HomeMy WebLinkAboutRodman For Oro Valley - Post General - 7/26/2024STATE OF ARIZONA
COMMITTEE CAMPAIGN
FINCE REPORT
COMMITTEE INFORMATION (required):
Committee Information: Committee Name: Rodman for Oro Valley
CANDIDATE INFORMATION (only if filing as a candidate committee):
Office Sought 0 County Office:
(a City/Town Office: OV Town Council
❑ Special District Office:
❑ School Board District:
COMMITTEE ID NUMBER
20-03 -
Cumulative Report:
❑ Check here if this is the candidate committee's first, cumulative report for the election cycle. Also select appropriate Reporting Period below.
Cumulative reporting period start date (which supersedes the start date for the Reporting Period selected below):
REPORTING PERIOD (check one):
PPPCIRTINr. PFRICVI
I MCM^rvT r%1 1r-
2020 41h Quarter Report: October 18, 2020 to December 31, 2020
January 1, 2021 to January 15, 2021
2021-.-Ma i c`6 Pre -Election Report (Local Only):. January.1- 2021 to February.20, 2021
February21;20210 February 27, 2021
r_
=2021 March Post -Election (01) Report (Local Onift February 21 to March 311'2021
April 1,:2021. to April• 15, 2021
2021 Quarter 1 Report: January 1, 2021 to March 31, 2021
April 1, 2021 to April 15, 2021
- :.
2021,-May:.Pre Election'Re ort Local Only).
p ( y)- April .1,.2021�fo May 1; 2021
y
May2, 2021 to May 8;2021- .
'2021 May Post-Election(Q2) Report (Local Only): -May 2, 2021 to June 30, 2021.
July 1, 2021 to July 15, 2021;
2021 Quarter 2 Report April 1, 2021 to June 30, 2021
July 1, 2021 to July 15, 2021
2021 August.Pre=Election Report (Local Only): July-1; 2021 to July 17, A21
July 18, 2021: to July 242-2021
-
2021 August Post -Election (Q3) Report (Local Only): July 18,. 2021`to September 3012021
October 1,.2021 to October 15; 2021'
2021 Quarter 3 Report: July 1, 2021 to September 30, 202.1
October 1, 2021 to October 15, 2021
2021 November, Pre -Election Report (Local Only): October 1, 2021 to October 16, 2021 :
October 17, 2021.to.October 23, 2021 '
2021 November Post Election (Q4) Report (Local Only): October 17, 2021 to December 31, 2021
January 1, 2022 to January 15, 2022
2021 Quarter 4 Report: October 1, 2021 to December 31, 2021
January 1, 2022 to January 15, 2022
2022 March Pre -Election Report (Local Only): January-.1, 2022 to.February 19, 2022 -
February 20, 2021 to. February 26; 2022
2.22 March Post -Election •(Q1) Report .(Local Only): February 20, 2022`6 March 31 `2022
April 1; 2022 to April .15, 2022
2022 Quarter 1 Report: January 1, 2022 to March 31, 2022
April 1, 2022 to April 15, 2022
2022 MayPre-Election Report (Local.Oniy): April 1,2022 to,April 30, 2022 - -
May 1, 2022 to May 7, 2022, .:
022 May;Post-Election (Q2).Report (Local Only):.May' 1, 2022 to June36, 2022.,-
July'1, 2022 to July 15, 2022 -
2022 Quarter 2 Report: April 1, 2022 to June 30, 2022
July 1, 2022 to July 15, 2022
`2022,Pre-Primary Ele-ctionReporC July 1,2022 to July.16, 2022
July.17; 2022-to July 23, 2022 ,
'2022 Post=Pnmary Election (Q3) Report: July-17' 2022 to September 30,2022.
October 1,202244 October 15,.-2022
2022 Quarter 3 Report: July 1, 2022 to September 30, 2022
October 1, 2022 to October 15, 2022
,;
' 2022 Pre=General Election -Report October 1, 2022 to October 22, 2022
October 23; 2021'to October 29, 2022 '
✓.
2022 Post -General Election (Q4) Report: -October 23, 2022 to December 31, 2022.
January 1; 2023.to January 15,. 2023
✓Final
Campaign Finance Report Prior to'Committee Termination:
End of Previous Period through Today's Date
Same Date of Termination
FINANCIAL SUMMARY (required):
Activity I CashActivityThis Election Cycle to
(a) Committee value at the beginning of this reporting period (i.e. ending balance from the
previous reporting period)
$ 2,344.53
(b) + Total receipts (from °Summary of Recelpts; line 13 (cash column) for this reporting period)
$ 9,000.00
(c) -Total disbursements (from 'Summary of Disbursements," line 16 (cash column) for this reporting period)
$ 9,045.00
(d) = Balance at close of reporting period
$2,299.53
❑ Check here if filing no financial activity during the reporting period. Lines (aXd) still must be completed, but only this cover page and the
following page need to be filed.
Committees with financial activity mustfile the cover page, summary of receipts, summary of disbursements, and any schedules that contain financial activity.
All reports are deemed to be filed under penalty of perjury by the committee treasurer (all committees) and candidate (candidate committees only).
Arizona Secretary of State Revision 02/11/21 (fellable format)
Laq =1 Z4 =1- •
Under A.R.S. § 16-926(B)(5), a campaign finance report must be
certified by the committee treasurer under penalty of perjury that
the contents of the report are true and correct.
By filing this report, you certify that, under penalty of perjury, you
have examined the contents of this report, and the contents are
true and correct.
Bill Rodman
Printed Name of.Committee Treasurer
Signature of Committee Treasurer
Arizona Secretary of State Revision 02111/21 (fillable format)
COMMITTEE ID NUMBER
20-03
07/26/2024
Date
STATE OF ARIZONA
y - COMMITTEE CAMPAIGN
FINANCE REPORT
SUMMARY OF RECEIPTS (Schedule A):
COMMITTEE ID NUMBER
20-03
Receipts
Cash
Equity
1. Monetary Contributions Received41
�-
(a) In -State Individuals - More than $100
9000
(b) In -State Individuals - $100 or Less (,aggregate)
(c) Out -of -State Individuals
(d) Candidate Committees
(e) Political Action Committees
3
(f) Political Parties
(g) Partnerships
(h) Corporations & Limited Liability Companies (PACs & Political Parties only)
(i) Labor Organizations (PACs & Political Parties only)
Q) Candidate's Personal Monies (Candidate Committees only)
(k) Monetary Contributions Subtotal (add 1(a) through 10))
(1) Refunds Given Back to Contributors
9000
(m) Net Monetary Contributions (subtract 1(1) from 1(k))
2. Loans
,.
,f
(a) Loans Received
1000
(b) Forgiveness on Loans Received
(c) Repayment on Loans Made
(d) Interest Accrued on Loans Made
n.
(e) Loans Subtotal (cash: add 2(a), 2(c) & 2(d))
3. Rebates and Refunds Received
,
4. Interest Accrued on Committee Monies
5. In -Kind Contributions Received
(a) In -State Individuals - More than $100
(b): In -State Individuals - $100 or Less (Aggregate)
(c) Out -of -State Individuals
(d) Candidate Committees
(e) Political Action Committees
t
(f) Political Parties
(g) Partnerships
r
(h) Corporations & Limited Liability Companies (PACs & Political Parties Only)
(i) Labor Organizations (PACs & Political Parties Only)
Q) Candidate's Personal Assets or Property (candidate committees only)
(k) In -Kind Contributions Subtotal (equity: add 5(a) through 50))
6. In -Kind Donations Received (Non -contributions) (Political Parties Only)
7. Extensions of Credittx
(a) Extensions of Credit Received
(b) Payments on Extensions of Credit Received
(c) Net Extensions of Credit (subtract 7(b) from 7(a))
8. Joint Fundraising / Shared Expense Payments Received
9. Payments Received for Goods / Services
10. Outstanding Accounts Receivable / Debts Owed to Committee
11. Transfer In Surplus Monies / Transfer Out Debt (use cash and/or equity as applicable)
12. Miscellaneous Receipts (use cash and/or equity asapplicable)
13. Total Receipts'(cash: add 1(m), 2(e), 3-4, 8-9, 11-12; equity: add 2(b), 5(k), 6-7(c), 10-12)
10000
Arizona Secretary of State Revision 02/11/21 (fillable format)
STATE OF ARIZONA
COMMITTEE CAMPAIGN
FINANCE REPORT
SUMMARY OF DISBURSEMENTS (Schedule B):
COMMITTEE ID NUMBER
f Disbursements
Cash
Equity \
1. Disbursements for Operating Expenses
2. Contributions Made
(a) Candidate Committees
(b) Political Action Committees
(c) Political Parties
(d) Partnerships
t..
e Corporations & Limited Liability Companies (PACs & Political Parties only)
(f) Labor Organizations (PACs & Political Parties only)
(g) Monetary Contributions Subtotal (add 2(a) through 2(D)
(h) Contribution Refunds Provided to the Reporting Committee
(i) Monetary Contributions Total (subtract 2(h) from 2(g))
3. Loans
(a) Loans Made
(b) Loan Guarantees Made
(c) Forgiveness on Loans Made
(d) Repayment of Loans Received
1000
(e) Accrued Interest on Loans Received
(f) Total Loans (cash: add 3(a), 3(d) & 3(e); equity: add 2(b) & 2(c))
1000
4. Rebates and Refunds Made (Non -Contributions)
5. Value of In -Kind Contributions Provided
(a) Candidate Committees
(b) Political Action Committees
(c) Political Parties
(d) Partnerships
(e) Corporations & Limited Liability Companies (PACs & Political Parties only)
(f) Labor Organizations (PACs & Political Parties only)
g Contributions Subtotal (add 5(a) through 5(f))
6. Independent Expenditures Made
7. Ballot Measure Expenditures Made
8. Recall Expenditures Made
9. Support Provided to Party Nominees (Political Parties only)
10. Joint Fundraising / Shared Expense Payments Made
-
11. Reimbursements Made
12. Outstanding Accounts Payable / Debts Owed by Committee
13. Transfer Out Surplus Monies / Transfer In Debt (use cash and/or equity as applicable)
14. Miscellaneous Disbursements (use cash and/or equity as applicable)
15. Aggregate of Disbursements - $250 or Less (use cash and/or equity as applicable)
45
16. Total Disbursements (cash: add 1, 2(i), 3(f . 6-11 & 13-15; equity: add 3(D, 5(g), & 12-15)
1045
Arizona Secretary of State Revision 02/11/21 (fillable format)
STATE OF ARIZONA
COMMITTEE CAMPAIGN
FINANCE REPORT
MONETARY CONTRIBUTIONS RECEIVED FROM IN -STATE INDIVIDUALS - MORE THAN $100 DURING ELECTION CYCLE:*
Individual Contributor Information
COMMITTEE ID NUMBER
20-03
SCHEDULE A(1)(a)
Cumulative Cumulative
Amount Received Amount this Amount this
Reporting Period I Election Cycle
Name
Date contribution Received
4000
4000
4000
Humberto S. Lopez
4/5/2024
Street Address
3901 E Broadway Blvd
1
city
State
ZIP
Tucson
AZ
85711
Occupation
Employer
Real Estate
HSL Properties
Name
Date contribution Received
2000
2000
2000
Iloana N Lopez
6/27/2024
Street Address
3901 E Broadway Blvd
2
city
State
ZIP
Tucson
AZ
85711
Occupation
Employer
HSL Properties
Name
Date Contribution Received
Street Address
3
city
State
ZIP
Occupation
Employer
Name
Date contribution Received
2000
2000
2000
Ilana N Lopez Carter
4/04/2024
Street Address
3901 E Broadway Blvd
4
city
State
ZIP
Tucson
AZ
85711
Occupation
Employer
HSL Properties
Name
Date Contribution Received
Street Address
5
city
State
ZIP
Occupation
Employer
Enter total only if last page of schedule
(transfer the total received this period to "Summary of Receipts," line 1(a))
8000
8000
*If in -state individual contributions of $100 or less are listed on Schedule A(1)(b), do not include them on Schedule A(1)(a),
Schedule A(1)(a), page of
Arizona Secretary of State Revision 02/11/21 (fillable format)
STATE OF ARIZONA
COMMITTEE CAMPAIGN
FINANCE REPORT
MONETARY CONTRIBUTIONS RECEIVED FROM IN -STATE INDIVIDUALS - $100 OR LESS (AGGREGATE):*
Cumulative Amount this Reporting
Period
COMMITTEE ID NUMBER
20-03
SCHEDULE A(1)(b)
Cumulative Amount this Election
Cycle
000
000
Cumulative Contributions from In -State Individuals - $100 or Less
8000
8000
Enter total only if last page of schedule
(transfer the total received this period to "Summary of Receipts," line 1(b))
*If in -state individual contributions of more than $100 are listed on Schedule A(1)(a), do not include them on Schedule A(1)(b).
Schedule A(1)(b), page of
Arizona Secretary of State Revision 02/11/21 (fillable format)
STATE OF ARIZONA
COMMITTEE CAMPAIGN
FINANCE REPORT
MONETARY CONTRIBUTIONS RECEIVED FROM OUT-OF-STATE INDIVIDUALS
Schedule A(1)(c), page of
COMMITTEE ID NUMBER
20-03
SCHEDULE A(1)(c)
Arizona Secretary of State Revision 02/11/21 (fillable format)
STATE OF ARIZONA COMMITTEE ID NUMBER
COMMITTEE CAMPAIGN 20-03
FINANCE REPORT
REFUNDS GIVEN BACK TO CONTRIBUTORS:
Contributor Information
SCHEDULE A(1)(1)
Cumulative Cumulative
Amount Refunded Amount this Amount this
Reporting Period Election Cycle
Name
Date Contribution Refunded
4000
4000
4000
H. S. Lopez Family Trust
4/6/2024
`
Street Address
3901 E Broadway Blvd
1
City
State
ZIP
Tucson
AZ
85711
ID Number (if applicable)
Date of Original Contribution
6/10/2022
Name
Date Contribution Refunded
2000
2000
2000
(liana N Lopez Irrev Trust
4/6/2024
Street Address
3901 E Broadway Blvd
2
city
State
ZIP
Tucson
AZ
85711'
ID Number (if applicable)
Date of Original Contribution
6/10/2022
Name
Date Contribution Refunded
1000
1000
1000
Spencer Couig Irrev Trust
4/6/2024
Street Address
3901 E Broadway Blvd
3
City
State
ZIP
Tucson
AZ
85711
ID Number (if applicable)
Date of Original Contribution
6/11 /2022
Name
Date Contribution Refunded
2000
2000
2000
2004 Lovanna Cecilia Lopez
4/6/2024
Street Address
3901 E Broadway Blvd
4
city
State
ZIP
Tucson
AZ
85711
ID Number (if applicable)
Date of Original Contribution
6/11 /2022
Name
Date Contribution Refunded
Street Address
5
City
State
ZIP
ID Number (if applicable)
Date of Original Contribution
Enter total only if last page of schedule
(transfer the total received this period to "Summary of Receipts," line 1(1))
9000
9000
Schedule A(1)(1), page of
Arizona Secretary of State Revision 02/11/21 (fillable format)
LOANS RECEIVED:
Lender Information
STATE OF ARIZONA
COMMITTEE CAMPAIGN
FINANCE REPORT
COMMITTEE ID NUMBER
20-03
SCHEDULE A(2)(a)
Cumulative Cumulative
Amount Received Amount this Amount this
Reporting Period Election Cycle
Lender Name
Date Loan Received
700
700
700
Bill Rodman
4/16/2024
Street Address'
12150 N Camino del Fierro
1
city
State
ZIP
Oro Valley
IAZ
85755
GuarantodEndorser Name
Non -Electoral Purpose? (PACs and Political Parties only)
Lender Name
Date Loan Received
300
1000
1000
Bill Rodman
4/17/2024
Street Address
12150 N Camino del Fierro
2
city
State
ZIP
Oro Valley
AZ
85755
Guarantor/Endorser Name
Non -Electoral Purpose? (PACs and Political Parties Only)
Lender Name
Date Loan Received
Street Address
3
city
State
ZIP
GuarantorlEndorser Name
Non -Electoral Purpose? (PACs and Political Parties Only)
11
Lender Name
Date Loan Received
Street Address
4
City
State
ZIP
Guarantor/Endorser Name
Non -Electoral Purpose? (PACs and Political Parties Only)
Lender Name
Date Loan Received
Street Address
5
City
State
ZIP
Guarantor/Endorser Name
Non -Electoral Purpose? (PACs and Political Parties Only)
Enter total only if last page of schedule
(transfer the total received this period to "Summary of Receipts," line 2(a))
1000
1000
Schedule A(2)(a), page of
Arizona Secretary of State Revision 02/11/21 (fellable format)
REPAYMENT ON LOANS MADE:
STATE OF ARIZONA
COMMITTEE CAMPAIGN
FINANCE REPORT
Borrower Information
COMMITTEE ID NUMBER
20-03
SCHEDULE A(2)(c)
Cumulative Cumulative
Amount Repaid Amount this Amount this
Reporting Period Election Cycle
1
Borrower Name
Bill Rodman
Date Repayment Received
7/9/2024
1000
1000
.1000
Street Address
12150 N Camino del Fierro
city
Oro Valley
State
AZ
ZIP
85755
Original Amount Borrowed
