| 2025 | William I Smith Family Foundation | 990PF | Board Advisor | 2 | $12,000 | $0 | View return |
| 2024 | William I Smith Family Foundation | 990PF | Board Advisor | 2 | $10,000 | $0 | View return |
| 2024 | Irish Rover Incorporated | 990EZ | Editor In Chief | 9 | $0 | $0 | View return |
| 2024 | International Association of Security and Investigative Regulators Inc | 990EZ | Industry Rep - Armored CAR | 1 | $0 | $0 | View return |
| 2024 | Certifying Commission in Medical Management Inc | 990 | Chair | 0.1 | $0 | $0 | View return |
| 2024 | Charles Schwab Corporation Foundation | 990PF | Officer - Treasurer | 3 | $0 | $0 | View return |
| 2024 | American Association for Physician Leadership Inc. | 990 | Director - (Ccmm Chair) | 1 | $0 | $0 | View return |
| 2024 | The Research & Educational Foundation of the Ohio Hospital Association | 990 | Trustee-At-Large | 1 | $0 | $0 | View return |
| 2024 | Ohio Hospital Association | 990 | Immediate Past Chair | 2 | $0 | $0 | View return |
| 2024 | Irish Rover Incorporated | 990EZ | Editor In Chief | 9 | $0 | $0 | View return |
| 2024 | The Baltimore Teachers Union Local 340 | 990 | Teacher Chapter Elementary School V.P. | 2 | $0 | $0 | View return |
| 2023 | William I Smith Family Foundation | 990PF | Board Advisor | 2 | $10,000 | $0 | View return |
| 2023 | Irish Rover Incorporated | 990EZ | Campus Editor | 5 | $0 | $0 | View return |
| 2023 | Charles Schwab Corporation Foundation | 990PF | Officer - Treasurer | 3 | $0 | $0 | View return |
| 2023 | International Association of Security and Investigative Regulators Inc | 990EZ | Industry Representative - Armored CAR | 1 | $0 | $0 | View return |
| 2023 | Certifying Commission in Medical Management Inc | 990 | Vice Chair | 0.1 | $0 | $0 | View return |
| 2023 | American Association for Physician Leadership Inc. | 990 | Director - (Ccmm Vice Chair) | 1 | $0 | $0 | View return |
| 2022 | William I Smith Family Foundation | 990PF | Board Advisor | 2 | $10,000 | $0 | View return |
| 2022 | Holzer Heritage Foundation | 990 | CEO - Hhs | 1 | $0 | $665,820 | View return |
| 2022 | Charles Schwab Corporation Foundation | 990PF | Officer - Treasurer | 3 | $0 | $0 | View return |
| 2022 | American Association for Physician Leadership Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | William I Smith Family Foundation | 990PF | Board Advisor | 2 | $10,000 | $0 | View return |
| 2021 | Holzer Heritage Foundation | 990 | CEO - Hhs | 1 | $0 | $670,014 | View return |
| 2021 | American Association for Physician Leadership Inc. | 990 | Director | 1 | $0 | $3,000 | View return |
| 2021 | Charles Schwab Corporation Foundation | 990PF | Officer - Treasurer | 3 | $0 | $0 | View return |
| 2020 | William I Smith Family Foundation | 990PF | Board Advisor | 2 | $7,500 | $0 | View return |
| 2020 | Holzer Heritage Foundation | 990 | CEO - Hhs | 1 | $0 | $617,183 | View return |
| 2020 | American Association for Physician Leadership Inc. | 990 | Director | 1 | $0 | $6,000 | View return |
| 2020 | Charles Schwab Corporation Foundation | 990PF | Officer - Treasurer | 3 | $0 | $0 | View return |
| 2019 | William I Smith Family Foundation | 990PF | Board Advisor | 2 | $7,500 | $0 | View return |
| 2019 | Holzer Heritage Foundation | 990 | CEO - Hhs | 1 | $0 | $648,610 | View return |
| 2019 | American Association for Physician Leadership Inc. | 990 | Director | 1 | $0 | $6,000 | View return |
| 2019 | Charles Schwab Corporation Foundation | 990PF | Officer - Treasurer | 3 | $0 | $0 | View return |
| 2018 | Holzer Heritage Foundation | 990 | CEO - Hhs | 1 | $0 | $559,980 | View return |
| 2018 | Charles Schwab Corporation Foundation | 990PF | Treasurer | 3 | $0 | $0 | View return |
| 2017 | Holzer Heritage Foundation | 990 | CEO - Hhs | 1 | $0 | $528,737 | View return |
| 2017 | Charles Schwab Corporation Foundation | 990PF | Treasurer | 3 | $0 | $0 | View return |
| 2016 | Holzer Heritage Foundation | 990 | Trustee (Through 12/16), CEO - Hhs | 1 | $0 | $353,712 | View return |
| 2016 | Paris-Henry County Rescue Squad Inc. | 990 | Maintenance | - | $0 | $0 | View return |
| 2015 | Holzer Heritage Foundation | 990 | CEO - Hhs (Part Year) | 1 | $0 | $328,275 | View return |
| 2015 | Paris-Henry County Rescue Squad Inc. | 990 | Maintenance | - | $0 | $0 | View return |
| 2015 | Electronic Transactions Association | 990 | Ex-Officer | 0.5 | $0 | $0 | View return |