| 2024 | The Asia Society | 990 | Chief Financial Officer | 40 | $270,762 | $0 | View return |
| 2024 | International Brotherhood of Electrical Workers | 990 | Executive Bo | 0.5 | $452 | $0 | View return |
| 2024 | Upper Burrell Twp Volunteer Fire Co | 990 | Treasurer | 8 | $0 | $0 | View return |
| 2024 | The Nra Foundation Inc. | 990 | Board Trustee Until 12/27/2024 | 1 | $0 | $0 | View return |
| 2024 | Watco Charities Inc. | 990EZ | Secretary | 0 | $0 | $0 | View return |
| 2024 | Western New York Public Broadcasting Association | 990 | Trustee | 1 | $0 | $0 | View return |
| 2024 | Our House Foundation Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2024 | United Way of Buffalo and Erie County | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Upper Burrell Twp Volunteer Fire Co | 990 | Treasurer | 8 | $0 | $0 | View return |
| 2023 | Ridgewood Junior Football Assn | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | Watco Charities Inc. | 990EZ | Secretary | 0 | $0 | $0 | View return |
| 2023 | Erie County Bar Association Volunteer Lawyers Project Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2023 | Parks Youth Ranch Inc. | 990 | Director | - | $0 | $0 | View return |
| 2023 | Alliance for Lifetime Income | 990 | Co-Chair (Until 01/23) | 1 | $0 | $0 | View return |
| 2023 | American Council of Life Insurers Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | The Almada Lodge-Times Farm Camp Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | United Way of Buffalo and Erie County | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Young Adult Institute Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2022 | International Brotherhood of Electrical Workers | 990 | Executive Bo | - | $109 | $0 | View return |
| 2022 | The Almada Lodge-Times Farm Camp Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | Alliance for Lifetime Income | 990 | Co-Chair | 1 | $0 | $0 | View return |
| 2022 | Erie County Bar Association Volunteer Lawyers Project Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Ridgewood Junior Football Assn | 990EZ | Director | 2 | $0 | - | View return |
| 2022 | Watco Charities Inc. | 990EZ | Secretary | 0 | $0 | $0 | View return |
| 2022 | Upper Burrell Twp Volunteer Fire Co | 990 | Treasurer | 8 | $0 | $0 | View return |
| 2022 | American Council of Life Insurers Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | Parks Youth Ranch Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2022 | Young Adult Institute Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2021 | Watco Charities Inc. | 990EZ | Secretary | 0 | $0 | $0 | View return |
| 2021 | Ridgewood Junior Football Assn | 990EZ | Director | 2 | $0 | - | View return |
| 2021 | Upper Burrell Twp Volunteer Fire Co | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2021 | Arts & Business Council of New York Inc. | 990EZ | Secretary | 1 | $0 | $0 | View return |
| 2021 | Alliance for Lifetime Income | 990 | Co-Chair | 1 | $0 | $0 | View return |
| 2021 | The Almada Lodge-Times Farm Camp Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | American Council of Life Insurers Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Young Adult Institute Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2020 | Illinois Business Innovation Services | 990 | Vice President | 40 | $115,000 | $0 | View return |
| 2020 | 47 New Horizons Credit Union Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Arts & Business Council of New York Inc. | 990EZ | Treasurer | 1 | $0 | $0 | View return |
| 2020 | Johnny Morris' Ozarks Heritage Preserve | 990 | Sec. & Treasurer (Until 2020) | 5 | $0 | $0 | View return |
| 2020 | Ridgewood Junior Football Assn | 990EZ | Director | 2 | $0 | - | View return |
| 2020 | Bass Pro Shops & Cabelas Outdoor Fund | 990 | Secretary/Treasurer End 02/20 | 5 | $0 | $0 | View return |
| 2020 | American Council of Life Insurers Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Archbald Youth Baseball Association | 990EZ | Vice-President | 6 | $0 | $0 | View return |
| 2020 | Alliance for Lifetime Income | 990 | Co-Chair | 1 | $0 | $0 | View return |
| 2020 | Johnny Morris Foundation | 990PF | Treasurer End 02/2020 | 1 | $0 | $0 | View return |
| 2020 | The Almada Lodge-Times Farm Camp Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Johnny Morris' Wonders of Wildlife Foundation | 990 | Secretary End 02/20 | 5 | $0 | $0 | View return |
| 2020 | LL Global Inc | 990 | Director | 5 | $0 | $0 | View return |
| 2020 | Somerville-Hawes Dads Night | 990EZ | Trustee | 2 | $0 | $0 | View return |
| 2020 | Dogwood Canyon Foundation | 990PF | Treasurer End 02/2020 | 2 | $0 | $0 | View return |
| 2020 | Upper Burrell Twp Volunteer Fire Co | 990 | Financial Secretary | 3 | $0 | $0 | View return |
| 2020 | Young Adult Institute Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2020 | Marin Senior Coordinating Council | 990 | Director | 2 | $0 | $0 | View return |
| 2019 | Illinois Business Innovation Services | 990 | Vice President | 40 | $115,000 | $0 | View return |
| 2019 | Alliance for Lifetime Income | 990 | Director (As Of 7/2019) | 1 | $0 | $0 | View return |
| 2019 | The Almada Lodge-Times Farm Camp Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2019 | Bass Pro Shops & Cabelas Outdoor Fund | 990 | Secretary & Treasurer | 5 | $0 | $0 | View return |
| 2019 | Johnny Morris' Ozarks Heritage Preserve | 990 | Secretary & Treasurer | 5 | $0 | $0 | View return |
| 2019 | 47 New Horizons Credit Union Inc | 990 | Board Treasurer | 1 | $0 | $0 | View return |
| 2019 | Yai Rockland County Association for People with Disabilities | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Johnny Morris' Wonders of Wildlife Foundation | 990 | Secretary | 5 | $0 | $0 | View return |
| 2019 | Cabelas Outdoor Fund | 990 | Sec/Treasure | - | $0 | $0 | View return |
| 2019 | Somerville-Hawes Dads Night | 990EZ | Trustee | 2 | $0 | $0 | View return |
| 2019 | Johnny Morris Foundation | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2019 | Arts & Business Council of New York Inc. | 990EZ | Treasurer | 1 | $0 | $0 | View return |
| 2019 | Marin Senior Coordinating Council | 990 | Director | 2 | $0 | $0 | View return |
| 2019 | The Calvert County Day School Inc Ta T/A the Calverton School | 990 | Trustee | 2 | $0 | $0 | View return |
| 2019 | Young Adult Institute Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2018 | Illinois Business Innovation Services | 990 | Vice President | 40 | $115,000 | $0 | View return |
| 2018 | The Almada Lodge-Times Farm Camp Corporation | 990 | Director | 2 | $0 | $0 | View return |
| 2018 | Arts & Business Council of New York Inc. | 990EZ | Treasurer | 1 | $0 | $0 | View return |
| 2018 | Johnny Morris' Wonders of Wildlife Foundation | 990 | Secretary | 5 | $0 | $0 | View return |
| 2018 | Cabelas Outdoor Fund | 990 | Sec/Treasure | 2 | $0 | $0 | View return |
| 2018 | Somerville-Hawes Dads Night | 990EZ | Co-Chairman | 5 | $0 | $0 | View return |
| 2018 | Bass Pro Shops & Cabelas Outdoor Fund | 990 | Secretary & Treasurer | 5 | $0 | $0 | View return |
| 2018 | Yai Rockland County Association for People with Disabilities | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Johnny Morris Foundation | 990PF | Treasurer | 1 | $0 | $0 | View return |
| 2018 | The Calvert County Day School Inc Ta T/A the Calverton School | 990 | Trustee | 2 | $0 | $0 | View return |
| 2018 | Ec70 | 990EZ | Director | 0.1 | $0 | $0 | View return |
| 2018 | Young Adult Institute Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2017 | Illinois Business Innovation Services | 990 | Vice President | 40 | $110,000 | $0 | View return |
| 2017 | Arts & Business Council of New York Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2017 | American Council of Life Insurers Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | Dogwood Canyon Foundation | 990PF | Treasurer, Director | 1 | $0 | $0 | View return |
| 2017 | The Grider Initiative Inc | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2017 | Johnny Morris' Wonders of Wildlife Foundation | 990 | Secretary | 2 | $0 | $0 | View return |
