| 2024 | Alabama Society of Certified Public Accountants | 990 | President/Ce | 40 | $288,136 | $0 | View return |
| 2024 | Educational Foundation of the Alabama Society of Certified Publi | 990 | CEO | 2 | $0 | $288,136 | View return |
| 2024 | Alabama Federal Tax Clinic Inc. | 990EZ | President/Ce | 1 | $0 | - | View return |
| 2024 | CPA Society Executives Association | 990 | Immediate Past President | 1 | $0 | $0 | View return |
| 2023 | Alabama Society of Certified Public Accountants | 990 | President/Ce | 40 | $253,994 | $0 | View return |
| 2023 | Educational Foundation of the Alabama Society of Certified Publi | 990 | CEO | 2 | $0 | $253,994 | View return |
| 2023 | Alabama Federal Tax Clinic Inc. | 990EZ | President/Ce | 1 | $0 | - | View return |
| 2023 | CPA Society Executives Association | 990 | President | 1 | $0 | $0 | View return |
| 2022 | Alabama Society of Certified Public Accountants | 990 | President/Ce | 40 | $234,204 | $0 | View return |
| 2022 | Educational Foundation of the Alabama Society of Certified Publi | 990 | CEO | 2 | $0 | $234,204 | View return |
| 2022 | Alabama Federal Tax Clinic Inc. | 990EZ | President/Ce | 1 | $0 | - | View return |
| 2022 | Business Council of Alabama | 990 | Committee Member | 1 | $0 | $0 | View return |
| 2022 | CPA Society Executives Association | 990 | President-Elect | 1 | $0 | $0 | View return |
| 2021 | Alabama Society of Certified Public Accountants | 990 | President/Ce | 40 | $218,752 | $0 | View return |
| 2021 | Educational Foundation of the Alabama Society of Certified Publi | 990 | CEO | 2 | $0 | $218,752 | View return |
| 2021 | Alabama Federal Tax Clinic Inc. | 990EZ | President/Ce | 1 | $0 | - | View return |
| 2021 | Business Council of Alabama | 990 | Committee Member | 1 | $0 | $0 | View return |
| 2021 | CPA Society Executives Association | 990EZ | Secretary-Treasurer | 1 | $0 | $0 | View return |
| 2020 | Alabama Society of Certified Public Accountants | 990 | President/Ce | 40 | $217,101 | $0 | View return |
| 2020 | Educational Foundation of the Alabama Society of Certified Publi | 990 | CEO | 2 | $0 | $217,101 | View return |
| 2020 | Business Council of Alabama | 990 | Committee Member | 1 | $0 | $0 | View return |
| 2020 | Alabama Federal Tax Clinic Inc. | 990EZ | President/Ce | 1 | $0 | - | View return |
| 2020 | CPA Society Executives Association | 990EZ | Secretary/Treasurer | 1 | $0 | $0 | View return |
| 2019 | Alabama Society of Certified Public Accountants | 990 | President/Ce | 40 | $213,034 | $0 | View return |
| 2019 | Educational Foundation of the Alabama Society of Certified Publi | 990 | CEO | 2 | $0 | $213,034 | View return |
| 2019 | Alabama Federal Tax Clinic Inc. | 990EZ | President/Ce | 1 | $0 | - | View return |
| 2019 | Business Council of Alabama | 990 | Committee Member | 1 | $0 | $0 | View return |
| 2018 | Alabama Society of Certified Public Accountants | 990 | President/Ce | 40 | $186,878 | $0 | View return |
| 2018 | Educational Foundation of the Alabama Society of Certified Publi | 990 | President/Ce | 2 | $0 | $186,878 | View return |
| 2018 | Alabama Federal Tax Clinic Inc. | 990EZ | President/Ce | 1 | $0 | - | View return |
| 2018 | Business Council of Alabama | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Alabama Society of Certified Public Accountants | 990 | President/Ce | 40 | $199,633 | $0 | View return |
| 2017 | Educational Foundation of the Alabama Society of Certified Publi | 990 | President/Ce | 2 | $0 | $199,633 | View return |
| 2017 | Business Council of Alabama | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Alabama Federal Tax Clinic Inc. | 990EZ | President/Ce | 1 | $0 | - | View return |
| 2016 | Alabama Society of Certified Public Accountants | 990 | President/Ce | - | $197,022 | $0 | View return |
| 2016 | Educational Foundation of the Alabama Society of Certified Publi | 990 | President/Ce | 2 | $0 | $197,022 | View return |
| 2016 | Business Council of Alabama | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Alabama Federal Tax Clinic Inc. | 990EZ | President/Ce | 1 | $0 | - | View return |
| 2016 | Trinity Presbyterian School Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Alabama Society of Certified Public Accountants | 990 | President/Ce | 40 | $185,272 | $0 | View return |
| 2015 | Educational Foundation of the Alabama Society of Certified Publi | 990 | President/Ce | 2 | $0 | $185,272 | View return |
| 2015 | Alabama Council of Association Executives Inc | 990 | Member | 0 | $0 | $0 | View return |
| 2015 | Business Council of Alabama | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Alabama Federal Tax Clinic Inc. | 990EZ | President/Ce | 1 | $0 | - | View return |
| 2015 | Trinity Presbyterian School Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Children'S Protective Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Alabama Society of Certified Public Accountants | 990 | President/Ce | 40 | $178,100 | $0 | View return |
| 2014 | Educational Foundation of the Alabama Society of Certified Publi | 990 | President/Ce | 2 | $0 | $178,100 | View return |
| 2014 | Alabama Federal Tax Clinic Inc. | 990EZ | Member | 1 | $0 | - | View return |
| 2014 | Business Council of Alabama | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Children'S Protective Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Trinity Presbyterian School Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Educational Foundation of the Alabama Society of Certified Publi | 990 | President/Ce | 2 | $0 | $166,935 | View return |
| 2013 | Alabama Federal Tax Clinic Inc. | 990EZ | Member | 1 | $0 | - | View return |
| 2013 | Trinity Presbyterian School Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Children'S Protective Association Inc | 990 | Director | 1 | $0 | $0 | View return |