| 2024 | Cecile Stephens Charitable Foundation | 990PF | Trustee | 10 | $15,000 | $0 | View return |
| 2024 | Clarke Charitable Foundation | 990PF | Trustee | 3.75 | $6,000 | $0 | View return |
| 2024 | Midwestone Bank Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2024 | Wheatland Lodge No1636 Loyal Order of Moose | 990 | Administrator | 15 | $0 | $0 | View return |
| 2023 | Cecile Stephens Charitable Foundation | 990PF | Trustee | 10 | $15,000 | $0 | View return |
| 2023 | Clarke Charitable Foundation | 990PF | Trustee | 3.75 | $6,000 | $0 | View return |
| 2023 | Wheatland Lodge No1636 Loyal Order of Moose | 990 | Administrator | 15 | $0 | $0 | View return |
| 2023 | Midwestone Bank Foundation | 990PF | Director | 1 | $0 | $0 | View return |
| 2022 | Cecile Stephens Charitable Foundation | 990PF | Trustee | 10 | $30,000 | $0 | View return |
| 2022 | Clarke Charitable Foundation | 990PF | Trustee | 3.75 | $12,000 | $0 | View return |
| 2022 | Wheatland Lodge No1636 Loyal Order of Moose | 990 | Administrator | 15 | $0 | $0 | View return |
| 2022 | Midwestone Bank Foundation | 990PF | President (Until 12/22), Director | 1 | $0 | $0 | View return |
| 2021 | Cecile Stephens Charitable Foundation | 990PF | Trustee | 10 | $30,000 | $0 | View return |
| 2021 | Clarke Charitable Foundation | 990PF | Trustee | 3.75 | $12,000 | $0 | View return |
| 2021 | Midwestone Bank Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2020 | Cecile Stephens Charitable Foundation | 990PF | Trustee | 10 | $30,000 | $0 | View return |
| 2020 | Clarke Charitable Foundation | 990PF | Trustee | 3.75 | $12,000 | $0 | View return |
| 2020 | Midwestone Bank Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2019 | Cecile Stephens Charitable Foundation | 990PF | Trustee | 10 | $30,000 | $0 | View return |
| 2019 | Midwestone Bank Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2018 | Cecile Stephens Charitable Foundation | 990PF | Trustee | 10 | $30,000 | $0 | View return |
| 2018 | Midwestone Bank Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2018 | Yankee Flying Club Inc | 990EZ | Assistant Maintenance | 2 | $0 | $0 | View return |
| 2017 | Cecile Stephens Charitable Foundation | 990PF | Trustee | 10 | $30,000 | $0 | View return |
| 2017 | Midwestone Bank Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2017 | Yankee Flying Club Inc | 990EZ | Asst Maintenance Officer | 2 | $0 | $0 | View return |
| 2016 | Cecile Stephens Charitable Foundation | 990PF | Trustee | 10 | $30,000 | $0 | View return |
| 2016 | Midwestone Bank Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2015 | Cecile Stephens Charitable Foundation | 990PF | Trustee | 10 | $30,000 | $0 | View return |
| 2015 | Midwestone Bank Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2014 | Cecile Stephens Charitable Foundation | 990PF | Trustee | 10 | $30,000 | $0 | View return |
| 2014 | Midwestone Bank Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2013 | Midwestone Bank Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2012 | Midwestone Bank Foundation | 990PF | President | 1 | $0 | $0 | View return |
| 2011 | Midwestone Bank Foundation | 990PF | President | 1 | $0 | $0 | View return |