| 2023 | Algonquin-Lake in the Hills Rotary Charitable Fund | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2022 | Algonquin-Lake in the Hills Rotary Charitable Fund | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2021 | Algonquin-Lake in the Hills Rotary Charitable Fund | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2020 | Helene & Bertram Bernhardt Foundation | 990PF | Trustee | 10 | $78,307 | $0 | View return |
| 2019 | Helene & Bertram Bernhardt Foundation | 990PF | Trustee | 10 | $81,863 | $0 | View return |
| 2018 | Helene & Bertram Bernhardt Foundation | 990PF | Trustee | 10 | $81,099 | - | View return |
| 2017 | Helene & Bertram Bernhardt Foundation | 990PF | Trustee | 10 | $82,933 | - | View return |
| 2017 | Rotary International Midwest Pets Nfp | 990EZ | Board Member | 0 | $0 | - | View return |
| 2016 | Helene & Bertram Bernhardt Foundation | 990PF | Trustee/Investment Advisor | 10 | $77,234 | $0 | View return |
| 2015 | Helene & Bertram Bernhardt Foundation | 990PF | Trustee/Investment Advisor | 10 | $77,969 | $0 | View return |
| 2014 | Helene & Bertram Bernhardt Foundation | 990PF | Trustee/Investment Advisor | 10 | $80,308 | $0 | View return |
| 2013 | Helene & Bertram Bernhardt Foundation | 990PF | Trustee/Investment Advisor | 10 | $77,501 | $0 | View return |
| 2013 | Rotary International Lake in the Hills Rotary | 990 | President | 8 | $0 | $0 | View return |
| 2012 | Helene & Bertram Bernhardt Foundation | 990PF | Trustee/Investment Advisor | 10 | $72,587 | $0 | View return |
| 2011 | Helene & Bertram Bernhardt Foundation | 990PF | Trustee/Investment Advisor | 10 | $70,419 | $0 | View return |
| 2010 | Helene & Bertram Bernhardt Foundation | 990PF | Trustee/Investment Advisor | 10 | $68,706 | $0 | View return |
| 2009 | Helene & Bertram Bernhardt Foundation | 990PF | Trustee/Investment Advisor | 10 | $61,115 | $0 | View return |