HomeMy WebLinkAbout2022.09.27_CAL_Form 460Recipient Committee
Campaign Statement
Waver Page
SEE INSTRUCTIONS ON REVERSE
Statement covers period
from 07/01/2022
through 09/24/2022
1. Type of Recipient Committee: All Committees —Complete Parts 1, 2, 3, and 4.
❑ Officeholder, Candidate Controlled Committee
❑ Primarily Formed Ballot Measure
V State Candidate Election Committee
Committee
O Recall
O Controlled
(Also Complete Part5)
O Sponsored
(Also Complete Part 6)
m eneral Purpose Committee
Sponsored
❑ Primarily Formed Candidate/
Small Contributor Committee
Officeholder Committee
O Political Party/Central Committee
(Also Complete Part7)
3. Committee Information I.D. NUMBER
1396018
Citizens For Affordable Living
STREET ADDRESS (NO P.O. BOX)
CITY STATE ZIP CODE AREA CODE/PHONE
Morro Bay CA 93442
MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX
same
CITY STATE ZIP CODE AREA CODE/PHONE
OPTIONAL: FAX / E-MAIL ADDRESS
4. Verification
Date of election if applicable:
(Month, Day, Year)
11 /08/2022
2. Type of Statement:
Date Stamp
RECEIVED
City of Morro Bay
SEP 2 9 2022
m
Preelection Statement
❑
Semi-annual Statement
❑
Termination Statement
(Also file a Form 410 Termination)
❑
Amendment (Explain below)
Treasurer(s)
NAME OF TREASURER
Kristen Headland
MAILING ADDRESS
COVER PAGE
Page 1 of (O
For Official Use Only
❑ Quarterly Statement
❑ Special Odd -Year Report
CITY STATE ZIP CODE AREA CODE/PHONE
Morro Bay CA 93442
NAME OF ASSISTANT TREASURER, IF ANY
MAILING ADDRESS
CITY STATE ZIP CODE AREA CODE/PHONE
OPTIONAL: FAX / E-MAIL ADDRESS
I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the information contained herein and in the attached schedules is true and complete.
certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. �,
Executed on 2)6 2 6 — ZD Z� By La '
Signature of Treasurer or Assistant Treasurer
Executed on By it
Signature of Controllina Officeholder. Candidate, ate Measure Proponent or Resoonsible Officer of Soonsor
Executed on
Date
Executed on
Date
By
Signature of Controlling Officeholder, Candidate, State Measure Proponent
By
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
COVER PAGE - PART 2
Recipient Committee
Campaign Statement
Cover Page — Part 2
5. Officeholder or Candidate Controlled Committee
NAME OF OFFICEHOLDER OR CANDIDATE
6. Primarily Formed Ballot Measure Committee
NAME OF BALLOT MEASURE
Morro Bay Harbor Parcel Tax Measure B-22
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO. OR LETTER
B-22
RESIDENTIAL/BUSINESS ADDRESS (NO.ANDSTREET) CITY STATE ZIP
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 I CONTROLLED COMMITTEE?
❑ YES ❑ NO
COMMITTEE
CITY STATE ZIP CODE AREA CODE/PHONE
COMMITTEE NAME
I.D. NUMBER
NAME OF TREASURER I CONTROLLED COMMITTEE?
❑ YES ❑ NO
ADDRESS STREET ADDRESS (NO P.O. BOX)
CITY STATE ZIP CODE AREA CODE/PHONE
Page 2 of 6
JURISDICTION I ❑ SUPPORT
City of Morro Bay ® 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 Listnames of
officeholder(s) or candidates) for which this committee is primarily formed.
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
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD
❑ SUPPORT
❑ OPPOSE
Attach continuation sheets if necessary
FPPC Form 460 (1an/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Campaign Disclosure Statement
Amounts may be rounded
SUMMARY PAGE
Summary Page
to whole dollars.
