| 2024 | Neighborhood Outreach Access to Health | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2024 | North Texas State Fair Association Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2024 | Noah Support Corporation | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Noah Cares | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Villa Hope Incorporated | 990 | President | 1 | $0 | $0 | View return |
| 2023 | Raza Development Fund Inc. | 990 | Chief Credit Officer | 40 | $213,974 | $0 | View return |
| 2023 | Photo Safe Inc. | 990EZ | Board Treasurer | 3 | $0 | - | View return |
| 2023 | Villa Hope Incorporated | 990 | President | 1 | $0 | $0 | View return |
| 2023 | Neighborhood Outreach Access to Health | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | The Podiatry Foundation | 990PF | Board Member | 2 | $0 | $0 | View return |
| 2023 | Harvard Business School Club of Cleveland Inc. | 990EZ | Vice President | 1 | $0 | $0 | View return |
| 2023 | Abbott House | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2022 | Raza Development Fund Inc. | 990 | Chief Credit Officer | 40 | $201,107 | $0 | View return |
| 2022 | New Ulm Hockey Association Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | Neighborhood Outreach Access to Health | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Villa Hope Incorporated | 990 | President | 1 | $0 | $0 | View return |
| 2022 | Harvard Business School Club of Cleveland Inc. | 990EZ | Vice President | 1 | $0 | $0 | View return |
| 2022 | The Podiatry Foundation | 990PF | Board Member | 2 | $0 | $0 | View return |
| 2022 | Abbott House | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2022 | Villa Hope Incorporated | 990 | President | 1 | $0 | $0 | View return |
| 2021 | New Ulm Hockey Association Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Neighborhood Outreach Access to Health | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | Villa Hope Incorporated | 990 | President | 1 | $0 | $0 | View return |
| 2021 | The Podiatry Foundation | 990PF | Board Member | 2 | $0 | $0 | View return |
| 2021 | Abbott House | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2021 | Harvard Business School Club of Cleveland Inc. | 990EZ | VP Investment | 1 | $0 | $0 | View return |
| 2020 | Raza Development Fund Inc. | 990 | Chief Credit Officer | 40 | $167,068 | $0 | View return |
| 2020 | Minnetonka Girls Basketball Association | 990EZ | Treasurer | 2 | $0 | - | View return |
| 2020 | Villa Hope Incorporated | 990 | President | 1 | $0 | $0 | View return |
| 2020 | Abbott House | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2020 | Harvard Business School Club of Cleveland Inc. | 990EZ | Investment | 1 | $0 | $0 | View return |
| 2020 | The Podiatry Foundation | 990PF | Board Member | 2 | $0 | $0 | View return |
| 2019 | Raza Development Fund Inc. | 990 | Chief Credit Officer | 40 | $156,564 | $0 | View return |
| 2019 | Villa Hope Incorporated | 990 | President | 1 | $0 | $0 | View return |
| 2019 | Minnetonka Girls Basketball Association | 990EZ | Treasurer | 2 | $0 | - | View return |
| 2019 | Abbott House | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2018 | Raza Development Fund Inc. | 990 | Chief Credit Officer | 40 | $154,671 | $0 | View return |
| 2018 | Minnetonka Girls Basketball Association | 990EZ | Treasurer | 2 | $0 | - | View return |
| 2018 | Villa Hope Incorporated | 990 | President | 1 | $0 | $0 | View return |
| 2018 | Abbott House | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2017 | Raza Development Fund Inc. | 990 | Chief Credit Officer | 40 | $146,603 | $0 | View return |
| 2017 | Villa Hope Incorporated | 990 | President | 1 | $0 | $0 | View return |
| 2017 | Investment Adviser Association | 990 | Past Chair | 2 | $0 | $0 | View return |
| 2017 | The Podiatry Foundation | 990PF | Board Member | 2 | $0 | $0 | View return |
| 2017 | Abbott House | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2016 | Raza Development Fund Inc. | 990 | Chief Credit Officer | 40 | $134,563 | $0 | View return |
| 2016 | Villa Hope Incorporated | 990 | President | 1 | $0 | $0 | View return |
| 2016 | Denton Public School Foundation | 990 | Director | 0 | $0 | $0 | View return |
| 2016 | Investment Adviser Association | 990 | Past Chair | 2 | $0 | $0 | View return |
| 2016 | Abbott House | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2015 | Denton Country Club | 990 | Director | 2 | $0 | $0 | View return |
| 2015 | Denton Public School Foundation | 990 | Director | 0 | $0 | $0 | View return |
| 2015 | Investment Adviser Association | 990 | Past Chair | 2 | $0 | $0 | View return |
| 2015 | Villa Hope Incorporated | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Abbott House | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2014 | Villa Hope Incorporated | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Legacy Fund | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2014 | Denton Country Club | 990 | Director | 2 | $0 | $0 | View return |
| 2014 | Investment Adviser Association | 990 | Chair | 5 | $0 | $0 | View return |
| 2014 | Abbott House | 990 | Vice Chair | 2 | $0 | $0 | View return |
| 2013 | Denton Country Club | 990 | Director | 2 | $0 | $0 | View return |
| 2013 | Investment Adviser Association | 990 | President | 2 | $0 | $0 | View return |
| 2013 | Abbott House | 990 | Vice Chair | 2 | $0 | $0 | View return |