| 2024 | Oakwood Village University Woods Apartments Inc. | 990 | Chair | 2 | $0 | $0 | View return |
| 2024 | Oakwood Village Prairie Ridge Homes Inc. | 990 | Chair | 2 | $0 | $0 | View return |
| 2024 | Oakwood Village University Woods Homes Inc | 990 | Chair | 2 | $0 | $0 | View return |
| 2024 | Sher Le Mon Swim Club Inc | 990 | Secretary | 1 | $0 | $0 | View return |
| 2024 | Young Mens Christian Association of Greater Boston Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2024 | Family Service Madison Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Madison West Towne - Middleton Rotary Foundation Inc | 990EZ | Director | 5 | $0 | - | View return |
| 2024 | Volney Volunteer Fire Corporation | 990 | Chief | 1 | $0 | $0 | View return |
| 2024 | Saint David'S School | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | Oakwood Village University Woods Homes Inc | 990 | Interim CEO (Through Oct) | 10 | $124,712 | $0 | View return |
| 2023 | Oakwood Village University Woods Apartments Inc. | 990 | Interim CEO (Through Oct) | 9 | $0 | $124,712 | View return |
| 2023 | Oakwood Village Prairie Ridge Homes Inc. | 990 | Interim CEO (Through Oct) | 10 | $0 | $124,712 | View return |
| 2023 | Oakwood Village Prairie Ridge Apartments Inc. | 990 | Interim CEO (Through Oct) | 9 | $0 | $124,712 | View return |
| 2023 | Oakwood Foundation Inc. | 990 | Interim CEO (Through Oct) | 2 | $0 | $124,712 | View return |
| 2023 | Edgewood College Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2023 | Young Mens Christian Association of Greater Boston Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2023 | Camillus Youth Hockey Association Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2023 | Family Service Madison Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Volney Volunteer Fire Corporation | 990 | Chief | 1 | $0 | $0 | View return |
| 2023 | Austin Music Foundation Inc. | 990EZ | Director | 1 | $0 | - | View return |
| 2023 | Madison West Towne - Middleton Rotary Foundation Inc | 990EZ | Past Preside | 8 | $0 | - | View return |
| 2023 | Agebetter Inc. | 990 | Interim Dire | 1 | $0 | $0 | View return |
| 2023 | Saint David'S School | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | Friends of Youth Opportunity Boston Inc. | 990 | Chairman | 4 | $0 | $0 | View return |
| 2022 | Patelco Credit Union | 990 | Ext. Home Loan Cons | 40 | $610,299 | $0 | View return |
| 2022 | Austin Music Foundation Inc. | 990EZ | Director | 1 | $0 | - | View return |
| 2022 | Young Mens Christian Association of Greater Boston Inc. | 990 | Board Member (As Of 1/22) | 1 | $0 | $0 | View return |
| 2022 | Family Service Madison Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Madison West Towne - Middleton Rotary Foundation Inc | 990EZ | President | 10 | $0 | - | View return |
| 2022 | Edgewood College Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Volney Volunteer Fire Corporation | 990 | Directorfirst Assistant Chie | 1 | $0 | $0 | View return |
| 2022 | Camillus Youth Hockey Association Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2022 | Saint David'S School | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | Friends of Youth Opportunity Boston Inc. | 990 | Chairman | 4 | $0 | $0 | View return |
| 2021 | Patelco Credit Union | 990 | Investment Sales | 40 | $489,686 | $0 | View return |
| 2021 | Edgewood College Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | Camillus Youth Hockey Association Inc. | 990EZ | Director | 0 | $0 | $0 | View return |
| 2021 | Austin Music Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Volney Volunteer Fire Corporation | 990 | Directorfirst Assistant Chie | 1 | $0 | $0 | View return |
| 2021 | Family Service Madison Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Friends of Youth Opportunity Boston Inc. | 990 | Chairman | 4 | $0 | $0 | View return |
| 2021 | Saint David'S School | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Madison West Towne - Middleton Rotary Foundation Inc | 990EZ | Vice Preside | 8 | $0 | - | View return |
| 2021 | Holliday Band Parents Association Inc. | 990EZ | Vice President | 1 | $0 | - | View return |
| 2020 | Patelco Credit Union | 990 | Investment Sales | 40 | $473,094 | $0 | View return |
| 2020 | Edgewood College Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Austin Music Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Family Service Madison Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Volney Volunteer Fire Corporation | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Saint David'S School | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Holliday Band Parents Association Inc. | 990EZ | Vice President | 1 | $0 | - | View return |
| 2020 | Friends of Youth Opportunity Boston Inc. | 990 | Chairman | 4 | $0 | $0 | View return |
| 2020 | Columbia Swim Club | 990 | At-Large Member | 0.5 | $0 | $0 | View return |
| 2020 | Holliday Band Parents Association Inc. | 990EZ | Vice President | 1 | $0 | - | View return |
| 2019 | Patelco Credit Union | 990 | Investment Sales | 40 | $619,986 | $0 | View return |
| 2019 | Edgewood College Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Volney Volunteer Fire Corporation | 990 | Director | 4 | $0 | $0 | View return |
| 2019 | Family Service Madison Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Saint David'S School | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Austin Music Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Friends of Youth Opportunity Boston Inc. | 990 | Chairman | 4 | $0 | $0 | View return |
| 2018 | Edgewood College Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Sportsman Association of Perry Co | 990 | Vice Preside | 10 | $0 | $0 | View return |
| 2018 | Volney Volunteer Fire Corporation | 990 | Director | 4 | $0 | $0 | View return |
| 2018 | Perry County Sportsman Club | 990 | Vice Preside | 2 | $0 | $0 | View return |
| 2018 | Family Service Madison Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Saint David'S School | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Friends of Youth Opportunity Boston Inc. | 990 | Chairman | 4 | $0 | $0 | View return |
| 2017 | Perry County Sportsman Club | 990 | Vice Preside | 2 | $0 | $0 | View return |
| 2017 | Camillus Youth Hockey Association Inc. | 990EZ | Secretary | 1 | $0 | - | View return |
| 2017 | Edgewood College Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | Sportsman Association of Perry Co | 990 | Vice Preside | 10 | $0 | $0 | View return |
| 2017 | Volney Volunteer Fire Corporation | 990 | Director | 4 | $0 | $0 | View return |
| 2017 | Family Service Madison Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Friends of Youth Opportunity Boston Inc. | 990 | Chairman | 4 | $0 | $0 | View return |
| 2017 | Saint David'S School | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | Saint David'S School | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Sportsman Association of Perry Co | 990 | Vice Preside | 10 | $0 | $0 | View return |
| 2016 | Volney Volunteer Fire Corporation | 990 | Director | 4 | $0 | $0 | View return |
| 2016 | Camillus Youth Hockey Association Inc. | 990EZ | Director | 1 | $0 | - | View return |
| 2016 | Edgewood College Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Perry County Sportsman Club | 990 | Vice Preside | 2 | $0 | $0 | View return |
| 2016 | Friends of Youth Opportunity Boston Inc. | 990 | Chairman | 4 | $0 | $0 | View return |
| 2015 | Group Health Cooperative of South Central Wi | 990 | CEO - Thru 5/2015 | 50 | $288,673 | $0 | View return |
| 2015 | Wisconsin Association of Health Plans Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Volney Volunteer Fire Corporation | 990 | Director | 4 | $0 | $0 | View return |
| 2015 | Camillus Youth Hockey Association Inc. | 990EZ | Director | 1 | $0 | - | View return |
| 2015 | Perry County Sportsman Club | 990 | Vice Preside | 2 | $0 | $0 | View return |
| 2015 | Edgewood College Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | Sportsman Association of Perry Co | 990 | Vice Preside | 10 | $0 | $0 | View return |
| 2015 | The Alliance of Community Health Plans | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Group Health Cooperative of South Central Wi | 990 | Chief Executive Officer | 50 | $390,870 | $0 | View return |
| 2014 | Wisconsin Association of Health Plans Inc | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2014 | Edgewood College Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | The Alliance of Community Health Plans | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Camillus Youth Hockey Association Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2013 | Group Health Cooperative of South Central Wi | 990 | Chief Executive Officer | 50 | $336,687 | $0 | View return |
| 2013 | Wisconsin Association of Health Plans Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | The Alliance of Community Health Plans | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Camillus Youth Hockey Association Inc. | 990 | Director | 0 | $0 | $0 | View return |