HomeMy Public PortalAboutForm 460 (Campaign Statements) Ted Mertens 2022 (5)Recipient Committee
Campaign Statement
Cover Page
SEE INSTRUCT30NS ON REVERSE
Statement covers period
from 10/23/2022
through 12/31/2022
1. Type of Recipient Committee: All Committees — Complete Parts 1, 2, 3, and 4.
m Officeholder, Candidate Controlled Committee
O State Candidate Election Committee
Q Recall
(Also Complete PO 5)
❑ eneral Purpose Committee
Sponsored
8 Small Contributor Committee
Political Party/Central Committee
E Primarily Formed Ballot Measure
Committee
U Controlled
0 Sponsored
{Also Compte s Part 6)
❑ Primarily Formed Candidate/
Officeholder Committee
(Atsa Cemplele Part])
Date of election if applicable:
(Month, Day, Year)
11/08/2022
Date Stamp
JAN L
2. Type of Statement:
❑ Preelection Statement
m Semi-annual Statement
m Termination Statement
(Also file a Form 410 Termination)
❑ Amendment (Explain below)
COVER PAGE
CALIFORNIA 460
FORM
Page I of 8
For Official Use Only
El Quarterly Statement
❑ Special Odd -Year Report
3. Committee Information
I.D. NUMBER
1453220
COMMITTEE NAME (OR CANDIDATE'S NAME IF NO COMMITTEE)
Elect Ted Mertens IW City Council 2022
STREET ADDRESS (NO P.O. BOX)
74972 Saguaro Lane
CITY
STATE ZIP CODE AREA CODE/PHONE
Indian Wells CA 92210
MAILING ADDRESS (IF DIFFERENT) NO. AND STREET OR P.O. BOX
7607768186
CITY
STATE ZIP CODE AREA CODE/PHONE
OPTIONAL: FAX ! E-MAIL ADDRESS
Treasurer(s)
NAME OF TREASURER
J.L. Mertens
MAILING ADDRESS
74972 Saguaro Lane
CITY
Indian Wells
STATE ZIP CODE
CA 92210
AREA CODE/PHONE
7607768186
NAME OF ASSISTANT TREASURER, IF ANY
MAILING ADDRESS
CITY
STATE ZIP CODE
AREA CODE/PHONE
OPTIONAL: FAX / E-MAIL ADDRESS
4. Verification
I have used MI 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.
certify under penalty of perjury under the laws of the State of California that the foregoing
Treasurer
13y
By
Signature of Controlling Officeholder, Candidate, State Measure Proponent
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
COVER PAGE - PART 2
Recipient Committee
Campaign Statement
Cover Page — Part 2
5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee
CALIFORNIA 460
FORM V
Page 2
of 8
NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE
Ted Mertens.
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
City Council - City of Indian Wells
RESIDENTIAL/BUSINESS ADDRESS (NO.AND STREET) CITY STATE ZIP
74972 Saguaro Lane Indian Wells CA 92210
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
LO. NUMBER
NAME OF TREASURER
CONTROLLED COMMITTEE?
❑YES NO
COMMITTEE ADDRESS STREET ADDRESS (NO P.O. BOX)
CITY
STATE ZIP CODE AREA CODE/PHONE
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
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 List names of
officeholder(s) or candldate(s) for which this committee Is primarily formed.
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD
ID 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
Mi SUPPORT
❑ OPPOSE
Attach continuation sheets if necessary
FPPC Farm 460 (Jan/2016)
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Campaign Disclosure Statement
Summary Page
SEE INSTRUCTIONS ON REVERSE
Amounts may be rounded
to whole dollars.
