| 2021 | National Federation of Community Development Credit Unions Inc | 990 | Corresp. Secretary (Outgoing) | 1 | $0 | $0 | View return |
| 2020 | National Federation of Community Development Credit Unions Inc | 990 | Corresponding Secretary | 1 | $0 | $0 | View return |
| 2019 | Opportunities Credit Union | 990 | President (Until 12/31/19) | 40 | $125,300 | $0 | View return |
| 2019 | Opportunities Ventures Inc | 990 | President (Until 12/31/19) | 1 | $0 | $125,300 | View return |
| 2019 | National Federation of Community Development Credit Unions Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Burlington Supportive Housing Initiatives Inc | 990EZ | Treasurer | 0.5 | $0 | - | View return |
| 2018 | Opportunities Credit Union | 990 | President | 40 | $122,800 | $0 | View return |
| 2018 | Burlington Supportive Housing Initiatives Inc | 990EZ | Treasurer | 0.5 | $0 | - | View return |
| 2017 | Opportunities Credit Union | 990 | President | 40 | $0 | $122,800 | View return |
| 2017 | Opportunities Inc | 990 | President | 1 | $0 | $122,800 | View return |
| 2017 | Opportunities Ventures Inc | 990 | President | 1 | $0 | $122,800 | View return |
| 2017 | Burlington Supportive Housing Initiatives Inc | 990EZ | Secretary | 0.5 | $0 | - | View return |
| 2016 | Opportunities Credit Union | 990 | President & CEO | 40 | $157,008 | $0 | View return |
| 2016 | Opportunities Ventures Inc | 990 | President | 1 | $0 | $157,008 | View return |
| 2016 | Opportunities Inc | 990 | President | 1 | $0 | $157,008 | View return |
| 2016 | National Federation of Community Development Credit Unions Inc | 990 | Corresponding Secretary | 1 | $0 | $0 | View return |
| 2016 | National Federation of Community Development Credit Unions Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Opportunities Credit Union | 990 | President & CEO | 40 | $102,300 | $0 | View return |
| 2015 | Opportunities Inc | 990 | President | 1 | $0 | $102,300 | View return |
| 2015 | Opportunities Ventures Inc | 990 | President | 1 | $0 | $102,300 | View return |
| 2015 | Burlington Supportive Housing Initiatives Inc | 990EZ | Secretary | 0.5 | $0 | - | View return |
| 2015 | National Federation of Community Development Credit Unions Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Burlington Supportive Housing Initiatives Inc | 990EZ | Secretary | 0.5 | $0 | - | View return |
| 2014 | Opportunities Credit Union | 990 | President & CEO | 40 | $101,717 | $0 | View return |
| 2014 | Opportunities Inc | 990 | President | 2 | $0 | $101,717 | View return |
| 2014 | Opportunities Ventures Inc | 990 | President | 2 | $0 | $101,717 | View return |
| 2014 | Burlington Supportive Housing Initiatives Inc | 990EZ | Secretary | 0.5 | $0 | - | View return |
| 2013 | Opportunities Credit Union | 990 | President & CEO | 40 | $88,300 | $0 | View return |
| 2013 | Opportunities Ventures Inc | 990 | President | 2 | $0 | $88,300 | View return |
| 2013 | Opportunities Inc | 990 | President | 2 | $0 | $88,300 | View return |