State of Economic Interests Forms – Responding to Questions

Your responses to questions should relate to your activity in the prior calendar year. For example, the form completed in 2024 should be related to calendar year 2023.

Instructions

You may find the following documents helpful to you in completing this form:

federal income tax returns, including any related schedules, attachments, and forms; and
investment and brokerage statements.

To complete this form, you do not need to disclose specific amounts or values or report interests relating either to political committees registered with the Illinois State Board of Elections or to political committees, principal campaign committees, or authorized committees registered with the Federal Election Commission. The information you disclose will be available to the public. You must answer all 7 questions. Certain questions will ask you to report any applicable assets or debts held in, or payable to, your name; held jointly by, or payable to, you with your spouse; or held jointly by, or payable to, you with your minor child. If you have any concerns about whether an interest should be reported, please consult the University Ethics Officer.

Please ensure that the information you provide is complete and accurate. If you need more space than the form allows, please attach additional pages for your response. If you are subject to the State Officials and Employees Ethics Act, your ethics officer must review your statement of economic interests before you file it. Failure to complete the statement in good faith and within the prescribed deadline may subject you to fines, imprisonment, or both.

Note: Your filing is submitted electronically, and the University Ethics Officer will then review and release the filing.

If filing with attachments, please redact your personal information. If attachments are necessary, please DO NOT include personally identifying information. Please note that information related to your University position does not need to be listed. Please only list information outside of and unrelated to your work with Illinois State University.

If you are able to answer "none" to the following questions, please check the box to proceed to the review screen. If you have filings please choose, 'Continue to Economic Interest Statement Filing'.

The numbers listed below correspond directly to the questions on the form. If you have additional questions, please contact the University Ethics Officer at ethics@ilstu.edu or (309) 438-2339.

Frequently Asked Questions

Question #1:

If you have any single asset that was worth more than $10,000 as of the end of the preceding calendar year and is held in, or payable to, your name, held jointly by, or payable to, you with your spouse, or held jointly by, or payable to, you with your minor child, list such assets below. In the case of investment real estate, list the city and state where the investment real estate is located.

What does “any single asset” mean?

Any single block of stock, public bonds, or commodity futures worth $10,000+ in one company (LIST NAME ONLY – NOT THE AMOUNT)
Mutual Funds or exchange traded funds (EFTs) (LIST THE FUND FAMILY – E.G., Merrill Lynch, Fidelity, etc. – NOT THE INDIVIDUAL FUNDS OR AMOUNTS)
Investment real estate – other than your personal residence (LIST THE CITY, STATE WHERE LOCATED)
Rental property (LIST THE CITY, STATE WHERE LOCATED)
Farmland (LIST THE CITY, STATE WHERE LOCATED)
Business or Partnership interests

Note: Do not list savings/checking accounts, certificates of deposit, government bonds, college savings plans, Medicare benefits, inheritances and bequests (other than beneficial interests in trusts), retirement accounts, tangible personal property, or personal residences and vehicles.

Question #2:

Excluding the position for which you are required to file this form, list the source of any income in excess of $7,500 required to be reported during the preceding calendar year. If you sold an asset that produced more than $7,500 in capital gains in the preceding calendar year, list the name of the asset and the transaction date on which the sale or transfer took place.

List the source of income/name of asset and the date sold for any income or capital gains reported on your federal tax return (including amounts reported on Form W-2, Form 1099, Form K-1, other federal tax forms) that exceed $7,500. This would include revenue from leases, rentals, royalties, prizes, awards, and annuities earned from trusts. For pension income or other income from whatever source derived (private practice or consulting), list the name of the practice or company.

Note: Do not report income from Illinois State University.

Question #3:

Excluding debts incurred on terms available to the general public, such as mortgages, student loans, and credit card debts, if you owed any single debt in the preceding calendar year exceeding $10,000, list the creditor of the debt below. List the creditor for all applicable debts owed by you, owed jointly by you with your spouse, or owed jointly by you with your minor child. In addition to the types of debts listed above, you do not need to report any debts to or from financial institutions or government agencies, such as debts secured by automobiles, household furniture or appliances, as long as the debt was made on terms available to the general public, debts to members of your family, or debts to or from a political committee registered with the Illinois State Board of Elections or any political committee, principal campaign committee, or authorized committee registered with the Federal Election Commission.

List any single debt of $10,000 or more (LIST CREDITOR NAME – NOT THE AMOUNT

Owed by you, your spouse, children, stepchildren, parents, step-parents, siblings, half-siblings,sons-in-law, daughters-in-law, grandparents, grandchildren, or any person living with the filer.

Examples:

Personal loans from friends or business associates
Below market loans

Note: You do not need to list debts such as: mortgages, car loans, credit card debt, and/or student loans.

Question #4:

List the name of each unit of government of which you or your spouse were an employee, contractor, or office holder during the preceding calendar year other than the unit or units of government in relation to which the person is required to file and the title of the position or nature of the contractual services.

List any government employment or office you or your spouse in the last calendar year, including contractual work, regardless of compensation:

List the position/ title for any of the following examples:

Town/City Council
School Board
Zoning Board
County Board
Park Board
Army or Air National Guard
Other state agencies or universities
Previous positions with other state agencies or universities

“Spouse” includes a party to marriage, civil union, or registered domestic partner.

Note: Do not list positions at Illinois State University.

Question #5:

If you maintain an economic relationship with a lobbyist or if a member of your family is known to you to be a lobbyist registered with any unit of government in the State of Illinois, list the name of the lobbyist below and identify the nature of your relationship with the lobbyist.

List any lobbyists which maintain an economic relationship with you or your family.

Family includes a filer's spouse, children, step-children, parents, step-parents, siblings, step-siblings, half-siblings, sons-in-law, daughters-in-law, grandparents, and grandchildren, as well as the parents and grandparents of the filer's spouse, and any person living with the filer.

Question #6:

List the name of each person, organization, or entity that was the source of a gift or gifts, or honorarium or honoraria, valued singly or in the aggregate in excess of $500 received during the preceding calendar year and the type of gift or gifts, or honorarium or honoraria, excluding any gift or gifts from a member of your family that was not known to be a lobbyist registered with any unit of government in the State of Illinois.

List the name of the person or source from which gifts of $500 or more were received. Do not list the gift amount.

Question #7:

List the name of any spouse or immediate family member living with the person making this statement employed by a public utility in this State and the name of the public utility that employs the relative.

Utilities include electric, natural gas, telecommunications, water and sewer.

“Spouse” includes a party to marriage, civil union, or registered domestic partner.