| 2024 | Shady Lake Park Property Owners Association | 990EZ | Trustee | 0 | $0 | $0 | View return |
| 2024 | Young Mens Christian Association of the Palm Beaches Inc. | 990 | Director | 1.5 | $0 | $0 | View return |
| 2024 | Cuna Mutual Group Foundation Inc | 990PF | Director (Start 05/24) | 1 | $0 | $0 | View return |
| 2024 | Rotary International | 990EZ | Past President | 5 | $0 | $0 | View return |
| 2024 | Frederick S Yaffe Foundation | 990PF | Treasurer/Di | 0 | $0 | $0 | View return |
| 2024 | Porchlight Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Congregate Living Opportunities Inc | 990EZ | Director | 0 | $0 | $0 | View return |
| 2024 | Houston Symphony Society | 990 | Governing Director | 4 | $0 | $0 | View return |
| 2024 | Porchlight Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Young Mens Christian Association of the Palm Beaches Inc. | 990 | Director | 1.5 | $0 | $0 | View return |
| 2023 | Connected Credit Union | 990 | Chairman Thru May | 0 | $0 | $0 | View return |
| 2023 | Porchlight Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Shady Lake Park Property Owners Association | 990EZ | Trustee | 0 | $0 | $0 | View return |
| 2023 | Rotary International | 990EZ | President | 10 | $0 | $0 | View return |
| 2023 | Society of Industrial and Office | 990 | Vice President | 0.5 | $0 | $0 | View return |
| 2023 | Frederick S Yaffe Foundation | 990PF | Treasurer/Di | 0 | $0 | $0 | View return |
| 2023 | Congregate Living Opportunities Inc | 990EZ | Director | 0 | $0 | $0 | View return |
| 2023 | Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2023 | The Printing Industry of the Carolinas Inc | 990 | Immediate Past Chairman | - | $0 | $0 | View return |
| 2023 | Foundation for Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2023 | Joe Joe Bear Foundation | 990EZ | Director | 1 | $0 | $0 | View return |
| 2023 | Crossroads Trails Educational Cente | 990EZ | Director | 0 | $0 | $0 | View return |
| 2023 | Porchlight Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Yuba College Foundation Yuba Community College Dis Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Houston Symphony Society | 990 | Governing Director | 2 | $0 | $0 | View return |
| 2022 | Credit Unions in the State of California Sierra Central Credit Union | 990 | Former CEO | 40 | $174,065 | $0 | View return |
| 2022 | Young Mens Christian Association of the Palm Beaches Inc. | 990 | Director | 1.5 | $0 | $0 | View return |
| 2022 | Society of Industrial and Office | 990 | Secretary | 0.5 | $0 | $0 | View return |
| 2022 | Connected Credit Union | 990 | Chairman | 0 | $0 | $0 | View return |
| 2022 | Environmental Traveling Companions | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Second Advent Foundation | 990PF | President | 0 | $0 | - | View return |
| 2022 | The Printing Industry of the Carolinas Inc | 990 | Chairman Of The Board | 0 | $0 | $0 | View return |
| 2022 | United Way for Southeastern Michigan | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Frederick S Yaffe Foundation | 990PF | Treasurer/Di | 0 | $0 | $0 | View return |
| 2022 | Joe Joe Bear Foundation | 990EZ | Director | 1 | $0 | $0 | View return |
| 2022 | Porchlight Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Congregate Living Opportunities Inc | 990EZ | Director | 0 | $0 | $0 | View return |
| 2022 | Ohio Invention League Inc. | 990EZ | Director | 1 | $0 | - | View return |
| 2022 | Yuba College Foundation Yuba Community College Dis Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2022 | Porchlight Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | United Way for Southeastern Michigan | 990 | Director - Part Year | 1 | $0 | $0 | View return |
| 2022 | Crossroads Trails Educational Cente | 990EZ | Director | 0 | $0 | $0 | View return |
| 2022 | Foundation for Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2021 | Credit Unions in the State of California Sierra Central Credit Union | 990 | CEO | 40 | $502,825 | $0 | View return |
| 2021 | Connected Credit Union | 990 | Chairman | 0 | $0 | $0 | View return |
| 2021 | The Printing Industry of the Carolinas Inc | 990 | Chairman Elect | 0 | $0 | $0 | View return |
| 2021 | Second Advent Foundation | 990PF | President | 0 | $0 | - | View return |
| 2021 | Foundation for Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2021 | Joe Joe Bear Foundation | 990EZ | Director | 1 | $0 | $0 | View return |
| 2021 | Environmental Traveling Companions | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | Young Mens Christian Association of the Palm Beaches Inc. | 990 | Director | 1.5 | $0 | $0 | View return |
| 2021 | California Credit Union League | 990 | Exec. Director/Past Chair | 1 | $0 | $0 | View return |
| 2021 | Special Olympics Kansas Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2021 | Sheltered Living Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Rescuecalifornia Education Foundation Inc - Co John H Cox | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Porchlight Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Richard Bennett Parent Teacher Association | 990EZ | Treasurer | 5 | $0 | $0 | View return |
