| 2024 | Leadingage Texas | 990 | Director | 5 | $0 | $0 | View return |
| 2024 | Texas Womens Foundation | 990 | Board Director | 4 | $0 | $0 | View return |
| 2023 | The Legacy Senior Communities Inc | 990 | President/CEO | 11 | $719,049 | $0 | View return |
| 2023 | The Legacy Midtown Park Inc. | 990 | President/CEO | 11 | $0 | $719,049 | View return |
| 2023 | The Legacy at Home Inc. | 990 | President/CEO | 3 | $0 | $719,049 | View return |
| 2023 | The Legacy Willow Bend Inc. | 990 | President/CEO | 11 | $0 | $719,049 | View return |
| 2023 | Dallas Home for Jewish Aged Endowment Foundation Inc | 990 | President/CEO | 4 | $0 | $719,049 | View return |
| 2023 | Leadingage Texas | 990 | Director | 5 | $0 | $0 | View return |
| 2023 | St Philip'S School and Community Center | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2023 | 1600 Pennsylvania | 990EZ | Treasurer | 2 | $0 | - | View return |
| 2023 | Association of Jewish Aging Services | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Texas Womens Foundation | 990 | Board Director | 4 | $0 | $0 | View return |
| 2022 | The Legacy Senior Communities Inc | 990 | President/CEO | 11 | $556,363 | $0 | View return |
| 2022 | The Legacy Willow Bend Inc. | 990 | President/CEO | 11 | $0 | $556,363 | View return |
| 2022 | The Legacy Midtown Park Inc. | 990 | Lsc President/CEO | 11 | $0 | $556,363 | View return |
| 2022 | The Legacy at Home Inc. | 990 | President/CEO | 3 | $0 | $556,363 | View return |
| 2022 | Dallas Home for Jewish Aged Endowment Foundation Inc | 990 | Lsc President/CEO | 4 | $0 | $556,363 | View return |
| 2022 | Leadingage Texas | 990 | Director | 5 | $0 | $0 | View return |
| 2022 | 1600 Pennsylvania | 990EZ | Treasurer | 2 | $0 | - | View return |
| 2022 | The Enrollment Management Association Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2022 | Association of Jewish Aging Services | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | St Philip'S School and Community Center | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2022 | Texas Womens Foundation | 990 | Finance Chair | 4 | $0 | $0 | View return |
| 2021 | Leadingage Texas | 990 | Director | 5 | $0 | $0 | View return |
| 2021 | Texas Womens Foundation | 990 | Director, Treasurer | 4 | $0 | $0 | View return |
| 2021 | 1600 Pennsylvania | 990EZ | Treasurer | 2 | $0 | - | View return |
| 2021 | St Philip'S School and Community Center | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2021 | The Enrollment Management Association Inc. | 990 | Treasurer & Finance Chair | 2 | $0 | $0 | View return |
| 2021 | Association of Jewish Aging Services | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | The Legacy Senior Communities Inc | 990 | President/CEO | 11 | $574,544 | $0 | View return |
| 2020 | The Legacy Willow Bend Inc. | 990 | President/CEO | 11 | $0 | $574,544 | View return |
| 2020 | The Legacy Midtown Park Inc. | 990 | Lsc President/CEO | 11 | $0 | $574,544 | View return |
| 2020 | The Legacy at Home Inc. | 990 | President/CEO | 3 | $0 | $574,544 | View return |
| 2020 | Dallas Home for Jewish Aged Endowment Foundation Inc | 990 | Lsc President/CEO | 4 | $0 | $574,544 | View return |
| 2020 | Texas Womens Foundation | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Leadingage Texas | 990 | Director | 5 | $0 | $0 | View return |
| 2020 | St Philip'S School and Community Center | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2020 | 1600 Pennsylvania | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2020 | The Enrollment Management Association Inc. | 990 | Treasurer & Finance Chair | 2 | $0 | $0 | View return |
| 2019 | The Legacy Senior Communities Inc | 990 | President CEO | 11 | $448,467 | $0 | View return |
