| 2024 | Free and Accepted Masons of Ca Eureka Lodge 16 | 990 | Secretary | 6 | $3,600 | $0 | View return |
| 2024 | Auburn Masonic Hall Association | 990 | President | 2 | $0 | $0 | View return |
| 2024 | Kiwanis Foundation of Charlotte County Inc. | 990 | President | 2 | $0 | $0 | View return |
| 2024 | Florida District of Kiwanis International Inc | 990 | Lt. Governor | 5 | $0 | $0 | View return |
| 2024 | Charlotte Local Education Foundation Inc. | 990 | President | 0.1 | $0 | $0 | View return |
| 2023 | Free and Accepted Masons of Ca Eureka Lodge 16 | 990 | Secretary | 6 | $3,600 | $0 | View return |
| 2023 | Green Building Initiative Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2023 | Florida District of Kiwanis International Inc | 990 | Lt. Governor | 5 | $0 | $0 | View return |
| 2023 | Kiwanis Foundation of Charlotte County Inc. | 990 | President | 2 | $0 | $0 | View return |
| 2022 | Auburn Masonic Hall Association | 990EZ | President | 1 | $0 | $0 | View return |
| 2022 | Green Building Initiative Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Kiwanis Foundation of Charlotte County Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Loretto Independent Living Services Inc DBA Pace Cny | 990 | Medical Director | 39 | $219,496 | $5,628 | View return |
| 2021 | Free and Accepted Masons of Ca Eureka Lodge 16 | 990 | Secretary | 6 | $3,600 | $0 | View return |
| 2021 | Loretto Rest Realty Corporation | 990 | Board Member/Medical Direc | 1 | $0 | $330,548 | View return |
| 2021 | Loretto Health and Rehabilitation Center | 990 | Board Member, Medical Dire | 1 | $0 | $330,548 | View return |
| 2021 | The Nottingham Retirement Community Inc | 990 | Board Member/Medical Direc | 1 | $0 | $330,548 | View return |
| 2021 | Nottingham Residential Health Care Facility | 990 | Board Member/Medical Direc | 1 | $0 | $330,548 | View return |
| 2021 | Loretto Management Corporation | 990 | Board Member/Medical Direc | 1 | $0 | $330,548 | View return |
| 2021 | Loretto Adult Community Inc. | 990 | Board Member/Medical Direc | 1 | $0 | $330,548 | View return |
| 2021 | Churchill Manor Inc | 990 | Board Member/Medical Direc | 1 | $0 | $330,548 | View return |
| 2021 | Bernardine Apartments Inc | 990 | Board Member/Medical Direc | 1 | $0 | $330,548 | View return |
| 2021 | Loretto Geriatric Community Residences | 990 | Board Member/Medical Direc | 1 | $0 | $330,548 | View return |
| 2021 | Green Building Initiative Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | Kiwanis Foundation of Charlotte County Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Auburn Masonic Hall Association | 990EZ | President | 1 | $0 | $0 | View return |
| 2020 | Free and Accepted Masons of Ca Eureka Lodge 16 | 990 | Secretary | 6 | $3,600 | $0 | View return |
| 2020 | Loretto Independent Living Services Inc DBA Pace Cny | 990 | Medical Director | 1 | $0 | $325,887 | View return |
| 2020 | Loretto Rest Realty Corporation | 990 | Board Member/Medical Direc | 1 | $0 | $325,887 | View return |
| 2020 | Loretto Health and Rehabilitation Center | 990 | Board Member, Medical Dire | 1 | $0 | $325,887 | View return |
| 2020 | Loretto Management Corporation | 990 | Board Member/Medical Direc | 1 | $0 | $325,887 | View return |
| 2020 | The Nottingham Retirement Community Inc | 990 | Board Member/Medical Direc | 1 | $0 | $325,887 | View return |
| 2020 | Green Building Initiative Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Green Building Initiative Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | Loretto Rest Realty Corporation | 990 | Board Member/Medical Direc | 1 | $0 | $374,483 | View return |
| 2019 | Loretto Health and Rehabilitation Center | 990 | Board Member, Medical Director | 1 | $0 | $374,483 | View return |
| 2018 | Loretto Health and Rehabilitation Center | 990 | Board Member/Medical Direc | 1 | $0 | $392,155 | View return |
| 2018 | Loretto Rest Realty Corporation | 990 | Board Member/Medical Direc | 1 | $0 | $392,155 | View return |
| 2018 | Auburn Senior Services Inc. | 990 | Medical Director | - | $0 | $392,155 | View return |
| 2017 | Loretto Health and Rehabilitation Center | 990 | Board Member/Medical Direc | 1 | $0 | $345,451 | View return |
| 2017 | Auburn Senior Services Inc. | 990 | Medical Director | - | $0 | $345,451 | View return |
| 2017 | Loretto Rest Realty Corporation | 990 | Board Member/Medical Direc | 1 | $0 | $345,451 | View return |
| 2016 | Loretto Health and Rehabilitation Center | 990 | Board Member/Medical Direc | 1 | $0 | $337,490 | View return |
| 2016 | Loretto Rest Realty Corporation | 990 | Board Member/Medical Direc | 1 | $0 | $337,490 | View return |
| 2016 | Auburn Senior Services Inc. | 990 | Medical Director | - | $0 | $337,490 | View return |
| 2015 | Loretto Rest Realty Corporation | 990 | Board Member/Medical Director | 1 | $0 | $342,367 | View return |
| 2015 | Loretto Health and Rehabilitation Center | 990 | Board Member/Medical Director | 1 | $0 | $342,367 | View return |
| 2015 | Auburn Senior Services Inc. | 990 | Medical Director | - | $0 | $342,367 | View return |
| 2014 | Loretto Rest Realty Corporation | 990 | Medical Director | 1 | $315,617 | $0 | View return |
| 2014 | Loretto Health and Rehabilitation Center | 990 | Medical Director | 1 | $0 | $315,617 | View return |
| 2014 | Auburn Senior Services Inc. | 990 | Medical Director | 1 | $0 | $315,617 | View return |