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Home My WebLink AboutAndrea Pease - Form 460 - 09-25-16 to 10-22-16Recipient Committee Campaign Statement Cover Page Statement covers period from . 9/25/16 Date of election if applicable: (Month, Day, Year) RFCEIV�D OCT 2 6 2016 D COVER PAGE 1 of r For Official Use Only SEE INSTRUCTIONS ON REVERSEthrough 10/22/1E 11/8/16 1. Type of Recipient Committee: All committees - complete Parts 1, 2, 3, and 4. Z. Type of Statement: 91 Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure 2 Preelection Statement ❑ Quarterly Statement O State Candidate Election Committee Committee ❑ Semi-annual Statement ❑ Special Odd -Year Report O Recall O Controlled ❑ Termination Statement (Also Complete Part 5) O Sponsored (Also file a Form 410 Termination) (Also Complete Part 6) F1General Purpose Committee ❑ Amendment (Explain below) O Sponsored ❑ Primarily Formed Candidate/ O Small Contributor Committee Officeholder Committee O Political Party/Central Committee (Also Complete Part 7) 3. Committee Information I.D. NUMBER 1383366 COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE) Andy Pease for Council 2016 STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE San Luis Obispo CA 93401 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREA CODE/PHONE San Luis Obispo CA 93406 OPTIONAL: FAX/ E-MAIL ADDRESS Treasurer(s) NAME OF TREASURER Robert McCann MAILING ADDRESS Ci T YIAT E LIP CODE AREA CODE/—PHONE San Luis Obispo CA 93401 NAME OF ASSISTANT TREASURER, IF ANY MAILING ADDRESS CITY STATE ZIP CODE AREACODE/PHONE OPTIONAL: FAX/ E-MAILADDRESS 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 Treasurer Executed on r 0 I L 4 1It, 1 Date Executed on Date Executed on Date By or 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 Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CA.NDICATF Andrea Pease OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) San Luis Obispo City Council RESIDENTIAL/BUSINESSADDRESS (NO.ANDSTREET) CITY STATE ZIP San Luis Obispo, CA 93401 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. CC's MIT-=; NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS AUUKt55 (NU F'.U. BUX) CITY STATE ZIP CODE AREA CODE/PHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURERI CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREACODE/PHONE COVER PAGE - PART 2 Page Z of I ID 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.gov Campaign Disclosure Statement Amounts may be rounded Summary Page to whole dollars. Statement covers period from 9/25/16 SUMMARY PAGE Expenditures Made 6. Payments Made................................................................ 1 � (t7 SEE INSTRUCTIONS ON REVERSE 7. Loans Made....................................................................... Schedule H, Line 3 0 through g .0/22/16 Page of NAME OF FILER 14,728 9. Accrued Expenses (Unpaid Bills) .......................................... Schedule F Line 3 0 �......... I.D. NUMBER Andy Pease for Council 2016 Schedule C, Line 3 0 442 11. TOTAL EXPENDITURES MADE .. ... ................................. 1383366 Contributions Received 15.170 Column A TOTAL Column B Calendar Year Summary for Candidates THIS PERIOD (FROM ATTACHED SCHEDULES) CALENDAR YEAR TOTAL TO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions................................................... Schedule A, Line 3,075 $ $ 14,285 0 2,000 1/1 through 6/30 7/1 to Date 2. Loans Received................................................................ Schedule s, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 3,075 $ $ 16,285 20. Contributions Received $ _ $ .. 4. Nonmonetary Contributions ............................................ Schedule C, Line 3 0 442 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED .................................... Add Lines 3 + 4 075 $ 3, $ 16,27 Made $ $ Expenditures Made 6. Payments Made................................................................ Schedule E, Line 4 $ 7.541 $ 14,728 7. Loans Made....................................................................... Schedule H, Line 3 0 0 8. SUBTOTAL CASH PAYMENTS .......................................... Add Lines 6 + 7 $ 7,541 $ 14,728 9. Accrued Expenses (Unpaid Bills) .......................................... Schedule F Line 3 0 �......... 0 10. Nonmonetary Adjustment......................................................... Schedule C, Line 3 0 442 11. TOTAL EXPENDITURES MADE .. ... ................................. Add Lines 8 + 9 + 10 $ 7,541 $ 15.170 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. 17. LOAN GUARANTEES RECEIVED_ ............................. 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 B above $ 6,023 3,075 0 7,541 1,557 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). 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) I / $ 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 Monetary Contributions Received SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. SCHEDULE A Statement covers period 9/25/16CALIFORNIA • from FORM through 10/22/16 Page of I NAME OF FILER I.D. NUMBER Andy Pease for Council 2016 1383366 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED (IF COMMITTEE, ALSO ENTER I.D- 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) JZI IND John Alongi ❑❑ CO Retired 10/4/16 50 50 San Luis Obispo, CA 93401 ❑ PTY -i ❑ SCC IND 9/27/16 Ronald Yukelson El COM Hospital Administrator 100 100 ❑ OTH Sierra Vista Regional San Luis Obispo, CA 93401 ❑ PTY Medical Center ❑ SCC IND 10/11/16 Lanyce Mills ❑ COM Retired 100 100 ❑OTH San Luis Obispo, CA 93405 ❑ PTY ❑ SCC IND Joseph Schwartz Physician 10/4/161750 ❑ OTH Central Coast Psychiatric 100 100 San Luis Obispo, CA 93401 ❑ PTY ❑ ScC IND ._.._...... . Vesna Dean ❑ COM Homemaker 10/22/16 Q OTH 300 300 Torrance, CA 90505 ❑ PTY ❑ SCC SUBTOTAL$ 650 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 $ 2,850 225 '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 3,075 1 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 9/25/16 FORM through 10/22/16 page S of f NAME OF FILER I.D. NUMBER Andy Pease for Council 2016 1383366 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE * OCCUPATION AND EMPLOYER RECEIVED THIS CALENDAR YEAR TO DATE (IF SELF-EMPLOYED, ENTER NAME PERIODJAN. 1 - DEC. 31 OF BUSINESS) ( ) (IF REQUIRED) Patricia Soulliere ® IND Retired 10/21/16 El COM ElOOTH 300 300 OTH Los Osos, CA 93402 ❑ PTY ❑ SCC 9/30/16 David Cox ®ICOM ND Public Relations/ El Marketing San Luis Obispo, CA 93405 ❑ OTH 9 200 200 p ❑ PTY Barnett Cox &Assoc ❑ SCC ........... Kerry Taylor ® IND Retired 10/11/16 El COM 250 300 ❑ OTH San Luis Obispo, CA 93405 ❑ PTY ❑ scC Kent Taylor Q IND Retired 10/21/16 ElcoM 50 200 ❑ OTH San Luis Obispo, CA 93405 ❑ PTY _ ❑ SCC Kyle Wiens ® IND Entreprenuer 9/27/16 ❑ COM iFixit 300 300 E] OTH San Luis Obispo, CA 93401 ❑ PTY { ❑ SCC I SUBTOTAL$ 1,100 *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 CALIFORNIA A from 9/25/16 FORM of through 1.0/22/16.Page NAME OF FILER I.D. NUMBER Andy Pease for Council 2016 1383366 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 AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) i ® IND Glenn Oelker ❑ COM Retired 10/08/16 ❑ OTH 100 100 Cayucos, CA 93430 ❑ PTY SLO County Democratic Party ❑ SCC El IND El COM 10/04/16 ❑ OTH 250 250 Sacramento, CA 95841 ® PTY ❑ ScC ® IND COM10/8/16 El Real Estate Broker Chris Richardson OTH ❑ OTH Richardson Properties 300 300 San Luis Obispo, CA 93401 ❑ PTY ❑ SCC ❑ IND Plumbers & Steamfitters/403 QCOM 10/11/163710 El OTH 250 250 San Luis Obispo, CA 93401 ❑ PTY ........ ..... ❑ ScC ® IND 10/12/16 Robert Hunt Retired El COM 100 300❑ OTH Madison, AL 35758 ❑ PTY ❑ SCC SUBTOTAL $ 1,000 I f *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 _ 9/25/16 —. • - ID 1 of I through 10/22/.16page NAME OF FILER I. L). N.iMBER Andy Pease for Council 2016 1383366 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED (IF COMMITTEE, ALSO ENTER LD NUMBER)CODE * OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER NAME RECEIVED THIS CALENDAR YEAR TO DATE [ OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED ) IND James Smith COM Mortgage Banker 10/17/16 ❑ OTH RPM Mortgage 100 100 San Luis Obispo, CA 93405 ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL$ 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 J 100 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Amnionfc m • K^ .n„nA^A SCHEDULE B - PART 1 Jcneume CS — rarL -i to whole dollars. Statement covers period Loans Received CALIFORNIA, , from 9/25/16 • - 8 t 10/22/16 SEE INSTRUCTIONS ON REVERSE through Page Of NAME OF FILER I.D. NUMBER Andy Pease for Council 2016 1383366 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER OUTSTANDING (D) AMOUNT (c) AMOUNT PAID (d) OUTSTANDING (e) INTEREST Irk ORIGINAL g CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS OR FORGIVEN BALANCE AT CLOPERIOD HIS PAID THIS AMOUNT OF CONTRIBUTIONS NAME OF BUSINESS) PERIOD PERIOD THIS PERIOD * E] PAID PERIOD LOAN TO DATE Andrea Pease Architect CALENDAR YEAR 2410 Leona Ave. In Balance Green $ $ 2.000 0 , $ 2.000 $ 2,000 ❑ FORGIVEN PER ELECTION** San Luis Obispo, CA 93401 Consulting RATE $ 2,000 s 0 $ 1 $ 3/11/16 t IZ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ... DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR $ $ % $ $ ❑ FORGIVEN PER ELECTION** RATE t ❑ IND COM El OTH [_1 PTY [_1 SCC $ $ $ $ DATE INCURRED $ DATE DUE ❑ PAID CALENDAR YEAR $ 5 % $ $ FORGIVEN E] FORGIVEN PER ELECTION** 1❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED SUBTOTALS $ 0 $ 0 $ 2,000 $ 0 Schedule B Summary 1. Loans received this period....................................................................................................................$ n (Total Column (b) plus unitemized loans of less than $100.) 2. Loans paid or forgiven this period.........................................................................................................$ n (Total Column (c) plus loans under $100 paid or forgiven.) (Include loans paid by a third party that are also itemized on Schedule A.) 3. Net change this period. (Subtract Line 2 from Line 1.)............................................................. NET $ n Enter the net here and on the Summary Page, Column A, Line 2. (May be a negative number) *Amounts forgiven or paid by another party also must be reported on Schedule A. ** If required. krrner m on Schedule E. Line 3) tContributor 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 ........... NAME OF FILER Andy Pease for Council 2016 Amounts may be rounded to whole dollars. Statement covers period from 9/25/16 through — ..10/22/16 SCHEDULE E Page q of I0 1383366 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) Coastal Reprographics San Luis Obispo, CA 93401 Poor Richards Press San Luis Obispo, CA 93401 Andy Pease San Luis Obispo, CA 93401 CODE OR DESCRIPTION OF PAYMENT CMP LIT CMP AMOUNT PAID 183 6,174 82 Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 6,439 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.)..... ...................... TOTAL $ 7,487 54 0 7,541 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 NAME OF FILER Andy Pease for Council 2016 Amounts may be rounded to whole dollars. Statement covers period from 9/25/16 through 10/22/16 SCHEDULE E (CONT.) Page < C> of—i D I.D. NUMBER 1383366 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 Chamber of Commerce San Luis Obispo, CA 93401 CMP San Luis Obispo Tribune San Luis Obispo, CA 93401 PRT Stripe * Payments that are contributions or independent expenditures must also be summarized on Schedule D. Merchant fees SUBTOTAL$ 75 M. 83 1,048 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov