| 2023 | Montana Credit Union League | 990 | CEO (Through May) | 40 | $243,521 | $0 | View return |
| 2023 | Montana Credit Unions for Community Development | 990 | CEO (Through May) | 1 | $0 | $243,521 | View return |
| 2023 | Filene Research Institute Inc. | 990 | Director (Thru January) | 1 | $0 | $0 | View return |
| 2023 | Western Cuna Management School | 990 | Secretary/Treasurer | 0.8 | $0 | $0 | View return |
| 2022 | Montana Credit Union League | 990 | CEO | 40 | $259,807 | $0 | View return |
| 2022 | Montana Credit Unions for Community Development | 990 | CEO | 1 | $0 | $259,807 | View return |
| 2022 | Filene Research Institute Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | Montana Credit Union League Group Benefits Tr | 990 | Chair | 1 | $0 | $0 | View return |
| 2022 | Western Cuna Management School | 990 | Secretary/Treasurer | 0.5 | $0 | $0 | View return |
| 2021 | Montana Credit Union League | 990 | CEO | 40 | $279,008 | $0 | View return |
| 2021 | Filene Research Institute Inc. | 990 | Chairperson | 1 | $0 | $0 | View return |
| 2021 | Montana Credit Union League Group Benefits Tr | 990 | Chair | 1 | $0 | $0 | View return |
| 2021 | Western Cuna Management School | 990 | Secretary/Treasurer | 0.5 | $0 | $0 | View return |
| 2020 | Montana Credit Union League | 990 | President | 40 | $274,260 | $0 | View return |
| 2020 | Filene Research Institute Inc. | 990 | Chairperson | 1 | $0 | $0 | View return |
| 2020 | Western Cuna Management School | 990 | Secretary/Treasurer | 0.5 | $0 | $0 | View return |
| 2020 | Montana Credit Union League Group Benefits Tr | 990 | Chair | 1 | $0 | $0 | View return |
| 2019 | Montana Credit Union League | 990 | President | 40 | $246,522 | $0 | View return |
| 2019 | Filene Research Institute Inc. | 990 | Treasurer Through January Then Chairperson | 1 | $0 | $0 | View return |
| 2019 | Western Cuna Management School | 990 | Secretary/Treasurer | 0.5 | $0 | $0 | View return |
| 2019 | Montana Credit Union League Group Benefits Tr | 990 | Chair | 1 | $0 | $0 | View return |
| 2018 | Montana Credit Union League | 990 | President | 40 | $231,498 | $0 | View return |
| 2018 | Filene Research Institute Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2018 | Montana Credit Union League Group Benefits Tr | 990 | Chair | 1 | $0 | $0 | View return |
| 2017 | Montana Credit Union League | 990 | President | 40 | $217,812 | $0 | View return |
| 2017 | Filene Research Institute Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2017 | American Association of Credit Union | 990 | Ex Officio | 2 | $0 | $0 | View return |
| 2017 | Montana Credit Union League Group Benefits Tr | 990 | Chair | 1 | $0 | $0 | View return |
| 2016 | Montana Credit Union League | 990 | President | 40 | $197,635 | $0 | View return |
| 2016 | American Association of Credit Union | 990 | Immediate Past Chair | 2 | $0 | $0 | View return |
| 2016 | Filene Research Institute Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2016 | Montana Credit Union League Group Benefits Tr | 990 | Chair | 1 | $0 | $0 | View return |
| 2015 | Montana Credit Union League | 990 | President | 40 | $192,153 | $0 | View return |
| 2015 | Montana Credit Union League Group Benefits Tr | 990 | Chair | 1 | $0 | $0 | View return |
| 2015 | American Association of Credit Union | 990 | Chairman | 10 | $0 | $0 | View return |
| 2015 | Filene Research Institute Inc. | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2015 | National Action and Response Program | 990 | Vice Chairman | 0.5 | $0 | $0 | View return |
| 2014 | Montana Credit Union League | 990 | President | 40 | $191,892 | $0 | View return |
| 2014 | Filene Research Institute Inc. | 990 | Secretary | 1 | $0 | $0 | View return |
| 2014 | Montana Credit Union League Group Benefits Tr | 990 | Chair | 1 | $0 | $0 | View return |
| 2014 | American Association of Credit Union | 990 | 1st Vice Chair/Chairman Dec '14 | 6 | $0 | $0 | View return |
| 2013 | Montana Credit Union League | 990 | President | 40 | $160,785 | $3,647 | View return |
| 2013 | American Association of Credit Union | 990 | 1st Vice Chair | 2 | $0 | $0 | View return |
| 2013 | Montana Credit Union League Group Benefits Tr | 990 | Chair | 1 | $0 | $0 | View return |