| 2024 | California Credit Union League | 990 | Former President/CEO | 30 | $735,626 | $0 | View return |
| 2024 | Western Credit Union Management School | 990 | President | 3 | $114,309 | $0 | View return |
| 2024 | Wisconsin City County Management Association | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Washington Concert Opera | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2023 | California Credit Union League | 990 | President/CEO | 30 | $1,202,079 | $0 | View return |
| 2023 | Western Credit Union Management School | 990 | President | 3 | $134,218 | $1,202,079 | View return |
| 2023 | World Council of Credit Unions Inc | 990 | Chair | 1 | $0 | $0 | View return |
| 2023 | Wisconsin City County Management Association | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Washington Concert Opera | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2022 | California Credit Union League | 990 | President/CEO | 30 | $2,201,551 | $0 | View return |
| 2022 | Western Credit Union Management School | 990 | President | 0.5 | $85,047 | $2,201,550 | View return |
| 2022 | Nevada Credit Union League Inc C/O Cal Cu League | 990 | President/CEO | 2 | $0 | $0 | View return |
| 2022 | World Council of Credit Unions Inc | 990 | Chair | 1 | $0 | $0 | View return |
| 2022 | Washington Concert Opera | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2022 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2021 | California Credit Union League | 990 | President/CEO | 30 | $1,042,751 | $0 | View return |
| 2021 | Western Credit Union Management School | 990 | President | 5 | $101,070 | $1,042,751 | View return |
| 2021 | American Association of Credit Union Leagues | 990 | Chairman | 5 | $0 | $0 | View return |
| 2021 | Nevada Credit Union League Inc C/O Cal Cu League | 990 | President/CEO | 2 | $0 | $0 | View return |
| 2021 | World Council of Credit Unions Inc | 990 | Vice Chair/Secretary | 1 | $0 | $0 | View return |
| 2021 | Washington Concert Opera | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2020 | California Credit Union League | 990 | President/CEO | 30 | $1,368,850 | $0 | View return |
| 2020 | Western Credit Union Management School | 990 | President | 5 | $96,643 | $1,368,850 | View return |
| 2020 | Nevada Credit Union League Inc C/O Cal Cu League | 990 | President/CEO | 2 | $0 | $0 | View return |
| 2020 | American Association of Credit Union Leagues | 990 | Chairman | 5 | $0 | $0 | View return |
| 2020 | World Council of Credit Unions Inc | 990 | Vice Chair | 1 | $0 | $0 | View return |
| 2020 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2020 | Washington Concert Opera | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | California Credit Union League | 990 | President/CEO | 30 | $861,669 | $901,924 | View return |
| 2019 | California Credit Union League | 990 | President/CEO | 30 | $0 | $901,924 | View return |
| 2019 | Western Credit Union Management School | 990 | President | 5 | $0 | $87,600 | View return |
| 2019 | National Action and Response Program | 990 | Secretary | 0.5 | $0 | $0 | View return |
| 2019 | American Association of Credit Union Leagues | 990 | Vice Chairman | 2 | $0 | $0 | View return |
| 2019 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2019 | Nevada Credit Union League Inc C/O Cal Cu League | 990 | President/CEO | 2 | $0 | $0 | View return |
| 2019 | World Council of Credit Unions Inc | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2019 | Washington Concert Opera | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Consumer Credit Counseling Service of San Francisco DBA Balance | 990 | Board Vice Chair | 2 | $1 | $0 | View return |
| 2018 | California Credit Union League | 990 | President/CEO | 20 | $0 | $950,186 | View return |
| 2018 | Western Credit Union Management School | 990 | President | 5 | $0 | $63,000 | View return |
| 2018 | American Association of Credit Union Leagues | 990 | Vice Chairman | 2 | $0 | $0 | View return |
| 2018 | World Council of Credit Unions Inc | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2018 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2018 | Washington Concert Opera | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Western Credit Union Management School | 990 | President | 5 | $60,692 | $0 | View return |
| 2017 | California Credit Union League | 990 | President/CEO | 20 | $0 | $863,494 | View return |
| 2017 | American Association of Credit Union Leagues | 990 | Secretary/Treasurer | 2 | $0 | $0 | View return |
| 2017 | Consumer Credit Counseling Service of San Francisco DBA Balance | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2017 | America'S Credit Union Museum Foundation C/O Cooperative Credit Union Association | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2017 | World Council of Credit Unions Inc | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2017 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2017 | Washington Concert Opera | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | California Credit Union League | 990 | President/CEO | 20 | $429,669 | $756,220 | View return |
| 2016 | Western Credit Union Management School | 990 | President/CEO | 5 | $60,000 | $0 | View return |
| 2016 | American Association of Credit Union Leagues | 990 | 2nd Vice Chair | 2 | $0 | $0 | View return |
| 2016 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2016 | Consumer Credit Counseling Service of San Francisco DBA Balance | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2016 | Washington Concert Opera | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Cathedral Choral Society of Washington DC Washington Cathedral | 990 | Trustee | 2 | $0 | $0 | View return |
| 2015 | California Credit Union League | 990 | President/CEO | 20 | $712,481 | $0 | View return |
| 2015 | Western Credit Union Management School | 990 | Trustee | 0.5 | $30,000 | $0 | View return |
| 2015 | America'S Credit Union Museum Foundation C/O Cooperative Credit Union Association | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2015 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2015 | American Association of Credit Union Leagues | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2015 | Consumer Credit Counseling Service of San Francisco DBA Balance | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2015 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2015 | Washington Concert Opera | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Credit Union Miracle Day Committee Inc. | 990 | Secretary | 0.3 | $0 | $0 | View return |
| 2015 | Washington Concert Opera | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | California Credit Union League | 990 | President/CEO | 33 | $728,246 | $0 | View return |
| 2014 | Western Credit Union Management School | 990 | Trustee | 0.5 | $28,000 | $0 | View return |
| 2014 | America'S Credit Union Museum Foundation C/O Cooperative Credit Union Association | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2014 | American Association of Credit Union Leagues | 990 | Treasurer (Dec '14)/Sec. (Until Nov '14) | 1 | $0 | $0 | View return |
| 2014 | National Action and Response Program | 990 | Director | 0.5 | $0 | $0 | View return |
| 2014 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2014 | Credit Union Miracle Day Committee Inc. | 990 | Secretary | 0.3 | $0 | $0 | View return |
| 2014 | Cathedral Choral Society of Washington DC Washington Cathedral | 990 | Trustee | 5 | $0 | $0 | View return |
| 2013 | California Credit Union League | 990 | President/CEO | 30 | $633,245 | $0 | View return |
| 2013 | Western Credit Union Management School | 990 | Trustee | 0.5 | $30,000 | $0 | View return |
| 2013 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2013 | America'S Credit Union Museum Foundation C/O Cooperative Credit Union Association | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2013 | Credit Union Miracle Day Committee Inc. | 990 | Secretary | 0.3 | $0 | $0 | View return |
| 2013 | Cathedral Choral Society of Washington DC Washington Cathedral | 990 | Trustee | 5 | $0 | $0 | View return |
| 2012 | America'S Credit Union Museum Foundation C/O Cooperative Credit Union Association | 990PF | Director | 0.25 | $0 | $0 | View return |