| 2025 | Tennessee Center for Research & Development | 990EZ | Director | 1 | $0 | $0 | View return |
| 2024 | Central Appalachian Rural Investment Corporation | 990 | Vice-President | 1 | $573,462 | $0 | View return |
| 2024 | Tennessee Center for Research & Development | 990EZ | Director | 1 | $0 | $0 | View return |
| 2023 | Three Roots Capital | 990 | President & CEO | 40 | $398,772 | $0 | View return |
| 2023 | Central Appalachian Rural Investment Corporation | 990 | Vice-President | 1 | $348,945 | $0 | View return |
| 2023 | Tennessee Center for Research & Development | 990EZ | Director | 1 | $0 | $0 | View return |
| 2022 | Three Roots Capital | 990 | President & CEO | 40 | $338,825 | $0 | View return |
| 2022 | Central Appalachian Rural Investment Corporation | 990 | Vice-President | 1 | $0 | $348,945 | View return |
| 2022 | Tennessee Center for Research & Development | 990EZ | Director | 1 | $0 | $0 | View return |
| 2021 | Three Roots Capital | 990 | President & CEO | 40 | $356,034 | $0 | View return |
| 2021 | Central Appalachian Rural Investment Corporation | 990 | Vice-President | 1 | $0 | $367,985 | View return |
| 2021 | Tennessee Center for Research & Development | 990EZ | Director | 5 | $0 | $0 | View return |
| 2020 | Three Roots Capital | 990 | President & CEO | 40 | $261,185 | $0 | View return |
| 2020 | Appalachian Fund Management Company Inc | 990 | President/Director | 1 | $0 | $261,185 | View return |
| 2020 | Central Appalachian Rural Investment Corporation | 990 | Vice-President | 1 | $0 | $261,185 | View return |
| 2020 | Tennessee Center for Research & Development | 990EZ | Director | 5 | $0 | $0 | View return |
| 2019 | Three Roots Capital | 990 | President & CEO | 40 | $199,565 | $0 | View return |
| 2019 | Appalachian Fund Management Company Inc | 990 | President/Director | 1 | $0 | $207,319 | View return |
| 2019 | Central Appalachian Rural Investment Corporation | 990 | Vice-President | 1 | $0 | $207,319 | View return |
| 2019 | Tennessee Center for Research & Development | 990EZ | Director | 5 | $0 | $0 | View return |
| 2018 | Appalachian Fund Management Company Inc | 990 | President/Director | 1 | $0 | $137,504 | View return |
| 2018 | Central Appalachian Rural Investment Corporation | 990 | Vice-President | 1 | $0 | $137,504 | View return |
| 2017 | Appalachian Fund Management Company Inc | 990 | President/Director | 1 | $0 | $118,848 | View return |
| 2017 | Central Appalachian Rural Investment Corporation | 990 | Vice-President | 1 | $0 | $118,848 | View return |
| 2016 | Appalachian Fund Management Company Inc | 990 | President/Director | 1 | $0 | $85,630 | View return |
| 2016 | Central Appalachian Rural Investment Corporation | 990 | Vice-President | 1 | $0 | $85,630 | View return |
| 2015 | Appalachian Fund Management Company Inc | 990 | President/Director | 1 | $0 | $192,167 | View return |
| 2015 | Central Appalachian Rural Investment Corporation | 990 | Vice-President | 1 | $0 | $192,167 | View return |
| 2014 | Appalachian Fund Management Company Inc | 990 | President/Director | 1 | $0 | $221,900 | View return |
| 2014 | Central Appalachian Rural Investment Corporation | 990 | Vice-President | 1 | $0 | $221,900 | View return |
| 2013 | Appalachian Fund Management Company Inc | 990 | President/Director | 1 | $0 | $221,905 | View return |
| 2013 | Central Appalachian Rural Investment Corporation | 990 | Vice-President | 1 | $0 | $221,905 | View return |