NAME OF FILER
Elect Ted Mertens IW City Council 2022
Statement covers period
from 10/23/2022
through 12/31/2022
SUMMARY PAGE
Page 3 of 8
I.D. NUMBER
1453220
Contributions Received
1. Monetary Contributions
2. Loans Received
3. SUBTOTAL CASH CONTRIBUTIONS
4. Nonmonetary Contributions
5. TOTAL CONTRIBUTIONS RECEIVED
Schedule A, Line 3
Schedule 8, Line 3
Add Lines 1 + 2
Schedule C, Line 3
........Add Lines 3 + 4
Column A
TOTAL THIS PER10❑
FROM ATTACHED SCHEOULES)
$ 2332.00
-3000.00
$ -668 .00
0
$ -668.00
Column B
CALENDAR YEAR
TOTAL 70 DATE
$ 5332.00
0
$ 5332.00
563.06
$ 5895.06
Calendar Year Summary for Candidates
Running in Both the State Primary and
General Elections
20. Contributions
Received $
21. Expenditures
Made $
1/1 through 6/30
$
7/1 to Date
Expenditures Made
6. Payments Made Schedule E, Line 4 $
7. Loans Made Schedule H, Line 3
8. SUBTOTAL CASH PAYMENTS Add Lines 6+7 $
9. Accrued Expenses (Unpaid Bills) Schedule F Line 3
10. Nonmonetary Adjustment Schedule C, Line 3
11. TOTAL EXPENDITURES MADE Add Lines 8+9+ 10 $
637.58
0
637.58
-500.00
0
137.58
$ 5332.00
0
$ 5332,00
0
563.06
$ 5895.06
Current Cash Statement
12. Beginning, Cash Balance
13. Cash Receipts
14. Miscellaneous Increases to Cash
15. Cash Payments
16. ENDING CASH BALANCE
Previous Summary Page, Line 16
Column A, Line 3 above
Schedule 1, Line 4
Column A, Line 6 above
Add Lines 12 + 13 + 14, then subtract Line 15
If this is a termination statement, Line 16 must be zero.
$ 1305.58
-668.00
0
637.58
$ l)
17. LOAN GUARANTEES RECEIVED
Schedule 8, Part 2 $
Cash Equivalents and Outstanding Debts
18, Cash Equivalents See instructions on reverse
19. Outstanding Debts Add Line 2 + Line 9 in Column B above
$o
To calculate Column B,
add amounts in Column
A to the corresponding
amounts from Column B
of your last report. Some
amounts in Column A may
be negative fgures that
should be subtracted from
previous period amounts. If
this is the first report being
filed for this calendar year,
only carry over the amounts
from Lines 2, 7, and 9 (if
any).
Expenditure Limit Summary for State
Candidates
22. Cumulative Expenditures Made"
Of Subject to Voluntary Expenditure Limitt
Date of Election
(mm/dd/yy)
Total to Date
'Amounts in this section may be different from amounts
reported in Column B.
FPPC Form 460 (Jan/2416))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule A
Monetary Contributions Received "' w""'C uu"°'''
SEE INSTRUCTIONS ON REVERSE
Statement covers period
from 10/23/2022
CALIFORNIA
FORM
460
through 12/31/2022
Page
4 of 8
NAME OF FILER
Elect Ted Mertens IW City Council 2022
I.D. NUMBER
1453220
DATE
RECEIVED
FULL NAME, STREET ADDRESS AND ZIP CODE OF
CONTRIBUTOR
(IF COMMITTEE, ALSO ENTER I.O. NULIBER)
CONTRIBUTOR
CODE *
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
OF SELF-EMPLOYED, ENTER NAME
OF BUSINESS)
AMOUNT
RECEIVED THIS
PERIOD
CUMULATIVE TO DATE
CALENDAR YEAR
(JAN. 1 - DEC. 31)
PER ELECTION
TO DATE
(IF REQUIRED)
10/31/22
CREPAC #890106
c?o Reed & Davidson, LLP
515 S. Figueroa St., 110
T (lc iinraoloe re °fi1171
D IND
El COM
El OTH
❑ PTY
1000.00
1000.00
G SCC
11/14/2022
Fresh Agave Bar & Grill
73325mHighway 111
Palm Desert, CA 92260
❑ IND
E COM
Z OTH
1000.00
1000.00
■ PTY
• scc
El IND
❑ COM
■ OTH
❑ PTY
El scc
❑ IND
❑ COM
• OTH
❑ PTY
❑ scc
[] IND
❑ COM
• OTH
• PTY
■ SCC
Amounts may be rounded
SCHEDULE A
SUBTOTAL $ 2000.00
Schedule A Summary
1. 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.
