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
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
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.
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A BILL FOR
SB1771LRB103 29299 JDS 55686 b SB1771 LRB103 29299 JDS 55686 b
SB1771 LRB103 29299 JDS 55686 b
1 AN ACT concerning government.
2 Be it enacted by the People of the State of Illinois,
3 represented in the General Assembly:
4 Section 5. The Illinois Governmental Ethics Act is amended
5 by changing Sections 4A-102 and 4A-103 as follows:
6 (5 ILCS 420/4A-102) (from Ch. 127, par. 604A-102)
7 Sec. 4A-102. The statement of economic interests required
8 by this Article shall include the economic interests of the
9 person making the statement as provided in this Section.
10 (a) The interest (if constructively controlled by the
11 person making the statement) of a spouse or any other party,
12 shall be considered to be the same as the interest of the
13 person making the statement. Campaign receipts shall not be
14 included in this statement. The following interests shall be
15 listed by all persons required to file:
16 (1) each asset that has a value of more than $10,000 as
17 of the end of the preceding calendar year and is: (i) held
18 in the filer's name, (ii) held jointly by the filer with
19 his or her spouse, or (iii) held jointly by the filer with
20 his or her minor child or children. For a beneficial
21 interest in a trust, the value is based on the total value
22 of the assets either subject to the beneficial interest,
23 or from which income is to be derived for the benefit of
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
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.
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A BILL FOR
5 ILCS 420/4A-102 from Ch. 127, par. 604A-102
5 ILCS 420/4A-103 from Ch. 127, par. 604A-103
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1 the beneficial interest, regardless of whether any
2 distributions have been made for the benefit of the
3 beneficial interest;
4 (2) excluding the income from the position that
5 requires the filing of a statement of economic interests
6 under this Act, each source of income in excess of $7,500
7 during the preceding calendar year (as required to be
8 reported on the filer's federal income tax return covering
9 the preceding calendar year) for the filer and his or her
10 spouse and, if the sale or transfer of an asset produced
11 more than $7,500 in capital gains during the preceding
12 calendar year, the transaction date on which that asset
13 was sold or transferred;
14 (3) each creditor of a debt in excess of $10,000 that,
15 during the preceding calendar year, was: (i) owed by the
16 filer, (ii) owed jointly by the filer with his or her
17 spouse or (iii) owed jointly by the filer with his or her
18 minor child or children;
19 (4) the name of each unit of government of which the
20 filer or his or her spouse was an employee, contractor, or
21 office holder during the preceding calendar year other
22 than the unit or units of government in relation to which
23 the person is required to file and the title of the
24 position or nature of the contractual services;
25 (5) each person known to the filer to be registered as
26 a lobbyist with any unit of government in the State of
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1 Illinois: (i) with whom the filer maintains an economic
2 relationship, or (ii) who is a member of the filer's
3 family;
4 (6) each source and type of gift or gifts, or
5 honorarium or honoraria, valued singly or in the aggregate
6 in excess of $500 that was received during the preceding
7 calendar year, excluding any gift or gifts from a member
8 of the filer's family that was not known to the filer to be
9 registered as a lobbyist with any unit of government in
10 the State of Illinois; and
11 (7) the name of any spouse or immediate family member
12 living with such person employed by a public utility in
13 this State and the name of the public utility that employs
14 such person; and .
15 (8) the name of any spouse or immediate family member
16 living with such person employed in this State by a
17 business organization operating in the cannabis, gaming,
18 insurance, or health care industry and the name of the
19 business organization that employs such person.
20 For the purposes of this Section, the unit of local
21 government in relation to which a person is required to file
22 under item (e) of Section 4A-101.5 shall be the unit of local
23 government that contributes to the pension fund of which such
24 person is a member of the board.
25 (b) Beginning December 1, 2025, and for every 5 years
26 thereafter, the Secretary of State shall adjust the amounts
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1 specified under this Section that prompt disclosure under this
2 Act for purposes of inflation as determined by the Consumer
3 Price Index for All Urban Consumers as issued by the United
4 States Department of Labor and rounded to the nearest $100.
5 The Secretary shall publish this information on the official
6 website of the Secretary of State, and make changes to the
7 statement of economic interests form to be completed for the
8 following year.
9 (c) The Secretary of State shall develop and make publicly
10 available on his or her website written guidance relating to
11 the completion and filing of the statement of economic
12 interests upon which a filer may reasonably and in good faith
13 rely.
