| 2024 | American Payroll Institute Inc | 990 | Corporate Member Advisor | 1.3 | $1,200 | $0 | View return |
| 2024 | API Fund for Payroll Education Inc. | 990 | Corporate Member Advisor | 0 | $0 | $1,200 | View return |
| 2024 | Apa Education Trust | 990EZ | Corporate Member Advisor | 0.1 | $0 | $0 | View return |
| 2023 | Apa Education Trust | 990EZ | Corporate Member Advisor | 0.1 | $0 | $0 | View return |
| 2022 | American Payroll Institute Inc | 990 | Corporate Member Advisor | 3.43 | $1,800 | $0 | View return |
| 2022 | API Fund for Payroll Education Inc. | 990 | Corporate Member Advisor | 0.01 | $0 | $1,800 | View return |
| 2022 | Apa Education Trust | 990EZ | Corporate Member Advisor | 0.1 | $0 | $0 | View return |
| 2021 | Apa Education Trust | 990EZ | Corporate Advisor | 0.1 | $0 | $0 | View return |
| 2021 | American Payroll Institute Inc | 990 | Corporate Member Advisor | 1.3 | $0 | $0 | View return |
| 2021 | API Fund for Payroll Education Inc. | 990 | Corporate Member Advisor | 0.01 | $0 | $0 | View return |
| 2020 | American Payroll Institute Inc | 990 | Corporate Member Advisor | 0.59 | $1,800 | $1,800 | View return |
| 2020 | API Fund for Payroll Education Inc. | 990 | Corporate Member Advisor | 0.01 | $0 | $1,800 | View return |
| 2020 | Apa Education Trust | 990EZ | Corporate Advisor | 0.1 | $0 | $0 | View return |
| 2019 | American Payroll Institute Inc | 990 | Corporate Member Advisor | 3.62 | $1,800 | $600 | View return |
| 2019 | API Fund for Payroll Education Inc. | 990 | Board Member | 0.28 | $600 | $1,800 | View return |
| 2019 | Apa Education Trust | 990EZ | Corporate Advisor | 0.1 | $0 | $0 | View return |
| 2018 | American Payroll Institute Inc | 990 | Corporate Member Advisor | 3.62 | $2,400 | $565 | View return |
| 2018 | API Fund for Payroll Education Inc. | 990 | Corporate Advisor | 0.28 | $565 | $2,400 | View return |
| 2018 | Apa Education Trust | 990EZ | Past President | 0.1 | $0 | $0 | View return |
| 2017 | American Payroll Institute Inc | 990 | Past President | 4.8 | $32,061 | $0 | View return |
| 2017 | API Fund for Payroll Education Inc. | 990 | Past President | 10.8 | $0 | $39,761 | View return |
| 2017 | Apa Education Trust | 990EZ | Past President | 0.1 | $0 | $0 | View return |
| 2016 | American Payroll Institute Inc | 990 | President | 10.8 | $9,838 | $2,260 | View return |
| 2016 | API Fund for Payroll Education Inc. | 990 | President | 4.8 | $2,260 | $9,838 | View return |
| 2016 | Apa Education Trust | 990EZ | President | 0.1 | $0 | $0 | View return |
| 2015 | American Payroll Institute Inc | 990 | President-Elect | 3.3 | $2,215 | $565 | View return |
| 2015 | API Fund for Payroll Education Inc. | 990 | President-Elect | 3.3 | $565 | $2,215 | View return |
| 2015 | Apa Education Trust | 990EZ | President-Elect | 0.1 | $0 | $0 | View return |
| 2014 | American Payroll Institute Inc | 990 | Board Member | 3.3 | $2,065 | $0 | View return |
| 2014 | API Fund for Payroll Education Inc. | 990 | Board Member | 3.3 | $0 | $2,065 | View return |
| 2013 | American Payroll Institute Inc | 990 | Board Member | 3.3 | $1,500 | $0 | View return |
| 2013 | API Fund for Payroll Education Inc. | 990 | Board Member | 3.3 | $0 | $1,500 | View return |