HomeMy WebLinkAbout2014-10-18 Form 460 - HarnikRecipient Committee
Campaign Statement
Cover Page
(Government Code Sections 84200-84216.5)
SEE INSTRUCTIONS ON REVERSE
Type or print in ink.
i
CIT Y
PAL
Statement covers period Date of election if applicable:
from 10/01/2014 (Month, Day, Yea2014 0
through
10/18/2014 1 11/04/2014
Date Stamp
EDEIYED
LERK'S OFFICE
I DESERT. CA
20 PH 3:01
COVER PAGE
Page I of -.S? _
For Official Use Only
1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4.
2. Type of Statement:
® Officeholder, Candidate Controlled Committee
❑ Primarily Formed Ballot Measure
E&+-Preelection Statement
❑ Quarterly Statement
O State Candidate Election Committee
Committee
I { Semi-annual Statement
❑ Special Odd -Year Report
p Recall
Q Controlled
❑ Termination Statement
❑ Supplemental Preelection
(Also Complete Part5)
Q Sponsored
Also file a Form 410 Termination
( )
Statement -Attach Form 495
❑ General Purpose Committee
(Also Complete Part 6)
❑ Amendment (Explain below)
p Sponsored
❑ Primarily Formed Candidate/
Q Small Contributor Committee
Officeholder Committee
Q Political Party/Central Committee
(Also Complete Part7)
3. Committee Information
I.D. NUMBER
1322067
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Re-elect Jan Hamik Palm Desert City Council 2014
STREET ADDRESS (NO P.O. BOX)
CITY STATE ZIP CODE
AREA CODE/PHONE
Palm Desert, CA 92260
(
MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX
Same
CITY STATE ZIP CODE
AREA CODE/PHONE
OPTIONAL: FAX / E-MAIL ADDRESS
Treasurer(s)
NAME OF TREASURER
Dr. William Kroonen
MAILING ADDRESS
CITY
STATE
ZIP CODE
AREA CODE/PHONE
Palm Desert,
CA
92260
(
NAME OF ASSISTANT TREASURER, IF ANY
Elizabeth Lopez
MAILING ADDRESS
CITY
STATE
ZIP CODE
AREA CODE/PHONE
Indio,
CA
92203
(
OPTIONAL: FAX / E-MAIL ADDRESS
4. Verification
{ 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 perjuryunderthe laws of the State of California that the foregoing is true
Responsible Officer of Sponsor
Executed on By
Dale Signature of Controlling Officeholder, Candidate. State Measure Proponent
Executed on By
Date Signature ofContrdlfngOfficeholder, Candidate. State Measure Proponent FPPC Form 460 (January105)
FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275-3772)
State of California
Recipient Committee Type or print in ink. COVER PAGE - PART 2
Campaign Statement CALIFORNIA,
.1
Cover Page —Part 2 FORM
5. Officeholder or Candidate Controlled Committee
NAME OF OFFICEHOLDER OR CANDIDATE
Jan Hamik
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
City Council / City of Palm Desert
RESIDENTIAL(BUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP
Palm Desert, CA 92260
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 I CONTROLLED COMMITTEE?
❑ YES ❑ NO
AUURF-55 (NO P.O. BOX)
CITY STATE ZIP CODE AREA CODEIPHONE
COMMITTEE NAME
I.D. NUMBER
NAME OF TREASURER I CONTROLLED COMMITTEE?
❑ YES ❑ NO
COMMITTEEADDRESS STREET ADDRESS (NO P.O. BOX)
CITY STATE ZIP CODE AREA CODE/PHONE
Page A of
6. Primarily Formed Ballot Measure Committee
NAME OF BALLOT MEASURE
BALLOT NO. OR LETTER I JURISDICTION ElSUPPORT
❑ 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 List names 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 (January/05)
FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275-3772)
State of California
Campaign Disclosure Statement
Summary Page
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
from 10/01/2014
SEE INSTRUCTIONS ON REVERSE
through
NAME OF FILER
J
Re-elect Jan Hamik Palm Desert City Council 2014
Contributions Received
ColumnA
Column
TOTALTHIS PERIOD
(FROMATTACHED SCHEDULES)
CALENDAR YEAR
TOTALTODATE
1. Monetary Contributions ... Schedule A, Line 3
$
1,965.00
$
29,309.00
2. Loans Received...................................................... Schedule A Line 3
00.00
11,798.08
3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1 +2
$
1,965.00
$
41,107.08
4. Nonmonetary Contributions .................................... Schedule C, Line 3
00.00
1,090.00
5. TOTAL CONTRIBUTIONS RECEIVED ........................... Add Lines 3 + 4
$
1,965.00
$
42,197.08
Expenditures Made
6. Payments Made ....................................................... Schedule E, Line 4
$
8,612.50
$
30,795.51
7. Loans Made............................................................. Schedule H Una 3
00.00
00.00
8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6+7
$
8,612.50
$
39,408.01
9. Accrued Expenses (Unpaid Bills) ............................... schedule F Line 3
00.00
00.00
10. Nonmonetary Adjustment .......................................... schedule C, Line 3
00.00
00.00
11. TOTAL EXPENDITURES MADE ................................ Add Lines 8+9+10
$
8,612.50
$
39,408.01
Current Cash Statement
12. Beginning Cash Balance ....................... Previous Summary Page, Line 16 $ 39,091.17
13. Cash Receipts ................................................... Column A, Line 3 above 1,965.00
14. Miscellaneous Increases to Cash ........................... Schedule /, Line 4 00.00
15. Cash Payments .................................................. Column A, Line 8 above 8,612.50
16. ENUNG CASH BALANCE .......... Add lines 12 + 13 + 14, then subtract Line 15 $ 32,443.67
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 $
MCI
11,798.08
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
10/18/2014 Page of
I.D. NUMBER
1322067
Calendar Year Summary for Candidates
Running in Both the State Primary and
General Elections
1/1 through 6/30 711 to Date
20. Contributions
Received $ $
21. Expenditures
Made $ $
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditures Made*
(It Subject to Voluntary Expenditure Limit)
Date of Election Total to Date
(mm/dd/yy)
-_J $
Amounts in this section may be different from amounts
reported in Column B.
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275-3772)
Schedule A
Type or print in Ink.
SCHEDULE A
""'VY"" "'a Yei V'""'Cu
One ryContributionsReceivedto whole dollars.
Statement covers period
CALIFORNIA
from 10/01/2014
FORM•
SEE
through 10/18/2014
INSTRUCTIONS ON REVERSE
Page of
NAME OF FILER
Re-elect Jan Hamik Palm Desert City Council 2014
I.D. NUMBER
1322067
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
OF BUSINESS)
PERIOD
(JAN. 1 - DEC. 31)
(IF REQUIRED)
Michael A. Peroni
®IND
❑COM
Consultant
10/8/2014
❑ PTY
❑SCC
Mark Bragg
RIND
❑COM
Investor
10/9/2014
❑ PTY
❑SCC
10/11/14
Frank Harrison
❑OTH
General Air Conditioning
❑PTY
& Heating
[-]SCC
10/11/14
Joe Pradetto
❑OTH
County of Riverside
100.00
100.00
❑ PTY
[]SCC
John Wessman
RIND
President
10/11/14
❑ PTY
❑SCC
SUBTOTAL $ 1,300 00
5chedule 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 $
1,720.00
245.00
1,965.00
*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 (January/05)
FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772)
Schedule A (Continuation Sheet)
Monetary Contributions Received
Type or print In ink.
Amounts may be rounded
to whole dollars.
Re-elect Jan Hamik Palm Desert City Council 2014
1
DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IF AN INDIVIDUAL, ENTER
RECEIVED OF COMMITTEE, ALSO ENTER I.D. NUMBER) OCCUPATION AND EMPLOYER
CODE *
(IF SELF-EMPLOYED, ENTER NAME
OF BUSINESS)
Bud Johnson
01ND
Owner
10/11/2014
❑ PTY
❑SCC
Betty Baxter
01ND
Self Employed
10/11/14
❑OTH
❑ PTY
❑ SCC
Sandra Hardin
®IND
Owner
10/11/14
❑OTH
❑ PTY
[]SCC
Brian Ward
01ND
Retired
10/11/14
❑OTH
❑ PTY
❑ SCC
❑ IND
[3Com
❑ OTH
❑ PTY
❑ SCC
SUBTOTALS
'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
Statement covers period
from 10/01 /2014
through
10/18/2014
SCHEDULE A (CONT.)
Page 5 of
1322067
AMOUNT CUMULATIVE TO DATE PER ELECTION
RECEIVED THIS CALENDAR YEAR TO DATE
PERIOD (JAN. 1 -DEC. 31) (IF REQUIRED)
120.00 1 120.00
100.00 1 100.00
100.00 1 250.00
100.00 100.00
420.00
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772)
Schedule B — Part 1
Loans Received
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Re-elect Jan Harnik Palm Desert City Council 2014
FULL NAME, STREET ADDRESS AND ZIP CODE
OF LENDER
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
Brian S. Harnik
t® IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
t❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC
Type or print in ink.
Amounts may be rounded Statement covers period
to whole dollars. 10/01/2014
from _._ _ _— _
through _ 10/18/2014
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF-EMPLOYED, ENTER
Self
Roemer & Harnik LLP
BALANCE
BEGINNING
RECEIVED THIS
AMOUNTPAID
OR
UU IS IANUING
BALANCEAT
THIS
PERIOD
PERIOD
FORGIVEN
THIS PERIOD'
CLOSE OF THIS
_ PERIOD _
❑ PAID
$ _
S 11,798.08
❑ FORGIVEN
11, 798.08 00.00
SCHEDULEB-PART1
Page of
I.D. NUMBER
1322067
INTEREST ORIGINAL CUMULATIVE
PAID THIS AMOUNT OF CONTRIBUTIONS
PERIOD LOAN TO DATE
CALENDAR YEAR
% S 18,000. S
RATE
PER ELECTION—
S $— -- $ — $ 10/01/10
DATE DUE $
_ DATEINCURRFD
❑ PAID _ CALENDAR YEAR
$— S_ _ $ _ $
❑ FORGIVEN RATE
PER ELECTION"`
$ Is
SUBTOTALS $ 00.00 $
S
^DATE DUE DATE INCURRED
❑ PAID _ — _ _ --
CALENDAR YEAR
$ $ - ti
❑ FORGIVEN RATE
f PERELECTION"
OATS DUE S DATE INCURRED I S
$ 11,798.08 S
Schedule B Summary
1. Loans received this period................................................................................................................. $ 00.00
(Total Column (b) plus unitemized loans of less than $100.)
2. Loans paid or forgiven this period......................................................................................................... $ 00.00
(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 $ 00.00
Enter the net here and on the Summary Page, Column A, Line 2. (May be anegativenumber)
'Amounts forgiven or paid by another party also must be reported on Schedule A.
If required.
(Enter (e) 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 (January/05)
FPPC Toll -Free Helpline: 866/ASK-FPPC (8661275-3772)
Schedule E
Payments Made
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Re-elect Jan Hamik Palm Desert City Council 2014
Type or print in ink.
Amounts may be rounded
to whole dollars.
SCHEDULE
Statement covers period -
� � '
from 10/01/2014 • -
through 10/18/2014 Page of 3—
I.D. NUMBER1322067
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CNP campaign paraphemalia/misc.
CrJS campaign consultants
MBR
MT
member communications
RAD radio airtime and production costs
CTB contribution (explain nonmonetary)'
OFC
meetings and appearances
office expenses
RFD returned contributions
CVC civic donations
FFND 1L candidate filing/ballot fees
PET
petition circulating
SAL campaign workers' salaries
TEL t.v. or cable airtime and production costs
fundraising events
PHO
POL
phone banks
polling and survey research
TRC candidate travel, lodging, and meals
RZ independent expenditure supporting/opposing others (explain)'
LEG legal defense
POS
PRO
postage, delivery and messenger services
TRS staff/spouse travel, lodging, and meals
TSF transfer between committees of the same candidate/sponsor
LIT campaign literature and mailings
PRT
professional services (legal, accounting)
print ads
VOT voter registration
WEB information technology costs (intemet, e-mail)
NAME AND ADDRESS OF PAYEE
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
CODE OR
DESCRIPTION OF PAYMENT AMOUNT PAID
Palm Desert Area Chamber of Commerce
72-559 Highway 111
Golf Cart Parade Entry Fee
Palm Desert, CA 92260
110.00
Buzz Factory
1801 East Tahquitz Canyon Way, Suite 101
Palm Springs, CA 92262
POS
4,661.30
Buzz Factory
1801 East Tahquitz Canyon Way, Suite 101
Palm Springs, CA 92262
POS
958.20
' Payments that are contributions or independent expenditures must also be summarized on Schedule D.
SUBTOTAL$ 5,729.50
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 $
8,612.50
00.00
00.00
8,612.50
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 8661ASK-FPPC (866/275-3772)
Schedule E
(Continuation Sheet)
Payments Made
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Re-elect Jan Hamik Palm Desert City Council 2014
Type or print in ink.
Amounts may be rounded
to whole dollars.
Statement covers period
from—
10/01/2014
through 10/18/2014
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise,
CIVP
CNS
campaign paraphernalia/misc.
campaign consultants
MBR
member communications
RAID
contribution (explain nonmonetary)'
MTG
OFC
meetings and appearances
office expenses
CVC
civic donations
candidate filing/ballot fees
PET
petition circulating
SAL
TEL.RL
FND
fundraising events
PHO
POL
phone banks
polling and survey research
TRC
IND
LEG
independent expenditure supporting/opposing others (explain)'
legal defense
POS
postage, delivery and messenger services
TRS
TSF
LIT
campaign literature and mailings
PRO
PRT
professional services (legal, accounting)
VOT
print ads
WEB
NAME AND ADDRESS OF PAYEE
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
Buzz Factory
1801 E. Tahquitz Canyon Way, Suite 101
Palm Springs, CA 92262
Buzz Factory
1801 E. Tahquitz Canyon Way, Suite 101
Palm Springs, CA 92262
Buzz Factory
1801 E. Tahquitz Canyon Way, Suite 101
Palm Springs, CA 92262
Family YMCA of the Desert
43-930 San Pablo Avenue
Palm Desert, CA 92260
CODE OR
PRT
LIT
POS
SCHEDULE E (CONT.)
Page of v
I.D. NUMBER
1322067
describe the payment.
radio airtime and production costs
returned contributions
campaign workers' salaries
t.v. or cable airtime and production costs
candidate travel, lodging, and meals
staff/spouse travel, lodging, and meals
transfer between committees of the same candidate/sponsor
voter registration
information technology costs (intemet, e-mail)
DESCRIPTION OF PAYMENT
Y Be Fit Event - Booth Rental Fee
AMOUNT PAID
610.00
1,873.00
150.00
250.00
Payments that are contributions or independent expenditures must also be summarized on Schedule D. 1
SUBTOTAL $ 2,883.00
FPPC Form 460 (January/05)
FPPC Toll -Free Helpline: 866/ASK-FPPC (866/275-3772)