| 2021 | Frederick S Yaffe Foundation | 990PF | Treasurer/Di | 1 | $0 | $0 | View return |
| 2021 | Congregate Living Opportunities Inc | 990EZ | Director | 0 | $0 | $0 | View return |
| 2021 | Ohio Invention League Inc. | 990EZ | Director | 1 | $0 | - | View return |
| 2021 | Butterfield Country Club | 990 | President | 5 | $0 | $0 | View return |
| 2021 | United Way for Southeastern Michigan | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Yuba College Foundation Yuba Community College Dis Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Credit Unions in the State of California Sierra Central Credit Union | 990 | CEO | 40 | $553,163 | $0 | View return |
| 2020 | Penngift Foundation Inc. | 990 | Treasurer; Managing Direct | 30 | $54,750 | $0 | View return |
| 2020 | Special Olympics Kansas Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2020 | Avalon at Spring Green Comm Assn | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2020 | The Printing Industry of the Carolinas Inc | 990 | Vicecharman For Sc | 0 | $0 | $0 | View return |
| 2020 | Rescuecalifornia Education Foundation Inc - Co John H Cox | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Second Advent Foundation | 990PF | President | 4 | $0 | - | View return |
| 2020 | Environmental Traveling Companions | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | California Credit Union League | 990 | Exec. Director/Chairman | 1 | $0 | $0 | View return |
| 2020 | Foundation for Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2020 | Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2020 | Frederick S Yaffe Foundation | 990PF | Treasurer/Director | 1 | $0 | $0 | View return |
| 2020 | Young Mens Christian Association of the Palm Beaches Inc. | 990 | Director | 1.5 | $0 | $0 | View return |
| 2020 | Congregate Living Opportunities Inc | 990EZ | Director | 0 | $0 | $0 | View return |
| 2020 | Porchlight Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Richard Bennett Parent Teacher Association | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2020 | Butterfield Country Club | 990 | President | 5 | $0 | $0 | View return |
| 2020 | Yuba College Foundation Yuba Community College Dis Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Global Credit Union Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2020 | Ohio Invention League Inc. | 990EZ | Director | 0 | $0 | - | View return |
| 2020 | Connected Credit Union | 990 | Vice Chairman | 0 | $0 | $0 | View return |
| 2020 | PTA California Congress of Parents Teachers & Students Inc | 990EZ | Membership | 0 | $0 | $0 | View return |
| 2019 | Credit Unions in the State of California Sierra Central Credit Union | 990 | CEO | 40 | $536,449 | $0 | View return |
| 2019 | Penngift Foundation Inc. | 990 | Treasurer; Managing Director | 30 | $54,014 | $0 | View return |
| 2019 | Avalon at Spring Green Comm Assn | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2019 | The John Cassidy Jr Foundation | 990PF | Trustee | 1 | $0 | - | View return |
| 2019 | Richard Bennett Parent Teacher Association | 990EZ | Treasurer | 5 | $0 | $0 | View return |
| 2019 | California Credit Union League | 990 | Exec. Director/Chairman | 1 | $0 | $0 | View return |
| 2019 | Special Olympics Kansas Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2019 | Frederick S Yaffe Foundation | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2019 | Richard Bennett Parent Teacher Association | 990EZ | Treasurer | 5 | $0 | $0 | View return |
| 2019 | Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2019 | Environmental Traveling Companions | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | Young Mens Christian Association of the Palm Beaches Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Porchlight Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | California Credit Union League | 990 | Exec. Director/Chairman | 1 | $0 | $0 | View return |
| 2019 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2019 | Bristol Rotary Scholarship Fund Inc. | 990PF | Director | 1 | $0 | $0 | View return |
| 2019 | The Printing Industry of the Carolinas Inc | 990 | Vicecharman For Sc | 0 | $0 | $0 | View return |
| 2019 | Congregate Living Opportunities Inc | 990EZ | Director | 0 | $0 | $0 | View return |
| 2019 | Foundation for Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2019 | Butterfield Country Club | 990 | Vice President | 5 | $0 | $0 | View return |
| 2019 | United Way for Southeastern Michigan | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Yuba College Foundation Yuba Community College Dis Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Global Credit Union Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2018 | Credit Unions in the State of California Sierra Central Credit Union | 990 | CEO | 40 | $518,415 | $0 | View return |