2000.00
$ 332.00
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) TOTAL $ 2332.00
`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 (866/2753772)
www.fppc.ca.gov
Schedule B — Part 1
Loans Received
SEE INSTRUCTIONS ON REVERSE
Amounts may be rounded
to whole dollars.
SCHEDULE B - PART 1
Statement covers period
from 10/23/2022
through 12/31/2022
NAME OF FILER
Elect Ted Mertens IW City Council 2022
FULL NAME, STREET ADDRESS AND ZIP CODE
OF LENDER
(IF COMMITTEE, ALSO ENTER I.D. NUMBER)
Ted Mertens
74972Saguaro Lane
Indian Wells, CA 92210
t® IND 0 COM 0 OTH 0 PTV 0 SCC
Ted Mertens
74972 Saguaro Lane
Indian Wells, CA 92210
t® IND 0 COM 0 OTH 0 PTY 0 SCC
t 0 IND 0 COM ❑ OTH 0 PTY 0 SCC
IF AN INDIVIDUAL, ENTER
OCCUPATION AND EMPLOYER
(IF SELF-EMPLOYED, ENTER
NAME OF BUSINESS)
Retired
Retired
I®I
OUTSTANDING
BALANCE
BEGINNING THIS
PERIOD
1500.00
$
1500.00
$
(b)
AMOUNT
RECEIVED THIS
PERIOD
$
0
0
SUBTOTALS $ 0
(c)
AMOUNT PAID
OR FORGIVEN
THIS PERIOD.
® PAID
s 1500.00
0 FORGIVEN
s
PAID
s 1500.00
❑ FORGIVEN
❑ PAID
❑ FORGIVEN
S
OUTSTANDING
BALANCE AT
CLOSE OF THIS
PERIOD
12/31/22
DATE DUE
s
12/31/22
DATE DUE
DATE DUE
$ 3000.00 $ 0
INTEREST
PAID THIS
PERIOD
0
RATE
5
0
RATE
0
RATE
$o
CALIFORNIA
FORM
Page 5
of
I.D. NUMBER
1453220
ORIGINAL
AMOUNT OF
LOAN
$ 1500.00
8/26/22
DATE INCURRED
$ 1500.00
9/26/22
DATE INCURRED
DATE INCURRED
g
CUMULATIVE
CONTRIBUTIONS
TO DATE
CALENDAR YEAR
1500.00
PER ELECTION*
CALENDAR YEAR
3000.00
PER ELECTION`
CALENDAR YEAR
$
PER ELECTION"`
Schedule B Summary
1. Loans received this period 0
(Total Column (b) plus unitemized loans of less than $100.)
2. 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.) 3000.00
3. Net change this period. (Subtract Line 2 from Line 1.) NET $
Enter the net here and on the Summary Page, Column A, Line 2.
`Amounts forgiven ar paid by another party also must be reported on Schedule A.
" If required.
$ 3000.00
(May be a negativa number)
(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 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule E
Payments Made
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Amounts may be rounded
to whole dollars.
