| 2025 | Source One Serenity | 990EZ | Vice President | 1 | $0 | $0 | View return |
| 2024 | Certified Financial Planner Board of Standards Inc. | 990 | Chief Executive Officer | 5 | $1,106,080 | $0 | View return |
| 2024 | Utah Public Lands Alliance | 990PF | Trustee | 2 | $0 | $0 | View return |
| 2024 | Western Kansas Association of Realtors | 990EZ | President - Ele | 1 | $0 | - | View return |
| 2024 | Marine League Department of Illinois | 990EZ | Director | 0 | $0 | $0 | View return |
| 2024 | Source One Serenity | 990EZ | Vice President | 1 | $0 | $0 | View return |
| 2024 | Restaurant Association of Maryland Inc | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2024 | St Stephen Community Services Inc | 990 | Board Treasu | 2 | $0 | $0 | View return |
| 2023 | Certified Financial Planner Board of Standards Inc. | 990 | Chief Executive Officer | 5 | $1,628,423 | $0 | View return |
| 2023 | Partnership for the Umpqua Rivers Inc | 990 | Executive Director | 1 | $76,789 | $0 | View return |
| 2023 | Certified Financial Planner Board Of | 990 | Chief Executive Officer | 40 | $0 | $1,628,423 | View return |
| 2023 | Family Crisis Center Inc | 990 | Vice President | 2 | $0 | $0 | View return |
| 2023 | Cedar Park Place Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Source One Serenity | 990EZ | Director | 1 | $0 | $0 | View return |
| 2023 | Utah Public Lands Alliance | 990PF | Chairman And | 2 | $0 | $0 | View return |
| 2023 | Restaurant Association of Maryland Inc | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2023 | Inland Rivers Ports and Terminals Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Society for the Preservation & Encourage of Barbershop Quartet Singing in America | 990 | Executive VP (Beg 12/23) | 10 | $0 | $0 | View return |
| 2023 | St Stephen Community Services Inc | 990 | Board Treasu | 2 | $0 | $0 | View return |
| 2023 | Alumni Association of the Medical University of South Carolina | 990 | College Representative | 1 | $0 | $0 | View return |
| 2022 | Certified Financial Planner Board of Standards Inc. | 990 | Chief Executive Officer | 45 | $977,815 | $0 | View return |
| 2022 | Fraternal Order of Eagles 623 Aerie | 990 | Past Preside | - | $0 | $0 | View return |
| 2022 | Determined to Develop | 990 | Past Director | 2 | $0 | $0 | View return |
| 2022 | Utah Public Lands Alliance | 990PF | Chairman And | 2 | $0 | $0 | View return |
| 2022 | Marine League Department of Illinois | 990EZ | Jr Vice Commandant | 10 | $0 | - | View return |
| 2022 | Restaurant Association of Maryland Inc | 990 | Secretary | 1 | $0 | $0 | View return |
| 2022 | Subcontractors Association of Northeast Ohio | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Family Crisis Center Inc | 990 | Vice President | 2 | $0 | $0 | View return |
| 2022 | Cedar Park Place Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Inland Rivers Ports and Terminals Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | St Stephen Community Services Inc | 990 | Trustee | 2 | $0 | $0 | View return |
| 2022 | Veterans of Foreign Wars John H Kraus P | 990 | Member | 5 | $0 | $0 | View return |
| 2021 | Certified Financial Planner Board of Standards Inc. | 990 | Chief Executive Officer | 45 | $863,885 | $0 | View return |
| 2021 | Determined to Develop | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Cove House Emergency Homeless Shelter Inc. | 990 | Chairman | 30 | $0 | $0 | View return |
| 2021 | Inland Rivers Ports and Terminals Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Great Plains Association of Realtors Inc | 990EZ | Council Chair | 1 | $0 | $0 | View return |
| 2021 | Cedar Park Place Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Veterans of Foreign Wars John H Kraus P | 990 | Jr Vice Commander | 5 | $0 | $0 | View return |
| 2021 | Utah Public Lands Alliance | 990PF | Chairman And | 2 | $0 | $0 | View return |
| 2021 | St Stephen Community Services Inc | 990 | Trustee | 2 | $0 | $0 | View return |
| 2021 | Restaurant Association of Maryland Inc | 990 | Secretary | 1 | $0 | $0 | View return |
| 2021 | Subcontractors Association of Northeast Ohio | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Marine League Department of Illinois | 990EZ | Jr Vice Commandant | 10 | $0 | - | View return |
