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HomeMy WebLinkAboutThe Committee to Elect Joe Winfield - 1st Quarter Report - 4/13/2022 F ' T v STATE 4F ARIZONA COMMITTEE ID NUMBER � � s��..Yr .. COMMITTEE CAMPAIGN QUT'C 22-�5 �'�� FINANCE REPORT � �► . - .. �..,,� �, COMMITTEE INFORMATION{required): Inf rmation: Committee Name: THE COMMITTEE TO ELECT JOE WINFIELD Committee o CANDIDATE INFORMATION(only if filing as a candidate committee): Office Soughi: ❑County Office: ❑Special District Office: �City/Town Office: MAYOR ❑School Board District: Cumulative Report: � Check here if this is the candidate committees 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): REPORTING PERIOD REPORT DUE 2020 4th Quarter Report:October 18,2020 to December 31,2020 January 1,2021 to January 15,2021 2021 March Pre-Election Report(Local Only):January 1,2021 to February 20,2021 February 21,2021 to February 27,2021 2021 March Post-Election(Q1)Report(Local Only): February 21 to March 31,2021 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 Report(Local Only):April 1,2021 to May 1,2021 May 2,2021 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 17,2021 July 18,2021 to July 24,2021 2021 August Post-Election(Q3)Report(Local Only):July 18,2021 to September 30,2021 October 1,2021 to October 15,2021 2021 Quarter 3 Report:July 1,2�21 to September 30,2021 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 Oniy):October 17,2021 to December 31,2021 January 1,2022 to January 15,2022 2021 Quarter 4 Report:�ctober 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 2022 March Post-Election(Q1)Report(Local Only):February 20,2022 to 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 May Pre-Election Report(Local Only):April 1,2022 to April 30,2022 May 1,2022 to May 7,2022 2022 May Post-Election(Q2)Report(Local Only): May 1,2022 to June 30,2022 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 Election Report:July 1,2022 to July 16,2022 July 17,2022 to July 23,2022 2022 Post-Primary Election(Q3)Report:July 17,2022 to September 3�,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 17,2023* Final Campaign Finance Report Prior to Committee Termination: Same Date of Termination End of Previous Period throu h Toda 's Date *Re ortin deadline extended to next business da .A.R.S. 1-243 A and 1-303. FINANCIAL SUMMARY(required): Activity Cash Activity This Election Cycle to Re ortin Period Date (a)Committee value at the beginning of this reporting period�;.e.end�r,g baiance from tne O previous reporting period) (b)+Total receipts�from"Summary of Receipts,"line 13(cash column)forthis reporting period) � 7,94g,81 � 7,949.�� (C�-Total disb.ursements�from"Summary of Disbursements,"line 16(cash column)forthis reporting period) � 3,976.�7 � 3,976.�7 (d)=Balance at close of reporting period � 3,973.74 , ❑ Check here if filing no financial activity during the reporting period.Lines(a)-(d)still must be completed,but only this cover page and the followin a e need to be filed. Committees with financial activity must file the cover page,summary of receipts,summary of disbursements,and any schedules that contain financial activity. Arizona Secretary of State Revision 7/31/21 (fillable format) � STATE OF ARIZ4NA COMMITTEE ID NUMBER -��� COMMITTEE CAMPAIGN _ FINANCE REP�RT ovTc z2 05 � � 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. � . . � ......