| 2024 | Wharton Fair Fund Inc. | 990EZ | Assistant Tr | 0 | $0 | - | View return |
| 2024 | Western Indiana Workforce Investment Board Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Union Hospital Inc. | 990 | Vice President | 40 | $377,493 | $0 | View return |
| 2023 | Western Indiana Workforce Investment Board Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | American Finance Association %University of Utah | 990 | Past Preside | 0.5 | $0 | $0 | View return |
| 2022 | Court Appointed Special Advocates of Southwest Missouri | 990 | Director | 0.5 | $0 | $0 | View return |
| 2022 | Western Indiana Workforce Investment Board Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | American Finance Association %University of Utah | 990 | Past Preside | 1 | $0 | $0 | View return |
| 2021 | Southwest Michigan Symphony Orchestra Inc. | 990 | Trustee | 0 | $0 | $0 | View return |
| 2021 | Wharton Fair Fund Inc. | 990EZ | Assistant Tr | 0 | $0 | - | View return |
| 2021 | Court Appointed Special Advocates of Southwest Missouri | 990 | Director | 0.5 | $0 | $0 | View return |
| 2021 | American Finance Association %University of Utah | 990 | President-El | 2 | $0 | $0 | View return |
| 2020 | The Mccombs School of Business Foundation | 990 | Professor | 1 | $1,710 | $531,718 | View return |
| 2020 | Southwest Michigan Symphony Orchestra Inc. | 990 | Trustee | 0 | $0 | $0 | View return |
| 2020 | Court Appointed Special Advocates of Southwest Missouri | 990 | Director | 0.5 | $0 | $0 | View return |
| 2019 | Court Appointed Special Advocates of Southwest Missouri | 990 | Director | 0.5 | $0 | $0 | View return |
| 2019 | Southwest Michigan Symphony Orchestra Inc. | 990 | Trustee | 0 | $0 | $0 | View return |
| 2019 | The Society for Financial Studies | 990 | President | 3 | $0 | $0 | View return |
| 2019 | American Finance Association %University of Utah | 990 | Vice Preside | 2 | $0 | $0 | View return |
| 2018 | Court Appointed Special Advocates of Southwest Missouri | 990 | Director | 0.5 | $0 | $0 | View return |
| 2018 | Southwest Michigan Symphony Orchestra Inc. | 990 | Trustee | - | $0 | $0 | View return |
| 2018 | Ahs Senior Class Booster Club Inc | 990EZ | Prizes | 0 | $0 | - | View return |
| 2018 | The Society for Financial Studies | 990 | President | 3 | $0 | $0 | View return |
| 2018 | Investment Company Institute | 990 | Member | 1 | $0 | $0 | View return |
| 2017 | The Society for Financial Studies | 990 | President | 3 | $0 | $0 | View return |
| 2017 | Southwest Michigan Symphony Orchestra Inc. | 990 | Trustee | 2 | $0 | $0 | View return |
| 2017 | Court Appointed Special Advocates of Southwest Missouri | 990 | Director | 0.5 | $0 | $0 | View return |
| 2017 | Investment Company Institute | 990 | Member | 1 | $0 | $0 | View return |
| 2016 | The Society for Financial Studies | 990 | Vice President | 3 | $0 | $0 | View return |
| 2016 | Investment Company Institute | 990 | Member | 1 | $0 | $0 | View return |
| 2015 | The Society for Financial Studies | 990 | Vice President | 3 | $0 | $0 | View return |
| 2015 | Western Finance Associationco Bryan Routledge | 990 | President | 5 | $0 | $0 | View return |
| 2015 | Green Bay Invitational Soccer Tournament Inc | 990EZ | Board Member | 3 | $0 | $0 | View return |
| 2015 | Friends of the Dallas Public Library Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Investment Company Institute | 990 | Member | 1 | $0 | $0 | View return |
| 2014 | Green Bay Invitational Soccer Tournament Inc | 990EZ | Board Member | 3 | $0 | $0 | View return |
| 2014 | Western Finance Associationco Bryan Routledge | 990 | President Elect | 5 | $0 | $0 | View return |
| 2014 | The Society for Financial Studies | 990 | Vice President | 3 | $0 | $0 | View return |
| 2014 | Friends of the Dallas Public Library Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Investment Company Institute | 990 | Member | 1 | $0 | $0 | View return |
| 2013 | Green Bay Invitational Soccer Tournament Inc | 990EZ | Board Member | 3 | $0 | $0 | View return |
| 2013 | The Society for Financial Studies | 990 | Council Chair | 3 | $0 | $0 | View return |
| 2013 | Investment Company Institute | 990 | Member | 1 | $0 | $0 | View return |
| 2013 | Friends of the Dallas Public Library Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2013 | Western Finance Associationco Bryan Routledge | 990 | Vice President | 5 | $0 | $0 | View return |
