| 2024 | Earlywine Little Learners Preschool Corp | 990EZ | Teacher | 0 | $36,000 | - | View return |
| 2024 | Coastal Peer Review Inc | 990 | Secretary - | 0.01 | $0 | $0 | View return |
| 2024 | Louisburg College | 990 | 1st Vice Chair | 2 | $0 | $0 | View return |
| 2023 | North Carolina Association of Certified Public Accountants Inc | 990 | Chief Executive Officer | 59 | $400,406 | $0 | View return |
| 2023 | Earlywine Little Learners Preschool Corp | 990EZ | Teacher | 0 | $30,000 | - | View return |
| 2023 | The North Carolina CPA Foundation Inc. | 990 | Chief Executive Officer | 1 | $0 | $400,406 | View return |
| 2023 | Coastal Peer Review Inc | 990 | President | 0.01 | $0 | $0 | View return |
| 2023 | Louisburg College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | North Carolina Association of Certified Public Accountants Inc | 990 | Chief Executive Officer | 59 | $392,602 | $0 | View return |
| 2022 | Earlywine Little Learners Preschool Corp | 990EZ | Teacher | 0 | $30,000 | - | View return |
| 2022 | The North Carolina CPA Foundation Inc. | 990 | Chief Executive Officer | 1 | $0 | $392,602 | View return |
| 2022 | Coastal Peer Review Inc | 990 | Secretary | 0.1 | $0 | $0 | View return |
| 2022 | Catapult Employers Association Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Louisburg College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | CPA Society Executives Association | 990 | Past President | 1 | $0 | $0 | View return |
| 2021 | North Carolina Association of Certified Public Accountants Inc | 990 | Chief Executive Officer | 59 | $369,020 | $0 | View return |
| 2021 | Earlywine Little Learners Preschool Corp | 990EZ | Teacher | 0 | $30,000 | - | View return |
| 2021 | The North Carolina CPA Foundation Inc. | 990 | Chief Executive Officer | 1 | $0 | $369,020 | View return |
| 2021 | Catapult Employers Association Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | Capital Associated Industries Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | CPA Society Executives Association | 990EZ | President | 1 | $0 | $0 | View return |
| 2020 | North Carolina Association of Certified Public Accountants Inc | 990 | Chief Executive Officer | 59 | $365,837 | $0 | View return |
| 2020 | Earlywine Little Learners Preschool Corp | 990EZ | Teacher | 40 | $30,000 | - | View return |
| 2020 | The North Carolina CPA Foundation Inc. | 990 | CEO | 1 | $0 | $365,567 | View return |
| 2020 | Capital Associated Industries Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | CPA Society Executives Association | 990EZ | President-Elect | 1 | $0 | $0 | View return |
| 2019 | North Carolina Association of Certified Public Accountants Inc | 990 | Chief Executive Officer | 59 | $324,627 | $0 | View return |
| 2019 | Earlywine Little Learners Preschool Corp | 990EZ | Teacher | 40 | $27,700 | - | View return |
| 2019 | The North Carolina CPA Foundation Inc. | 990 | CEO | 1 | $0 | $324,627 | View return |
| 2019 | Capital Associated Industries Inc | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | Louisburg College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | North Carolina Association of Certified Public Accountants Inc | 990 | Chief Executive Officer | 48 | $328,895 | $0 | View return |
| 2018 | The North Carolina CPA Foundation Inc. | 990 | CEO | 1 | $0 | $328,895 | View return |
| 2018 | Louisburg College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | North Carolina Association of Certified Public Accountants Inc | 990 | Chief Executive Officer | 48 | $541,209 | $0 | View return |
| 2017 | The North Carolina CPA Foundation Inc. | 990 | CEO | 1 | $0 | $541,209 | View return |
| 2017 | Louisburg College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | North Carolina Association of Certified Public Accountants Inc | 990 | Chief Executive Officer | 48 | $307,598 | $0 | View return |
| 2016 | The North Carolina CPA Foundation Inc. | 990 | CEO | 1 | $0 | $307,598 | View return |
| 2016 | Louisburg College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | North Carolina Association of Certified Public Accountants Inc | 990 | Chief Operating Officer | 48 | $283,096 | $0 | View return |
| 2015 | Louisburg College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | North Carolina Association of Certified Public Accountants Inc | 990 | Chief Operating Officer | 47 | $266,718 | $0 | View return |
| 2013 | North Carolina Association of Certified Public Accountants Inc | 990 | Chief Operating Officer | 46 | $250,116 | $0 | View return |