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Home My WebLink AboutCCDR - 12/31/2009 - CCDR: Joe Longoria (Migrated from Optiview)SEPFORM CCDR REV_03/2008 1.2 -30 -o9 t r State of Georgia My Election Year "j, Campaign Contribution Disclosure Report Special Elections (Report required only if you are in a Special Election) 1. Report Type 2. Filing is being made on behalf of (Select One): Filing office (Select One) Candidate or Public Official Run -Off, (year) Office Sought or Held: Milton City Council Dec. 31, (year) 0✓ Original Report (Include county, municipality, district, post orjudicial circuit) (year) Amended Report Committee Name: Friends of Joe Longoria Use Earlier of Post Report of Organization or Person Other than Candidate's Campaign Committee Mark or Hand Amendment # ❑ 15 days before Delivered Date 3. Identifying and Contact Information Special, (year) •Persons leaving office with excess funds until such funds are expended as provided in the Act (1) Joseph Longoria (2) 12/28/2009 (year) Full Name of Candidate or Other Than Candidate Campaign Committee Today's Date E:]6 days before Special (3) 14341 Club Circle; Milton, Georgia 30004 who receive contributions to retire debt incurred, until such funds are expended, or such unpaid Q✓ December 31, 2009 (year) Mailing Address City State Zip Code debts are satisfied (December 31 filing only) (4) (770) 360 - 9940 and / or ( ) - Contact Phone Number (We will understand the release of this information as permission to call your office if necessary) (5) If a Candidate or Public Official, is there a campaign committee (one or more persons) to make campaign transactions, keep the financial records of the campaign, or file the reports? ❑1 Yes n (6) If so, is the committee registered with the State Ethics Commission? ❑2 Yes El (7) If so, complete the following: Mary Hernandez Committee Chair; Jane Hemingway, Treasurer Name of Chairperson and/or Treasurer of Committee 4. Period for which you are Reporting My Non Election Year My Election Year Run -Offs (Report required only if you are in a Run -Off Election) Special Elections (Report required only if you are in a Special Election) June 30, (year) March 31, (year) 06 days before Primary ❑ 15 days before Run -Off, (year) Special Primary, Dec. 31, (year) June 30, (year) [:]6 days before General (year) Run -Off, (year) -Persons elected to office in each year following Ej September 30, (year) E]6 days before Special ❑ 15 days before the year in which the election occurs Primary Run -Off, Special, (year) •Persons leaving office with excess funds until such funds are expended as provided in the Act ❑ October 25,(year) (year) -Unsuccessful candidates with excess funds, or E:]6 days before Special Dec. 31, (year) who receive contributions to retire debt incurred, until such funds are expended, or such unpaid Q✓ December 31, 2009 (year) Run -Off, (year) debts are satisfied (December 31 filing only) Verification by Oath or Affirmation State of &e o (_ , a County of t + D r I, J se r t C"_ being duly sworn (affirm), depose and say that the informati n in this report Yrm is complete, true, and correct. Further, I affirm that the contents in this report are the sainr as the contents in the electronic filing submitted, if also electronically filed. Sworn to and .subscribed before me on 1) k C . , - , 20DS I tT f '—men_k Z 44— Signay.tre of Notary Public a. Signature o andidate b. Organization/Chairperson/Treasurer IMv Commission expires U Any person who knowingly fails to with or who knowingly violates any of the provisions of the Ethics in Government Act shall be guilty of a misdemeanor. SEC FORM CCDR SEEO State of Georgia campaign Contribution Disclosure Report - Statewide Elected Executive Officer Summary Report CONTRIBUTIONS RECEIVED 1 ❑ I have no contributions to report. In -Kind Cash Amount ✓ I have the following contributions, including Common Source, to report: Estimated Value A. If this is the first time to file a disclosure report for the current office sought. ENTER 0 in both columns (one time only); or B. If this is the first report of this Reporting Cycle*, ENTER 0 in the in-kind column and list any net balance on hand brought forward from the previous reporting cycle 934.54 4817.50 2 in the cash amount column (Line 15 of previous report, or total funds left over at year end of previous cycle); or C. If this filing is the second or subsequent ent filing of this Reporting Cycle list totals from Line 6 of previous report in both the in-kind and cash amount columns. Total amount of all itemized contributions received in this reporting period which are 5299.95 3 listed on the "Itemized Contributions" page. 3a All loans received this reporting period. 