| 2024 | Chair City Soccer Inc. | 990EZ | Vice Preside | 0 | $0 | - | View return |
| 2023 | Chair City Soccer Inc. | 990EZ | Vice Preside | 2 | $0 | - | View return |
| 2022 | Chair City Soccer Inc. | 990EZ | Vice Preside | 2 | $0 | - | View return |
| 2021 | Massachusetts Bankers Association Inc | 990 | Former President & CEO | 40 | $331,141 | $0 | View return |
| 2020 | Massachusetts Bankers Association Inc | 990 | President & CEO (Retired 10/2020) | 40 | $797,606 | $0 | View return |
| 2020 | Massachusetts Bankers Association Charitable Foundation Inc. | 990PF | President (Retired) | 1 | $0 | $0 | View return |
| 2020 | Massachusetts Bankers Association Scholarship Foundation | 990PF | President (Retired) | 1 | $0 | $0 | View return |
| 2020 | Massachusetts Bankers Assoc Inc Group Insurance Trust | 990 | Treasurer/Trustee (Retired 10/2020) | 1 | $0 | $0 | View return |
| 2019 | Massachusetts Bankers Association Inc | 990 | President & CEO | 40 | $717,528 | $0 | View return |
| 2019 | Massachusetts Bankers Association Scholarship Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2019 | Massachusetts Bankers Association Charitable Foundation Inc. | 990PF | President | 1 | $0 | $0 | View return |
| 2019 | Massachusetts Bankers Assoc Inc Group Insurance Trust | 990 | Treasurer/ Trustee | 1 | $0 | $0 | View return |
| 2019 | Center for Financial Training Atlantic and Central States Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Massachusetts Bankers Association Inc | 990 | President & CEO | 40 | $700,585 | $0 | View return |
| 2018 | Massachusetts Bankers Assoc Inc Group Insurance Trust | 990 | Treasurer/ Trustee | 1 | $0 | $0 | View return |
| 2018 | Center for Financial Training Atlantic and Central States Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Massachusetts Bankers Association Inc | 990 | President & CEO | 40 | $683,610 | $0 | View return |
| 2017 | Massachusetts Bankers Assoc Inc Group Insurance Trust | 990 | Treasurer/ Trustee | 1 | $0 | $0 | View return |
| 2017 | Center for Financial Training Atlantic and Central States Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Center for Financial Training Atlantic and Central States Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Massachusetts Bankers Association Inc | 990 | President & CEO | 40 | $3,932,113 | $0 | View return |
| 2016 | Massachusetts Bankers Assoc Inc Group Insurance Trust | 990 | Clerk | 1 | $0 | $0 | View return |
| 2016 | Center for Financial Training Atlantic and Central States Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | American Bankers Association | 990 | Aba/State Association Alliance | 1 | $0 | $0 | View return |
| 2015 | Massachusetts Bankers Association Inc | 990 | President & CEO | 40 | $636,393 | $0 | View return |
| 2015 | Massachusetts Bankers Assoc Inc Group Insurance Trust | 990 | Clerk | 1 | $0 | $0 | View return |
| 2015 | Center for Financial Training Atlantic and Central States Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Massachusetts Bankers Association Inc | 990 | President & CEO | 40 | $579,783 | $0 | View return |
| 2014 | Massachusetts Bankers Assoc Inc Group Insurance Trust | 990 | Clerk | 1 | $0 | $0 | View return |
| 2014 | Center for Financial Training Atlantic and Central States Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Massachusetts Bankers Assoc Inc Group Insurance Trust | 990 | Clerk | 1 | $0 | $0 | View return |
| 2011 | Massachusetts Bankers Association Charitable Foundation Inc. | 990PF | President | 1 | $0 | $0 | View return |
| 2010 | Massachusetts Bankers Association Charitable Foundation Inc. | 990PF | President | 1 | $0 | $0 | View return |