--� fi I � � J ose h . W �n e d p - Printed Name of Committee Treasurer Sig ature of Committee Tr surer Date Arizona Secretary of State Revision 7/31/21 (fillable format) STATE OF ARIZONA COMMITTEE ID NUMBER ������� COMMITTEE CAMPAIGN � � FINANCE REPORT OVTC 22-05 SUMMARY OF RECEIPTS(Schedule A): Receipts Cash Equity 1. Monetary Contributions Received (a) In-State Individuals-More than$100 1650.00 (b) In-State Individuals-$1 OO OC'L@SS(Aggregate) 1104.05 (c) Out-of-State Individuals 50.00 (d) Candidate Committees (e) Political Action Committees (fi� Pol itical Parties (g) Partnerships (h) Corporations&Limited Liability Companies�Pacs&Poi�t�cai Part�es or,iy� (i) Labor Organizations�Pacs&Poi�t�cai Part�es oniy� (j) Candidate'S Pe�SOrta)MOt1ieS(Candidate Committees Only) 5145.76 (k) Monetary Contributions Subtotal�add��a>tnrougn��» 7949.81 (I) Refunds Given Back to Contributors � (m)Net Monetary Contributions�subtract��i�from��k�� 7949.81 2. Loans (a) Loans Received (b) Forgiveness on Loans Received (c) Repayment on Loans Made (d) Interest Accrued on Loans Made (e) Loans Subtotal�casn:aad Z�a>,2��>�Zta�> 3. Rebates and Refunds Received 4. Interest Accrued on Committee Monies 5. In-Kind Contributions Received (a) In-State Individuals-More than$100 250.00 (b) In-State Individuals-$1 OO O�L@SS(Aggregate) (c) Out-of-State Individuals (d) Candidate Committees (e) Political Action Committees (fl Political Parties (g) Partnerships (h) Corporations&Limited Liability Companies�PAcs&Poi�t��i Part�es or,iy� (i) Labor Organizations�Pacs&Poi�t�cai Part�es oniy� (j) Candidate'S Pel'S011a1 ASSetS 0I'PI'Opel'ty(Candidate Committees Only) (k) In-KI11d COCItt'IbUtIOC1S SUbtOtal(equity:add 5(a)through 5(j)) 250.00 6. In-Kind Donations Received�rvor,-cor,tr;buc�ons��Poi�t�cai Part�es or,iy> 7. Extensions of Credit (a) Extensions of Credit Received (b) Payments on Extensions of Credit Received (c) Net Extensions of Credit�subtract��b�from 7�a�> 8. Joint Fundraising/Shared Expense Payments Received 9. Payments Received for Goods/Services 10. 4utstanding Accounts Receivable/Debts Owed to Committee 11. Transfer In Surplus Monies/Transfer Out Debt�use casn andior equ�ty asappncabie> 12. MISC@IIaC1@OUS R2C@IptS(use cash and/or equity asapplicable) 13. Total Receipts�casn:aaa��m�,2(e),3-4,8-9,11-12;equity:add 2(b),s(k),s-�(c),�o-�2) 7949.81 250.00 Arizona Secretary of State Revision 02/11/21 (fillable format) 1 STATE OF ARIZONA COMMITTEE ID NUMBER Y`����,��' COMMITTEE CAMPAIGN � � FINANCE REPORT OVTC 22-05 SUMMARY OF DISBURSEMENTS(Schedule B): Disbursements Cash Equity 1. Disbursements for Operating Expenses 2. Contributions Made (a) Candidate Committees (b) Political Action Committees (c) Political Parties (d) Partnerships e Cor rations&Limited Liabil� COt'i'1 anies PACs 8�Political Parties Onl ) (fl Labor Organizations�Pacs&Poi�t�cai Part�es or,iy� (g) Monetary Contributions Subtotal�ada z�a>tnrougn 2�fl� (h) Contribution Refunds Provided to the Reporting Committee (i) Monetary Contributions Total�subt�act 2�n>from Z�g» 3. Loans (a) Loans Made (b} Loan Guarantees Made (c) Forgiveness on Loans Made (d) Repayment of Loans Received (e) Accrued Interest on Loans Received (f� TQtaI LOat1S(cash:add 3(a),3(d)&3(e);equity:add 2(b)&2(c)) 4. Rebates and Refunds Made�Nor,-contr;but�ons� 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&Poi�t�cai Part�es oniy� (fl Labor Organizations�PAcs&Poi�t�cai Part�es or,iy> ( Contributions