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Home My WebLink About2018.01.10_CAL_Form 460Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 07/01/2017 through 12/31/2017 Date of election if applicable: (Month, Day, Year) Date Stamp RECEIVED City of Morro Bay JAN102018 City Clerk COVER PAGE CALIFORNIA 460 FORM Page of For Official Use Only 1. Type of Recipient Committee: All committees -complete Parts 1, 2, 3, and 4. ❑ 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 ❑ 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 ✓ Semi-annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) ❑ Quarterly Statement O Special Odd -Year Report 3. Committee Information I.D. NUMBER 1396018 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Citizens For Affordable Living STREET ADDRESS (NO P.O. BOX) P.O. Box 1822 CITY Morro Bay STATE ZIP CODE CA 93443 AREA CODE/PHONE 805 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS Treasurer(s) NAME OF TREASURER Scott Lawson MAILING ADDRESS CITY Morro Bay NAME OF ASSISTANT TREASURER, IF ANY Kathleen Quigley STATE ZIP CODE CA 93442 AREA CODE/PHONE 805 MAILING ADDRESS CITY Morro Bay STATE ZIP CODE CA 93442 AREA CODE/PHONE 805 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 inform certify under penalty of perjury under the laws of the State of California that the foregoing is Executed on Executed on Executed on Executed on Date to ft6 e PILO g Date Date By By By By ion contained herein and in the attached schedules is true and complete. ant Treasurer ure Proponent or Responsible Officer of Sponsor Signature of Controlling Officeholder, Candidate, State Measure Proponent Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) nun/ fnnr r, crew am gal• n isclosure a e ent umma a e SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. Statement covers period from 07/01/2017 through 12/31/2017 SUMMARY PAGE CALIFORNIA 460 FORM Page of NAME OF FILER Citizens For Affordable Living Contributions Received 1. Monetary Contributions................................................... Schedule Al Line 3 2. Loans Received. . ............................................. Schedule 8, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS Add Lines 1 + 2 4. Nonmonetary Contributions Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED Add Lines 3 + 4 Expenditures Made 6. Payments Made Schedule E, Line 4 . Loans MadeSchedule 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 13 Cash Receipts 14. Miscellaneous Increases to Cash 15. Cash Payments 16. ENDING CASH BALANCE Add Lines 12 + 13 + 14, then subtract Line 15 If this is a termination statement, Line 16 must be zero. Previous Summary Page, Line 16 Column A, Line 3 above Schedule 1, Line 4 Column A, Line 8 above 17. LOAN GUARANTEES RECEIVED Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) 2394.00 0 2394.00 $ 0 Column B CALENDAR YEAR TOTAL TO DATE 4164.00 0 4164.00 0 2394.00 $ 4164.00 1898.48 $ 2422 30 0 $ 1898,48 0 0 0 2422 30 0 0 1898 48 $ 2422 30 1246.18 2394.00 0 1898.48 1741.70 Schedule 8, Part 2 $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents 19. Outstanding Debts See instructions on reverse 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). I.D NUMBER 1396018 Calendar Year Summary for Candidates Running in Both the State Primary 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 to wnoie aonars. Monetary Contributions Received SEE INSTRUCTIONS ON REVERSE Statement covers period from 07/01/2017 CALIFORNIA FORM Page 460 of through 12/31/2017 NAME OF FILER Citizens For Affordable Living I.D. NUMBER 1396018 DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CONTRIBUTOR CODE * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) AMOUNT RECEIVED THIS PERIOD CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) PER ELECTION TO DATE (IF REQUIRED) 07/12/2017 Robert Settje & Susan Jeffries Morro Bay, CA 93442 J IND Retired 100.00 100.00 ■ COM • OTH • PTY • scc 07/19/2017 Robert Settje & Susan Jeffries ►,d IND Retired 100.00 200.00 • COM • OTH • PTY • scc 07/25/2017 Robert Settje & Susan Jeffries Morro Bay, CA 93442 FA IND Retired 100.00 300.00 • COM • OTH • PTY • scc 10/11/2017 Robert Settje & Susan Jeffries Morro Bay, CA 93442 Retired 100.00 400.00 !I IND ■ COM • OTH • PTY ■ scc 07/12/2017 Anne -Marie Schnetzler Morro bay, CA !I IND Retired 100.00 189.00 III COM ■ OTH • PTY ■ scc SUBTOTAL $ 500.00 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.) TOTAL $ 2394.00 710.00 1684.00 *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 A (Continuation Sheet) Amounts may be rounded SCHEDULE A (CONT.) onetaryContributions Rived to whole dollars. ons Received Statementcovers period from 07/01/2017 �� ' FORM Page of through 12/31/2017 NAME OF FILER Citizens For Affordable Living I.D. NUMBER 1396018 DATE RECEIVED FULL NAME, STREETADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CONTRIBUTOR CODE * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) AMOUNT RECEIVED THIS PERIOD CUMULATIVE TO DATE CALENDAR YEAR (JAN. 1 - DEC. 31) PER ELECTION TO DATE (IF REQUIRED) 07/19/2017 Anne -Marie Schnetzler Morro bay, CA ! IND ■ coM III OTH ■ PTY • scc Retired 60.00 249.00 07/31/2017iiiiiiir..— aggett Morro Bay, CA 93442 • IND • COM ■ OTH • PTY • SCC Retired 150.00 150.00 ■ IND • COM ■ OTH • PTY • SCC • IND • COM • OTH • PTY • SCC • IND • COM ■ OTH • PTY • SCC SUBTOTAL $ 210.00 *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/201.6) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov SCHEDULE E Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. Statement covers period from 07/01/2017 through 12/31/2017 NAME OF FILER Citizens For Affordable Living Page I.D. NUMBER 1396018 of 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 PHO POL POS PRO PRT 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 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 AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Secretary of State 1500 11 th St. Rm 495 Sacramento, CA 95814 FIL Annual Fee 100.00 San Luis Obispo County Assessor 1055 Monterey St San Luis Obispo, CA 93408 LIT 351.15 Jeff Heller OFC Morro Bay, CA 93442 483.49 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 934.64 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) $ 1769.48 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).) $ 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 $ 1898.48 129.00 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E (Continuation Sheet) Payments Made SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. Statement covers period from 07/01/2017 through 12/31/2017 SCHEDULE E (CONT.) Page of NAME OF FILER Citizens For Affordable Living I.D. NUMBER 1396018 CODES: CMP CNS CTB CVC FIL FND IND LEG LIT If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. 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 PHO POL POS PRO PRT 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 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 AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID ASAP 495 Morro Bay Blvd Morro Bay, CA 93442 LIT 534.84 Dan Banfield CPA Los Osos, CA 93402 PRO 300.00 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 834.84 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fooc.ca.eov