| 2024 | Santa Venetia Swim Club Inc | 990EZ | Vice President | 10 | $0 | $0 | View return |
| 2024 | Ameritas Charitable Foundation | 990PF | Secretary/Treasurer/Director | 0.1 | $0 | $0 | View return |
| 2024 | Sherwood Forest Friends | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2024 | Beacon Academy Inc | 990 | Trustee | 2 | $0 | $0 | View return |
| 2023 | Ameritas Holding Co Retiree Life | 990 | Trustee | 1 | $0 | $1,128,714 | View return |
| 2023 | Ameritas Holding Co Retiree Medical | 990 | Trustee | 1 | $0 | $1,128,714 | View return |
| 2023 | Santa Venetia Swim Club Inc | 990EZ | Vice President | 10 | $0 | $0 | View return |
| 2023 | Sherwood Forest Friends | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2023 | Ameritas Charitable Foundation | 990PF | Secretary/Treasurer/Director | 0.1 | $0 | $0 | View return |
| 2023 | Foothills Child Advocacy Center | 990 | Director | 2 | $0 | $0 | View return |
| 2022 | Ameritas Holding Co Retiree Life | 990 | Trustee | 1 | $0 | $1,332,376 | View return |
| 2022 | Ameritas Holding Co Retiree Medical | 990 | Trustee | 1 | $0 | $1,332,376 | View return |
| 2022 | Ameritas Charitable Foundation | 990PF | Secretary/Treasurer/Director | 0.1 | $0 | $0 | View return |
| 2022 | Santa Venetia Swim Club Inc | 990EZ | Vice President | 10 | $0 | $0 | View return |
| 2022 | Your Ally Foundation Inc | 990EZ | President & Assist Clerk | 5 | $0 | - | View return |
| 2022 | Sherwood Forest Friends | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Foothills Child Advocacy Center | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Ameritas Holding Co Retiree Life | 990 | Trustee | 1 | $0 | $1,058,855 | View return |
| 2021 | Ameritas Holding Co Retiree Medical | 990 | Trustee | 1 | $0 | $1,058,855 | View return |
| 2021 | Your Ally Foundation Inc | 990EZ | President & Assist Clerk | 5 | $0 | $0 | View return |
| 2021 | Sherwood Forest Friends | 990EZ | Board Member | 1 | $0 | $0 | View return |
| 2021 | Ameritas Charitable Foundation | 990PF | Secretary/Treasurer/Director | 0.1 | $0 | $0 | View return |
| 2021 | Foothills Child Advocacy Center | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Ameritas Holding Co Retiree Life | 990 | Trustee | 1 | $0 | $998,911 | View return |
| 2020 | Ameritas Holding Co Retiree Medical | 990 | Trustee | 1 | $0 | $998,911 | View return |
| 2020 | Your Ally Foundation Inc | 990EZ | President & Assist Clerk | 5 | $0 | $0 | View return |
| 2020 | Sherwood Forest Friends | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Ameritas Charitable Foundation | 990PF | Secretary/Treasurer/Director | 0.1 | $0 | $0 | View return |
| 2020 | Foothills Child Advocacy Center | 990 | Director | - | $0 | $0 | View return |
| 2019 | Foothills Child Advocacy Center | 990 | Director | - | $0 | $0 | View return |
| 2019 | Rotary Foundation of Cincinnati | 990 | Past-President | 3 | $0 | $0 | View return |
| 2018 | Gorman Heritage Farm Foundation | 990 | Board Member | 2 | $0 | $0 | View return |
| 2018 | Rotary Foundation of Cincinnati | 990 | President | 3 | $0 | $0 | View return |
| 2018 | Rotary Club of Cincinnati | 990 | Director | 3 | $0 | $0 | View return |
| 2017 | Gorman Heritage Farm Foundation | 990 | Board Member | 2 | $0 | $0 | View return |
| 2017 | Rotary Club of Cincinnati | 990 | Director | 3 | $0 | $0 | View return |
| 2017 | Napa Valley Museum | 990 | Vice-President | 2 | $0 | $0 | View return |
| 2017 | Rotary Foundation of Cincinnati | 990 | President- Elect | 3 | $0 | $0 | View return |
| 2016 | Patuxent Tidewater Land Tr | 990 | Director | 0.5 | $0 | $0 | View return |
| 2016 | Echo of Brandon Inc | 990 | Treasurer | 10 | $0 | $0 | View return |
| 2016 | Gorman Heritage Farm Foundation | 990 | Board Member | 2 | $0 | $0 | View return |
| 2016 | Allegany Arts Council | 990 | Board Member | 0 | $0 | $0 | View return |
| 2016 | Napa Valley Museum | 990 | Trustee | 2 | $0 | $0 | View return |
| 2015 | Patuxent Tidewater Land Tr | 990 | Director | 2 | $0 | $0 | View return |
| 2015 | The Friends of Jupiter Beach Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Echo of Brandon Inc | 990 | Vice Preside | 10 | $0 | $0 | View return |
| 2015 | Gorman Heritage Farm Foundation | 990 | Board Member | 2 | $0 | $0 | View return |
| 2015 | The Arc of New Mexico | 990 | VP Ne Region | 0.3 | $0 | $0 | View return |
| 2015 | Napa Valley Museum | 990 | Trustee | 2 | $0 | $0 | View return |
| 2014 | The Arc of New Mexico | 990 | Director At | 0.3 | $0 | $0 | View return |
| 2014 | Gorman Heritage Farm Foundation | 990 | Board Member | 2 | $0 | $0 | View return |
| 2014 | Echo of Brandon Inc | 990 | Board Of Director | 1 | $0 | $0 | View return |
| 2014 | Napa Valley Museum | 990 | Trustee | 2 | $0 | $0 | View return |
| 2014 | Rotary Club of Cincinnati | 990 | Past President | 3 | $0 | $0 | View return |
| 2014 | Rotary Foundation of Cincinnati | 990 | Trustee | 3 | $0 | $0 | View return |
| 2014 | College Club of Northern New Jersey | 990EZ | Newsletter | 2 | $0 | $0 | View return |
| 2013 | Gorman Heritage Farm Foundation | 990 | Board Member | 2 | $0 | $0 | View return |
| 2013 | College Club of Northern New Jersey | 990EZ | Newsletter | 2 | $0 | $0 | View return |
| 2013 | Echo of Brandon Inc | 990 | Board Of Director | 1 | $0 | $0 | View return |
| 2013 | Onejax Inc | 990 | Chairman | 2 | $0 | $0 | View return |
| 2013 | Rotary Foundation of Cincinnati | 990 | Trustee | 3 | $0 | $0 | View return |