HomeMy WebLinkAbout2022.10.25_Committee for Measure B-22_Form 460Recipient Committee
Campaign Statement
Cover Page
SEE INSTRUCTIONS ON REVERSE
Statement covers period
from 09.25.22
through 10.22.22
1. Type of Recipient Committee: All Committees — complete Parts 1, 2, 3, and 4.
❑ Officeholder, Candidate Controlled Committee Primarily Formed Ballot Measure
0 State Candidate Election Committee Committee
0 Recall 0 Controlled
(Also Complete Part5) 0 Sponsored
(Also Complete Part 6)
❑ General Purpose Committee
0 Sponsored ❑ Primarily Formed Candidate/
0 Small Contributor Committee Officeholder Committee
0 Political Party/Central Committee (Also Complete Part7)
Committee Information I.D. NUMBER
1448714
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Committee for Morro Bay Harbor Parcel Tax Measure B-22
STREET ADDRESS (NO P.O. BOX)
CITY
STATE
ZIP CODE
AREACODE/PHONE
Morro Bay
CA
93442
MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX
P.O. Box 718
CITY
STATE
ZIP CODE
AREA CODE/PHONE
Morro Bay
CA
93442
OPTIONAL: FAX / E-MAIL ADDRESS
4. Verification
1Ci1TJ:1N9_'W:l
Date Stamp
RECEIVED
City of Morro Bay .
OCT
Date of election if applicable: Page 1 of 7
5 2022
(Month, Day, Year) For Official Use Only
November8, 2022 City Clerk
2. Type of Statement:
Preelection Statement ❑ Quarterly Statement
❑ Semi-annual Statement ❑ Special Odd -Year Report
❑ Termination Statement
(Also file a Form 410 Termination)
❑ Amendment (Explain below)
Treasurer(s)
NAME OF TREASURER
Homer Alexander
MAILING ADDRESS
CITY STATE ZIP CODE AREACODE/PHONE
Morro Bay
NAME OF ASSISTANT TREASURER, IF ANY
MAILING ADDRESS
CA 93442
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 co ect.
Executed on 7 L By
Date
Pr000nenl or Responsible Officer of Sponsor
Executed on
Date
Executed on
Date
By
Signature of Controlling Officeholder, Candidate, State Measure Proponent
By
Signature of Controlling Officeholder, Candidate, Stale Measure Proponent
FPPC Form 460 (1an/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Recipient Committee
Campaign Statement
Cover Page — Part 2
5. Officeholder or Candidate Controlled Committee
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) 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.
I.D. NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE?
❑ YES ❑ NO
CITY STATE ZIP CODE AREACODE/PHONE
COMMITTEE NAME
I.D. NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE?
❑ YES ❑ NO
ifi
CITY STATE ZIP CODE AREACODE/PHONE
COVER PAGE - PART 2
Page 2 of %
6. Primarily Formed Ballot Measure Committee
NAME OF BALLOT MEASURE
Committee for Morro Bay Harbor Parcel Tax Measure B-22
BALLOT NO. OR LETTER JURISDICTION ® SUPPORT
B 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 List names 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 to whole dollars.
Statement covers period
from 09.25.22
SUMMARY PAGE
SEE INSTRUCTIONS ON REVERSE
through
10.22.22
Page 3 of 7
NAME OF FILER
I.D. NUMBER
Committee for Morro Bay Harbor Parcel Tax Measure B-22
1448714
Contributions Received
TOTAL Coluimni oD
BR
Calendar Year Summary for Candidates
(FROM ATTACHED SCHEDULES)
DColuDmn AR
TOTAL TO DATE
Running in Both the State Primary and
General Elections
1. Monetary Contributions...................................................
schedule A, Line
$ 400
$ 19,685
0
1,850
1/1 through 6/30 7/1 to Date
2. Loans Received.... ..................................................
......... schedule B, Line 3
3. SUBTOTAL CASH CONTRIBUTIONS ..............................
Add Lines 1 +2
$ 400
$ 21535,
20. Contributions
Received $ $
4. Nonmonetary Contributions ............................................
Schedule C, Line 3
0
1,500
21, Expenditures
5. TOTAL CONTRIBUTIONS RECEIVED ................................
Add Lines 3 + 4
$ 400
$ 23,035
Made $ $
Expenditures Made
6. Payments Made................................................................
schedule E, Line 4 $ 10,509 $ 19,714
7. Loans Made.......................................................................
schedule H, Line 3
8. SUBTOTAL CASH PAYMENTS .......................................
Add Lines 6+7 $ 10,509 $ 19,714
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 $ 10,509 $ 19,714
Current Lasn statement
12. Beginning Cash Balance ............................ Previous summary Page, Line 16
$ 11,930
13. Cash Receipts........................................................... Column A, Line 3 above
400
14. Miscellaneous Increases to Cash .................................. schedule /, Line 4
15. Cash Payments......................................................... Column A, Line 8above
10,509
16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15
$ 1,821
If this is a termination statement, Line 16 must be zero.
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 $
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).
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditures Made*
(If Subject to Voluntary Expenditure Limit)
Date of Election Total to Date
(mm/dd/yy)
I
—��
*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
Monetary Contributions Received LV W11V1e UV11111D.
Statement covers period 1i,
CALIFORNIA I ,
from 09,25.22
-
SEE INSTRUCTIONS
through 10.22.22
Page 4 of 7
ON REVERSE
NAME OF FILER
I.D. NUMBER
Committee for Morro Bay Harbor Parcel Tax Measure B-22
1448714
DATE
FULL NAME, STREETADDRESS AND ZIP CODE OF
IF AN INDIVIDUAL, ENTER
AMOUNT
CUMULATIVE TO DATE
PER ELECTION
CONTRIBUTOR
CONTRIBUTOR
*
OCCUPATION AND EMPLOYER
RECEIVED THIS
CALENDAR YEAR
TO DATE
RECEIVED
CODE
(IF SELF-EMPLOYED, ENTER NAME
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
OF BUSINESS)
PERIOD
(JAN.1-DEC. 31)
(IF REQUIRED)
10/02/22
Scott Park
® IND
Retired
250
250
❑ COM
❑ OTH
Bakersfield, CA 93314
❑ PTY
❑ sCC
10/01/22
Lyn Wickham
O IND
Engineer
100
100
❑ COM
❑ OTH
CAL Trans
Morro Bay, CA 93442
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
SUBTOTAL $ 350
Schedule A Summary
1. Amount received this period — itemized monetary contributions. 350
(Include all Schedule A subtotals.).........................................................................................................$ —
2. Amount received this period — unitemized monetary contributions of less than $100 ...........................$ 50
3. Total monetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.)......................TOTAL $ 400
*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 B - PART 1
c e ue — a to whole dollars
Statement covers period
.
Loans Received
09/25.22
O.NIA
FORM 460
from
through 10.22•22
Page 5 of 7
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
I.D. NUMBER
Committee for Morro Bay Harbor Parcel Tax Measure B-22
1448714
FULL NAME, STREETADDRESS AND ZIP CODE
IF AN INDIVIDUALENTER
,
OCCUPATION AND EMPLOYER
a
OUTSTANDING
AMOUNT
c
AMOUNT PAID
OUTSTANDING
e
INTEREST
ORIGINAL
CUMULATIVE
OF LENDER
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
(IF SELF-EMPLOYED, ENTER
BALANCE
BEGINNING THIS
RECEIVED THIS
PERIOD
OR FORGIVEN
THISPERIOD-
BALANCE AT
CLOSE OF THIS
PAID THIS
PERIOD
AMOUNT OF
LOAN
CONTRIBUTIONS
TO DATE
NAME OF BUSINESS)
PERIOD
PERIOD
Homer Alexaander
Retired
❑ PAID
CALENDAR YEAR
$ 925
$ 750
$ 925
340 Bernardo
ELECTIOd*
Morro Bay, CA 93442
RATE
$ 925
$ 0
$
12/31/22
$
6/23/22
$ 925
t ® IND El COM ❑ OTH ❑ PTY ❑ SCC
DATE DUE
DATE INCURRED
❑ PAID
CALENDAR YEAR
Ron Resiner
Retired
$
925
925
$ 925
1300 Clarabelle
$
$
❑
ELECTION"
Morro Bay, CA 93442
RATE
925
0
$
12/31/22
$
07/07/22
$ 925
tv] IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
$
$
DATE DUE
DATE INCURRED
❑ PAID
CALENDAR YEAR
$
$
%
$
$
❑ FORGIVEN
PER ELECTION"
RATE
❑ IND ❑ COM ❑ OTH El ❑SCC
tEl
$
$
$
$
$
DATE DUE
DATE INCURRED
SUBTOTALS $ $ $ 1,850 $
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 $100 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.
0
0
0
(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
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule E
Payments Made
Amounts may be rounded
to whole dollars.
Statement covers period
from 09.25.22
SCHEDULE E
SEE INSTRUCTIONS ON REVERSE
through 10.22.22 Page 6 of 7
NAME OF FILER I.D. NUMBER
Committee for Morro Bay Harbor Parcel Tax Measure B-22 1448714
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
CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
13 Star Media PRT Newspaper Advertising $956
P.O. Box
Atascadero, CA 93423
Mills ASAP CMP Banner 218
365 Quintana Rd
Morro Bav, CA 93442
Poor Richards Press LIT Direct Mail 8,630
2226 Beebee
San Luis Obispo, CA 93401
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 9804
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.)..........................
10,354
$ 155
............ $
TOTAL $ 10,509
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule E
SCHEDULE E (CONT.)
(Continuation Sheet)
Amounts
may be rounded
to whole dollars.
Statement covers period
CALIFORNIA 460
Payments Made
09.25.22
from
FORM
through 10.22.22
7
Page 7
SEE INSTRUCTIONS ON REVERSE
of
NAME OF FILER
I.D. NUMBER
Committee for Morro Bay Harbor Parcel Tax Measure B-22
1448714
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
RAID 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
Shari Sullivan
Los Osos, CA 93402
WEB
Email and Social Media
$550
* Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 550
FPPC Form 460 (Jan 2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov