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Home My WebLink AboutHarmon, Heidi - Form 460- 10-23-2016 - 12-31-2016 - Semi-annualRecipient Committee Date Stam COVER PAGE Campaign Statement p e' ' ■ Cover Page from Statement covers period 10/23/2016 SEE INSTRUCTIONS ON REVERSE I through 12/31/2016 1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4. Officeholder, Candidate Controlled Committee ❑ Primarily Formed Ballot Measure O State Candidate Election Committee Committee Q Recall O Controlled (Also Complete Part 5) O Sponsored (Also Complete Part 6) ❑ General Purpose Committee O Sponsored O Small Contributor Committee O Political Party/Central Committee 3. Committee Information Heidi Harmon for Mayor 2016 ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 1) I.D. NUMBER STREETADDRESS (NO P.O BOX) CITY STATE ZIP CODE AREACODE/PHONE San Luis Obispo CA MAILING ADDRESS (IF DIFFERENT) NO :.'.D STREET OR P.O. BOX CIN STATE ZIP CODE AREACODE/PHONE OPTIONAL: FAX/ E-MAILADDRESS Date of election if applica e: RECEIVED Page 1 of (Month, Day, Year) For Official use 11/08/2016 LC CIN CLERK 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) u Treasurer(s) NAME OF TREASURER Nicholas Andre MAILING ADDRESS CITY STATE ZIP CODE AREACODE/PHONE San Luis Obispo CA NAME OF ASSISTANT TREASURER, IFANY Heidi Harmon MAILING ADDRESS CITY STATE ZIP CODE AREACODE/PHONE San Luis Obispo CA OPTIONAL: FAX/ 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 information containe t Ind in the attached schedules is true and complete. I By By Signature of Controlling Officattotder, 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 Heidi Harmon OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IFAPPLICABLE) Mayor of the City of San Luis Obispo RES IDENTIALIBUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP San Luis Obispo CA 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 I.D. NUMBER NAME OF TREASURERCONTROLLED COMMITTEE? I❑ YES ❑ NO COMM (NO P.O. BOX) CITY STATE. ZIP CODE AREA CODEiPHONE COMMITTEE NAME NAME OF TREASU ADDRESS (NO P.O. I.D. NUMBER ❑ YES ❑ NO CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 Page 2 of 11 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTERI JURISDICTION SUPPORT 1 ❑ OPPOSE Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR DISTRICT NO. IF ANY 7. Primarily Formed CandidatelOfficeholder Committee i-istnames of officeholder(s) or candidatefs) 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. SEE INSTRUCTIONS ON REVERSE NAME OF FILER Heidi Harmon for Mayor 2016 Contributions Received 1. Monetary Contributions . ................... ................... .............. Schedule A, Line 3 $ 2. Loans Received .................. ................................. :........... Schedule e, Line 3 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Add Lines 1 +2 $ 4. Nonmonetary Contributions—.... ............ .... Schedule C, Line 3 5. TOTAL CONTRIBUTIONS RECEIVED....................................Add Lines 3+4 $ Statement covers period from „ 10/23/2016 through 12/31/2016 Column A Column B TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) CALENDAR YEAR TOTAL TO DATE 3,618.00 $ 17,810.00 -1,000 0 2,618.00 17,810.00 $ 3,386.59 3,445.27 6,004.59 $ 21,255.27 Expenditures Made 6. Payments Made................................................................ Schedule E, Line 4 $ 7,304.96 7. Loans Made...............................................:...:................... Schedule H, Line 3 0 8. SUBTOTAL CASH PAYMENTS...........,... ..................... . Add Lines 6+7 $ 7,304.96 9. Accrued Expenses (Unpaid Bills) ............... Schedule F Line 3 -1345.59 10. Nonmonetary Adjustment.......................::......:...:..................... schedule c, Line 3 3,386.59 11. TOTAL EXPENDITURES MADE ............... :....................... Add Lines 8+9+10 $ 9,345.96 Current Cash Statement 12. Beginning Cash Balance .......................... Previous Summary Page, Line 16 $ 5,075.10 13. Cash Receipts ....... Column A, Line 3 above 2,618.00 14. Miscellaneous Increases to Cash .......... :..:.................... Schedule t, Line 4 0 15. Cash Payments ............... .... Column A, Line 8 above 7,304.96 16. ENDING CASH BALANCE ...............Add Lines f2 + 13 + 14, then subtract Line 15 $ 388.14 If this is a termination statement, Line 16 must be zero. 