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