| 2019 | The Legacy Willow Bend Inc. | 990 | President/CEO | 11 | $0 | $448,467 | View return |
| 2019 | The Legacy Midtown Park Inc. | 990 | President & CEO | 11 | $0 | $448,467 | View return |
| 2019 | The Legacy at Home Inc. | 990 | President/CEO | 3 | $0 | $448,467 | View return |
| 2019 | Leadingage Texas | 990 | Director | 5 | $0 | $0 | View return |
| 2019 | 1600 Pennsylvania | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2019 | Sp 1600 Penn Foundation | 990 | Treasurer | 0 | $0 | $0 | View return |
| 2019 | The Enrollment Management Association Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2019 | St Philip'S School and Community Center | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2018 | The Legacy Senior Communities Inc | 990 | President CEO | 13 | $482,906 | $0 | View return |
| 2018 | Dallas Home for Jewish Aged Inc | 990 | Lsc President/CEO | 1 | $0 | $482,906 | View return |
| 2018 | The Legacy at Home Inc. | 990 | President/CEO | 3 | $0 | $482,906 | View return |
| 2018 | The Legacy Willow Bend Inc. | 990 | President/CEO | 13 | $0 | $482,906 | View return |
| 2018 | Dallas Home for Jewish Aged Endowment Foundation Inc | 990 | President/CEO | 3 | $0 | $482,906 | View return |
| 2018 | The Legacy Midtown Park Inc. | 990 | President & CEO | 7 | $0 | $482,906 | View return |
| 2018 | The Enrollment Management Association Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2017 | Greenhill School | 990 | CFO/COO - Thru 08/2017 | 50 | $213,112 | $0 | View return |
| 2017 | The Legacy Senior Communities Inc | 990 | President And CEO | 14 | $153,477 | $0 | View return |
| 2017 | The Legacy Willow Bend Inc. | 990 | President & CEO | 14 | $0 | $153,477 | View return |
| 2017 | The Legacy Midtown Park Inc. | 990 | President & CEO | 7 | $0 | $153,477 | View return |
| 2017 | The Legacy at Home Inc. | 990 | President & CEO | 3 | $0 | $153,477 | View return |
| 2017 | Dallas Home for Jewish Aged Inc | 990 | Lsc President/CEO | 1 | $0 | $153,477 | View return |
| 2017 | Dallas Home for Jewish Aged Endowment Foundation Inc | 990 | President & CEO | 1 | $0 | $153,477 | View return |
| 2016 | Greenhill School | 990 | CFO/COO | 50 | $297,761 | $0 | View return |
| 2016 | Isas Group Benefits Trust | 990 | Trustee | 0.8 | $0 | $297,761 | View return |
| 2016 | Independant School Data Exchange Inc. | 990 | Director/Board Member | 0 | $0 | $0 | View return |
| 2016 | National Business Officers Association Inc. | 990 | Board Chair | 10 | $0 | $0 | View return |
| 2016 | The Legacy Senior Communities Inc | 990 | President And CEO | 1 | $0 | $0 | View return |
| 2015 | Greenhill School | 990 | CFO | 50 | $287,504 | $0 | View return |
| 2015 | Isas Group Benefits Trust | 990 | Trustee | 0.8 | $0 | $287,504 | View return |
| 2015 | Independant School Data Exchange Inc. | 990 | Director/Board Member | 0 | $0 | $0 | View return |
| 2015 | Classical Uprising | 990EZ | Director | 3 | $0 | $0 | View return |
| 2015 | National Business Officers Association Inc. | 990 | Board Chair | 10 | $0 | $0 | View return |
| 2014 | Greenhill School | 990 | CFO | 50 | $277,488 | $0 | View return |
| 2014 | Isas Group Benefits Trust | 990 | Trustee/Treasurer | 1.3 | $0 | $277,488 | View return |
| 2014 | Independant School Data Exchange Inc. | 990 | Director/Boa | - | $0 | $0 | View return |
| 2014 | National Business Officers Association Inc. | 990 | Chair-Elect | 5 | $0 | $0 | View return |
| 2013 | Greenhill School | 990 | CFO | 50 | $289,079 | $0 | View return |
| 2013 | Isas Group Benefits Trust | 990 | Trustee / Treasurer | 1.9 | $0 | $261,240 | View return |
| 2013 | National Business Officers Association Inc. | 990 | Secretary | 5 | $0 | $0 | View return |
| 2013 | Independant School Data Exchange Inc. | 990 | Director/Boa | 1 | $0 | $0 | View return |