| 2024 | Leadingage Texas | 990 | President | 40 | $280,290 | $0 | View return |
| 2024 | Leadingage Texas Health Plan Inc | 990 | Executive Trustee | 1 | $0 | $280,290 | View return |
| 2024 | Texas Alliance for Patient Access | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Educational Institute on Aging | 990EZ | President | 1 | $0 | $0 | View return |
| 2023 | Leadingage Texas | 990 | President | 40 | $258,369 | $0 | View return |
| 2023 | Leadingage Texas Health Plan Inc | 990 | Executive Trustee | 1 | $0 | $258,369 | View return |
| 2023 | Educational Institute on Aging | 990EZ | President | 1 | $0 | $0 | View return |
| 2023 | Texas Alliance for Patient Access | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Leadingage Texas | 990 | President | 40 | $251,007 | $0 | View return |
| 2022 | Leadingage Texas Health Plan Inc | 990 | Executive Trustee | 1 | $0 | $251,007 | View return |
| 2022 | Texas Alliance for Patient Access | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Educational Institute on Aging | 990EZ | President | 1 | $0 | $0 | View return |
| 2021 | Leadingage Texas | 990 | President | 40 | $249,299 | $0 | View return |
| 2021 | Leadingage Texas Health Plan Inc | 990 | Executive Trustee | 1 | $0 | $249,298 | View return |
| 2021 | Texas Alliance for Patient Access | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Educational Institute on Aging | 990EZ | President | 1 | $0 | $0 | View return |
| 2021 | North Austin Rotary Foundation | 990EZ | Director | 0 | $0 | - | View return |
| 2020 | Leadingage Texas | 990 | President | 40 | $241,542 | $0 | View return |
| 2020 | Leadingage Texas Health Plan Inc | 990 | Executive Trustee | 1 | $0 | $241,542 | View return |
| 2020 | Texas Alliance for Patient Access | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Educational Institute on Aging | 990EZ | President | 1 | $0 | $0 | View return |
| 2020 | North Austin Rotary Foundation | 990EZ | Director | 0 | $0 | - | View return |
| 2019 | Leadingage Texas | 990 | President | 40 | $233,329 | $0 | View return |
| 2019 | Educational Institute on Aging | 990EZ | President | 1 | $0 | $0 | View return |
| 2019 | Texas Alliance for Patient Access | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | North Austin Rotary Foundation | 990EZ | Director | 0 | $0 | - | View return |
| 2018 | North Austin Rotary Foundation | 990EZ | Director | 0 | $0 | $0 | View return |
| 2018 | Educational Institute on Aging | 990EZ | President | 1 | $0 | $0 | View return |
| 2018 | Texas Alliance for Patient Access | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | North Austin Rotary Foundation | 990EZ | Director | 0 | $0 | $0 | View return |
| 2017 | Educational Institute on Aging | 990EZ | President | 1 | $0 | - | View return |
| 2016 | Educational Institute on Aging | 990EZ | President | 1 | $0 | - | View return |
| 2015 | Leadingage Tennessee | 990EZ | Executive Director | 5 | $0 | - | View return |
| 2015 | Educational Institute on Aging | 990EZ | President | 1 | $0 | - | View return |