| 2024 | Local Initiatives Support Corporation | 990 | CEO - Broadstreet | 35 | $407,646 | $0 | View return |
| 2024 | Nef Community Investments Inc | 990 | Former SVP | 0 | $0 | $407,646 | View return |
| 2024 | National Equity Fund Inc | 990 | Former SVP | 0 | $0 | $407,646 | View return |
| 2024 | New York Equity Fund Inc | 990 | Former SVP | 0 | $0 | $407,646 | View return |
| 2023 | Local Initiatives Support Corporation | 990 | CEO - Broadstreet | 35 | $584,167 | $0 | View return |
| 2023 | New York Equity Fund Inc | 990 | Former SVP | 0 | $0 | $584,167 | View return |
| 2023 | Nef Community Investments Inc | 990 | Former SVP | 0 | $0 | $584,167 | View return |
| 2023 | National Equity Fund Inc | 990 | Former SVP | 0 | $0 | $584,167 | View return |
| 2022 | National Equity Fund Inc | 990 | Former SVP | 0 | $394,022 | $89,497 | View return |
| 2022 | Local Initiatives Support Corporation | 990 | Senior Vice President | 35 | $89,497 | $394,022 | View return |
| 2022 | Nef Community Investments Inc | 990 | Former SVP | 0 | $0 | $483,519 | View return |
| 2022 | New York Equity Fund Inc | 990 | Former SVP | 0 | $0 | $483,519 | View return |
| 2022 | Rotary International District 6800 | 990 | Dist Treasurer | 1 | $0 | $0 | View return |
| 2022 | Rotary Club of Memphis East | 990EZ | Treasurer | 0 | $0 | $0 | View return |
| 2022 | The Rotary Club of Memphis East Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2021 | National Equity Fund Inc | 990 | Former SVP | 0 | $609,179 | $0 | View return |
| 2021 | New York Equity Fund Inc | 990 | Former SVP | 0 | $0 | $609,179 | View return |
| 2021 | Nef Community Investments Inc | 990 | Former SVP | 0 | $0 | $609,179 | View return |
| 2021 | Local Initiatives Support Corporation | 990 | Senior Vice President - Nmsc | 1 | $0 | $609,179 | View return |
| 2021 | The Rotary Club of Memphis East Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2021 | Rotary International District 6800 | 990 | Dist Treasurer | 1 | $0 | $0 | View return |
| 2020 | National Equity Fund Inc | 990 | Former SVP | 0 | $539,662 | $0 | View return |
| 2020 | Local Initiatives Support Corporation | 990 | Senior Vice President | 1 | $0 | $539,662 | View return |
| 2020 | Nef Community Investments Inc | 990 | Former SVP | 0 | $0 | $539,662 | View return |
| 2020 | New York Equity Fund Inc | 990 | Former SVP | 0 | $0 | $539,662 | View return |
| 2020 | The Rotary Club of Memphis East Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2020 | Rotary Club of Memphis East | 990EZ | Treasurer | 0 | $0 | $0 | View return |
| 2020 | Interfraternity Council | 990EZ | President | 7 | $0 | - | View return |
| 2020 | Mortar Board - Barbara Cook Chapter | 990 | Secretary/Tr | 4 | $0 | $0 | View return |
| 2019 | National Equity Fund Inc | 990 | SVP | 2.7 | $434,999 | $0 | View return |
| 2019 | New York Equity Fund Inc | 990 | SVP | 0.6 | $0 | $434,999 | View return |
| 2019 | Local Initiatives Support Corporation | 990 | Senior Vice President | 1 | $0 | $434,999 | View return |
| 2019 | Nef Community Investments Inc | 990 | SVP | 2.7 | $0 | $434,999 | View return |
| 2018 | National Equity Fund Inc | 990 | SVP | 2.7 | $466,620 | $0 | View return |
| 2018 | Local Initiatives Support Corporation | 990 | Senior Vice President | 1 | $0 | $466,732 | View return |
| 2018 | Nef Community Investments Inc | 990 | SVP | 2.7 | $0 | $466,620 | View return |
| 2018 | New York Equity Fund Inc | 990 | SVP | 0.6 | $0 | $466,620 | View return |
| 2018 | Ascendus Inc Fka Accion East Inc | 990 | Director (Outgoing) | 1 | $0 | $0 | View return |
| 2017 | National Equity Fund Inc | 990 | SVP | 2.7 | $443,834 | $0 | View return |
| 2017 | Local Initiatives Support Corporation | 990 | Senior Vice President | 1 | $0 | $443,553 | View return |
| 2017 | Nef Community Investments Inc | 990 | SVP | 2.7 | $0 | $443,834 | View return |
| 2017 | New York Equity Fund Inc | 990 | SVP | 0.6 | $0 | $443,834 | View return |
| 2017 | Ascendus Inc Fka Accion East Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | National Equity Fund Inc | 990 | SVP | 2.7 | $401,146 | $0 | View return |
| 2016 | Local Initiatives Support Corporation | 990 | Senior Vice President | 1 | $0 | $401,146 | View return |
| 2016 | Nef Community Investments Inc | 990 | SVP | 2.7 | $0 | $401,146 | View return |
| 2016 | New York Equity Fund Inc | 990 | SVP | 0.6 | $0 | $401,146 | View return |
| 2016 | Ascendus Inc Fka Accion East Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | National Equity Fund Inc | 990 | SVP | 2.7 | $377,660 | $0 | View return |
| 2015 | Local Initiatives Support Corporation | 990 | Senior Vice President | 1 | $0 | $377,660 | View return |
| 2015 | Nef Community Investments Inc | 990 | SVP | 1.8 | $0 | $377,660 | View return |
| 2015 | New York Equity Fund Inc | 990 | SVP | 4.4 | $0 | $377,660 | View return |
| 2015 | Ascendus Inc Fka Accion East Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | National Equity Fund Inc | 990 | SVP | 3.6 | $358,366 | $0 | View return |
| 2014 | Nef Community Investments Inc | 990 | SVP | 3.6 | $0 | $358,366 | View return |
| 2014 | Local Initiatives Support Corporation | 990 | Senior Vice President | 1 | $0 | $358,366 | View return |
| 2014 | New York Equity Fund Inc | 990 | SVP | 0.8 | $0 | $358,366 | View return |
| 2013 | National Equity Fund Inc | 990 | SVP | 3.6 | $355,553 | $0 | View return |
| 2013 | New York Equity Fund Inc | 990 | SVP | 0.8 | $0 | $355,553 | View return |
| 2013 | Nef Community Investments Inc | 990 | SVP | 3.6 | $0 | $355,553 | View return |