14 (Source: P.A. 101-221, eff. 8-9-19; 102-662, eff. 9-15-21;
15 102-664, eff. 1-1-22; 102-813, eff. 5-13-22.)
16 (5 ILCS 420/4A-103) (from Ch. 127, par. 604A-103)
17 Sec. 4A-103. The statement of economic interests required
18 by this Article to be filed with the Secretary of State or
19 county clerk shall be verified, dated, and signed by the
20 person making the statement and shall contain substantially
21 the following:
22 STATEMENT OF ECONOMIC INTERESTS
23 INSTRUCTIONS:
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1 You may find the following documents helpful to you in
2 completing this form:
3 (1) federal income tax returns, including any related
4 schedules, attachments, and forms; and
5 (2) investment and brokerage statements.
6 To complete this form, you do not need to disclose
7 specific amounts or values or report interests relating either
8 to political committees registered with the Illinois State
9 Board of Elections or to political committees, principal
10 campaign committees, or authorized committees registered with
11 the Federal Election Commission.
12 The information you disclose will be available to the
13 public.
14 You must answer all 6 questions. Certain questions will
15 ask you to report any applicable assets or debts held in, or
16 payable to, your name; held jointly by, or payable to, you with
17 your spouse; or held jointly by, or payable to, you with your
18 minor child. If you have any concerns about whether an
19 interest should be reported, please consult your department's
20 ethics officer, if applicable.
21 Please ensure that the information you provide is complete
22 and accurate. If you need more space than the form allows,
23 please attach additional pages for your response. If you are
24 subject to the State Officials and Employees Ethics Act, your
25 ethics officer must review your statement of economic
26 interests before you file it. Failure to complete the
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1 statement in good faith and within the prescribed deadline may
2 subject you to fines, imprisonment, or both.
3 BASIC INFORMATION:
4 Name:........................................................
5 Job title:...................................................
6 Office, department, or agency that requires you to file this
7 form:........................................................
8 Other offices, departments, or agencies that require you to
9 file a Statement of Economic Interests form: ................
10 Full mailing address:........................................
11 Preferred e-mail address (optional):.........................
12 QUESTIONS:
13 1. If you have any single asset that was worth more than
14 $10,000 as of the end of the preceding calendar year and is
15 held in, or payable to, your name, held jointly by, or payable
16 to, you with your spouse, or held jointly by, or payable to,
17 you with your minor child, list such assets below. In the case
18 of investment real estate, list the city and state where the
19 investment real estate is located. If you do not have any such
20 assets, list "none" below.
21 .................................
22 .............................................................
23 .............................................................
24 .............................................................
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1 .............................................................
2 2. Excluding the position for which you are required to
3 file this form, list the source of any income in excess of
4 $7,500 required to be reported during the preceding calendar
5 year. If you sold an asset that produced more than $7,500 in
6 capital gains in the preceding calendar year, list the name of
7 the asset and the transaction date on which the sale or
8 transfer took place. If you had no such sources of income or
9 assets, list "none" below.
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 ............................... ...............................
10 Source of Income / Name of Date Sold (if applicable)
11 Asset
12 ............................... ...............................
13 ............................... ...............................
14 ............................... ...............................
15 3. Excluding debts incurred on terms available to the
16 general public, such as mortgages, student loans, and credit
17 card debts, if you owed any single debt in the preceding
18 calendar year exceeding $10,000, list the creditor of the debt
19 below. If you had no such debts, list "none" below.
20 List the creditor for all applicable debts owed by you,
21 owed jointly by you with your spouse, or owed jointly by you
22 with your minor child. In addition to the types of debts listed
23 above, you do not need to report any debts to or from financial
24 institutions or government agencies, such as debts secured by
25 automobiles, household furniture or appliances, as long as the
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10 Source of Income / Name of Date Sold (if applicable)
11 Asset
12 ............................... ...............................
13 ............................... ...............................
14 ............................... ...............................
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1 debt was made on terms available to the general public, debts
2 to members of your family, or debts to or from a political
3 committee registered with the Illinois State Board of
4 Elections or any political committee, principal campaign
5 committee, or authorized committee registered with the Federal
6 Election Commission.
7 ........................................
8 .............................................................
9 .............................................................
10 .............................................................
