IEA Political Action Committee (PAC) Funded By $20 Annual Contributions From
All IEA Members Governed by Committee Composed of IEA
Leaders Purposes
◦ Elect Pro-Education State Candidates◦ Help Locals With Political Activity
WHAT IS IPACE?
Grassroots Political Activist Program Educational Resources Support from Lobbyists IPACE Rebate Funds
ASSISTANCE TO LOCALS
Level I Rebate: $4.00 Per Contributing Member
Level II Rebate: $10.00 Per Contributing Member
Level III Rebate: Additional Funds as Justified by Written Request to IPACE
Levels I and II May be Requested Annually
IPACE REBATE PROGRAM
Level I: Written Request to IEA Government Relations
Level II: Written Request with Explanation of Special Circumstances
Level III: Written Request With Detailed Budget
ACCESS TO FUNDS
Deposit Funds in a Separate Bank Account
Use Funds Only for LOCAL Political Purposes◦ Elect Local Political Candidates (Your Area, NOT
State-Level, e.g. School Board)◦ Pass Local Ballot Initiatives (e.g. School
Referendum)◦ Educate Your Members◦ Activate Your Members
Comply With State Disclosure Requirements
YOUR COMMITMENT WHEN YOU REQUEST IPACE FUNDS
Until You Meet the Criteria for Registration, NONE OF THE OTHER REQUIREMENTS APPLY
Criteria: Spend More Than $3,000 in ANY Consecutive 12-Month Period for Any of The Following…….
REGISTRATION CRITERIA
Support or Oppose:◦ Candidates for Public Office◦ Question of Public Policy on Ballot
DIRECT CONTRIBUTIONS
Broadcast, Cable or Satellite Communication or Advertising
Appeals for Vote For/Against a Candidate, Political Party, or Public Policy Question
Made Within:◦ 60 Days Before General Election◦ 30 Days Before Primary Election
Does Not Apply to Exclusive Communication To Members
ELECTIONEERING COMMUNICATION
Payments Not Coordinated With a Candidate or PAC:◦ Electioneering Communications◦ Advocating For/Against a Candidate
INDEPENDENT EXPENDITURES
Political Education for Members “Meet the Candidates” Events Subs for Lobby Day
OTHER PAYMENTS DON’T “COUNT”
Keep Current Records of Expenditures◦ Date◦ Amount◦ Type (Do They “Count”)?
Maintain Current 12-Month Total of Expenses That “Count”
HOW DO WE KNOW IF WE MEET THE $3,000 THRESHOLD?
Once You Meet the Criteria for Registration, These Requirements Apply:
One-Time Registration (D-1) Quarterly Reporting (D-2) Receipt of Individual Contributions $1,000
or More (A-1) “Independent Expenditures” $1,000 or More
(B-1)
DISCLOSURE REQUIREMENTS
Electronic Filing of Reports Reports to Recipients of In-Kind
Contributions Disclosure in Political Communications Fundraising Solicitation Disclosure Raffles
OTHER REQUIREMENTS
Illinois State Board of Elections◦ Springfield◦ Chicago
No Longer any Filing Requirement with County Clerks
WHO ADMINISTERS THE DISCLOSURE REPORTING SYSTEM?
The Board is Happy to Help with Questions Before the Fact
After the Fact, There are Statutory Penalties for not Following the Rules
The Board has become More Thorough and Aggressive in Enforcement
ENFORCEMENT
Pretty Much Everything You File is Available to the World Online on the ISBE Website
You Can Use the System to Monitor Other PACs’ Activity
This Presentation Only Covers the Basic Requirements Currently in Place, so…
Read the Disclosure Guide and Monitor the ISBE Website Regularly for Updates
PLEASE NOTE
D-1 Must be Filed Within 10 Business Days 2 Business Days if Within 30 Days of Next
Election Must File Amended D-1 to Report Any
Subsequent Changes to Information Within 10 Days
OK, WE HAVE TO REGISTER…
DATE COMMITTEE CREATED: Date the $3,000 Threshold is Reached
FUNDS ON HAND WHEN COMMITTEE CREATED: If not $3,000 or Less, Will Need Explanation
NEW COMMITTEE OR AMENDMENT DESIGNATION (You Are a PAC)
WHAT INFO MUST BE REPORTED?
