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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