| 2018 | Penngift Foundation Inc. | 990 | Treasurer; Managing Direct | 30 | $42,000 | $0 | View return |
| 2018 | Frederick S Yaffe Foundation | 990PF | Treasurer | 5 | $6,000 | $0 | View return |
| 2018 | Foundation for Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2018 | Special Olympics Kansas Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2018 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2018 | Congregate Living Opportunities Inc | 990EZ | Director | 0 | $0 | $0 | View return |
| 2018 | Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2018 | Young Mens Christian Association of the Palm Beaches Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | The Printing Industry of the Carolinas Inc | 990 | Vicecharman For Sc | 0 | $0 | $0 | View return |
| 2018 | Richard Bennett Parent Teacher Association | 990EZ | Treasurer | 5 | $0 | $0 | View return |
| 2018 | Cassidy Family Charitable Foundation | 990PF | Trustee | 0 | $0 | - | View return |
| 2018 | Conshohocken Boccista Club | 990 | Trustee | 4 | $0 | $0 | View return |
| 2018 | The John Cassidy Jr Foundation | 990PF | Trustee | 1 | $0 | - | View return |
| 2018 | Environmental Traveling Companions | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | California Credit Union League | 990 | Exec. Director/Vice Chair | 1 | $0 | $0 | View return |
| 2018 | United Way for Southeastern Michigan | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Global Credit Union Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2018 | Yuba College Foundation Yuba Community College Dis Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Butterfield Country Club | 990 | Vice President | 5 | $0 | $0 | View return |
| 2017 | Credit Unions in the State of California Sierra Central Credit Union | 990 | CEO | 40 | $492,716 | $0 | View return |
| 2017 | Penngift Foundation Inc. | 990 | Treasurer; Managing Direct | 30 | $42,000 | $0 | View return |
| 2017 | Frederick S Yaffe Foundation | 990PF | Treasurer | 5 | $6,000 | $0 | View return |
| 2017 | Young Mens Christian Association of the Palm Beaches Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Cassidy Family Charitable Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2017 | Environmental Traveling Companions | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | The Printing Industry of the Carolinas Inc | 990 | Director At Large Sc | 0 | $0 | $0 | View return |
| 2017 | The John Cassidy Jr Foundation | 990PF | Trustee | 1 | $0 | - | View return |
| 2017 | Special Olympics Kansas Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2017 | California Credit Union League | 990 | Exec. Director/Vice Chair | 1 | $0 | $0 | View return |
| 2017 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2017 | Richard Bennett Parent Teacher Association | 990EZ | 0 | 10 | $0 | $0 | View return |
| 2017 | Oklahoma Association of Realtors | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | Congregate Living Opportunities Inc | 990EZ | Director | 0 | $0 | $0 | View return |
| 2017 | Butterfield Country Club | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2017 | Global Credit Union Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2017 | Foundation for Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2017 | Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2017 | Yuba College Foundation Yuba Community College Dis Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Butterfield Country Club | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2016 | Credit Unions in the State of California Sierra Central Credit Union | 990 | CEO | 40 | $486,857 | $0 | View return |
| 2016 | Penngift Foundation Inc. | 990 | Treasurer; Managing Direct | 30 | $42,000 | $0 | View return |
| 2016 | Frederick S Yaffe Foundation | 990PF | Treasurer | 5 | $10,000 | $0 | View return |
| 2016 | Young Mens Christian Association of the Palm Beaches Inc. | 990 | Director | 0.46 | $0 | $0 | View return |
| 2016 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2016 | Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2016 | Oklahoma Association of Realtors | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | Special Olympics Kansas Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2016 | California Credit Union League | 990 | Exec. Director | 1 | $0 | $0 | View return |
| 2016 | Benevolent & Protective Order of the Elk of the USA | 990 | Chaplain | 2 | $0 | $0 | View return |
| 2016 | The John Cassidy Jr Foundation | 990PF | Trustee | 1 | $0 | - | View return |
| 2016 | Cassidy Family Charitable Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2016 | Environmental Traveling Companions | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Butterfield Country Club | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2016 | Congregate Living Opportunities Inc | 990EZ | Director | 0 | $0 | $0 | View return |
