| 2025 | Sharp Literacy Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Katz Foundation | 990PF | President | 5 | $0 | $0 | View return |
| 2024 | Sharp Literacy Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Katz Foundation | 990PF | President | 5 | $0 | $0 | View return |
| 2023 | Mountain Ridge Country Club | 990 | Director | 3 | $0 | $0 | View return |
| 2023 | Sharp Literacy Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Katz Foundation | 990PF | President | 5 | $0 | $0 | View return |
| 2022 | Mountain Ridge Country Club | 990 | Governor | 3 | $0 | $0 | View return |
| 2021 | Tree-Plenish | 990EZ | Director Of Operations | 20 | $2,400 | $0 | View return |
| 2021 | Katz Foundation | 990PF | President | 5 | $0 | $0 | View return |
| 2020 | Katz Foundation | 990PF | President | 5 | $0 | $0 | View return |
| 2020 | Little League Baseball Incorporated | 990EZ | Vice President | 5 | $0 | - | View return |
| 2019 | Connecticut State Medical Society Inc | 990 | Outgoing Evp/CEO 11/19 | 50 | $297,808 | $0 | View return |
| 2019 | Csms Physicians Health and Education Fund | 990 | Outgoing Evp/CEO 11/19 | 50 | $0 | $297,808 | View return |
| 2019 | Physicians Advocacy Institute Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Katz Foundation | 990PF | President | 5 | $0 | $0 | View return |
| 2019 | Alpha Sigma Phi Fraternity Inc | 990EZ | Board Member | 0 | $0 | $0 | View return |
| 2018 | Connecticut State Medical Society Inc | 990 | Evp/CEO | 50 | $288,847 | $0 | View return |
| 2018 | Csms Physicians Health and Education Fund | 990 | Evp/CEO | 50 | $0 | $288,847 | View return |
| 2018 | Katz Foundation | 990PF | President | 5 | $0 | $0 | View return |
| 2018 | Physicians Advocacy Institute Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Connecticut State Medical Society Inc | 990 | Evp/CEO | 50 | $288,337 | $0 | View return |
| 2017 | Csms Physicians Health and Education Fund | 990 | Evp/CEO | 50 | $0 | $288,337 | View return |
| 2017 | Katz Foundation | 990PF | President | 5 | $0 | - | View return |
| 2017 | Physicians Advocacy Institute Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | The K9 Fund | 990 | President & CEO | 5 | $0 | $0 | View return |
| 2017 | Connecticut State Medical Society Charitable Trust | 990EZ | Executive Vice President/CEO | 0.5 | $0 | $0 | View return |
| 2016 | Connecticut State Medical Society Inc | 990 | Evp/CEO | 50 | $287,059 | $0 | View return |
| 2016 | Csms Physicians Health and Education Fund | 990 | Evp/CEO | 1 | $0 | $287,059 | View return |
| 2016 | Physicians Advocacy Institute Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Connecticut State Medical Society Charitable Trust | 990EZ | Board Member | 0.5 | $0 | $0 | View return |
| 2016 | Katz Foundation | 990PF | President | 5 | $0 | - | View return |
| 2016 | Chicago Law and Education Foundation | 990 | Board Of Director | 1 | $0 | $0 | View return |
| 2015 | Connecticut State Medical Society Inc | 990 | Evp/CEO | 50 | $287,846 | $0 | View return |
| 2015 | Csms Physicians Health and Education Fund | 990 | Evp/CEO | 1 | $0 | $287,846 | View return |
| 2015 | Physicians Advocacy Institute Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Connecticut State Medical Society Charitable Trust | 990EZ | Board Member | 0.5 | $0 | $0 | View return |
| 2015 | Chicago Law and Education Foundation | 990 | Board Of Director | 1 | $0 | $0 | View return |
| 2014 | Connecticut State Medical Society Inc | 990 | Evp/CEO | 50 | $280,125 | $0 | View return |
| 2014 | Csms Physicians Health and Education Fund | 990 | Evp/CEO | 1 | $0 | $280,125 | View return |
| 2014 | Physicians Advocacy Institute Inc | 990 | Individual Trustee/Director | 0 | $0 | $0 | View return |
| 2014 | Connecticut State Medical Society Charitable Trust | 990EZ | Board Member | 0.5 | $0 | $0 | View return |
| 2014 | In Search of Genius | 990 | Director | - | $0 | $0 | View return |
| 2013 | Connecticut State Medical Society Inc | 990 | Evp/CEO | 54 | $293,558 | $0 | View return |
| 2013 | Connecticut State Medical Society Charitable Trust | 990EZ | Board Member | 0.5 | $0 | $0 | View return |
| 2013 | Physicians Advocacy Institute Inc | 990 | Individual Trustee/Directo | 0 | $0 | $0 | View return |
| 2013 | In Search of Genius | 990 | Director | 0.1 | $0 | $0 | View return |
| 2013 | In Search of Genius | 990 | Director | 0.1 | $0 | $0 | View return |