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HomeMy WebLinkAbout2023.01.25_Headding_Form 460Recipient Committee Date Stamp COVER PAGE _ Campaign Statement RECEIVED • Cover Page City of Morro Bay SEE INSTRUCTIONS ON REVERSE Statement covers period from 10/23/22 through 12/31/22 1. Type of Recipient Committee: All committees - complete Parts 1, 2, 3, and 4. 0 Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure 0 State Candidate Election Committee Committee 0 Recall 0 Controlled (Also Complete Pad5) 0 Sponsored (Also Complete Pad 6) ❑ General Purpose Committee 0 Sponsored ❑ Primarily Formed Candidate/ 0 Small Contributor Committee Officeholder Committee 0 Political Party/Central Committee (Also Complete Part7) 3. Committee Information I.D. NUMBER 1411645 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Headding for Mayor 2022 STREETADDRESS (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 P.O, Box 2034 CITY STATE ZIP CODE AREACODE/PHONE Morro Bay CA 93442 OPTIONAL: FAX/E-MAIL ADDRESS 4. Verification Date of election if applicable: (Month, Day, Year) November 8, 2022 2. Type of Statement: Page 1 of 7 JAN 2 5 2023 For Official Use Only City Clerk ❑ Preelection Statement ® Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) ❑ Quarterly Statement ❑ Special Odd -Year Report Treasurer(s) NAME OF TREASURER Homer Alexander MAILING ADDRESS 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-MAILADDRESS 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. I certify under penalty of perjury under the laws of the State of California that the foregoing is tru nd correct./ Executed on — r' By Date easure Proponent or Responsible Officer of Sponsor Executed on Date Executed on Date By 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 Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE John Headding OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Mayor of Morro Bay RESIDENTIAL/BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Morrro Bay CA 93442 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. NAME OF TREASURER I.D. NUMBER ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 Page 2 of 7 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 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 (Jan/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 10/23/22 SUMMARY PAGE 12/31/22 Page 3 of 7 SEE INSTRUCTIONS ON REVERSE through NAME OF FILER I.D. NUMBER John Headding for Mayor/Homer Alexander filer 1411645 Contributions Received Column A PERIOD Column B Calendar Year Summary for Candidates TOTAL THIS (FROM ATTACHED SCHEDULES) CALENDAR YEAR TOTAL TO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions................................................... Schedule A, Line 3 $ 2,350 $ 18,415 2,000 1/1 through 6I30 7/1 to Date 2. Loans Received................................................................ Schedule B, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 $ 2,350 $ 20,415 20. Contributions Received $ $ 4. Nonmonetary Contributions ............................................ Schedule C, Line 3 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED................................Add Lines 3+4 $ 2,350 $ 20,415 Made $ $ Expenditures Made 6. Payments Made................................................................ Schedule E, Line 4 $ 6,678 7. Loans Made....................................................................... Schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS ....................................... Add Lines 6+7 $ 6,678 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 $ 6,678 Current Cash Statement 12. Beginning Cash Balance ............................ Previous Summary Page, Line 16 $ 8,664 13. Cash Receipts........................................................... Column A, Line 3 above 2350 14. Miscellaneous Increases to Cash .................................. Schedule /, Line 4 15. Cash Payments......................................................... Column A, Line 8 above 6,678 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ 4,336 If this is a termination statement, Line 16 must be zero. 17. LOAN GUARANTEES RECEIVED ................................ Schedule s, 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 $ $ 16,528 $ 16,528 $ 16,528 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). IExpenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made* (If Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm/dd/yy) $ 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 Schedule A Amounts may be rounded SCHEDULE A Monetary Contributions Received LO W"Ole ""„a,,. Statement covers period from 10/23/22 • " SEE INSTRUCTIONS through 12/31/22 Page 4 of 7 ON REVERSE NAME OF FILER I.D. NUMBER John Headding for Mayor/Homer Alexander filier 1411645 DATE FULL NAME, STREET ADDRESS 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) 10/24/22 Luke Alexander © IND Retired $150 $150 ❑ COM ❑ OTH Morro Bay, CA 93442 ❑ PTY ❑ SCC 10/25/22 Jalpa Petal ® IND Small Business Owner $1,000 $1,000 ❑ COM ❑ OTH Twin Dolphin Hospitality p Morro Bay, CA 93442 ❑ PTY ❑ SCC 10/26/22 Hemet Patel ® IND Small Business Owner $1,000 $1,000 ❑ COM ❑ OTH PSI Hospitality Morro Bay, CA 93442 ❑ PTY ❑ SCC 10/28/22 Home Buliders Assoc of the Central Coast ❑ IND $100 $100 P.O. Box 748 ❑ COM © OTH San Luis Obispo, CA 93406 ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ 2,250 Schedule A Summary Amount received this period — itemized monetary contributions. 2,250 (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.).................. 100 TOTAL $ 2,350 '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 Schedule B — Part 1 to whole dollars. Statement covers period Loans Received 10/23/22 CALIFORNIA FORM from through 12/31/22 Page 5 of 7 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER John Headding for Mayor/Homer Alexander filer 1411645 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER a OUTSTANDING AMOUNT c AMOUNT PAID OUTSTANDING e INTEREST ORIGINAL g CUMULATIVE OF LENDER BALANCE RECEIVED THIS OR FORGIVEN BALANCE AT PAID THIS AMOUNT OF CONTRIBUTIONS (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER BEGINNING THIS PERIOD THIS PERIOD+ CLOPERIOD EOFTHIS PERIOD LOAN TO DATE NAME OF BUSINESS) PERIOD ❑ PAID CALENDAR YEAR John Headding Retired $ $ 7,125 0 % $ 5,125 $ 2,000 ❑ FORGIVEN PER ELECTION** Morro Bay, CA 93442 RATE $ 7.125 $ 0 $ 12/31/24 $ 01/01/21 $ 2,000 t Z IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR $ $ % $ $ ❑ FORGIVEN PER ELECTION** RATE t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR $ $ % $ $ ❑ FORGIVEN PER ELECTION" RATE $ $ $ $ $ DATE DUE DATE INCURRED t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTALS $ 0 $ $ 7,125 $ 0 -T 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 (1an/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE NAME OF FILER John Headding for Mayor/Homer Alexander filer Amounts may be rounded to whole dollars. Statement covers period from 10/23/22 through 12/31/22 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. SCHEDULE E ,ALIFORNIA • FORM Page 6 of 7 I.D. NUMBER 1411165 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 surrey 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) Hay Printing LIT Printing $3,249 3118 Main Morro Bav, CA 93442 United States Postal Service POS Postage for Mailers $2,243 898 Napa Ave Morro Bay, CA 93443 Political Data Intelligence Texting $135 P.O. Box 59570 WEB Norwalk, CA 90652 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 5,627 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.)............................................................................................................. $ 6,543 2. Unitemized payments made this period of under$100.......................................................................................................................................... $ 135 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column(e).)............................................................................. $ 0 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.)........................... TOTAL $ 6,678 FPPC Form 460 (Jan/2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E SCHEDULE E (CONT.) Amounts may be rounded Statement covers period (Continuation Sheet) to whole dollars. A • ' Payments Made from 10/23/22 - through 12/31/22 7 7 SEE INSTRUCTIONS ON REVERSE Page of NAME OF FILER I.D. NUMBER John Headding for Mayor/Homer Alexander filer 1411645 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 Scale To Win WEB Texting $301 13742 Harper St Santa Ana, CA 92703 Maren Linkugel LIT Graphic Design-Maliers/Newspaper Ads $445 1188 Monaco Ct Grover Beach, CA 93433 Rock Harbor Marketing WEB Domain name renewel-email hosting $170 898 Napa Ave #267 Morro Bav, CA 93443 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 916 FPPC Form 460 (Jan 2016)) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov