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Houston, T. Gabe - 2010 FPPC Campaign Disclosure Forms for 2 (2)
Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Amounts may be rounded Statement covers period ® - Summary page to whole dollars. from 10/17/2010 SEE INSTRUCTIONS ON REVERSE through 12/31/2010 Page 3 of 6 NAME OF FILER I.D. NUMBER Gabe Houston for City Attorney 2010 Contributions Received Column Column B Calendar Year Summary for Candidates TATTACHIS PERIOD CALENDAR YEAR Running in Both the State Prima and (FROM ATTACHED SCHEDULES) TOTALTO DATE g Primary General Elections 1. Monetary Contributions ........................................... Schedule A,Line 3 $ 0.00 $ 5,210.00 1/1 through 6/30 7/1 to Date 2. Loans Received ...................................................... Schedule e,Line 3 0.00 0.00 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1+2 $ 0.00 $ 5,210.00 20. Contributions Received $ $ 4. Nonmonetary Contributions.................................... Schedule C,Line 3 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3+4 $ 0.00 $ 5,210.00 Made $ $ Expenditures Dade Expenditure Limit Summary for State 6. Payments Made....................................................... schedule E,Line 4 $ 1,857.37 $ 5,210.00 Candidates 7. Loans Made............................................................. Schedule t1,Line 3 0.00 0.00 22. Cumulative Expenditures Made* 8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ 1,857.37 $ 5,210.00 (If Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills)...............................schedule F Line 3 -1,534.00 0.00 Date of Election Total to Date 10.Nonmonetary Adjustment ..........................................ScheduleC,Line 0.00 0.00 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+s+10 $ 323.37 $ 5,210.00 � � $ Current Cash Statement $ 12.Beginning Cash Balance....................... Previous summary Page,Line 16 $ 1,857.37 To calculate Column B,add 13.Cash Receipts ................................................... Column A,Line 3 above 0.00 amounts in Column A to the corresponding amounts *Amounts in this section may be different from amounts 14.Miscellaneous Increases to Cash........................... Schedule 1,Line 4 0,00 from Column B of your last reported in Column B. 15.Cash Payments.................................................. Column A,Line 6 above 1,857.37 report. Some amounts inColumn A may be negative 16.ENDING CASH BALANCE..........Add Lines 12+13+14,then subtract Line 15 $ 0.00 figures that should be subtracted from previous if this is a termination statement, Line 16 must be zero. period amounts. If this is the first report being filed 17. LOAN GUARANTEES RECEIVED ........................... schedule s,Part2 $ 0.00 for this calendar year, only carry over the amounts Cash E uivalents and OutstandingDebts from Lines 2, 7, and 9(if � any). 18. Cash Equivalents........................................ See instructions on reverse $ 0.00 19. Outstanding Debts......................... Add Line 2+Line s in Column a above $ 0.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(8661275-3772) Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Amounts may be rounded Statement covers period ®- Summai'y gage to whole dollars. / � from 01/01/2010 ® - SEE INSTRUCTIONS ON REVERSE through 09/30/2010 Page 3 of 9 NAME OF FILER I.D. NUMBER Gabe Houston for City Attorney 2010 Contributions Received Column A Column B Calendar Year Summary for Candidates TOTALTHISPERIOD CALENDARYEAR Running in Both the State Prima and (FROM ATTACHED SCHEDULES) - TOTALTO DATE g Primary . General Elections 1. Monetary Contributions ........................................... Schedule A,Line $ 4,210.00 $ 4,210.00 1/1 through 6/30 7/1 to Date 2. Loans Received ...................................................... Schedule e,Line 3 0.00 0.00 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1+2 $ 4,210.00 $ 4,210.00 20. Contributions Received $ $ 4. Nonmonetary Contributions.................................... Schedule C,Line 3 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3+4 $ 4,210.00 $ 4,210.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made....................................................... Schedule E,Line 4 $ 2,074.88 $ 2,074.88 Candidates 7. Loans Made............................................................. schedule H,Line 3 0.00 0.00 22. Cumulative Expenditures Made* 8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ 2,074.88 $ 2,074.88 (tr Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) ...............................schedule F Line 3 2,534.00 2,534.00 Date of Election Total to Date 10. Nonmonetary Adjustment ..........................................schedule c,Line 3 0.00 0.00 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+s+10. $ 4,608.88 $ 4,608.88 $ Current Cash Statement $ 12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ 0.00 To calculate Column B,add 13.Cash Receipts ................................................... Column A,Line 3 above 4,210.00 amounts in Column A to the corresponding amounts *Amounts in this section may be different from amounts 14. Miscellaneous Increases to Cash........................... Schedule 1,Line 4 0.00 from Column B of your last reported in Column B. 15. Cash Payments............... 2,074.88 report. Some amounts in Column A,Line 6 above Column A may be negative 16. ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ 2,135.12 figures that Should be "subtracted from previous If this is.a termination statement, Line 16 must be zero. period amounts. If this is the first report being filed 17. LOAN GUARANTEES RECEIVED........................... schedule B,Pan 2 $ 0.00 for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts any).Lines 2,7, and 9(if 18. Cash Equivalents........................................ See instructions on reverse $ 0.00 19. Outstanding Debts......................... Add Line 2+Line 9 in Column a above $ 2,534.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(8661276-3772) Lugar, Robin From: Lu0ar, Robin Sant: Wednesday, October 27. 20184:43PKX To: 'RayLyoa@�ao.00m' Co: Flynn, Joan Subject: Request for Amendments to O'Connell, Harper, De|g|wiza undl�uuah�� Pre-election Statements (7/1/10to9/30/10) Attachments: FPPC Returned Contribution Raporting.pdf HiLysa, We took your advice and contacted Dixie Howard at the FPPC to inquire about reporting a "name of business" on the 4SO Schedule "4yform. Joan and I spoke with Dixie yesterday afternoon by phone, and she concurred that filers must provide a business name if the contributor code and accompanying box is marked IND and "self.' |n regard toreporting returned contributions, Dixie stated that reporting a negative number on Schedule "A" is acceptable as long as the figure meets criteria identified on page G-Dnf Manual I (see attached). Therefore, our October 2O request to include anarne of business in sections ofpre-election statements for O'[onneU, Harper and De|g|eize remains. in addition, please file an amendment to correct a similar error found on Gabe Houskon'sfirt pre-election statement (01-01-I0tu 9'30-10): Schedule 4, Page 4: Include name of business for Cunningham Thank Robin From: Flynn, loan Sent: Wednesday, October 20, 2010 9:56 PM To: 'RayLysa@aol.com'; Lugar, Robin Cc: 'Barbara@barbara20lO.com' Subject: Re: Request for Amendment to Delgleize Pre-election Statement/(7/1/10 to 9/30.. What s really funny is "that the clerks say the same thing about"". Huntingtontalk directly to Dixie-- I have sat in many of her classes over the /ars, and she knows her stuff. I am taking a few days off(in fact writing this from the motorhome riding down the freeway just outside of Indio)since the period to file as a candidate (write-in)just ended yesterday and with 23 candid/ates, I am burned out(no offense barbara, but election day cannot come soon enough ---well, maybe you feel the same way). Robin, will you try reaching Dixie with the 2 questions- - 1)clarification on the business name for self-employed, and 2)the refunds appearing on schedule A as a negative. Thanks -- if you do not reach them, I will try on Monday. Joan Joan L. Flynn, CIVIC Clerk/ ' ar, Robin — Flynn, Joan; Cc: Barbara ara2010.com �pbarbara2010�om/> Sent: ___ ___ ____ Subject: Re for Amendment to Delgleize Pre-election 5tatement(7/1/1O to 9/30 .. z It is funny because you can call the FPPC and get different answers everytime you call - if you are lucky enough/t e en get an immediate answer. (it is very frustrating) It all depends on how you ask the question and who you ask the question to. I would call Dixie Howard at the FPPC 916-323-6935 to get the best answers. She is awesome if you can get her I believe the way they are reported is correct and I have been thru many audits with refunds reported like this and they were fine and reported correctly. If we put them on E -then the amounts will not be deducted off the donors total amounts nor the total contributions received for the election. Therefore not giving the public