| 2025 | Spf Rotary Frazee House Inc. | 990 | Treasurer | 10 | $0 | $0 | View return |
| 2024 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 14 | $15,000 | $0 | View return |
| 2024 | Spf Rotary Frazee House Inc. | 990 | Treasurer | 10 | $0 | $0 | View return |
| 2024 | Fraternal Order of Eagles # 3108 | 990 | Inside Guard | 1.5 | $0 | $0 | View return |
| 2023 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 14 | $15,000 | $0 | View return |
| 2023 | Spf Rotary Frazee House Inc. | 990 | Treasurer | 10 | $0 | $0 | View return |
| 2022 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 14 | $15,000 | $0 | View return |
| 2022 | Spf Rotary Frazee House Inc. | 990 | Treasurer | 10 | $0 | $0 | View return |
| 2022 | Jackson County Historical Society Jackson County Iowa Historiacal Society | 990 | Director | 3 | $0 | $0 | View return |
| 2021 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 14 | $15,000 | $0 | View return |
| 2021 | Jackson County Historical Society Jackson County Iowa Historiacal Society | 990 | Vice President | 3 | $0 | $0 | View return |
| 2021 | Spf Rotary Frazee House Inc. | 990 | Treasurer | 10 | $0 | $0 | View return |
| 2020 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 14 | $15,000 | $0 | View return |
| 2020 | Jackson County Historical Society Jackson County Iowa Historiacal Society | 990 | Vice President | 2 | $0 | $0 | View return |
| 2020 | Spf Rotary Frazee House Inc. | 990 | Treasurer | 10 | $0 | $0 | View return |
| 2019 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 14 | $15,000 | $0 | View return |
| 2019 | Spf Rotary Frazee House Inc. | 990 | Treasurer | 10 | $0 | $0 | View return |
| 2019 | Jackson County Historical Society Jackson County Iowa Historiacal Society | 990 | Vice President | 2 | $0 | $0 | View return |
| 2018 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 14 | $15,000 | $0 | View return |
| 2018 | Spf Rotary Frazee House Inc. | 990 | Treasurer | 10 | $0 | $0 | View return |
| 2018 | Jackson County Historical Society Jackson County Iowa Historiacal Society | 990 | Vice President | 4 | $0 | $0 | View return |
| 2018 | Spf Rotary Frazee House Inc. | 990 | Treasurer | 10 | $0 | $0 | View return |
| 2017 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 14 | $15,000 | $0 | View return |
| 2017 | Jackson County Historical Society Jackson County Iowa Historiacal Society | 990 | Vice President | 30 | $0 | $0 | View return |
| 2017 | Spf Rotary Frazee House Inc. | 990EZ | Treasurer | 10 | $0 | - | View return |
| 2016 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 14 | $15,000 | $0 | View return |
| 2015 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 14 | $15,000 | $0 | View return |
| 2015 | United Brotherhood of Carpenters & Joiners of America No 81 | 990EZ | Recording Sec | 5 | $630 | - | View return |
| 2014 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 14 | $18,000 | $0 | View return |
| 2014 | United Brotherhood of Carpenters & Joiners of America No 81 | 990EZ | Recording Sec | 5 | $1,080 | - | View return |
| 2013 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 14 | $18,000 | $0 | View return |
| 2013 | United Brotherhood of Carpenters & Joiners of America No 81 | 990EZ | Recording Sec | 5 | $1,080 | - | View return |
| 2012 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 14 | $18,000 | $0 | View return |
| 2011 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 15 | $18,000 | $0 | View return |
| 2010 | Joseph Plan Foundation Inc. | 990PF | Director/VP/Treasurer | 15 | $18,000 | $0 | View return |