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Home My WebLink AboutForm 460 Moreno 073118Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 01/01/2018 through 06/30/2018 1. Type of Recipient Committee: All committees - complete Parts 1, 2, a, and 4. [� Officeholder, Candidate Controlled Committee O State Candidate Election Committee O Recall (Also Complete Part 5) ❑ General Purpose Committee O Sponsored 0 Small Contributor-Committee O Political Party/Central Committee ❑ Primarily Formed Ballot Measure Committee O Controlled O Sponsored (Also Complete Pert fi) ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Pert 7J 3. Committee Information I.D. NUMBER 1400941 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Friends of Heather Moreno for Atascadero Mayor 2018 4. CITY STATE ZIP CODE AREACODE/PHONE Atascadero CA 93422 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREACODEIPHONE OPTIONAL: FAX /E -MAIL ADDRESS Date of election if applicable: (Month, Day, Year) 11/06/2018 RMEIVED JUL 2 7 2418 CITY OF ATASt cliff CLERWS 2. Type of Statement: ❑ Preelection Statement EZ Semi - annual Statement ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) Treasurer(s) NAME OF TREASURER Scoff R. Hayner MAILING ADDRESS COVER PAGE CALIFORNIA .1 FORM Page 1 of 7 For Official Use Only ❑ Quarterly Statement ❑ Special Odd -Year Report CITY STATE ZIP CODE AREA CODE/PHONE Atascadero CA 93422 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREACODE/PHONE OPTIONAL: FAX / E- MAILADDRESS Verification I have used all reasonable diligence in preparing and reviewing this statement and to the best of my knowledge the certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Executed on 7-2,7,—/9_ By Date Si Executed on —7 —,?3 1 By YlLk:�>, Date Signature dfWjnn1Alinn Officehnldar contained herein and in the attached schedules is true and complete. or Executed on By Date Signature of Controlling Officeholder, Candidate, Slate Measure Proponent Executed on By Date 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 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 IFAPPLICABLE) Mayor, City of Atascadero RESIDENTIAUBUSINESS ADDRESS (NO:ANDSTREET) 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 I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREACODE /PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? [:]YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREACODElPHONE COVER PAGE - PART 2 Page 2 of 7 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 HELD DISTRICT NO. IF ANY 7. Primarily Formed Candidate /Officeholder Committee Listnames of officeholder(s) or candidate(s) 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.gav Campaign Disclosure Statement Amounts may be rounded to whole dollars. Summary Page - Statement covers period from 01/01/2018 SUMMARY PAGE Expenditures Made 6. Payments Made ................... .......... .......... Schedule E, Line 4 $ 06/30/2018 3 7 SEE INSTRUCTIONS ON REVERSE 0 8. SUBTOTAL CASH PAYMENTS ........... ............................... Add Lines 6 + r $ through 9. Accrued Expenses (Unpaid Bills) ........... ............................... Page of 0 NAME OF FILER Schedule C. Line 3 0 11. TOTAL EXPENDITURES MADE ............................ ............ Add Lines 8 +s +10 $ I.D. NUMBER Friends of Heather Moreno for Atascadero Mayor 2018 1400944 Contributions Received To olum a oD CLoluDmmn B 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 15,816.00 $ $ 15,816.00 D 0 111 through 6130 7!1 to Date 2. Loans Received ................................. ............................... Schedule s, Line 3 15,816.00 15,816.00 20. Contributions 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 $ $ Received $ $ 4. Nonmonetary Contributions ............. ............................... Schedule C, Line 3 0 0 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ........ ............................Add Lines 3 +4 $ 15,816.00 $ 15,816.00 Made $ $ Expenditures Made 6. Payments Made ................... .......... .......... Schedule E, Line 4 $ 3,706.89 7. Loans Made ........................................ ............................... Schedule H, Line 3 0 8. SUBTOTAL CASH PAYMENTS ........... ............................... Add Lines 6 + r $ 3,706.89 9. Accrued Expenses (Unpaid Bills) ........... ............................... Schedule F Line 3 0 10. Nonmonetary Adjustment... .................. ............................. Schedule C. Line 3 0 11. TOTAL EXPENDITURES MADE ............................ ............ Add Lines 8 +s +10 $ 3,706.89 Current Cash Statement 12. Beginning Cash Balance ............................ Previous Summary Page, Line 16 $ 13. Cash Receipts ............................ ............................... Column A, Line 3 above 14. Miscellaneous Increases to Cash ... ............................... Schedule 1, Line 4 15. Cash Payments .......................... ............................... Column A. Line 8 above 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ If this is a termination statement, Line 16 must be zero. 16,514.69 15,816.00 0 3,706.89 28, 623.80 17. LOAN GUARANTEES RECEIVED ................................ Schedule B, Part 2 $ 0 Cash Equivalents and Outstanding Debts 18. Cash Equivalents ................. ............................... See instructions on reverse $ 0 19. Outstanding Debts .............................. Add Line 2 + Line s in Column B above $ 0 $ 3,706.89 0 $ _ 3,706.89 0 0 $ 3,706.89 To calculate Column B, add amounts in Column Ato 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). Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made" (It Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mnVddlyy) — 1 1 $ "Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (!an /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 vowie uonars. Statement covers period CALIFORNIA 01/01/2018 from , , 6 • " 06/30/2018 4 7 SEE INSTRUCTIONS ON REVERSE through page of NAME OF FILER I.D. NUMBER Friends of Heather Moreno for Atascadero Mayor 2018 1400944 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED (1F COMMITTEE, ALSO ENTER LD. NUMBER) CODE OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) � IND 1/8/2018 Peggy Lance Little 0OTOH 14,000 14,000 Cayucos, CA 93430 retired ❑ PTY ❑ SCC IZJ IND 1/16/18 Ma ie Vander on El COM retired 100.00 100.00 Atascadero, CA 93422 El OTH ❑ PTY ❑ SCC ® IND 1/17/18 Suzie Anderson tascadero, CA 93422 El coM E] OTH real estate Acadame Real Estate 200.00 200.00 ❑ PTY ❑ SCC 1/21/18 Vicki Morse tascadero, CA 93422 W1 IND ❑COM ❑ OTH retired 100.00 100.00 ❑ PTY ❑ SCC Madalyn McDaniel JZI IND ❑ COM retired 2/25/18 tas., CA 93422 ❑ OTH 100.00 100.00 ❑ PTY ❑ SCC SUBTOTAL $ 14,500 r 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 $ 15,300.00 516.00 15,816.00 *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) FPPCAdvice: 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 • - through 06/30/2018 page 5 of 7 NAME OF FILER I.D. NUMBER Friends of Heather Moreno for Atascadero Mayor 2018 1400944 DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE (IF SELF.EMPLOYED. ENTER NAME PERIOD (JAN.1 -DEC. 31) (IF REQUIRED) OF BUSINESS) Joel Clay p CON! Golf Course Management 2/28/18 Atascadero, CA 93422 ❑ OTH Golden State Golf 100.00 100.00 ❑ PTY Company ❑ SCC Edward Veek ® IND El COM retired 4/7/18 Atascadero, CA 93422 200.00 200.00 ❑ OTH ❑ PTY ❑ SCC Kellie Avila ® IND ❑ COM owner 4/12/18 Atascadero, CA 93423 ❑ OTH Avila Wireless 400.00 400.00 ❑ PTY Construction ❑ SCC LO IND Jeanette Heinz El COM retired 4/12/18 Atas., CA 93422 ❑ OTH 100.00 100.00 ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ 800.00 *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 Friends of Heather Moreno for Atascadero Mayor 2018 Amounts may be rounded to whole dollars. �YN7t•�1�Ig�o Statement covers period CALIFORNIA from 01/01/2018 FORM through 06/30/2018 Page 6 of 7 I.D. NUMBER 1400944 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 FIND 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 SW Martin & Associates Also small amount of work on "LIT." Paso Robles, CA 93446 WEB 1,200.00 The UP tore POS 241.00 Atascadero, CA 93422 Atascadero Kiwanis Atascadero, CA 93423 CVC 600.00 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 2,041.00 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals .) ....................... $ 3,656.14 2. Unitemized payments made this period of under $100 ................. $ 50.75 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 $ 3,706.89 FPPC Form 460 (Jan /2016) FPPC Advice: advice @fppc.ca.gov (866/275 -3772) www.fppc,ca.gov Schedule E CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID RISE SCHEDULE E (CONT.) (Continuation Sheet) Amounts may be rounded to whole dollars. Statement covers period •- A N 1,000.00 San Luis Obispo, CA 93401 , Payments Made from 01/01/2018 • - 455.14 CASA through 06/30/2018 % SEE INSTRUCTIONS ON REVERSE 160.00 Page of NAME OF FILER I.D. NUMBER Friends of Heather Moreno for Atascadero Mayor 2018 1400944 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 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 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 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 A E OF PAYEE {IF COMMITTEE, ALSO LSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID RISE CVC 1,000.00 San Luis Obispo, CA 93401 Wilkins Action Graphics tascadero, CA 93422 LIT 455.14 CASA PRT 160.00 San Luis Obispo, CA 93401 " Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 1,615.14 FPPC Form 460 (Jan /2016) FPPC Advice: advice @fppc.ca.gov (866/275 -3772) www.fppc.ca.gov