full knowledge on donation amounts. Also Sched E is for expenditures for goods or services I would argue that a refund of a contribution is neither of those. I can change it if you like but it is not done that way anywhere else in the entire state. I will wait to hear back on this from you and then change all the Self's to the persons narn I hope I do not sound cranky- I am not at all -just exhausted...just finished my last of 85 reports due tomorrow, tonight at 8pm. j i Lysa Ray % Lysa Ray Campaign Services 714-540-2295 j 714-540-0901 fax ' www.lysaray.com In a message dated 10120/2010 8:37:06 P.M. Pacific Daylight Time. iflynn ,surfcity-hb.orq writes: Hi Lysa -- I checked with the FPPC today before asking for amendments, and what Robin has told you came directly from the representative on the advice line. If you believe we/are wrong, then we can ask for clarification again. I respect your knowledge as I know you file more reports than I see each year, but again this is how we were trained, and had confirmed today via the phone. j On the self employed line, again the FPPC said the name of the company is required. For example on one candidate's report, Debbie Cook is listed as self employed and her name is listed under that as her business name. The same way with many of the attorneys and doctors. By doing this it is clear that the business name has not been omitted and clarifies the report for the public. Please let Robin know if you want her to call the FPPC or if you plan to call to clarify the refund. / Thanks for your response--Joan Joan L. Flynn, CIVIC / Huntington Beach City Clerk From: RayLysa@aol.com <RayLy"sa@aol.com> To: Lugar, Robin / Cc: Barbara@barbara2010.com <Barbara(cbbarbara201O.com>• Flynn Joan Sent: Wed Oct 20 20:09:37/2010 Subject: Re: Request for:Amendment to Delgleize Pre-election Statement(7/1/10 to 9/30 Robin, You are incorrect about refunds being shown on sched E they are to be placed as a negative amount on A It is the proper way,to report them as then the final column shows the correct amount for the election cycle. (also I use netfile andthis is state approved software which fully complies with FPPC laws and regualtions) You are welcome to check with the FPPC or the Secretary of state on this issue. JT Development initially gave$400 and 2 Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Amounts may be rounded Statement covers period ® - Summary page to whole dollars. 4Vol from 10/01/2010 SEE INSTRUCTIONS ON REVERSE through 10/16/2010 Page 3 of 7 NAME OF FILER I.D. NUMBER Gabe Houston for City Attorney 2010 Column Column Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD CALENDARYEAR Running in Both the State Prima and (FROMATTACHED SCHEDULES) TOTALTODATE g Primary General Elections 1. Monetary Contributions ........................................... Schedule A,Line 3 $ 1,000.00 $ 5,210.00 2. Loans Received ...................................................... Schedule B,Line 3. 0.00 0.00 1/1 through 6/30 7/1 to Date 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1+2 $ 1,000.00 $ 5,210.00 20. Contributions Received $ $ 4. Nonmonetary Contributions.................................... Schedule C,Line 3 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED •..........................AddLines3+4 $ 1,000.00 $ 5,210.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made....................................................... Schedule E,Line 4 $ 1,277.75 $ 3,352.63 Candidates 7. Loans Made............................................................. Schedule H,Line 3 0.00 0.00 22. Cumulative Expenditures Made* 8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ 1,277.75 $ 31352.63 (if Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) ...............................Schedule F Line 3 -1,000.00 1,534.00 Date of Election Total to Date 10. Nonmonetary Adjustment ..........................................ScheduleC,Line 0.00 0.00 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+s+10 $ 277.75 $ 4,886.63 �J� $ Current Cash Statement J--/ $ 12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ 2,135.12 To calculate Column B,add 13.Cash Receipts ................................................... Column A,Line 3 above 1,000.00 amounts in Column A to the corresponding amounts *Amounts in this section may be different from amounts 14.Miscellaneous Increases to Cash........................... Schedule 1,Line 4 0.00 from Column B of your last reported in Column B. 15.Cash Payments.................................................. column A,Line a above 1,277.75 report. Some amounts inColumn A may be negative 16. ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ 1,857.37 figures that should be subtracted from previous If this is a termination statement, Line 16 must be zero. period amounts. If this is the first report being filed 17. LOAN GUARANTEES RECEIVED .................... 0.00 for this calendar year, only Schedule e,Part 2 $ carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2,7, ands(if v). 18. Cash Equivalents........................................ See instructions on reverse $ 0.00 19. Outstanding Debts......................... Add Line 2+Line s in Column B above $ 1,534.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(8661276-3772) Type or print in ink. SUMMARY PAGE Campaign Disclosure Statement Amounts may be rounded Statement covers period © - Summary Page to whole dollars. from 01/01/2010 � 0 . � SEE INSTRUCTIONS ON REVERSE through 09/30/2010 Page 3 of 9 NAME OF FILER I.D. NUMBER Gabe Houston for City Attorney 2010 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHIS PERIOD CALENDARYEAR Running in Both the State Prima and (FROM ATTACHED SCHEDULES) TOTALTODATE 9 Primary General Elections 1. Monetary Contributions ........................................... Schedule A,Line 3 $ 4,210.00 $ 4,210.00 1/1 through 6/30 7/1 to Date 2. Loans Received ...................................................... Schedule e,Line 3 0.00 0.00 00.210, 4,210.00 20. Contributions 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1+2 $ 4 $ Received $ $ 4. Nonmonetary Contributions.................................... Schedule C,Line 3 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3+4 $ 4,210.00 $ 4,210.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made....................................................... Schedule E,Line 4 $ 2,074.88 $ 2,074.88 Candidates 7. Loans Made............................................................. Schedule H,Line 3 0.00 0.00 22. Cumulative Expenditures Made* 8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ 2,074.88 $ 2,074.88 (I(Subjectto Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) ...............................Schedule F Line 3 2,534.00 2.534.00 Date of Election Total to Date 10.Nonmonetary Adjustment ..........................................Schedule c,Line 3 0.00 0.00 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+9+10 $ 4,608.88 $ 4,608.88 �J J $ Current Cash Statement --�� $ 12. Beginning Cash Balance....................... Previous summary Page,Line 16 $ 0.00 To calculate Column B,add 13. Cash Receipts ................................................... Column A,Line 3 above 4,210.00 amounts in Column A to the corresponding amounts *Amounts in this section may be different from amounts 14. Miscellaneous Increases to Cash........................... Schedule f,Line 4 0.00 1from Column B of your last reported in Column B. 15. Cash Payments.................................................. Column A,line a above 2,074.88 report. Some amounts inColumn A may be negative 16. ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ 2,13S.12 figures that should be subtracted from previous If this is a termination statement, Line 16 must be zero. period amounts. If this is the first report being filed 17. LOAN GUARANTEES RECEIVED ........................... Schedule e,Part 2 $ 0.00 for this calendar year, only carry over the amounts Equivalents and Outstanding Debts from Lines 2, 7, and 9(if Cash E q g any). 18. Cash Equivalents....................... o.00 ................. See instructions on reverse $ 19. Outstanding Debts......................... Add Line 2+Line 9 in Column B above $ 2,534,00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:8661ASK-FPPC(866/275-3772) 'Statement of Organization STATEMENT OF ORGANIZATION Recipient Committee FORK 410i ON REVERSE 3 of 3 COMMITTEE NAME I.D.NUMBER Gabe Houston for City Attorney 2010 4.Type of Committee (Continued) •• . Wt M I Not formed to support or oppose specific candidates or measures in a single election. Check only one box: CITYCommittee n COUNTYCommittee ❑STATECommittee PROVIDE BRIEF DESCRIPTION OF ACTIVITY •• •• • List additional sponsors on an attachment. NAME OF SPONSOR INDUSTRY GROUP OR AFFILIATION OF SPONSOR STREET ADDRESS NO.AND STREET CITY STATE ZIP CODE J�J Check box and provide the date this committee qualified as a small contributor committee. If the committee qualified as a small Date qualified contributor committee on January 1,2001,enter 1/1/01. 5.Termination RequirementS By signing the verification,the treasurer,assistant treasurer and/or candidate,officeholder,or proponent certify that all of the following conditions have been met: • This committee has ceased to receive contributions and make expenditures; • This committee does not anticipate receiving contributions or making expenditures in the future; • This committee has eliminated or has no intention or ability to discharge all debts, loans received, and other obligations; • This committee has no surplus funds; and • This committee has filed all campaign statements required by the Political Reform Act disclosing all reportable transactions. -- There are restrictions on the disposition of surplus campaign funds held by elected officers who are leaving office and by defeated candidates. Refer to Government Code Section 89519. -- Additional filing obligations will be incurred if, after terminating, the committee receives or spends any funds, or receives the forgiveness of a loan, repayments of loans made to others, or any other receipts. FPPC Form 410(June/09) www.netfile.com FPPC Toll-Free Helpline:866/ASK-FPPC Statement of Organization STATEMENT OF ORGANIZATION Recipient Committee a 1 s INSTRUCTIONS ON REVERSE 2 of 3 COMMITTEE NAME I D NUMBER Gabe Houston for City Attorney 2010 4 Type of Committee Complete the applicable sections • List the name of each controlling officeholder candidate or state measure proponent If candidate or officeholder controlled also list the elective office sought or held and district number if any and the year of the election • List the political party with which each officeholder or candidate is affiliated or check non partisan • If this committee acts jointly with another controlled committee list the name and identification number of the other controlled committee OR NAME OF CANDIDATE/OFFICEHOLDER/STATE MEASURE PROPONENT ELECTIVE OFFICE SOUGHT AP HELD (INCLUDE DISTRICT NUMBER IF APPLICABLE) YEAR OF ELECTION PARTY City Attorney ❑x Non Partisan Gabe Houston Huntington Beach 2010 ❑ Non Partisan • List the financial institution where the campaign bank account is located(controlled candidate election committees only) NAME OF FINANCIAL INSTITUTION AREACODE/PHONE BANK ACCOUNT NUMBER ADDRESS CITY STATE ZIP CODE Primarily formed to support or oppose specific candidates or measures in a single election List below CANDIDATE(S)NAME OR MEASURE(S)FULL TITLE(INCLUDE BALLOT NO OR LETTER) CANDIDATE(S)OFFICE SOUGHTOR HELD OR MEASURE(S)JURISDICTION (INCLUDE DISTRICT NO CITY OR COUNTY AS APPLICABLE) CHECK ONE SUPPORT OPPOSE SUPPORT OPPOSE FPPC Form 410(June/09) www neffile com FPPC Toll Free Heipline 866/ASK FPPC ' Statement of Organization STATEMENT OF ORGANIZATION Recipient Committee �CALIF• 1 e INSTRUCTIONS ON REVERSE 3 of 3 COMMITTEE NAME I D NUMBER Gabe Houston for , ty Attorney 2010 4 Type of Committee (Continued) Not formed to support or oppose specific candidates or measures In a single election Check only one box ❑CITYCommittee ❑ COUNTYCommittee ❑STATECommittee PROVIDE BRIEF DESCRIPTION OF ACTIVITY List additional sponsors on an attachment NAME OF SPONSOR INDUSTRY GROUP OR AFFILIATION OF SPONSOR STREET ADDRESS NO AND STREET CITY STATE ZIP CODE ❑ �� Check box and provide the date this committee qualified as a small contributor committee If the committee qualified as a small Date qualified contributor committee on January1 2001 enterl/l/01 5 Termination Requirements By signing the verification thetreasurer assistant treasurer and/or candidate officeholder or proponent certify that all ofthe following conditions have been met This committee has ceased to receive contributions and make expenditures This committee does not anticipate receiving contributions or making expenditures in the future This committee has eliminated or has no intention or ability to discharge all debts loans received and other obligations This committee has no surplus funds and This committee has filed all campaign statements required by the Political Reform Act disclosing all reportable transactions There are restrictions on the disposition of surplus campaign funds held by elected officers who are leaving office and by defeated candidates Refer to Government Code Section 89519 Additional filing obligations will be incurred if after terminating the committee receives or spends any funds or receives the forgiveness of a loan repayments of loans made to others or any other receipts FPPC Form 410(June/09) www netrile com FPPC Toll Free Helpline 866/ASK FPPC