| 2023 | International Association of Machinists & Aerospace Workers | 990 | President | 8 | $1,336 | $0 | View return |
| 2023 | Rosetta James Scholarship Fdn | 990EZ | Director | 2 | $0 | - | View return |
| 2022 | International Association of Machinists & Aerospace Workers | 990 | President | 8 | $0 | $0 | View return |
| 2022 | Tri-Boro Volunteer Ambulance Corps Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2022 | Santa Clara Vanguard Booster Club | 990 | Director | 1 | $0 | $0 | View return |
| 2021 | International Association of Machinists & Aerospace Workers | 990 | President | 8 | $2,080 | $0 | View return |
| 2021 | Palo Alto Chamber of Commerce Ltd | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2021 | Tri-Boro Volunteer Ambulance Corps Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2021 | Santa Clara Vanguard Booster Club | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Texas Scottish Rite Hospital for Crippled Children | 990 | Frm SVP & CFO (Ret 9/2020) | 40 | $629,818 | $0 | View return |
| 2020 | Pedi-Ortho Health Corporation | 990 | Fmr Treasurer (Ret 9/20) | 1 | $0 | $629,869 | View return |
| 2020 | Texas Scottish Rite Hospital for Children Foundation | 990 | Treasurer (Retired 9/20) | 2 | $0 | $629,818 | View return |
| 2020 | International Association of Machinists & Aerospace Workers | 990 | President | 2 | $0 | $0 | View return |
| 2020 | Kentucky Railway Museum Inc. | 990 | Chairman | 5 | $0 | $0 | View return |
| 2020 | Cambria County Industrial Development Corporation | 990 | Member | 0.5 | $0 | $0 | View return |
| 2020 | Santa Clara Vanguard Booster Club | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Texas Scottish Rite Hospital for Crippled Children | 990 | Sr VP, CFO (Retired 9/2020) | 40 | $681,924 | $0 | View return |
| 2019 | Pedi-Ortho Health Corporation | 990 | Treasurer (Ret 9/20) | 1 | $0 | $681,924 | View return |
| 2019 | Texas Scottish Rite Hospital for Children Foundation | 990 | Treasurer (Retired 9/20) | 2 | $0 | $681,924 | View return |
| 2019 | Cambria County Industrial Development Corporation | 990 | Member | 0.5 | $0 | $0 | View return |
| 2019 | Tri-Boro Volunteer Ambulance Corps Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2018 | Texas Scottish Rite Hospital for Crippled Children | 990 | Sr VP, CFO | 40 | $617,905 | $0 | View return |
| 2018 | Pedi-Ortho Health Corporation | 990 | Treasurer | 1 | $0 | $617,905 | View return |
| 2018 | Texas Scottish Rite Hospital for Children Foundation | 990 | Treasurer | 1 | $0 | $617,905 | View return |
| 2018 | Tri-Boro Volunteer Ambulance Corps Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2018 | Cambria County Industrial Development Corporation | 990 | Member | 0.5 | $0 | $0 | View return |
| 2018 | Economic Opportunity Council of Suffolk Inc. | 990 | Director | 3 | $0 | $0 | View return |
| 2017 | Pedi-Ortho Health Corporation | 990 | Treasurer | 1 | $0 | $457,908 | View return |
| 2017 | Texas Scottish Rite Hospital for Children Foundation | 990 | Treasurer | 1 | $0 | $457,908 | View return |
| 2017 | Tri-Boro Volunteer Ambulance Corps Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2017 | Cambria County Industrial Development Corporation | 990 | Member | 0.5 | $0 | $0 | View return |
| 2017 | Economic Opportunity Council of Suffolk Inc. | 990 | Director | 3 | $0 | $0 | View return |
| 2017 | Sansbury Care Center Inc | 990 | Board Of Trustees | 0.25 | $0 | $0 | View return |
| 2017 | Lipscomb University | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Texas Scottish Rite Hospital for Crippled Children | 990 | Sr VP And CFO | 40 | $388,089 | $0 | View return |
