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Home My WebLink About2019.07.30_Heller_Jeff_Form 460Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE from Statement covers period l l f'tj (' through 6/ 5 ell c Date of election if applicable: (Month, Day, Year) 1 ( '2— Date Stamp RECEIVED City of Morro Bay JUL 302019 Administration COVER PAGE CALIFORNIA 460 FORM Page of For Official Use Only 1. Type of Recipient Committee: All Committees — C Officeholder, Candidate Controlled Committee ❑ O State Candidate Election Committee O Recall (Also Complete Part 5) ❑ General Purpose Committee O Sponsored O Small Contributor Committee O Political Party/Central Committee 171 omplete Parts 1, 2, 3, and 4. Primarily Formed Ballot Measure Committee O Controlled O Sponsored (Also Complete Part 6) Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) 2. Type of Statement: ❑ Preelection Statement INE Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) ❑ Quarterly Statement ❑ Special Odd -Year Report 3. Committee Information I.D. NUMB COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMM ITTE) CODE I—i DUrrt)G ' ?4:14 2-- MAILING ADDRESS (IF DIFFERENTWO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS Treasurer(s) NAME OF TREASURER CITY STATE ZIP CODE NAME OF ASSISTANTTREASUR♦<R, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the informapn contained herein and in the attached schedules is true and complete. I certify under penalty of perjury uner the laws of the State of California that the foregoin- ` Executed on - %/ Executed on Executed on Executed on Date / Date Date Date By By By By Signature of Controlling Officeholder, Candidate, State Measure Proponent Signature of Controlling Officeholder, Candidate, State Measure Proponent or Responsible Officer of Sponsor Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Recipient Committee Campaign Statement Cover Page — Part 2 Page of COVER PAGE - PART 2 CALIFORNIA 460 FORM 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) C�,c.��, cal (NO. AND STREET) CITY STATE ZIP 1 �nn1 (=4- aj p q Related Committees Not Included in this Statement: List any committees not included in this statement that are controlled by you or are primarily formed to receive contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY 7. Primarily Formed Candidate/Officeholder Committee List names of officeholder(s) or candidate(s) for which this committee is primarily formed. NAME OF OFFICEHOLDER OR y� l -e.. '7� T, i CANDIDATE �"LL OFFICE SOUGHT OR HELD 1 e t (J � SUPPORT OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD • SUPPORT • OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD • SUPPORT • OPPOSE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD • SUPPORT • OPPOSE Attach continuation sheets if necessary FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Campaign Disclosure Statement Summary Page SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. NAME OF FILER Contributions Received 1. Monetary Contributions 2. Loans Received 3. SUBTOTAL CASH CONTRIBUTIONS 4. Nonmonetary Contributions 5. TOTAL CONTRIBUTIONS RECEIVED Schedule A, Line 3 $ Schedule B, Line 3 Add Lines 1 + 2 $ Schedule C, Line 3 Add Lines 3 + 4 $ Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) Expenditures Made 6. Payments Made Schedule E, Line 4 S 7. Loans Made Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS Add Lines 6 + 7 $ 9. Accrued Expenses (Unpaid Bills) Schedule F, Line 3 10. Nonmonetary Adjustment Schedule C, Line 3 11. TOTAL EXPENDITURES MADE Add Lines 8 + 9 + 10 $ Current Cash Statement 12. Beginning Cash Balance Previous Summary Page, Line 16 $ 13. Cash Receipts Column A, Line 3 above 14. Miscellaneous Increases to Cash Schedule 1, Line 4 15. Cash Payments Column Al Line 8 above 16. ENDING CASH BALANCE Add Lines 12 + 13 + 14, then subtract Line 15 $ If this is a termination statement, Line 16 must be zero. vfi 17. LOAN GUARANTEES RECEIVED Schedule B, Part 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents See instructions on reverse 19. Outstanding Debts Add Line 2 + Line 9 in Column B above Statement covers period Column B CALENDAR YEAR TOTAL TO DATE $ �1 To calculate Column B, add amounts in Column A to the corresponding amounts from Column B of your last report. Some amounts in Column A may be negative figures that should be subtracted from previous period amounts. If this is the first report being filed for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if any). SUMMARY PAGE Page of I.D. NUMBER Calendar Year Summary for Candidates Runnong in Both the State Promary and General Elections 1/1 through 6/30 7/1 to Date 20. Contributions Received $ $ 21. Expenditures Made $ $ Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made* (If Subject to Voluntary Expenditure Limit) Date of Election (mm/dd/yy) Total to Date *Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A Amounts may be rounded SCHEDULE A MonetaryContributions Received to whole dollars. from Statement 1/1-717 covers period CALIFORNIA 460 FORM r through alM1 l 7 Page of SEE INSTRUCTIONS ON REVERSE } NAME OF FILER I.D. NUMBER RECEIVED DATE FULL NAME, STREET (IF COMMITTEE, ADDRESS ALSO AND ENTER ZIP I.D. CODE NUMBER) OF CONTRIBUTOR CONTRIBUTOR CODE * OCCUPATION (IF IF SELF-EMPLOYED, AN INDIVIDUAL, OF BUSINESS) AND EMPLOYER ENTER ENTER NAME RECEIVED AMOUNT PERIOD THIS CUMULATIVE CALENDAR (JAN. 1 - DEC. TO YEAR DATE 31) PER (IF TO REQUIRED) ELECTION DATE IND ❑ COM OTH ❑ PTY ❑ SCC n IND COM [� OTH PTY n SCC IND J COM OTH n PTY SCC IND COM n OTH PTY nSCC IND I -I COM OTH PTY SCC SUBTOTAL $ Schedule Summary 1. Amount received this period — itemized monetary contributions. (Include all Schedule A subtotals.) $ 2 Amount received this period — unitemized monetary contributions of Tess than $100 $ 3. Total monetary contributions received this period. (Add Lines 1 and 2 Enter here and on the Summary Page, Column A, Line 1.) TOTAL $ "Contributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY — Political Party SCC — Small Contributor Committee 2 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov \�� (866/275-3772)��\ WVV .fppc0^aagov SCHEDULE B -PART 1 Amounts may be rounded Schedule B Part 1 — Statement covers Loans Received to whole dollars. period CALIFORNIA 460 from FORM SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER FULL NAME, (IF COMMITTEE, STREET OF ALSO ADDRESS LENDER ENTER AND I.D. NUMBER) ZIP CODE OCCUPATION IF (IF AN SELF-EMPLOYED, NAME INDIVIDUAL OF AND BUSINESS)BEGINNING EMPLOYER ENTER,:,_ ENTER OUTSTANDING BALANCE PERIOD THIS INTEREST PAID PERIOD e) THIS AMOUNT ORIGINAL LOAN If) OF CONTRIBUTIONS CUMULATIVE TO (g) DATE RECEIVED AMOUNT PERIOD (b) THIS AMOUNT OR THIS FORGIVEN (c) PERIOD PAID * OUTSTANDING CLOSE BALANCE PERIOD (.) OF THIS AT $ S $ J/0 $ CALENDAR $ YEAR ❑ PAID $ RATE $ $ PER ELECTION** ❑ FORGIVEN $ t DATE DUE DATE INCURRED ❑ IND ❑ COM OTH ❑ PTY ❑ SCC _ $ $ $ % $ CALENDAR $ YEAR ❑ PAID $ RATE $ $ PER ELECTION** ❑ FORGIVEN $ DATE DUE DATE INCURRED t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ $- % $ CALENDAR $ YEAR ❑ PAID $ RATE $ $ PER ELECTION** ❑ FORGIVEN $ DATE DUE DATE INCURRED t IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ $ $ \ Schedule B Summary 1. Loans received this period (Total Column (b) plus unitemized loans of less than $100.) 2 Loans paid or forgiven this period $ (Total Column (c) plus loans under S100 paid or forgiven.) (Include loans paid by a third party that are also itemized on Schedule A.) 3. Net change this period. (Subtract Line 2 from Line 1.) NET Enter the net here and on the Summary Page, Column A, Line 2 *Amounts forgiven or paid by another party also must be reported on Schedule A. ** If required. (May be a negative number) (Enter (e) on Schedule E, Line 3) tContributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY — Political Party SCC — Small Contributor Committee J FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule C Amounts may be rounded SCHEDULE C to dollars. Nonmonetary Contributions Received whole from Statement 1 i% `\ vers f�\ period CALIFORNIA 460 FORM through a ` sjer/ Page of SEE INSTRUCTIONS ON REVERSE NAME T�R', OF FILER I.D. NUMBER RECEIVED DATE FULL ZIP NAME, CODE STREET OF CONTRIBUTOR ADDRESS AND CONTRIBUTOR CODE OCCUPATION IF (IF AN SELF-EMPLOYED INDIVIDUAL AND EMPLOYER ENTER ENTER GOODS DESCRIPTION OR SERVICES OF AMOUNT/ FAIR MARKET CUMULATIVE CALENDAR DATE YEAR TO PER TO ELECTION DATE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) NAME OF BUSINESS) VALUE (JAN 1 - DEC 31) (IF REQUIRED) [-j IND COM n OTH PTY SCC ❑ IND ❑ COM ❑ 9-TH ❑ PTY SCC ❑ IND nCOM ❑ OTH PTY (-I scc ❑IND COM OTH PTY ❑SCC Attach information labeled SUBTOTAL $ ,,, , ,\�\\\� ,,\\�y��,� additional on appropriately continuation sheets. Schedule C Summary 1. Amount received this period — itemized nonmonetary contributions. (Include all Schedule C subtotals.) $ 2 Amount received this period — unitemized nonmonetary contributions of less than $100 $ 3. Total nonmonetary contributions received this period. (Add Lines 1 and 2 Enter here and on the Summary Page, Column A, Lines 4 and 10.) TOTAL $ *Contributor Codes IND — Individual COM — Recipient Committee (other than PTY or SCC) OTH — Other (e.g., business entity) PTY — Political Party SCC — Small Contributor Committee FPPC Form 460 (Jan/2016) FNC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule D Summary of Expenditures Supporting/Opposing Other Candidates, Measures and Committees SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. NAME OF FILER DATE NAME OF CANDIDATE, OFFICE, AND DISTRICT, OR MEASURE NUMBER OR LETTER AND JURISDICTION, OR COMMITTEE Support LJ Oppose Support LJ Oppose Support Oppose TYPE OF PAYMENT DESCRIPTION (IF REQUIRED) Stateent covers period from through AMOUNT THIS PERIOD Monetary Contribution Nonmonetary Contribution Independent Expenditure Monetary Contribution Nonmonetary Contribution Independent Expenditure Monetary Contribution Nonmonetary Contribution Independent Expenditure SUBTOTAL $ SCHEDULE D Page r of I.D. NUMBER CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) PER ELECTION TO DATE (IF REQUIRED) ,L\ a \:\ ,NN:j1:F '1/2b..4\24;\ Z\*IkitHi :NA N:\t: • eNH\ e,. i� Schedule D Summary 1. Itemized contributions and independent expenditures made this period. (Include all Schedule D subtotals.) $ 2 Unitemized contributions and independent expenditures made this period of under $100 S 3. Total contributions and independent expenditures made this period. (Add Lines 1 and 2 Do not enter on the Summary Page.) TOTAL$ FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E P;:yments Made SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. Statement covers period from 1 it /In through v/i/f9 SCHEDULE E CALIFORNIA 460 FORM Page of NAME OF FILER CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP CNS CTB CVC FIL FND IND LEG LIT campaign paraphernalia/misc. campaign consultants contribution (explain nonmonetary)* civic donations candidate filing/ballot fees fundraising events independent expenditure supporting/opposing others (explain)* legal defense campaign literature and mailings MBR MTG OFC PET P HO P OL POS P RO P RT member communications meetings and appearances office expenses petition circulating phone banks polling and survey research postage, delivery and messenger services professional services (legal, accounting) print ads RAD RFD SAL TEL TRC TRS TSF VOT WEB I.D. NUMBER radio airtime and production costs returned contributions campaign workers' salaries t.v. or cable airtime and production costs candidate travel, lodging, and meals staff/spouse travel, lodging, and meals transfer between committees of the same candidate/sponsor voter registration information technology costs (internet, e-mail) (IF NAME COMMITTEE, AND ADDRESS ALSO ENTER OF I.D. PAYEE NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) 2 Unitemized payments made this period of under 5100 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column (e).) 