| 2024 | Level Care Health Consortium | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Union County Farm Bureau Inc | 990 | Member-Bod | 0.7 | $0 | $0 | View return |
| 2024 | California Health Care Coalition | 990 | Director (Thru 04/24) | 2 | $0 | $0 | View return |
| 2024 | Friends of Charles Linn Park Inc. | 990PF | Director | 1 | $0 | - | View return |
| 2023 | Friends of Charles Linn Park Inc. | 990PF | Director | 1 | $0 | - | View return |
| 2023 | Union County Farm Bureau Inc | 990 | Member-Bod | 0.7 | $0 | $0 | View return |
| 2023 | Vallejo Convention and Visitors Bureau | 990 | Director | 0.5 | $0 | $0 | View return |
| 2023 | American Legion Benedict a Andrew Post 296 | 990 | 1st Vice Commander | 2 | $0 | $0 | View return |
| 2023 | California Health Care Coalition | 990EZ | Director | 2 | $0 | $0 | View return |
| 2022 | The Biotechnology Association of Alabama | 990 | Director | 0.2 | $0 | $0 | View return |
| 2022 | Friends of Charles Linn Park Inc. | 990PF | Director | 1 | $0 | - | View return |
| 2022 | C E F S Economic Opportunity Corp | 990 | Director (Thru 3/31/22) | 0.3 | $0 | $0 | View return |
| 2022 | International Foundation of Employee Benefit Plans Inc. | 990 | Past President | 3 | $0 | $0 | View return |
| 2022 | American Legion Benedict a Andrew Post 296 | 990 | 1st Vice Commander | 2 | $0 | $0 | View return |
| 2022 | Certified Employee Benefit Specialists Inc | 990 | Past President | 0.5 | $0 | $0 | View return |
| 2022 | California Health Care Coalition | 990EZ | Director | 2 | $0 | $0 | View return |
| 2022 | Vallejo Convention and Visitors Bureau | 990 | Director | 0.5 | $0 | $0 | View return |
| 2022 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Office Employees Insurance Trust Fund of California | 990 | Co-Chair | 5 | $0 | $0 | View return |
| 2021 | Carpenter Funds Administrative Office of Northern California Inc | 990 | CEO | 40 | $270,645 | $0 | View return |
| 2021 | Friends of Charles Linn Park Inc. | 990PF | Director | 1 | $0 | - | View return |
| 2021 | American Legion Benedict a Andrew Post 296 | 990 | 1st Vice Commander | 2 | $0 | $0 | View return |
| 2021 | Certified Employee Benefit Specialists Inc | 990 | Immediate Past President | 0.5 | $0 | $0 | View return |
| 2021 | Vallejo Convention and Visitors Bureau | 990 | Director | 0.5 | $0 | $0 | View return |
| 2021 | International Foundation of Employee Benefit Plans Inc. | 990 | Immediate Past President | 3 | $0 | $0 | View return |
| 2021 | California Health Care Coalition | 990EZ | Director | 2 | $0 | $0 | View return |
| 2021 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Innovation Depot Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Carpenter Funds Administrative Office of Northern California Inc | 990 | Secretary/CEO | 45 | $46,114 | $0 | View return |
| 2020 | Friends of Charles Linn Park Inc. | 990PF | Director | 1 | $0 | - | View return |
| 2020 | Vallejo Convention and Visitors Bureau | 990 | Director | 0.5 | $0 | $0 | View return |
| 2020 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | California Health Care Coalition | 990EZ | Director | 2 | $0 | $0 | View return |
| 2020 | Certified Employee Benefit Specialists Inc | 990 | Immediate Past President | 0.5 | $0 | $0 | View return |
| 2020 | International Foundation of Employee Benefit Plans Inc. | 990 | Immediate Past President | 3 | $0 | $0 | View return |
| 2020 | American Legion Benedict a Andrew Post 296 | 990 | 1st Vice Commander | 3 | $0 | $0 | View return |
| 2020 | Office Employees Insurance Trust Fund of California | 990 | Trustee | 5 | $0 | $0 | View return |
| 2019 | Carpenter Funds Administrative Office of Northern California Inc | 990 | Administrator | 45 | $309,757 | $0 | View return |
| 2019 | Carpenters Health and Welfare Trust Fund for Northern California | 990 | Secretary | 5 | $0 | $309,757 | View return |
| 2019 | Carpenters Training Trust Fund for Northern California | 990 | Secretary | 5 | $0 | $309,757 | View return |
| 2019 | Basic Crafts Workers' Compensation Benefits Trust Fund | 990 | Secretary | 5 | $0 | $309,757 | View return |
| 2019 | Carpenters Vacationholiday Trust Fund | 990 | Secretary | 5 | $0 | $309,757 | View return |
| 2019 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Director | 1 | $0 | $10,000 | View return |
| 2019 | The Biotechnology Association of Alabama | 990EZ | Director | 0.2 | $0 | $0 | View return |
| 2019 | Vallejo Convention and Visitors Bureau | 990 | Director | 0.5 | $0 | $0 | View return |
| 2019 | Innovation Depot Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | International Foundation of Employee Benefit Plans Inc. | 990 | President & Chair | 13 | $0 | $0 | View return |
| 2019 | California Health Care Coalition | 990EZ | Director | 2 | $0 | $0 | View return |
| 2019 | American Legion Benedict a Andrew Post 296 | 990 | 1st Vice Commander | 10 | $0 | $0 | View return |
| 2019 | Certified Employee Benefit Specialists Inc | 990 | President And Chair | 0.5 | $0 | $0 | View return |