3b Interest eamed on campaign account this reporting period. 3c Total amount of investments sold this reporting period. 3d Total amount of cash dividends and interest paid out this reporting period. Total amount of all separate contributions of less than $101.00 received in this 4 reporting period and not listed on the "Itemized Contributions" page. 1558 "Common Source" contributions must be aggregated on the "Itemized Contributions" me. 5 Total contributions reported this period. 6857.09 ine3+3a+3b+3c+3d+4 6 Total contributions to date. Total to be carried forward to next report of this reporting cyclet 11674.59 (Line 2+5 EXPENDITURES MADE 7 ❑ 1 have no expenditures to report. In -Kind Cash Amount I have the following expenditures to report: Estimated Value Total expenditures made and reported prior to this reporting period. If this is the 8 A. First report of this Reporting Cycle*, ENTER 0. 3422.31 B. Second or subsequent filing ENUR Line 12 of previous r rt. 9 Total amount of all itemized expenditures made in this reporting period which are 7635.18 listed on the "Itemized Expenditures" page. 10 Total amount of all separate expenditures of less than $101.00 that were made 6,32 in this rep rting period and not listed on the "Itemized Expenditures" page. 1 I Total expenditures reported this period. 7641.50 I(Line 12 Total expenditures to date. Total to be carwedforward to next report of this reporting cyclet I(Line 11063.81 8 + I 1 INVESTMENTS 13 Total value of investments held at the beginning of this reporting period. 14 Total value of investments held at the end of this reporting period. 15 Net balance on hand. Line 6 - 12 + 14 * O.C.G.A. 21-5-34(bx 1)(Dxii) A reporting cycle shall commence on January I of the year in which an election is to be held for the public office to which a candidate seeks election and shall conclude: (I) At the expiration of the term of office if such candidate is elected and does not seek reelection or election to some other office; *4w w' (1I) On December 31 of the year in which such election was held if such candidate is unsuccessful; or (III) If such candidate is successful and seeks reelection or seeks election to some other office the ourent reporting cycle shall end when the reporting cycle for reelection or for some other office begins. Joe Longoria Public OiNcerlCandidatelOther Than Candidata Committee Nam* SEC FORM CCDR SEBA RRVOMUM State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Outstanding Indebtedness 1 Outstanding indebtedness at the beginning of this reporting period. 1219.18 2 Loans received this reporting period. 3 Deferred payment of expenses this reporting period 2711.05 4 Payments made on loans this reporting period. 5 Credits received on loans this reporting period. 6 Payments this reporting period on previously deferred expenses. 418.23 7 Total indebtedness at the close of this reporting period. (Line 1+2+3-4-5-6) 3512.00 Election; t cle'�; d+a ►Yearn 1 Outstanding indebtedness at the beginning of this reporting period. 2 Loans received this reporting period. 3 Deferred payment of expenses this reporting period 4 Payments made on loans this reporting period. 5 Credits received on loans this reporting period. 6 Payments this reporting period on previously deferred expenses. 7 Total indebtedness at the close of this reporting period. ine1+2+3-4-5-6 ElecdotIMtt' ealr� 1 Outstanding indebtedness at the beginning of this reporting period. 2 Loans received this reporting period. 3 Deferred payment of expenses this reporting period 4 Payments made on loans this reporting period. 5 Credits received on loans this reporting period. 6 Payments this reporting period on previously deferred expenses. 