| 2024 | International Association of Lions Clubs | 990EZ | District Treasurer | 3 | $0 | $0 | View return |
| 2024 | The Marshall Education Trust Fund | 990PF | President | 1 | $0 | $0 | View return |
| 2024 | Lois and Leanore Linn Charitable Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2023 | International Association of Lions Clubs | 990EZ | District Treasurer | 3 | $0 | $0 | View return |
| 2023 | The Marshall Education Trust Fund | 990PF | President | 1 | $0 | $0 | View return |
| 2023 | Lincoln W Pavey Educational Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2023 | Lois and Leanore Linn Charitable Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2022 | Lois and Leanore Linn Charitable Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2022 | Lincoln W Pavey Educational Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2022 | The Marshall Education Trust Fund | 990PF | President | 1 | $0 | $0 | View return |
| 2022 | Knights of Columbus Holy Spirit Council 10653 | 990EZ | Advocate | 1 | $0 | - | View return |
| 2021 | The Marshall Education Trust Fund | 990PF | President | 1 | $80 | $0 | View return |
| 2021 | Burnsides Community Health Center | 990EZ | Director | 0 | $0 | $0 | View return |
| 2021 | Lincoln W Pavey Educational Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2021 | Lois and Leanore Linn Charitable Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2020 | Ventura County Credit Union | 990 | Former President/CEO | 40 | $1,200,228 | $0 | View return |
| 2020 | Lois and Leanore Linn Charitable Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2020 | Lincoln W Pavey Educational Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2020 | The Marshall Education Trust Fund | 990PF | President | 1 | $0 | $0 | View return |
| 2020 | Burnsides Community Health Center | 990 | Director | 0 | $0 | $0 | View return |
| 2019 | Ventura County Credit Union | 990 | President/CEO | 45 | $991,494 | $0 | View return |
| 2019 | Lincoln W Pavey Educational Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2019 | The Marshall Education Trust Fund | 990PF | President | 1 | $0 | $0 | View return |
| 2018 | Ventura County Credit Union | 990 | President/CEO | 45 | $1,053,549 | $0 | View return |
| 2018 | The Marshall Education Trust Fund | 990PF | President | 1 | $160 | $0 | View return |
| 2018 | Sigma Chi Fra-Zeta Psi | 990 | Treasurer | 10 | $0 | $0 | View return |
| 2017 | Ventura County Credit Union | 990 | President/CEO | 45 | $476,028 | $0 | View return |
| 2016 | Ventura County Credit Union | 990 | President/CEO | 45 | $458,707 | $0 | View return |
| 2015 | Ventura County Credit Union | 990 | President/CEO | 45 | $535,256 | $0 | View return |
| 2015 | Cosmopolitan International | 990EZ | President Elect | 2 | $0 | - | View return |
| 2014 | Ventura County Credit Union | 990 | CEO & President | 45 | $479,568 | $0 | View return |
| 2014 | Cosmopolitan International | 990EZ | President Elect | 2 | $0 | - | View return |
| 2014 | The Full Life Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Ventura County Credit Union | 990 | CEO & President | 45 | $368,103 | $0 | View return |
| 2013 | The Full Life Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Cosmopolitan International | 990EZ | President Elect | 0 | $0 | - | View return |