| 2024 | The Margaret Clark Morgan Foundation | 990PF | President | 60 | $338,000 | $38,348 | View return |
| 2024 | Mbi Real Estate | 990 | President | 2 | $0 | $338,000 | View return |
| 2024 | Methodist Manor Health Center Inc. | 990 | Board Member | 0.3 | $0 | $0 | View return |
| 2024 | Methodist Manor Inc. | 990 | Board Member | 0.3 | $0 | $0 | View return |
| 2024 | Methodist Manor of Waukesha Inc. | 990PF | Board Member | 0.3 | $0 | $0 | View return |
| 2024 | The Village at Manor Park Inc. | 990EZ | Board Member | 0.03 | $0 | $0 | View return |
| 2024 | Mindful Philanthropy Inc. | 990 | Board Member | 0.75 | $0 | $0 | View return |
| 2023 | The Margaret Clark Morgan Foundation | 990PF | President | 60 | $326,052 | $38,348 | View return |
| 2023 | Mbi Real Estate | 990 | President | 2 | $0 | $326,052 | View return |
| 2023 | Mindful Philanthropy Inc. | 990 | Board Member | 0.75 | $0 | $0 | View return |
| 2023 | Methodist Manor of Waukesha Inc. | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2022 | The Margaret Clark Morgan Foundation | 990PF | President | 60 | $313,615 | $41,223 | View return |
| 2022 | Mbi Real Estate | 990 | President | 2 | $0 | $313,615 | View return |
| 2022 | Methodist Manor Health Center Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Methodist Manor of Waukesha Inc. | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2022 | The Village at Manor Park Inc. | 990EZ | Board Member | 0 | $0 | $0 | View return |
| 2022 | Mindful Philanthropy Inc. | 990 | Board Member | 0.75 | $0 | $0 | View return |
| 2021 | The Margaret Clark Morgan Foundation | 990PF | President | 60 | $296,292 | $57,815 | View return |
| 2021 | Mbi Real Estate | 990 | President | 2 | $0 | $296,292 | View return |
| 2021 | Methodist Manor of Waukesha Inc. | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2021 | The Village at Manor Park Inc. | 990EZ | Board Member | 0 | $0 | $0 | View return |
| 2021 | Methodist Manor Health Center Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | Mindful Philanthropy Inc. | 990 | Board Member | 0.75 | $0 | $0 | View return |
| 2020 | The Margaret Clark Morgan Foundation | 990PF | President | 60 | $286,000 | $36,855 | View return |
| 2020 | Mbi Real Estate | 990 | President | 2 | $0 | $286,000 | View return |
| 2020 | Methodist Manor of Waukesha Inc. | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2020 | Methodist Manor Health Center Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | The Village at Manor Park Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Tallmadge Enrichment Foundation | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | The Margaret Clark Morgan Foundation | 990PF | President | 60 | $275,000 | $42,797 | View return |
| 2019 | Mbi Real Estate | 990 | President | 2 | $0 | $275,000 | View return |
| 2019 | Methodist Manor Health Center Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | Methodist Manor of Waukesha Inc. | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2019 | The Village at Manor Park Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | Methodist Manor Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | Mbi Real Estate | 990 | President | 2 | $0 | $255,691 | View return |
| 2018 | Methodist Manor Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | The Village at Manor Park Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | Methodist Manor Health Center Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | Methodist Manor of Waukesha Inc. | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2017 | Mbi Real Estate | 990 | President | 2 | $0 | $244,166 | View return |
| 2017 | Methodist Manor Health Center Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | The Village at Manor Park Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Methodist Manor of Waukesha Inc. | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2017 | Methodist Manor Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Mbi Real Estate | 990 | President | 2 | $0 | $234,154 | View return |
| 2016 | Methodist Manor of Waukesha Inc. | 990PF | Board Member | 1 | $0 | $0 | View return |
| 2016 | The Village at Manor Park Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Methodist Manor Health Center Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Methodist Manor Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Mbi Real Estate | 990 | President | 2 | $0 | $218,820 | View return |
| 2015 | Methodist Manor Health Center Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | The Village at Manor Park Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Methodist Manor Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Methodist Manor of Waukesha Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Trinity Health Services Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | The Margaret Clark Morgan Foundation | 990PF | President | 60 | $210,409 | $24,650 | View return |
| 2014 | Mbi Real Estate | 990 | President | 2 | $0 | $210,409 | View return |
| 2013 | Aurora Health Care Inc Group Return | 990 | President Awamc | 40 | $343,345 | $0 | View return |
| 2013 | The Margaret Clark Morgan Foundation | 990PF | President | 60 | $210,409 | $24,754 | View return |
| 2013 | Mbi Real Estate | 990 | President | 1 | $0 | $210,409 | View return |