| 2024 | Altrusa International District Nine | 990EZ | Parliamentar | 1 | $0 | - | View return |
| 2024 | Baylor Health Care System Credit Union | 990 | Chairman | 1 | $0 | $0 | View return |
| 2024 | Altrusa International Foundation Inc. | 990 | Vice-Chair | 5 | $0 | $0 | View return |
| 2024 | Altrusa International of Downtown Dallas Foundation Inc | 990EZ | Chair | 1 | $0 | $0 | View return |
| 2024 | Altrusa International Inc Of | 990EZ | Parliamentarian | 1 | $0 | $0 | View return |
| 2023 | Baylor Scott & White Holdings | 990 | Former Key Employee | 0 | $2,063,265 | $0 | View return |
| 2023 | Baylor Health Care System Credit Union | 990 | Chairman | 1 | $0 | $0 | View return |
| 2023 | Altrusa International of Downtown Dallas Foundation Inc | 990EZ | Secretary/Chair-Elect | 1 | $0 | $0 | View return |
| 2023 | Altrusa International Foundation Inc. | 990 | Vice-Chair | 5 | $0 | $0 | View return |
| 2022 | Baylor Scott & White Holdings | 990 | Evp Chief Bto (Thru 4/16/2023) | 40 | $1,397,516 | $0 | View return |
| 2022 | Baylor Health Care System Credit Union | 990 | Chairman | 1 | $0 | $0 | View return |
| 2022 | Baylor Health Care System Credit Union | 990 | Chairman | 1 | $0 | $0 | View return |
| 2021 | Baylor Scott & White Holdings | 990 | Evp Chief Bus Trans Officer | 40 | $1,183,811 | $0 | View return |
| 2021 | Baylor Health Care System Credit Union | 990 | Chairman | 1 | $0 | $0 | View return |
| 2020 | Baylor Scott & White Holdings | 990 | Evp Chief Bus Trans Officer | 40 | $1,159,993 | $0 | View return |
| 2020 | Baylor Health Care System Credit Union | 990 | Chairman | 1 | $0 | $0 | View return |
| 2019 | Baylor Scott & White Holdings | 990 | Evp Chief Innovation Officer | 40 | $1,119,969 | $0 | View return |
| 2019 | Baylor Health Care System Credit Union | 990 | Chairman | 1 | $0 | $0 | View return |
| 2018 | Baylor Scott & White Holdings | 990 | Evp Chief Strategy Officer | 40 | $1,021,997 | $0 | View return |
| 2018 | Baylor Health Care System Credit Union | 990 | Chairman | 1 | $0 | $0 | View return |
| 2018 | Baylor Health Care System Credit Union | 990 | Chairman | 1 | $0 | $0 | View return |
| 2017 | Baylor Scott & White Holdings | 990 | Chief Strategy Officer | 40 | $741,836 | $0 | View return |
| 2017 | Baylor Scott & White Holdings | 990 | Chief Strategy Officer | 40 | $741,836 | $0 | View return |
| 2017 | Baylor Health Care System Credit Union | 990 | Chairman | 1 | $0 | $0 | View return |
| 2016 | Baylor Scott & White Holdings | 990 | Chief Integration Officer | 40 | $733,045 | $0 | View return |
| 2016 | Baylor Health Care System Credit Union | 990 | Chairman | 1 | $0 | $0 | View return |
| 2016 | Altrusa International Inc Of | 990EZ | Parliamentarian | 1 | $0 | $0 | View return |
| 2015 | Baylor Scott & White Holdings | 990 | Chief Integration Officer | 40 | $865,147 | $0 | View return |
| 2015 | Baylor Health Care System Credit Union | 990 | Chairman | 1 | $0 | $0 | View return |
| 2015 | Altrusa International of Downtown Dallas Foundation Inc | 990EZ | Director | 1 | $0 | $0 | View return |
| 2014 | Baylor Scott & White Holdings | 990 | Chief Integration Officer | 40 | $767,121 | $0 | View return |
| 2014 | Baylor Health Care System Credit Union | 990 | Chairman | 1 | $0 | $0 | View return |
| 2014 | Altrusa International of Downtown Dallas Foundation Inc | 990 | Secretary | 1 | $0 | $0 | View return |
| 2013 | Baylor Health Care System Credit Union | 990 | Chairman | 1 | $0 | $0 | View return |
| 2013 | Altrusa International of Downtown Dallas Foundation Inc | 990EZ | Chair | 2 | $0 | $0 | View return |