| 2025 | Credit Union Executives Society | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2024 | 270 Elevations Credit Union | 990 | President/CEO | 40 | $3,540,898 | $0 | View return |
| 2024 | Credit Union Executives Society | 990 | Treasurer | 5 | $909 | $0 | View return |
| 2023 | 270 Elevations Credit Union | 990 | President/CEO | 40 | $1,207,116 | $0 | View return |
| 2023 | Elevations Foundation Inc. | 990 | Director | 1 | $0 | $1,207,116 | View return |
| 2023 | Credit Union Executives Society | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2022 | 270 Elevations Credit Union | 990 | President/CEO | 40 | $1,151,811 | $0 | View return |
| 2022 | Elevations Foundation Inc. | 990 | Director | 1 | $0 | $1,151,811 | View return |
| 2022 | Credit Union Executives Society | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2021 | 270 Elevations Credit Union | 990 | President/CEO | 40 | $3,252,984 | $0 | View return |
| 2021 | Elevations Foundation Inc. | 990 | Director | 1 | $0 | $3,252,984 | View return |
| 2021 | Credit Union Executives Society | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2020 | 270 Elevations Credit Union | 990 | President/CEO | 40 | $1,034,903 | $0 | View return |
| 2020 | Elevations Foundation Inc. | 990 | Director | 1 | $0 | $1,034,903 | View return |
| 2020 | Credit Union Executives Society | 990 | Director | 5 | $0 | $0 | View return |
| 2019 | 270 Elevations Credit Union | 990 | President/CEO | 40 | $964,616 | $0 | View return |
| 2019 | Elevations Foundation Inc. | 990 | Director | 1 | $0 | $964,616 | View return |
| 2019 | The Boulder Chamber of Commerce | 990 | Director | 2 | $0 | $0 | View return |
| 2018 | 270 Elevations Credit Union | 990 | President/CEO | 40 | $890,899 | $0 | View return |
| 2018 | Boulder County Business Hall of Fame Inc. | 990EZ | Board Member | 2 | $0 | - | View return |
| 2018 | Elevations Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | The Boulder Chamber of Commerce | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | 270 Elevations Credit Union | 990 | President/CEO | 40 | $818,060 | $0 | View return |
| 2017 | Elevations Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Boulder County Business Hall of Fame Inc. | 990EZ | President | 4 | $0 | - | View return |
| 2017 | The Boulder Chamber of Commerce | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | 270 Elevations Credit Union | 990 | President/CEO | 40 | $814,341 | $0 | View return |
| 2016 | Boulder County Business Hall of Fame Inc. | 990EZ | President | 5 | $0 | - | View return |
| 2016 | Elevations Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | The Boulder Chamber of Commerce | 990 | Director | 2 | $0 | $0 | View return |
| 2015 | 270 Elevations Credit Union | 990 | President/CEO | 40 | $660,721 | $0 | View return |
| 2015 | The Boulder Chamber of Commerce | 990 | Chairman | 2 | $0 | $0 | View return |
| 2015 | Elevations Foundation Inc. | 990 | Board Member | 5 | $0 | $0 | View return |
| 2015 | Boulder County Business Hall of Fame Inc. | 990EZ | President | 2 | $0 | - | View return |
| 2014 | 270 Elevations Credit Union | 990 | President/CEO | 40 | $763,179 | $0 | View return |
| 2014 | Elevations Foundation Inc. | 990 | Board Member | 5 | $0 | $0 | View return |
| 2014 | The Boulder Chamber of Commerce | 990 | Chair Elect | 2 | $0 | $0 | View return |
| 2014 | Boulder County Business Hall of Fame Inc. | 990EZ | Vice President | 2 | $0 | - | View return |
| 2013 | 270 Elevations Credit Union | 990 | President/CEO | 40 | $1,820,842 | $0 | View return |
| 2013 | The Boulder Chamber of Commerce | 990 | Member | 2 | $0 | $0 | View return |
| 2013 | Boulder County Business Hall of Fame Inc. | 990EZ | Board Member | 2 | $0 | - | View return |
| 2013 | Elevations Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |