| 2025 | National Association of Letter Carriers | 990EZ | Trustee | 0 | $657 | $0 | View return |
| 2025 | Carlson Family Foundation | 990PF | Vice President | 1 | $0 | - | View return |
| 2024 | Russell Volunteer Fire Department Inc. | 990 | Vice President | 10 | $0 | $0 | View return |
| 2024 | Carlson Family Foundation | 990PF | Vice President | 1 | $0 | - | View return |
| 2024 | Operative Dentistry Inc. | 990 | Vice Pres/ S | 2 | $0 | $0 | View return |
| 2023 | Credit Unions in the State of Wisconsin | 990 | VP - Westconsin Investment | 40 | $207,445 | $0 | View return |
| 2023 | Operative Dentistry Inc. | 990 | Vice Pres/ S | 2 | $0 | $0 | View return |
| 2023 | Carlson Family Foundation | 990PF | Vice President | 1 | $0 | - | View return |
| 2023 | Russell Volunteer Fire Department Inc. | 990 | Vice President | 10 | $0 | $0 | View return |
| 2022 | Credit Unions in the State of Wisconsin | 990 | VP - Westconsin Investment | 40 | $269,559 | $0 | View return |
| 2022 | Carlson Family Foundation | 990PF | Vice President | 1 | $0 | - | View return |
| 2022 | Operative Dentistry Inc. | 990 | Vice Pres/ S | 2 | $0 | $0 | View return |
| 2022 | Russell Volunteer Fire Department Inc. | 990 | Vice President | 10 | $0 | $0 | View return |
| 2021 | Credit Unions in the State of Wisconsin | 990 | VP - Westconsin Investment | 40 | $273,087 | $0 | View return |
| 2021 | Operative Dentistry Inc. | 990 | Vice Pres/ S | 2 | $0 | $0 | View return |
| 2021 | Carlson Family Foundation | 990PF | Vice President | 1 | $0 | - | View return |
| 2021 | Operative Dentistry Inc. | 990 | Vice Pres/ S | 2 | $0 | $0 | View return |
| 2020 | Credit Unions in the State of Wisconsin | 990 | VP - Westconsin Investment | 40 | $224,465 | $0 | View return |
| 2020 | Operative Dentistry Inc. | 990 | Vice Pres/ S | 2 | $0 | $0 | View return |
| 2020 | Carlson Family Foundation | 990PF | Vice President | 1 | $0 | - | View return |
| 2019 | Credit Unions in the State of Wisconsin | 990 | VP - Westconsin Investment | 40 | $207,671 | $0 | View return |
| 2019 | Operative Dentistry Inc. | 990 | Vice Pres/ S | 2 | $0 | $0 | View return |
| 2019 | Carlson Family Foundation | 990PF | Vice President | 1 | $0 | - | View return |
| 2018 | Credit Unions in the State of Wisconsin | 990 | VP - Westconsin Investment | 40 | $194,247 | $0 | View return |
| 2018 | Operative Dentistry Inc. | 990 | Vice Pres/ S | 2 | $0 | $0 | View return |
| 2018 | Carlson Family Foundation | 990PF | Vice President | 1 | $0 | - | View return |
| 2018 | Operative Dentistry Inc. | 990 | Vice Pres/ S | 2 | $0 | $0 | View return |
| 2017 | Credit Unions in the State of Wisconsin | 990 | VP - Westconsin Investment | 40 | $129,611 | $0 | View return |
| 2017 | Operative Dentistry Inc. | 990 | Vice Pres/ S | 2 | $0 | $0 | View return |
| 2017 | Carlson Family Foundation | 990PF | Vice President | 1 | $0 | - | View return |
| 2016 | Credit Unions in the State of Wisconsin | 990 | VP - Westconsin Investment | 40 | $125,326 | $0 | View return |
| 2016 | Operative Dentistry Inc. | 990 | V.P.-Secretary / Managing | 2 | $0 | $0 | View return |
| 2015 | Credit Unions in the State of Wisconsin | 990 | VP - Westconsin Investment | 40 | $144,946 | $0 | View return |
| 2015 | Operative Dentistry Inc. | 990 | V.P.-Secretary / Managing Editor | 2 | $0 | $0 | View return |
| 2015 | Atlanta Country Club Inc | 990 | Director | 1.5 | $0 | $0 | View return |
| 2014 | Credit Unions in the State of Wisconsin | 990 | VP - Westconsin Investment | 40 | $142,050 | $0 | View return |
| 2014 | Operative Dentistry Inc. | 990 | V Pressecretary Managing E | 2 | $0 | $0 | View return |
| 2014 | Atlanta Country Club Inc | 990 | Director | 1.5 | $0 | $0 | View return |
| 2013 | Credit Unions in the State of Wisconsin | 990 | VP - Westconsin Investment Advisors | 40 | $137,068 | $0 | View return |
| 2013 | Operative Dentistry Inc. | 990 | Vice President Managing Edi | 2 | $0 | $0 | View return |
| 2013 | Warren Lodge 109 Loyal Order Moose | 990 | Prelate | 10 | $0 | $0 | View return |