Statement covers periodCALIFORNIA
' O
07/01/2022
from
FORM •
through 09/24/2022
g
Page 3 of 6
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
I.D. NUMBER
Citizens For Affordable Living
1396018
Contributions Received
Column A
TOTAL THIS PERIOD
Column B
CALENDAR YEAR
Calendar Year Summary for Candidates
(FROM ATTACHED SCHEDULES)
TOTAL TO
DATE
Running in Both the State Primary and
General Elections
1. Monetary Contributions...................................................
schedule A, Line 3
$
2308.00
$ $2,906.38
0
0
1/1 through 6l30 7/1 to Date
2. Loans Received.................................•..............................
schedule a, Line 3
3. SUBTOTAL CASH CONTRIBUTIONS ..............................
Add Lines 1 +2
$
2308.00
$2,906.38
$
20. Contributions 0 0
Received $ $
4. Nonmonetary Contributions .................••......•..................
ScheduleC, Line
0
0
21. Expenditures
5. TOTAL CONTRIBUTIONS RECEIVED ................................
Add Lines 3+4
$
2308.00
$ $2,906.38
Made $ 0 $0
Expenditures Made
Expenditure Limit Summary for State
6. Payments Made.....................................•......•.................•.
ScheduleE, Line
$
1,717.38
$ $1,767.38
Candidates
7. Loans Made.......................................................................
Schedule H, Line 3
0
0
8. SUBTOTAL CASH PAYMENTS .......................................
Add Lines 6 + 7
$
1,717.38
$1,767.38
$
22• Cumulative Expenditures Made*
(If Subject to Voluntary Expenditure Limit)
9. Accrued Expenses (Unpaid Bills
p � p )••••••••••••••••••••••••••••••••••••••••••
Schedule F, Line 3
0
0
Date of Election Total to Date
10. Nonmonetary Adjustment.........................................................
schedule C, Line 3
0
0
(mm/dd/yy)
11. TOTAL EXPENDITURES MADE....................................Add
Lines 8+9+10
$
1,717.38
$ $1,767.38
so
Current Cash Statement
12. Beginning Cash Balance ............................ Previous Summary Page, Line 16 $ 598,38
13. Cash Receipts........................................................... Column A, Line 3 above 2,308.00
14. Miscellaneous Increases to Cash .................................. schedule 1, Line 4 0
15. Cash Payments...............................••................•....... Column A, Line 8above 1,717.38
16. ENDING CASH BALANCE Add Lines 12 + 13 + 14, then subtract Line 15 $ $1189.00
If this is a termination statement, Line 16 must be zero.
17. LOAN GUARANTEES RECEIVED ................................ schedule e, Part 2 $ 0 1
Cash Equivalents and Outstanding Debts
18. Cash Equivalents ................................................ See instructions on reverse $ 0_
19, Outstanding Debts .............................. Add Line 2 + Line 9 in Column 8 above $ 0
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).
$0
*Amounts in this section may be different from amounts
reported in Column B.
FPPC Form 460 (1an/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
e
Schedule A Amounts may be rounded SCHEDULE A
Monetary Contributions Received to wnoie sonars.
Statement covers period
, ,
ff
from 07/01 /2022
through 09/24/2022
Page 4 of 6
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
I.D. NUMBER
Citizens For Affordable Living
1396018
DATE
FULL NAME, STREET ADDRESS AND ZIP CODE OF
CONTRIBUTOR
IF AN INDIVIDUAL, ENTER
AMOUNT
CUMULATIVE TO DATE
PER ELECTION
CONTRIBUTOR
*
OCCUPATION AND EMPLOYER
RECEIVED THIS
CALENDAR YEAR
TO DATE
RECEIVED
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
CODE
(IF SELF-EMPLOYED, ENTER NAME
OF BUSINESS)
PERIOD
(JAN. 1 - DEC. 31)
(IF REQUIRED)
08/16/2022
Michael, Teague
m IND
Retired
$100.00
$100.00
❑ COM
Morro Bay, CA, 93442
❑ OTH
❑ PTY
❑ SCC
09/12/2022
Kristen Headland
® IND
Retired
$149.00
$149.00
❑ COM
Morro Bay, CA, 93442
❑ OTH
❑ PTY
❑ SCC
09/23/2022
Charles, McCan
®IND
Adminstrative Support
$1,000.00
$1,000.00
PO Box 567
❑ coM
WRI Transportion, Inc.
❑ OTH
Morro Bay, CA, 93443
❑ PTY
❑ SCC
9/23/2022
Lorie, Noble
Z IND
Retired
$150.00
$150.00
❑ CoM
Morro Bay, CA, 93442
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
SUBTOTAL $ 1,399.00
Schedule A Summary
1. Amount received this period — itemized monetary contributions.
(Include all Schedule A subtotals.) ..............................................
2. Amount received this period — unitemized monetary contributions of less 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.).
......... I .... $
1,399.00
$ 909.00
TOTAL $ 2,308.00
*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))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule E
Payments Made
SEE INSTRUCTIONS ON REVERSE
TAME OF FILER
Citizens For Affordable Liivinng
Amounts may be rounded
to whole dollars.
Statement covers period
from 07/01/2022
through 09/24/2022
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
SCHEDULE E
,ALIFORNIAA•
•'
Page 5 of 6
I.D. NUMBER
1396018
CMP
campaign paraphernalia/misc.
MBR
member communications
RAD
radio airtime and production costs
CNS
campaign consultants
MTG
meetings and appearances
RFD
returned contributions
CTB
contribution (explain nonmonetary)*
OFC
office expenses
SAL
campaign workers' salaries
CVC
civic donations
PET
petition circulating
TEL
t.v. or cable airtime and production costs
FIL
candidate filing/ballot fees
PHO
phone banks
TRC
candidate travel, lodging, and meals
FND
fundraising events
POL
polling and survey research
TRS
staff/spouse travel, lodging, and meals
IND
independent expenditure supporting/opposing others (explain)*
POS
postage, delivery and messenger services
TSF
transfer between committees of the same candidate/sponsor
LEG
legal defense
PRO
professional services (legal, accounting)
VOT
voter registration
LIT
campaign literature and mailings
PRT
print ads
WEB
information technology costs (internet, e-mail)
NAME AND ADDRESS OF PAYEE
CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
ASAP Reprographics LIT literature $239.25
365 Quintana Road
Morro Bay, CA, 93442
ASAP Reprographics LIT literature 311.03
365 Quintana Road
Morro Bay, CA, 93442
ASAP Reprographics LIT literature 287.10
365 Quintana Road
Morro Bay, CA, 93442
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 837.38
Schedule E Summary
1. Itemized payments made this period. (include all Schedule E subtotals.).....................................................................................
2. Unitemized payments made this period of under$100..................................................................................................................
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.)................
$ $1,620.38
$ 87.00
.......... I........ $ 0
...... TOTAL $ $1,717.38
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule E Amounts may be rounded
(Continuation Sheet) to whole dollars.
Payments Made
SEE INSTRUCTIONS ON REVERSE
FILER
Citizens For Affordable Living
Statement covers period
07/01 /2D22
from
SCHEDULE E (CONT.)
through 09/24/2022 Page 6 of 6
I.D. NUMBER
1396018
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CMP
campaign paraphernalia/misc.
MBR
member communications
RAD
radio airtime and production costs
CNS
campaign consultants
MTG
meetings and appearances
RFD
returned contributions
CTB
contribution (explain nonmonetary)*
OFC
office expenses
SAL
campaign workers' salaries
CVC
civic donations
PET
petition circulating
TEL
t.v. or cable airtime and production costs
FIL
candidate filing/ballot fees
PHO
phone banks
TRC
candidate travel, lodging, and meals
FND
fundraising events
POL
polling and survey research
TRS
staff/spouse travel, lodging, and meals
IND
independent expenditure supporting/opposing others (explain)*
POS
postage, delivery and messenger services
TSF
transfer between committees of the same candidate/sponsor
LEG
legal defense
PRO
professional services (legal, accounting)
VOT
voter registration
LIT
campaign literature and mailings
PRT
print ads
WEB
information technology costs (internet, e-mail)
NAME AND ADDRESS OF PAYEE
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
CODE OR DESCRIPTION OF PAYMENT
AMOUNT PAID
ASAP Reprographics
365 Quintana Road
Morro Bay, CA, 93442
LIT
literature
239.25
Goofy Graphics
925 Main St
Morro Bay, CA, 93442
CMP
yard signs
543.75
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 783.00
_ FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov