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HomeMy WebLinkAboutForm 460 Heather Moreno 123120Recipient Committee Campaign Statement Cover Page from Statement covers period 10/18/2020 SEE INSTRUCTIONS ON REVERSE I through 12/3112020 1. Type of Recipient COmmittee: All Committees —Complete Parts 1, 2, 3, and 4. 0 Officeholder, Candidate Controlled Committee 0 State Candidate Election Committee 0 Recall (Also Corrplele Pat 5f ❑ General Purpose Committee 0 Sponsored 0 Small Contributor Committee 0 Political Party/Central Committee ❑ Primarily Formed Ballot Measure Committee 0 Controlled 0 Sponsored (Also Can -;%We Part 6i ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Pan 7) 3. Committee Information I I.D. NUMBER COMMITTEE NAME (OR CANDIDATES NAME IF NO COMMITTEE) Friends of Heather Moreno for Atascadero Mayor 2020 STREET ADDRESS IND P.O. BOX) CITY STATE ZIP CODE AREACODEIPHONE Atascadero CA 93422 MAILINGADDRESS (IF DIFFERENT) NO, AND STREET OR P.O, BOX CITY STATE ZIP CODE AREA CODEIPHONE OPTIONAL: FAX l E-MAILADDRESS COVER PAGE Date Stamp CALIFORNIA . I RECEIVED FORM Date of election if applicable: I Page 1 of 8 (Month, Day, Year) JAN 1 2021 For Official Use Only 11/312020 ITY OF ATASCADER ITY CLERK'S OFFIC 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 Scott R. Hayner MAILING ADORESS CITY STATE ZIP CODE AREACODEIPHONE Atascadero CA 93422 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREACODEPHONF OPTIONAL: FAX l 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 ' ormation 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 true and correct. Executed on -S — la Z/ By Date ]/� Si ature of Treasurer or Assistant Treasurer Executed on l ' , a�J- 1 By ' ""t,-) Date Signature of Controlling Officeholder , Candidate, State Measure Proponent or Responsible Officer at Sponsor Executed on By Date Signature or Controlling Offitahofder, Candidate, State Measure Proponent Executed an By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (Jan/2016) FP PC Advice: advice@fppc.ca.gov (856/275-3772) www.fppc.ca.gov Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Heather Moreno OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Mayor, City of Atascadero RESIDENTIALlBUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP Atascadero, CA 93422 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 ER I.D. NUMBER ADDRESS (NO P.O. BOX) ❑ YES ❑ NO CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODEIPHONE COVER PAGE - PART 2 Page 2 of S 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 H 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 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Campaign Disclosure Statement Summary Page Amounts may be rounded to whole dollars. Statement covers period from 10/18/2020 through 12/31/2020 Page �i18565LL'yl7_Telo 3 of 8 NAME OF FILER I.D. NUMBER Friends of Heather Moreno for Atascadero Mayor 2020 Contributions Received Column A Column B Calendar Year Summary for Candidates schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS .......................................... 101P THIS PERIOD (FROM ATTACHED SCHEDULES) CALENDAR YEAR TOTAL TO DATE Running in Both the State Primary and 10. Nonmonetary Adjustment......................................................... schedule C, Line 3 11. TOTAL EXPENDITURES MADE ........................................ Add Lines a + 9 + tD General Elections 15,111.00 38,578.00 1. Monetary Contributions................................................... Schedule A, Line 3 $ $ 0 0 111 through 6/30 711 to Date 2. Loans Received................................................................ schedule B. Line 3 15,111.00 38,578.00 20. Contributions 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 $ $ Received $ $ 0 180.00 4. NOnmOnetary Contributions ............................................ Schedule c, Line 3 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ................................... Add Lines 3 + 4 $ 15,111.00 $ 38,758.00 Made $ $ Expenditures Made 6. Payments Made................................................................ schedule E. Line 4 7. Loans Made....................................................................... schedule H, Line 3 8. SUBTOTAL CASH PAYMENTS .......................................... Add Lines 6+7 9. Accrued Expenses (Unpaid Bills) .......................................... Schedule F Linea 10. Nonmonetary Adjustment......................................................... schedule C, Line 3 11. TOTAL EXPENDITURES MADE ........................................ Add Lines a + 9 + tD Current Cash Statement 12. Beginning Cash Balance ............................ Previous summary Page. Line 16 13. Cash Receipts........................................................... Column A, Line 3above 14. Miscellaneous Increases to Cash .................................. Schedule 1, Line 4 15. Cash Payments......................................................... Column A, Line a above 16. ENDING CASH BALANCE ..................Add Lines 12+ 13+ 14, then subtract Line is If this is a termination statement, Line 16 must be zero. $ 19,315.81 $ 50,720.22 0 0 $ 19,315.81 $ 50.720.22 0 0 0 0 $ 19.315.81 $ 50,720.22 $ 10,973.55 15,111.00 0 19,315.81 $ 6,768.74 17. LOAN GUARANTEES RECEIVED ................................ Schedule 8, Pane $ Cash Equivalents and Outstanding Debts 18. Cash Equivalents ................................................ See instructions on reverse $ 19. Outstanding Debts .............................. Add Line 2+ Line 9 in Column B above $ n/a n/a n/a 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 fled 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) '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 eo wnu�e uooars. Monetary Contributions Received Statement covers period P CALIFORNIA 10/18/2020 from ' FORM � • Page 4 of 8 through 12/31/2020 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER Friends of Heather Moreno for Atascadero Mayor 2020 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CONTRIBUTOR IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED CODE IIF seLF-EAhPLorEo. ENTER NAME PERIOD (JAN. 1 - DEC, 31) (IF REQUIRED) OF BUSINESS) IND 10/19/2020 William AusmanPJ Atascadero, CA 93422 COM ❑ OTH Law Offices of William Ausman, owner $250 $450 ❑ PTY ❑ SCC John Neil i� IND ❑ COM General Manger, AMWC 10/19/2020 Templeton, CA 93465 F1 OTH $100 $100 ❑ PTY ❑ SCC V IND 10/20/2020 ❑ CoM Land Surveyor, Granite $250 $250 Atascadaro, CA 93422 ❑ OTH Ridge Development ❑ PTY Consultants ❑ SCC Robert Johnson W1 IND ❑COM retired 10/22/2020 Parker, CO 80134 ❑ OTH $2,100 $2,100 ❑ PTY ❑ SCC Atascadero 76 ❑ IND ❑ COM 10/22/2020 Atascadero, CA 93422 OTH $250 $500 ❑ PTY ❑ SCC SUBTOTAL $ 2,950 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 $ 14,350 761.00 '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 464 (Jan/2416) 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 Keceived to whole dollars. Statement covers period from 10/18/2020 • ' of 8 through 12/31/2020page NAME OF FILER I.D. NUMBER Friends of Heather Moreno for Atascadero Mayor 2020 DATE RECEIVED FULL NAME. STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR COMMITTEE. ALSO ENTER I.D. NUMBER) CONTRIBUTOR CODE * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE (IF (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) ® IND Vicky Morse F]O retired 10/23/2020 - Atascadero, CA 93423 OTH ❑ OTH $1,000 $1,000 ❑ PTY ❑ SCC Mike Jackson ® IND ❑ COM Real Estate Broker, 10/24/2020 Atascadero CA 93422 El OTH Self -em to ed ploy $100 $200 ❑ PTY ❑ SCC MP Annex ❑ IND 10/26/2020 San Luis Obispo, CA 9340 P Li COM ® OTH $300 $300 ❑ PTY ❑ SCC p IND 10/30/2020 Cayucos, CA 93430 El Com ElOTH retired $ 10,000 $10,000 ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCG SUBTOTAL$ 11,400 'Contributor Codes IND — Individual COM — Recipient Committee (other than PTY or SGC) OTH — Other (e.g., business entity) PTY — Political Party SCC — Small Contributor Committee FPPC Form 460 Oan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Friends of Heather Moreno for Atascadero Mayor 2020 Amounts may be rounded to whole dollars. Statement covers period from 10/18/2020 through 12/31/2020 SCHEDULE 3AILIFORNIA .- i Page 6 of 8 .D. NUMBER CODES: If one of the following codes accurately describes the payment; you may enter the code. Otherwise, describe the payment. CMP campaign paraphernalialmisc. 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 HE candidate filinglbatlot fees PHO phone banks TRC candidate travel, lodging, and meals END 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 candidatelsponsor 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 IIF COMMITTEE. ALSO ENTER I.D. NUMOER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PASD KPRL as�CA 93447 RAD $411.00 Axiom CNS $14,145.80 Kansas City, MO 64112 Remin ton Research Group text message voter outreach $764.00 Kansas City, MO 64112 Payments that are contributions or independent expenditures must also be summarized on Schedule D. Schedule E Summary SUBTOTAL $ 15,320.80 1. Itemized payments made this period. Include all Schedule E subtotals. 19,119.40 2. Unitemized payments made this period of under $100 $ 116.41 3. Total interest paA 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 $ 19,315.81 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 Friends of Heather Moreno for Atascadero Mayor 2020 Amounts may be rounded to whole dollars. Statement covers period from 10/18/2020 through 12/31/2020 SCHEDULE E (CONT.) Page 7 of 8 I.D. NUMBER CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphernalialmisc. 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 stafflspouse 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 IIF COMMITTEE, ALSO ENTER J.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Bravo Pizza Food @ election night gathering of donors/supporters Atascadero, CA 93422 $126.67 Rub Cellars Wine @ election night gathering of donors/supporters Atascadero, CA 93422 $151.93 AxMedia LLC Digital advertising $3,500.00 Kansas City, MO 64112 Loaves & Fishes Atascadero, CA 93422 CVC $100.00 " Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL_ $ 3,878.60 FPPC Form 460 (Jan/2416) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule G Payments Made by an Agent or Independent Contractor (on Behalf of This Committee) Friends of Heather Moreno for Atascadero Mayor 2020 NAME OF AGENT OR INDEPENDENT CONTRACTOR Amounts may be rounded to whole dollars. Statement covers peric from 10/18/2020 through 12/31/2020 SCHEDULE G C;ALI NIA 460 FORRM I.D. NUMBER 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 Lv, 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 supportinglop posing 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) " Payments that are contributions or independent expenditures must also be summarized on Schedule D. NAMEANDADDRESS OF PAYEE OR CREDITOR (IF COMMITTEE. ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Strategic Red Digitaf buy $2,975.00 Reston, VA 20190 Encompass Direct Marketing Group LIT $10,038.21 Cheyenne, WY 82001 USPS POS $2,994.13 Political Data Inc. Norwalk, CA 90652 political data for mailers $468.84 Attach additional information on appropriately labeled continuation sheets. TOTAL' $ 16,476.18 " Do not transfer to any other schedule or to the Summary Page. This total may not equal the amount paid to the agent or FPPC Form 460 (Jan/2416) independent contractor as reported on Schedule E. FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov