| 2025 | Catholic Center Retreat House | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Florida Watermelon Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Professional Numismatists Guild Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Beech Cemetery Association for Endowment Fund and Perpetual Care | 990EZ | Trustee | 0 | $0 | - | View return |
| 2024 | Tyler Street Community Service Outreach Inc. | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2024 | Catholic Center Retreat House | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Enduring Hearts Inc. | 990 | Board Member | 5 | $0 | $0 | View return |
| 2023 | American Conservation & Education Society | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Florida Watermelon Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Beech Cemetery Association for Endowment Fund and Perpetual Care | 990EZ | Trustee | 0 | $0 | - | View return |
| 2023 | Anti-Counterfeiting Educational Foundation | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2023 | Professional Numismatists Guild Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Catholic Center Retreat House | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Tyler Street Community Service Outreach Inc. | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2023 | Tyler Street Manor Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | Prospera Credit Union | 990 | VP Investment Services | 40 | $314,268 | $0 | View return |
| 2022 | Expeditions of Empowerment Inc. | 990EZ | Expedition Staff | 8 | $1,000 | $0 | View return |
| 2022 | American Conservation & Education Society | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Florida Watermelon Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Catholic Center Retreat House | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Beech Cemetery Association for Endowment Fund and Perpetual Care | 990EZ | Trustee | 0 | $0 | - | View return |
| 2022 | Enduring Hearts Inc. | 990 | Board Member | 5 | $0 | $0 | View return |
| 2022 | Tyler Street Community Service Outreach Inc. | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2022 | Tyler Street Manor Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Prospera Credit Union | 990 | VP Investment Services | 40 | $168,878 | $0 | View return |
| 2021 | Expeditions of Empowerment Inc. | 990EZ | Expedition Support Staff | 8 | $3,500 | $0 | View return |
| 2021 | Florida Watermelon Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | American Conservation & Education Society | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Beech Cemetery Association for Endowment Fund and Perpetual Care | 990EZ | Trustee | 0 | $0 | - | View return |
| 2021 | Tyler Street Community Service Outreach Inc. | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2021 | Cypress MILL Homeowners Association Inc | 990 | President | 2 | $0 | $0 | View return |
| 2021 | Tyler Street Manor Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Catholic Center Retreat House | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Prospera Credit Union | 990 | VP Investment Services | 40 | $201,138 | $0 | View return |
| 2020 | Cypress MILL Homeowners Association Inc | 990 | President | 2 | $0 | $0 | View return |
| 2020 | Tyler Street Community Service Outreach Inc. | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2020 | Beech Cemetery Association for Endowment Fund and Perpetual Care | 990EZ | Trustee | 0 | $0 | - | View return |
| 2020 | Florida Watermelon Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Friends of the Apostle Islands National Lakeshore Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | South Montgomery County Woodlands | 990 | Past Chairman | 2 | $0 | $0 | View return |
| 2020 | Tyler Street Manor Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Prospera Credit Union | 990 | Financial Advisor | 40 | $181,974 | $0 | View return |
| 2019 | Florida Watermelon Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Beech Cemetery Association for Endowment Fund and Perpetual Care | 990EZ | Trustee | 0 | $0 | - | View return |
| 2019 | Home Builders Association of Central Arizona | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Tyler Street Community Service Outreach Inc. | 990EZ | Trustee | 1 | $0 | $0 | View return |
| 2019 | Cypress MILL Homeowners Association Inc | 990 | President | 2 | $0 | $0 | View return |
| 2019 | Tyler Street Manor Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | South Montgomery County Woodlands | 990 | Chairman | 2 | $0 | $0 | View return |
| 2018 | Prospera Credit Union | 990 | Financial Advisor | 40 | $179,439 | $0 | View return |
| 2018 | Home Builders Association of Central Arizona | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Florida Watermelon Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Cypress MILL Homeowners Association Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2018 | South Montgomery County Woodlands | 990 | Vice President | 2 | $0 | $0 | View return |
| 2018 | Tyler Street Manor Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | Prospera Credit Union | 990 | Financial Advisor | 40 | $181,829 | $0 | View return |
| 2017 | Florida Watermelon Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Friends of the Apostle Islands National Lakeshore Inc. | 990EZ | Director | 1.5 | $0 | $0 | View return |
| 2017 | Henry Clay Memorial Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Cedar Hill Shares Inc. | 990 | Director | 0.5 | $0 | $0 | View return |
| 2017 | Home Builders Association of Central Arizona | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Coringthian Vintage Auto Racing Corporation | 990 | Vice President | 3 | $0 | $0 | View return |
| 2017 | Little League Baseball Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Prospera Credit Union | 990 | Financial Advisor | 40 | $163,501 | $0 | View return |
| 2016 | Coringthian Vintage Auto Racing Corporation | 990 | Vice President | 3 | $0 | $0 | View return |
| 2016 | Salem Lodge No 2380 Loyal Order of Moose Inc | 990 | Trustee | 5 | $0 | $0 | View return |
| 2016 | American Numismatic Association | 990 | President | 20 | $0 | $0 | View return |
| 2016 | Henry Clay Memorial Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | South Montgomery County Woodlands | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | Education for Tomorrow Alliance | 990 | Director | 0.25 | $0 | $0 | View return |
| 2016 | Florida Watermelon Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Prospera Credit Union | 990 | Financial Advisor | 40 | $177,886 | $0 | View return |
| 2015 | The Pastors Pantry Targeting Senior Hunger | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Florida Watermelon Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Sheriffs Law Enforcement Association of Mclennan County | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | American Numismatic Association | 990 | President | 20 | $0 | $0 | View return |
| 2015 | Henry Clay Memorial Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Association for Adults with Developmental Disabilities Inc | 990 | Board Member | 2 | $0 | $0 | View return |
| 2015 | Education for Tomorrow Alliance | 990 | Director | 0 | $0 | $0 | View return |
| 2015 | Salem Lodge No 2380 Loyal Order of Moose Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2014 | Prospera Credit Union | 990 | Financial Advisor | 40 | $138,279 | $0 | View return |
| 2014 | Salem Lodge No 2380 Loyal Order of Moose Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2014 | Florida Watermelon Association Inc | 990 | Director | 0 | $0 | $0 | View return |
| 2014 | Coringthian Vintage Auto Racing Corporation | 990 | Vice President | 3 | $0 | $0 | View return |
| 2014 | Henry Clay Memorial Foundation | 990 | Vice President | 0 | $0 | $0 | View return |
| 2014 | The Pastors Pantry Targeting Senior Hunger | 990 | President | 2 | $0 | $0 | View return |
| 2014 | Sheriffs Law Enforcement Association of Mclennan County | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Iowa State County Treasurers Association | 990EZ | Director | 0 | $0 | - | View return |
| 2014 | Association for Adults with Developmental Disabilities Inc | 990 | Board Member | 2 | $0 | $0 | View return |
| 2014 | South Montgomery County Woodlands | 990 | Vice President | 2 | $0 | $0 | View return |
| 2014 | Education for Tomorrow Alliance | 990 | Director | 0 | $0 | $0 | View return |
| 2013 | Prospera Credit Union | 990 | Financial Advisor | 40 | $130,115 | $0 | View return |
| 2013 | Salem Lodge No 2380 Loyal Order of Moose Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2013 | Henry Clay Memorial Foundation | 990 | Vice President | 0 | $0 | $0 | View return |
| 2013 | Sheriffs Law Enforcement Association of Mclennan County | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Salem Lodge No 2380 Loyal Order of Moose Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2013 | Florida Watermelon Association Inc | 990 | Director | 0 | $0 | $0 | View return |
| 2013 | Flower Mound High School Football Booster Club | 990 | Vice President | 2 | $0 | $0 | View return |
| 2013 | Iowa State Association of Counties | 990 | Director | 2.5 | $0 | $0 | View return |
| 2013 | South Montgomery County Woodlands | 990 | Director | 2 | $0 | $0 | View return |
| 2013 | Henry Clay Memorial Foundation | 990 | Vice President | 0 | $0 | $0 | View return |
| 2013 | Iowa State County Treasurers Association | 990EZ | Director | 0 | $0 | - | View return |
| 2013 | Education for Tomorrow Alliance | 990 | Director | 0 | $0 | $0 | View return |