| 2020 | Certified Financial Planner Board of Standards Inc. | 990 | Chief Executive Officer | 45 | $839,537 | $0 | View return |
| 2020 | Determined to Develop | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Marine League Department of Illinois | 990EZ | Dist 4 Command | 0 | $0 | - | View return |
| 2020 | Christian Far East Ministry | 990 | Board Member | 0 | $0 | $0 | View return |
| 2020 | Cove House Emergency Homeless Shelter Inc. | 990 | Chairman | 30 | $0 | $0 | View return |
| 2020 | Restaurant Association of Maryland Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Inland Rivers Ports and Terminals Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Utah Public Lands Alliance | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2020 | Subcontractors Association of Northeast Ohio | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Insite Mentor Capital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Certified Financial Planner Board of Standards Inc. | 990 | Chief Executive Officer | 45 | $852,386 | $0 | View return |
| 2019 | Certified Financial Planner Board of Standards Inc. | 990 | Chief Executive Officer | 45 | $852,386 | $0 | View return |
| 2019 | Cove House Emergency Homeless Shelter Inc. | 990 | Chairman | 30 | $0 | $0 | View return |
| 2019 | Determined to Develop | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2019 | USD 428 Education Foundation | 990EZ | Treasurer | 2 | $0 | - | View return |
| 2019 | Insite Mentor Capital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Inland Rivers Ports and Terminals Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Marine League Department of Illinois | 990EZ | Dist. 4 Commandant | 0 | $0 | $0 | View return |
| 2019 | Christian Far East Ministry | 990 | Board Member | 0 | $0 | $0 | View return |
| 2019 | Restaurant Association of Maryland Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Subcontractors Association of Northeast Ohio | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Certified Financial Planner Board of Standards Inc. | 990 | Chief Executive Officer | 45 | $790,903 | $0 | View return |
| 2018 | Fraternal Order of Eagles 623 Aerie | 990 | Trustee Chai | - | $0 | $0 | View return |
| 2018 | Grundy Community Preschool and Child Care Association | 990 | President | 0 | $0 | $0 | View return |
| 2018 | Cedar Park Place Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Restaurant Association of Maryland Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | USD 428 Education Foundation | 990EZ | Director | 1 | $0 | - | View return |
| 2018 | Inland Rivers Ports and Terminals Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Great Plains Association of Realtors Inc | 990EZ | Director | 1 | $0 | $0 | View return |
| 2018 | Arema Educational Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Determined to Develop | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2018 | Cove House Emergency Homeless Shelter Inc. | 990EZ | Chairman | 12 | $0 | $0 | View return |
| 2018 | Christian Far East Ministry | 990 | Board Member | 0 | $0 | $0 | View return |
| 2018 | Partnership for the Umpqua Rivers Inc | 990 | Interm E.D. | 0 | $0 | $0 | View return |
| 2018 | Insite Mentor Capital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Subcontractors Association of Northeast Ohio | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Certified Financial Planner Board of Standards Inc. | 990 | Chief Executive Officer | 45 | $1,045,394 | $0 | View return |
| 2017 | Fraternal Order of Eagles 623 Aerie | 990 | President | - | $0 | $0 | View return |
| 2017 | Cedar Park Place Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Grundy Community Preschool and Child Care Association | 990 | Vice President | 0 | $0 | $0 | View return |
| 2017 | Christian Far East Ministry | 990 | Board Member | 0 | $0 | $0 | View return |
| 2017 | Determined to Develop | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2017 | Inland Rivers Ports and Terminals Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Restaurant Association of Maryland Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Arema Educational Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | USD 428 Education Foundation | 990EZ | Treasurer | 1 | $0 | - | View return |
| 2017 | Lincoln Municipal Band Association Inc. | 990EZ | VP | 1 | $0 | $0 | View return |
| 2017 | Insite Mentor Capital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Certified Financial Planner Board of Standards Inc. | 990 | Chief Executive Officer | 45 | $742,984 | $0 | View return |
| 2016 | Fraternal Order of Eagles 623 Aerie | 990 | President | 5 | $392 | $0 | View return |
| 2016 | Lincoln Municipal Band Association Inc. | 990EZ | VP | 1 | $0 | $0 | View return |
| 2016 | Christian Far East Ministry | 990 | Board Member | 0 | $0 | $0 | View return |
| 2016 | USD 428 Education Foundation | 990EZ | Treasurer | 1 | $0 | - | View return |
| 2016 | Nage Seiu Local 5000Trial Court of Massachusetts Health and Welfare Fund | 990 | Trustee (Past) | 1 | $0 | $0 | View return |
| 2016 | Grundy Community Preschool and Child Care Association | 990 | Co-President | 0 | $0 | $0 | View return |
| 2016 | Cedar Park Place Inc | 990 | Chair/Director | 1 | $0 | $0 | View return |
| 2016 | Great Bend Chamber of Commerce | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Arema Educational Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Determined to Develop | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | Insite Mentor Capital Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Certified Financial Planner Board of Standards Inc. | 990 | Chief Executive Officer | 50 | $1,019,176 | $0 | View return |
| 2015 | Cedar Park Place Inc | 990 | Chair Of The Board/Director | 1 | $0 | $0 | View return |
| 2015 | Lincoln Foundation Donor Directed Depository Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Lincoln Community Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Nage Seiu Local 5000Trial Court of Massachusetts Health and Welfare Fund | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | Lincoln Municipal Band Association Inc. | 990EZ | VP | 1 | $0 | $0 | View return |
| 2015 | Arema Educational Foundation | 990EZ | Director | 1 | $0 | $0 | View return |
| 2015 | Grundy Community Preschool and Child Care Association | 990 | Director | 0 | $0 | $0 | View return |
| 2015 | Determined to Develop | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Great Bend Chamber of Commerce | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Virginia Manufacturers Association | 990 | Director | - | $0 | $0 | View return |
| 2014 | Certified Financial Planner Board of Standards Inc. | 990 | Chief Executive Officer | 50 | $674,532 | $0 | View return |
| 2014 | Central Kansas Medical Center Foundation Inc | 990 | Trustee | 0.5 | $0 | $0 | View return |
| 2014 | Cedar Park Place Inc | 990 | President/Director | 1 | $0 | $0 | View return |
| 2014 | Determined to Develop | 990EZ | Director | 1 | $0 | $0 | View return |
| 2014 | Lincoln Municipal Band Association Inc. | 990EZ | VP | 1 | $0 | $0 | View return |
| 2014 | Great Bend Chamber of Commerce | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | The Doug Flutie Jr Foundation for Autism Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Arema Educational Foundation | 990EZ | Director | 2 | $0 | $0 | View return |
| 2014 | Subcontractors Association of Northeast Ohio | 990 | President | 1 | $0 | $0 | View return |
| 2014 | Virginia Manufacturers Association | 990 | Director | 3 | $0 | $0 | View return |
| 2013 | Certified Financial Planner Board of Standards Inc. | 990 | Chief Executive Officer | 50 | $691,923 | $0 | View return |
| 2013 | Lincoln Municipal Band Association Inc. | 990EZ | Director | 1 | $0 | $0 | View return |
| 2013 | Arema Educational Foundation | 990EZ | Director | 2 | $0 | - | View return |
| 2013 | The Doug Flutie Jr Foundation for Autism Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Virginia Manufacturers Association | 990 | - | 3 | $0 | $0 | View return |
| 2013 | Cedar Park Place Inc | 990 | President/Director | 1 | $0 | $0 | View return |
| 2013 | Lincoln Municipal Band Association Inc. | 990EZ | Director | 1 | $0 | $0 | View return |
| 2013 | Subcontractors Association of Northeast Ohio | 990 | President | 1 | $0 | $0 | View return |