Illinois 2023-2024 Regular Session

Illinois Senate Bill SB1771 Compare Versions

Only one version of the bill is available at this time.

Old	New	Differences
1	1	103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 SB1771 Introduced 2/9/2023, by Sen. Julie A. Morrison SYNOPSIS AS INTRODUCED: 5 ILCS 420/4A-102 from Ch. 127, par. 604A-102 5 ILCS 420/4A-103 from Ch. 127, par. 604A-103 Amends the Illinois Governmental Ethics Act. Requires filers of statements of economic interest to disclose the name of any spouse or immediate family member living with such person who is employed by a business organization operating in the cannabis, gaming, insurance, or health care industry and the name of the business organization that employs the relative. LRB103 29299 JDS 55686 b A BILL FOR 103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 SB1771 Introduced 2/9/2023, by Sen. Julie A. Morrison SYNOPSIS AS INTRODUCED: 5 ILCS 420/4A-102 from Ch. 127, par. 604A-102 5 ILCS 420/4A-103 from Ch. 127, par. 604A-103 5 ILCS 420/4A-102 from Ch. 127, par. 604A-102 5 ILCS 420/4A-103 from Ch. 127, par. 604A-103 Amends the Illinois Governmental Ethics Act. Requires filers of statements of economic interest to disclose the name of any spouse or immediate family member living with such person who is employed by a business organization operating in the cannabis, gaming, insurance, or health care industry and the name of the business organization that employs the relative. LRB103 29299 JDS 55686 b LRB103 29299 JDS 55686 b A BILL FOR
2	2	103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 SB1771 Introduced 2/9/2023, by Sen. Julie A. Morrison SYNOPSIS AS INTRODUCED:
3	3	5 ILCS 420/4A-102 from Ch. 127, par. 604A-102 5 ILCS 420/4A-103 from Ch. 127, par. 604A-103 5 ILCS 420/4A-102 from Ch. 127, par. 604A-102 5 ILCS 420/4A-103 from Ch. 127, par. 604A-103
4	4	5 ILCS 420/4A-102 from Ch. 127, par. 604A-102
5	5	5 ILCS 420/4A-103 from Ch. 127, par. 604A-103
6	6	Amends the Illinois Governmental Ethics Act. Requires filers of statements of economic interest to disclose the name of any spouse or immediate family member living with such person who is employed by a business organization operating in the cannabis, gaming, insurance, or health care industry and the name of the business organization that employs the relative.
7	7	LRB103 29299 JDS 55686 b LRB103 29299 JDS 55686 b
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9	9	A BILL FOR
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12	12	1 AN ACT concerning government.
13	13	2 Be it enacted by the People of the State of Illinois,
14	14	3 represented in the General Assembly:
15	15	4 Section 5. The Illinois Governmental Ethics Act is amended
16	16	5 by changing Sections 4A-102 and 4A-103 as follows:
17	17	6 (5 ILCS 420/4A-102) (from Ch. 127, par. 604A-102)
18	18	7 Sec. 4A-102. The statement of economic interests required
19	19	8 by this Article shall include the economic interests of the
20	20	9 person making the statement as provided in this Section.
21	21	10 (a) The interest (if constructively controlled by the
22	22	11 person making the statement) of a spouse or any other party,
23	23	12 shall be considered to be the same as the interest of the
24	24	13 person making the statement. Campaign receipts shall not be
25	25	14 included in this statement. The following interests shall be
26	26	15 listed by all persons required to file:
27	27	16 (1) each asset that has a value of more than $10,000 as
28	28	17 of the end of the preceding calendar year and is: (i) held
29	29	18 in the filer's name, (ii) held jointly by the filer with
30	30	19 his or her spouse, or (iii) held jointly by the filer with
31	31	20 his or her minor child or children. For a beneficial
32	32	21 interest in a trust, the value is based on the total value
33	33	22 of the assets either subject to the beneficial interest,
34	34	23 or from which income is to be derived for the benefit of
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38	38	103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 SB1771 Introduced 2/9/2023, by Sen. Julie A. Morrison SYNOPSIS AS INTRODUCED:
39	39	5 ILCS 420/4A-102 from Ch. 127, par. 604A-102 5 ILCS 420/4A-103 from Ch. 127, par. 604A-103 5 ILCS 420/4A-102 from Ch. 127, par. 604A-102 5 ILCS 420/4A-103 from Ch. 127, par. 604A-103
40	40	5 ILCS 420/4A-102 from Ch. 127, par. 604A-102
41	41	5 ILCS 420/4A-103 from Ch. 127, par. 604A-103
42	42	Amends the Illinois Governmental Ethics Act. Requires filers of statements of economic interest to disclose the name of any spouse or immediate family member living with such person who is employed by a business organization operating in the cannabis, gaming, insurance, or health care industry and the name of the business organization that employs the relative.
43	43	LRB103 29299 JDS 55686 b LRB103 29299 JDS 55686 b
44	44	LRB103 29299 JDS 55686 b
45	45	A BILL FOR
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51	51	5 ILCS 420/4A-102 from Ch. 127, par. 604A-102
52	52	5 ILCS 420/4A-103 from Ch. 127, par. 604A-103
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71	71	1 the beneficial interest, regardless of whether any
72	72	2 distributions have been made for the benefit of the
73	73	3 beneficial interest;
74	74	4 (2) excluding the income from the position that
75	75	5 requires the filing of a statement of economic interests
76	76	6 under this Act, each source of income in excess of $7,500
77	77	7 during the preceding calendar year (as required to be
78	78	8 reported on the filer's federal income tax return covering
79	79	9 the preceding calendar year) for the filer and his or her
80	80	10 spouse and, if the sale or transfer of an asset produced
81	81	11 more than $7,500 in capital gains during the preceding
82	82	12 calendar year, the transaction date on which that asset
83	83	13 was sold or transferred;
84	84	14 (3) each creditor of a debt in excess of $10,000 that,
85	85	15 during the preceding calendar year, was: (i) owed by the
86	86	16 filer, (ii) owed jointly by the filer with his or her
87	87	17 spouse or (iii) owed jointly by the filer with his or her
88	88	18 minor child or children;
89	89	19 (4) the name of each unit of government of which the
90	90	20 filer or his or her spouse was an employee, contractor, or
91	91	21 office holder during the preceding calendar year other
92	92	22 than the unit or units of government in relation to which
93	93	23 the person is required to file and the title of the
94	94	24 position or nature of the contractual services;
95	95	25 (5) each person known to the filer to be registered as
96	96	26 a lobbyist with any unit of government in the State of
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107	107	1 Illinois: (i) with whom the filer maintains an economic
108	108	2 relationship, or (ii) who is a member of the filer's
109	109	3 family;
110	110	4 (6) each source and type of gift or gifts, or
111	111	5 honorarium or honoraria, valued singly or in the aggregate
112	112	6 in excess of $500 that was received during the preceding
113	113	7 calendar year, excluding any gift or gifts from a member
114	114	8 of the filer's family that was not known to the filer to be
115	115	9 registered as a lobbyist with any unit of government in
116	116	10 the State of Illinois; and
117	117	11 (7) the name of any spouse or immediate family member
118	118	12 living with such person employed by a public utility in
119	119	13 this State and the name of the public utility that employs
120	120	14 such person; and .
121	121	15 (8) the name of any spouse or immediate family member
122	122	16 living with such person employed in this State by a
123	123	17 business organization operating in the cannabis, gaming,
124	124	18 insurance, or health care industry and the name of the
125	125	19 business organization that employs such person.
126	126	20 For the purposes of this Section, the unit of local
127	127	21 government in relation to which a person is required to file
128	128	22 under item (e) of Section 4A-101.5 shall be the unit of local
129	129	23 government that contributes to the pension fund of which such
130	130	24 person is a member of the board.
