| 2024 | Journey House Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2024 | Hattie Givens Testamentary Trust | 990PF | Director | 2 | $0 | $0 | View return |
| 2024 | Academy of Charter Schools Inc. | 990 | Member | 2 | $0 | $0 | View return |
| 2023 | Investments & Wealth Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Journey House Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2023 | Academy of Charter Schools Inc. | 990 | Member | 2 | $0 | $0 | View return |
| 2022 | Investments & Wealth Foundation | 990 | Board Chair | 1 | $0 | $0 | View return |
| 2022 | Journey House Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2022 | Academy of Charter Schools Inc. | 990 | Member | 2 | $0 | $0 | View return |
| 2021 | Gilchrist County Farm Bureau Inc | 990EZ | Director | 1 | $0 | - | View return |
| 2021 | Journey House Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2021 | Investment Management Consultants Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Academy of Charter Schools Inc. | 990 | President | 2 | $0 | $0 | View return |
| 2020 | Journey House Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2020 | Investment Management Consultants Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Academy of Charter Schools Inc. | 990 | President | 2 | $0 | $0 | View return |
| 2019 | Journey House Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2019 | Investment Management Consultants Association Inc | 990 | Chair | 1 | $0 | $0 | View return |
| 2019 | Woodland Sunrise Rotary Foundation | 990EZ | President | 1 | $0 | - | View return |
| 2018 | Journey House Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2018 | Investment Management Consultants Association Inc | 990 | Chair | 1 | $0 | $0 | View return |
| 2018 | Woodland Sunrise Rotary Foundation | 990EZ | Director | 1 | $0 | - | View return |
| 2017 | Investment Management Consultants Association Inc | 990 | Vice-Chair | 1 | $0 | $0 | View return |
| 2017 | Journey House Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2017 | California Association of Food Banks | 990 | Member - Term Completed 10/17 | 1 | $0 | $0 | View return |
| 2017 | Woodland Sunrise Rotary Foundation | 990EZ | Director | 1 | $0 | - | View return |
| 2016 | California Association of Food Banks | 990 | Member | 1 | $0 | $0 | View return |
| 2016 | Investment Management Consultants Association Inc | 990 | Vice-Chair | 1 | $0 | $0 | View return |
| 2016 | Journey House Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2016 | Woodland Sunrise Rotary Club of Ca | 990EZ | Past President | 1 | $0 | - | View return |
| 2016 | Woodland Sunrise Rotary Foundation | 990EZ | Director | 1 | $0 | - | View return |
| 2015 | Journey House Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2015 | Investment Management Consultants Association Inc | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2015 | Woodland Sunrise Rotary Club of Ca | 990EZ | Past President | 1 | $0 | - | View return |
| 2014 | Handi Riders Inc DBA Horsepower | 990 | Vice President (Until Sept 2014) | 5 | $0 | $0 | View return |
| 2014 | Journey House Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2014 | Investment Management Consultants Association Inc | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2014 | Woodland Sunrise Rotary Club of Ca | 990EZ | President | 10 | $0 | - | View return |
| 2013 | Handi Riders Inc DBA Horsepower | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Investment Management Consultants Association Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Woodland Sunrise Rotary Club of Ca | 990EZ | President Elect | 1 | $0 | - | View return |
| 2013 | Global Kids Inc. | 990 | Special Director | 1 | $0 | $0 | View return |