| 2016 | Texas Scottish Rite Hospital for Children Foundation | 990 | Treasurer | 1 | $0 | $388,089 | View return |
| 2016 | Pedi-Ortho Health Corporation | 990 | Treasurer | 1 | $0 | $388,089 | View return |
| 2016 | Economic Opportunity Council of Suffolk Inc. | 990 | Director | 3 | $0 | $0 | View return |
| 2016 | Tri-Boro Volunteer Ambulance Corps Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2016 | Sansbury Care Center Inc | 990 | Board Of Trustees | 1 | $0 | $0 | View return |
| 2016 | Cambria County Industrial Development Corporation | 990 | Member | 0.5 | $0 | $0 | View return |
| 2016 | Lipscomb University | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | Texas Scottish Rite Hospital for Crippled Children | 990 | Sr Vice President And CFO | 40 | $373,402 | $0 | View return |
| 2015 | Texas Scottish Rite Hospital for Children Foundation | 990 | Treasurer | 1 | $0 | $373,402 | View return |
| 2015 | Pedi-Ortho Health Corporation | 990 | Treasurer | 1 | $0 | $373,402 | View return |
| 2015 | Sansbury Care Center Inc | 990 | Board Of Trustees | 0 | $0 | $0 | View return |
| 2015 | Economic Opportunity Council of Suffolk Inc. | 990 | Director | 3 | $0 | $0 | View return |
| 2015 | Tri-Boro Volunteer Ambulance Corps Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2015 | Lipscomb University | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Texas Scottish Rite Hospital for Crippled Children | 990 | Sr Vice President And CFO | 40 | $344,166 | $0 | View return |
| 2014 | Pedi-Ortho Health Corporation | 990 | Treasurer | 1 | $0 | $344,166 | View return |
| 2014 | Lipscomb University | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Cambria County Industrial Development Corporation | 990 | Board Member | 0.5 | $0 | $0 | View return |
| 2014 | Montmorency County Commission on Aging | 990 | Chairperson | 2 | $0 | $0 | View return |
| 2014 | Economic Opportunity Council of Suffolk Inc. | 990 | Director | 3 | $0 | $0 | View return |
| 2014 | Tri-Boro Volunteer Ambulance Corps Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2014 | Sansbury Care Center Inc | 990 | Board Of Trustees | 0 | $0 | $0 | View return |
| 2014 | Association of Independent Kentucy College and Universities Inc. | 990 | Director | 2 | $0 | $0 | View return |
| 2014 | Kentucky Independent College Fund | 990 | Director | 2 | $0 | $0 | View return |
| 2013 | St Catharine College Inc | 990 | President | 40 | $79,297 | $0 | View return |
| 2013 | Texas Scottish Rite Hospital for Crippled Children | 990 | Senior Vice President & CFO | 40 | $70,158 | $0 | View return |
| 2013 | Texas Scottish Rite Hospital for Children Foundation | 990 | Treasurer | 1 | $0 | $70,158 | View return |
| 2013 | Pedi-Ortho Health Corporation | 990 | Treasurer | 1 | $0 | $70,158 | View return |
| 2013 | Cambria County Industrial Development Corporation | 990 | Board Member | - | $0 | $0 | View return |
| 2013 | Tri-Boro Volunteer Ambulance Corps Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2013 | Sansbury Care Center Inc | 990 | Board Of Trustees | 0 | $0 | $0 | View return |
| 2013 | Economic Opportunity Council of Suffolk Inc. | 990 | Director | 3 | $0 | - | View return |
| 2013 | Lipscomb University | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Association of Independent Kentucy College and Universities Inc. | 990 | Past Chair | 2 | $0 | $0 | View return |
| 2013 | Kentucky Independent College Fund | 990 | Past Chair | 2 | $0 | $0 | View return |