| 2025 | International Assoc of Heat & Frost Insulators & Asbestos Workers Local #17 | 990 | Fund Administrator | 50 | $168,544 | $0 | View return |
| 2025 | Associated Society-Animal Protection Ltd. | 990EZ | Secretary | 1 | $0 | $0 | View return |
| 2024 | Front Porch Communities and Services | 990 | Chief Advancement Officer | 38 | $577,875 | $0 | View return |
| 2024 | International Assoc of Heat & Frost Insulators & Asbestos Workers Local #17 | 990 | Fund Administrator | 50 | $165,646 | $0 | View return |
| 2024 | Front Porch Communities Foundation | 990 | Chief Advancement Officer | 2 | $0 | $577,875 | View return |
| 2024 | International Association of Heat & Frost Insulators Local 17 Welfare Fund | 990 | Fund Administrator | 40 | $0 | $165,646 | View return |
| 2024 | Associated Society-Animal Protection Ltd. | 990EZ | Secretary | 1 | $0 | $0 | View return |
| 2024 | Midwest Employee Benefit Funds Coalition Inc | 990 | Director | 0.25 | $0 | $0 | View return |
| 2023 | International Assoc of Heat & Frost Insulators & Asbestos Workers Local #17 | 990 | Fund Administrator | 50 | $162,461 | $0 | View return |
| 2023 | Bethany Center Senior Housing Inc. | 990 | Chief Strategy/Adv. Officer | 0.1 | $0 | $455,032 | View return |
| 2023 | Presidio Gate Apartments | 990 | Chief Strategy/Adv. Officer | 0.1 | $0 | $455,032 | View return |
| 2023 | Jennings Senior Housing Inc. | 990 | Chief Strategy/Adv. Officer | 0.1 | $0 | $455,032 | View return |
| 2023 | Lytton IV Housing Corporation | 990 | Chief Strategy/Adv. Officer | 0.1 | $0 | $455,032 | View return |
| 2023 | International Association of Heat & Frost Insulators Local 17 Welfare Fund | 990 | Fund Administrator | 40 | $0 | $162,461 | View return |
| 2023 | Associated Society-Animal Protection Ltd. | 990EZ | Secretary | 1 | $0 | $0 | View return |
| 2023 | Midwest Employee Benefit Funds Coalition Inc | 990 | Director | 0.25 | $0 | $0 | View return |
| 2022 | Front Porch Communities and Services | 990 | Chief Strategy & Adv Officer | 38 | $560,809 | $0 | View return |
| 2022 | International Assoc of Heat & Frost Insulators & Asbestos Workers Local #17 | 990 | Fund Administrator | 50 | $158,850 | $0 | View return |
| 2022 | Front Porch Communities Foundation | 990 | Chief Strategy & Adv Officer | 2 | $0 | $560,809 | View return |
| 2022 | International Association of Heat & Frost Insulators Local 17 Welfare Fund | 990 | Fund Administrator | 40 | $0 | $158,850 | View return |
| 2022 | Associated Society-Animal Protection Ltd. | 990EZ | Secretary | 1 | $0 | $0 | View return |
| 2022 | Midwest Employee Benefit Funds Coalition Inc | 990 | Director | 0.25 | $0 | $0 | View return |
| 2021 | Front Porch Communities and Services | 990 | Chief Strategy & Adv Officer | 12 | $373,068 | $152,538 | View return |
| 2021 | International Assoc of Heat & Frost Insulators & Asbestos Workers Local #17 | 990 | Fund Administrator | 50 | $159,361 | $0 | View return |
| 2021 | Episcopal Senior Communities | 990 | Sec./Chief Strgy & Adv Officer | 12 | $152,538 | $373,068 | View return |
| 2021 | Episcopal Senior Communities Foundation | 990 | Sec./Chief Strgy & Adv Officer | 1 | $0 | $525,606 | View return |
| 2021 | Front Porch Communities Operating Group LLC | 990 | Chief Strategy & Adv Officer | 12 | $0 | $525,606 | View return |
| 2021 | Senior Resources of the West | 990 | Sec./Chief Strgy & Adv Officer | 2 | $0 | $525,606 | View return |
| 2021 | International Association of Heat & Frost Insulators Local 17 Welfare Fund | 990 | Fund Administrator | 40 | $0 | $159,361 | View return |
| 2021 | Midwest Employee Benefit Funds Coalition Inc | 990 | Director | 0.25 | $0 | $0 | View return |
| 2020 | International Assoc of Heat & Frost Insulators & Asbestos Workers Local #17 | 990 | Fund Administrator | 50 | $153,775 | $0 | View return |
| 2020 | International Association of Heat & Frost Insulators Local 17 Welfare Fund | 990 | Fund Administrator | 40 | $0 | $153,775 | View return |
| 2020 | Associated Society-Animal Protection Ltd. | 990EZ | Secretary | 1 | $0 | $0 | View return |
| 2020 | Midwest Employee Benefit Funds Coalition Inc | 990 | Director | 0.25 | $0 | $0 | View return |
| 2019 | International Association of Heat & Frost Insulators Local 17 Welfare Fund | 990 | Fund Administrator | 40 | $146,384 | $0 | View return |
| 2019 | International Assoc of Heat & Frost Insulators & Asbestos Workers Local #17 | 990 | Fund Administrator | 50 | $130,543 | $0 | View return |
| 2019 | Midwest Employee Benefit Funds Coalition Inc | 990 | Director And Former Alternate Director | 0 | $0 | $0 | View return |
| 2018 | International Association of Heat & Frost Insulators Local 17 Welfare Fund | 990 | Fund Administrator | 40 | $144,419 | $0 | View return |
| 2018 | Midwest Employee Benefit Funds Coalition Inc | 990 | Alternate Director | 0 | $0 | $0 | View return |
| 2017 | International Association of Heat & Frost Insulators Local 17 Welfare Fund | 990 | Fund Administrator | 40 | $125,643 | $0 | View return |
| 2017 | Midwest Employee Benefit Funds Coalition Inc | 990 | Alternate Director | 0 | $0 | $0 | View return |
| 2017 | Santiago Canyon College Foundation | 990 | Secretary | 1 | $0 | $0 | View return |
| 2016 | Midwest Employee Benefit Funds Coalition Inc | 990 | Alternate Director | 0 | $0 | $0 | View return |
| 2016 | La Canada Flintridge Educational Foundation | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | Santiago Canyon College Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Midwest Employee Benefit Funds Coalition Inc | 990 | Alternate Director | 0 | $0 | $0 | View return |
| 2015 | La Canada Flintridge Educational Foundation | 990 | Director | 2 | $0 | $0 | View return |
| 2014 | Midwest Employee Benefit Funds Coalition Inc | 990 | Alternate Director | 0 | $0 | $0 | View return |
| 2014 | La Canada Flintridge Educational Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Midwest Employee Benefit Funds Coalition Inc | 990 | Alternate Director | 0 | $0 | $0 | View return |
| 2013 | Midwest Employee Benefit Funds Coalition Inc | 990 | Alternate Director | 0.5 | $0 | $0 | View return |
| 2013 | La Canada Flintridge Educational Foundation | 990 | Director | 1 | $0 | $0 | View return |