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Home My WebLink About2018.07.13_CAL_Form 460COVER PAGE Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 01/01/2018 through 06/30/2018 Date of election if applicable: (Month, Day, Year) Date Stamp RECEIVED City of Morro Bay JUL 1 3 2018 City Clerk 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 Pert 5) ® General Purpose Committee O Sponsored ® Small Contributor Committee O Political Party/Central Committee ❑ Primarily Formed Ballot Measure Committee O Controlled O Sponsored (Also Complete Pert 6) ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Pert 7) 2. Type of Statement: O Preelection Statement 21 Semi-annual Statement O Termination Statement (Also file a Form 410 Termination) O Amendment (Explain below) O 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) CITY Morro Bay STATE ZIP CODE CA 93442 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 STATE ZIP CODE CA 93442 AREA CODE/PHONE 805 NAME OF ASSISTANT TREASURER, IF ANY Kathleen Quigley 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 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 i 7//O/// D to U to Executed on Executed on Executed on Date Executed on Date -r(co By By By By Sign 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) www.fppc.ca.gov a •a Disclosure u a ae SEE INSTRUCTIONS ON REVERSE e ent Amounts may be rounded to whole dollars, Statement covers period from 01/01/2018 through 06/30/2018 SUMMARY PAGE CA-L.IFOHRN FORM " 460 Page of NAME OF FILER Citizens For Affordable Living ontributions '.eceived 1 Monetary Contributions................................................... 2. Loans Received.. ........ ..... teelfliaMPOORICtIrtOCIrtc•CIS ...... 6COMOM Schedule A, Line 3 Schedule B, 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 xpenditures ade 6. Payments Made ... 7. Loans Made 8. SUBTOTAL CASH PAYMENTS 9. Accrued Expenses (Unpaid Bills) 10. Nonmonetary Adjustment 11. TOTAL EXPENDITURES MADE ....................................... Schedule E, Line 4 Schedule H, Line 3 Add Lines 6+7 Schedule F Line 3 Schedule C, Line 3 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 Previous Summary Page, Line 16 Column A, Line 3 above Schedule 1, Line 4 Column A, Line 8 above Add Lines 12 + 13 + 14, then subtract Line 15 If this is a termination statement, Line 16 must be zero. 17 LOAN GUARANTEES RECEIVED $ $ Column A TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) 5941.00 0 5941.00 2364.01 8305.01 Column B CALENDAR YEAR TOTAL TO DATE 5941.00 0 5941.00 2364.01 8305.01 2334.59 $ 2334.59 0 0 2334.59 $ 2334.59 0 2364.01 4698.60 1741.70 5941.00 0 2334.59 5348.11 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 8 above $ 0 2364.01 4698 60 To calculate Column B, add amounts in Column A to the corresponding amounts from Column B of your Fast 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). 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 Monetary Contributions Received to wnore sonars. SEE INSTRUCTIONS ON REVERSE Statement covers period from 01/01/2018 CALIFORNIA FORM Page 460 of through 06/30/2018 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) 01 /17/2018 Lorie Noble Morro Bay, CA 93442 •J IND None 100.00 100.00 ■ coM • OTH ■ PTY • SCC 01/21/2018 Roger Ewing P.O. Box 1323 Morro Bay, CA 93443 '4 IND None 500.00 500.00 cores • PTY • SCC 01/31/2018 Anne -Marie Schnetzler Morro Bay, CA 93442 VA IND None 100.00 100.00 • COM • OTH • PTY IN scc Anne -Marie Schnetzler — Morro Bay, CA 93442 !/ IND None 100.00 200.00 ccoH •02/13/2018 • • PTY • SCC 2/28/2018 Kristen Headland Morro Bay, CA 93442 !A IND None 100.00 100.00 ■ cam • OTH • PTY • scc SUBTOTAL $ 900.00 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 $ 5941.00 3998.00 1943.00 *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.) Monetary Contributions Received to whole dollars. Statement covers period from 01/01/2018 CALIFORNIA FORM 460 Page of through 06/30/2018 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) 03/04/2018 Karen Beckman Morro Bay, CA 93442 !►I IND ■ COM ■ OTH • PTY ■ SCC None 150.00 150.00 03/14/2018 Martin Mongin Morro Bay, CA 93442 ® IND ■ COM ■ OTH II PTY • SCC None 350.00 350.00 03/14/2018 Ann Reisner Morro bay, CA .+I IND coM ■ OTH ■ PTY ■ SCC None 200.00 200.00 03/14/2018 as Morro Bay, A V IND ■ COM ■ OTH • PTY ■ SCC None 100.00 100.00 03/18/2018 Lori Noble Morro Bay, CA 93442 II IND coM ■ OTH • PTY • SCC None 200.00 300.00 SUBTOTAL $ 1000.00 *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 SCHEDULEA (CONT.) Monetary Contributions Received to whole dollars. Statement covers period from 01/01/2018 CALIFORNIA FORM 460 Page of through 06/30/2018 NAME OF FILER Citizens for Affordable Living I.D. NUMBER 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) 03/28/2018 Robert Sete Morro Bay, CA 93442 !►/ IND • coM ■ OTH • PTY • SCC None 100.00 100.00 04/13/2018 Jeff Heller Morro Bay, CA 93442 !4 IND ■ COM ■ OTH • PTY ■ SCC None 1000.00 1000.00 04/18/2018 Robert Settje Morro Bay, CA 93442 • IND comNone OTH ■ OTH • PTY ■ scc 100.00 200.00 04/20/2018 Jac•ueline Heitman Morro Bay, CA 93442 @CND III COM ■ OTH • PTY ■ SCC None 100.00 100.00 05/15/2018 Carole Truesdale Morro Bay, CA 93442 F/ IND ■ COM ■ OTH • PTY • SCC None 99.00 198.00 SUBTOTAL $ 1399.00 `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 SCHEDULEA (CONT.) Monetary Contributions Received to whole dollars. Statement covers period from 01/01/2018 CALIFORNIA FORM 460 Page of through 06/30/2018 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) 05/11/2018 Gayla Newman Morro Bay, CA 93442 WA IND • coM ■ OTH • PTY • scC None 100.00 100.00 05/09/2018 Nanc Nelson Fresno, CA 93737 U INDII Com OTH ■ OTH • PTY ■ SCC None 100.00 100.00 05/23/2018 George Leage orro ay, ■ IND III COM +IOTH ■ PTY • SCC Great American Fish Company 200.00 200.00 06-01-2018 Floyd Hudson Morro Bay, CA 93442 IND • coM ■ OTH • PTY • scc None 100.00 100.00 06/11/2018 Morro Bay, CA 93442 ■ IND • COM in OTH • PTY ■ scc Bayfront Inn Management 100.00 100.00 SUBTOTAL $ 600.00 *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 C Amounts may be rounded SCHEDULE C w wnu,e LIUuIGID. Nonmonetary Contributions Received SEE INSTRUCTIONS ON REVERSE from through Statement covers period 01/01/2018 CALIFORNIA 460 FORM Page of 06/30/2018 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) DESCRIPTION OF GOODS OR SERVICES AMOUNT/ FAIR MARKET VALUE CUMULATIVE TO DATE CALENDAR YEAR (JAN 1 - DEC 31) PER ELECTION TO DATE (IF REQUIRED) 04/06/201 Barry Branin Morro Bay, CA 93442 None Mailer 2364.01 2364.01 W, I N D ■ COM ■ OTH • pry • SCC ■ IND • COM ■ OTH ■ PTY ■ SCC ■ IND ■ COM ■ OTH ■ PTY ■ SCC • IND ■ COM ■ OTH ❑ PTY IN SCC Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ 2364.01 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.) $ 2364.01 $ 0 TOTAL $ 2364.01 *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 Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. Statement covers period from 01/01/2018 through 06/30/2018 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 retumed 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 Print flyers 347.49 Jo c Morro Bay, CA 93442 LIT Business cards, Facebook boosts 359.52 Inn at Morro Bay 60 State Park Road Morro Bay, CA 93442 MTG Meeting room rental 258.60 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 965.61 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) $ 2133.21 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 $ 2334.59 201.38 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 01 /01 /2018 through 06/30/2018 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 member communications MTG meetings and appearances OFC office expenses PET petition circulating PHO phone banks POL polling and survey research POS postage, delivery and messenger services PRO professional services (legal, accounting) PRT 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 Daniel M McGee San Luis Obispo. CA 93401 LEG Retainer for Legal 1,000.00 Carole Truesdale Morro bay, CA 93442 FND Reimburse for payment to vender 167.60 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 1167.60 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov