| 2024 | Texas Society of Certified Public Accountants | 990 | President & CEO | 26.75 | $457,005 | $0 | View return |
| 2024 | Accounting Education Foundation of the Texas Society of Cpas Inc. | 990 | Pres/CEO/Ed | 10 | $0 | $457,005 | View return |
| 2024 | CPA Society Executives Association | 990 | President | 1 | $0 | $0 | View return |
| 2023 | Texas Society of Certified Public Accountants | 990 | Pres/CEO/Ex-Off | 26.75 | $442,840 | $0 | View return |
| 2023 | Accounting Education Foundation of the Texas Society of Cpas Inc. | 990 | Pres/CEO/Ed | 10 | $0 | $442,840 | View return |
| 2023 | CPA Society Executives Association | 990 | President-Elect | 1 | $0 | $0 | View return |
| 2022 | Texas Society of Certified Public Accountants | 990 | Pres/CEO/Ex-Off | 26.75 | $433,122 | $0 | View return |
| 2022 | Accounting Education Foundation of the Texas Society of Cpas Inc. | 990 | Pres/CEO/Ed | 10 | $0 | $433,122 | View return |
| 2022 | Texas Society of Certified Public Accountants Cpe Foundation Inc | 990 | President & CEO | 7.5 | $0 | $399,522 | View return |
| 2022 | Texas Society of Association Executives | 990 | Chair | 5 | $0 | $0 | View return |
| 2022 | Texas Society of Certified Public Accountants Peer Assistance Foundation | 990EZ | President & CEO | 0.5 | $0 | - | View return |
| 2022 | CPA Society Executives Association | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Texas Society of Certified Public Accountants | 990 | President & CEO | 25 | $399,522 | $0 | View return |
| 2021 | Accounting Education Foundation of the Texas Society of Cpas Inc. | 990 | President & CEO | 3.5 | $0 | $399,522 | View return |
| 2021 | Texas Society of Certified Public Accountants Cpe Foundation Inc | 990 | President & CEO | 7.5 | $0 | $345,200 | View return |
| 2021 | Texas Society of Association Executives | 990 | Chair-Elect | 5 | $0 | $0 | View return |
| 2021 | Texas Society of Certified Public Accountants Peer Assistance Foundation | 990EZ | President & CEO | 0.5 | $0 | - | View return |
| 2021 | CPA Society Executives Association | 990EZ | Director | 1 | $0 | $0 | View return |
| 2020 | Texas Society of Certified Public Accountants | 990 | President & CEO | 25 | $345,200 | $0 | View return |
| 2020 | Accounting Education Foundation of the Texas Society of Cpas Inc. | 990 | President & CEO | 3.5 | $0 | $345,200 | View return |
| 2020 | Texas Society of Association Executives | 990 | Director | 5 | $0 | $0 | View return |
| 2019 | Accounting Education Foundation of the Texas Society of Cpas Inc. | 990 | President & CEO | 0.5 | $0 | $312,511 | View return |
| 2019 | Texas Society of Association Executives | 990 | Director | 5 | $0 | $0 | View return |
| 2018 | Texas Society of Certified Public Accountants | 990 | Dir/Pres/CEO | 37.5 | $322,590 | $0 | View return |
| 2018 | Texas Society of Certified Public Accountants Peer Assistance Foundation | 990EZ | Director | 0.5 | $0 | - | View return |
| 2018 | Texas Society of Certified Public Accountants Cpe Foundation Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2017 | Texas Society of Certified Public Accountants | 990 | Dir/Pres/CEO | 40 | $250,145 | $0 | View return |
| 2017 | Texas Society of Certified Public Accountants | 990 | Dir/Pres/CEO | 40 | $250,145 | $0 | View return |
| 2017 | Texas Society of Certified Public Accountants | 990 | Director | 0.5 | $0 | $0 | View return |
| 2017 | Texas Society of Certified Public Accountants Peer Assistance Foundation | 990EZ | Director | 0.5 | $0 | - | View return |
| 2017 | Texas Society of Certified Public Accountants | 990 | Director | 0.5 | $0 | $0 | View return |