AREA OF ACTIVITY: Counties You Operate In PARTY AFFILIATION: None SPONSORING ENTITY: N/A PURPOSE: “Support Pro-Education
Candidates and Issues” CANDIDATES SUPPORTED: N/A
INFO TO REPORT (Cont’d)
OFFICERS: Name/Address of Chairman and Treasurer
CUSTODIAN OF BOOKS (If Other than Treasurer)
FINANCIAL INSTITUTIONS: All Banks Used DISPOSITION OF RESIDUAL FUNDS: Transfer
to IPACE
INFO TO REPORT (Cont’d)
Due on the 15th of the Month Following the End of the Quarter (March/June/September/December)
All Contributions and Expenditures That Exceed $150 Cumulatively for the Quarter Must be Itemized
Other Transactions are “Nonitemized” DON’T FORGET TO FILE!
QUARTERLY REPORTS (D-2)
Individual Contributions Transfers from Other PACs Loans In-Kind Contributions Other
Section A: RECEIPTS
Listing of Loans Payable◦ Original Amount◦ Cumulative Payments◦ Balance at end of Quarter
SECTION C: DEBTS
Cash at Beginning of Quarter + Receipts (Section A) - Expenditures (Section B) = Cash at End of Quarter
Investments
SECTION D: CASH BALANCE
Must File When Receiving Single Contributions of $1,000 or More
Loans, Cash, In-Kind File Within 5 Business Days of Receipt 2 Business Days in 30 Days Prior to Election Postmark Doesn’t Count: Date Actually
Received by Board
CONTRIBUTIONS OF $1,000 OR MORE (SCHEDULE A-1)
You do not Have to File an A-1 for Receipts from IPACE of $1,000 or More, IF
You Itemize the Receipt in Section A of the D-2 and Indicate “Rebate of Individual Contributions”
SCHEDULE A-1/IPACE REBATES
Payments Not Coordinated With a Candidate or PAC:◦ Electioneering Communications◦ Advocating For/Against a Candidate
Expenditures of $1,000 or More in the 30 Days Before an Election: Must File B-1
Must File Within 5 Business Days Must File Electronically
INDEPENDENT EXPENDITURES (SCHEDULE B-1)
If You Have…◦ Cash on Hand of $10,000 or More, or◦ Receipts of $10,000 or More in a Quarter, or◦ Expenditures of $10,000 or More in a Quarter…
Then You Have to File Reports Electronically Forever
Exception: Amended D-1’s
ELECTRONIC FILING
Security/Transition Issues◦ Hardware◦ Software◦ Passwords
CONSIDER USING ISBE SOFTWARE (IDIS)
ELECTRONIC FILING
Anything of Value Contributed to a Candidate or PAC (See Disclosure Guide for Limited Exceptions)
Must Report on D-2 Also Must Report to Recipient (NOT to ISBE)
Within 5 Business Days
IN-KIND CONTRIBUTION REPORTS TO RECIPIENTS
Name/Address of Contributor Vendor Paid (If Applicable) Description and Market Value Date of Expenditure Use “In Kind Contribution Notification” Form Do NOT Send to ISBE
REPORT TO RECIPIENT
If You Expend Funds for Communications Directed at Voters and Mention the Name of a Candidate…
Must Clearly Identify the PAC as Having Paid for It
DISCLOSURE ON POLITICAL COMMUNICATIONS
Applicable Only if You Solicit Funds for your PAC in Addition to the Annual $20
Solicitation Must Include a Canned Notice (See Guide to Campaign Disclosure)
FUNDRAISING SOLICITATION DISCLOSURE
PACs Need a Raffle License from the State in Order to Conduct a Raffle
No Charge for License For Each Raffle, a Separate “Raffle Report”
Must be Completed and Filed With the Next D-2 Report
Raffles Not Recommended Unless You Comply with the Above
RAFFLES