| 2025 | Fraternal Order of Eagles 3430 Aerie | 990 | Trustee | 5 | $0 | $0 | View return |
| 2025 | Heritage Care Connection Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2024 | Claremont Investment Management Company | 990 | Vice President And Deputy CIO | 40 | $0 | $472,873 | View return |
| 2024 | Heritage Care Connection Inc. | 990 | President | 1 | $0 | $0 | View return |
| 2024 | Fraternal Order of Eagles 3430 Aerie | 990 | Trustee | 5 | $0 | $0 | View return |
| 2023 | Claremont Mckenna College | 990 | Avp For Investments | 1 | $472,873 | $0 | View return |
| 2023 | Claremont Investment Fund | 990 | Vice President | 1 | $0 | $472,873 | View return |
| 2023 | Claremont Investment Management Company | 990 | Vice President And Deputy CIO | 40 | $0 | $382,500 | View return |
| 2023 | Fraternal Order of Eagles 3430 Aerie | 990 | Trustee | 5 | $0 | $0 | View return |
| 2023 | Eagle Creek Sailing Club Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Noblis Inc. | 990 | Bus Dev/Capt Director | 0 | $571,097 | $0 | View return |
| 2022 | Claremont Mckenna College | 990 | VP And Deputy CIO | 1 | $382,500 | $0 | View return |
| 2022 | Claremont Investment Fund | 990 | Vice President | 1 | $0 | $382,500 | View return |
| 2022 | Claremont Investment Management Company | 990 | Vice President | 40 | $0 | $305,000 | View return |
| 2022 | Heritage Care Connection Inc. | 990 | Chair | 1 | $0 | $0 | View return |
| 2022 | Fraternal Order of Eagles 3430 Aerie | 990 | Trustee | 5 | $0 | $0 | View return |
| 2022 | Yuba-Sutter Farm Bureau | 990 | 2n Vice Pres. | 1 | $0 | $0 | View return |
| 2022 | Yuba-Sutter Farm Bureau Fund for Ag Education | 990 | 2nd Vice Pres. | 1 | $0 | $0 | View return |
| 2021 | Claremont Mckenna College | 990 | VP And Deputy CIO | 1 | $305,000 | $0 | View return |
| 2021 | Claremont Investment Fund | 990 | Vice President | 1 | $0 | $305,000 | View return |
| 2021 | Claremont Investment Management Company | 990 | Vice President | 40 | $0 | $242,690 | View return |
| 2021 | Heritage Care Connection Inc. | 990 | Chair | 1 | $0 | $0 | View return |
| 2021 | Fraternal Order of Eagles 3430 Aerie | 990 | Trustee | 5 | $0 | $0 | View return |
| 2021 | Heritage Hospice Inc. | 990 | Chair | 2 | $0 | $0 | View return |
| 2021 | Yuba-Sutter Farm Bureau Fund for Ag Education | 990EZ | 2nd Vice Pres. | 1 | $0 | - | View return |
| 2020 | Kern County Fire Fighters Union Iaff No 1301 | 990 | Vice President | 10 | $3,030 | $0 | View return |
| 2020 | Claremont Investment Fund | 990 | Vice President | 1 | $0 | $242,690 | View return |
| 2020 | Claremont Investment Management Company | 990 | Vice President | 40 | $0 | $235,653 | View return |
| 2020 | Fraternal Order of Eagles 3430 Aerie | 990 | Trustee | 5 | $0 | $0 | View return |
| 2020 | Heritage Care Connection Inc. | 990EZ | Chair | 1 | $0 | $0 | View return |
| 2020 | Heritage Hospice Inc. | 990 | Chair | 2 | $0 | $0 | View return |
| 2020 | Yuba-Sutter Farm Bureau Fund for Ag Education | 990EZ | 3rd Vice Pres. | 1 | $0 | - | View return |
| 2020 | Yuba-Sutter Farm Bureau | 990 | 3rd Vice Pres. | 1 | $0 | $0 | View return |
| 2019 | Kern County Fire Fighters Union Iaff No 1301 | 990 | Vice President | 10 | $4,163 | $0 | View return |
| 2019 | Claremont Investment Fund | 990 | Vice President | 1 | $0 | $235,653 | View return |
| 2019 | Claremont Investment Management Company | 990 | Vice President | 1 | $0 | $222,704 | View return |
| 2019 | Heritage Care Connection Inc. | 990EZ | Vice Chair | 1 | $0 | $0 | View return |
| 2019 | Fraternal Order of Eagles 3430 Aerie | 990 | Trustee | 5 | $0 | $0 | View return |
| 2019 | Heritage Hospice Inc. | 990 | Chair | 2 | $0 | $0 | View return |
| 2019 | Yuba-Sutter Farm Bureau Fund for Ag Education | 990EZ | 3rd Vice Pres. | 1 | $0 | - | View return |
| 2019 | Yuba-Sutter Farm Bureau | 990 | 3rd Vice Pres. | 1 | $0 | $0 | View return |
| 2018 | Kern County Fire Fighters Union Iaff No 1301 | 990 | Vice President | 10 | $3,465 | $0 | View return |
| 2018 | Claremont Investment Fund | 990 | Vice President | 1 | $0 | $222,704 | View return |
| 2018 | Fraternal Order of Eagles 3430 Aerie | 990 | Trustee | 5 | $0 | $0 | View return |
| 2018 | Heritage Care Connection Inc. | 990EZ | Director | 1 | $0 | $0 | View return |
| 2018 | Heritage Hospice Inc. | 990 | Chair | 2 | $0 | $0 | View return |
| 2018 | Yuba-Sutter Farm Bureau Fund for Ag Education | 990EZ | 3rd Vice Pres. | 1 | $0 | - | View return |
| 2018 | Yuba-Sutter Farm Bureau | 990 | 3rd Vice Pres. | 1 | $0 | $0 | View return |
| 2017 | Heritage Care Connection Inc. | 990EZ | Director | 1 | $0 | $0 | View return |
| 2017 | Fraternal Order of Eagles 3430 Aerie | 990 | Trustee | 5 | $0 | $0 | View return |
| 2017 | Claremont Investment Fund | 990EZ | Vice President | 0 | $0 | $0 | View return |
| 2017 | Heritage Hospice Inc. | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2017 | Yuba-Sutter Farm Bureau Fund for Ag Education | 990EZ | 3rd Vice Pres. | 1 | $0 | - | View return |
| 2017 | Yuba-Sutter Farm Bureau | 990 | 3rd Vice Pres. | 1 | $0 | $0 | View return |
| 2016 | Fraternal Order of Eagles 3430 Aerie | 990 | Trustee | 5 | $0 | $0 | View return |
| 2016 | Heritage Hospice Inc. | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2016 | Free & Accepted Masons #715 Englewood Lodge | 990EZ | Worshipful Master | 6 | $0 | - | View return |
| 2016 | Yuba-Sutter Farm Bureau Fund for Ag Education | 990EZ | Executive Director | 1 | $0 | - | View return |
| 2016 | Yuba-Sutter Farm Bureau | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Fraternal Order of Eagles 3430 Aerie | 990 | Trustee | 5 | $0 | $0 | View return |
| 2015 | Heritage Hospice Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Free & Accepted Masons #715 Englewood Lodge | 990EZ | Jr Warden | 4 | $0 | - | View return |
| 2013 | Columbus Roadrunners Inc | 990EZ | Secretary | 2 | $0 | $0 | View return |