| 2024 | Rotary Club of Santa Cruz | 990EZ | President Elect/Treasurer | 15 | $12,000 | $0 | View return |
| 2024 | Santa Cruz Rotary Endowment | 990 | Treasurer | 2 | $0 | $12,000 | View return |
| 2024 | Garden of Memories Cemetery Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2024 | Center for Plain Language | 990EZ | Board Member | 0.5 | $0 | - | View return |
| 2024 | Great Lakes Region of the American Chemical Society | 990EZ | Director | 0.25 | $0 | $0 | View return |
| 2024 | Santa Cruz Cemetery Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2024 | California Water Environment Association | 990 | Director | 5 | $0 | $0 | View return |
| 2023 | Rotary Club of Santa Cruz | 990EZ | Secretary / Treasurer | 15 | $12,000 | $0 | View return |
| 2023 | Santa Cruz Rotary Endowment | 990 | Treasurer | 2 | $0 | $12,000 | View return |
| 2023 | Santa Cruz Rotary Community Fund | 990 | Secretary / Treasurer / Di | 2 | $0 | $12,000 | View return |
| 2023 | Center for Plain Language | 990EZ | Board Member | 0.5 | $0 | - | View return |
| 2023 | Garden of Memories Cemetery Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2023 | Santa Cruz Cemetery Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | California Water Environment Association | 990 | Director | 5 | $0 | $0 | View return |
| 2023 | International Society for Frontotemporal Dementias Inc. | 990EZ | Chair Prog/Site/Selection Committee | 1 | $0 | $0 | View return |
| 2022 | Rotary Club of Santa Cruz | 990EZ | Secretary / Treasurer | 15 | $12,000 | $0 | View return |
| 2022 | Santa Cruz Rotary Endowment | 990 | Treasurer | 2 | $0 | $12,000 | View return |
| 2022 | Santa Cruz Rotary Community Fund | 990 | Secretary / Treasurer / Director | 2 | $0 | $12,000 | View return |
| 2022 | Garden of Memories Cemetery Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2022 | International Society for Frontotemporal Dementias Inc. | 990EZ | Chair-Progra | 1.5 | $0 | - | View return |
| 2022 | Center for Plain Language | 990EZ | Board Member | 0.5 | $0 | - | View return |
| 2022 | Santa Cruz Cemetery Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | Vermont Atv Sportsmans Association Inc. | 990 | CVW | 1 | $0 | $0 | View return |
| 2021 | Rotary Club of Santa Cruz | 990EZ | Secretary / Treasurer | 15 | $12,000 | $0 | View return |
| 2021 | Garden of Memories Cemetery Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2021 | Santa Cruz Rotary Community Fund | 990 | Secretary / Treasurer | 2 | $0 | $0 | View return |
| 2021 | Santa Cruz Cemetery Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Santa Cruz Rotary Endowment | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2021 | International Society for Frontotemporal Dementias Inc. | 990EZ | Chair-Elect | 1.5 | $0 | - | View return |
| 2020 | Rotary Club of Santa Cruz | 990EZ | Secretary / Treasurer | 15 | $12,000 | $0 | View return |
| 2020 | Santa Cruz Rotary Endowment | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2020 | Santa Cruz Cemetery Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Santa Cruz Rotary Community Fund | 990 | Secretary / Treasurer | 2 | $0 | $0 | View return |
| 2020 | International Society for Frontotemporal Dementias Inc. | 990EZ | Chair-Elect | 1.5 | $0 | - | View return |
| 2020 | Garden of Memories Cemetery Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2020 | Master Wardens & Members of the Grand Lodge of Masons in Mass Norfolk Lodge | 990EZ | Worshipful Maseter | 4 | $0 | $0 | View return |
| 2019 | Rotary Club of Santa Cruz | 990EZ | Secretary / Treasurer | 15 | $12,000 | $0 | View return |
| 2019 | Garden of Memories Cemetery Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2019 | Santa Cruz Rotary Endowment | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2019 | Santa Cruz Rotary Community Fund | 990 | Secretary / Treasurer / Di | 2 | $0 | $0 | View return |
