| 2024 | Hillsdale College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2024 | Hillsdale College Independence Foundation | 990EZ | Director | 0.5 | $0 | $0 | View return |
| 2024 | Society of St. Vincent Depaul Central Cascades District Council | 990 | Director | 0 | $0 | $0 | View return |
| 2023 | Hillsdale College Independence Foundation | 990EZ | Director | 0.5 | $0 | $0 | View return |
| 2023 | Hillsdale College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | Society of St. Vincent Depaul Central Cascades District Council | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | Geisinger System Services | 990 | Chief Invest | 40 | $420,958 | $0 | View return |
| 2022 | Hillsdale College Independence Foundation | 990EZ | Director | 0.5 | $0 | $0 | View return |
| 2022 | Hillsdale College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | University of Pittsburgh | 990 | Former CIO Thru 6/30/21 | 40 | $1,675,865 | $0 | View return |
| 2021 | Hillsdale College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Hillsdale College Independence Foundation | 990EZ | Director | 0.5 | $0 | $0 | View return |
| 2021 | Ancient Arabic Order of the Nobles | 990 | Recorder | - | $0 | $0 | View return |
| 2020 | University of Pittsburgh | 990 | CIO Thru 6/30/21 | 40 | $513,012 | $0 | View return |
| 2020 | National Equity Fund Inc | 990 | Former SVP Gen Council Asst Sec. | 40 | $223,726 | $0 | View return |
| 2020 | Oregon Corporation for Affordable Housing | 990 | Former SVP & Asst Secretary | 0 | $0 | $223,726 | View return |
| 2020 | Nef Community Investments Inc | 990 | Former SVP & Asst Secretar | 0 | $0 | $223,726 | View return |
| 2020 | New York Equity Fund Inc | 990 | Former SVP & Asst Secretary | 0 | $0 | $223,726 | View return |
| 2020 | Hillsdale College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Ancient Arabic Order of the Nobles | 990 | Recorder | - | $0 | $0 | View return |
| 2019 | University of Pittsburgh | 990 | Chief Investment Officer | 40 | $904,602 | $0 | View return |
| 2019 | National Equity Fund Inc | 990 | Former SVP Gen Council Ass | 40 | $237,279 | $0 | View return |
| 2019 | New York Equity Fund Inc | 990 | Former SVP & Asst Secretary | 0 | $0 | $237,279 | View return |
| 2019 | Oregon Corporation for Affordable Housing | 990 | Former SVP & Asst Secretary | 0 | $0 | $237,279 | View return |
| 2019 | Nef Community Investments Inc | 990 | Former SVP & Asst Secretar | 0 | $0 | $237,279 | View return |
| 2019 | Hillsdale College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Ancient Arabic Order of the Nobles | 990 | Recorder | 40 | $0 | $0 | View return |
| 2018 | University of Pittsburgh | 990 | Chief Investment Officer | 40 | $441,416 | $0 | View return |
| 2018 | National Equity Fund Inc | 990 | Former SVP Gen Council Asst Sec. | 40 | $226,357 | $0 | View return |
| 2018 | Nef Community Investments Inc | 990 | Former SVP & Asst Secretary | 0 | $0 | $226,357 | View return |
| 2018 | Oregon Corporation for Affordable Housing | 990 | Former SVP & Asst Secretary | 0 | $0 | $226,357 | View return |
| 2018 | New York Equity Fund Inc | 990 | Former SVP & Asst Secretary | 0 | $0 | $226,357 | View return |
| 2018 | Hillsdale College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Ancient Arabic Order of the Nobles | 990 | Recorder | 40 | $0 | $0 | View return |
| 2017 | National Equity Fund Inc | 990 | Former Officer | 40 | $184,500 | $0 | View return |
| 2017 | Nef Community Investments Inc | 990 | Former Officer | 0 | $0 | $184,500 | View return |
| 2017 | Oregon Corporation for Affordable Housing | 990 | Former Officer | 0 | $0 | $184,500 | View return |
| 2017 | Hillsdale College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | National Equity Fund Inc | 990 | Former Officer | 40 | $270,050 | $0 | View return |
| 2016 | Nef Community Investments Inc | 990 | Former Officer | 0 | $0 | $270,050 | View return |
| 2016 | Oregon Corporation for Affordable Housing | 990 | Former Officer | 0 | $0 | $270,050 | View return |
| 2016 | Hillsdale College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | Oregon Corporation for Affordable Housing | 990 | SVP & Assistant Secretary | 2 | $0 | $311,457 | View return |
| 2015 | Nef Community Investments Inc | 990 | SVP & Asst. Sec. | 18 | $0 | $311,457 | View return |
| 2015 | New York Equity Fund Inc | 990 | SVP & Asst. Sec | 2 | $0 | $311,457 | View return |
| 2015 | Hillsdale College | 990 | Trustee | 0 | $0 | $0 | View return |
| 2014 | New York Equity Fund Inc | 990 | SVP & Assistant Secretary | 2 | $0 | $247,900 | View return |
| 2014 | Oregon Corporation for Affordable Housing | 990 | SVP & Assistant Secretary | 2 | $0 | $247,900 | View return |
| 2014 | Hillsdale College | 990 | Trustee | 0 | $0 | $0 | View return |
| 2013 | National Equity Fund Inc | 990 | SVP General Counsel & Asst Sec | 18 | $296,767 | $0 | View return |
| 2013 | Oregon Corporation for Affordable Housing | 990 | SVP & Assistant Secretary | 2 | $0 | $296,767 | View return |
| 2013 | New York Equity Fund Inc | 990 | SVP & Assistant Secretary | 2 | $0 | $296,767 | View return |