| 2025 | The Clay Art Guild of the Hamptons Inc | 990 | President | - | $0 | $0 | View return |
| 2024 | Performance with Passion Players | 990EZ | President Treasurer | 25 | $5,825 | - | View return |
| 2024 | Performance with Passion Players | 990EZ | Secretary | 25 | $5,825 | - | View return |
| 2024 | The Phyllis and Perry Schwartz Foundation | 990PF | Dir./Sec. | 0 | $2,000 | $153 | View return |
| 2024 | Illinois Womens Froum | 990 | Treasurer | 8 | $0 | $0 | View return |
| 2024 | Mission Federal Credit Union Community Foundation | 990 | Chairperson | 0 | $0 | $0 | View return |
| 2024 | The Clay Art Guild of the Hamptons Inc | 990 | President | - | $0 | $0 | View return |
| 2024 | Mission Investors Exchange Inc. | 990 | Director | 0.5 | $0 | $0 | View return |
| 2024 | Meals-On-Wheels Inc. of Greenwich Connecticut | 990 | Director | 0.25 | $0 | $0 | View return |
| 2024 | Junior Achievement of San Diego County Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2023 | The Phyllis and Perry Schwartz Foundation | 990PF | Dir./Sec. | 3 | $4,000 | $4,398 | View return |
| 2023 | Cincinnati Archdiocesan Council Society of St Vincent De Paul | 990EZ | President | 5 | $0 | $0 | View return |
| 2023 | Illinois Womens Froum | 990 | Treasurer | 8 | $0 | $0 | View return |
| 2023 | Mission Federal Credit Union Community Foundation | 990EZ | Chairperson | 0 | $0 | $0 | View return |
| 2023 | The Clay Art Guild of the Hamptons Inc | 990 | President | 5 | $0 | $0 | View return |
| 2023 | Performance with Passion Players | 990EZ | President Treasurer | 25 | $0 | - | View return |
| 2023 | Performance with Passion Players | 990EZ | Secretary | 25 | $0 | - | View return |
| 2023 | Mission Investors Exchange Inc. | 990 | Director | 0.5 | $0 | $0 | View return |
| 2023 | Meals-On-Wheels Inc. of Greenwich Connecticut | 990 | Director | 4.5 | $0 | $0 | View return |
| 2023 | Junior Achievement of San Diego County Inc | 990 | Board Chair | 1 | $0 | $0 | View return |
| 2022 | The Phyllis and Perry Schwartz Foundation | 990PF | Dir./Sec. | 0 | $4,000 | $4,511 | View return |
| 2022 | Performance with Passion Players | 990EZ | President Treasurer | 25 | $3,652 | - | View return |
| 2022 | Performance with Passion Players | 990EZ | Secretary | 25 | $3,651 | - | View return |
| 2022 | The Clay Art Guild of the Hamptons Inc | 990 | President | 5 | $0 | $0 | View return |
| 2022 | Hirsch-Schwartz Foundation | 990PF | Vice President, Treasurer | 0 | $0 | $0 | View return |
| 2022 | Mission Federal Credit Union Community Foundation | 990EZ | Chairperson | 0 | $0 | $0 | View return |
| 2022 | Hemophilia Federation of America Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Cincinnati Archdiocesan Council Society of St Vincent De Paul | 990EZ | President | 5 | $0 | $0 | View return |
| 2022 | Mission Investors Exchange Inc. | 990 | Director | 0.5 | $0 | $0 | View return |
| 2022 | Illinois Womens Froum | 990 | Treasurer | 8 | $0 | $0 | View return |
| 2022 | Junior Achievement of San Diego County Inc | 990 | Board Chair | 1 | $0 | $0 | View return |
| 2022 | Meals-On-Wheels Inc. of Greenwich Connecticut | 990 | Director | 0 | $0 | $0 | View return |
| 2021 | Center on Budget and Policy Priorities | 990 | Chief Financial Officer Through 7/19/21 | 40 | $256,534 | $0 | View return |
| 2021 | Performance with Passion Players | 990EZ | President Treasurer | 25 | $7,000 | - | View return |
| 2021 | Performance with Passion Players | 990EZ | Secretary | 25 | $4,259 | - | View return |
| 2021 | The Phyllis and Perry Schwartz Foundation | 990PF | Dir./Sec. | 3 | $4,000 | $4,342 | View return |
| 2021 | Mission Federal Credit Union Community Foundation | 990EZ | Chairperson | 0 | $0 | $0 | View return |
| 2021 | Cincinnati Archdiocesan Council Society of St Vincent De Paul | 990EZ | President | 5 | $0 | $0 | View return |
| 2021 | Mission Investors Exchange Inc. | 990 | Director | 0.5 | $0 | $0 | View return |
| 2021 | National Association of Federally- Insured Credit Unions | 990 | Chair (To Jul '21) | 1 | $0 | $0 | View return |
| 2021 | The Clay Art Guild of the Hamptons Inc | 990EZ | Trustee | 2 | $0 | $0 | View return |
| 2021 | Junior Achievement of San Diego County Inc | 990 | Board Chair | 1 | $0 | $0 | View return |
| 2021 | Nafcu Foundation for Charitable Literary Educational & Humanitarian Purposes | 990 | Chair (To Jul '21) | 1 | $0 | $0 | View return |
| 2021 | Hirsch-Schwartz Foundation | 990PF | Vice President, Treasurer | 0 | $0 | $0 | View return |
| 2021 | Illinois Womens Froum | 990 | Director | 4 | $0 | $0 | View return |
