| 2025 | Days of Victory | 990EZ | Managing Director | 10 | $0 | $0 | View return |
| 2024 | City & County Credit Union | 990 | President/CEO | 40 | $693,580 | $0 | View return |
| 2024 | Johnston County Economic Development Corporation | 990 | Director | - | $0 | $0 | View return |
| 2024 | San Diego Rescue Mission Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | City & County Credit Union | 990 | President | 40 | $915,572 | $0 | View return |
| 2023 | Johnston County Economic Development Corporation | 990 | Director | - | $0 | $0 | View return |
| 2023 | Days of Victory | 990EZ | Director | 2 | $0 | $0 | View return |
| 2023 | Naiop Charlotte Chapter | 990 | Past President | 1 | $0 | $0 | View return |
| 2023 | Alabama Turfgrass Association | 990EZ | Director | 0 | $0 | $0 | View return |
| 2023 | Naiop Inc | 990 | Member | 1 | $0 | $0 | View return |
| 2023 | San Diego Rescue Mission Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | University of Maryland Charles Regional Health Inc. | 990 | Vice Chair | 1 | $0 | $0 | View return |
| 2023 | Civista Medical Center Inc. | 990 | Vice Chair | 1 | $0 | $0 | View return |
| 2022 | City & County Credit Union | 990 | President | 40 | $690,034 | $0 | View return |
| 2022 | Johnston County Economic Development Corporation | 990 | Director | - | $0 | $0 | View return |
| 2022 | Credit Union National Association Inc | 990 | Treasurer | 5 | $0 | $0 | View return |
| 2022 | San Diego Rescue Mission Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Naiop Charlotte Chapter | 990 | Immediate Past President | 1 | $0 | $0 | View return |
| 2022 | Naiop Charlotte Chapter | 990 | National Board Liason | 0.5 | $0 | $0 | View return |
| 2022 | Alabama Turfgrass Association | 990EZ | Director | 0 | $0 | $0 | View return |
| 2022 | National Credit Union Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | San Diego Rescue Mission Foundation | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | City & County Credit Union | 990 | President | 40 | $638,044 | $0 | View return |
| 2021 | Johnston County Economic Development Corporation | 990 | Director | - | $0 | $0 | View return |
| 2021 | Alabama Turfgrass Association | 990EZ | Director | 0 | $0 | $0 | View return |
| 2021 | National Credit Union Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Chamber of Commerce Clayton Nc | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Credit Union National Association Inc | 990 | At-Large Executive Committee | 4 | $0 | $0 | View return |
| 2021 | Naiop Charlotte Chapter | 990 | President | 1 | $0 | $0 | View return |
| 2021 | Naiop Charlotte Chapter | 990 | National Board Liason | 0.5 | $0 | $0 | View return |
| 2020 | City & County Credit Union | 990 | President | 40 | $661,046 | $0 | View return |
| 2020 | Economic Alliance Snohomish County | 990 | President And CEO | 40 | $98,334 | $0 | View return |
| 2020 | Economic Alliance Snohomish County Center for Business and Employment Dev | 990 | CEO & President | 1 | $0 | $98,334 | View return |
| 2020 | First United Trade Corporation | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2020 | National Credit Union Foundation Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Naiop Charlotte Chapter | 990 | President Elect | 1 | $0 | $0 | View return |
| 2020 | Aerospace Futures Alliance of Washington | 990 | Director (Thru 04/20) | 0.2 | $0 | $0 | View return |
| 2020 | Credit Union National Association Inc | 990 | Director | 4 | $0 | $0 | View return |
| 2019 | City & County Credit Union | 990 | President | 40 | $905,706 | $0 | View return |
| 2019 | Economic Alliance Snohomish County | 990 | President And CEO | 40 | $188,892 | $0 | View return |
| 2019 | Economic Alliance Snohomish County Center for Business and Employment Dev | 990 | CEO & President | 1 | $0 | $188,892 | View return |
| 2019 | Naiop Charlotte Chapter | 990 | Ex-Officio | 0.5 | $0 | $0 | View return |
| 2019 | First United Trade Corporation | 990EZ | Treasurer | 1 | $0 | - | View return |
