| 2024 | National Credit Union Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2024 | America'S Credit Union Museum Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2023 | National Credit Union Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2023 | America'S Credit Union Museum Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2022 | Credit Union National Association Inc | 990 | President/CEO | 40 | $2,111,037 | $0 | View return |
| 2022 | America'S Credit Union Museum Foundation | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2022 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | National Credit Union Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2021 | Credit Union National Association Inc | 990 | President/CEO | 40 | $1,798,518 | $0 | View return |
| 2021 | National Credit Union Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2021 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | America'S Credit Union Museum Foundation | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2020 | Credit Union National Association Inc | 990 | President/CEO | 40 | $2,499,221 | $0 | View return |
| 2020 | National Credit Union Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2020 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | America'S Credit Union Museum Foundation | 990PF | Ex Officio Director | 0.25 | $0 | $0 | View return |
| 2019 | Credit Union National Association Inc | 990 | President/CEO | 40 | $1,302,523 | $0 | View return |
| 2019 | National Credit Union Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2019 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | America'S Credit Union Museum Foundation | 990PF | Ex Officio Director | 0.25 | $0 | $0 | View return |
| 2018 | Credit Union National Association Inc | 990 | President/CEO | 40 | $1,503,210 | $0 | View return |
| 2018 | Filene Research Institute Inc. | 990 | Secretary | 1 | $0 | $0 | View return |
| 2018 | National Credit Union Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2018 | America'S Credit Union Museum Foundation | 990PF | Ex Officio Director | 0.25 | $0 | $0 | View return |
| 2018 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Credit Union National Association Inc | 990 | President/CEO | 40 | $1,268,858 | $0 | View return |
| 2017 | Filene Research Institute Inc. | 990 | Secretary | 1 | $0 | $0 | View return |
| 2017 | America'S Credit Union Museum Foundation | 990PF | Ex Officio Director | 0.25 | $0 | $0 | View return |
| 2017 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | National Credit Union Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Credit Union National Association Inc | 990 | President/CEO | 40 | $1,175,193 | $0 | View return |
| 2016 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | America'S Credit Union Museum Foundation | 990PF | Director | 0.25 | $0 | $0 | View return |
| 2016 | Filene Research Institute Inc. | 990 | Secretary | 1 | $0 | $0 | View return |
| 2016 | National Credit Union Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Credit Union National Association Inc | 990 | President/CEO | 40 | $1,056,113 | $0 | View return |
| 2015 | America'S Credit Union Museum Foundation | 990PF | Ex Officio Director | 0.25 | $0 | $0 | View return |
| 2015 | Filene Research Institute Inc. | 990 | Secretary | 1 | $0 | $0 | View return |
| 2015 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | National Credit Union Foundation Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2015 | National Action and Response Program | 990 | Director | 0.5 | $0 | $0 | View return |
| 2014 | Credit Union National Association Inc | 990 | President (Effective 9/22/14) | 40 | $214,521 | $0 | View return |
| 2014 | National Credit Union Foundation Inc. | 990 | President (Effective 9/22/14) | 1 | $0 | $0 | View return |
| 2014 | Committee for a Responsible Federal Budget | 990 | Co-Chair | 1 | $0 | $0 | View return |
| 2014 | America'S Credit Union Museum Foundation | 990PF | Ex Officio Director | 0.25 | $0 | $0 | View return |
| 2014 | Fix the Debt Coalition Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | National Down Syndrome Society | 990 | Board Member | 0.7 | $0 | $0 | View return |
| 2013 | National Down Syndrome Society | 990 | Board Member | 0.7 | $0 | $0 | View return |