| 2024 | Jtm Health Facilities Foundation Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2024 | The Robert and Colleen Grady Foundation | 990PF | President / Director | 1 | $0 | $0 | View return |
| 2023 | California Credit Union | 990 | Evp, Chief Operating Officer | 40 | $775,038 | $0 | View return |
| 2023 | Alliance Health of Southeastern Massachusetts Inc. | 990 | Administrator | 40 | $171,761 | $0 | View return |
| 2023 | Ruths Schools Inc. | 990EZ | Vice President | 3 | $0 | $0 | View return |
| 2023 | Interior Roping Club | 990EZ | Director | 0 | $0 | - | View return |
| 2023 | Jtm Health Facilities Foundation Inc. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | California Credit Union | 990 | Evp, Chief Operating Officer | 40 | $705,221 | $0 | View return |
| 2022 | Ruths Schools Inc. | 990EZ | Vice President | 1 | $0 | $0 | View return |
| 2022 | Catalina Rotary Foundation Inc. | 990EZ | Director | 1 | $0 | $0 | View return |
| 2022 | The Robert and Colleen Grady Foundation | 990PF | Director/President | 1 | $0 | $0 | View return |
| 2021 | California Credit Union | 990 | Evp, Chief Operating Officer | 40 | $664,200 | $0 | View return |
| 2021 | Ruths Schools Inc. | 990EZ | Vice President | 1 | $0 | $0 | View return |
| 2021 | The Robert and Colleen Grady Foundation | 990PF | Director/President | 2 | $0 | $0 | View return |
| 2021 | Sara Bay Country Club Inc | 990 | House Chairman | 2 | $0 | $0 | View return |
| 2020 | California Credit Union | 990 | Evp, Chief Operating Officer | 40 | $615,205 | $0 | View return |
| 2020 | Catalina Rotary Club Inc Tucson Az | 990EZ | Director / Past President | 1 | $0 | $0 | View return |
| 2020 | The Robert and Colleen Grady Foundation | 990PF | Director/President | 2 | $0 | $0 | View return |
| 2020 | Sara Bay Country Club Inc | 990 | Treasurer | 2 | $0 | $0 | View return |
| 2019 | California Credit Union | 990 | Evp, COO | 40 | $547,823 | $0 | View return |
| 2019 | Emanuel Development Corporation | 990 | Administator | 40 | $150,792 | $0 | View return |
| 2019 | Catalina Rotary Club Inc Tucson Az | 990EZ | President / Director | 4 | $0 | $0 | View return |
| 2019 | Kappa Alpha Order Gamma Rho Chapter | 990EZ | VI | 0 | $0 | $0 | View return |
| 2019 | St. Johns Health Foundation | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | The Robert and Colleen Grady Foundation | 990PF | Director/President | 2 | $0 | $0 | View return |
| 2019 | Sara Bay Country Club Inc | 990 | Entertainment Chairman | 2 | $0 | $0 | View return |
| 2018 | California Credit Union | 990 | Evp, COO | 40 | $537,373 | $0 | View return |
| 2018 | Kappa Alpha Order Gamma Rho Chapter | 990EZ | VII | 0 | $0 | $0 | View return |
| 2018 | The Robert and Colleen Grady Foundation | 990PF | Director/President | 2 | $0 | $0 | View return |
| 2018 | Sara Bay Country Club Inc | 990 | Entertainment Chairman | 2 | $0 | $0 | View return |
| 2017 | California Credit Union | 990 | Evp, COO | 40 | $445,753 | $0 | View return |
| 2017 | Land Conservation Assistance Network | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Sara Bay Country Club Inc | 990 | Entertainment Chairman | 2 | $0 | $0 | View return |
| 2017 | The Robert and Colleen Grady Foundation | 990PF | Director/President | 2 | $0 | $0 | View return |
| 2016 | North Island Financial Credit Union | 990 | SVP/COO | 40 | $353,316 | $0 | View return |
| 2016 | Sara Bay Country Club Inc | 990 | Entertainment Chairman | 2 | $0 | $0 | View return |
| 2016 | Land Conservation Assistance Network | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | North Island Financial Credit Union | 990 | SVP/COO | 40 | $347,810 | $0 | View return |
| 2015 | St. Johns Health Foundation | 990 | Vice Chairman | 1 | $0 | $0 | View return |
| 2015 | Land Conservation Assistance Network | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Resources for the Future Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2014 | North Island Financial Credit Union | 990 | SVP/COO | 40 | $306,627 | $0 | View return |
| 2014 | St. Johns Health Foundation | 990 | Director | 1 | - | - | View return |
| 2014 | St Charles Hospital Foundation | 990 | Trustee | 2 | $0 | $0 | View return |
| 2014 | Land Conservation Assistance Network | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Resources for the Future Inc. | 990 | Director | 0 | $0 | $0 | View return |
| 2013 | North Island Financial Credit Union | 990 | SVP/COO | 40 | $231,394 | $0 | View return |
| 2013 | St Charles Hospital Foundation | 990 | Trustee | 2 | $0 | $0 | View return |
| 2013 | Land Conservation Assistance Network | 990 | Director | 1 | $0 | $0 | View return |