| 2019 | Santa Cruz Cemetery Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2019 | Rotary International Hamilton Rotary Club | 990EZ | Sergeant At Arm | 0 | $0 | - | View return |
| 2018 | Rotary Club of Santa Cruz | 990EZ | Secretary / Treasurer | 15 | $12,000 | $0 | View return |
| 2018 | Santa Cruz Cemetery Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2018 | Santa Cruz Rotary Community Fund | 990 | Secretary / Treasurer / Di | 2 | $0 | $0 | View return |
| 2018 | Santa Cruz Rotary Endowment | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2018 | Garden of Memories Cemetery Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2018 | California Water Environment Association | 990 | Outgoing- Wef Delegate Director | 5 | $0 | $0 | View return |
| 2017 | Rotary Club of Santa Cruz | 990EZ | Secretary / Treasurer | 15 | $12,000 | $0 | View return |
| 2017 | Garden of Memories Cemetery Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2017 | Santa Cruz Rotary Endowment | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2017 | Union City Youth Soccer League | 990 | Recreational Director | 5 | $0 | $0 | View return |
| 2017 | Santa Cruz Cemetery Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | Santa Cruz Rotary Community Fund | 990 | Secretary / Treasurer / Di | 2 | $0 | $0 | View return |
| 2017 | California Water Environment Association | 990 | Outgoing- Wef Delegate Director | 5 | $0 | $0 | View return |
| 2017 | Dominican Santa Cruz Hospital Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Rotary Club of Santa Cruz | 990EZ | Secretary / Treasurer | 15 | $12,000 | $0 | View return |
| 2016 | Garden of Memories Cemetery Inc. | 990 | Trustee | 2 | $75 | $0 | View return |
| 2016 | Santa Cruz Cemetery Corporation | 990 | Director | 2 | $75 | $0 | View return |
| 2016 | Santa Cruz Rotary Community Fund | 990 | Secretary / Treasurer / Director | 2 | $0 | $0 | View return |
| 2016 | California Water Environment Association | 990 | Wef Delegate Director | 5 | $0 | $0 | View return |
| 2016 | Santa Cruz Rotary Endowment | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2016 | Dominican Santa Cruz Hospital Foundation | 990 | Vice President | 2 | $0 | $0 | View return |
| 2015 | Investment Management Consultants Association Inc | 990 | COO | 40 | $183,537 | $0 | View return |
| 2015 | Garden of Memories Cemetery Inc. | 990 | Trustee | 2 | $225 | $0 | View return |
| 2015 | Santa Cruz Cemetery Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2015 | Dominican Santa Cruz Hospital Foundation | 990 | Vice President | 2 | $0 | $0 | View return |
| 2015 | Santa Cruz Rotary Endowment | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2015 | California Water Environment Association | 990 | Wef Delegate Director | 5 | $0 | $0 | View return |
| 2014 | Investment Management Consultants Association Inc | 990 | COO | 40 | $178,672 | $0 | View return |
| 2014 | Santa Cruz Cemetery Corporation | 990 | Director | 2 | $375 | $0 | View return |
| 2014 | Garden of Memories Cemetery Inc. | 990 | Trustee | 2 | $375 | $0 | View return |
| 2014 | Dominican Santa Cruz Hospital Foundation | 990 | Board Member | 2 | $0 | $0 | View return |
| 2014 | California Water Environment Association | 990 | Wef Delegate Director | 5 | $0 | $0 | View return |
| 2014 | Santa Cruz Rotary Endowment | 990 | Treasurer & Trustee | 1 | $0 | $0 | View return |
| 2013 | Investment Management Consultants Association Inc | 990 | Deputy Executive Director | 40 | $168,853 | $0 | View return |
| 2013 | Garden of Memories Cemetery Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2013 | Santa Cruz Rotary Endowment | 990 | Treasurer & Trustee | 1 | $0 | $0 | View return |
| 2013 | Dominican Santa Cruz Hospital Foundation | 990 | Board Member | 2 | - | $0 | View return |