11 4. List the name of each unit of government of which you or
12 your spouse were an employee, contractor, or office holder
13 during the preceding calendar year other than the unit or
14 units of government in relation to which the person is
15 required to file and the title of the position or nature of the
16 contractual services.
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 ............................... ...............................
17 Name of Unit of Government Title or Nature of Services
18 ............................... ...............................
19 ............................... ...............................
20 ............................... ...............................
21 5. If you maintain an economic relationship with a
22 lobbyist or if a member of your family is known to you to be a
23 lobbyist registered with any unit of government in the State
24 of Illinois, list the name of the lobbyist below and identify
25 the nature of your relationship with the lobbyist. If you do
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17 Name of Unit of Government Title or Nature of Services
18 ............................... ...............................
19 ............................... ...............................
20 ............................... ...............................
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1 not have an economic relationship with a lobbyist or a family
2 member known to you to be a lobbyist registered with any unit
3 of government in the State of Illinois, list "none" below.
4Name of Lobbyist Relationship to Filer 5............................... ............................... 6............................... ............................... 7............................... ............................... 4 Name of Lobbyist Relationship to Filer 5 ............................... ............................... 6 ............................... ............................... 7 ............................... ...............................
4 Name of Lobbyist Relationship to Filer
5 ............................... ...............................
6 ............................... ...............................
7 ............................... ...............................
8 6. List the name of each person, organization, or entity
9 that was the source of a gift or gifts, or honorarium or
10 honoraria, valued singly or in the aggregate in excess of $500
11 received during the preceding calendar year and the type of
12 gift or gifts, or honorarium or honoraria, excluding any gift
13 or gifts from a member of your family that was not known to be
14 a lobbyist registered with any unit of government in the State
15 of Illinois. If you had no such gifts, list "none" below.
16 ....
17 .............................................................
18 .............................................................
19 7. List the name of any spouse or immediate family member
20 living with the person making this statement employed by a
21 public utility in this State and the name of the public utility
22 that employs the relative.
23Name and Relation Public Utility 24............................... ............................... 25............................... ............................... 23 Name and Relation Public Utility 24 ............................... ............................... 25 ............................... ...............................
23 Name and Relation Public Utility
24 ............................... ...............................
25 ............................... ...............................
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4 Name of Lobbyist Relationship to Filer
5 ............................... ...............................
6 ............................... ...............................
7 ............................... ...............................
23 Name and Relation Public Utility
24 ............................... ...............................
25 ............................... ...............................
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1............................... ............................... 1 ............................... ...............................
1 ............................... ...............................
2 8. List the name of any spouse or immediate family member
3 living with the person making this statement employed in this
4 State by a business organization operating in the cannabis,
5 gaming, insurance, or health care industry and the name of the
6 business organization that employs the relative.
7Name and Relation Business Organization 8............................... ............................... 9............................... ............................... 10............................... ............................... 7 Name and Relation Business Organization 8 ............................... ............................... 9 ............................... ............................... 10 ............................... ...............................
7 Name and Relation Business Organization
8 ............................... ...............................
9 ............................... ...............................
10 ............................... ...............................
11 VERIFICATION:
12 "I declare that this statement of economic interests
13 (including any attachments) has been examined by me and to the
14 best of my knowledge and belief is a true, correct and complete
15 statement of my economic interests as required by the Illinois
16 Governmental Ethics Act. I understand that the penalty for
17 willfully filing a false or incomplete statement is a fine not
18 to exceed $2,500 or imprisonment in a penal institution other
19 than the penitentiary not to exceed one year, or both fine and
20 imprisonment."
21 Printed Name of Filer:.......................................
22 Date:........................................................
23 Signature:...................................................
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1 ............................... ...............................
7 Name and Relation Business Organization
8 ............................... ...............................
9 ............................... ...............................
10 ............................... ...............................
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1 If this statement of economic interests requires ethics
2 officer review prior to filing, the applicable ethics officer
3 must complete the following:
4 CERTIFICATION OF ETHICS OFFICER REVIEW:
5 "In accordance with law, as Ethics Officer, I reviewed
6 this statement of economic interests prior to its filing."
7 Printed Name of Ethics Officer:..............................
8 Date:........................................................
9 Signature:...................................................
10 Preferred e-mail address (optional):.........................
11 (Source: P.A. 102-662, eff. 9-15-21; 102-664, eff. 1-1-22.)
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