| 2023 | State Chartered Credit Unions in Florida | 990 | President/CEO | 40 | $1,205,097 | $0 | View return |
| 2023 | The Achieva Foundation Corporation | 990EZ | Chairman | 1 | $0 | $0 | View return |
| 2023 | Pinellas County Education Foundation Inc. | 990 | Director (Term End 7/1/23) | 0.25 | $0 | $0 | View return |
| 2023 | The Rotary Club of Clearwater Charities Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | State Chartered Credit Unions in Florida | 990 | President/CEO | 40 | $2,537,739 | $0 | View return |
| 2022 | Young Mens Christian Association of the Suncoast Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | The Achieva Foundation Corporation | 990EZ | Chairman | 1 | $0 | $0 | View return |
| 2022 | The Rotary Club of Clearwater Charities Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Pinellas County Education Foundation Inc. | 990 | Director | 0.25 | $0 | $0 | View return |
| 2021 | State Chartered Credit Unions in Florida | 990 | President/CEO | 40 | $1,003,566 | $0 | View return |
| 2021 | Young Mens Christian Association of the Suncoast Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | The Achieva Foundation Corporation | 990EZ | Chairman | 1 | $0 | $0 | View return |
| 2021 | Pinellas County Education Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | The Rotary Club of Clearwater Charities Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | State Chartered Credit Unions in Florida | 990 | President/CEO | 50 | $5,124,960 | $0 | View return |
| 2020 | The Achieva Foundation Corporation | 990 | Chairperson | 1 | $0 | $0 | View return |
| 2020 | Young Mens Christian Association of the Suncoast Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Pinellas County Education Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | The Rotary Club of Clearwater Charities Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | State Chartered Credit Unions in Florida | 990 | President/CEO | 40 | $984,335 | $0 | View return |
| 2019 | Young Mens Christian Association of the Suncoast Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | The Achieva Foundation Corporation | 990EZ | Chairman | 1 | $0 | $0 | View return |
| 2019 | The Rotary Club of Clearwater Charities Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Pinellas County Education Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | State Chartered Credit Unions in Florida | 990 | President/CEO | 40 | $879,489 | $0 | View return |
| 2018 | The Achieva Foundation Corporation | 990EZ | Chairman | 1 | $0 | $0 | View return |
| 2018 | Young Mens Christian Association of the Suncoast Inc. | 990 | Director (12/6/18 - Present) | 1 | $0 | $0 | View return |
| 2018 | The Rotary Club of Clearwater Charities Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Pinellas County Education Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | State Chartered Credit Unions in Florida | 990 | President & CEO | 50 | $1,169,219 | $0 | View return |
| 2017 | Pinellas County Education Foundation Inc. | 990 | Chair | 2 | $0 | $0 | View return |
| 2016 | State Chartered Credit Unions in Florida | 990 | President & CEO | 50 | $819,202 | $0 | View return |
| 2016 | Pinellas County Education Foundation Inc. | 990 | Chair | 2 | $0 | $0 | View return |
| 2016 | Rotary Club of Clearwater Inc | 990EZ | Past President | 2 | $0 | $0 | View return |
| 2015 | State Chartered Credit Unions in Florida | 990 | President & CEO | 50 | $764,281 | $0 | View return |
| 2015 | Rotary Club of Clearwater Inc | 990EZ | President | 2 | $0 | $0 | View return |
| 2015 | Pinellas County Education Foundation Inc. | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2014 | State Chartered Credit Unions in Florida | 990 | President & CEO | 50 | $694,047 | $0 | View return |
| 2014 | Rotary Club of Clearwater Inc | 990EZ | Secretary | 2 | $0 | $0 | View return |
| 2014 | Pinellas County Education Foundation Inc. | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2013 | State Chartered Credit Unions in Florida | 990 | President & CEO | 50 | $1,151,334 | $0 | View return |
| 2013 | The Rotary Club of Clearwater Charities Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Pinellas County Education Foundation Inc. | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2013 | Pinellas County Education Foundation Inc. | 990 | Vice Chair | 2 | $0 | $0 | View return |