| 2024 | 360 Community Capital | 990 | Governor | 2 | $0 | $0 | View return |
| 2024 | Central Indiana Corporate Partnership Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | American Council of Life Insurers Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2023 | Central Indiana Corporate Partnership Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | 360 Community Capital | 990 | Governor | 2 | $0 | $0 | View return |
| 2023 | American Council of Life Insurers Inc | 990 | Immediate Past Chair | 2 | $0 | $0 | View return |
| 2022 | Central Indiana Corporate Partnership Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | 360 Community Capital | 990 | Governor | 2 | $0 | $0 | View return |
| 2022 | The Oneamerica Foundation Inc. | 990PF | Director | 2 | $0 | $0 | View return |
| 2022 | American Council of Life Insurers Inc | 990 | Immediate Past Chairman | 2 | $0 | $0 | View return |
| 2021 | The Oneamerica Foundation Inc. | 990PF | Director | 2 | $0 | $0 | View return |
| 2021 | American Council of Life Insurers Inc | 990 | Chair | 2 | $0 | $0 | View return |
| 2021 | Central Indiana Corporate Partnership Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | American Council of Life Insurers Inc | 990 | Chairman-Elect | 2 | $0 | $0 | View return |
| 2020 | The American College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Central Indiana Corporate Partnership Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | The Oneamerica Foundation Inc. | 990PF | Director | 0 | $0 | $0 | View return |
| 2020 | Central Indiana Corporate Partnership Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Indiana University Health Inc. | 990 | Board Chair / Director | 6 | $50,000 | $0 | View return |
| 2019 | Central Indiana Corporate Partnership Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | American Council of Life Insurers Inc | 990 | Chairman-Elect Designate | 2 | $0 | $0 | View return |
| 2019 | The American College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Indiana University Health Inc. | 990 | Director / Board Chair | 6 | $41,000 | $0 | View return |
| 2018 | American Council of Life Insurers Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2018 | The American College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Central Indiana Corporate Partnership Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Indiana University Health Inc. | 990 | Director | 6 | $34,750 | $0 | View return |
| 2017 | American Council of Life Insurers Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2017 | Central Indiana Corporate Partnership Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Million Dollar Round Table Foundation | 990 | Trustee | 4 | $0 | $0 | View return |
| 2017 | The American College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Indiana University Health Inc. | 990 | Director | 6 | $28,250 | $0 | View return |
| 2016 | Central Indiana Corporate Partnership Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | American Council of Life Insurers Inc | 990 | Director | 2 | $0 | $0 | View return |
| 2016 | The American College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Million Dollar Round Table Foundation | 990 | Trustee | 4 | $0 | $0 | View return |
| 2015 | Indiana University Health Inc. | 990 | Director | 6 | $34,000 | $0 | View return |
| 2015 | Central Indiana Corporate Partnership Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | The American College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | Million Dollar Round Table Foundation | 990 | Trustee | 4 | $0 | $0 | View return |
| 2014 | Indiana University Health Inc. | 990 | Director | 6 | $33,000 | $0 | View return |
| 2014 | Central Indiana Corporate Partnership Inc | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | The American College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2013 | Indiana University Health Inc. | 990 | Director | 6 | $28,250 | $0 | View return |
| 2013 | The American College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2013 | The American College | 990 | Trustee | 1 | $0 | $0 | View return |