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Home My WebLink About2016 01-01 thru 06-30 Alvarez 460Recipient Committee Campaign Statement Cover Page SEE INSTRUCTIONS ON REVERSE Statement covers period from 01/01/16 through 06/30/16 1. Type of Recipient Committee: All Committees - complete Parts 1, 2, 3, and 4. 0. Officeholder, Candidate Controlled Committee 0 State Candidate Election Committee 0 Recall (Also Complete Part 5) ❑ General Purpose Committee 0 Sponsored 0 Small Contributor Committee 0 Political Party/Central Committee 3. Committee Information ❑ Primarily Formed Ballot Measure Committee 0 Controlled 0 Sponsored (Also Complete Part 6) ❑ Primarily Formed Candidate/ Officeholder Committee (Also Complete Part 7) MIKE ALVAREZ FOR CITY COUNCIL 2016 STREETADDRESS (NO P.O. BOX) COVER PAGE CITY CLERK Date of election if applicable 16 AL 27 PM 2' 41 Page 1 of 16 (Month, Day, Year) For Official Use Only 11/08/16 2. Type of Statement: ❑ Preelection Statement ❑ Quarterly Statement Semi-annual Statement ❑ Special Odd -Year Report ❑ Termination Statement (Also file a Form 410 Termination) ❑ Amendment (Explain below) I.D. NUMBER Treasurer(s) 1350998 NAME OF TREASURER G. DAVID PIPER MAILING ADDRESS CITY STATE ZIP CODE Aare rnnrrounrur ORANGE CA 92867 MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX CITY STATE ZIP CODE AREACODE/PHONE CITY STATE ZIP CODE AREACODE/PHONE ORANGE CA 92867 NAME OF ASSISTANT TREASURER, IF ANY MAILINGADDRESS CITY STATE ZIP CODE AREACODE/PHONE OPTIONAL: FAX / E-MAIL ADDRESS OPTIONAL: FAX / E-MAIL ADDRESS david@piper cpa.com 4. Verification I have used all reasonable diligence in preparing and reviewing this statement and 1 ^ ; attached schedules is true and complete. I certify under penalty of perjury under the laws of the State of California that the fore Executed on 7 ~4�� 1 �- By", Date Executed on ol `Z42By. Date a Officer of Sponsor Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent Executed on By Date Signature of Controlling Officeholder, Candidate, State Measure Proponent FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Recipient Committee Campaign Statement Cover Page — Part 2 5. Officeholder or Candidate Controlled Committee NAME OF OFFICEHOLDER OR CANDIDATE MIKE ALVAREZ OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) ORANGE CITY COUNCIL RESIDENTIAUBUSINESS ADDRESS (NO. AND STREET) CITY STATE ZIP ORANGE, CA 92867 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 CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODEIPHONE COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX) CITY STATE ZIP CODE AREA CODE/PHONE COVER PAGE - PART 2 Page 2 of 16 6. Primarily Formed Ballot Measure Committee NAME OF BALLOT MEASURE BALLOT NO. OR LETTER JURISDICTION ❑ SUPPORT ❑ 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 Listnames 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 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.sa.gov Campaign Disclosure Statement Amounts may be rounded Summary Page to whole dollars. Statement covers period from 01/01/16 SUMMARY PAGE through 06/30/16 Page 3 of 16 SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER MIKE ALVAREZ FOR CITY COUNCIL 2016 1350998 Contributions Received Column A Column B Calendar Year Summary for Candidates TOTAL THIS PERIOD (FROM ATTACHED SCHEDULES) CALENDAR YEAR TOTAL TO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions................................................... schedule A, Line 3 15590.00 $ $ 15590.00 200.00 16400.00 1/1 through 6/30 7/1 to Date 2. Loans Received................................................................ Schedule B, Line 3 15790.00 31990.00 20. Contributions 3. SUBTOTAL CASH CONTRIBUTIONS .................... Received $ $ 4. Nonmonetary Contributions ............................................ Schedule C, Line 3 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED....................................Add Lines 3+4 $ 15790.00 $ 31990.00 Made $ $ Expenditures Made 6. Payments Made................................................................ Schedule E, Line 4 $ 1325.00 $ 1325.00 7. Loans Made.. ..... ........... - ...... .......................................... Schedule H, Line 3 0.00 0.00 8. SUBTOTAL CASH PAYMENTS. ................................ ........ Add Lines 6+7 $ 1325.00 $ 1325.00 9. Accrued Expenses (Unpaid Bills) .......................................... schedule F Line 3 0.00 1439.78 10. Nonmonetary Adjustment......................................................... Schedule C, Line 3 0.00 0.00 11. TOTAL EXPENDITURES MADE........................................Add Lines s+s+10 $ 1325.00 $ 2764.78 Current Cash Statement 12. Beginning Cash Balance ............................ Previous Summary Page, Line 16 $ 23.66 To calculate Column B, 13. Cash Receipts..... ..... -- ............ ................................ Column A, Line 3 above 15790.00 add amounts in Column 14. Miscellaneous Increases to Cash .................................. Schedule 1, Line 4 0.00 A to the corresponding amounts from Column B 15. Cash Payments......................................................... Column A, Line s above 1325.00 of your last report. Some 1448866 amounts in Column A may 16. ENDING CASH BALANCE ..................Add Lines 12 + 13 + 14, then subtract Line 15 $ . be negative figures that should be subtracted from If this is a termination statement, Line 16 must be zero. previous period amounts. If this is the first report being 17. LOAN GUARANTEES RECEIVED ................................ Schedule B, Part 2 $ 0.00 filed for this calendar year, only carry over the amounts from Lines 2, 7, and 9 (if Cash Equivalents and Outstanding Debts 18. Cash Equivalents... ........ .................................... See instructions on reverse $ 0.00 any). Expenditure Limit Summary for State Candidates 22. Cumulative Expenditures Made* (If Subject to Voluntary Expenditure Limit) Date of Election Total to Date (mm/dd/yy) *Amounts in this section may be different from amounts reported in Column B. 19. Outstanding Debts .............................. Add Line 2 +Line gin Column B above $ 17839.78 1 I FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A Amounts may be rounded SCHEDULE A Monetary Contributions Received W W"Ole u011ala. Statement covers period 01/01/16 . from ® through 06/30/16 page 4 of ) to SEE INSTRUCTIONS ON REVERSE NAME OF FILER I.D. NUMBER MIKE ALVAREZ FOR CITY COUNCIL 2016 1350998 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 PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) JZI IND 06/27/16 PATRICIA BUTTRESS 3434 E. WESTRIDGE DR ❑ COM PUBLIC AFFAIRS/SELF- 100.00 100.00 100.00 ❑ OTH EMPLOYED ORANGE, CA 92867 ❑ PTY ❑ SCC El IND ARGENT RETAIL ADVISORS INC [I COM 06/09/16 277 VISTA DEL LAGO #2 ®OTH 400.00 400.00 400.00 MISSION VIEJO, CA 92692 ❑ PTY ❑ SCC ® IND 06/20/16 BRETT BITTEL 18603 VILLA DR ❑ COM ❑ OTH MANAGER/ 175.00 175.00 175.00 ENTERPRISE VILLA PARK, CA 92861 ❑ PTY RENTALS ❑ SCC BUILDING INDUSTRY ASSOC OF SO CAL ❑IND ®COM 06/14/16 PAC 741733 C/O REED & DAVIDSON ❑ OTH 1000.00 1000.00 1000.00 515 S. FIGUEROA ST #1110, LA, CA 90071 ❑ PTY ❑ SCC CHIP OFF THE OLD BLOCK TRUST/EXEC ❑ IND ❑ COM GINA M. OKLEHAS/RE 06/07/16 BUSINESS MATTERS, 428 S. ESPLANADE ® OTH DEVELOPER 175.00 175.00 175.00 ORANGE, CA 92869 ❑ PTY ❑ SCC SUBTOTAL $ 1850.00 Schedule A Summary 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 $ 13720.00 