| 2024 | Academy of Producer Insurance Studies Inc. | 990 | Executive Chairman | 5 | $0 | $210,172 | View return |
| 2024 | Florida State University Foundation Inc. | 990 | Trustee/Ex Officio Voting, Presidential Appointee | 1 | $0 | $0 | View return |
| 2023 | Academy of Producer Insurance Studies Inc. | 990 | Executive Chairman | 5 | $326,448 | $0 | View return |
| 2022 | Academy of Producer Insurance Studies Inc. | 990 | Executive Chairman | 5 | $323,895 | $0 | View return |
| 2022 | Florida State University Foundation Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Academy of Producer Insurance Studies Inc. | 990 | Executive Chairman | 5 | $363,959 | $0 | View return |
| 2021 | Florida State University Foundation Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Gamma Iota Sigma | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Academy of Producer Insurance Studies Inc. | 990 | President | 5 | $434,829 | $0 | View return |
| 2020 | Florida State University Foundation Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Society of Certified Insurance Counselor | 990 | President | 20 | $0 | $0 | View return |
| 2020 | Society of Certified Insurance Counselor | 990 | Chief Executive Officer | 20 | $0 | $0 | View return |
| 2020 | Gamma Iota Sigma | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Society of Certified Insurance Counselor | 990 | President | 20 | $485,384 | $0 | View return |
| 2019 | Society of Certified Insurance Counselor | 990 | Chief Executive Officer | 40 | $396,396 | $0 | View return |
| 2019 | Gamma Iota Sigma | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Academy of Producer Insurance Studies Inc. | 990 | President | 5 | $0 | $0 | View return |
| 2019 | Florida State University Foundation Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Society of Certified Insurance Counselor | 990 | President | 20 | $482,048 | $0 | View return |
| 2018 | Society of Certified Insurance Counselor | 990 | Chief Executive Officer | 40 | $225,813 | $0 | View return |
| 2018 | Florida State University Foundation Inc. | 990 | Trustee/Secretary | 1 | $0 | $0 | View return |
| 2018 | Academy of Producer Insurance Studies Inc. | 990 | President | 5 | $0 | $0 | View return |
| 2017 | Society of Certified Insurance Counselor | 990 | President | 20 | $529,901 | $0 | View return |
| 2017 | Society of Certified Insurance Counselor | 990 | Vice President | 40 | $156,406 | $0 | View return |
| 2017 | Florida State University Foundation Inc. | 990 | Trustee/Secretary | 1 | $0 | $0 | View return |
| 2017 | Gamma Iota Sigma | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | Academy of Producer Insurance Studies Inc. | 990 | President | 5 | $0 | $0 | View return |
| 2016 | Society of Certified Insurance Counselor | 990 | President | 20 | $532,907 | $0 | View return |
| 2016 | Society of Certified Insurance Counselor | 990 | Vice President | 40 | $145,434 | $0 | View return |
| 2016 | Academy of Producer Insurance Studies Inc. | 990 | President | 5 | $0 | $0 | View return |
| 2016 | Gamma Iota Sigma | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Florida State University Foundation Inc. | 990 | Trustee/Secretary | 1 | $0 | $0 | View return |
| 2015 | Society of Certified Insurance Counselor | 990 | President | 20 | $515,000 | $0 | View return |
| 2015 | Society of Certified Insurance Counselor | 990 | Vice President | 40 | $113,111 | $0 | View return |
| 2015 | Florida State University Foundation Inc. | 990 | Trustee/Secretary | 1 | $0 | $0 | View return |
| 2015 | Gamma Iota Sigma | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | Academy of Producer Insurance Studies Inc. | 990 | President | 5 | $0 | $0 | View return |
| 2014 | Society of Certified Insurance Counselor | 990 | President | 20 | $458,496 | $0 | View return |
| 2014 | Society of Certified Insurance Counselor | 990 | Vice President | 40 | $114,028 | $0 | View return |
| 2014 | Florida State University Foundation Inc. | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | Academy of Producer Insurance Studies Inc. | 990 | President | 5 | $0 | $0 | View return |
| 2014 | Gamma Iota Sigma | 990 | Trustee | 1 | $0 | $0 | View return |
| 2013 | Society of Certified Insurance Counselor | 990 | President | 20 | $466,644 | $0 | View return |
| 2013 | Society of Certified Insurance Counselor | 990 | Vice President | 40 | $107,136 | $0 | View return |
| 2013 | Academy of Producer Insurance Studies Inc. | 990 | President | 5 | $0 | $0 | View return |
| 2013 | Gamma Iota Sigma | 990 | Trustee | 1 | $0 | $0 | View return |