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REVIEW

Personal Financial Disclosure

Filing Information

Report Name
2024 Personal Financial Disclosure
Reporting Period
January 1, 2023 - December 31, 2023
Report Due Date
February 15, 2024
Version of Report
1
Submitted By
John Doe
Date Submitted
February 1, 2024

Income from Employment by Another *

Complete this section if you were a full or part time employee of any public or private organization and received compensation of $2,000 or more during the reporting period. Do not include information regarding self-employment, or the practice of law in this section.

I received income from employment by another
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    Employer Mailing Address

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Income from Self Employment *

Complete this section if you sold goods or provided services to others during the reporting year. If the amount you received from any client or customer was more than $2,000 or more than 10% of your gross income from self-employment during the year, whichever is greater, enter the name address, and principal type of economic business activity of the client or customer. If this type of disclosure is prohibited by law, rule, or an established code of professional ethics, specify only the principal type of economic or business activity of the client or customer.

I received income from self employment
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    Business Address

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    Optional

    Client or Customer Address

    Optional
    Optional
    Optional
    Optional
    Optional

Business Entities *

Complete this section by listing if you and/or members of your immediate family, directly or indirectly, own or control more than 5% of the outstanding equity of any corporation, partnership, limited liability company, or other business entity that had revenue of $2,000 or more in the reporting year.

I and/or my immediate family have applicable business entities
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    Business Address

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Income from Practice of Law *

Complete this section if you received income of $2,000 or more from the practice of law.

I received income from practice of law
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    Practice or Firm Address

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    *

Compensation Income of Immediate Family Members *

Complete this section if you had immediate family members who received $2,000 or more in compensation income from employment during the reporting year. Include all sources of income received through employment by another, self-employment, the practice of law, or other forms of employment.

I have immediate family members that received compensation income
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    For dependent children receiving income, do not include the dependent child’s name. Instead write “dependent” in this section.
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    *

    Employer Address

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    *
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    *

Income from Any Other Source *

Complete this section by listing all other source of gross income of $2,000 or more that you or a family member received during the reporting year such as investments, sales of property, inheritance, or retirement benefits (e.g., Social Security, public or private pensions). Income does not include alimony, child support or similar support payments, campaign contributions, gifts, or honoraria. Income also does not include funds or other property held in trust for another such as fees that are paid in advance or money to be spent on behalf of a client for a licensing or filing fee.

I received income from any other source
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    Source Address

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    *
I have immediate family members that received income from other sources
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    For dependent children receiving income, do not include the dependent child’s name. Instead write “dependent” in this section.
    *

    Source of Income Address

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    *

Unsecured Loans *

Complete this section by listing all loans of $3,000 or more that you recieved during the reporting year that was not secured by collateral. Do not enter mortgages, student loans or credit card debt in this section.

I have unsecured loans
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    Lender Address

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    *

Gifts, including Travel and Accommodations *

Complete this section by listing all gifts with a total value of more than $300 the you recieved from a single source during the reporting year. If a person or organization has spent more than $300 in the year to finance your travel, meals, or accommodations, those payments are considered gifts which must be reported.

I received gifts
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Honoraria *

Complete this section by listing all sources of honoraria of $2,000 or more you received during the reporting year. “Honoraria” means a payment of money or anything with resale value received for an appearance or speech by you in your official capacity.

I received honoraria
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Positions in Political Action Committees, Ballot Question Committees, or Party Committees *

Complete this section by listing all political action committee, ballot question committee, or political party committee for which you or a member of your immediate family were the treasurer, a principal officer, fundraiser or decision-maker during the reporting year.

I had positions in PACs, BQCs, or party committees
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    *
I had immediate family members that held positions in PACs, BQCs, or party committees
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    *

Business Conducted with State Agencies *

Complete this section by entering each State agency, board or commission to which you or an immediate family member or an associated organization rented, leased or sold goods or services for more than $10,000 during the reporting period.

I conducted business with state agencies
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Representing Others Before State Agencies *

I represented others before state agencies
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Positions in Organizations *

Complete this section by enter all for-profit or non-profit corporation, firm, association, limited liability company, partnership or business in which you and/or your family members held any office, trusteeship, directorship, or position of any nature in the reporting year. A clerk of a corporation or a registered agent authorized to receive service of any process, notice or other demand for a business entity is not considered a position with the corporation or business entity.

I held positions in for-profit or non-profit organizations
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    Organization Address

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    Position received compensation? *
I had family that held positions in for-profit or non-profit organizations
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    Organization Address

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    Position received compensation? *
Certification
Certification *

I certify that I have examined this statement and to the best of my knowledge it is true, correct and complete.