| 2024 | Claremont Investment Management Company | 990 | Former Vice President | 0 | $0 | $427,073 | View return |
| 2024 | Xela Aid - Partnerships for Self Reliance | 990 | Chair Of The Board | 4 | $0 | $0 | View return |
| 2023 | Claremont Investment Management Company | 990 | Former Vice President | 0 | $0 | $410,137 | View return |
| 2023 | Claremont Investment Fund | 990 | Former Vice President | 0 | $0 | $427,073 | View return |
| 2023 | Xela Aid - Partnerships for Self Reliance | 990 | Chair Of The Board | 4 | $0 | $0 | View return |
| 2023 | Wasc Senior College and University Commission | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | Claremont Investment Fund | 990 | Former Vice President | 0 | $0 | $410,137 | View return |
| 2022 | Claremont Investment Management Company | 990 | Vice President & Deputy CIO | 1 | $0 | $375,630 | View return |
| 2022 | Xela Aid - Partnerships for Self Reliance | 990 | Chair Of The Board | 4 | $0 | $0 | View return |
| 2022 | Wasc Senior College and University Commission | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Claremont Investment Fund | 990 | Vice President | 1 | $0 | $375,630 | View return |
| 2021 | Claremont Investment Management Company | 990 | Vice President | 1 | $0 | $350,499 | View return |
| 2021 | Xela Aid - Partnerships for Self Reliance | 990 | Vice President | 4 | $0 | $0 | View return |
| 2021 | Xela Aid - Partnerships for Self Reliance | 990 | Vice President | 4 | $0 | $0 | View return |
| 2021 | Wasc Senior College and University Commission | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Claremont Investment Fund | 990 | Vice President | 1 | $0 | $350,499 | View return |
| 2020 | Claremont Investment Management Company | 990 | Vice President | 1 | $0 | $343,315 | View return |
| 2020 | Xela Aid - Partnerships for Self Reliance | 990 | Vice President | 4 | $0 | $0 | View return |
| 2019 | Harvey Mudd College | 990 | VP For Administration & Finance/Treasurer | 50 | $343,315 | $0 | View return |
| 2019 | Claremont Investment Fund | 990 | Vice President | 1 | $0 | $343,315 | View return |
| 2019 | Claremont Investment Management Company | 990 | Vice President | 0.5 | $0 | $330,390 | View return |
| 2018 | Harvey Mudd College | 990 | VP For Administration & Finance/Treasurer | 50 | $330,390 | $0 | View return |
| 2018 | Claremont Investment Fund | 990 | Vice President | 0.5 | $0 | $330,390 | View return |
| 2017 | Harvey Mudd College | 990 | VP For Adm & Finance / Treasurer | 50 | $312,755 | $0 | View return |
| 2017 | Claremont Investment Fund | 990EZ | Vice President | 0 | $0 | $0 | View return |
| 2017 | Employer Contribution Veba Trust Harvey Mudd | 990 | VP Of Admin/ | 1 | $0 | $0 | View return |
| 2016 | Harvey Mudd College | 990 | VP For Administration And Finance | 50 | $299,209 | $0 | View return |
| 2016 | Employee After Tax Contribution Veba Trust for Harvey Mudd College | 990EZ | VP For Admin | 1 | $0 | - | View return |
| 2015 | Harvey Mudd College | 990 | VP For Administration And Finance | 50 | $282,698 | $0 | View return |
| 2014 | Harvey Mudd College | 990 | VP/Admin & Finance | 50 | $264,821 | $0 | View return |
| 2013 | Harvey Mudd College | 990 | VP/Admin & Finance/Treasurer | 50 | $274,130 | $0 | View return |