| 2024 | Foundation for Financial Planning Inc. | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2024 | Charles Schwab Corporation Foundation | 990PF | Board Of Director | 1 | $0 | $0 | View return |
| 2023 | Charles Schwab Corporation Foundation | 990PF | Board Of Director | 1 | $0 | $0 | View return |
| 2023 | Foundation for Financial Planning Inc. | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2022 | Charles Schwab Corporation Foundation | 990PF | Board Of Director | 1 | $0 | $0 | View return |
| 2022 | Foundation for Financial Planning Inc. | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2021 | The Electrical Association of Philadelphia Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Charles Schwab Corporation Foundation | 990PF | Board Of Director | 1 | $0 | $0 | View return |
| 2021 | Foundation for Financial Planning Inc. | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2020 | The Electrical Association of Philadelphia Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Foundation for Financial Planning Inc. | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2020 | Charles Schwab Corporation Foundation | 990PF | Board Of Director | 1 | $0 | $0 | View return |
| 2019 | Clearfield County Coop Extension | 990EZ | Vice President | 0 | $0 | - | View return |
| 2019 | The Electrical Association of Philadelphia Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Charles Schwab Corporation Foundation | 990PF | Board Of Director | 1 | $0 | $0 | View return |
| 2018 | Clearfield County Coop Extension | 990EZ | Vice President | 0 | $0 | - | View return |
| 2018 | Charles Schwab Corporation Foundation | 990PF | Board Of Director | 1 | $0 | $0 | View return |
| 2017 | Clearfield County Coop Extension | 990EZ | Vice President | 0 | $0 | - | View return |
| 2017 | Charles Schwab Corporation Foundation | 990PF | Board Of Director | 1 | $0 | $0 | View return |
| 2016 | Philadelphia Chapter of the American Marketing Association | 990EZ | President | 10 | $0 | - | View return |
| 2016 | Clearfield County Coop Extension | 990EZ | Vice President | 0 | $0 | - | View return |
| 2016 | Hartford Symphony Orchestra Inc. | 990 | Chair - Gove | 1 | $0 | $0 | View return |
| 2016 | Good Shepherd Lutheran School Inc | 990 | Vice President | 2 | $0 | $0 | View return |
| 2016 | Good Shepherd Lutheran School Inc | 990 | Vice President | 2 | $0 | $0 | View return |
| 2015 | Philadelphia Chapter of the American Marketing Association | 990EZ | Treasurer | 10 | $0 | - | View return |
| 2015 | Hartford Symphony Orchestra Inc. | 990 | Chair - Gove | 1 | $0 | $0 | View return |
| 2014 | Good Shepherd Lutheran School Inc | 990 | President & CEO | 1 | $0 | $0 | View return |
| 2014 | Foundation for Financial Planning Inc. | 990 | Vice Chair | 1 | $0 | $0 | View return |
| 2014 | Philadelphia Chapter of the American Marketing Association | 990EZ | Treasurer | 10 | $0 | - | View return |
| 2014 | Hartford Symphony Orchestra Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Foundation for Financial Planning Inc. | 990 | Trustee At Large | 1 | $0 | $0 | View return |
| 2013 | Hartford Symphony Orchestra Inc. | 990 | Director | 1 | $0 | $0 | View return |