1870.00 15590.00 '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 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE (CONT.) Monetary GontributlonS Keceived to wnoie oouars. Statementcover 'W�' "� , from 16eriod ®•'. F through 06/30/16 page 5 of NAME OF FILER I.D. NUMBER MIKE ALVAREZ FOR CITY COUNCIL 2016 1350998 DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CONTRIBUTOR CODE * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED ) El IND CITY OF ORANGE POLICE ASSN PAC # ® COM 06/08/16 841889, 1415 L STREET STE 410 ❑ OTH 1000.00 1000.00 1000.00 SACRAMENTO, CA 95814 ❑ PTY ❑ SCC NANCY COLLINS ® IND ElOTH COM INSURANCE 06/08/16 326 E. JACKSON AVE ElOTH SERVICES/SELF- 200.00 200.00 200.00 ORANGE, CA 92867 ❑ PTY EMPLOYED ❑ SCC COMMUNICATIONS LAB ❑ IND El COM ARIANNA 06/08/16 701 E. CHAPMAN AVE ® OTH BARRIOS/OWNER 175.00 175.00 175.00 ORANGE, CA 92866 ❑ PTY ❑ SCC JAMES L. COOK El IND INSURANCE/'FARMERS 05/24/16 311 N. TUSTIN #A ❑OTH INSURANCE 100.00 100.00 100.00 ORANGE, CA 92867 ❑ PTY ❑ SCC BARRY COTTLE ® IND El COM R.E. INVESTOR/ 06/02/16 14211 YORBA ST STE 200 ❑ OTH C&C DEVELOPMENT 1000.00 1000.00 1000.00 TUSTIN, CA 92780 ❑ PTY ❑ SCC SUBTOTAL $ 2475.00 *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 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULEA (CONT.) ivioneraryrl u Ions ecelve o e oars. Statement covers eriod �'• - from 01/01/16 11L, through 06/30/16 Page 6 of NAME OF FILER I.D. NUMBER MIKE ALVAREZ FOR CITY COUNCIL 2016 1350998 DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CONTRIBUTOR CODE * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED ) ❑IND CR&RINCORPORATED ❑ COM 05/26/16 11292 WESTERN AVE ® OTH 1000.00 1000.00 1000.00 STANTON, CA 90680 ❑ PTY ❑ SCC DOUGLASS S. DAVERT ® IND ElcoM ATTORNEY/ DAVERT & 06/03/16 625 THE CITY DR STE 350 ❑ OTH LOE 250.00 250.00 250.00 ORANGE, CA 92868 ❑ PTY ❑ SCC THOMAS J. DAVIDSON ®IND El❑ COM REAL ESTATE/ 06/08/16 6122 E. SANTIAGO CANYON ROAD TH OTH SELF-FIRST TEAM 175.00 175.00 175.00 ORANGE, CA 92869 ❑ PTY ❑ SCC CLAUS DIECKELL V IND El COM FOUNDER/ MILAN 06/06/16 888 S. DISNEYLAND DR STE 103 El OTH CAPITAL 600.00 600.00 600.00 ANAHEIM, CA 92802 ❑ PTY ❑ scc FRANKLYN R. ELFEND ® IND ❑ COM OWNER/ ELFEND & 06/29/16 18101 VON KARMAN AVE STE 1280 ❑ OTH ASSOCIATES 1000.00 1000.00 1000.00 IRVINE, CA 92612 ❑ PTY ❑ SCC SUBTOTAL $ 3025.00 *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 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULEA (CONT.) Monetary l:Ontt9UtltionS Keceived to wnoie aouars. Statement covers period , from 01/01/16 • - through 06/30/16 page 7 of ! (,, NAME OF FILER I.D. NUMBER MIKE ALVAREZ FOR CITY COUNCIL 2016 1350998 DATE RECEIVED LL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CONTRIBUTOR CODE * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE FLESLIE (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED ) ® IND FIELDS ❑ COM LANDSCAPE 05/24/16 1916 WARBLER PLACE El OTH CONTRACTOR/ 175.00 175.00 175.00 ORANGE, CA 92867 ❑ PTY TROPICAL PLAZA INC ❑ SCC MICHELLE GREGORY ® IND ❑ COM SELF-EMPLOYED/ THE 06/18/16 349 N. RENE ST El OTH JONES VICTORIAN 150.00 150.00 150.00 ORANGE, CA 92869 ❑ PTY ESTATE ❑ SCC DOY HENLEY ® IND El COM CEO/ HENLEY 06/08/16 14251 MIMOSA LN ❑ OTH PROPERTIES, INC 195.00 195.00 195.00 TUSTIN, CA 92780 ❑ PTY ❑ SCC ROGER HOBBS Q IND El COM R.E. DEVELOPER/ 06/07/16 1110 E. CHAPMAN AVE #206 El OTH R.C. HOBBS CO 200.00 200.00 200.00 ORANGE, CA 92866 ❑ PTY ❑ SCC MARY EILEEN MATHEIS ® IND ❑ COM LAWYER/ IRVINE 06/08/16 3 TEAL ❑ OTH VALLEY WATER 100.00 100.00 100.00 IRVINE, CA 92604 ❑ PTY DISTRICT ❑ SCC SUBTOTAL $ 820.00 `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 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE (CONT.) Monetary