| 2024 | The Council of Insurance Agents and Brokers | 990 | Executive Chairman | 37.5 | $5,567,815 | $0 | View return |
| 2024 | Foundation for Agency Management Excellence Inc | 990 | Executive Chair (Until 6/24) | 1.87 | $0 | $5,567,815 | View return |
| 2023 | The Council of Insurance Agents and Brokers | 990 | CEO | 35.63 | $1,683,895 | $88,626 | View return |
| 2023 | Foundation for Agency Management Excellence Inc | 990 | Secretary & CEO Of Ciab | 1.87 | $88,626 | $1,683,895 | View return |
| 2023 | Insurance Industry Charitable Foundation Inc. | 990 | Board Member | 0 | $0 | $0 | View return |
| 2022 | The Council of Insurance Agents and Brokers | 990 | President/CEO | 35.63 | $1,158,984 | $60,999 | View return |
| 2022 | Foundation for Agency Management Excellence Inc | 990 | Secretary, President/CEO Of Ciab | 1.88 | $60,999 | $1,158,984 | View return |
| 2022 | Insurance Industry Charitable Foundation Inc. | 990 | Board Member | 0 | $0 | $0 | View return |
| 2021 | The Council of Insurance Agents and Brokers | 990 | President/CEO | 36.73 | $1,140,455 | $28,869 | View return |
| 2021 | Foundation for Agency Management Excellence Inc | 990 | Secretary, President/CEO Of Ciab | 0.77 | $23,869 | $1,140,455 | View return |
| 2021 | Insurance Industry Charitable Foundation Inc. | 990 | Board Member | - | $0 | $0 | View return |
| 2020 | The Council of Insurance Agents and Brokers | 990 | President | 36.75 | $1,528,489 | $31,194 | View return |
| 2020 | Foundation for Agency Management Excellence Inc | 990 | Secretary, President/CEO Of Ciab | 0.75 | $31,194 | $1,528,489 | View return |
| 2020 | Insurance Industry Charitable Foundation Inc. | 990 | Board Member | - | $0 | $0 | View return |
| 2019 | Foundation for Agency Management Excellence Inc | 990 | President/CEO | 19.5 | $530,497 | $489,689 | View return |
| 2019 | The Council of Insurance Agents and Brokers | 990 | President/CEO | 18 | $489,689 | $530,497 | View return |
| 2019 | Insurance Industry Charitable Foundation Inc. | 990 | Board Member | - | $0 | $0 | View return |
| 2018 | Foundation for Agency Management Excellence Inc | 990 | Secretary | 19.5 | $573,477 | $529,364 | View return |
| 2018 | The Council of Insurance Agents and Brokers | 990 | President /CEO | 18 | $529,364 | $573,477 | View return |
| 2018 | Insurance Industry Charitable Foundation Inc. | 990 | Board Member | - | $0 | $0 | View return |
| 2018 | Insurance Industry Charitable Foundation Inc. | 990 | Board Member | - | $0 | $0 | View return |
| 2017 | The Council of Insurance Agents and Brokers | 990 | CEO/President | 16.1 | $450,740 | $599,121 | View return |
| 2017 | Foundation for Agency Management Excellence Inc | 990 | CEO/President | 7.5 | $209,972 | $839,889 | View return |
| 2017 | Insurance Industry Charitable Foundation Inc. | 990 | Board Member | - | $0 | $0 | View return |
| 2016 | The Council of Insurance Agents and Brokers | 990 | President/CEO | 26 | $836,459 | $369,971 | View return |
| 2016 | Foundation for Agency Management Excellence Inc | 990 | Secretary | 11.5 | $369,971 | $836,459 | View return |
| 2016 | Insurance Industry Charitable Foundation Inc. | 990 | Board Member | 0 | $0 | $0 | View return |
| 2015 | The Council of Insurance Agents and Brokers | 990 | President/CEO | 26 | $833,518 | $372,082 | View return |
| 2015 | Insurance Industry Charitable Foundation Inc. | 990 | Board Member | 0 | $0 | $0 | View return |
| 2014 | The Council of Insurance Agents and Brokers | 990 | President | 28 | $801,405 | $271,906 | View return |
| 2014 | Foundation for Agency Management Excellence Inc | 990 | Secretary | 9.5 | $0 | $1,073,311 | View return |
| 2014 | Insurance Industry Charitable Foundation Inc. | 990 | Board Member | 0 | $0 | $0 | View return |
| 2013 | The Council of Insurance Agents and Brokers | 990 | President | 28 | $568,531 | $192,894 | View return |
| 2013 | Foundation for Agency Management Excellence Inc | 990 | Secretary | 9.5 | $0 | $761,425 | View return |
| 2013 | Insurance Industry Charitable Foundation Inc. | 990 | Board Member | 0 | $0 | $0 | View return |