| 2024 | Central Appalachian Rural Investment Corporation | 990 | Director | 1 | $90,000 | $0 | View return |
| 2023 | Central Appalachian Rural Investment Corporation | 990 | Director | 1 | $90,000 | $0 | View return |
| 2023 | Capital Impact Partners | 990 | Director | 1 | $2,500 | $0 | View return |
| 2023 | CDC Small Business Finance Corp | 990 | Director | 1 | $0 | $2,500 | View return |
| 2023 | Three Roots Capital | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Capital Impact Partners | 990 | Director | 1 | $3,750 | $0 | View return |
| 2022 | Central Appalachian Rural Investment Corporation | 990 | Director | 1 | $0 | $90,000 | View return |
| 2022 | CDC Small Business Finance Corp | 990 | Director | 1 | $0 | $3,750 | View return |
| 2022 | Three Roots Capital | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Capital Impact Partners | 990 | Director | 0.65 | $5,000 | $0 | View return |
| 2021 | Central Appalachian Rural Investment Corporation | 990 | Director | 1 | $0 | $90,000 | View return |
| 2021 | Three Roots Capital | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Capital Impact Partners | 990 | Director | 0.65 | $2,500 | $0 | View return |
| 2020 | Appalachian Fund Management Company Inc | 990 | CEO/Director | 1 | $0 | $90,122 | View return |
| 2020 | Central Appalachian Rural Investment Corporation | 990 | President | 1 | $0 | $90,122 | View return |
| 2020 | Three Roots Capital | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Kentucky Highlands Investment Corporation | 990 | Former VP & COO | 40 | $46,131 | $0 | View return |
| 2019 | Appalachian Fund Management Company Inc | 990 | CEO/Director | 1 | $0 | $113,725 | View return |
| 2019 | Central Appalachian Rural Investment Corporation | 990 | President | 1 | $0 | $113,725 | View return |
| 2019 | Appalachian Community Capital Development Foundation | 990EZ | Immediate Past Chairman | 3 | $0 | $0 | View return |
| 2019 | Three Roots Capital | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Appalachian Community Capital Corporation | 990 | Immediate Past Chairman | 3 | $0 | $0 | View return |
| 2018 | Kentucky Highlands Investment Corporation | 990 | Former VP & COO | 40 | $184,590 | $0 | View return |
| 2018 | Central Appalachian Rural Investment Corporation | 990 | President | 1 | $0 | $184,590 | View return |
| 2018 | Appalachian Fund Management Company Inc | 990 | CEO/Director | 1 | $0 | $184,590 | View return |
| 2018 | Appalachian Community Capital Corporation | 990 | Board Member | 3 | $0 | $0 | View return |
| 2018 | Appalachian Community Capital Development Foundation | 990EZ | Board Member | 3 | $0 | $0 | View return |
| 2017 | Kentucky Highlands Investment Corporation | 990 | Former VP & COO | 40 | $186,375 | $0 | View return |
| 2017 | Appalachian Fund Management Company Inc | 990 | CEO/Director | 1 | $0 | $186,375 | View return |
| 2017 | Central Appalachian Rural Investment Corporation | 990 | President | 1 | $0 | $186,375 | View return |
| 2017 | Appalachian Community Capital Development Foundation | 990EZ | Board Member | 3 | $0 | $0 | View return |
| 2017 | Appalachian Community Capital Corporation | 990 | Board Member | 3 | $0 | $0 | View return |
| 2016 | Kentucky Highlands Investment Corporation | 990 | Former VP & COO | 40 | $188,031 | $0 | View return |
| 2016 | Capital Impact Partners | 990 | Director | 0.65 | $1,000 | $0 | View return |
| 2016 | Appalachian Fund Management Company Inc | 990 | CEO/Director | 1 | $0 | $188,031 | View return |
| 2016 | Central Appalachian Rural Investment Corporation | 990 | President | 1 | $0 | $188,031 | View return |
| 2015 | Kentucky Highlands Investment Corporation | 990 | Former VP & COO | 40 | $235,190 | $0 | View return |
| 2015 | Appalachian Fund Management Company Inc | 990 | CEO/Director | 1 | $0 | $235,190 | View return |
| 2015 | Central Appalachian Rural Investment Corporation | 990 | President | 1 | $0 | $235,190 | View return |
| 2014 | Kentucky Highlands Investment Corporation | 990 | Vice President & COO | 40 | $393,049 | $0 | View return |
| 2014 | Kentucky Highlands Community Development Corporation | 990 | Vice President & COO | 5 | $0 | $393,049 | View return |
| 2014 | Appalachian Fund Management Company Inc | 990 | CEO/Director | 1 | $0 | $388,217 | View return |
| 2014 | Central Appalachian Rural Investment Corporation | 990 | President | 1 | $0 | $388,217 | View return |
| 2013 | Kentucky Highlands Investment Corporation | 990 | Vice President & COO | 40 | $409,255 | $0 | View return |
| 2013 | Kentucky Highlands Community Development Corporation | 990 | Vice President & COO | 5 | $0 | $409,255 | View return |
| 2013 | Appalachian Fund Management Company Inc | 990 | CEO/Director | 1 | $0 | $409,255 | View return |
| 2013 | Central Appalachian Rural Investment Corporation | 990 | President | 1 | $0 | $409,255 | View return |