| 2024 | Merritt Community Capital Corporation | 990 | President & CEO | 40 | $390,000 | $0 | View return |
| 2024 | NBA Pecan Grove Manor Inc Pecan Grove Manor | 990 | Director | - | $0 | $0 | View return |
| 2024 | California Housing Consortium | 990 | Director | 0.5 | $0 | $0 | View return |
| 2024 | National Association of State and Local Equity Funds | 990 | President | 1 | $0 | $0 | View return |
| 2024 | Northwest Retirement Housing Inc Mattie Younkin Manor | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Portland Disciples Housing Inc Powell Vista Manor | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | St Mary'S Episcopal Retirement Homes Inc | 990 | Board Member | - | $0 | $0 | View return |
| 2024 | Lorenz Senior Housing Inc. | 990EZ | Director | 2 | $0 | $0 | View return |
| 2024 | Cch Development Corporation | 990 | Director | 0.15 | $0 | $0 | View return |
| 2024 | Cch Management Corporation | 990 | Director | 0.15 | $0 | $0 | View return |
| 2024 | Christian Church Homes of Northern California | 990 | Director | 1.7 | $0 | $0 | View return |
| 2023 | Merritt Community Capital Corporation | 990 | President & CEO | 40 | $420,385 | $0 | View return |
| 2023 | Northwest Retirement Housing Inc Mattie Younkin Manor | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | St Mary'S Episcopal Retirement Homes Inc | 990 | Board Member | - | $0 | $0 | View return |
| 2023 | NBA Pecan Grove Manor Inc Pecan Grove Manor | 990 | Director | - | $0 | $0 | View return |
| 2023 | Portland Disciples Housing Inc Powell Vista Manor | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | National Association of State and Local Equity Funds | 990 | President | 1 | $0 | $0 | View return |
| 2023 | Lorenz Senior Housing Inc. | 990EZ | Director | 2 | $0 | $0 | View return |
| 2023 | Christian Church Homes of Northern California | 990 | Director | 1.7 | $0 | $0 | View return |
| 2023 | Cch Development Corporation | 990 | Director | 0.15 | $0 | $0 | View return |
| 2023 | Cch Management Corporation | 990 | Director | 0.15 | $0 | $0 | View return |
| 2022 | Merritt Community Capital Corporation | 990 | President & CEO | 40 | $370,103 | $0 | View return |
| 2022 | National Association of State and Local Equity Funds | 990 | Vice-President | 1 | $0 | $0 | View return |
| 2022 | NBA Pecan Grove Manor Inc Pecan Grove Manor | 990 | Director | - | $0 | $0 | View return |
| 2022 | Portland Disciples Housing Inc Powell Vista Manor | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Northwest Retirement Housing Inc Mattie Younkin Manor | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | St Mary'S Episcopal Retirement Homes Inc | 990 | Director | - | $0 | $0 | View return |
| 2021 | Merritt Community Capital Corporation | 990 | President | 40 | $339,836 | $0 | View return |
| 2021 | National Association of State and Local Equity Funds | 990 | Vice-President | 1 | $0 | $0 | View return |
| 2020 | Merritt Community Capital Corporation | 990 | President | 40 | $332,964 | $0 | View return |
| 2020 | National Association of State and Local Equity Funds | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Merritt Community Capital Corporation | 990 | President | 40 | $111,062 | $0 | View return |
| 2018 | San Francisco Senior Center | 990 | Board Member | 0.1 | $0 | $0 | View return |
| 2018 | Northern California Presbyterian Homes and Services Inc | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2018 | Ross Valley Homes Inc | 990 | Board Member | 0.1 | $0 | $0 | View return |
| 2017 | Ross Valley Homes Inc | 990 | Board Member (As Of 5/1/17) | 0.2 | $0 | $0 | View return |
| 2017 | Northern California Presbyterian Homes and Services Inc | 990 | Board Member (As Of 5/1/17) | 1 | $0 | $0 | View return |
| 2013 | Berkeley Hillel Bnai Brith Hillel Foundation at Ucb | 990 | Director | 1 | $0 | $0 | View return |