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.) TOTAL $ $ $ FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov SCHEDULE F Schedule F Accrued Expenses (Unpaid Bills) SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. NAME OF FILER CODES: If one of the following codes accurately describes the payment, you may enter the code. CMP CNS CTB CVC FIL FND IND LEG LIT campaign paraphernalia/misc. campaign consultants contribution (explain nonmonetary)* civic donations candidate filing/ballot fees fundraising events independent expenditure supporting/opposing others (explain)* legal defense campaign literature and mailings MBR MTG OFC P ET P HO POL POS PRO P RT member communications meetings and appearances office expenses petition circulating phone banks polling and survey research postage, delivery and messenger services professional services (legal, accounting) print ads Statement cove s period from through Otherwise, describe the payment. RAD RFD SAL TEL TRC TRS TSF VOT WEB Page of I.D. NUMBER radio airtime and production costs returned contributions campaign workers' salaries t.v. or cable airtime and production costs candidate travel, lodging, and meals staff/spouse travel, lodging, and meals transfer between committees of the same candidate/sponsor voter registration information technology costs (internet, e-mail) NAME (IF COMMITTEE, AND ADDRESS ALSO ENTER OF I.D CREDITOR NUMBER) DESCRIPTION CODE OR OF PAYMENT BALANCE OF OUTSTANDING THIS (a) BEGINNING PERIOD AMOUNT THIS (INb) INCURRED PERIOD_ _ (ALSO AMOUNT THIS REPORT (c) PERIOD PAID ON E) BALANCE OF OUTSTANDING THIS ( AT PERIOD CLOSE * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTALS $ Schedule F Summary 1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for accrued expenses of $100 or more, plus total unitemized accrued expenses under $100.) INCURRED TOTALS $ 2 Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under 5100.) PAOD TO AL S $ 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and onthe Summary Page, Column A, Line 9.) oe.00a000000c0000masamocioGGOGGacoonoGOIIGQsCCLOGYOononoonnOCGOCCC■CCC.■OCGOCCGOCGGODDOOsanoaaCOCGDOCDOCDOOGG GGGOCG acsaOGOoanac000aanaaacumGOOOGGODCGG0900GCOOOEDGCCCannuonC N E T May be a negative number FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule H Loans Made to Others* SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. Statement covers period /ft' from t through 1.1 SCHEDULE H Page of NAME OF FILER Sergre-c-4‘\ ckz‘ FULL NAME, STREET ADDRESS AND ZIP CODE OF RECIPIENT (IF COMMITTEE, ALSO ENTER I.D. NUMBER) IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) (a) OUTSTANDING BALANCE BEGINNING THIS PERIOD (b) AMOUNT LOANED THIS PERIOD (c) REPAYMENT OR FORGIVENESS THIS PERIOD* (d) OUTSTANDING BALANCE AT CLOSE OF THIS PERIOD *Loans tftare contributions to another candidate or committee must also be summarized on Schedule D. Loans forgiven must also be reported on Schedule E. SUBTOTALS $ PAID S • FORGIVEN S DATE DUE $ Schedule H Sum rarry 1. Loans made this period $ (Total Column (b) plus unitemized loans of less than $100.) 2 Payments received on loans $ (Total Column (c) plus unitemized payments of Tess than $100.) (e) INTEREST RECEIVED oA RATE RATE $ $ (Enter (e) on Schedule I, Line 3) I.D. NUMBER (f) ORIGINAL AMOUNT OF LOAN $ DATE INCURRED 3. Net change this period (Subtract Line 2 from Line 1.) NET $ (Enter the net here and on the Summary Page, Column A, Line 7.) (May be a negative number) DATE INCURRED (g) CUMULATIVE LOANS TO DATE CALENDAR YEAR PER ELECTION** CALENDAR YEAR $ PER ELECTION** **If Required FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule Amounts may be rounded SCHEDULE I from Statement ( overs f period CALIFORNIA 460 FORM Miscellaneous SEE INSTRUCTIONSg O N REVERSE Increases to Cash to whole dollars. through f 7 st ! Page of g NAME OF FILER LCeo., I.D. NUMBER RECEIVED DATE FULL (IF COMMITTEE NAME AND ALSO ADDRESS ENTER I.D. OF NUMBER) SOURCE DESCRIPTION OF RECEIPT INCREASE AMOUNT TO OF CASH Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ Schedule I Summary 1. Itemized increases to cash this period. $ 2 Unitemized increases to cash of under $100 this period. 3. Total of all interest received this period on loans made to others. (Schedule H, Column (e).) 4. Total miscellaneous increases to cash this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Line 14.) TOTAL $ FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov