| 2024 | Wings Over Memphis Inc. | 990 | Secretary/Tr | - | $0 | $0 | View return |
| 2024 | New Hope Housing Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Wings Over Memphis Inc. | 990 | Secretary/Tr | 5 | $0 | $0 | View return |
| 2023 | 360 Community Capital | 990 | Governor | 2 | $0 | $0 | View return |
| 2023 | New Hope Housing Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Wings Over Memphis Inc. | 990 | Secretary/Tr | 5 | $0 | $0 | View return |
| 2022 | 360 Community Capital | 990 | Governor | 2 | $0 | $0 | View return |
| 2022 | Bridge Housing Corporation | 990 | Director (Outgoing) | 1.8 | $0 | $0 | View return |
| 2022 | Shriners International | 990 | Potentate | 0.5 | $0 | $0 | View return |
| 2022 | Rajah Shriners Group Return | 990 | Cheif Rabban | - | $0 | $0 | View return |
| 2021 | Rajah Shriners Group Return | 990 | Cheif Rabban | - | $0 | $0 | View return |
| 2021 | Bridge Housing Corporation | 990 | Director | 1.8 | $0 | $0 | View return |
| 2021 | Shriners International | 990 | Chief Rabban | 0.5 | $0 | $0 | View return |
| 2020 | National Equity Fund Inc | 990 | Former President Emeritus | 0 | $333,900 | $0 | View return |
| 2020 | Oregon Corporation for Affordable Housing | 990 | Former President Emeritus | 0 | $0 | $333,900 | View return |
| 2020 | Nef Community Investments Inc | 990 | Former President Emeritus | 0 | $0 | $333,900 | View return |
| 2020 | New York Equity Fund Inc | 990 | Former President Emeritus | 0 | $0 | $333,900 | View return |
| 2020 | Rajah Shriners Group Return | 990 | Assistant Ra | 0 | $0 | $0 | View return |
| 2020 | All American Youth Football and Drill Team Association Inc | 990 | Vice President | 10 | $0 | $0 | View return |
| 2020 | Shriners International | 990 | Asisstant Ra | 0.5 | $0 | $0 | View return |
| 2020 | Bridge Housing Corporation | 990 | Director | 1.8 | $0 | $0 | View return |
| 2019 | National Equity Fund Inc | 990 | President Emeritus | 18 | $1,426,968 | $0 | View return |
| 2019 | Local Initiatives Support Corporation | 990 | Senior Vice President | 1 | $0 | $1,426,995 | View return |
| 2019 | New York Equity Fund Inc | 990 | President Emeritus | 2 | $0 | $1,426,968 | View return |
| 2019 | Oregon Corporation for Affordable Housing | 990 | President Emeritus | 2 | $0 | $1,426,968 | View return |
| 2019 | Nef Community Investments Inc | 990 | President Emeritus | 18 | $0 | $1,426,968 | View return |
| 2019 | Bridge Housing Corporation | 990 | Director | 1.8 | $0 | $0 | View return |
| 2019 | Wings Over Memphis Inc. | 990 | Director | 10 | $0 | $0 | View return |
| 2018 | National Equity Fund Inc | 990 | President & CEO (And Director) | 18 | $703,938 | $0 | View return |
| 2018 | Shriners International | 990 | Recorder | 20 | $5,720 | $0 | View return |
| 2018 | Local Initiatives Support Corporation | 990 | Senior Vice President | 1 | $0 | $703,938 | View return |
| 2018 | Nef Community Investments Inc | 990 | President & CEO (And Director) | 18 | $0 | $703,938 | View return |
| 2018 | Oregon Corporation for Affordable Housing | 990 | President & CEO | 2 | $0 | $703,938 | View return |
| 2018 | New York Equity Fund Inc | 990 | President & CEO (And Director) | 2 | $0 | $703,938 | View return |
| 2018 | Bridge Housing Corporation | 990 | Director | 1.8 | $0 | $0 | View return |
| 2018 | Wings Over Memphis Inc. | 990 | Director | 10 | $0 | $0 | View return |
| 2018 | Rajah Shriners Group Return | 990 | Recorder | 20 | $0 | $0 | View return |
| 2018 | Wings Over Memphis Inc. | 990 | Director | 10 | $0 | $0 | View return |
| 2017 | National Equity Fund Inc | 990 | President & CEO (And Director) | 18 | $615,306 | $0 | View return |
| 2017 | Local Initiatives Support Corporation | 990 | Senior Vice President | 1 | $0 | $615,306 | View return |
| 2017 | Nef Community Investments Inc | 990 | President & CEO (And Director) | 18 | $0 | $615,306 | View return |
| 2017 | New York Equity Fund Inc | 990 | President & CEO (And Director) | 2 | $0 | $615,306 | View return |
| 2017 | Oregon Corporation for Affordable Housing | 990 | President & CEO | 2 | $0 | $615,306 | View return |
| 2017 | Affordable Housing Tax Credit Coalition | 990 | President Emeritus | 1 | $0 | $0 | View return |
| 2017 | Bridge Housing Corporation | 990 | Director | 1.8 | $0 | $0 | View return |
| 2017 | Wings Over Memphis Inc. | 990 | Director | 10 | $0 | $0 | View return |
| 2016 | National Equity Fund Inc | 990 | President & CEO | 18 | $613,276 | $0 | View return |
| 2016 | Local Initiatives Support Corporation | 990 | Senior Vice President | 1 | $0 | $613,276 | View return |
| 2016 | Nef Community Investments Inc | 990 | President & CEO (And Director) | 18 | $0 | $613,276 | View return |
| 2016 | Oregon Corporation for Affordable Housing | 990 | President & CEO | 2 | $0 | $613,276 | View return |
| 2016 | New York Equity Fund Inc | 990 | President & CEO (And Director) | 2 | $0 | $613,276 | View return |
| 2016 | Bridge Housing Corporation | 990 | Director | 1.8 | $0 | $0 | View return |
| 2016 | Wings Over Memphis Inc. | 990 | Director | 10 | $0 | $0 | View return |
| 2016 | Magdalen College | 990 | Trustee | 2 | $0 | $0 | View return |
| 2015 | National Equity Fund Inc | 990 | President & CEO | 18 | $560,540 | $0 | View return |
| 2015 | Oregon Corporation for Affordable Housing | 990 | President & CEO | 2 | $0 | $560,540 | View return |
| 2015 | Local Initiatives Support Corporation | 990 | Senior Vice President | 1 | $0 | $560,540 | View return |
| 2015 | Nef Community Investments Inc | 990 | President & CEO (& Director) | 18 | $0 | $560,540 | View return |
| 2015 | New York Equity Fund Inc | 990 | President & CEO | 2 | $0 | $560,540 | View return |
| 2015 | Magdalen College | 990 | Trustee | 2 | $0 | $0 | View return |
| 2014 | National Equity Fund Inc | 990 | President & CEO (And Director) | 18 | $459,245 | $0 | View return |
| 2014 | Nef Community Investments Inc | 990 | President & CEO (And Director) | 18 | $0 | $459,245 | View return |
| 2014 | Local Initiatives Support Corporation | 990 | Senior Vice President | 1 | $0 | $459,245 | View return |
| 2014 | New York Equity Fund Inc | 990 | President & CEO | 2 | $0 | $459,245 | View return |
| 2014 | Oregon Corporation for Affordable Housing | 990 | President & CEO | 2 | $0 | $459,245 | View return |
| 2014 | Whitesville Community Credit Union | 990 | Secretary | 1 | $0 | $0 | View return |
| 2013 | National Equity Fund Inc | 990 | President & CEO | 18 | $611,236 | $0 | View return |
| 2013 | Oregon Corporation for Affordable Housing | 990 | President & CEO (And Director) | 2 | $0 | $611,236 | View return |
| 2013 | New York Equity Fund Inc | 990 | President & CEO (And Director) | 2 | $0 | $611,236 | View return |
| 2013 | Nef Community Investments Inc | 990 | President & CEO (And Director) | 18 | $0 | $611,236 | View return |
| 2013 | Whitesville Community Credit Union | 990 | Secretary | 1 | $0 | $0 | View return |
| 2013 | Magdalen College | 990 | Trustee | 2 | $0 | $0 | View return |