| 2016 | Foundation for Sheltered Living Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2016 | Global Credit Union Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2016 | Peach Tree Golf & Country Club | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | Yuba College Foundation Yuba Community College Dis Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Credit Unions in the State of California Sierra Central Credit Union | 990 | CEO | 40 | $454,378 | $0 | View return |
| 2015 | Penngift Foundation Inc. | 990 | Treasurer; Managing Direct | 30 | $40,500 | $0 | View return |
| 2015 | Frederick S Yaffe Foundation | 990PF | Treasurer | 5 | $10,000 | $0 | View return |
| 2015 | Cassidy Family Charitable Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2015 | Environmental Traveling Companions | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Cincinnati Center City Development Corporation | 990 | Board Member (Thru 2/2015) | 5 | $0 | $0 | View return |
| 2015 | California Credit Union League | 990 | Director | 0.5 | $0 | $0 | View return |
| 2015 | Resource Area for Teaching | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | The John Cassidy Jr Foundation | 990PF | Trustee | 1 | $0 | - | View return |
| 2015 | Special Olympics Kansas Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2015 | Butterfield Country Club | 990 | Director | 5 | $0 | $0 | View return |
| 2015 | Richard Myles Johnson Foundation | 990 | Director | 0.5 | $0 | $0 | View return |
| 2015 | Global Credit Union Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2015 | Yuba College Foundation Yuba Community College Dis Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Peach Tree Golf & Country Club | 990 | Director | 2 | $0 | $0 | View return |
| 2014 | Credit Unions in the State of California Sierra Central Credit Union | 990 | CEO | 40 | $490,747 | $0 | View return |
| 2014 | La Familia Medical Center | 990 | CEO | 40 | $62,056 | $0 | View return |
| 2014 | Penngift Foundation Inc. | 990 | Treasurer; Managing Direct | 30 | $36,000 | $0 | View return |
| 2014 | Frederick S Yaffe Foundation | 990PF | Treasurer | 5 | $10,000 | $0 | View return |
| 2014 | Ottawa University | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | Foundation for Sheltered Living Inc. | 990 | Board Chair | 0 | $0 | $0 | View return |
| 2014 | Resource Area for Teaching | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Special Olympics Kansas Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2014 | Cincinnati Business Committee | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Cassidy Family Charitable Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2014 | Cincinnati Center City Development Corporation | 990 | Board Member | 5 | $0 | $0 | View return |
| 2014 | Butterfield Country Club | 990 | Director | 5 | $0 | $0 | View return |
| 2014 | The John Cassidy Jr Foundation | 990PF | Trustee | 1 | $0 | - | View return |
| 2014 | Yuba College Foundation Yuba Community College Dis Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Peach Tree Golf & Country Club | 990 | President | 5 | $0 | $0 | View return |
| 2013 | Credit Unions in the State of California Sierra Central Credit Union | 990 | CEO | 40 | $485,974 | $0 | View return |
| 2013 | La Familia Medical Center | 990 | CEO | 40 | $140,102 | $0 | View return |
| 2013 | Penngift Foundation Inc. | 990 | Treasurer; Managing Direct | 30 | $36,000 | $0 | View return |
| 2013 | Frederick S Yaffe Foundation | 990PF | Treasurer | 5 | $10,000 | $0 | View return |
| 2013 | Special Olympics Kansas Inc. | 990 | Board Member | 2 | $0 | $0 | View return |
| 2013 | Resource Area for Teaching | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Young Mens Christian Association of the Palm Beaches Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Butterfield Country Club | 990 | Director | 5 | $0 | $0 | View return |
| 2013 | Cincinnati Center City Development Corporation | 990 | Board Member | 5 | $0 | $0 | View return |
| 2013 | Cincinnati Business Committee | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | The John Cassidy Jr Foundation | 990PF | Trustee | 1 | $0 | - | View return |
| 2013 | Yuba College Foundation Yuba Community College Dis Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Peach Tree Golf & Country Club | 990 | President | 5 | $0 | $0 | View return |
| 2013 | Communities in Schools of New Mexico | 990 | Treasurer | 3 | $0 | $0 | View return |
| 2013 | St. Francis of Assisi Residences at Braintree III Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2012 | Frederick S Yaffe Foundation | 990PF | Treasurer | 5 | $10,000 | $0 | View return |
| 2012 | The John Cassidy Jr Foundation | 990PF | Trustee | 1 | $0 | - | View return |
| 2011 | Frederick S Yaffe Foundation | 990PF | Treasurer | 5 | $10,000 | $0 | View return |
| 2011 | The John Cassidy Jr Foundation | 990PF | Trustee | 1 | $0 | - | View return |
| 2010 | Frederick S Yaffe Foundation | 990PF | Treasurer | 5 | $10,000 | $0 | View return |