| 2025 | Sister Cities Association of Cary Inc | 990EZ | Director | 0 | $0 | - | View return |
| 2025 | Lawton Chiles Foundation Inc. | 990EZ | Director | 1 | $0 | - | View return |
| 2024 | Helios Education Foundation | 990 | Director | 6 | $62,546 | $0 | View return |
| 2024 | Capital Health Plan Inc | 990 | Director | 3 | $37,480 | $0 | View return |
| 2024 | Sister Cities Association of Cary Inc | 990EZ | Director | 0 | $0 | - | View return |
| 2024 | Lawton Chiles Foundation Inc. | 990EZ | Director | 1 | $0 | - | View return |
| 2023 | Capital Health Plan Inc | 990 | Director | 3 | $46,980 | $0 | View return |
| 2023 | The Claude Pepper Foundation Inc. | 990 | Treas/Exec. Director | 10 | $6,000 | $0 | View return |
| 2023 | Lawton Chiles Foundation Inc. | 990EZ | Director | 1 | $0 | - | View return |
| 2023 | Sister Cities Association of Cary Inc | 990EZ | Director | 0 | $0 | - | View return |
| 2022 | Capital Health Plan Inc | 990 | Director | 2 | $43,680 | $0 | View return |
| 2022 | The Claude Pepper Foundation Inc. | 990 | Treas/Exec. Director | 10 | $6,000 | $0 | View return |
| 2022 | Lawton Chiles Foundation Inc. | 990EZ | Director | 1 | $0 | - | View return |
| 2021 | Capital Health Plan Inc | 990 | Director | 2 | $35,800 | $0 | View return |
| 2021 | The Claude Pepper Foundation Inc. | 990 | Treas/Exec. Director | 10 | $22,500 | $0 | View return |
| 2021 | Sister Cities Association of Cary Inc | 990EZ | Treasurer | 0 | $0 | - | View return |
| 2020 | Helios Education Foundation | 990 | Director & Treasurer(Outgoing) | 6 | $53,004 | $0 | View return |
| 2020 | Capital Health Plan Inc | 990 | Director | 2 | $36,800 | $0 | View return |
| 2020 | The Claude Pepper Foundation Inc. | 990 | Treas/Exec. Director | 10 | $30,000 | $0 | View return |
| 2019 | Helios Education Foundation | 990 | Director & Treasurer | 6 | $57,095 | $0 | View return |
| 2019 | Capital Health Plan Inc | 990 | Director | 2 | $31,800 | $0 | View return |
| 2019 | The Claude Pepper Foundation Inc. | 990 | Treas/Exec. Director | 10 | $21,000 | $0 | View return |
| 2018 | Helios Education Foundation | 990 | Director & Treasurer | 6 | $58,795 | $0 | View return |
| 2018 | Capital Health Plan Inc | 990 | Director | 2 | $31,800 | $0 | View return |
| 2018 | The Claude Pepper Foundation Inc. | 990 | Treas/Exec. Director | 10 | $18,000 | $0 | View return |
| 2018 | Assurance for Life Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | Indian River Senior Center Inc. | 990 | Director | 4 | $0 | $0 | View return |
| 2017 | Helios Education Foundation | 990 | Director & Treasurer | 6 | $61,100 | $0 | View return |
| 2017 | Helios Education Foundation | 990 | Director & Treasurer | 6 | $61,100 | $0 | View return |
| 2017 | Capital Health Plan Inc | 990 | Director | 2 | $30,700 | $0 | View return |
| 2017 | The Claude Pepper Foundation Inc. | 990 | Treas/Exec. Director | 10 | $18,000 | $0 | View return |
| 2017 | Assurance for Life Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Indian River Senior Center Inc. | 990 | Director | 4 | $0 | $0 | View return |
| 2016 | Helios Education Foundation | 990 | Director & Treasurer | 6 | $55,395 | $0 | View return |
| 2016 | Capital Health Plan Inc | 990 | Director | 2 | $27,600 | $0 | View return |
| 2016 | The Claude Pepper Foundation Inc. | 990 | Treas/Exec. Director | 10 | $18,000 | $0 | View return |
| 2016 | Assurance for Life Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2015 | Helios Education Foundation | 990 | Director & Treasurer | 6 | $54,692 | $0 | View return |
| 2015 | Capital Health Plan Inc | 990 | Director | 2 | $26,600 | $0 | View return |
| 2015 | Capital Health Plan Inc | 990 | Director | 2 | $26,600 | $0 | View return |
| 2015 | The Claude Pepper Foundation Inc. | 990 | Treasurer/Executive Direct | 10 | $18,000 | $0 | View return |
| 2014 | Helios Education Foundation | 990 | Director & Treasurer | 6 | $64,360 | $0 | View return |
| 2014 | The Claude Pepper Foundation Inc. | 990 | Treasurer/Executive Direct | 10 | $18,000 | $0 | View return |
| 2013 | Helios Education Foundation | 990 | Director & Treasurer | 6 | $62,206 | $0 | View return |
| 2013 | Capital Health Plan Inc | 990 | Director | 2 | $24,100 | $0 | View return |
| 2013 | The Claude Pepper Foundation Inc. | 990 | Treasurer/Executive Direct | 10 | $18,000 | $0 | View return |