| 2024 | California Association of Private School Organizations | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | San Jose Christian School | 990 | Head Of School | 40 | $118,632 | $0 | View return |
| 2023 | California Association of Private School Organizations | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | San Jose Christian School | 990 | Head Of School | 40 | $113,000 | $0 | View return |
| 2021 | Maine Bankers Association | 990 | Past President | 36.32 | $266,627 | $0 | View return |
| 2021 | Maine Financial Institutions Employee Ben Tr | 990 | Past President | 0.36 | $0 | $266,627 | View return |
| 2020 | Maine Bankers Association | 990 | President | 36.25 | $356,920 | $0 | View return |
| 2020 | Maine Financial Institutions Employee Ben Tr | 990 | President | 0.5 | $0 | $356,920 | View return |
| 2020 | Higher Education Assistance Foundation | 990PF | Past President | 1 | $0 | $0 | View return |
| 2019 | Maine Bankers Association | 990 | President | 36.57 | $328,240 | $0 | View return |
| 2019 | Maine Financial Institutions Employee Ben Tr | 990 | President | 0.3 | $0 | $328,240 | View return |
| 2019 | Higher Education Assistance Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2018 | Maine Bankers Association | 990 | President | 36.7 | $317,427 | $0 | View return |
| 2018 | Maine Financial Institutions Employee Ben Tr | 990 | President | 0.25 | $0 | $317,427 | View return |
| 2018 | Higher Education Assistance Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2018 | American Bankers Association | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Maine Bankers Association | 990 | President | 36.7 | $323,411 | $0 | View return |
| 2017 | Maine Financial Institutions Employee Ben Tr | 990 | President | 0.35 | $0 | $323,411 | View return |
| 2017 | Higher Education Assistance Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2016 | Maine Bankers Association | 990 | President | 36.5 | $303,756 | $0 | View return |
| 2016 | Maine Financial Institutions Employee Ben Tr | 990 | President | 0.55 | $0 | $303,756 | View return |
| 2016 | Higher Education Assistance Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2015 | Maine Bankers Association | 990 | President | 36 | $301,764 | $0 | View return |
| 2015 | Maine Financial Institutions Employee Ben Tr | 990 | President | 0.75 | $0 | $301,764 | View return |
| 2015 | Higher Education Assistance Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2014 | Maine Bankers Association | 990 | President | 39 | $286,001 | $0 | View return |
| 2014 | Maine Financial Institutions Employee Ben Tr | 990 | President | 1 | $0 | $286,001 | View return |
| 2014 | Higher Education Assistance Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2013 | Maine Bankers Association | 990 | President | 40 | $266,864 | $0 | View return |
| 2013 | Higher Education Assistance Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2012 | Higher Education Assistance Foundation | 990PF | President | 1 | $0 | - | View return |
| 2011 | Higher Education Assistance Foundation | 990PF | President | 1 | $0 | - | View return |