| 2021 | Meals-On-Wheels Inc. of Greenwich Connecticut | 990 | Vice President | 0 | $0 | $0 | View return |
| 2021 | Hemophilia Federation of America Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | Hemophilia Federation of America Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Center on Budget and Policy Priorities | 990 | Chief Financial Officer | 40 | $207,222 | $0 | View return |
| 2020 | The Phyllis and Perry Schwartz Foundation | 990PF | Dir./Sec. | 0 | $4,000 | $7,598 | View return |
| 2020 | National Association of Federally- Insured Credit Unions | 990 | Vice Chair Thru 6/20, Chair Beg 6/20 | 1 | $0 | $0 | View return |
| 2020 | Hirsch-Schwartz Foundation | 990PF | Vice President, Treasurer | 0 | $0 | $0 | View return |
| 2020 | Mission Investors Exchange Inc. | 990 | Director | 0.5 | $0 | $0 | View return |
| 2020 | Hemophilia Federation of America Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Illinois Womens Froum | 990 | Director | 4 | $0 | $0 | View return |
| 2020 | The Casey Health Institute Incorporated | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Meals-On-Wheels Inc. of Greenwich Connecticut | 990 | Vice President | 4.5 | $0 | $0 | View return |
| 2020 | Junior Achievement of San Diego County Inc | 990 | Board Chair | 1 | $0 | $0 | View return |
| 2019 | Center on Budget and Policy Priorities | 990 | Chief Financial Officer | 40 | $192,567 | $0 | View return |
| 2019 | National Association of Federally- Insured Credit Unions | 990 | Vice Chair | 1 | $940 | $0 | View return |
| 2019 | The Casey Health Institute Incorporated | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Mission Investors Exchange Inc. | 990 | Director | 0.5 | $0 | $0 | View return |
| 2019 | Meals-On-Wheels Inc. of Greenwich Connecticut | 990 | Vice President | 6 | $0 | $0 | View return |
| 2019 | Junior Achievement of San Diego County Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | Center on Budget and Policy Priorities | 990 | Chief Financial Officer | 40 | $188,394 | $0 | View return |
| 2018 | National Association of Federally- Insured Credit Unions | 990 | Vice-Chair | 1 | $0 | $0 | View return |
| 2018 | Mission Investors Exchange Inc. | 990 | Director | 0.5 | $0 | $0 | View return |
| 2018 | The Casey Health Institute Incorporated | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Meals-On-Wheels Inc. of Greenwich Connecticut | 990 | Fundraising | 4.5 | $0 | $0 | View return |
| 2018 | Junior Achievement of San Diego County Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Center on Budget and Policy Priorities | 990 | Chief Financial Officer | 40 | $184,844 | $0 | View return |
| 2017 | National Association of Federally- Insured Credit Unions | 990 | Treasurer | 1 | $1,432 | $0 | View return |
| 2017 | The Casey Health Institute Incorporated | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Junior Achievement of San Diego County Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Junior Achievement of San Diego County Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Center on Budget and Policy Priorities | 990 | Chief Financial Officer | 40 | $180,942 | $0 | View return |
| 2016 | Center on Budget and Policy Priorities | 990 | Chief Financial Officer | 40 | $180,942 | $0 | View return |
| 2016 | National Association of Federally- Insured Credit Unions | 990 | Treasurer | 1 | $749 | $0 | View return |
| 2016 | The Casey Health Institute Incorporated | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Junior Achievement of San Diego County Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Center on Budget and Policy Priorities | 990 | VP - Finance/Operations/As | 40 | $177,966 | $0 | View return |
| 2015 | Center on Budget and Policy Priorities | 990 | VP - Finance/Operations/As | 40 | $177,966 | $0 | View return |
| 2015 | The Casey Health Institute Incorporated | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Junior Achievement of San Diego County Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Center on Budget and Policy Priorities | 990 | VP - Finance/Operations/Asst Treasurer | 40 | $172,834 | $0 | View return |
| 2014 | The Casey Health Institute Incorporated | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2014 | Junior Achievement of San Diego County Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Center on Budget and Policy Priorities | 990 | Chief Financial Officer/Asst. Treasurer | 40 | $170,361 | $0 | View return |
| 2013 | The Casey Health Institute Incorporated | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2013 | Junior Achievement of San Diego County Inc | 990 | Board Member | 1 | $0 | $0 | View return |