| 2017 | Minds Matter of Chicago Inc | 990EZ | Director | 2 | $0 | - | View return |
| 2017 | Asheville Glass Art School | 990 | Secretary | 1 | $0 | $0 | View return |
| 2017 | Young Adult Institute Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2016 | Jewish Senior Living Group | 990 | Chief Operating Officer | 4 | $230,856 | $0 | View return |
| 2016 | Institute for Portfolio Alternativesinc | 990 | Former President/CEO | 0 | $183,000 | $0 | View return |
| 2016 | Hebrew Home for Aged Disabled DBA Jewish Home of San Francisco | 990 | Chief Operating Officer | 20 | $0 | $230,856 | View return |
| 2016 | 899 Charleston | 990 | Former Executive Director | 0 | $0 | $230,856 | View return |
| 2016 | American Council of Life Insurers Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | Foster Adopt Connect Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Illinois Business Innovation Services | 990 | Vice President | 40 | $0 | $0 | View return |
| 2016 | Foster Adopt Connect Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Arts & Business Council of New York Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2016 | Yai Rockland County Association for People with Disabilities | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Asheville Art Museum Association Inc. | 990 | Trustee | 1.25 | $0 | $0 | View return |
| 2016 | Asheville Glass Art School | 990 | Secretary | 2 | $0 | $0 | View return |
| 2016 | Young Adult Institute Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2015 | Institute for Portfolio Alternativesinc | 990 | President/CEO Until 12/1/15 | 40 | $301,732 | $0 | View return |
| 2015 | 899 Charleston | 990 | Executive Director (Thru 12/15) | 12 | $0 | $96,938 | View return |
| 2015 | Yai Rockland County Association for People with Disabilities | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | Arts & Business Council of New York Inc. | 990 | Vice Chair Of Programs | 1 | $0 | $0 | View return |
| 2015 | Watco Charities Inc. | 990EZ | Secretary | 0 | $0 | $0 | View return |
| 2015 | American Council of Life Insurers Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2015 | Breast Cancer Foundation of the Ozarks | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Hon Kachina Council | 990EZ | Director | 0 | $0 | - | View return |
| 2015 | Asheville Art Museum Association Inc. | 990 | Trustee | 1.25 | $0 | $0 | View return |
| 2015 | New York Classical Theatre Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Young Adult Institute Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2015 | Asheville Glass Art School | 990 | Board Member | 1.5 | $0 | $0 | View return |
| 2014 | Institute for Portfolio Alternativesinc | 990 | President And CEO | 40 | $315,170 | $0 | View return |
| 2014 | Sigma Pi Fraternity Zeta Eta Chaper | 990EZ | Social Chairman | 1 | $0 | $0 | View return |
| 2014 | Watco Charities Inc. | 990EZ | Secretary | 0 | $0 | $0 | View return |
| 2014 | Arts & Business Council of New York Inc. | 990 | Vice Chair Of Programs | 1 | $0 | $0 | View return |
| 2014 | Breast Cancer Foundation of the Ozarks | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | New York Classical Theatre Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Chatham Day School (Formerly the Darcy School) | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2014 | Asheville Art Museum Association Inc. | 990 | Trustee | 1.5 | $0 | $0 | View return |
| 2014 | Young Adult Institute Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2013 | Institute for Portfolio Alternativesinc | 990 | President And CEO | 40 | $250,981 | $0 | View return |
| 2013 | Watco Charities Inc. | 990EZ | Secretary | 0 | $0 | $0 | View return |
| 2013 | Aubrey 380 Area Chamber of Commerce | 990EZ | Director | 5 | $0 | - | View return |
| 2013 | Breast Cancer Foundation of the Ozarks | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Asheville Art Museum Association Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Young Adult Institute Inc. | 990 | Trustee | 1 | $0 | $0 | View return |