| 2024 | Dudley H and Sally S Willis Charitable Foundation | 990PF | Trustee | 1 | $507 | $0 | View return |
| 2024 | Foundation of the Neo-Renaissance | 990EZ | Treasurer | 1 | $0 | - | View return |
| 2024 | California Association of Private School Organizations | 990 | Vice President | 2 | $0 | $0 | View return |
| 2023 | California Association of Independent Schools Inc. | 990 | Executive Director | 40 | $340,748 | $0 | View return |
| 2023 | Dudley H and Sally S Willis Charitable Foundation | 990PF | Trustee | 1 | $351 | $0 | View return |
| 2023 | Foundation of the Neo-Renaissance | 990EZ | Treasurer | 1 | $0 | $0 | View return |
| 2023 | California Association of Private School Organizations | 990 | Vice President | 2 | $0 | $0 | View return |
| 2022 | California Association of Independent Schools Inc. | 990 | Executive Director | 40 | $319,042 | $0 | View return |
| 2022 | Dudley H and Sally S Willis Charitable Foundation | 990PF | Trustee | 1 | $270 | $0 | View return |
| 2022 | California Association of Private School Organizations | 990 | Vice President | 0.75 | $0 | $0 | View return |
| 2022 | Foundation of the Neo-Renaissance | 990EZ | Treasurer | 1 | $0 | $0 | View return |
| 2021 | California Association of Independent Schools Inc. | 990 | Executive Director | 40 | $314,115 | $0 | View return |
| 2021 | Dudley H and Sally S Willis Charitable Foundation | 990PF | Trustee | 1 | $210 | $0 | View return |
| 2021 | California Association of Private School Organizations | 990 | Director | 0.5 | $0 | $0 | View return |
| 2020 | California Association of Independent Schools Inc. | 990 | Executive Director | 40 | $157,000 | $0 | View return |
| 2020 | Dudley H and Sally S Willis Charitable Foundation | 990PF | Trustee | 1 | $151 | $0 | View return |
| 2020 | California Association of Private School Organizations | 990 | Director | 0.5 | $0 | $0 | View return |
| 2019 | Roessler-Chadwick Foundation Chadwick School | 990 | Assistant Head For Academic Affairs | 40 | $174,451 | $0 | View return |
| 2019 | The Dr Robert F Thomas Foundation Inc | 990 | Executive Director | 40 | $72,967 | $0 | View return |
| 2019 | Dudley H and Sally S Willis Charitable Foundation | 990PF | Trustee | 1 | $129 | $0 | View return |
| 2019 | California Association of Independent Schools Inc. | 990 | Executive Director | 40 | $0 | $0 | View return |
| 2018 | Roessler-Chadwick Foundation Chadwick School | 990 | Assistant Head For Academic Affairs | 40 | $153,807 | $0 | View return |
| 2018 | The Dr Robert F Thomas Foundation Inc | 990 | Executive Director | 40 | $70,684 | $0 | View return |
| 2017 | Roessler-Chadwick Foundation Chadwick School | 990 | Assistant Head For Academic Affairs | 40 | $155,694 | $0 | View return |
| 2017 | The Dr Robert F Thomas Foundation Inc | 990 | Executive Director | 40 | $74,235 | $0 | View return |
| 2017 | New Hartford Teachers Association | 990 | President | 2 | $6,930 | $0 | View return |
| 2016 | The Dr Robert F Thomas Foundation Inc | 990 | Executive Director | 40 | $74,874 | $0 | View return |
| 2016 | New Hartford Teachers Association | 990 | President | 2 | $6,720 | $0 | View return |
| 2015 | The Dr Robert F Thomas Foundation Inc | 990 | Executive Director | 40 | $73,284 | $0 | View return |
| 2015 | New Hartford Teachers Association | 990EZ | President | 2 | $6,720 | - | View return |
| 2014 | The Dr Robert F Thomas Foundation Inc | 990 | Executive Director | 40 | $70,456 | $0 | View return |
| 2014 | New Hartford Teachers Association | 990EZ | President | 2 | $6,720 | - | View return |
| 2013 | The Dr Robert F Thomas Foundation Inc | 990 | Executive Director | 40 | $68,589 | $0 | View return |
| 2013 | New Hartford Teachers Association | 990EZ | President | 2 | $6,510 | - | View return |