| 2024 | The California Endowment | 990PF | Chair | 7.21 | $44,750 | $0 | View return |
| 2024 | Expanding Black Business Nfp | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Living Rooms at Casa | 990 | Secretary | 0 | $0 | $0 | View return |
| 2024 | Casa Familiar Support & Advocacy Foundation | 990 | Secretary/Director | 0 | $0 | $0 | View return |
| 2024 | San Diego Museum of Man DBA Museum of Us | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | Capital Impact Partners | 990 | Director/Consultant | 7 | $212,500 | $0 | View return |
| 2023 | The California Endowment | 990PF | Chair | 7.75 | $58,000 | $0 | View return |
| 2023 | CDC Small Business Finance Corporation | 990 | Director/Consultant | 7 | $0 | $163,250 | View return |
| 2023 | Ntc Foundation | 990 | Treasurer, CDC Small Business Finance | 5 | $0 | $0 | View return |
| 2023 | Expanding Black Business Nfp | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | National Association of Government Guaranteed Lenders Naggl Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Living Rooms at Casa | 990 | Secretary | 0 | $0 | $0 | View return |
| 2023 | San Diego Museum of Man DBA Museum of Us | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | Casa Familiar Support & Advocacy Foundation | 990 | Secretary/Director | 0 | $0 | $0 | View return |
| 2022 | Capital Impact Partners | 990 | Director/Consultant | 7 | $322,500 | $0 | View return |
| 2022 | The California Endowment | 990PF | Director/Vice-Chair | 6.42 | $39,000 | $0 | View return |
| 2022 | CDC Small Business Finance Corporation | 990 | Director/Consultant | 7 | $0 | $322,500 | View return |
| 2022 | National Association of Government Guaranteed Lenders Naggl Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Expanding Black Business Nfp | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Ntc Foundation | 990 | Treasurer, CDC Small Busin | 5 | $0 | $0 | View return |
| 2022 | Living Rooms at Casa | 990 | Secretary | 0 | $0 | $0 | View return |
| 2022 | San Diego Museum of Man DBA Museum of Us | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | CDC Small Business Finance Corporation | 990 | Board Chair & Consultant | 7 | $691,892 | $216,250 | View return |
| 2021 | Capital Impact Partners | 990 | Director/Consultant | 20.65 | $211,250 | $691,892 | View return |
| 2021 | The California Endowment | 990PF | Director/Vice-Chair | 4.31 | $39,000 | $0 | View return |
| 2021 | San Diego Region Small Business Development Corporation | 990 | Director/CEO (Outgoing) | 1 | $0 | $908,142 | View return |
| 2021 | National Association of Government Guaranteed Lenders Naggl Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Ntc Foundation | 990 | Treasurer, CDC Small Busin | 5 | $0 | $0 | View return |
| 2021 | Expanding Black Business Nfp | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | San Diego Museum of Man DBA Museum of Us | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Living Rooms at Casa | 990 | Secretary | 0 | $0 | $0 | View return |
| 2021 | Ntc Foundation | 990 | Treasurer, CDC Small Busin | 5 | $0 | $0 | View return |
| 2020 | CDC Small Business Finance Corporation | 990 | President & CEO | 40 | $891,621 | $0 | View return |
| 2020 | The California Endowment | 990PF | Director | 3.98 | $33,000 | $0 | View return |
| 2020 | San Diego Region Small Business Development Corporation | 990 | Director/CEO | 1 | $0 | $891,621 | View return |
| 2020 | National Association of Government Guaranteed Lenders Naggl Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Ntc Foundation | 990 | Treasurer, CDC Small Busin | 5 | $0 | $0 | View return |
| 2020 | CDC Small Business Finance Corporation | 990 | President | 1 | $0 | $0 | View return |
| 2020 | Expanding Black Business Nfp | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | San Diego Museum of Man DBA Museum of Us | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Living Rooms at Casa | 990 | Secretary | 0 | $0 | $0 | View return |
| 2019 | CDC Small Business Finance Corporation | 990 | President And CEO | 40 | $873,228 | $0 | View return |
| 2019 | The California Endowment | 990PF | Director | 3.65 | $33,000 | $0 | View return |
