| 2025 | Virginia Society of Association Executives | 990 | President El | 0.75 | $0 | $0 | View return |
| 2024 | Virginia Bankers Association | 990 | President & CEO | 24 | $400,172 | $266,782 | View return |
| 2024 | Virginia Society of Association Executives | 990 | Treasurer | 0.75 | $0 | $0 | View return |
| 2024 | MID-Atlantic Bankers Association | 990EZ | President & CEO | 1 | $0 | $0 | View return |
| 2024 | Charterhouse Schools Inc | 990 | Chair | 0.5 | $0 | $0 | View return |
| 2024 | United Methodist Family Services of Virginia Inc | 990 | Chair | 0.5 | $0 | $0 | View return |
| 2024 | Virginia Council on Economic Education | 990 | Board Member | 2 | $0 | $0 | View return |
| 2023 | Virginia Bankers Association | 990 | President & CEO | 24 | $372,522 | $248,348 | View return |
| 2023 | Virginia Society of Association Executives | 990 | Secretary | 1 | $0 | $0 | View return |
| 2023 | Vba Education Foundation | 990 | President | 1 | $0 | $0 | View return |
| 2023 | Charterhouse Schools Inc | 990 | Vice Chair | 0.5 | $0 | $0 | View return |
| 2023 | United Methodist Family Services of Virginia Inc | 990 | Vice Chair | 0.5 | $0 | $0 | View return |
| 2023 | Virginia Council on Economic Education | 990 | Board Member | 2 | $0 | $0 | View return |
| 2022 | Virginia Bankers Association | 990 | President & CEO | 20 | $292,249 | $292,249 | View return |
| 2022 | Virginia Society of Association Executives | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Vba Education Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Charterhouse Schools Inc | 990 | Vice Chair | 0.5 | $0 | $0 | View return |
| 2022 | Ferrum College | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2022 | Virginia Council on Economic Education | 990 | Board Member | 2 | $0 | $0 | View return |
| 2022 | United Methodist Family Services of Virginia Inc | 990 | Vice Chair | 0.5 | $0 | $0 | View return |
| 2021 | Virginia Bankers Association | 990 | President & CEO | 16 | $252,431 | $308,527 | View return |
| 2021 | Vba Education Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | Virginia Society of Association Executives | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Charterhouse Schools Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2021 | Ferrum College | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2021 | United Methodist Family Services of Virginia Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2021 | Virginia Council on Economic Education | 990 | Board Member | 3 | $0 | $0 | View return |
| 2020 | Virginia Bankers Association | 990 | President & CEO | 16 | $218,517 | $327,776 | View return |
| 2020 | Virginia Council on Economic Education | 990 | Board Member | 3 | $0 | $0 | View return |
| 2020 | Vba Education Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | United Methodist Family Services of Virginia Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2020 | Ferrum College | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2020 | Charterhouse Schools Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2019 | Virginia Bankers Association | 990 | President & CEO | 18 | $243,876 | $298,071 | View return |
| 2019 | Tsbs Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Vba Education Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | Ferrum College | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2019 | Virginia Council on Economic Education | 990 | Board Member | 3 | $0 | $0 | View return |
| 2018 | Virginia Bankers Association | 990 | President & CEO | 20 | $249,281 | $249,281 | View return |
| 2018 | Vba Education Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | Tsbs Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Charterhouse Schools Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2018 | United Methodist Family Services of Virginia Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2018 | Ferrum College | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2018 | Virginia Council on Economic Education | 990 | Board Member | 3 | $0 | $0 | View return |
| 2017 | Virginia Bankers Association | 990 | President & CEO | 20 | $230,037 | $230,037 | View return |
| 2017 | Virginia Council on Economic Education | 990 | Board Member | 3 | $0 | $0 | View return |
| 2017 | Vba Education Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | United Methodist Family Services of Virginia Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2017 | Charterhouse Schools Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2016 | Virginia Bankers Association | 990 | President & CEO | 20 | $216,095 | $216,095 | View return |
| 2016 | Vba Education Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Charterhouse Schools Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2016 | Virginia Council on Economic Education | 990 | Board Member | 3 | $0 | $0 | View return |
| 2016 | United Methodist Family Services of Virginia Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2015 | Virginia Bankers Association | 990 | President & CEO | 20 | $201,467 | $201,467 | View return |
| 2015 | Vba Education Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | United Methodist Family Services of Virginia Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2015 | Charterhouse Schools Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2015 | Virginia Council on Economic Education | 990 | Board Member | 3 | $0 | $0 | View return |
| 2014 | Virginia Bankers Association | 990 | President & CEO | 20 | $187,656 | $187,656 | View return |
| 2014 | Vba Education Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Charterhouse Schools Inc | 990 | Chair | 0.5 | $0 | $0 | View return |
| 2014 | Virginia Council on Economic Education | 990 | Board Member | 7 | $0 | $0 | View return |
| 2014 | United Methodist Family Services of Virginia Inc | 990 | Chair | 0.5 | $0 | $0 | View return |
| 2013 | Virginia Bankers Association | 990 | President & CEO | 20 | $176,337 | $176,337 | View return |
| 2013 | United Methodist Family Services of Virginia Inc | 990 | Chair | 0 | $0 | $0 | View return |
| 2013 | Virginia Council on Economic Education | 990 | Chairman | 7 | $0 | $0 | View return |
| 2010 | Orrin H Swayze Foundation for Advanced Financial Education Inc | 990PF | Chairman Elect | 1 | $0 | - | View return |