7 Total indebtedness at the close of this reporting period. I(Line I + 2 + 3 - 4 - 5 -6 * Election Cycle (Primary, General, Special, Special Primary, Run -Off Primary, Run -Off General, Run -Off Special, Run -Off Special Primary) Public ORlcer/Candid*WOther Than Candidate Committee Name Joe Longoria SEC FORM CCDR SEED REV 6/200,9 State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Itemized Contributions Mott tilt contributions recetved by a tingle eau ributor for which the onreipte taW it $101.00 or more Note: Loan are w longer reported in-llemired contributions' section. See Loan Reporting seedon below. Q Mark if associated*with a regulated entity Contributor 1. In -Kind Contributions Full Name of Contributor 2. Mailing Address Election Cash Received Date Occupation & Estimated Value (Affiliation of Committee if any) Contribution Type** Employer Cycle*** Amount Description 0 William & Sheree Arrington 11/02/09 Takeda Pharm. General 14535 Creek Club Dr District Manager 20000 Milton, GA 30004 Monetary Laurie Bruner 11/02/09 Manager General 30.00 320 Rissington Passage Atlanta Test & Balance Inc 50.00 Monetary Flyers Milton, GA 30004 El Carson Developments 12/07/09 Developer General 3082 E Shadowlawn Ave 250.00 Atlanta GA 30305 Monetary Rhonda Chatham 11/02/09 Homemaker General 5780 Windward Pkwy t000.00 Milton, GA 30004 Monetary U Jeff & Angela Cole 11/02/09 Manager General 910 Autumn Close Tenkoz 200.00 Milton, GA 30004 Moneta Monetary Regulated Entity Page Total Itemized Contribution Page Total $1700.00$ 30.00 Regulated Entity Total Loan Reporting Name of Lender Mailing Address Date of Loan Amount of Loan Election Cycle*** Person(s) responsible for repayment of loan Mailing Address Occupation & Place of Employment Fiduciary Relationship**** 1. 2. 1. 2. Reference: OCGA § 21-5-34(b)(1) Loan Page Total $ * Any person who may be employed by a regulated entity, including a person in whose name a license or lease is held, or who is an officer of a regulated entity ,Owl** Contribution Type (Monetary, In -Kind, Common Source, Credit Received on Loan) *** Election Cycle (Primary, General, Special, Special Primary, Run -Off Primary Run -Off General, Run -Off Special, Run -Off Special Primary) **** If any such persons shall have a fiduciary relationship to the lending institution or party making the advance or extension of credit Public Officer/Candidate/Non-Candidate Committee Name �j 0 C �_t t -.(q 6Y r W Page of Jr A li" SEC FORM CCDR SEEO REV 6/2109 State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Itemized Contributions Mint Wt contributions received by • tingle contributor for which the ZGE!rtt total Is $101.00 or more Note: loses are no longer reported in " ften iced Contribotiom^ vection. See Loan Reporting vection below. 0 Mark if associated*with a regulated entity Contributor In -Kind Contributions Full Name of Contributor 2. Received Date Occupation & Estimated Value Mailing Address Election Cash (Affiliation of Committee if any) Contribution Type** Employer Cycle*** Amount Description 0 Gordon Dickens 11/02/09 Retired General 1070 Cambridge Sq Ste B 300.00 Alpharetta, GA 30004 Monetary 13 EI Azteca 11/02/09 Restaurant General 54.00 In Kind Meet & Greet Hwy 9 Milton GA 13 John & Maria Ferrell 11/02/09 Administrator General 4540 Ivy Drive St. Pius Catholichurch 20000 Mesquite, TX 75150 Monetary Dave & Jane Hemingway 11/02/09 Vice President General 665 Greenview Terrace Fresh Start Bakeries 100.00 Milton, GA 30004 Monetary U Gordon Hunter 11/02/09 Retired General 14680 Wood Rd 20,00 Milton, GA 30004 Monetary Regulated Entity Page Total 54.00 Itemized Contribution Page Total $620-00$ Regulated Entity Total Loan Reporting Name of Lender Mailing Address Date of Loan Amount of Loan Election Cycle*** Person(s) responsible for repayment of loan Mailing Address Occupation & Place of Employment Fiduciary Relationship**** 1. 2. 1. 