| 2025 | Coronado Foundation for the Future Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2025 | Zam Forward | 990EZ | President | 1 | $0 | $0 | View return |
| 2024 | National Association of Independent Colleges and Universities | 990 | VP Public Affairs | 40 | $275,648 | $0 | View return |
| 2024 | Dorothy Trask Clune Murray Foundation | 990PF | Trustee | 1 | $14,100 | - | View return |
| 2024 | Robert and Adelaide May Zimmerman Memorial Fund | 990PF | Trustee | 1 | $7,500 | - | View return |
| 2024 | St Joseph Council 9202 | 990EZ | Warden | 3 | $0 | - | View return |
| 2024 | Project Self-Sufficiency of Northern Colorado | 990 | Member | 1 | $0 | $0 | View return |
| 2024 | Charles Detoy and Henrieta Johnson Detoy | 990PF | Co-Trustee | 1 | $0 | - | View return |
| 2024 | Zam Forward | 990EZ | Member | 1 | $0 | $0 | View return |
| 2023 | National Association of Independent Colleges and Universities | 990 | VP Public Affairs | 40 | $264,863 | $0 | View return |
| 2023 | Center for the Future of Arizona | 990 | Educational Leadership/Innovation | 40 | $140,897 | $0 | View return |
| 2023 | Dorothy Trask Clune Murray Foundation | 990PF | Trustee | 1 | $12,400 | - | View return |
| 2023 | Robert and Adelaide May Zimmerman Memorial Fund | 990PF | Trustee | 1 | $7,500 | - | View return |
| 2023 | Charles Detoy and Henrieta Johnson Detoy | 990PF | Co-Trustee | 1 | $4,550 | - | View return |
| 2023 | Friends of the Gardens on Spring Creek | 990 | Secretary | 1 | $0 | $0 | View return |
| 2023 | St Joseph Council 9202 | 990EZ | Warden | 3 | $0 | - | View return |
| 2023 | Project Self-Sufficiency of Northern Colorado | 990 | Member | 1 | $0 | $0 | View return |
| 2023 | Scottsdale Cultural Council | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | Center for the Future of Arizona | 990 | Educational Leadership & Innovation | 40 | $115,683 | $0 | View return |
| 2022 | Dorothy Trask Clune Murray Foundation | 990PF | Trustee | 1 | $12,900 | - | View return |
| 2022 | Robert and Adelaide May Zimmerman Memorial Fund | 990PF | Trustee | 1 | $7,500 | - | View return |
| 2022 | Charles Detoy and Henrieta Johnson Detoy | 990PF | Co-Trustee | 1 | $4,550 | - | View return |
| 2022 | St Joseph Council 9202 | 990EZ | Warden | 3 | $0 | - | View return |
| 2022 | Friends of the Gardens on Spring Creek | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Scottsdale Cultural Council | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Center for the Future of Arizona | 990 | Educational Leadership & Innovation | 40 | $113,245 | $0 | View return |
| 2021 | Dorothy Trask Clune Murray Foundation | 990PF | Trustee | 1 | $14,700 | - | View return |
| 2021 | Robert and Adelaide May Zimmerman Memorial Fund | 990PF | Trustee | 1 | $7,500 | - | View return |
| 2021 | Charles Detoy and Henrieta Johnson Detoy | 990PF | Co-Trustee | 1 | $5,050 | - | View return |
| 2021 | St Joseph Council 9202 | 990EZ | Warden | 3 | $0 | - | View return |
| 2021 | Friends of the Gardens on Spring Creek | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | Archaeology Southwest | 990 | Chair | 2 | $0 | $0 | View return |
| 2021 | Scottsdale Cultural Council | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Western School of Science and Technology Inc. | 990 | Former Execu | 40 | $67,196 | $0 | View return |
| 2020 | Robert and Adelaide May Zimmerman Memorial Fund | 990PF | Trustee | 1 | $15,000 | - | View return |
| 2020 | Dorothy Trask Clune Murray Foundation | 990PF | Trustee | 1 | $12,600 | - | View return |
| 2020 | Charles Detoy and Henrieta Johnson Detoy | 990PF | Co-Trustee | 1 | $4,300 | - | View return |
| 2020 | Archaeology Southwest | 990 | Chair | 2 | $0 | $0 | View return |
| 2020 | Friends of the Gardens on Spring Creek | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | New Orleans Baptist Seminary Foundation | 990 | Board Member | 0.1 | $0 | $0 | View return |
| 2020 | Scottsdale Cultural Council | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Western School of Science and Technology Inc. | 990 | Former Execu | 40 | $90,017 | $0 | View return |