Contributions Received to whole dollars. Statement covers period ® , from 01/01/16 • ' through 06/30/16 Page 8 of t NAME OF FILER I.D. NUMBER MIKE ALVAREZ FOR CITY COUNCIL 2016 1350998 DATE LL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) FMHET CODE (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) El IND PAC #820165, MANUFACT. HOUSING ® COM 05/27/16 EDUCAT.C/OCAMPAIGN COMPLIANCE GRP, ❑ OTH 500.00 500.00 500.00 9070 IRVINE CTR DR 150, IRVINE CA 92618 ❑ PTY ❑ SCC MHIS CORP DBA MANUFACTURED ❑ IND El COM BARRY COLE 05/25/16 HOUSING INSURANCE, 1500 E. KATELLA ® OTH 175.00 175.00 175.00 AVE #1, ORANGE, CA 92867 ❑ PTY ❑ SCC CARMEN A. MORINELLO ® IND ❑ COM LAWYER/SELF- 06/27/16 201 S. COUNTRY HILL RD El OTH EMPLOYED 1000.00 1000.00 1000.00 ANAHEIM, CA 92808 ❑ PTY ❑ SCC V IND STEVEN A. NELSON ElcoM R.E. INVESTOR/ SELF - 06/20/163 853 N. SHATTUCK PL ❑ OTH EMPLOYED 200.00 200.00 200.00 ORANGE, CA 92867 ❑ PTY ❑ SCC CHRISTOPHER NICHELSON ® IND El COM PRESIDENT/ MILAN 06/07/16 2003 N. EDGEMONT ST ❑ OTH CAPITAL 400.00 400.00 400.00 LOS ANGELES, CA 90027 ❑ PTY ❑ SCC SUBTOTAL $ 2275.00 "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 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE (CONT.) Monetary GontributlonS Keceivea io wnoie aonars. Statement covers period I �' from 01/01/16 • - through 06/30/16 Page 9 of ) NAME OF FILER I.D. NUMBER MIKE ALVAREZ FOR CITY COUNCIL 2016 1350998 DATE RECEIVED FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CONTRIBUTOR CODE * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED ) OLSON URBAN - ORANGE 3, LLC El IND El coM 06/08/16 3010 OLD RANCH PARKWAY STE 100 ® OTH 500.00 500.00 500.00 SEAL BEACH, CA 90740 ❑ PTY ❑ SCC PALMER, LOMBARDI & DONOHUE LLP ❑ IND 06/29/16 515 S. FLOWER STS STE 2100 El coM ® OTH 250.00 250.00 250.00 LOS ANGELES, CA 90071 ❑ PTY ❑ ScC PRECISION HIGH SPEED DOORS & EQUIP El IND 06/08/16 2220 E. TRENTON AVE El coM ® OTH 100.00 100.00 100.00 ORANGE, CA 92867 ❑ PTY ❑ SCC R.J. NOBLE COMPANY ❑ IND coM 05/25/16 15505 E. LINCOLN AVE EI OTH 500.00 500.00 500.00 ORANGE, CA 92865 ❑ PTY ❑ SCC MARILYN I. ROHM ® IND El coM PREMIER BANKER/ 06/08/16 . 230SPOINSETTIA DR El OTH WELLS FARGO BANK 100.00 100.00 100.00 ORANGE, CA 92868 ❑ PTY I] SCC SUBTOTAL $ 1450.00 *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 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULE (CONT.) ivionetary l.ontf ibmions Received to wnoie aouars. Statement covers period CALIFORNIA A from 01/01/16 FORM through 06/30/16 Page 10 of 1 NAME OF FILER I.D. NUMBER MIKE ALVAREZ FOR CITY COUNCIL 2016 1350998 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR CONTRIBUTOR IFAN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT CUMULATIVE TO DATE PER ELECTION RECEIVED (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE * (IF SELF-EMPLOYED, ENTER NAME RECEIVED THIS PERIOD CALENDAR YEAR (JAN. 1 - DEC. 31) TO DATE (IF REQUIRED) OF BUSINESS) THERESA SEARS ® IND ❑ RETIRED 06/08/16 7733 SANTIAGO CANYON RD OTH ElOOTH 100.00 100.00 100.00 ORANGE, CA 92863 ❑ PTY ❑ ScC 06/23/16 JASON R. SHUPPERT ®f IND El COM SELF-EMPLOYED 911 E. VISTA DEL GAVIOTA AVE El OTH 200.00 200.00 200.00 ORANGE, CA 92865 ❑ PTY ❑ ScC JOHN SPURGEON ®IND ❑ COM RETIRED 05/25/16 6317 E. MABURY AVE ❑ OTH 100.00 100.00 100.00 ORANGE, CA 92867 ❑ PTY ❑ SCC THE WHITAKER PROFESSIONAL CORP ❑ IND ❑ CoM 05/24/16 631 E. JEFFERSON AVE SUITE B Il OTH 1000.00 1000.00 1000.00 ORANGE, CA 92866 ❑ PTY ❑ SCC 05/24/16 THE WHITAKER PROFESSIONAL CORP ❑ IND CO THIS CHECK WAS 631 E. JEFFERSON AVE SUITE B ® REFUNDED 6/07116 SEE 175.00 ORANGE, CA 92866 ❑ PTY SCHEDULE E ❑ ScC SUBTOTAL$ 1575.00 *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 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule A (Continuation Sheet) Amounts may be rounded SCHEDULEA (CONT.) Monetary Contributions Received to whole dollars. Statement covers period ® . from 01/01/16 • ' through 06/30/16 Page 11 of i NAME OF FILER I.D. NUMBER MIKE ALVAREZ FOR CITY COUNCIL 2016 1350998 DATE FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR COMMITTEE, CONTRIBUTOR * IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER AMOUNT RECEIVED THIS CUMULATIVE TO DATE CALENDAR YEAR PER ELECTION TO DATE RECEIVED (IF ALSO ENTER I.D. NUMBER) CODE (IF SELF-EMPLOYED, ENTER NAME PERIOD (JAN. 1 - DEC. 31) (IF REQUIRED) OF BUSINESS) ® IND TINA THOMPSON El COM EDITOR/ 06/08/16 178 S. AMBERWOOD ST ❑OTH SELF-EMPLOYED 150.00 150.00 150.00 ORANGE, CA 92869 ❑ PTY ❑ SCC DOUGLAS WILLITS ® IND ❑ coM REAL ESTATE/ RICCI 06/03/16 630 E. MAPLE AVE ❑ OTH REALTY 100.00 100.00 100.00 ORANGE, CA 92866 ❑ PTY ❑ scc ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC ❑ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTAL $ 250.00 *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 (1an/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov SCHEDULE B - PART 1 Schedule B — Part 1 to whole dollars. Statement covers period Loans Received 01/01/16 - from • SEE INSTRUCTIONS ON REVERSE through 06/30/16 Page 12 of 16 NAME OF FILER I.D. NUMBER MIKE ALVAREZ FOR CITY COUNCIL 2016 1350998 FULL NAME, STREET ADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER a OUTSTANDING ( AMOUNT (c) AMOUNT PAID OUTSTANDING e INTEREST ORIGINAL 9 CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER BALANCE BEGINNING THIS RECEIVED THIS PERIOD OR FORGIVEN* BALANCE AT CLOSE OF THIS PAID THIS AMOUNT OF CONTRIBUTIONS NAME OF BUSINESS) PERIOD THIS PERIOD PERIOD PERIOD LOAN TO DATE MIKE ALVAREZ REALTOR/AVAREZ ❑ PAID CALENDAR YEAR PROPERTIES $ 0 $ 15,500 0 % $ 20.000 $ ❑ FORGIVEN PER ELECTION" ORANGE, CA 92867 RATE 15,500 $ 0 $ 0 N/A $ 0 09/16/12 $ t JZ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED MIKE ALVAREZ REACTOR/AVAREZ El PAID CALENDAR YEAR PROPERTIES $ 0 $ 250 0 % $ 250 $ ❑ FORGIVEN PER ELECTION* ORANGE, CA 92867 RATE $ 250 $ 0 $ 0 N/A $ 0 01/19/14 $ t O IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED MIKE ALVAREZ_ REACTOR/AVAREZ [:1 PAID CALENDAR YEAR _ _ PROPERTIES $ 0 $ 100 0 % $ 100 $ ❑ FORGIVEN PER ELECTION" ORANGE, CA 92867 RATE $ 100 $ 0 $ 0 NIA $ 0 07/28/14 $ DATE DUE DATE INCURRED t O IND ❑ COM ❑ OTH ❑ PTY ❑ SCC SUBTOTALS $ SEE PG 13 $ PG 13 $ PG 13 $ PG13 Schedule B Summary 1. Loans received this period....................................................................................................................$ SEE PAGE 13 (Total Column (b) plus unitemized loans of less than $100.) 2. Loans paid or forgiven this period.........................................................................................................$ SEE PACE 13 (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 $ SEE PACE 13 Enter the net here and on the Summary Page, Column A, Line 2. (May be a negative number) "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 (!an/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Amnnnts ma- hn rounder' SCHEDULE B - PART 1 Schedule — a to whole dollars. Statement covers period Loans Received 01/01/16 from e SEE INSTRUCTIONS ON REVERSE through 06/30/16 page 13 of NAME OF FILER I.D. NUMBER MIKE ALVAREZ FOR CITY COUNCIL 2016 1350998 FULL NAME, STREETADDRESS AND ZIP CODE IF AN INDIVIDUAL, ENTER OCCUPATION AND EMPLOYER OUTSTANDING AMOUNT I AMOUNT PAID OUTSTANDING e INTEREST ORIGINAL 9 CUMULATIVE OF LENDER (IF COMMITTEE, ALSO ENTER I.D. NUMBER) (IF SELF-EMPLOYED, ENTER NAME OF BUSINESS) BALANCE BEGINNING THIS RECEIVED THIS PERIOD OR FORGIVEN* THIS PERIOD BALANCE