2. Reference: OCGA § 21-5-34(b)(1) Loan Page Total $ * Any person who may be employed by a regulated entity, including a person in whose name a license or lease is held, or who is an officer of a regulated entity ** Contribution Type (Monetary, In -Kind, Common Source, Credit Received on Loan) *** Election Cycle (Primary, General, Special, Special Primary, Run -Off Primary, Run -Off General, Run -Off Special, Run -Off Special Primary) **** If any such persons shall have a fiduciary relationship to the lending institution or party making the advance or extension of credit Public Officer/Candidate/Non-Candidate Committee Name _� 0 (_ ['t- oyl W Page �_ of N SEC FORM CCDR SEEO REV 6/2009 State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Itemized Contributions Most Wt cootribtiona received by • single contributor for which the agge" tool b $101.00 or more Note: Loans are no longer reported in "Itemized Contribatiom" teetion. Sec Lose Reporting section below. Q Mark if associated*with a regulated entity Contributor 1. In -Kind Contributions Full Name of Contributor 2. Mailing Address Election Cash Received Date Occupation & Estimated Value (Affiliation of Committee if any) Contribution Type** Employer Cycle*** Amount Description 0 William & Jane Lusk 11102/09 General Contractor General 1355 Summit Rd Lusk & Company 25000 Milton, GA 30004 Monetary Mark & Kellie Meckes 11/02/09 sales General 14585 Creek Club Dr Keller Williams 200.00 Milton, GA 30004 Monetary Thomas & Janet Mulroy 11102/09 Teacher General 610 South Heron Run Ct Fulton County Boardof Education 150.00 Milton GA 30004 Monetary Robert Meyers 11/02/09 Retired General 3265 Wolf Willow Court 50.00 Milton, GA 30004 Monetary ❑ Orkin & Associates 11/02/09 Consultant General 12600 Deerfield Pkwy Orkin & Associates 500 Alpharetta, GA 30004 Monetary LLC Regulated Entity Page Total o Itemized Contribution Page Total $0.00 Regulated Entity Total Loan Reporting Name of Lender Mailing Address Date of Loan Amount of Loan Election Cycle*** Person(s) responsible for repayment of loan Mailing Address Occupation & Place of Employment Fiduciary Relationship**** 1. 2. 1. 2. Reference: OCGA § 21-5-34(b)(1) Loan Page Total $ * Any person who may be employed by a regulated entity, including a person in whose name a license or lease is held, or who is an officer of a regulated entity Olin,** Contribution Type (Monetary, In -Kind, Common Source, Credit Received on Loan) *** Election Cycle (Primary, General, Special, Special Primary Run -Off Primary, Run -Off General, Run -Off Special, Run -Off Special Primary) **** If any such persons shall have a fiduciary relationship to the lending institution or party making the advance or extension of credit Public Officer/Candidate/Non-Candidate Committee Name _�Jolr_ I A—, Page of -5 @4 SEC FORM CCDR SEEO REV 6/2809 State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Itemized Contributions Must list contributions mewed by a single contributor for wbbb the aggregate tool b 8101.00 or more Note: Loans are eo longer reported in-Itemind Cootribations" seetion. See Loss Reporting sretlon below. Q Mark if associated*with a regulated entity Contributor 1. In -Kind Contributions Full Name of Contributor 2. Mailing Address Election Cash Received Date Occupation & Estimated Value (Affiliation of Committee if any) Contribution Type** Employer Cycle*** Amount Description 0 Urban Rump 11/02/09 Reared General Francis Road 170.00 Milton, GA 30004 Monetary Charles 8f Ann MarieSallusti 11/02/09 sales General 665 Heron Run Ct UPS 20000 Milton, GA 30004 Monetary Southeast Investments 11/02/09 Invesanents General 2520 Northwinds Pkwy Ste 325 200.00 Alpharetta, GA 30004 Monetary f Michael Stevens 11/02/09 sales General 570 Greenview Terrace ReMax Greater Atlanta 100.00 Alpharetta, GA 30004 Monetary 13 Ron Wallace 11/02/09 Reared General 13090 Freemanville Rd UPS 500. Milton, GA 30004 Moneta lY Regulated Entity Page Total Regulated Entity Total Itemized Contribution Page Total $1170-00 $ o.00 Loan Reporting Name of Lender Mailing Address Date of Loan Amount of Loan Election Cycle*** Person(s) responsible for repayment of loan Mailing Address Occupation & Place of Employment Fiduciary Relationship**** 1. 2. 1. 2. Reference: OCGA § 21-5-34(b)(1) Loan Page Total $ * Any person who may be employed by a regulated entity, including a person in whose name a license or lease is held, or who is an officer of a regulated entity ** Contribution Type (Monetary, In -Kind, Common Source, Credit Received on Loan) *** Election Cycle (Primary, General, Special, Special Primary, Run -Off Primary, Run -Off General, Run -Off Special, Run -Off Special Primary) **** If any such persons shall have a fiduciary relationship to the lending institution or party making the advance or extension of credit Public Officer/Candidate/Non-Candidate Committee Name �� l (� Page of J� N SEC