| 2019 | Credit Union National Association Inc | 990 | Director | 4 | $0 | $0 | View return |
| 2019 | Aerospace Futures Alliance of Washington | 990 | Director | 0.2 | $0 | $0 | View return |
| 2019 | Leadership Snohomish County | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Snohomish County Workforce Development Council | 990 | Board Member (Left 1/2020) | 1 | $0 | $0 | View return |
| 2018 | City & County Credit Union | 990 | President | 40 | $316,083 | $0 | View return |
| 2018 | Economic Alliance Snohomish County | 990 | President And CEO | 40 | $177,537 | $0 | View return |
| 2018 | Economic Alliance Snohomish County Center for Business and Employment Dev | 990 | CEO & President | 1 | $0 | $177,537 | View return |
| 2018 | First United Trade Corporation | 990EZ | Treasurer | 1 | $0 | - | View return |
| 2018 | Leadership Snohomish County | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Future of Flight Foundation | 990 | Board Member | 2 | $0 | $0 | View return |
| 2018 | Credit Union National Association Inc | 990 | Director | 4 | $0 | $0 | View return |
| 2018 | Future of Flight Foundation | 990 | Board Member | 2 | $0 | $0 | View return |
| 2017 | City & County Credit Union | 990 | President | 40 | $288,645 | $0 | View return |
| 2017 | Economic Alliance Snohomish County | 990 | CEO & President | 40 | $176,353 | $0 | View return |
| 2017 | Economic Alliance Snohomish County Center for Business and Employment Dev | 990 | CEO & President | 1 | $0 | $176,353 | View return |
| 2017 | Future of Flight Foundation | 990 | Board Member | 2 | $0 | $0 | View return |
| 2017 | First United Trade Corporation | 990EZ | Director | 1 | $0 | - | View return |
| 2017 | San Diego Rescue Mission Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | San Diego Rescue Mission Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | City & County Credit Union | 990 | President | 40 | $314,529 | $0 | View return |
| 2016 | Economic Alliance Snohomish County | 990 | President & CEO | 40 | $143,046 | $0 | View return |
| 2016 | Service Employees International Union Local No 73 | 990 | Executive Board | 0.6 | $1,300 | $0 | View return |
| 2016 | Economic Alliance Snohomish County Center for Business and Employment Dev | 990 | President & CEO | 1 | $0 | $143,046 | View return |
| 2016 | San Diego Rescue Mission Inc. | 990 | Secretary | 2 | $0 | $0 | View return |
| 2015 | City & County Credit Union | 990 | President | 40 | $278,698 | $0 | View return |
| 2015 | Service Employees International Union Local No 73 | 990 | Executive Board | 0.6 | $2,365 | $0 | View return |
| 2015 | Castle Shannon Youth Association | 990EZ | Trustee | 0 | $0 | - | View return |
| 2015 | Economic Alliance Snohomish County | 990 | Future President & CEO | 40 | $0 | $0 | View return |
| 2015 | Economic Alliance Snohomish County Center for Business and Employment Dev | 990 | Future President & CEO | 1 | $0 | $0 | View return |
| 2015 | San Diego Rescue Mission Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2014 | City & County Credit Union | 990 | President | 40 | $267,937 | $0 | View return |
| 2014 | Service Employees International Union Local No 73 | 990 | Executive Board | 0.6 | $1,920 | $0 | View return |
| 2014 | Castle Shannon Youth Association | 990EZ | Trustee | 0 | $0 | - | View return |
| 2014 | Lincoln County Historical Society Inc | 990EZ | Director | 5 | $0 | $0 | View return |
| 2014 | San Diego Rescue Mission Inc. | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2013 | City & County Credit Union | 990 | President | 40 | $406,504 | $0 | View return |
| 2013 | Service Employees International Union Local No 73 | 990 | Executive Board | 0.6 | $747 | $0 | View return |
| 2013 | Sons & Daughters of Italy in America | 990EZ | Vice President | 7 | $0 | - | View return |
| 2013 | Chesapeake Business Finance Corp | 990 | Member | 0.2 | $0 | $0 | View return |
| 2013 | San Diego Rescue Mission Inc. | 990 | Director | 2 | $0 | $0 | View return |