| 2024 | The Cleveland Foundation | 990 | Senior Vice Present/General Counsel | 50 | $247,853 | $0 | View return |
| 2024 | Sullivan Scholars Foundation | 990 | Secretary | 0.5 | $0 | $247,853 | View return |
| 2024 | Lesbian Gay Bisexual Transgender | 990 | Board Member | 3 | $0 | $0 | View return |
| 2023 | The Cleveland Foundation | 990 | Senior Vice Present/General Counsel | 50 | $217,242 | $0 | View return |
| 2023 | Sullivan Scholars Foundation | 990 | Secretary | 0.5 | $0 | $217,242 | View return |
| 2023 | Higley Fund of the Cleveland Foundation | 990 | Secretary | 0.5 | $0 | $217,242 | View return |
| 2023 | National Association of Estate Planners | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | Lesbian Gay Bisexual Transgender | 990 | Board Member | 3 | $0 | $0 | View return |
| 2023 | Cleveland Leadership Center | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | The Cleveland Foundation | 990 | General Counsel/Sr.Director | 50 | $195,844 | $0 | View return |
| 2022 | Sullivan Scholars Foundation | 990 | Secretary | 0.5 | $0 | $195,844 | View return |
| 2022 | Higley Fund of the Cleveland Foundation | 990 | Secretary | 0.5 | $0 | $195,844 | View return |
| 2022 | National Association of Estate Planners | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | Lesbian Gay Bisexual Transgender | 990 | Vice Preside | 6 | $0 | $0 | View return |
| 2022 | Cleveland Leadership Center | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | The Cleveland Foundation | 990 | General Counsel/Sr.Director | 50 | $173,916 | $0 | View return |
| 2021 | Higley Fund of the Cleveland Foundation | 990 | Secretary | 0.5 | $0 | $173,916 | View return |
| 2021 | Sullivan Scholars Foundation | 990 | Secretary | 0.5 | $0 | $173,916 | View return |
| 2021 | Sally and John Morley Family Fund | 990 | Secretary | 0.5 | $0 | $173,916 | View return |
| 2021 | National Association of Estate Planners | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Lesbian Gay Bisexual Transgender | 990 | Vice President | 6 | $0 | $0 | View return |
| 2021 | Cleveland Leadership Center | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | The Cleveland Foundation | 990 | General Counsel | 50 | $167,863 | $0 | View return |
| 2020 | Sullivan Scholars Foundation | 990 | Secretary | 0.5 | $0 | $167,863 | View return |
| 2020 | Sally and John Morley Family Fund | 990 | Secretary | 0.5 | $0 | $167,863 | View return |
| 2020 | Higley Fund of the Cleveland Foundation | 990 | Secretary | 0.5 | $0 | $167,863 | View return |
| 2020 | Lesbian Gay Bisexual Transgender | 990 | Vice President | 6 | $0 | $0 | View return |
| 2020 | National Association of Estate Planners | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Cleveland Leadership Center | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | The Cleveland Foundation | 990 | Senior Counsel & Director | 50 | $147,561 | $0 | View return |
| 2019 | National Association of Estate Planners | 990 | Director | 2 | $0 | $0 | View return |
| 2019 | Lesbian Gay Bisexual Transgender | 990 | Developoment | 3 | $0 | $0 | View return |
| 2019 | Cleveland Leadership Center | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | The Cleveland Foundation | 990 | Senior Counsel & Director | 50 | $143,014 | $0 | View return |
| 2018 | The Bay Village Foundation | 990 | Trustee | - | $0 | $0 | View return |
| 2018 | National Association of Estate Planners | 990 | Director | 2 | $0 | $0 | View return |
| 2018 | Cleveland Leadership Center | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | The Bay Village Foundation | 990 | Trustee | - | $0 | $0 | View return |
| 2017 | National Association of Estate Planners | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | Cleveland Metropolitan Bar Foundation | 990 | VP Of Endowment | 1 | $0 | $0 | View return |
| 2016 | The Bay Village Foundation | 990 | Trustee | - | $0 | $0 | View return |
| 2016 | Cleveland Metropolitan Bar Foundation | 990 | VP Of Endowment | 1 | $0 | $0 | View return |
| 2015 | The Bay Village Foundation | 990EZ | Trustee | 0 | $0 | - | View return |
| 2015 | Cleveland Metropolitan Bar Foundation | 990 | VP Of Endowment | 1 | $0 | $0 | View return |
| 2014 | Cleveland Metropolitan Bar Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2013 | Cleveland Metropolitan Bar Foundation | 990 | President | 1 | - | - | View return |