1000
Amount Still Outstanding
0
2
Borrower Name
Date Repayment Received
Street Address
City
State
ZIP
Original Amount Borrowed
Amount Still Outstanding
3
Borrower Name
Date Repayment Received
Street Address
City
State
ZIP
Original Amount Borrowed
Amount Still Outstanding
4
Borrower Name
Date Repayment Received
Street Address
City
State
ZIP
Original Amount Borrowed
Amount Still Outstanding
5
Borrower Name
Date Repayment Received
Street Address
City
State
ZIP
Original Amount Borrowed
Amount Still Outstanding
Enter total only if last page of schedule
(transfer the total received this period to "Summary of Receipts," line 2(c))
1000
1000
Schedule A(2)(c), page of
Arizona Secretary of State Revision 02/11/21 (fillable format)
REPAYMENT ON LOANS RECEIVED:
Lender Information
STATE OF ARIZONA
COMMITTEE CAMPAIGN
FINANCE REPORT
COMMITTEE ID NUMBER
20-03
SCHEDULE B(3)(d)
N
Cumulative Cumulative
Amount Repaid Amount this Amount this
Reporting Period I Election Cvcle
Lender Name
Bill Rodman
Date Repayment Made
7/9/2024
1000
1000
1000
Street Address
12150 N Camino del Fierro
city
Oro Valley
State
AZ
ZIP
85755
Original Amount Borrowed
1000
Amount Still Outstanding
0
2
Lender Name
Date Repayment Made
Street Address
city
State
ZIP
Original Amount Borrowed
Amount Still Outstanding
3
Lender Name
Date Repayment Made
Street Address
city
State
ZIP
Original Amount Borrowed
AmountStill Outstanding
4
Lender Name
Date Repayment Made
Street Address
city
State
ZIP
Original Amount Borrowed
Amount Still Outstanding
5
Lender Name
Date Repayment Made
Street Address
city
State
ZIP
Original Amount Borrowed
Amount Still Outstanding
Enter total only if last page of schedule
(transfer the total disbursed this period to "Summary of Disbursements," line 3(d))
1000
1000
Schedule B(3)(d), page of
Arizona Secretary of State Revision 02/11/21 (fillable format)
STATE OF ARIZONA
Oro COMMITTEE CAMPAIGN
FINANCE REPORT
MISCELLANEOUS DISBURSEMENTS:
COMMITTEE ID NUMBER
20-03
SCHEDULE B(14)
Cumulative Cumulative
Recipient Information Amount Amount this Amount this
Reporting Period Election Cycle
rJP
Schedule B(14), page of
ame
35
35
35
Morgan Chase
Street Address
12025 N Thornydale
1
City
state
ZIP
Marana
AZ
85658
p Cash
Disbursement Type
Disbursement Date
❑Credlt
overdraft
4/16/2024
Name
10
10
10
JP Morgan
Street Address
12025 N Thornydale
2
City
State
ZIP
Marana
AZ
85658
p Cash
Disbursement Type
Disbursement Date
El Credit
_
service fee
5/22/2024
Name
Street Address
3
City
state
ZIP
❑ Cash
Disbursement Type
Disbursement Date
❑Credit
Name
Street Address
4
City
State
ZIP
❑ Cash
Disbursement Type
Disbursement Date
❑Credit
Name
•
Street Address
5
City
State
ZIP
❑ Cash
Disbursement Type
Disbursement Date
❑Credit
Enter total only if last page of schedule
(transfer the total disbursed this period to "Summary of Disbursements," line 14)
45
45
Arizona Secretary of State Revision 02/11/21 (fellable format)
11E T ---
STATE OF ARIZONA COMMITTEE ID NUMBER
COMMITTEE CAMPAIGN
- 20-03
FINANCE REPORT
AGGREGATE OF DISBURSEMENTS — $250 OR LESS:
Cumulative Amount this Reporting
Period
SCHEDULE B(15)
Cumulative Amount this Election
Cycle
45
45
Cumulative of Disbursements - $250 or Less
(If disbursements of $250 or less are listed on any of the other
disbursement schedules, do not include them on Schedule B(15))
9045
9045
Enter total only if last page of schedule
(transfer the total received this period to "Summary of Disbursements," line 15)
Schedule B(15), page of
Arizona Secretary of State Revision 02/11/21 (fillable format)