |
| 2014 | San Mateo Public Library Foundation | 990 | Board Director | 2 | $0 | $0 | View return |
| 2013 | San Mateo Public Library Foundation | 990 | Board Director | 2 | $0 | $0 | View return |
| 2013 | The Day School Foundation | 990 | Secretary | 1 | $0 | $0 | View return |