| 2023 | The Institute of Internal Auditors Inc | 990 | President & CEO | 39 | $887,853 | $0 | View return |
| 2023 | Communication Workers of America | 990 | Vice Preside | 40 | $111,680 | $0 | View return |
| 2023 | Internal Audit Foundation | 990 | Iia CEO | 1 | $0 | $887,853 | View return |
| 2023 | Sea Cliff Chamber Players Inc. | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2022 | The Institute of Internal Auditors Inc | 990 | President & CEO | 40 | $834,687 | $0 | View return |
| 2022 | Communication Workers of America | 990 | Vice Preside | 40 | $109,683 | $0 | View return |
| 2022 | Internal Audit Foundation | 990 | Iia CEO, Ex-Officio Member | 2 | $0 | $834,687 | View return |
| 2022 | Sea Cliff Chamber Players Inc. | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2021 | The Institute of Internal Auditors Inc | 990 | President & CEO (As Of 03/2021) | 40 | $701,852 | $0 | View return |
| 2021 | Communication Workers of America | 990 | Vice Preside | 40 | $106,370 | $0 | View return |
| 2021 | Internal Audit Foundation | 990 | Trustee, Iia CEO | 2 | $0 | $701,852 | View return |
| 2021 | Sea Cliff Chamber Players Inc. | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2020 | California Society of Certified Public Accountants | 990 | President & Chief Executive Officer | 20 | $310,004 | $310,004 | View return |
| 2020 | Sea Cliff Chamber Players Inc. | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2019 | California Certified Public Accountants Education Foundation | 990 | President & Chief Executive Officer | 20 | $164,475 | $164,475 | View return |
| 2019 | California Society of Certified Public Accountants | 990 | President & Chief Executive Officer | 20 | $164,475 | $164,475 | View return |
| 2019 | Association of International Certified Professional Accountants | 990 | Former Treasurer (2018) | 0 | $158,718 | $0 | View return |
| 2019 | Calcpa Institute | 990 | President And CEO - Eff 07-30-2019 | 1 | $0 | $328,950 | View return |
| 2019 | American Institute of Certified Public Accountants | 990 | Former Treasurer | 0 | $0 | $158,718 | View return |
| 2019 | Patriots' Path Council Inc Boy Scouts of America | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Sea Cliff Chamber Players Inc. | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2018 | American Institute of Certified Public Accountants | 990 | Treasurer | 3 | $0 | $1,001,916 | View return |
| 2018 | Patriots' Path Council Inc Boy Scouts of America | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | American Institute of Certified Public Accountants | 990 | Treasurer | 3 | $0 | $691,313 | View return |
| 2017 | Patriots' Path Council Inc Boy Scouts of America | 990 | Board Of Trustees | 1 | $0 | $0 | View return |
| 2016 | Chapel Hill-Carrboro Chamber of Commerce | 990 | Chair | 2 | $0 | $0 | View return |
| 2016 | Partnership for a Sustainable Community | 990 | Director | 0.5 | $0 | $0 | View return |
| 2015 | American Institute of Certified Public Accountants | 990 | Treasurer | 40 | $778,340 | $0 | View return |
| 2015 | Aicpa Benevolent Fund Inc. | 990 | Treasurer | 0.3 | $0 | $778,340 | View return |
| 2015 | Accounting Research Association Inc | 990 | Assistant Treasurer | 0.3 | $0 | $778,340 | View return |
| 2015 | American Institute of Certified Public Accountants Foundation | 990 | Assistant Treasurer | 0.3 | $0 | $778,340 | View return |
| 2015 | Chapel Hill-Carrboro Chamber of Commerce | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2015 | Durham Chamber Legacy Foundation | 990EZ | Treasurer | 0.5 | $0 | $0 | View return |
| 2015 | Partnership for a Sustainable Community | 990 | Director | 0.5 | $0 | $0 | View return |
| 2014 | American Institute of Certified Public Accountants | 990 | Treasurer | 40 | $742,231 | $0 | View return |
| 2014 | American Institute of Certified Public Accountants Foundation | 990 | Assistant Treasurer | 0.3 | $0 | $742,231 | View return |
| 2014 | Aicpa Benevolent Fund Inc. | 990 | Treasurer | 0.3 | $0 | $742,231 | View return |
| 2014 | Chapel Hill-Carrboro Chamber of Commerce | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2014 | Partnership for a Sustainable Community | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Accounting Research Association Inc | 990EZ | Asst Treasurer | 0.3 | $0 | $0 | View return |
| 2013 | American Institute of Certified Public Accountants | 990 | SVP & COO | 40 | $723,048 | $0 | View return |
| 2013 | Aicpa Educational Fund Inc | 990 | SVP Finance & COO | 0.3 | $0 | $723,048 | View return |
| 2013 | American Institute of Certified Public Accountants Foundation | 990 | Assistant Treasurer | 0.3 | $0 | $723,048 | View return |
| 2013 | Aicpa Benevolent Fund Inc. | 990 | Treasurer | 0.3 | $0 | $723,048 | View return |
| 2013 | The West Annapolis Fire and Improvement Company | 990 | Board Member | 2 | $0 | $0 | View return |
| 2013 | North Carolina Chamber | 990 | Member | 1 | $0 | $0 | View return |
| 2013 | Accounting Research Association Inc | 990EZ | Asst Treasurer | 0.3 | $0 | $0 | View return |