| 2024 | Habitat for Humanity International | 990 | Member | 2 | $0 | $0 | View return |
| 2024 | The Grey Foundation Americas Inc | 990 | Board Member | 0.6 | $0 | $0 | View return |
| 2024 | Pennsylvania Barge Club | 990 | Treasurer | 10 | $0 | $0 | View return |
| 2023 | Retiresafe | 990 | President/CEO | 40 | $148,500 | $0 | View return |
| 2023 | Methodist Home of Kentucky Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2023 | Habitat for Humanity International | 990 | Member | 2 | $0 | $0 | View return |
| 2023 | The Grey Foundation Americas Inc | 990EZ | Board Member | 1.2 | $0 | $0 | View return |
| 2023 | Pennsylvania Barge Club | 990 | Board Member | 2 | $0 | $0 | View return |
| 2023 | Kentucky Wesleyan College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | Mercy Life Center Corporation | 990 | Director; Chair As Of 1/24 | 1 | $0 | $0 | View return |
| 2023 | Pittsburgh Mercy Health System Inc | 990 | Director; Chair As Of 1/24 | 1 | $0 | $0 | View return |
| 2022 | Retiresafe | 990 | President/CEO | 40 | $135,000 | $0 | View return |
| 2022 | Methodist Home of Kentucky Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2022 | Pennsylvania Barge Club | 990 | Board Member | 2 | $0 | $0 | View return |
| 2022 | Habitat for Humanity International | 990 | Member | 2 | $0 | $0 | View return |
| 2022 | Phila Area Indpdnt School Business | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Kentucky Wesleyan College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | Mercy Life Center Corporation | 990 | Director As Of 1/23 | 1 | $0 | $0 | View return |
| 2022 | Pittsburgh Mercy Health System Inc | 990 | Director As Of 1/23 | 1 | $0 | $0 | View return |
| 2021 | Retiresafe | 990 | President/CEO | 40 | $125,000 | $0 | View return |
| 2021 | The Farmers Educational and Cooperative | 990 | Board Member | 2 | $0 | $0 | View return |
| 2021 | Habitat for Humanity International | 990 | Member | 2 | $0 | $0 | View return |
| 2021 | Methodist Home of Kentucky Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2021 | Pennsylvania Barge Club | 990 | Board Member | 2 | $0 | $0 | View return |
| 2021 | Kentucky Wesleyan College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Retiresafe | 990 | President/CEO | 40 | $121,000 | $0 | View return |
| 2020 | Pennsylvania Barge Club | 990 | Board Member | 2 | $0 | $0 | View return |
| 2020 | The Farmers Educational and Cooperative | 990 | Board Member | 2 | $0 | $0 | View return |
| 2020 | Habitat for Humanity International | 990 | Member | 2 | $0 | $0 | View return |
| 2020 | Good Samaritan Foundation Inc | 990PF | Director | 1 | $0 | $0 | View return |
| 2020 | Methodist Home of Kentucky Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2020 | Philadelphia Area Independent School | 990 | Chair Emeritus | 1 | $0 | $0 | View return |
| 2020 | Philadelphia Area Independent School | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Kentucky Wesleyan College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Retiresafe | 990 | President/CEO | 40 | $91,667 | $0 | View return |
| 2019 | Philadelphia Area Independent School | 990 | Board Chair | 1 | $0 | $0 | View return |
| 2019 | The Farmers Educational and Cooperative | 990 | Board Member | 2 | $0 | $0 | View return |
| 2019 | Pennsylvania Barge Club | 990 | Board Member | 2 | $0 | $0 | View return |
| 2019 | Financial Executives International | 990EZ | Director | 3 | $0 | $0 | View return |
| 2019 | Methodist Home of Kentucky Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2019 | Kentucky Wesleyan College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Pennsylvania Barge Club | 990 | Board Member | 2 | $0 | $0 | View return |
| 2018 | Pennsylvania Barge Club | 990 | Board Member | 2 | $0 | $0 | View return |
| 2018 | The Farmers Educational and Cooperative | 990 | Director | 5 | $0 | $0 | View return |
| 2018 | Methodist Home of Kentucky Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2018 | Philadelphia Area Independent School | 990 | Board Chair | 1 | $0 | $0 | View return |
| 2018 | Pennsylvania Barge Club | 990 | Board Member | 2 | $0 | $0 | View return |
| 2017 | Pennsylvania Barge Club | 990 | Board Member | 2 | $0 | $0 | View return |
| 2017 | Methodist Home of Kentucky Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2017 | Philadelphia Area Independent School | 990 | Vice Chair | 1 | $0 | $0 | View return |
| 2017 | Kentucky Wesleyan College | 990 | Ex-Officio | 1 | $0 | $0 | View return |
| 2017 | Kentucky Wesleyan College | 990 | Ex-Officio | 1 | $0 | $0 | View return |
| 2016 | Pennsylvania Barge Club | 990 | Board Member | 2 | $0 | $0 | View return |
| 2016 | Methodist Home of Kentucky Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2016 | Philadelphia Area Independent School | 990 | Vice Chair | 1 | $0 | $0 | View return |
| 2016 | Kentucky Wesleyan College | 990 | Ex-Officio | 1 | $0 | $0 | View return |
| 2016 | Financial Executives International | 990EZ | President | 3 | $0 | $0 | View return |
| 2015 | Pennsylvania Barge Club | 990 | Board Member | 2 | $0 | $0 | View return |
| 2015 | Methodist Home of Kentucky Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2015 | Philadelphia Area Independent School | 990 | Vice Chair | 1 | $0 | $0 | View return |
| 2015 | Financial Executives International | 990EZ | President-Elect | 3 | $0 | $0 | View return |
| 2015 | Kentucky Wesleyan College | 990 | Ex-Officio | 1 | $0 | $0 | View return |
| 2014 | Dairy Producers of Utah | 990 | Director | 1 | $2,500 | $0 | View return |
| 2014 | Methodist Home of Kentucky Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2014 | Pennsylvania Barge Club | 990 | Board Member | 2 | $0 | $0 | View return |
| 2014 | Philadelphia Area Independent School | 990 | Vice Chair (June - December) | 1 | $0 | $0 | View return |
| 2014 | Philadelphia Area Independent School | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Kentucky Wesleyan College | 990 | Ex-Officio | 1 | $0 | $0 | View return |
| 2014 | Financial Executives International | 990EZ | 2nd Vice President | 3 | $0 | $0 | View return |
| 2013 | Kentucky Wesleyan College | 990 | Ex-Officio | 1 | $0 | $0 | View return |
| 2013 | Financial Executives International | 990EZ | Treasurer | 3 | $0 | $0 | View return |
| 2013 | Philadelphia Area Independent School | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Pennsylvania Barge Club | 990 | Board Member | 2 | $0 | $0 | View return |
| 2013 | Dairy Producers of Utah | 990 | Pres/Chair | 1 | $0 | $0 | View return |
| 2013 | Methodist Home of Kentucky Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2013 | Kencrest Services | 990 | Treasurer | 0.5 | $0 | $0 | View return |