| 2025 | United Steelworkers Local 9170 | 990EZ | Vice President | 2 | $3,488 | - | View return |
| 2024 | Community Foundation of the Ozarks Inc. | 990 | Evp & Chief Financial Officer | 48 | $173,943 | $0 | View return |
| 2024 | Pacific Health Education Center Inc | 990PF | Director | 0 | $1,000 | $0 | View return |
| 2024 | Ozarks Charitable Real Estate Foundation LLC | 990 | Evp & Chief Financial Officer | 1 | $0 | $173,943 | View return |
| 2024 | Community Foundation of the Ozarks Stock Trust | 990 | Evp & Chief Financial Officer | 1 | $0 | $173,943 | View return |
| 2024 | Community Foundations Service Corporation | 990 | Director, Membership | 5 | $0 | $0 | View return |
| 2024 | Cuban Studies Institute Inc. | 990 | President | 100 | $0 | $0 | View return |
| 2023 | Community Foundation of the Ozarks Inc. | 990 | Chief Financial Officer & Evp | 48 | $138,974 | $0 | View return |
| 2023 | Pacific Health Education Center Inc | 990PF | Director | 0 | $2,000 | $0 | View return |
| 2023 | Community Foundation of the Ozarks Stock Trust | 990 | Chief Financial Officer & Evp | 1 | $0 | $138,974 | View return |
| 2023 | Ozarks Charitable Real Estate Foundation LLC | 990 | Chief Financial Officer & Evp | 1 | $0 | $138,974 | View return |
| 2023 | Community Foundations Service Corporation | 990 | Director, Membership | 5 | $0 | $0 | View return |
| 2022 | Community Foundation of the Ozarks Inc. | 990 | Chief Financial Officer | 50 | $138,920 | $0 | View return |
| 2022 | Pacific Health Education Center Inc | 990PF | Director | 5 | $3,000 | $0 | View return |
| 2021 | Community Foundation of the Ozarks Inc. | 990 | Chief Financial Officer | 50 | $125,328 | $0 | View return |
| 2021 | Pacific Health Education Center Inc | 990PF | Director | 5 | $3,000 | $0 | View return |
| 2021 | San Mateo Co Convention & Visitors Bureau | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2021 | Casa Ramona Inc. | 990 | Member | 2 | $0 | $0 | View return |
| 2020 | Community Foundation of the Ozarks Inc. | 990 | CFO | 50 | $137,366 | $0 | View return |
| 2020 | Pacific Health Education Center Inc | 990 | Director | 5 | $3,000 | $0 | View return |
| 2020 | San Mateo Co Convention & Visitors Bureau | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2020 | Casa Ramona Inc. | 990 | Member | 2 | $0 | $0 | View return |
| 2019 | Southwest Florida Community Foundation Inc. | 990 | CFO | 50 | $88,461 | $0 | View return |
| 2019 | Community Foundation of the Ozarks Inc. | 990 | CFO | 50 | $25,217 | $0 | View return |
| 2019 | Pacific Health Education Center Inc | 990 | Director | 5 | $3,250 | $0 | View return |
| 2019 | Veterans of Foreign Wars Department of California | 990 | Trustee | 2 | $0 | $0 | View return |
| 2019 | Casa Ramona Inc. | 990 | Member | 2 | $0 | $0 | View return |
| 2018 | Southwest Florida Community Foundation Inc. | 990 | CFO | 50 | $95,748 | $0 | View return |
| 2018 | Pacific Health Education Center Inc | 990 | Director | 5 | $1,000 | $0 | View return |
| 2018 | Santanecos En Norte America | 990EZ | Alt Vice President | 20 | $0 | - | View return |
| 2018 | Casa Ramona Inc. | 990 | Member | 2 | $0 | $0 | View return |
| 2017 | Southwest Florida Community Foundation Inc. | 990 | Director Of | 50 | $76,862 | $0 | View return |
| 2017 | Santanecos En Norte America | 990EZ | Alt Vice President | 25 | $0 | - | View return |
| 2017 | Pacific Health Education Center Inc | 990 | Director | 5 | $0 | $0 | View return |
| 2017 | Casa Ramona Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2016 | Staywell Health Care Inc. | 990 | Internist, Md | 40 | $156,589 | $0 | View return |
| 2016 | Santanecos En Norte America | 990EZ | Alt Vice President | 20 | $0 | - | View return |
| 2016 | Casa Ramona Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2015 | Healthcare Education Research and Evaluation Foundation | 990EZ | Immediate Past Chairman | 0 | $0 | $0 | View return |
| 2015 | Hospital Association of San Diego & Imperial Counties | 990 | Immediate Past Chair | 0.5 | $0 | $0 | View return |
| 2015 | California Hospital Association | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | Casa Ramona Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2015 | Santanecos En Norte America | 990EZ | Alt Vice President | 8 | $0 | - | View return |
| 2015 | Nassco Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Staywell Health Care Inc. | 990 | Internist | 40 | $147,264 | $0 | View return |
| 2014 | California Hospital Association | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | Casa Ramona Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2014 | Healthcare Education Research and Evaluation Foundation | 990EZ | Immediate Past Chairman | 0 | $0 | $0 | View return |
| 2014 | Hospital Association of San Diego & Imperial Counties | 990 | Immediate Past Chair | 0.5 | $0 | $0 | View return |
| 2014 | Nassco Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Staywell Health Care Inc. | 990 | Internist | 40 | $156,744 | $0 | View return |
| 2013 | Nassco Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Amyotrophic Lateral Sclerosis Assn | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2013 | Casa Ramona Inc. | 990 | Director | 2 | $0 | $0 | View return |