| 2019 | Dorothy Trask Clune Murray Foundation | 990PF | Trustee | 1 | $13,000 | $0 | View return |
| 2019 | Archaeology Southwest | 990 | Chair | 0 | $0 | $0 | View return |
| 2019 | Scottsdale Cultural Council | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | New Orleans Baptist Seminary Foundation | 990 | Board Member | 0.1 | $0 | $0 | View return |
| 2019 | Robert and Adelaide May Zimmerman Memorial Fund | 990PF | Co-Trustee | 2 | $0 | $0 | View return |
| 2018 | Western School of Science and Technology Inc. | 990 | Executive Di | 40 | $83,667 | $0 | View return |
| 2018 | Dorothy Trask Clune Murray Foundation | 990PF | Trustee | 1 | $12,200 | $0 | View return |
| 2018 | Charles Detoy and Henrieta Johnson Detoy | 990PF | Co-Trustee | 1 | $4,050 | $0 | View return |
| 2018 | Archaeology Southwest | 990 | Chair | 0 | $0 | $0 | View return |
| 2018 | Investment Adviser Association | 990 | Treasurer And Board Member | 3 | $0 | $0 | View return |
| 2018 | Robert and Adelaide May Zimmerman Memorial Fund | 990PF | Co-Trustee | 2 | $0 | $0 | View return |
| 2018 | New Orleans Baptist Seminary Foundation | 990 | Board Member | 0.1 | $0 | $0 | View return |
| 2017 | Western School of Science and Technology Inc. | 990 | Executive Di | 40 | $86,243 | $0 | View return |
| 2017 | Dorothy Trask Clune Murray Foundation | 990PF | Trustee | 1 | $12,600 | $0 | View return |
| 2017 | Robert and Adelaide May Zimmerman Memorial Fund | 990PF | Co-Trustee | 2 | $7,500 | $0 | View return |
| 2017 | Robert and Adelaide May Zimmerman Memorial Fund | 990PF | Co-Trustee | 2 | $7,500 | $0 | View return |
| 2017 | Charles Detoy and Henrieta Johnson Detoy | 990PF | Co-Trustee | 1 | $4,200 | $0 | View return |
| 2017 | Investment Adviser Association | 990 | Treasurer | 3 | $0 | $0 | View return |
| 2017 | Investment Adviser Association | 990 | Board Of Governors | 2 | $0 | $0 | View return |
| 2017 | Archaeology Southwest | 990 | Chair | 0 | $0 | $0 | View return |
| 2016 | Western School of Science and Technology Inc. | 990 | Executive Di | 40 | $73,780 | $0 | View return |
| 2016 | Dorothy Trask Clune Murray Foundation | 990PF | Trustee | 1 | $11,500 | $0 | View return |
| 2016 | Robert and Adelaide May Zimmerman Memorial Fund | 990PF | Co-Trustee | 2 | $7,500 | $0 | View return |
| 2016 | Charles Detoy and Henrieta Johnson Detoy | 990PF | Co-Trustee | 1 | $4,050 | $0 | View return |
| 2016 | Investment Adviser Association | 990 | Board Of Governors | 2 | $0 | $0 | View return |
| 2016 | Archaeology Southwest | 990 | Chair | 0 | $0 | $0 | View return |
| 2015 | Jeanne Darc Credit Union | 990 | Former SVP CIO | 0 | $184,954 | $0 | View return |
| 2015 | Western School of Science and Technology Inc. | 990 | Executive Di | 40 | $68,075 | $0 | View return |
| 2015 | Dorothy Trask Clune Murray Foundation | 990PF | Trustee | 1 | $10,900 | $0 | View return |
| 2015 | Robert and Adelaide May Zimmerman Memorial Fund | 990PF | Co-Trustee | 2 | $7,500 | $0 | View return |
| 2015 | Charles Detoy and Henrieta Johnson Detoy | 990PF | Co-Trustee | 1 | $4,000 | $0 | View return |
| 2015 | Investment Adviser Association | 990 | Board Of Governors | 2 | $0 | $0 | View return |
| 2015 | Archaeology Southwest | 990 | Chair | 0 | $0 | $0 | View return |
| 2014 | Western School of Science and Technology Inc. | 990 | Executive Di | 40 | $34,000 | $0 | View return |
| 2014 | Archaeology Southwest | 990 | Chair | 0 | $0 | $0 | View return |
| 2014 | Investment Adviser Association | 990 | Director | 2 | $0 | $0 | View return |
| 2013 | Jeanne Darc Credit Union | 990 | Senior Vice President CIO | 40 | $223,680 | $0 | View return |
| 2013 | Western School of Science and Technology Inc. | 990 | Executive Di | 40 | $3,000 | $0 | View return |
| 2013 | Archaeology Southwest | 990 | Treasurer | 0 | $0 | $0 | View return |
| 2013 | Investment Adviser Association | 990 | Director | 2 | $0 | $0 | View return |
| 2013 | Merrimack Valley Food Bank Inc. | 990 | Director | 1 | $0 | $0 | View return |