| 2023 | Episcopal Communities & Services for Seniors | 990 | President & CEO | 25 | $622,367 | $0 | View return |
| 2023 | Twelve Oaks Foundation | 990 | President & CEO | 1 | $0 | $622,367 | View return |
| 2023 | Episcopal Communities & Services | 990 | President & CEO | 1 | $0 | $622,367 | View return |
| 2023 | Montecedro Inc | 990 | President & CEO | 12 | $0 | $622,367 | View return |
| 2022 | Episcopal Communities & Services for Seniors | 990 | President & CEO | 25 | $622,406 | $0 | View return |
| 2022 | Episcopal Communities & Services | 990 | President & CEO | 1 | $0 | $622,406 | View return |
| 2022 | Montecedro Inc | 990 | President & CEO | 1 | $0 | $622,406 | View return |
| 2022 | Twelve Oaks Foundation | 990 | President & CEO | 39 | $0 | $622,406 | View return |
| 2021 | Episcopal Communities & Services for Seniors | 990 | President & CEO | 25 | $623,954 | $0 | View return |
| 2021 | Episcopal Communities & Services | 990 | President & CEO | 1 | $0 | $623,954 | View return |
| 2021 | Montecedro Inc | 990 | President & CEO | 12 | $0 | $623,954 | View return |
| 2021 | Twelve Oaks Foundation | 990 | President & CEO | 1 | $0 | $623,954 | View return |
| 2021 | Twelve Oaks Foundation | 990 | President & CEO | 1 | $0 | $0 | View return |
| 2020 | Episcopal Communities & Services for Seniors | 990 | President & CEO | 21 | $598,658 | $0 | View return |
| 2020 | Montecedro Inc | 990 | President & CEO | 15 | $0 | $598,658 | View return |
| 2020 | Episcopal Communities & Services | 990 | President & CEO | 2 | $0 | $598,658 | View return |
| 2020 | Leadingage California Foundation | 990 | Treasurer | 0.5 | $0 | $0 | View return |
| 2020 | Leadingage California | 990 | Treasurer | 0.5 | $0 | $0 | View return |
| 2020 | Community Housing Management Services Co Episcopal Communities & Services | 990EZ | President & CEO | 1 | $0 | $0 | View return |
| 2019 | Episcopal Communities & Services for Seniors | 990 | President & CEO | 25 | $506,746 | $0 | View return |
| 2019 | Episcopal Communities & Services | 990 | President & CEO | 2 | $0 | $506,746 | View return |
| 2019 | Montecedro Inc | 990 | President & CEO | 15 | $0 | $506,746 | View return |
| 2019 | Community Housing Management Services Co Episcopal Communities & Services | 990 | President & CEO | 1 | $0 | $506,746 | View return |
| 2019 | Leadingage California | 990 | Director At Large | 0.5 | $0 | $0 | View return |
| 2019 | Leadingage California Foundation | 990 | Director At Large | 0.5 | $0 | $0 | View return |
| 2019 | Partners in Care Foundation Inc. | 990 | Board Member | 0.2 | $0 | $0 | View return |
| 2018 | Episcopal Communities & Services for Seniors | 990 | President & CEO | 25 | $450,870 | $0 | View return |
| 2018 | Community Housing Management Services Co Episcopal Communities & Services | 990 | President & CEO | 1 | $0 | $450,870 | View return |
| 2018 | Montecedro Inc | 990 | President & CEO | 12 | $0 | $450,870 | View return |
| 2018 | Cultureworks Inc. | 990 | Past Chair | 2 | $0 | $0 | View return |
| 2018 | Advancing States Inc. | 990 | First VP | 4 | $0 | $0 | View return |
| 2018 | Partners in Care Foundation Inc. | 990 | Board Member | 0.2 | $0 | $0 | View return |
| 2017 | Episcopal Communities & Services for Seniors | 990 | President & CEO | 25 | $452,552 | $0 | View return |
| 2017 | Montecedro Inc | 990 | President & CEO | 12 | $0 | $452,552 | View return |
| 2017 | Episcopal Communities & Services | 990 | President & CEO | 2 | $0 | $452,552 | View return |
| 2017 | Advancing States Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | Cultureworks Inc. | 990 | Past Chair | 2 | $0 | $0 | View return |
| 2017 | The Wilson Workforce and Rehabilitation Center Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Community Housing Management Services Co Episcopal Communities & Services | 990 | President & CEO | 1 | $0 | $0 | View return |
| 2017 | Partners in Care Foundation Inc. | 990 | Board Member | 0.2 | $0 | $0 | View return |
| 2016 | Episcopal Communities & Services for Seniors | 990 | President & CEO | 22 | $430,066 | $0 | View return |
| 2016 | Episcopal Communities & Services | 990 | President & CEO | 2 | $0 | $430,066 | View return |
| 2016 | Montecedro Inc | 990 | President & CEO | 10 | $0 | $430,066 | View return |
| 2016 | Advancing States Inc. | 990 | First VP | 4 | $0 | $0 | View return |
| 2016 | Cultureworks Inc. | 990 | Chair | 2 | $0 | $0 | View return |
| 2016 | Community Housing Management Services Co Episcopal Communities & Services | 990 | Ex Officio | 1 | $0 | $0 | View return |
| 2015 | Episcopal Communities & Services | 990 | President/CEO (From Jan 2016) | 2 | $0 | $327,428 | View return |
| 2015 | Advancing States Inc. | 990 | Secretary (As Of Sept 14) | 4 | $0 | $0 | View return |
| 2015 | Cultureworks Inc. | 990 | Chair | 2 | $0 | $0 | View return |
| 2015 | Community Housing Management Services Co Episcopal Communities & Services | 990 | President & CEO | 1 | $0 | $0 | View return |
| 2014 | Episcopal Communities & Services for Seniors | 990 | VP Finance & CFO | 40 | $337,637 | $0 | View return |
| 2014 | Advancing States Inc. | 990 | Treasurer | 4 | $0 | $0 | View return |
| 2014 | Cultureworks Inc. | 990 | Chair | 2 | $0 | $0 | View return |
| 2014 | Charterhouse Schools Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2014 | Episcopal Communities & Services | 990 | CFO | 4 | $0 | $0 | View return |
| 2014 | Montecedro Inc | 990 | CFO | 4 | $0 | $0 | View return |
| 2014 | United Methodist Family Services of Virginia | 990 | Director | 0.5 | $0 | $0 | View return |
| 2014 | Community Housing Management Services Co Episcopal Communities & Services | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2013 | Episcopal Communities & Services for Seniors | 990 | VP Finance & CFO | 40 | $286,456 | $0 | View return |
| 2013 | United Methodist Family Services of Virginia | 990 | Director | 0 | $0 | $0 | View return |
| 2013 | Community Housing Management Services Co Episcopal Communities & Services | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2013 | Episcopal Communities & Services | 990 | CFO | 4 | $0 | $0 | View return |
| 2013 | Cultureworks Inc. | 990 | Board Member | 2 | $0 | $0 | View return |