| 2024 | Tampa Bay Area Credit Union | 990 | Vice-President | 1 | $0 | $0 | View return |
| 2023 | Tampa Bay Area Credit Union | 990 | Vice-President | 1 | $0 | $0 | View return |
| 2022 | State Chartered Credit Unions in Florida | 990 | CEO/Board Treasurer | 40 | $720,947 | $0 | View return |
| 2022 | Tampa Bay Area Credit Union | 990 | Vice-President | 1 | $0 | $0 | View return |
| 2021 | State Chartered Credit Unions in Florida | 990 | CEO/Board Treasurer | 40 | $376,427 | $0 | View return |
| 2021 | Tampa Bay Area Credit Union | 990 | Vice-President | 1 | $0 | $0 | View return |
| 2020 | State Chartered Credit Unions in Florida | 990 | CEO/Board Treasurer | 40 | $363,944 | $0 | View return |
| 2020 | Tampa Bay Area Credit Union | 990 | Vice-President | 1 | $0 | $0 | View return |
| 2019 | State Chartered Credit Unions in Florida | 990 | CEO/Board Treasurer | 40 | $355,487 | $0 | View return |
| 2019 | Tampa Bay Area Credit Union | 990 | Vice-President | 1 | $0 | $0 | View return |
| 2018 | State Chartered Credit Unions in Florida | 990 | CEO/Board Treasurer | 40 | $344,176 | $0 | View return |
| 2018 | Tampa Bay Area Credit Union | 990 | Vice-President | 1 | $0 | $0 | View return |
| 2017 | State Chartered Credit Unions in Florida | 990 | CEO/Board Treasurer | 40 | $351,977 | $0 | View return |
| 2017 | Tampa Bay Area Credit Union | 990 | Vice-President | 1 | $0 | $0 | View return |
| 2017 | National Credit Union Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | State Chartered Credit Unions in Florida | 990 | CEO/Board Treasurer | 40 | $345,932 | $0 | View return |
| 2016 | Tampa Bay Area Credit Union | 990 | Vice-President | 1 | $0 | $0 | View return |
| 2016 | National Credit Union Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | State Chartered Credit Unions in Florida | 990 | CEO/Board Treasurer | 40 | $378,755 | $0 | View return |
| 2015 | Tampa Bay Area Credit Union | 990 | Vice President | 1 | $0 | $0 | View return |
| 2015 | National Credit Union Foundation | 990 | Chair | 1 | $0 | $0 | View return |
| 2014 | State Chartered Credit Unions in Florida | 990 | CEO/Treasurer Of The Board | 40 | $348,433 | $0 | View return |
| 2014 | National Credit Union Foundation | 990 | Chair | 1 | $0 | $0 | View return |
| 2014 | Tampa Bay Area Credit Union | 990 | Vice President | 1 | $0 | $0 | View return |
| 2013 | State Chartered Credit Unions in Florida | 990 | CEO/Treasurer Of The Board | 40 | $682,670 | $0 | View return |
| 2013 | National Credit Union Foundation | 990 | Chair | 1 | $0 | $0 | View return |