| 2024 | Betterlife | 990 | Former Officer And Director | 0 | $228,042 | $0 | View return |
| 2023 | Betterlife | 990 | President/Chief Investment Officer | 40 | $364,162 | $0 | View return |
| 2022 | Betterlife | 990 | President/Chief Investment Officer | 40 | $334,014 | $0 | View return |
| 2022 | American Fraternal Alliance | 990 | Chair | 4 | $0 | $0 | View return |
| 2021 | Betterlife | 990 | President/Chief Investment Officer | 40 | $292,198 | $0 | View return |
| 2021 | Western Fraternal Life Association Education & Charitable Foundation | 990EZ | Board Member | 0.5 | $0 | $0 | View return |
| 2021 | American Fraternal Alliance | 990 | Secretary-Tr | 1 | $0 | $0 | View return |
| 2020 | Betterlife | 990 | President | 37.5 | $260,317 | $0 | View return |
| 2020 | American Fraternal Alliance | 990 | Secretary-Tr | 1 | $0 | $0 | View return |
| 2020 | Western Fraternal Life Association Education & Charitable Foundation | 990EZ | Board Member | 0 | $0 | $0 | View return |
| 2020 | National Czech & Slovak Museum | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2019 | Betterlife | 990 | President | 37.5 | $207,964 | $0 | View return |
| 2019 | American Fraternal Alliance | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Western Fraternal Life Association Education & Charitable Foundation | 990EZ | Board Member | 0 | $0 | $0 | View return |
| 2019 | National Czech & Slovak Museum | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2018 | Betterlife | 990 | President | 37.5 | $214,683 | $0 | View return |
| 2018 | National Czech & Slovak Museum | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2018 | American Fraternal Alliance | 990 | Director Mar-Dec 2018 | 1 | $0 | $0 | View return |
| 2018 | Western Fraternal Life Association Education & Charitable Foundation | 990EZ | Board Member | 0 | $0 | $0 | View return |
| 2017 | Betterlife | 990 | President | 37.5 | $216,115 | $0 | View return |
| 2017 | Western Fraternal Life Association Education & Charitable Foundation | 990EZ | Board Member | 0 | $0 | $0 | View return |
| 2017 | National Czech & Slovak Museum | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2016 | Betterlife | 990 | President | 37.5 | $190,000 | $0 | View return |
| 2016 | National Czech & Slovak Museum | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2016 | Western Fraternal Life Association Education & Charitable Foundation | 990EZ | Board Member | 0 | $0 | $0 | View return |
| 2015 | Betterlife | 990 | President | 37.5 | $173,868 | $0 | View return |
| 2015 | National Czech & Slovak Museum | 990 | Secretary | 1 | $0 | $0 | View return |
| 2015 | Western Fraternal Life Association Education & Charitable Foundation | 990EZ | Board Member | 0 | $0 | $0 | View return |
| 2014 | Betterlife | 990 | President | 37.5 | $190,516 | $0 | View return |
| 2014 | Western Fraternal Life Association Education & Charitable Foundation | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2014 | National Czech & Slovak Museum | 990 | Secretary | 0.5 | $0 | $0 | View return |
| 2013 | Betterlife | 990 | President | 37.5 | $147,155 | $0 | View return |
| 2013 | Western Fraternal Life Association Education & Charitable Foundation | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2013 | National Czech & Slovak Museum | 990 | Secretary | 0.5 | $0 | $0 | View return |