| 2019 | San Diego Region Small Business Development Corporation | 990 | Director/CEO | 1 | $0 | $873,228 | View return |
| 2019 | National Association of Government Guaranteed Lenders Naggl Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | California Southern Small Business Development Corporation | 990 | President | 1 | $0 | $0 | View return |
| 2019 | Ntc Foundation | 990 | Treasurer, CDC Small Busin | 5 | $0 | $0 | View return |
| 2019 | Living Rooms at Casa | 990 | Secretary | 0 | $0 | $0 | View return |
| 2019 | The Association of Financial Developement Corporations | 990EZ | Director | 0 | $0 | - | View return |
| 2019 | San Diego Museum of Man DBA Museum of Us | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | CDC Small Business Finance Corporation | 990 | President And CEO | 40 | $880,379 | $0 | View return |
| 2018 | San Diego Region Small Business Development Corporation | 990 | Director/CEO | 1 | $0 | $880,379 | View return |
| 2018 | Living Rooms at Casa | 990 | Secretary | 0 | $0 | $0 | View return |
| 2018 | Ntc Foundation | 990 | Treasurer, CDC Small Busin | 5 | $0 | $0 | View return |
| 2018 | California Southern Small Business Development Corporation | 990 | President | 1 | $0 | $0 | View return |
| 2017 | CDC Small Business Finance Corporation | 990 | President And CEO | 40 | $841,953 | $0 | View return |
| 2017 | San Diego Region Small Business Development Corporation | 990 | Director | 1 | $0 | $841,953 | View return |
| 2017 | National Association of Government Guaranteed Lenders Naggl Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | National Association of Government Guaranteed Lenders Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | The Association of Financial Developement Corporations | 990EZ | Director | 0.25 | $0 | - | View return |
| 2017 | Ntc Foundation | 990 | Treasurer, CDC Small Business Finance | 5 | $0 | $0 | View return |
| 2017 | California Southern Small Business Development Corporation | 990 | President | 1 | $0 | $0 | View return |
| 2016 | CDC Small Business Finance Corporation | 990 | President And CEO | 40 | $879,639 | $0 | View return |
| 2016 | San Diego Region Small Business Development Corporation | 990 | President | 1 | $0 | $879,639 | View return |
| 2016 | The Association of Financial Developement Corporations | 990EZ | Director | 0.25 | $0 | - | View return |
| 2016 | Ntc Foundation | 990 | CDC Small Business Finance, President & CEO | 1 | $0 | $0 | View return |
| 2016 | California Southern Small Business Development Corporation | 990 | President | 1 | $0 | $0 | View return |
| 2016 | Casa Familiar Inc. | 990 | Chairman | 1 | $0 | $0 | View return |
| 2015 | CDC Small Business Finance Corporation | 990 | President And CEO | 40 | $825,913 | $0 | View return |
| 2015 | San Diego Region Small Business Development Corporation | 990 | President | 1 | $0 | $825,913 | View return |
| 2015 | The Association of Financial Developement Corporations | 990EZ | Director | 0.25 | $0 | - | View return |
| 2015 | California Southern Small Business Development Corporation | 990 | President | 1 | $0 | $0 | View return |
| 2015 | Ntc Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2015 | National Association of Government Guaranteed Lenders Inc | 990 | Director | 1 | - | - | View return |
| 2014 | CDC Small Business Finance Corporation | 990 | President And CEO | 40 | $817,031 | $0 | View return |
| 2014 | San Diego Region Small Business Development Corporation | 990 | President | 1 | $0 | $817,031 | View return |
| 2014 | National Association of Government Guaranteed Lenders Inc | 990 | Director | 1 | - | - | View return |
| 2014 | Ntc Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2014 | California Southern Small Business Development Corporation | 990 | President | 1 | $0 | $0 | View return |
| 2013 | CDC Small Business Finance Corporation | 990 | President & CEO | 40 | $561,782 | $0 | View return |
| 2013 | San Diego Region Small Business Development Corporation | 990 | President | 1 | $0 | $561,782 | View return |
| 2013 | Ntc Foundation | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2013 | California Southern Small Business Development Corporation | 990 | President | 1 | $0 | $0 | View return |