| 2025 | Dells Housing Inc Hud Project No Sh-Wis | 990EZ | President | 1 | $0 | $0 | View return |
| 2025 | Sand Hill Booster Club Inc | 990EZ | President | 0 | $0 | - | View return |
| 2024 | The Phoenix Theatre Company | 990 | Managing Director | 40 | $151,674 | $0 | View return |
| 2024 | International Brotherhood of Electrical Workers | 990 | Executive Bo | 2 | $8,127 | $0 | View return |
| 2024 | Sand Hill Booster Club Inc | 990EZ | President | 0 | $0 | - | View return |
| 2024 | Dells Housing Inc Hud Project No Sh-Wis | 990EZ | President | 1 | $0 | $0 | View return |
| 2024 | Worromon Togus Lake Association | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2024 | Hudson River Air Dogs Inc | 990EZ | Board Member | 5 | $0 | $0 | View return |
| 2024 | East Tennessee Health Information Network | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Wisconsin Institute of Certified Public Accountants Inc | 990 | Past Chair | 1 | $0 | $0 | View return |
| 2023 | The Phoenix Theatre Company | 990 | Managing Director | 40 | $147,889 | $0 | View return |
| 2023 | Sand Hill Booster Club Inc | 990EZ | President | 0 | $0 | - | View return |
| 2023 | Dells Housing Inc Hud Project No Sh-Wis | 990EZ | President | 1 | $0 | $0 | View return |
| 2023 | East Tennessee Health Information Network | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Tennessee Hospital Association | 990 | Board Of Directors | 0.1 | $0 | $0 | View return |
| 2023 | Wadsworth Atheneum Museum of Art | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | Wisconsin Institute of Certified Public Accountants Inc | 990 | Chair | 1 | $0 | $0 | View return |
| 2022 | The Phoenix Theatre Company | 990 | Managing Director | 40 | $138,402 | $0 | View return |
| 2022 | International Brotherhood of Electrical Workers | 990 | Executive Bo | 2 | $1,226 | $0 | View return |
| 2022 | Sand Hill Booster Club Inc | 990EZ | Vice President | 0 | $0 | - | View return |
| 2022 | Dells Housing Inc Hud Project No Sh-Wis | 990EZ | President | 1 | $0 | $0 | View return |
| 2022 | East Tennessee Health Information Network | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Wisconsin Institute of Certified Public Accountants Inc | 990 | Chair -Elect | 1 | $0 | $0 | View return |
| 2022 | Tennessee Hospital Association | 990 | Board Of Directors | 0.1 | $0 | $0 | View return |
| 2022 | Schola Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Wadsworth Atheneum Museum of Art | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Dells Housing Inc Hud Project No Sh-Wis | 990EZ | President | 1 | $0 | $0 | View return |
| 2021 | Tennessee Hospital Association | 990 | Board Of Directors | 0.1 | $0 | $0 | View return |
| 2021 | East Tennessee Health Information Network | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Wadsworth Atheneum Museum of Art | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Schola Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Wisconsin Institute of Certified Public Accountants Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Tennessee Hospital Association | 990 | Board Of Directors | 0.1 | $0 | $0 | View return |
| 2020 | Tennessee Hospital Association | 990 | Board Of Directors | 0.1 | $0 | $0 | View return |
| 2020 | Wadsworth Atheneum Museum of Art | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Schola Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | Children'S Hospital Inc | 990 | COO | 54 | $434,958 | $0 | View return |
| 2019 | Wadsworth Atheneum Museum of Art | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Wisconsin Institute of Certified Public Accountants Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Miracle League Northshore | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | Children'S Hospital Inc | 990 | COO | 54 | $362,880 | $0 | View return |
| 2018 | Wisconsin Institute of Certified Public Accountants Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Miracle League Northshore | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | Wadsworth Atheneum Museum of Art | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Viper Nation Education Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Wadsworth Atheneum Museum of Art | 990 | Outgoing Trustee | 1 | $0 | $0 | View return |
| 2016 | Wadsworth Atheneum Museum of Art | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | Wadsworth Atheneum Museum of Art | 990 | Investment Committee Chair | 1 | $0 | $0 | View return |
| 2014 | Wadsworth Atheneum Museum of Art | 990 | Investment Committee Chair | 1 | $0 | $0 | View return |