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HomeMy WebLinkAboutGOH SEMIANN17(1)Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE SYbmant cowne period Date of ofi ctloq l( prAglbQ P,1 1' J 1 Pape from 1/1/17 (Month, �e' L 1 FJth through 6130/17 Of 1. Type of Recipient Committee: All Committees - complete Pane 1. 2,3. and• 2. Type of4itatement: -` -, 0 Officeholder, Candidate Controlled Committee ❑ Primarily Forme! Ballot Measure ❑ Preelection Statement ❑ Ouadedy Statement O State Candidate Election Committee Committee ® Semi - annual Statement ❑ Special Odd -Year Report O Recall O Controlled ❑ Termination Statement fAm ca nlda Par4 O Sponsored (Also Ale a Form 410 Termination) ❑ Purpose Committed (Nw Cm[Nb PmIN ❑Amendment (Explain below) 0 Sponsored O SpOnapretl ❑ Primarily Formed Candidate/ O Small Contributor Committee Officeholder Committee O Political Party /Central Committee �'c0"PMa P`pa 3. Committee Information Karen Goh for Mayor 2016 STREET ADDRESS (NO P.O. BOX) co" STATE ZIPCODE AREACODEIPHONE MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX ITY STATE ZIP CODE AREA ODET'HONE Treasurers) Shawn P. Kelly, CPA MNLINGADORESS CITY STATE ZIPCODE AREACOOEIPHONE NAME OF ASSISTANT TREASURER. IF ANY CITY STATE ZIP CODE AREACODEIPHONE OPTION4: FAXIE- MALADDRESS OTIONAL: FAXIE- MVJLADORESS 4. Verification 1 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 perjury under the laws of the State of California that the foregoin and mrtad. Executed on S ( By unrl r eynt IO q 0 v re Executed On / BY —r ^a awier mbl pCa El M. Was Measure ORmrNIfimn EYasoted On DN By alpwure Or COnhollry Olnm Mdv.CmtlEab, ebre Awaure Proponent Executed on pate By IPMu e .1 Ocr,seek, Offleasrsar. Carm.. , rare Measure P.sew. FPPC Form 469 (Jan /2936) FPPC Advice: advice @fppc.ca.gov (866/275 -3772) wwwdplec.ca.gov Recipient Committee Campaign Statement Cover Page — Part 2 6. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE Karen Goh OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) Mayor RESIDENTIAIiBUSINESS ADDRESS (NO.ANDSTREET) CITY STATE ZIP Related Committees Not Included in this Statement: Listanycommllrees not included In this satement that am con"Hed by you or am primadly formed to receive conbrbutions or make aspen lifinea on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTmOLLED COMMITTEE? ❑ YES ❑ NO COMMITTEEAOORESS STREET ADDRESS (NO P.O. BOX) CRY STATE ZIP CODE AREACODFIPHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? I] YES ❑ NO COMMITTEEAOORESS STREET ADDRESS (NO PO. BOX) CITY STATE ZIP CODE AREACODEIPHONE Page 2 of 6 6. Primarily Formed Ballot Measure Committee BALLOT NO. OR LETTER JURISOICTION ❑ SUPPORT ❑ OPPOSE Worthy the controlling officeholder, candidate, or state measure proponent, if arty. NAME OF OFFICEHOLDER, CANDIDATE, OR PROPONENT OFFICE SOUGHT OR HELD I DISTRICT NO. IF ANY 7. Primarily Formed Candidate /Officeholder Committee Listnames of olece6oldarr.) or candidate(.) for which MI. commlbae 1. pdmadly formal. 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 Aeach congnuaeon sheers ((necessary FPPC Form 460(Jon/2036) FPPC Advice: adviceUefplac.a.gov (866/275 -3772) vlww.fPPC.ca.gov Campaign Disclosure Statement Amounts may be rounded SUMMARY PAGE W hole dollars. Summary Page Statement covers period - zp,,j IM, I - 1/1/17 through 6130/17 Karen Goh for Mayor 2016 Contributions Received TCT M Column loe A mn P 1,339.10 Column B 6. Payments Made ......................................... SaIecoal E bral 4 (FROM ATTACHED �XU!ro $ TCTNTO OAIE 1. Monetary Contributions.. ............................................ Schedule A. bra, 3 $ 200.00 $ 200.00 2. Loans Received .................................... ................. solnxkI. B, Lme 3 1,000.00 $ 4,715.00 9. Accrued Expenses (Unpaid Bills) ...................... Sahsoule F Uns, 3 1,200.00 4,671500 3. SUBTOTAL CASH CONTRIBUTIONS .............................. Addunea l +2 $ 0.00 4. Nommonetary Contributions .................................... schaaae c. Una a 1,750.00 $ 1,750.00 5. TOTAL CONTRIBUTIONS RECEIVED ............ ..... .......... Add braa 3. 4 $ 2,950.00 6,665.00 Expenditures Made 12. Beginning Cash Balance ............................ Pmn*xosumo&,Paer Ure 16 $ 1,339.10 13. Cash Receipts ............................ ............................... Cd..Aur.3.bol,a 6. Payments Made ......................................... SaIecoal E bral 4 $ 2,037.00 $ 2,037.00 7. Loans Made ................................. --- -- ................... Sdredule H. Una 3 0.00 If this is a termination statement, Una 16 must be zem 0.00 8. SUBTOTAL CASH PAYMENTS .......................................... AM Uras 6 . 7 S 2,037.00 $ 2,037.00 9. Accrued Expenses (Unpaid Bills) ...................... Sahsoule F Uns, 3 3,247.06 76,855.20 10, Nommonetary Adjustment Samnaae c, anal 3 0.00 0.00 11. TOTAL EXPENDITURES MADE ...................... .................. A,ouns, 8.9 + 10 $ 5,284.06 $ 78,892.20 _ tourrent L;asn statement 12. Beginning Cash Balance ............................ Pmn*xosumo&,Paer Ure 16 $ 1,339.10 13. Cash Receipts ............................ ............................... Cd..Aur.3.bol,a 1,200.00 14. Miscellaneous Increases to Cash ......................... Soheolr. 1. Une 4 O.Go 15. Cash Payments .......................... ............................... cdumna, une eaoare 2,037.00 16. ENDING CASH BALANCE .. - ...Aod Lines 12 + 13.14, than sabs"d ins 15 $ 502.10 If this is a termination statement, Una 16 must be zem 17. LOAN GUARANTEES RECEIVED ................................ Schs,A,lssPef2 $ 0.00 18, Cash Equivalents ................................................ ssainathuonme... $ 0.00 19. Outstanding Debts .............................. AWUne2+Ure9ftColumr8abom $ 81,570.20 I. calculate Column B, add amounts in Column A to Me corresponding amounts from Column B ofyourlastreport. 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 oarry over the amounts from Lines 2, 7, and 91d any). page 3 Of 8 1 1384218 Calendar Year Summary for Candidates Running In Both the State Primary and General Elections Ill through W30 7/1 to Drds 20. Contributions Received $ 21. Expenditures Made $ $ Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made' (IF SOLI ..., ex,duuIv umm Date of Election Total to Date (mmlddtyy) 1 1 $ 'Amounts in this section may be different from amounts reported in Column B. FPPC Form 460 (Jan/2016) FPPC Advice: adalcerlinflopc.a.goar (866/275-3772) .fppc...g.a Schedule A Amounta my be Founded SCHEDULE A co tanoie oonars. Monetary Contributions Received Statement covers period 1/1/17 from • 1 6/30/17 8 SEE INSTRUCTIONS ON REVERSE through 7Y�RTO NAME OF FILER Karen Goh for Mayor 2016 DATE FULL NAME, STREETADDRESS AND ZIP CODE OF CONTRIBUTOR COWRIBUTOR FAN INDIVIDUAL, EWER AMOUNT CUMULATECTION RECEIVED IIFCeMMnT¢. use rvrrR CO. rvuaerR) CODE• OCCUPATIONAND EMPLOYER RECEIVED THIS CALENATE IF SELF or9ue NE�EP rvu.IE PERIOD (JAN, 1 -DEG 31) (IF REQUIRED) 01ND 1/27/17 Gayle Betsy [ICON Retired 200.00 200.00 [I PTY CSCC [I IND ❑CON ❑ OTH Cl PTY [ISCC [I IND ❑CON ❑ OTH ❑PTV CSCC [I IND [-]CON Cl OTH 0 PTY ❑SCC [I IND [ICOM [I OTH ❑PTY [I SCC SUBTOTALS 200.00 - Schedule A Summary - Contributor Codes 1. Amount received this period — itemized monetary contributions. IND- mdimdual (Include all Schedule A subtotals.) ........................................................................... ..............................$ 200.00 COM- Recipient Committee (other than PTY or SCC) 2. Amount received this period — unitemized monetary contributions of less than $ 100 ...........................$ 0.00 OTH - Omer (c , business entity) PTY - Political Party 3. Total monetary contributions received this period. SCC - Small Contributor committee Add Lines i and 2. i=nter Mere and on the Summa Page, Column A, Line 1. ry 9 ...................... FPPC Form 460 (Jan /2016) FPPC Advice: advice@fppc.w.gov (866/275-3772) w fppc.ca.gov SCHEDULE B - PART 1 Schedule B — Part 1 - "towhol' he Mars. - -- to whole dollars. Statement coven period 7�L=�TOU"'��T'VE Loans Received 1/1/17 from SEE INSTRUCTIONS ON REVERSE th rough 6 /30/17 8 NAME OF FILER Karen Goh for Mayor 2016 NLLNAME. STREETAWRESS AND LP CODE IFAN INDIVIDUAL, ENTER OUTSTANDING AMOUNT pl OUTSTANDING INTEREST MULATIVE OCCUPATIONAND EMPLOYER AMOUNT PAID OF LENDER BALANCE RECEIVEDTHIS &1LANCE AT P{COMMINTR sO ENTER LD NUMEEm EF SELFEMPLOYED ENDER BEGINNINGTHIS OR FORGIVEN CLOSE OF THIS PAID THIS RIDATIONS aE.UaN. PERIOD PERIOD THIS PERIOD' PERIOD PERIOD TODATE PAID CALENDARYFAR Karen Goh Mayor City of Bakersfield 3 0.00 3 4.715.00 100 % 3 3715.00 3 ❑ FORGIVEN RATE PER ELECTION" { 3,715.00 3 1,000.00 3 0.00 { 0.00 8/11/16 { 1m IND ❑ DOM ❑ OTH 0 PTY ❑ SCC DATE DUE DATE INCURRED ❑ PAID CALENDAR YFAR % 3 C1 FORGIVEN RurE PER ELECTION° 1 E 3 3 DATE DUE $ PATE INCURRED { ❑ IND ❑ COM ❑ 0TH ❑PTT ❑SCC O PAID CALENDAAYcAR 5 % $ ❑FORGIVEN RATE PER ELECTION" T 3 5 3 PATE pUE 3 PATE INCURRED 3 ❑ IND ❑ COM ❑ OTH ❑PTY ❑ SLL Ya =: SUBTOTALS $ 1,000.00$ 0.00 $ 4,715.00 $ 0.00 h. y '! '; r' P : Schedule B Summary sre a..E IPA. >I 1. Loans received this penod ...................................................................................... ..............................$ —1.-"' --Orin nn (Total Column (b) plus unitemized loans of less than $100.) tContnbutor codes 2. Loans paid or forgiven this period ........ ............................... ................... ..............................$ n nn IND — Individual (Total Column (c) plus loans under that (other than PTY or SCC) COM — Recipient Committee paid or forgiven.) (include loans paid by a third party that are also itemized on Schedule A.) OTH —Other (e.g., business entity) PTY — Political Party 3. Net change this period. (Subtract Line 2 from Line 1.) ............................... ............................... NET $ 1 nnn on SCC — Small Contributor Committee Enter the net here and on the Summary Page, Column A, Line 2. wn.....{.IN..M.,wn 'Amounts forgiven or paitl by enoNer party also must be reportetl on SChetlule A. FPPC Form 460 (lan/2026) "If required. FPPC Advice: advicellbfppc.a.8ov(866 /275 -3771) www.fppc.ca.8ov Schedule B Summary sre a..E IPA. >I 1. Loans received this penod ...................................................................................... ..............................$ —1.-"' --Orin nn (Total Column (b) plus unitemized loans of less than $100.) tContnbutor codes 2. Loans paid or forgiven this period ........ ............................... ................... ..............................$ n nn IND — Individual (Total Column (c) plus loans under that (other than PTY or SCC) COM — Recipient Committee paid or forgiven.) (include loans paid by a third party that are also itemized on Schedule A.) OTH —Other (e.g., business entity) PTY — Political Party 3. Net change this period. (Subtract Line 2 from Line 1.) ............................... ............................... NET $ 1 nnn on SCC — Small Contributor Committee Enter the net here and on the Summary Page, Column A, Line 2. wn.....{.IN..M.,wn 'Amounts forgiven or paitl by enoNer party also must be reportetl on SChetlule A. FPPC Form 460 (lan/2026) "If required. FPPC Advice: advicellbfppc.a.8ov(866 /275 -3771) www.fppc.ca.8ov www.fppc.ca.8ov Schedule C Amounts may W rounded SCHEDULEC Nonmonetary Contributions Received to - holedoar. SaNmenlooverepeNOd 'Co rshutor Codes 1. Amount received this period- itemized nonmonetary contributions. (Include all Schedule C subtotals.) ........................................................................................ ..............................$ 1/1/17 IND - Individual COM- Recipient Committee 2. Amount received this period - unitemized nonmonetary contributions of less than $100 .... ..............................$ SEE INSTRUCTIONS ON REVERSE through 6/30/17 1!1 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 $ Karen Goh for Mayor 2016 OATS FULL NAME. CONTRIBUTOR IF AN INDIVIDUAL, ENTER DESCRIPTION OF AMOUNTI CUMULATIVE TO DATE PER ELECTION RECEIVED ZIP CODE OFOONERIBUTOR OF CONTRIBUTOR TRIBUT R CODE• OCCUPATIONAN..EWE EMPLOYER OF GOODS OR SERVICES FAIR VALUE MARKET VALUE CALENDAR TO DATE DFwxxiirteuso EWER ID, NLMeEaI NUIa oFausirvasslrEn FvAEMRDYIDEso (JAN (JAN 1- DEC OEC 31) I- 31) (IF REQUIRED) D IND Chefs Choice Noodle Bar DOOM N/A Catering 9 1/3/17 OTH 1,750.00 1,750.00 ❑ PTY O D SCC D IND OCOM D OTH ❑PTV D SCC D IND D COM D OTH D PTY D SCC D IND D COM D OTH D PTY D SCC Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $ 1,750.00 Schedule C Summary 'Co rshutor Codes 1. Amount received this period- itemized nonmonetary contributions. (Include all Schedule C subtotals.) ........................................................................................ ..............................$ 1,750.00 IND - Individual COM- Recipient Committee 2. Amount received this period - unitemized nonmonetary contributions of less than $100 .... ..............................$ 0.00 (other than PTY or SCC) OTH -Other (e.g., business entity) 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 $ 1,750.00 PTY - Political Parry SCC -Small Contributor committee FPPC Form 060 (Jan /2016) FPPC Advice: advice @ fppc.ca.8ov(866 /275 -3772) vrww.fpFC.u.BOv Schedule Amounts may be rounded statement covers) Payments Made to whole dollars. 1/1/17 from Karen GOT for Mayor 2016 6/30/17 I page 7 of 8 1384218 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphemalia/mise. MBR member communications PAD radio airtime and production casts CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)' OFC office expenses SAL campaign workers' salaries CVC Poo donations PET petition circulating TEL t.v. or cable airtime and production mats FIL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundrelsing evenls POL polling and survey remarrA TRS staff /spouse travel, lodging, and meals IND independent exp rkiture supporiinglopposing others (explain)' POS postage, delivery and messenger ser4ces TSF transfer between committees of the same candidate /sponsor LEG legal defense PRO professional sernces(legal, accounting) VOT voter registration LIT campaign literzNre and mailings PRT print ads WEB information technology Posts fintemet. e-mail) NAMEAND ADDRESS OF PAYEE OF CCaamaa.aso EmEN I D. wvaEm CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID Chefs Choice Noodle Bar ............ $ Catering for Swearing in Reception TOTAL $ 1,837.00 Daniel Lopez Entertainment for Swearing in Reception 200.00 ' Payments that are contributions or Independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 2,037.00 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.) ............ $ 2,037.00 ............ $ 0.00 ............ $ 0.00 TOTAL $ 2.037.00 FPPC Form 460 (tan /2016) FPPC Advice: advice @fppc.o.gov(866 /275 -3772) www.fppc.o.gov SCHEDULE Schedule F Amounts may be rounded to whole dollars. Statement covers period • 2 a 1 Accrued Expenses (Unpaid Bills) from 1/1/17 through 6/30/17 page 8 of 8 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.p. NUMBER Karen Goh for Mayor 2016 1384218 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign parephemalla/mise. MBR member communications PAD 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'salades CVC aviedonations PET petition circulating TEL t.v or cable airtime and production costs FIL candidate filinpallot fees RHO phone banks TRC candidate travel, lodging, and meals FND fundraising events ROL polling and survey research TRS staff /spouse travel, lodging, and meals IND independent expenditure supporting /opposing others ("plaint' ROB 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 informafion technology costs(internet, e-mail) -Prymema mW are mno... or iMependem e"Rdksim mud Wm be SUBTOTALS $ $ $ Q.00 mmstead on schedule D. 73,608.14 3,247.06 $ 76,855.20 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 $ 3,247.06 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 untemized payments on accrued expenses under $ 100.) .... ............................... PAID TOTALS $ 0.00 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and onthe Summary Page, Column A, Line 9.) .................................................................................................................................................... ............................... NET $ 3,247.06 M.r e.. nnmr n„mmr FPPC Form 460 (tan /2016) FPPC Advice: adWce@fppc.ca.gov(866 /275 -3772) www.fppc.ce.gov 4) (b) to) (d) NAMEAND ADDRESS OF CREDITOR CODE OR OUTSTANDING AMOUNTINOURRED AMOUNT PAID OUTSTANDING aR CcUl TEE&W raven in. NUMBwI pEBGRIPTION OF PAYMEM BALANCE BEGINNING THIS PERIOD THIS PERIOD BAIANCEATCLOSE OF THIS PERIOD (use RBapmpNet OF THIS PERIOD Wren Kelly CPAs, LLP PRO 890.00 490.00 0.00 1,380.00 Western Pack Research Interest 72 718.14 2,757.06 0.00 75,475.20 -Prymema mW are mno... or iMependem e"Rdksim mud Wm be SUBTOTALS $ $ $ Q.00 mmstead on schedule D. 73,608.14 3,247.06 $ 76,855.20 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 $ 3,247.06 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 untemized payments on accrued expenses under $ 100.) .... ............................... PAID TOTALS $ 0.00 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and onthe Summary Page, Column A, Line 9.) .................................................................................................................................................... ............................... NET $ 3,247.06 M.r e.. nnmr n„mmr FPPC Form 460 (tan /2016) FPPC Advice: adWce@fppc.ca.gov(866 /275 -3772) www.fppc.ce.gov