Subtotal�aaa 5�a�tnrougn s�fl> 6. Independent Expenditures Made 7. Ballot Measure Expenditures Made 8. Recall Expenditures Made 9. Support Provided to Party Nominees�Po��t�cai Part�es or,iy> 10. Joint Fundraising/Shared Expense Payments Made 3042.52 11. Reimbursements Made 776.85 12. Outstanding Accounts Payable/Debts Owed by Committee 13. Transfer Out Surplus Monies/Transfer In Debt�use casr,ana�or equ�ty as appi�cabie� �4. MISC@��af120US�ISbIJI'S@rTl@C1tS(use cash and/or equity as applicable) 15. Aggregate of Disbursements-$Z5O OI'L@SS(use cash and/or equity as applicable) 156.70 �6. TOtaI DISbU�S@1'1'1@f1tS(cash:add 1,2(i),3(fl,6-11 8�13-15;equity:add 3(fl,5(g),&12-15) 3976.�7 Arizona Secretary of State Revision 02/11/21 (fillable format) � STATE OF ARIZ�NA COMMITTEE ID NUMBER ����� �': COMMITTEE CAMPAIGN _ ��� FINANCE REPORT OVTC 22 05 � � _ . �l�o MONETARY CONTRIBUTIONS RECEIVED FROM INDIVIDUALS-MORE THAN DURING ELECTION CYCLE:* SCHEDULE A(1)(a) �_ Cumulative Cumulative - Individual Contributor information Amount Received Amount this Amount this _ Reporting Period Election Cycle � Name Date Contribution Received _ James F. Evert 2/8/2022 Street Address � 14255 N Buckingham Drive } 1 City state zIP 200.00 200.00 �oo.�o � Oro Valley A� $5755 Occupation Employer Reti red Reti red Name Date Cor�tribution Received Andrew Hogan 2/17/2022 Street Address 12231 N Sterling Ave. 2 City State ZIP 400.00 400.00 �oo.00 Oro Valley AZ 85755 Occupation Employer U nem ployed U nem ployed Name Date Contribution Received William Krueger 3/13/2022 Street Address 153 W Alyssa Canyon Place 3 City State ZIP 500.�� voo.o0 �00.00 Oro Valley AZ 85755 Occupation Employer Radiologist Catalina Radiology Name Date Corrtribution Received � Kenneth W Shepard 3/19/2022 ` � Street Address �� 14127 N Buckingham Drive 4 City State ZIP 25�.�� 25�.�� 25�.�� Oro Valley AZ 85755 � Occupation Employer Reti red Reti red Name Date Contribution Received Michael Bilodeau 3/26/2422 Street Add�ess 13476 N Atalaya Way 5 City State ZIp 300.�� 3�Q.�� 30�.�� Oro Valley AZ 85755 Occupation Employer Software Engineer Peer Datum LLC Enter total only if last page of schedule 1,650.00 1,650.00 (transfer the total received this period to"Summary of Receipts,°line 1(a)) *If contributions of$50 or less are listed on Schedule A(1)(b),do not include them on Schedule A(1)(a). Schedule A(1)(a),page � of � ... �`' . """��4�"`��'����`�''�`�y��� �'�- Arizona Secretary of State Revision 12/12/19(fillable format) � STATE OF ARIZONA COMMITTEE ID NUMBER � �� � COMMITTEE CAMPAIGN �'`�p. OVTC 22-05 � � FINANCE REP�RT MONETARY CONTRIBUTIONS RECEIVED FROM IN-STATE INDIVIDUALS-$100 OR LESS(AGGREGATE):* SCHEDULE A(1)(b) Cumulative Amount this Reporting Cumulative Amount this Election Period Cycle > 1104.05 1104.05 - Cumulative Contributions from In-State Individuals-$100 or Less 1104.05 1104.05 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 ID NUMBER ����`;.:�� COMMITTEE CAMPAIGN OVTC 22-05 ��� FINANCE REPORT � � MONETARY CONTRIBUTIONS RECEIVED FROM OUT-OF-STATE INDIVIDUALS SCHEDULE A(1)(c) . Cumulative Cumulative , Individual Contributor Information Amount Received Amount this Amount this ' Reporting Period Election Cycle ; Name Date Contribution Received 5�.