131	131	25 (b) Beginning December 1, 2025, and for every 5 years
132	132	26 thereafter, the Secretary of State shall adjust the amounts
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143	143	1 specified under this Section that prompt disclosure under this
144	144	2 Act for purposes of inflation as determined by the Consumer
145	145	3 Price Index for All Urban Consumers as issued by the United
146	146	4 States Department of Labor and rounded to the nearest $100.
147	147	5 The Secretary shall publish this information on the official
148	148	6 website of the Secretary of State, and make changes to the
149	149	7 statement of economic interests form to be completed for the
150	150	8 following year.
151	151	9 (c) The Secretary of State shall develop and make publicly
152	152	10 available on his or her website written guidance relating to
153	153	11 the completion and filing of the statement of economic
154	154	12 interests upon which a filer may reasonably and in good faith
155	155	13 rely.
156	156	14 (Source: P.A. 101-221, eff. 8-9-19; 102-662, eff. 9-15-21;
157	157	15 102-664, eff. 1-1-22; 102-813, eff. 5-13-22.)
158	158	16 (5 ILCS 420/4A-103) (from Ch. 127, par. 604A-103)
159	159	17 Sec. 4A-103. The statement of economic interests required
160	160	18 by this Article to be filed with the Secretary of State or
161	161	19 county clerk shall be verified, dated, and signed by the
162	162	20 person making the statement and shall contain substantially
163	163	21 the following:
164	164	22 STATEMENT OF ECONOMIC INTERESTS
165	165	23 INSTRUCTIONS:
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176	176	1 You may find the following documents helpful to you in
177	177	2 completing this form:
178	178	3 (1) federal income tax returns, including any related
179	179	4 schedules, attachments, and forms; and
180	180	5 (2) investment and brokerage statements.
181	181	6 To complete this form, you do not need to disclose
182	182	7 specific amounts or values or report interests relating either
183	183	8 to political committees registered with the Illinois State
184	184	9 Board of Elections or to political committees, principal
185	185	10 campaign committees, or authorized committees registered with
186	186	11 the Federal Election Commission.
187	187	12 The information you disclose will be available to the
188	188	13 public.
189	189	14 You must answer all 6 questions. Certain questions will
190	190	15 ask you to report any applicable assets or debts held in, or
191	191	16 payable to, your name; held jointly by, or payable to, you with
192	192	17 your spouse; or held jointly by, or payable to, you with your
193	193	18 minor child. If you have any concerns about whether an
194	194	19 interest should be reported, please consult your department's
195	195	20 ethics officer, if applicable.
196	196	21 Please ensure that the information you provide is complete
197	197	22 and accurate. If you need more space than the form allows,
198	198	23 please attach additional pages for your response. If you are
199	199	24 subject to the State Officials and Employees Ethics Act, your
200	200	25 ethics officer must review your statement of economic
201	201	26 interests before you file it. Failure to complete the
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212	212	1 statement in good faith and within the prescribed deadline may
213	213	2 subject you to fines, imprisonment, or both.
214	214	3 BASIC INFORMATION:
215	215	4 Name:........................................................
216	216	5 Job title:...................................................
217	217	6 Office, department, or agency that requires you to file this
218	218	7 form:........................................................
219	219	8 Other offices, departments, or agencies that require you to
220	220	9 file a Statement of Economic Interests form: ................
221	221	10 Full mailing address:........................................
222	222	11 Preferred e-mail address (optional):.........................
223	223	12 QUESTIONS:
224	224	13 1. If you have any single asset that was worth more than
225	225	14 $10,000 as of the end of the preceding calendar year and is
226	226	15 held in, or payable to, your name, held jointly by, or payable
227	227	16 to, you with your spouse, or held jointly by, or payable to,
228	228	17 you with your minor child, list such assets below. In the case
229	229	18 of investment real estate, list the city and state where the
230	230	19 investment real estate is located. If you do not have any such
231	231	20 assets, list "none" below.
232	232	21 .................................
233	233	22 .............................................................
234	234	23 .............................................................
235	235	24 .............................................................
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246	246	1 .............................................................
247	247	2 2. Excluding the position for which you are required to
248	248	3 file this form, list the source of any income in excess of
249	249	4 $7,500 required to be reported during the preceding calendar
250	250	5 year. If you sold an asset that produced more than $7,500 in
251	251	6 capital gains in the preceding calendar year, list the name of
252	252	7 the asset and the transaction date on which the sale or
253	253	8 transfer took place. If you had no such sources of income or
254	254	9 assets, list "none" below.
255	255	10Source of Income / Name of Date Sold (if applicable) 11Asset 12............................... ............................... 13............................... ............................... 14............................... ............................... 10 Source of Income / Name of Date Sold (if applicable) 11 Asset 12 ............................... ............................... 13 ............................... ............................... 14 ............................... ...............................
256	256	10 Source of Income / Name of Date Sold (if applicable)
257	257	11 Asset
258	258	12 ............................... ...............................
259	259	13 ............................... ...............................
260	260	14 ............................... ...............................
261	261	15 3. Excluding debts incurred on terms available to the
262	262	16 general public, such as mortgages, student loans, and credit
263	263	17 card debts, if you owed any single debt in the preceding
264	264	18 calendar year exceeding $10,000, list the creditor of the debt
265	265	19 below. If you had no such debts, list "none" below.
266	266	20 List the creditor for all applicable debts owed by you,
267	267	21 owed jointly by you with your spouse, or owed jointly by you
268	268	22 with your minor child. In addition to the types of debts listed
269	269	23 above, you do not need to report any debts to or from financial
270	270	24 institutions or government agencies, such as debts secured by
271	271	25 automobiles, household furniture or appliances, as long as the
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280	280	10 Source of Income / Name of Date Sold (if applicable)
281	281	11 Asset
282	282	12 ............................... ...............................
283	283	13 ............................... ...............................
284	284	14 ............................... ...............................
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289	289	1 debt was made on terms available to the general public, debts
290	290	2 to members of your family, or debts to or from a political
291	291	3 committee registered with the Illinois State Board of
292	292	4 Elections or any political committee, principal campaign
293	293	5 committee, or authorized committee registered with the Federal
294	294	6 Election Commission.
295	295	7 ........................................
296	296	8 .............................................................
297	297	9 .............................................................
298	298	10 .............................................................
299	299	11 4. List the name of each unit of government of which you or
300	300	12 your spouse were an employee, contractor, or office holder
301	301	13 during the preceding calendar year other than the unit or
302	302	14 units of government in relation to which the person is
303	303	15 required to file and the title of the position or nature of the
304	304	16 contractual services.
305	305	17Name of Unit of Government Title or Nature of Services 18............................... ............................... 19............................... ............................... 20............................... ............................... 17 Name of Unit of Government Title or Nature of Services 18 ............................... ............................... 19 ............................... ............................... 20 ............................... ...............................
306	306	17 Name of Unit of Government Title or Nature of Services
307	307	18 ............................... ...............................
308	308	19 ............................... ...............................
309	309	20 ............................... ...............................
310	310	21 5. If you maintain an economic relationship with a
311	311	22 lobbyist or if a member of your family is known to you to be a
312	312	23 lobbyist registered with any unit of government in the State
313	313	24 of Illinois, list the name of the lobbyist below and identify
314	314	25 the nature of your relationship with the lobbyist. If you do
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323	323	17 Name of Unit of Government Title or Nature of Services
324	324	18 ............................... ...............................
325	325	19 ............................... ...............................
326	326	20 ............................... ...............................
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331	331	1 not have an economic relationship with a lobbyist or a family
332	332	2 member known to you to be a lobbyist registered with any unit
333	333	3 of government in the State of Illinois, list "none" below.
334	334	4Name of Lobbyist Relationship to Filer 5............................... ............................... 6............................... ............................... 7............................... ............................... 4 Name of Lobbyist Relationship to Filer 5 ............................... ............................... 6 ............................... ............................... 7 ............................... ...............................
335	335	4 Name of Lobbyist Relationship to Filer
336	336	5 ............................... ...............................
337	337	6 ............................... ...............................
338	338	7 ............................... ...............................
339	339	8 6. List the name of each person, organization, or entity
340	340	9 that was the source of a gift or gifts, or honorarium or
341	341	10 honoraria, valued singly or in the aggregate in excess of $500
342	342	11 received during the preceding calendar year and the type of
343	343	12 gift or gifts, or honorarium or honoraria, excluding any gift
344	344	13 or gifts from a member of your family that was not known to be
345	345	14 a lobbyist registered with any unit of government in the State
346	346	15 of Illinois. If you had no such gifts, list "none" below.
347	347	16 ....
348	348	17 .............................................................
349	349	18 .............................................................
350	350	19 7. List the name of any spouse or immediate family member
351	351	20 living with the person making this statement employed by a
352	352	21 public utility in this State and the name of the public utility
353	353	22 that employs the relative.
354	354	23Name and Relation Public Utility 24............................... ............................... 25............................... ............................... 23 Name and Relation Public Utility 24 ............................... ............................... 25 ............................... ...............................
355	355	23 Name and Relation Public Utility
356	356	24 ............................... ...............................
357	357	25 ............................... ...............................
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366	366	4 Name of Lobbyist Relationship to Filer
367	367	5 ............................... ...............................
368	368	6 ............................... ...............................
369	369	7 ............................... ...............................
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372	372	23 Name and Relation Public Utility
373	373	24 ............................... ...............................
374	374	25 ............................... ...............................
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379	379	1............................... ............................... 1 ............................... ...............................
380	380	1 ............................... ...............................
381	381	2 8. List the name of any spouse or immediate family member
382	382	3 living with the person making this statement employed in this
383	383	4 State by a business organization operating in the cannabis,
384	384	5 gaming, insurance, or health care industry and the name of the
385	385	6 business organization that employs the relative.
386	386	7Name and Relation Business Organization 8............................... ............................... 9............................... ............................... 10............................... ............................... 7 Name and Relation Business Organization 8 ............................... ............................... 9 ............................... ............................... 10 ............................... ...............................
387	387	7 Name and Relation Business Organization
388	388	8 ............................... ...............................
389	389	9 ............................... ...............................
390	390	10 ............................... ...............................
391	391	11 VERIFICATION:
392	392	12 "I declare that this statement of economic interests
393	393	13 (including any attachments) has been examined by me and to the
394	394	14 best of my knowledge and belief is a true, correct and complete
395	395	15 statement of my economic interests as required by the Illinois
396	396	16 Governmental Ethics Act. I understand that the penalty for
397	397	17 willfully filing a false or incomplete statement is a fine not
398	398	18 to exceed $2,500 or imprisonment in a penal institution other
399	399	19 than the penitentiary not to exceed one year, or both fine and
400	400	20 imprisonment."
401	401	21 Printed Name of Filer:.......................................
402	402	22 Date:........................................................
403	403	23 Signature:...................................................
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411	411	1 ............................... ...............................
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414	414	7 Name and Relation Business Organization
415	415	8 ............................... ...............................
416	416	9 ............................... ...............................
417	417	10 ............................... ...............................
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422	422	1 If this statement of economic interests requires ethics
423	423	2 officer review prior to filing, the applicable ethics officer
424	424	3 must complete the following:
425	425	4 CERTIFICATION OF ETHICS OFFICER REVIEW:
426	426	5 "In accordance with law, as Ethics Officer, I reviewed
427	427	6 this statement of economic interests prior to its filing."
428	428	7 Printed Name of Ethics Officer:..............................
429	429	8 Date:........................................................
430	430	9 Signature:...................................................
431	431	10 Preferred e-mail address (optional):.........................
432	432	11 (Source: P.A. 102-662, eff. 9-15-21; 102-664, eff. 1-1-22.)
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