FORM CCDR SEEO REV 6/2009 State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Itemized Contributions Must list contributions received by s single contributor fw which the sggsegstetow is 5101.00 or more Nate: Loans are so longer reported in'Itemized CostribudonC sectlon. See Loss Reporting section below. Q Mark if associated*with a regulated entity Full Name of Contributor Mailing Address (Affiliation of Committee if any) Contributor Election Cycle*** Cash Amount In -Kind Contributions Received Date Contribution Type** Occupation & Employer Estimated Value Description 0 Irving Warner 14430 Eighteenth Fairway Milton, GA 30004 11/02/09 Systems Analyst MetUfe General 15000 1. Monetary 0 Eileen Wilson 14331 Club Circle Milton, GA 30004 11/02/09 Homemaker General 425.92 to -Kind T -Shirts O El Regulated Entity Page Total Regulated Entity Total Itemized Contribution Page Total $150.00 $ 425.92 Loan Reporting Name of Lender Mailing Address Date of Loan Amount of Loan Election Cycle*** Person(s) responsible for repayment of loan Mailing Address Occupation & Place of Employment Fiduciary Relationship**** 1. 2. 1. 2. Reference: OCGA § 21-5-34(b)(1) Loan Page Total $ * Any person who may be employed by a regulated entity, including a person in whose name a license or lease is held, or who is an officer of a regulated entity ** ** Contribution Type (Monetary, In -Kind, Common Source, Credit Received on Loan) *** Election Cycle (Primary, General, Special, Special Primary, Run -Off Primary, Run -Off General, Run -Off Special, Run -Off Special Primary) **** If any such persons shall have a fiduciary relationship to the lending institution or party making the advance or extension of credit Public Officer/Candidate/Non-Candidate Committee Name rJm In &0 ill/ 1(tJ Page 5 of Irk SEC FORM CCDR SEED REV OW009 State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Itemized Expenditures Must list expenditures made to a s' a recipient for which the alzregate total or more List Name and Mailing Address of Recipient Expenditure Date Expenditure Type* Occupation & Employer Expenditure Purpose Amount Paid Brenda Longoria 14341 Club Circle Milton, GA 30004Monetary 11/10/09 Sales Prudential Reimbursement for Campaign Materials and Marketing $ 4157.18 HEG On Target Solutions 12/15/09 On Target Solutions Autocall for Election $ 700.00 Monetary Brenda Longoria 14341 Club Circle Milton, GA 30004Monetary 12/29/09 Sales Prudential Reimbursement for Campaign Materials and Marketing $ 2778 $ Page Total $ 7835.18 * Expenditure Type (Expenditure, In -Kind, Loan Repayment, Refund, Reimbursement, Credit Card, 3rd Party, Deferred Payment, Payment on Deferred Expense, Investment) Public Officer/Candidate/Other Than Candidate Committee Name Joe Longoria Page 1 of -I N SgC FORM CCDR SEEO Rev 6/2009 State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Investments Statement 1. Investment Name Account Number Institution/Person Holding Account Mailing Address City, State, Zip Value at beginning of reporting period $ Value at end of reporting period $ Difference in value $ Interest Paid Out $ Cash Dividends $ Investment Transactions Date Person(s) Involved in Transaction Value of investment purchased Value of investment sold Profit Loss 2. Investment Name Account Number Institution/Person Holding Account Mailing Address City, State, Zip Value at beginning of reporting period $ Value at end of reporting period $ Difference in value $ Interest Paid Out $ Cash Dividends $ Investment Transactions Date Person(s) Involved in Transaction Value of investment purchased Value of investment sold Profit Loss Total value of investments at beginning of reporting�period $ Total value of investments at end of reporting period $ Total difference in value $ Page Total Cash Dividends: $ Page Total Interest Paid Out: $ Page Total Profit: $ Page Total Loss: $ Public Officer/Candidate/Other Than Candidate Committee Name Joe Longoria Page of SEC FORM CCDR SEEO REV OMAN State of Georgia Campaign Contribution Disclosure Report - Statewide Elected Executive Officer Addendum Statement The Addendum Statement should be used for explanation of any additional information needed to complete an accurate filing of this report. Public ORfar/Candidate/Other Than Candidate Committee Name Joe Longoria page 1 of 1