| 2024 | Colorado Lending Source Ltd | 990 | Portfolio Management Direc | 40 | $132,086 | $0 | View return |
| 2024 | Lake Harmony Watershed Preservation Group | 990EZ | Vice-Preside | 4 | $0 | - | View return |
| 2024 | Alabama Association of Assisted Living Facilities | 990 | Education Director | 0 | $0 | $0 | View return |
| 2023 | Colorado Lending Source Ltd | 990 | Portfolio Management Direc | 40 | $143,099 | $0 | View return |
| 2023 | Lake Harmony Watershed Preservation Group | 990EZ | Vice-Preside | 4 | $0 | - | View return |
| 2023 | Eastern Star of Massachusetts Charitable Foundation Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2023 | Alabama Association of Assisted Living Facilities | 990 | Education Director | 0 | $0 | $0 | View return |
| 2022 | Colorado Lending Source Ltd | 990 | Portfolio Management Director | 40 | $142,698 | $0 | View return |
| 2022 | Alabama Association of Assisted Living Facilities | 990 | Education Director | 0 | $0 | $0 | View return |
| 2022 | Eastern Star of Massachusetts Charitable Foundation Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2021 | Colorado Lending Source Ltd | 990 | Portfolio Management Director | 40 | $124,673 | $0 | View return |
| 2021 | Alabama Association of Assisted Living Facilities | 990 | At-Large Director | 1 | $0 | $0 | View return |
| 2021 | Eastern Star of Massachusetts Charitable Foundation Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2020 | Colorado Lending Source Ltd | 990 | Portfolio Managment Lead | 40 | $120,509 | $0 | View return |
| 2020 | Alabama Association of Assisted Living Facilities | 990 | At-Large Director | 1 | $0 | $0 | View return |
| 2020 | Eastern Star of Massachusetts Charitable Foundation Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2019 | Colorado Lending Source Ltd | 990 | Portfolio Management Lead | 40 | $124,464 | $0 | View return |
| 2019 | Eastern Star of Massachusetts Charitable Foundation Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2019 | Alabama Association of Assisted Living Facilities | 990 | At-Large Director | 1 | $0 | $0 | View return |
| 2018 | Colorado Lending Source Ltd | 990 | Priority Assets Manager | 40 | $101,513 | $0 | View return |
| 2018 | Alabama Association of Assisted Living Facilities | 990 | At-Large Director | 1 | $0 | $0 | View return |
| 2017 | Alabama Association of Assisted Living Facilities | 990 | At-Large Director | 1 | $0 | $0 | View return |
| 2016 | Alabama Association of Assisted Living Facilities | 990 | At-Large Director | 1 | $0 | $0 | View return |
| 2015 | Alabama Association of Assisted Living Facilities | 990 | South West Region Director | 1 | $0 | $0 | View return |
| 2014 | Alabama Association of Assisted Living Facilities | 990 | Education Director | 1 | $0 | $0 | View return |
| 2013 | Alabama Association of Assisted Living Facilities | 990 | Education Director | 1 | $0 | $0 | View return |