| 2024 | Investment Adviser Association | 990 | President & CEO | 40 | $511,333 | $0 | View return |
| 2024 | Biblical Studies Released Time Inc. | 990EZ | Board Member | 0 | $0 | $0 | View return |
| 2024 | Village Park Recreation Club No 3 | 990 | Vice President | 4 | $0 | $0 | View return |
| 2024 | Direct Mail Fund Raisers Assoc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2023 | Investment Adviser Association | 990 | President & CEO | 40 | $496,546 | $0 | View return |
| 2023 | Island Liaison Inc. | 990EZ | Director | 2 | $0 | $0 | View return |
| 2023 | Direct Mail Fund Raisers Assoc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Investment Adviser Association | 990 | President & CEO | 40 | $484,314 | $0 | View return |
| 2022 | Investment Adviser Association | 990 | President & CEO | 40 | $484,314 | $0 | View return |
| 2022 | Investment Adviser Association | 990 | President & CEO | 40 | $484,314 | $0 | View return |
| 2022 | Direct Mail Fund Raisers Assoc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | Investment Adviser Association | 990 | President & CEO | 40 | $485,384 | $0 | View return |
| 2021 | Investment Adviser Association | 990 | President & CEO | 40 | $485,384 | $0 | View return |
| 2021 | Direct Mail Fund Raisers Assoc | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2021 | Biblical Studies Released Time Inc. | 990EZ | Board Member | 0 | $0 | $0 | View return |
| 2020 | Investment Adviser Association | 990 | President & CEO | 40 | $468,610 | $0 | View return |
| 2020 | Direct Mail Fund Raisers Assoc | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2020 | Biblical Studies Released Time Inc. | 990EZ | Board Member | 0 | $0 | $0 | View return |
| 2020 | Raising Special Kids Inc | 990 | Director Thru 11/13/2020 | 1 | $0 | $0 | View return |
| 2019 | Investment Adviser Association | 990 | President & CEO | 50 | $439,336 | $0 | View return |
| 2019 | Biblical Studies Released Time Inc. | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2019 | Direct Mail Fund Raisers Assoc | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2019 | Raising Special Kids Inc | 990 | Secretary | 1 | $0 | $0 | View return |
| 2018 | Investment Adviser Association | 990 | President & CEO | 50 | $419,285 | $0 | View return |
| 2018 | Biblical Studies Released Time Inc. | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2018 | Raising Special Kids Inc | 990 | Secretary | 1 | $0 | $0 | View return |
| 2017 | Investment Adviser Association | 990 | President & CEO | 50 | $408,098 | $0 | View return |
| 2017 | Raising Special Kids Inc | 990 | Secretary As Of 4/2018 | 1 | $0 | $0 | View return |
| 2017 | Raising Special Kids Inc | 990 | Secretary As Of 4/2018 | 1 | $0 | $0 | View return |
| 2016 | Investment Adviser Association | 990 | President & CEO | 50 | $396,480 | $0 | View return |
| 2016 | Raising Special Kids Inc | 990 | Director | 0.5 | $0 | $0 | View return |
| 2016 | The Hebrew Day School of Broward County DBA the David Posnack Hebrew Day School | 990 | Finance Chair | 5 | $0 | $0 | View return |
| 2015 | Investment Adviser Association | 990 | President & CEO | 50 | $383,677 | $0 | View return |
| 2015 | Connecticut Fund for the Environment | 990 | Director Of Grants | 40 | $109,852 | $0 | View return |
| 2015 | The Hebrew Day School of Broward County DBA the David Posnack Hebrew Day School | 990 | Finance Chair | 5 | $0 | $0 | View return |
| 2015 | Raising Special Kids Inc | 990 | Director | 0.06 | $0 | $0 | View return |
| 2014 | Investment Adviser Association | 990 | President & CEO | 50 | $308,932 | $0 | View return |
| 2014 | Friends of the Jefferson Public Library | 990EZ | Vice President | 6 | $0 | - | View return |
| 2014 | Gay Lesbian and Affirming Disciples Alliance | 990EZ | Moderator | 3 | $0 | $0 | View return |
| 2014 | The Hebrew Day School of Broward County DBA the David Posnack Hebrew Day School | 990 | Finance Chair | 5 | $0 | $0 | View return |
| 2014 | Slater Family Network Foundation Inc | 990 | Board Member | 2 | $0 | $0 | View return |
| 2013 | Investment Adviser Association | 990 | Secretary, General Counsel | 51 | $290,456 | $0 | View return |
| 2013 | MID-Ohio District Nurses Association | 990EZ | 1st Vice President | 1 | $0 | $0 | View return |
| 2013 | The Hebrew Day School of Broward County DBA the David Posnack Hebrew Day School | 990 | Finance Chair | 5 | $0 | $0 | View return |
| 2013 | St Mary'S Hospital Foundation | 990 | Board Member | 1 | $0 | $0 | View return |