<div dir="ltr"><div class="gmail_quote"><br>Hi All</div><div class="gmail_quote"><br></div><div class="gmail_quote">Here is the follow-up from Erin about the financial disclosure question that was posed at the meeting last week.</div><div class="gmail_quote"><br></div><div class="gmail_quote">Thanks<br><div dir="ltr"><br><div class="gmail_quote"><br><div lang="EN-US" link="blue" vlink="purple"><div class="m_7891530143343164938m_4159285307606331865WordSection1">
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif"">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif""> Erin Wessendorf Wortman [mailto:<a href="mailto:ewwortman@ennisbritton.com" target="_blank">ewwortman@ennisbritton<wbr>.com</a>]
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<b>Sent:</b> Wednesday, February 01, 2017 11:36 AM<br>
<b>To:</b> Hinds, Carolyn<br>
<b>Subject:</b> Follow up to Disclosure Requirements<u></u><u></u></span></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">Carolyn: <u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">Per the presentation last week, I indicated that I would follow up to this slide: <u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal"><img width="543" height="339" id="m_7891530143343164938m_4159285307606331865_x0000_i1025" src="cid:image001.png@01D27C83.4847C9F0" alt="Inline image 1"><u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif";color:black">All business managers, treasurers, or superintendents of a city, local, exempted village, joint vocational, or cooperative education school district or an educational service center
(and individuals who are candidates for or elected to serve as a board member for a city, local, exempted village, joint vocational, or cooperative education school district or of a governing board of an educational service center with a total student population
of 12,000 or more) must disclose: </span><u></u><u></u></p>
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<span style="font-family:"Arial","sans-serif";color:black">All sources of income of any amount; </span><u></u><u></u></li><li class="MsoNormal">
<span style="font-family:"Arial","sans-serif";color:black">Names of clients as sources of income and individual items of income if the clients are legislative agents (except where confidentiality is protected by a code of ethics);</span><u></u><u></u></li><li class="MsoNormal">
<span style="font-family:"Arial","sans-serif";color:black">Source and amount of income received from any person if the filer knows or has reason to know the person is doing or seeking to do business with filer’s public agency;</span><u></u><u></u></li><li class="MsoNormal">
<span style="font-family:"Arial","sans-serif";color:black">All sources of gifts over $75 (excluding most family members); </span><u></u><u></u></li><li class="MsoNormal">
<span style="font-family:"Arial","sans-serif";color:black">All investments, debtors, and creditors over $1000; </span><u></u><u></u></li><li class="MsoNormal">
<span style="font-family:"Arial","sans-serif";color:black">Most ownership and lease</span><span style="color:black">hold interests in real property; </span><u></u><u></u></li><li class="MsoNormal">
<span style="color:black">Source and amount of every payment of travel expenses for travel inside or outside of the state incurred in connection with filer’s official duties; </span><u></u><u></u></li><li class="MsoNormal">
<span style="color:black">Source of payment of meals, food, and beverage expenses paid in connection with filer’s official duties that exceed $100 aggregated per calendar year; and </span><u></u><u></u></li><li class="MsoNormal">
<span style="color:black">Any non-disputed information contained in a statement received, by the filer, from a legislative agent. </span><u></u><u></u></li></ul>
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<p class="MsoNormal"><span style="color:black">The $500 statement came this disclosure rule: University trustees, and persons serving with political subdivisions
<u>who are paid less than $16,000 per calendar year</u> for their public service, are required to disclosure: </span><u></u><u></u></p>
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<span style="color:black">Sources of income of over $500; </span><u></u><u></u></li><li class="MsoNormal">
<span style="color:black">Sources of gifts over $500 (excluding most family members); </span><u></u><u></u></li><li class="MsoNormal">
<span style="color:black">Investments, debtors, and creditors over $1000; and </span><u></u><u></u></li><li class="MsoNormal">
<span style="color:black">Most ownership and leasehold interests in real property. </span><u></u><u></u></li></ul>
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<p class="MsoNormal">Therefore, most, if not all, of the individuals in the room on Thursday should be disclosing any gift over $75 (not the $500 figure which is relevant to those making less than $16,000 per calendar year).<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">If there are questions, please let me know.<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">Thank you.<u></u><u></u></p>
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<p><b><span style="font-size:11.5pt;font-family:"Arial","sans-serif";color:#073763">Erin Wessendorf-Wortman, Esq.</span></b><span style="font-size:11.5pt;font-family:"Arial","sans-serif""><br>
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<p><span style="font-size:11.5pt;font-family:"Arial","sans-serif""><img width="200" height="69" id="m_7891530143343164938m_4159285307606331865_x0000_i1026" src="https://docs.google.com/uc?export=download&id=0BzAjf_Pu1CgrVjhOcnFUNXFBaWc&revid=0BzAjf_Pu1CgraEFXY0JlLzJTaUpueXZtZzlwZDVvRUk3RWVvPQ"><br>
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<p class="MsoNormal"><span style="font-size:9.5pt;font-family:"Arial","sans-serif";color:#073763">Ennis Britton Co., LPA</span><span style="font-size:9.5pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt;font-family:"Arial","sans-serif";color:#073763">1714 West Galbraith Road</span><span style="font-size:9.5pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt;font-family:"Arial","sans-serif";color:#073763">Cincinnati, Ohio 45239</span><span style="font-size:9.5pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt;font-family:"Arial","sans-serif";color:#073763">P: </span><span style="font-size:9.5pt;color:#073763"><a href="tel:513.421.2540" target="_blank"><span style="color:#1155cc">513.421.2540</span></a></span><span style="font-size:9.5pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt;font-family:"Arial","sans-serif";color:#073763">C: </span><span style="font-size:9.5pt"><a href="tel:513.375.4795" target="_blank"><span style="color:#1155cc">513.375.4795</span></a><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt;font-family:"Arial","sans-serif";color:#073763">F: <a href="tel:513.562.4986" target="_blank"><span style="color:#1155cc">513.562.4986</span></a></span><span style="font-size:9.5pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt"><a href="mailto:ewwortman@ennisbritton.com" target="_blank"><span style="color:#073763">ewwortman@ennisbritton.com</span></a><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt"><a href="http://www.ennisbritton.com/" target="_blank"><span style="color:#073763">www.ennisbritton.com</span></a><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt"> <a href="http://www.linkedin.com/in/ewwortman" target="_blank"><span style="color:#1155cc;text-decoration:none"><img border="0" id="m_7891530143343164938m_4159285307606331865_x0000_i1027" src="https://docs.google.com/a/ennisbritton.com/uc?id=0BzbANY7l3UkwakdZdGNRQ1h6aTQ&export=download"></span></a>
<a href="https://twitter.com/EnnisBritton" target="_blank"><span style="color:#1155cc;text-decoration:none"><img border="0" id="m_7891530143343164938m_4159285307606331865_x0000_i1028" src="https://docs.google.com/uc?export=download&id=0BzbANY7l3UkwUmRKeW5UajdiUVE&revid=0BzbANY7l3UkwSysrY3FGRDF4OERBalRQUWQ3NFg3K1NHZUFvPQ"></span></a> <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt"><u></u> <u></u></span></p>
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