| 2024 | Summit Credit Union | 990 | CEO/President | 50 | $2,746,637 | $0 | View return |
| 2024 | The Oscar Rennebohm Foundation Inc | 990PF | Director | 3 | $10,000 | $0 | View return |
| 2024 | United Way of Dane County Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2023 | Summit Credit Union | 990 | CEO/President | 50 | $2,355,714 | $0 | View return |
| 2023 | The Oscar Rennebohm Foundation Inc | 990PF | Director | 3 | $10,000 | $0 | View return |
| 2023 | Wisconsin Credit Union Foundation Inc. | 990 | Director (Thru May 2023) | 0.19 | $0 | $0 | View return |
| 2023 | Greater Madison Chamber of Commerce Foundation Inc. | 990 | Treasurer | 0.5 | $0 | $0 | View return |
| 2023 | United Way of Dane County Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2023 | Greater Madison Chamber of Commerce Inc | 990 | Treasurer | 2.5 | $0 | $0 | View return |
| 2023 | Wisconsin Credit Union Foundation Inc. | 990 | Director (Thru May 2023) | 0.19 | $0 | $0 | View return |
| 2022 | Summit Credit Union | 990 | CEO/President | 50 | $2,091,506 | $0 | View return |
| 2022 | The Oscar Rennebohm Foundation Inc | 990PF | Director | 3 | $10,000 | $0 | View return |
| 2022 | Greater Madison Chamber of Commerce Inc | 990 | Treasurer | 2.5 | $0 | $0 | View return |
| 2022 | Wisconsin Credit Union Foundation Inc. | 990 | Director | 0.19 | $0 | $0 | View return |
| 2022 | Greater Madison Chamber of Commerce Foundation Inc. | 990 | Treasurer | 0.5 | $0 | $0 | View return |
| 2021 | Summit Credit Union | 990 | CEO/President | 50 | $2,209,864 | $0 | View return |
| 2021 | The Oscar Rennebohm Foundation Inc | 990PF | Director | 3 | $2,500 | $0 | View return |
| 2021 | Greater Madison Chamber of Commerce Inc | 990 | Treasurer | 2.5 | $0 | $0 | View return |
| 2021 | Credit Union Executives Society | 990 | Secretary | 5 | $0 | $0 | View return |
| 2021 | Greater Madison Chamber of Commerce Foundation Inc. | 990 | Treasurer | 0.5 | $0 | $0 | View return |
| 2021 | Wisconsin Credit Union Foundation Inc. | 990 | Director | 0.19 | $0 | $0 | View return |
| 2020 | Summit Credit Union | 990 | CEO/President | 50 | $1,319,377 | $0 | View return |
| 2020 | The Oscar Rennebohm Foundation Inc | 990PF | Director | 3 | $7,500 | $0 | View return |
| 2020 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Greater Madison Chamber of Commerce Foundation Inc. | 990 | Treasurer | 0.5 | $0 | $0 | View return |
| 2020 | Credit Union Executives Society | 990 | Immediate Past Chair | 5 | $0 | $0 | View return |
| 2020 | Wisconsin Credit Union Foundation Inc. | 990 | Director | 0.19 | $0 | $0 | View return |
| 2020 | Greater Madison Chamber of Commerce Inc | 990 | Immediate Past Chair & Treasurer | 2.5 | $0 | $0 | View return |
| 2020 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Summit Credit Union | 990 | CEO/President | 50 | $1,165,334 | $0 | View return |
| 2019 | The Oscar Rennebohm Foundation Inc | 990PF | Assistant Secretary | 3 | $2,500 | $0 | View return |
| 2019 | Credit Union Executives Society | 990 | Immediate Part Chair | 5 | $1,500 | $0 | View return |
| 2019 | Greater Madison Chamber of Commerce Inc | 990 | Chair | 2.5 | $0 | $0 | View return |
| 2019 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Greater Madison Chamber of Commerce Foundation Inc. | 990EZ | Chair | 0.5 | $0 | $0 | View return |
| 2018 | Summit Credit Union | 990 | CEO/President | 50 | $993,897 | $0 | View return |
| 2018 | Credit Union Executives Society | 990 | Chair | 5 | $1,048 | $0 | View return |
| 2018 | Greater Madison Chamber of Commerce Foundation Inc. | 990EZ | Chair Elect And Public Policy Chair | 0.5 | $0 | $0 | View return |
| 2018 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Greater Madison Chamber of Commerce Inc | 990 | Chair Elect And Public Pol | 2.5 | $0 | $0 | View return |
| 2018 | Worldwide Foundation for Credit Unions Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Summit Credit Union | 990 | CEO/President | 50 | $888,887 | $0 | View return |
| 2017 | Greater Madison Chamber of Commerce Inc | 990 | Vice Chair And Membership Committee Chair | 2.5 | $0 | $0 | View return |
| 2017 | Credit Union Executives Society | 990 | Vice Chair | 5 | $0 | $0 | View return |
| 2017 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Worldwide Foundation for Credit Unions Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Summit Credit Union | 990 | CEO/President | 50 | $762,204 | $0 | View return |
| 2016 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Greater Madison Chamber of Commerce Inc | 990 | Treasurer | 2.5 | $0 | $0 | View return |
| 2016 | Credit Union Executives Society | 990 | Secretary | 5 | $0 | $0 | View return |
| 2016 | Greater Madison Chamber of Commerce Foundation Inc. | 990EZ | Treasurer | 0.5 | $0 | $0 | View return |
| 2015 | Summit Credit Union | 990 | CEO/President | 50 | $700,637 | $0 | View return |
| 2015 | Credit Union Executives Society | 990 | Director | 5 | $0 | $0 | View return |
| 2015 | Edgewood University Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Greater Madison Chamber of Commerce Foundation Inc. | 990EZ | Treasurer | 0.5 | $0 | $0 | View return |
| 2015 | Greater Madison Chamber of Commerce Inc | 990 | Treasurer | 2.5 | $0 | $0 | View return |
| 2014 | Summit Credit Union | 990 | CEO/President | 50 | $653,266 | $0 | View return |
| 2014 | United Way of Dane County Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Credit Union Executives Society | 990 | Director | 5 | $0 | $0 | View return |
| 2014 | Edgewood University Inc | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | Consumer Federation of America Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Greater Madison Chamber of Commerce Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2013 | Summit Credit Union | 990 | CEO/President | 50 | $602,713 | $0 | View return |
| 2013 | United Way of Dane County Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Greater Madison Chamber of Commerce Inc | 990 | Director | 2 | $0 | $0 | View return |