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 9 in Column B above $ 0.. $ 16,421.86 0 $ 16,421.86 86.90 3445.27 $ 19,954.03 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). SUMMARY PAGE Page 3 of 11 11388334 Calendar Year Summary for Candidates Running in Both the State Primary and General Elections 1/1 through 6/30 7/1 to Date 20. Contributions Received $ $ 21. Expenditures Made $ $ Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made* (if Subject to Voluntary Expenditure Urnit) 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 Monetary Contributions Received Lo whole wears. Statement covers period CALIFORNIA 460, 10/23/2016 from FORM 12/31/2016 4 11 SEE INSTRUCTIONS ON REVERSE through Page of NAME OF FILER I.D. NUMBER Heidi Harmon for Mayor 2016 1388334 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR IF 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) ❑ IND SEE ATTACHMENT ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ Schedule A Summary 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 $ 2,952.00 666.00 3,618.00 *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 A (Continuation Sheet) Monetary Contributions Received Name of Filer: Heidi Harmon for Mayor 2016 Statement Covers 10/23/16 -12131/16 California Form 460 Page 5 of 1# )f ID #1388334 Date Received First Name Last Name IND Retired 100 100 100 Subtotal 52,952.00 SCHEDULE B - PART 1 Schedule — a to whole dolars. Statement coversperiod Loans Received 10/23/2016 - from SEE INSTRUCTIONS ON REVERSE through 12/31/2016 page 6 of 11 NAME OF FILER I D. NUMBER Heidi Harmon for Mayor 2016 1388334 FULL NAME, STREETADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER OUTSTANDING AMOUNT (�) AMOUNT PAID OUTSTANDING INTEREST ORIGINAL CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS OR FORGIVEN BALANCE AT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS NAME OF BUSINESS) PERIOD PERIOD :, THIS PERIOD PERIOD PERIOD LOAN TO DATE Heidi Harmon Office Manager, L.M. PAID CALENDARYEAR Brooks Consulting $ 1,000 $ 0 0 $ 1,000 $ ❑ FORGIVEN PER ELECTION** San Luis Obispo, CA 93401 RATE 1,000 $ 0 $ $ $ $ DATE DUE DATE INCURRED t IND ❑COM ❑ OTH ❑ PTY ❑ SCC ❑ PAID - CALENDAR YEAR ❑ FORGIVEN PER ELECTION** I RATE t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ $ $ $ DATE DUE DATE INCURRED ❑ PAID CALENDAR YEAR ❑ FORGIVEN PER ELECTION*" RATE t ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC $ $ $ $ DATE INCURRED $ DATE DUE SUBTOTALS $ 0$ 1,000 $ 0 $ 0 Schedule B Summary 1. Loans received this period.......................................................... —....... ..................... ........................... $ n (Total Column (b) plus unitemized loans of less than $100.) 2. Loans paid or forgiven this period.........................................................................................................$ 1,onn (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 $ -1 nnn Enter the net here and on the Summary Page, Column A, Line 2. (May be a negative number) ., 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 *Amounts forgiven or paid by another party also must be reported on Schedule A. FPPC Form 460 (Jan/2016) *" If required. FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule C Amounts may be rounded 6 ...{ i.. ,.,.ii__.. SCHEDULE C Nonmonetary Contributions Received Statement covers period from 10/23/2016 I SEE INSTRUCTIONS ON REVERSE through 12/31 /2016 Page 7 of 11 NAME OF FILER I.D. NUMBER Heidi Harmon for Mayor 2016 1388334 DATE FULL NAME, STREET ADDRESS AND CONTRIBUTOR IF AN INDIVIDUAL, ENTER DESCRIPTION OF AMOUNT/ CUMULATIVE TO DATE PER ELECTION RECEIVED ZIP CODE OF CONTRIBUTOR CODE * OCCUPATION AND EMPLOYER (IF SELF-EMPLOYED, ENTER GOODS OR SERVICES FAIR MARKET CALENDAR YEAR TO DATE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) NAME OF BUSINESS) VALUE (JAN 1 - DEC 31) IF REQUIRED ( ) El IND SEE ATTACHMENT ❑COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ Schedule C Summary Amount received this period — itemized nonmonetary contributions. (Include all Schedule C subtotals.) .....$ 2.842,50 2. Amount received this period — unitemized nonmonetary contributions of less than $100 ..................................$ 544.00 3. Total nonmonetary contributions received this period. (Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.).....................TOTAL $ 3,386.59 FPPC Advice `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) advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule C (Continuation Sheet( Nonmonetary Contributions Received of Filer: Heidi Harmon for Mayor 2016 Name Statement Covers 10123116 -12/31 16 California Form 460 Page 8 ofAM It ID #1388334 Date Aaralved First Name Last Name DTH Appetizers 100 10011 100 ISubtetal 52 aa2_sn Schedule E Payments Made SEE INSTRUCTIONS ON REVERSE Amounts may be rounded to whole dollars. Statement covers period from 10/23/2016 through 12/31/2016 SCHEDULE E Page 9 of 11 Heidi Harmon for Mayor 2016 1388334 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphemalia/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 Mailchimp WEB 100.00 Atlanta, GA New Times PRT 1080.00 San Luis Obispo, CA Kathie Walker (Reimburse Costco, SLO) WEB 528.48 San Luis Obispo, CA * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 1,708.48 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.) .................... $ 7,006.21 2. Unitemized payments made this period of under $100 .................................... 298.75 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 $ 7,304.96 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 Heidi Harmon for Mayor 2016 Amounts may be rounded to whole dollars. Statement covers peI from 10/23/2016 through 12/31/2016 SCHEDULE E (CONT.) Page 10 of 11 I.D. NUMBER 1388334 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 Revolution Messaging WEB 1,855.81 Washington, DC i Facebook WEB 1,680.90 Menlo Park, CA Google WEB 1,242.02 Mountain View, CA, NationBuilder WEB 119.00 Los Angeles, CA Steynberg Gallery MTG 400.00 San Luis Obispo, CA " Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 5,297.73 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule F Amounts may be rounded Accrued Expenses (Unpaid Bills) to whole dollars. SEE INSTRUCTIONS ON REVERSE NAME OF FILER Heidi Harmon for Mayor 2016 SCHEDULE F Statement covers period CALIFORNIA • ' from 10/23/2016 FORM through 12/31/2016 11 11 Page of I.D. NUMBER 1388334 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphemalia/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 (intemet, e-mail) NAME AND ADDRESS OF CREDITOR (IF COMMITTEE, ALSO ENTER I D NUMBER) CODE OR DESCRIPTION OF PAYMENT (a) (b) OUTSTANDING AMOUNT INCURRED (c) AMOUNT PAID (d) OUTSTANDING BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD New Times 1010 Marsh St. PRT 1080.00 0 1080.00 0 San Luis Obispo, CA 93401 Facebook ' 1 Hacker Way WEB 50.11 0 50.11 0 Menlo Park, CA 94025 i Kathie Walker (Reimburse Costco, SLO) 1269 Fredericks FND 215.48 0 215.48 0 San Luis Obispo, CA 93405 * Payments that are contributions or independent expenditures must also be SUBTOTALS $ summarized on Schedule D. 1345.59 $ 0 $ 1345.59 $ 0 Schedule F Summary 1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for accrued expenses of $100 or more, plus total unitemized accrued expenses under $100.) ..............................................INCURRED TOTALS $ 2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under $100.).. ............................. PAID TOTALS $ 1345.59 Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and on the Summary Page, Column A, Line 9.)................................................................. NET $ -1345.59 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov