| 2024 | Council of Institutional Investors | 990 | General Counsel | 55 | $396,645 | $0 | View return |
| 2024 | Lake Johanna Volunteer Fire Department | 990 | Treasurer | 2 | $32,349 | $0 | View return |
| 2024 | Hurstbourne Towne Homes Residents Association | 990EZ | President | 2 | $0 | $0 | View return |
| 2024 | Ohio Tire & Automotive Assn Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Friends of St. Nick Foundation Inc. | 990EZ | Director | 0 | $0 | - | View return |
| 2024 | Sister Cities of Nashville Inc. | 990 | Director | 0.05 | $0 | $0 | View return |
| 2023 | Council of Institutional Investors | 990 | General Counsel | 55 | $392,713 | $0 | View return |
| 2023 | Ohio Tire & Automotive Assn Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Friends of St. Nick Foundation Inc. | 990EZ | Director | 0 | $0 | - | View return |
| 2023 | Hurstbourne Towne Homes Residents Association | 990EZ | Vice-President | 2 | $0 | $0 | View return |
| 2023 | Sister Cities of Nashville Inc. | 990 | Director | 0.05 | $0 | $0 | View return |
| 2022 | Council of Institutional Investors | 990 | General Counsel | 55 | $361,553 | $0 | View return |
| 2022 | Ohio Tire & Automotive Assn Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Friends of St. Nick Foundation Inc. | 990EZ | Director | 0 | $0 | - | View return |
| 2022 | Hurstbourne Towne Homes Residents Association | 990EZ | Vice-President | 1 | $0 | $0 | View return |
| 2022 | CII Research and Education Fund | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2021 | Owners Association of Young Ranch Co Krj Management | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Hurstbourne Towne Homes Residents Association | 990EZ | Vice-President | 1 | $0 | $0 | View return |
| 2021 | Ohio Tire & Automotive Assn Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | CII Research and Education Fund | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2021 | Sister Cities of Nashville Inc. | 990EZ | Director | 0.5 | $0 | $0 | View return |
| 2021 | Friends of St. Nick Foundation Inc. | 990EZ | Director | 0 | $0 | - | View return |
| 2020 | CII Research and Education Fund | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2020 | Ohio Tire & Automotive Assn Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Sister Cities of Nashville Inc. | 990EZ | Director | 0.1 | $0 | $0 | View return |
| 2019 | CII Research and Education Fund | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2018 | CII Research and Education Fund | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2017 | CII Research and Education Fund | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2016 | Mcfarland Chamber of Commerce | 990EZ | Board Liaison | 1 | $0 | $0 | View return |
| 2015 | Mcfarland Chamber of Commerce | 990EZ | Board Liaison | 1 | $0 | $0 | View return |
| 2015 | First Person Care Clinic | 990 | Board Treasurer | 4 | $0 | $0 | View return |
| 2014 | Mcfarland Chamber of Commerce | 990EZ | Board Liaison | 1 | $0 | $0 | View return |
| 2014 | Friends of St. Nick Foundation Inc. | 990EZ | Director | 0 | $0 | - | View return |
| 2013 | Mcfarland Chamber of Commerce | 990EZ | Board Liaison | 1 | $0 | $0 | View return |