| 2024 | Social Finance Inc. | 990 | VP, Impact Investments | 40 | $238,720 | $0 | View return |
| 2024 | The Chinese School of Caacf Inc | 990EZ | Academic Dean | 3 | $2,520 | - | View return |
| 2024 | Crimson Education Project Inc. | 990 | CTB Director | 10 | $0 | $0 | View return |
| 2024 | I-Link International Inc. | 990EZ | President & CEO | 0 | $0 | - | View return |
| 2024 | Friday Night Supper Program Inc. | 990 | Secretary | 4 | $0 | $0 | View return |
| 2023 | Social Finance Inc. | 990 | VP, Impact Investments | 40 | $216,700 | $0 | View return |
| 2023 | The Chinese School of Caacf Inc | 990EZ | Academic Dean | 3 | $2,730 | - | View return |
| 2023 | I-Link International Inc. | 990EZ | President & CEO | 0 | $0 | - | View return |
| 2023 | Family Paths Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | Friday Night Supper Program Inc. | 990 | Secretary | 2 | $0 | $0 | View return |
| 2023 | Organization of Chinese Americans of Greater Houston | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2022 | Social Finance Inc. | 990 | VP, Impact Investments | 40 | $201,230 | $0 | View return |
| 2022 | The Chinese School of Caacf Inc | 990EZ | Academic Dean | 3 | $2,700 | - | View return |
| 2022 | I-Link International Inc. | 990EZ | President & | 0 | $0 | - | View return |
| 2022 | Friday Night Supper Program Inc. | 990 | Secretary | 2 | $0 | $0 | View return |
| 2022 | Family Paths Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Social Finance Inc. | 990 | VP, Impact Investments | 40 | $183,912 | $0 | View return |
| 2021 | The Chinese School of Caacf Inc | 990EZ | Academic Dean | 3 | $2,415 | - | View return |
| 2021 | Great Minds | 990 | Trustee | 2 | $0 | $0 | View return |
| 2021 | I-Link International Inc. | 990EZ | President & | 0 | $0 | - | View return |
| 2021 | Living Faith Community Development Corporation | 990EZ | Communications Chair | 2 | $0 | $0 | View return |
| 2021 | Friday Night Supper Program Inc. | 990 | Secretary | 2 | $0 | $0 | View return |
| 2021 | Governing Council of the University of Toronto | 990 | Undergraduate Student Governor | 1 | $0 | $0 | View return |
| 2020 | The Chinese School of Caacf Inc | 990EZ | Business Administrator | 2 | $1,090 | - | View return |
| 2020 | I-Link International Inc. | 990EZ | President & | 0 | $0 | - | View return |
| 2020 | Great Minds | 990 | Trustee | 2 | $0 | $0 | View return |
| 2019 | Great Minds | 990 | Trustee | 2 | $8,000 | $0 | View return |
| 2019 | I-Link International Inc. | 990EZ | President & CEO | 0 | $0 | - | View return |
| 2019 | The Chinese School of Caacf Inc | 990EZ | Director | 2 | $0 | - | View return |
| 2018 | I-Link International Inc. | 990EZ | President & CEO | 0 | $0 | - | View return |
| 2018 | Great Minds | 990 | Trustee | 2 | $0 | $0 | View return |
| 2017 | I-Link International Inc. | 990EZ | President & CEO | 0 | $0 | - | View return |
| 2016 | Boston Community Capital Inc | 990 | Managing Director | 28 | $138,332 | $59,285 | View return |
| 2016 | Bclf Ventures Inc. | 990 | Managing Dir.-Bclf Venture | 12 | $59,285 | $138,332 | View return |
| 2016 | Boston Community Loan Fund Inc | 990 | Managing Director | 1 | $0 | $197,617 | View return |
| 2016 | Friends of Soochow University | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2015 | Boston Community Capital Inc | 990 | Managing Director | 28 | $182,470 | $78,202 | View return |
| 2015 | Bclf Ventures Inc. | 990 | Managing Dir.-Bclf Venture | 12 | $78,202 | $182,470 | View return |
| 2015 | Boston Community Loan Fund Inc | 990 | Managing Director | 0 | $0 | $260,672 | View return |
| 2015 | Friends of Soochow University | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2015 | Body Wisdom Inc. | 990 | Treasurer | 0 | $0 | $0 | View return |
| 2014 | Boston Community Capital Inc | 990 | Managing Director | 28 | $174,079 | $74,605 | View return |
| 2014 | Bclf Ventures Inc. | 990 | Managing Dir.-Bclf Venture | 40 | $74,605 | $174,079 | View return |
| 2014 | Boston Community Loan Fund Inc | 990 | Managing Director | 40 | $0 | $248,685 | View return |
| 2014 | Friends of Soochow University | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2014 | Foundation for Human Developmentinc | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Boston Community Capital Inc | 990 | Managing Director | 40 | $98,501 | $192,215 | View return |
| 2013 | Bclf Ventures Inc. | 990 | Managing Dir.-Bclf Venture | 40 | $87,215 | $203,502 | View return |
| 2013 | Boston Community Loan Fund Inc | 990 | Managing Director | 40 | $0 | $290,716 | View return |
| 2013 | Friends of Soochow University | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2013 | Foundation for Human Developmentinc | 990 | Director | 1 | $0 | $0 | View return |
| 2012 | Friends of Soochow University | 990PF | Director | 0.25 | $0 | $0 | View return |