| 2019 | Office Employees Insurance Trust Fund of California | 990 | Trustee | 5 | $0 | $0 | View return |
| 2018 | Carpenter Funds Administrative Office of Northern California Inc | 990 | Administrator | 45 | $245,897 | $0 | View return |
| 2018 | Innovation Depot Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | The Biotechnology Association of Alabama | 990EZ | Director | 0.2 | $0 | $0 | View return |
| 2018 | American Legion Benedict a Andrew Post 296 | 990 | 1st Vice Commander | 10 | $0 | $0 | View return |
| 2018 | Certified Employee Benefit Specialists Inc | 990 | President Elect | 0.5 | $0 | $0 | View return |
| 2018 | California Health Care Coalition | 990EZ | Director | 2 | $0 | $0 | View return |
| 2018 | International Foundation of Employee Benefit Plans Inc. | 990 | President - Elect | 8 | $0 | $0 | View return |
| 2018 | Carpenters Health and Welfare Trust Fund for Northern California | 990 | Trustee | 5 | $0 | $0 | View return |
| 2018 | Florida Association of Plumbing Gas & Mechanical Inspectors | 990 | 1st Vice Pre | 2 | $0 | $0 | View return |
| 2018 | Carpenters Training Trust Fund for Northern California | 990 | Trustee | 5 | $0 | $0 | View return |
| 2018 | Office Employees Insurance Trust Fund of California | 990 | Trustee | 5 | $0 | $0 | View return |
| 2017 | Carpenter Funds Administrative Office of Northern California Inc | 990 | Administrator | 45 | $235,925 | $0 | View return |
| 2017 | American Legion Benedict a Andrew Post 296 | 990 | First Vice Commander | 10 | $0 | $0 | View return |
| 2017 | International Foundation of Employee Benefit Plans Inc. | 990 | Treasurer | 3 | $0 | $0 | View return |
| 2017 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Certified Employee Benefit Specialists Inc | 990EZ | Treasurer | 0.5 | $0 | $0 | View return |
| 2017 | Florida Association of Plumbing Gas & Mechanical Inspectors | 990 | 2nd Vice Pre | 2 | $0 | $0 | View return |
| 2017 | California Health Care Coalition | 990EZ | Director | 2 | $0 | $0 | View return |
| 2017 | The Biotechnology Association of Alabama | 990EZ | Director | 0.2 | $0 | $0 | View return |
| 2017 | Innovation Depot Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Office Employees Insurance Trust Fund of California | 990 | Trustee | 5 | $0 | $0 | View return |
| 2016 | Carpenter Funds Administrative Office of Northern California Inc | 990 | Secretary | 45 | $223,962 | $0 | View return |
| 2016 | American Legion Benedict a Andrew Post 296 | 990 | First Vice Commander | 10 | $0 | $0 | View return |
| 2016 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Birmingham Business Alliance | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Pana Moose Lodge 1015 | 990EZ | Trustee | 2 | $0 | - | View return |
| 2016 | International Foundation of Employee Benefit Plans Inc. | 990 | Secretary | 3 | $0 | $0 | View return |
| 2016 | The Biotechnology Association of Alabama | 990EZ | Director | 0.2 | $0 | $0 | View return |
| 2016 | California Health Care Coalition | 990EZ | Director | 2 | $0 | $0 | View return |
| 2016 | Certified Employee Benefit Specialists Inc | 990 | Secretary | 1 | $0 | $0 | View return |
| 2016 | Innovation Depot Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Office Employees Insurance Trust Fund of California | 990 | Trustee | 5 | $0 | $0 | View return |
| 2015 | Carpenter Funds Administrative Office of Northern California Inc | 990 | Secretary | 45 | $218,602 | $0 | View return |
| 2015 | Pana Moose Lodge 1015 | 990EZ | Trustee | 2 | $0 | - | View return |
| 2015 | American Legion Benedict a Andrew Post 296 | 990 | First Vice Commander | 10 | $0 | $0 | View return |
| 2015 | California Health Care Coalition | 990EZ | Director | 2 | $0 | $0 | View return |
| 2015 | Innovation Depot Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Carpenter Funds Administrative Office of Northern California Inc | 990 | Secretary | 45 | $210,565 | $0 | View return |
| 2014 | Pana Moose Lodge 1015 | 990EZ | Trustee | 2 | $0 | - | View return |
| 2014 | California Health Care Coalition | 990EZ | Director | 2 | $0 | $0 | View return |
| 2014 | American Legion Benedict a Andrew Post 296 | 990EZ | Vice Commander | 20 | $0 | - | View return |
| 2014 | International Foundation of Employee Benefit Plans Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Office Employees Insurance Trust Fund of California | 990 | Trustee | 5 | $0 | $0 | View return |
| 2014 | Innovation Depot Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Pana Country Club | 990 | President | 0 | $0 | $0 | View return |
| 2013 | Pana Moose Lodge 1015 | 990EZ | Jr. Gov | 2 | $0 | - | View return |
| 2013 | Birmingham Business Alliance | 990 | Trustee | 1 | $0 | $0 | View return |
| 2013 | Tumtum Tree Foundation | 990 | Director | 2 | $0 | $0 | View return |
| 2013 | International Foundation of Employee Benefit Plans Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Innovation Depot Inc. | 990 | Board Member | 1 | $0 | $0 | View return |