AT CLOSE OF THIS PAID THIS PERIOD AMOUNT OF LOAN CONTRIBUTIONS TO DATE PERIOD PERIOD MIKE ALVAREZ REALTOR/ALVAREZ ❑ PAID CALENDAR YEAR PROPERTIES $ 0 $ 200 0 $ 200 $ ❑ FORGIVEN PER ELECTION. UKANGt, LA 928tit RATE $ 200 $ 0 0 N/A $ 0 02/01/15 t IZ IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED MIKE ALVAREZ REALTOR/ALVAREZ ❑PAID CALENDAR YEAR PROPERTIES $ 0 $ 150 0 , $ 150 s ❑ FORGIVEN PER ELECTION" ORANGE, CA 92867 RATE $ 150 $ 0 $ 0 NIA $ 0 09/10/15 $ to IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED MIKE ALVAREZ REACTOR/ALVAREZ ❑ PAID CALENDAR YEAR PROPERTIES $ 0 $ 200 0 % $ 200 s ❑ FORGIVEN PER ELECTION- ORANGE, CA 92867 RATE $ 0 $ 200 $ 0 N/A $ 0 01 /26/16 $ t O IND ❑ COM ❑ OTH ❑ PTY ❑ SCC DATE DUE DATE INCURRED SUBTOTALS $ 200 $ 0 $ 16,400 $ 01 (Enter (e) on Schedule B Summary Schedule E, Line 3) 1. Loans received this period....................................................................................................................$ 900 (Total Column (b) plus unitemized loans of less than $100.) Loans paid or forgiven this period.........................................................................................................$ (Total Column (c) plus loans under $100 paid or forgiven.) (Include loans paid by a third party that are also itemized on Schedule A.) Net change this period. (Subtract Line 2 from Line 1.).............................................................. NET $ 2nn Enter the net here and on the Summary Page, Column A, Line 2. (May be a negative number) "Amounts forgiven or paid by another party also must be reported on Schedule A. "` If required. 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 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule E Payments Made Amounts may be rounded to whole dollars. Statement covers period from 01/01/16 SCHEDULE E 06/30/16 h SEE INSTRUCTIONS ON REVERSE through Page 14 of 16 NAME OF FILER I.D. NUMBER MIKE ALVAREZ FOR CITY COUNCIL 2016 1350998 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphernalia/misc. MBR member communications RAD 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' salaries CVC civic donations PET petition circulating TEL t.v, or cable airtime and production costs FIL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals IND independent expenditure supporting/opposing others (explain)* POS 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 information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID G. DAVID PIPER, CPA 1500 E. KATELLA AVE STE 7 PRO 150.00 ORANGE, CA 92867 THE WHITAKER PROFESSIONAL GROUP 631 E. JEFFERSON AVE SUITE B RFD 175.00 ORANGE, CA 92866 MARTIN COLLEARY/ COLLEARY'S BISTRO FOOD FOR EVENT 2143 N. TUSTIN ST SUITE A-6/A-7 FND 1000.00 ORANGE, CA 92865 * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL $ 1325.00 Schedule E Summary 1. Itemized payments made this period. (Include all Schedule E subtotals.)............................................................................................................. $ 1325.00 2. Unitemized payments made this period of under$100.......................................................................................................................................... $ 0.00 3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column(e).)............................................................................. $ 0.00 4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A, Line 6.)........................... TOTAL $ 1325.00 FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule F Accrued Expenses (Unpaid Bills) SEE INSTRUCTIONS ON REVERSE NAME OF FILER MIKE ALVAREZ FOR CITY COUNCIL 2016 Amounts may be rounded to whole dollars. Statement covers period from 01/01/16 through 06/30/ 16 SCHEDULEF Page 15 of 16 I.D. NUMBER 1350998 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CMP campaign paraphernalia/misc. MBR member communications RAD 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' salaries CVC civic donations PET petition circulating TEL t.v. or cable airtime and production costs FIL candidate filing/ballot fees PHO phone banks TRC candidate travel, lodging, and meals FND fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals IND independent expenditure supporting/opposing others (explain)* POS 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 information technology costs (internet, e-mail) ( ( (c) ( NAME AND ADDRESS OF CREDITOR CODE OR OUTSTAA NDING AMOUNT INNCURRED AMOUNT PAID OUTSTANDING (IF COMMITTEE, ALSO ENTER I.D. NUMBER) DESCRIPTION OF PAYMENT BALANCE BEGINNING THIS PERIOD THIS PERIOD BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD MIKE ALVAREZ 1439.78 0.00 0.00 1439.78 ORANGE, CA 92867 SUBVENDOR: FND AVILA'S EL RANCHITO, 182 SOUTH ORANGE ST ORANGE, CA 92866 $100 SUBVENDOR: LIT AVP PRINTING, 12131 N. TUSTIN AVE SEE NEXT PAGE ORANGE, CA 92807 $300 * Payments that are contributions or Independent expenditures must also be SUBTOTALS $ $ $ summarized on Schedule D. 1439.78 $ 0.00 0.00 1439.78 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 $ 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 unitemized payments on accrued expenses under$100.)................................... PAID TOTALS $ 3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and on the Summary Page, Column A, Line 9.).......................................................................................................... = me ..................................... NET $ 0.00 May be a negative number FPPC Form 460 (1an/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov Schedule F (Continuation Sheet) Accrued Expenses (Unpaid Bills) MIKE ALVAREZ FOR CITY COUNCIL 2016 Amounts may be rounded to whole dollars. CODES: If one of the following codes accurately describes the payment, you may enter the code. CMP campaign paraphernalia/misc. MBR member communications CNS campaign consultants MTG meetings and appearances CTB contribution (explain nonmonetary)* OFC office expenses CVC civic donations PET petition circulating FIL candidate filing/ballot fees PHO phone banks FND fundraising events POL polling and survey research IND independent expenditure supporting/opposing others (explain)* POS postage, delivery and messenger services LEG legal defense PRO professional services (legal, accounting) LIT campaign literature and mailings PRT print ads * Payments that are contributions or independent expenditures must also be summarized on Schedule D. Statement covers period from 01/01/16 through 06/30/16 SCHEDULE F (CONT.) CALIFORNIA FORM T /� 60 Page • of 16 00. NUMBER 1" Otherwise, describe the payment. RAID radio airtime and production costs RFD returned contributions SAL campaign workers' salaries TEL t.v. or cable airtime and production costs TRC candidate travel, lodging, and meals TRS staff/spouse travel, lodging, and meals TSF transfer between committees of the same candidate/sponsor VOT voter registration WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF CREDITOR (IF COMMITTEE, ALSO ENTER I.D. NUMBER) CODE OR DESCRIPTION OF PAYMENT ( OUTSTAA NDING BALANCE BEGINNING ( AMOUNT INNCURRED THIS PERIOD (c) AMOUNT PAID THIS PERIOD ( OUTSTANDING BALANCE AT CLOSE OF THIS PERIOD (ALSO REPORT ON E) OF THIS PERIOD SUBVENDOR: COGS SOUTH SIGNS, 3309 S. MAIN ST CMP SANTA ANA, CA 92707 $1039.78 SUBTOTALS $ SEE $ PREVIOUS $ PAGE $ FPPC Form 460 (Jan/2016) FPPC Advice: advice@fppc.ca.gov (866/275-3772) www.fppc.ca.gov