�� 5 0.0 0 rj0.0� � Bruce Langford 3/1/2022 _ street Address � 3423 Balsa Ct � 1 City State zIP Minnetonka MN 55345 Occupation Employer Unemployed Unemployed , Name Date Contribution Received � Street Address , 2 Ciry State ZIP Occupation Employer Name Date Contribution Received Street Address 3 City State zIP Occupation Employer Name Date Contribution Received Street Address 4 City State ziP Occupation Employer Name Date Contribution Received Street Address 5 City State ZIP Occupation Employer Enter total only if last page of schedule 50.00 50.00 (transfer the total received this period to"Summary of Receipts,"line 1(c}) Schedule A(1)(c),page� of � Arizona Secretary of State Revision 02111/21 (fillable format) STATE OF ARIZONA COMMITTEE ID NUMBER ��� , COMMITTEE CAMPAIGN � � FINANCE REPORT OVTC 22-05 MONETARY CONTRIBUTIONS FROM CANDIDATE'S PERS4NAL MONIES: SCHEDULE A(1)(j) Cumulative Cumulative Candidate Information Amount Received Amount this Amount this Reporting Period Election Cycle Name Date Contribution Received 20.00 2 O.�O 20.00 James Winfield 2//5/2022 Street Address 2621 East Greenbrook Drive 1 City state ZIP Eagle I D 83616 Occupation Employer Director of Finance Cascadia Healthcare Name Date Contribution Received 5.�� 5.00 5.00 Joe Winfield 2/5/2022 Street Address 1481 E Grimaldi Place 2 City State ZIP Oro Valley AZ 85737 Occupation Employer Mayor Town of Oro Valley Name Date Contribution Received 2500.00 2 5 0 0.o 0 2500.00 Joe Winfield 3/3/2022 Street Address 1481 E Grimaldi Place 3 City State ZIP Oro Valley AZ 85737 Occupation Employer Mayor Town of Oro Valley Name Date Contribution Received 262�.76 2 6 2 0.7 6 262�.7E'j Joe Winfield 3/17/2�22 Street Address 1481 E Grimaldi Place 4 City State zIP Oro Valley AZ 85737 Occupation Employer Mayor Town of Oro Valley Name Date Contribution Received Street Address 5 state zIP City Occupation Employer Enter total only if last page of schedule (transfer the total received this period to"Summary of Receipts,"line 1 Q)) 5145.76 5145.76 Schedule A(1)(j), page� of � Arizona Secretary of State Revision 02/11/21 (fillable format) � STATE OF ARIZONA COMMITTEE ID NUMBER �"���`��-r COMMITTEE CAMPAIGN �'�. : OVTC 22-05 ���� � FINANCE REP4RT � � IN-KIND CQNTRIBUTIONS REC�IVED FROM IN-STATE INDIVIDUALS-MORE THAN$1 QO DURING ELECTION CYCLE:* SCH�DUL�A(5}(a) Cumulative Cumulative Individual Contributor Information Amount Received Amount this Amount this Reporting Period Election Cycle Name Date In-Kind Contribution Received 250.00 2 5�.�� 250.00 Nicholas Barrett Street Address 13443 N Silver Cassia Place , � City State zIP Oro Valley AZ 85755 ' Occupatian Employer � Software Architect Raytheon Technologies Name Date In-Kind Contribution Received Street Address 2 City State ZIP Occupation Employer r Name Date In-Kind Contribution Received Street Address 3 City State ziP Occupation Employer Name Date In-Kind Contribution Received Street Address 4 City State ZIP Occupation Employer Name Date In-Kind Contribution Received Street Address 5 City State zIP Occupation Employer Enter total only if last page of schedule 250.�0 250.00 (transfer the total received this period to"Summary of Receipts,"line 5(a)) *If in-kind contributions of$100 or less are listed on Schedule A(5)(b),do not include them on Schedule A(5)(a). Schedule A(5)(a), page � of � Arizona Secretary of State Revision 02/11/21 (fillable format) STATE OF ARIZONA COMMITTEE ID NUMBER �� :�. COMMITTEE CAMPAIGN OVTC 22-05 � � FINANCE REPORT JOINT FUNDRAISING/SHARED EXPENSE PAYMENTS MADE: SCHEDULE B(10) Cumulative Cumulative Recipient Committee Information Payment Amount Amount this Amount this Reporting Period Election Cycle Committee N�ne Payment Date 130.44 130.44 130.44 The Committee to Elect Joe Winfield 2/8/2022 Street Address 1481 E Grimaidi Place 1 City State z�P Oro Valley AZ 85737 ❑�ash Date of Joint Fundraising Event(if applicable) Type of Shared Expense(iF applicable) �Credit Prints and Mounting Committee Name Payment Date 291.32 291.32 291.32 The Committee to Elect Joe Winfield 2/28/2022 Street Address 1481 E Grimaldi Place 2 City State Z�P Oro Valley AZ 85737 �Cash Date of Joint Fundraising Event(if applicab{e) Type of Sha�ed Expense(if�pHcable) �Cred it Team Reelection Flyers Committee Name Payment Date 2620.76 2620.76 2620.76 The Committee to Elect Joe Winfield 3/17/2�22 sveet Address 1481 E Grimaldi Place 3 City State Z�P Oro Valley AZ 85737 ❑Cash Date of Joint Fundraising Event(if applicable) Type of Shared Expense(if applicable) �Credit Campaign Tee Shirts Committee Name Payment D�e Street Address 4 Ciry State Z�P �Cash Date of Joint Fundraising Event(if applicable) Type af Shared Expense(if applicable) ❑Credit Committee Name Payment Date Street Address 5 City State zIP ❑Cash Date of Joint Fundraising Event(if applicable) Type of Shared Expense(if applicab{e) ❑Cred it Enter total only if last page of schedule 3042.52 3042.52 (transfer the total disbursed this period to"Summary of Disbursements,"line 10) 1 1 Schedule B(10),page of .�.., Arizona Secretary of State Revision 02111/21 (fillable format) STATE OF ARIZONA COMMITfEE ID NUMBER � . COMMITTEE CAMPAIGN OVTC 22-05 ��y � FINANCE REPORT � � REIMBURSEMENTS MADE: SCHEDULE B(11) Reimbursement Cumulative Cumulative Recipient Information Amount this Amount this Amount Reporting Period Election Cycle Name 64.98 64.98 64.98 Jack Stinnett Street Address 11055 N Joy Faith Drive � �;ry State Z1P Oro Valley � 85737 �Cash Services or Goods Reimbursed Reimburseme�t Dete p Credit Copies 3/16/2022 Name 207.11 207.11 207.11 Jack Stinnett sveet Address 11055 N Joy Faith Drive 2 �;ty State ZIP Oro Valley � 85737 p Cash Servioes or Goods Reimbursed Reimbursement Date ❑Credit Rebar,Copies,Paint,Lumber 3131/2022 Name 504.76 504.71 504.76 Joe Winfield Street Address 1481 E Grimaldi Place 3 state Z1P City Oro Valley AZ 85737 p Cash Services or Goods Reimbursed Reimbursement Date ❑Credit PO Box,Prints&Mounting,Team reelection flyer 3/31/2022 Name Street Address 4 City State ZIP ❑Cash Services or Goods Reimbursed Reimbursement Date ❑Credit Name Street Address 5 City state zIP ❑Cash Services or Goods Reimbursed Reimbursement Date ❑Credit Enter total only if last page of schedule 776.85 776.85 (transfer the total disbursed this period to"Summary of Disbursements,"line 11) 1 1 Schedule B(11),page of Arizona Secretary of State Revision 02/11/21 {fitlable format) l STATE OF ARIZONA COMMITTEE ID NUMBER � COMMITTEE CAMPAIGN � � OVTC 22-05 - � � FINANCE REPORT _ -=T-�.. . -.,:.. - AGGREGATE 4F DISBURSEMENTS—$250 OR LESS: SCHEDULE B(15) .� R+,�:�� .�,�;r -�. r� �� Cumulative Amount this Reporting Cumulative Amount this Election -- � Period Cycle _.,� 156.70 156.70 � " 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)) a 156.70 156.70 - Enter total only if last page of schedule , (transfer the total received this period to"Summary of Disbursements,"line 15) 1 1 Schedule B(15),page of Ariz6ha��etary of State Revision 02/11/21 (fillable format)