| 2025 | Bj Montgomery Discovery Foundation | 990 | President | 10 | $0 | $0 | View return |
| 2024 | St Joseph Nursing Home Co of Utica | 990 | Vice President | 1 | $0 | $0 | View return |
| 2024 | Bj Montgomery Discovery Foundation | 990 | President | 10 | $0 | $0 | View return |
| 2024 | St. Johnsbury Kiwanis Foundation Inc. | 990EZ | Secretary | 4 | $0 | $0 | View return |
| 2023 | Bj Montgomery Discovery Foundation | 990 | President | 10 | $0 | $0 | View return |
| 2023 | The Sunset Home of Utica Foundation | 990 | President | 0.5 | $0 | $0 | View return |
| 2023 | Trustees of the Louise Home | 990PF | Trustee | 0.25 | $0 | $0 | View return |
| 2023 | Sunset Home Management Corporation | 990EZ | President | 0 | $0 | $0 | View return |
| 2023 | The Sunset Home of Utica Inc | 990 | President | 1 | $0 | $0 | View return |
| 2023 | St Joseph Nursing Home Co of Utica | 990 | Vice President | 1 | $0 | $0 | View return |
| 2022 | Sunset Home Management Corporation | 990EZ | President | 0 | $0 | $0 | View return |
| 2022 | Bj Montgomery Discovery Foundation | 990 | President | 10 | $0 | $0 | View return |
| 2022 | Trustees of the Louise Home | 990PF | Trustee | 0.25 | $0 | $0 | View return |
| 2022 | The Sunset Home of Utica Foundation | 990 | President | 0.5 | $0 | $0 | View return |
| 2022 | The Sunset Home of Utica Inc | 990 | President | 1 | $0 | $0 | View return |
| 2022 | St Joseph Nursing Home Co of Utica | 990 | Vice President | 1 | $0 | $0 | View return |
| 2021 | Bj Montgomery Discovery Foundation | 990 | President | 2 | $0 | $0 | View return |
| 2021 | Trustees of the Louise Home | 990PF | Trustee | 0.25 | $0 | $0 | View return |
| 2021 | Sunset Home Management Corporation | 990EZ | President | 0 | $0 | $0 | View return |
| 2021 | The Sunset Home of Utica Foundation | 990 | President | 0.5 | $0 | $0 | View return |
| 2021 | St Joseph Nursing Home Co of Utica | 990 | Vice President | 1 | $0 | $0 | View return |
| 2021 | The Sunset Home of Utica Inc | 990 | President | 1 | $0 | $0 | View return |
| 2020 | Trustees of the Louise Home | 990PF | Trustee | 0.25 | $0 | $0 | View return |
| 2020 | The Skenandoa Club of Clinton Ny Inc | 990 | Treasurer | 0 | $0 | $0 | View return |
| 2020 | Sunset Home Management Corporation | 990EZ | President | 0 | $0 | $0 | View return |
| 2020 | The Sunset Home of Utica Inc | 990 | President | 1 | $0 | $0 | View return |
| 2020 | The Sunset Home of Utica Foundation | 990 | President | 0.5 | $0 | $0 | View return |
| 2019 | Trustees of the Louise Home | 990PF | Trustee | 0.25 | $0 | $0 | View return |
| 2019 | The Sunset Home of Utica Foundation | 990 | President | 0.5 | $0 | $0 | View return |
| 2019 | Sunset Home Management Corporation | 990EZ | President | 0 | $0 | $0 | View return |
| 2019 | The Sunset Home of Utica Inc | 990 | President | 1 | $0 | $0 | View return |
| 2018 | Trustees of the Louise Home | 990PF | Trustee | 0.25 | $0 | $0 | View return |
| 2018 | Sunset Home Management Corporation | 990EZ | President | 0 | $0 | $0 | View return |
| 2018 | The Sunset Home of Utica Foundation | 990 | President | 0.5 | $0 | $0 | View return |
| 2018 | The Sunset Home of Utica Inc | 990 | President | 1 | $0 | $0 | View return |
| 2017 | Southampton Rose Society | 990EZ | Director | 2 | $0 | - | View return |
| 2017 | Trustees of the Louise Home | 990PF | Trustee | 0.25 | $0 | $0 | View return |
| 2017 | Sunset Home Management Corporation | 990EZ | President | 0 | $0 | - | View return |
| 2017 | The Sunset Home of Utica Inc | 990 | President | 1 | $0 | $0 | View return |
| 2017 | The Sunset Home of Utica Foundation | 990 | President | 0.5 | $0 | $0 | View return |
| 2016 | Southampton Rose Society | 990EZ | Director | 2 | $0 | - | View return |
| 2016 | Trustees of the Louise Home | 990PF | Trustee | 0.25 | $0 | $0 | View return |
| 2016 | Sunset Home Management Corporation | 990EZ | President | 0 | $0 | - | View return |
| 2016 | The Sunset Home of Utica Foundation | 990 | President | 0.5 | $0 | $0 | View return |
| 2016 | The Sunset Home of Utica Inc | 990 | President | 1 | $0 | $0 | View return |
| 2015 | Southampton Rose Society | 990EZ | Director | 2 | $0 | - | View return |
| 2015 | Trustees of the Louise Home | 990PF | Trustee | 0.25 | $0 | $0 | View return |
| 2015 | Sunset Home Management Corporation | 990EZ | President | 0 | $0 | - | View return |
| 2015 | The Sunset Home of Utica Inc | 990 | President | 1 | $0 | $0 | View return |
| 2015 | The Sunset Home of Utica Foundation | 990 | President | 0.5 | $0 | $0 | View return |
| 2014 | Southampton Rose Society | 990EZ | Vice President | 2 | $0 | - | View return |
| 2014 | Sunset Home Management Corporation | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2014 | The Sunset Home of Utica Foundation | 990 | Treasurer | 0.5 | $0 | $0 | View return |
| 2014 | The Sunset Home of Utica Inc | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2013 | Southampton Rose Society | 990EZ | Vice President | 2 | $0 | - | View return |
| 2013 | Sunset Home Management Corporation | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2013 | The Sunset Home of Utica Foundation | 990 | Treasurer | 0.5 | $0 | $0 | View return |
| 2013 | The Sunset Home of Utica Inc | 990 | Treasurer | 1 | $0 | $0 | View return |