Elect Ted Mertens IW City Council 2022
Statement covers period
from 10/23/2022
through 12/31/2022
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CMP
CNS
CTB
CVC
FIL
FND
IND
LEG
LIT
campaign paraphernalia/misc.
campaign consultants
contribution (explain nonmonelary)*
civic donations
candidate filing/ballot fees
fundraising events
independent expenditure supporting/apposing others (explain)`
legal defense
campaign literature and mailings
MBR
MTG
OFC
PET
PHO
POL
POS
PRO
PRT
member communications
meetings and appearances
office expenses
petition circulating
phone banks
polling and survey research
postage, delivery and messenger services
professional services (legal, accounting)
print ads
RAD
RFD
SAL
TEL
TRC
TRS
TSF
VOT
WEB
SCHEDULE E
CALIFORNIA
FORM
Page 6 of 8
radio airtime and production costs
returned contributions
campaign workers' salaries
t.v. or cable airtime and production costs
candidate travel, lodging, and meals
staff/spouse travel, lodging, and meals
transfer between committees of the same candidate/sponsor
voter registration
information technology costs (internet, e-mail)
NAME AND ADDRESS OF PAYEE
(IF COMMITTEE, ALSO ENTER i.o. Num+zeal
CODE OR DESCRIPTION OF PAYMENT
AMOUNT PAID
Chase Card Services - Visa
P.O. Box 6294 411 S. Schur -tale Rd.
Carol Stream, IL 60197-6294
Credit Card Payment
110.10
Subvendor: Costco #0038 (S24.89)
79797 Highway 111
La Quinta, CA 92253
FND
Subvendor: Ralphs (810.00)
74884 Country Club
Palm Desert, CA 92260
FND
* Payments that are contributions or independent expenditures must also be summarized on Schedule D.
SUBTOTAL $ 110.10
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 an 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.)
$ 610.10
27.48
$ 0
TOTAL $ 637.58
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
Schedule E
(Continuation Sheet)
Payments Made
SEE INSTRUCTIONS ON REVERSE
Amounts may be rounded
to whole dollars.
SCHEDULE E (CONT.)
Statement covers period
10/23/2022
from
through 12/31/2022
NAME OF FILER
Elect ted Mertens IW City Council 2022
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CMP
CNS
CTB
CVC
FIL
FND
IND
LEG
LIT
campaign paraphemalia/misc.
campaign consultants
contribution (explain nonmonetary)*
civic donations
candidate filing/ballot fees
fundraising events
independent expenditure supporting/opposing others (explain)`
legal defense
campaign literature and mailings
MBR
MTG
OFC
PET
PHO
POL
POS
PRO
PRT
member communications
meetings and appearances
office expenses
petition circulating
phone banks
polling and survey research
postage, delivery and messenger services
professional services (legal, accounting)
print ads
RAD
RFD
SAL
TEL
TRC
TRS
TSF
VOT
WEB
ALIFORNIA
FORM
60
Page 7 of 8
I.D. NUMBER
1453220
radio airtime and production costs
returned contributions
campaign workers' salaries
t.v. or cable airtime and production costs
candidate travel, lodging, and meals
staff/spouse travel, lodging, and meals
transfer between committees of the same candidate/sponsor
voter registration
information technology costs (internet, e-mail)
NAME AND ADDRESS OF PAYEE
OF COMMITTEE, Aso ENTER R I 1. NUMBER)
CODE OR DESCRIPTION OF PAYMENT
AMOUNT PAID
Subvendor:Mailchimp (S34.00)
675 Ponce de Leon Ave NE, Ste 5000
Atlanta, GA 30308
WEB
Subvendor: Office Max ($41.21
79190 Highway 111
LA Ouinta, CA 92553
OFC
Ted Mertens
74972 Saguaro Lane
Indian Well's, CA 92210
FIL
Reimburse Candidate Statement Fee
500.00
* Payments that are contributions or independent expenditures must also be summarized on Schedule D.
SUBTOTAL $ 500.00
FPPC Form 460 Ilan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov
SCHEDULE F
Schedule F
Accrued Expenses (Unpaid Bills)
SEE INSTRUCTIONS ON REVERSE
Amounts may be rounded
to whole dollars.
NAME OF FILER
Elect Ted Mertens IW City Council 2022
Statement covers period
from 10/2312022
through 12/31/2022
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CMP campaign paraphemalialmisc. 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)* PO5 postage, delivery and messenger services
LEG legal defense PRO professional services (legal, accounting)
LIT campaign literature and mailings PRT print ads
CALIFORNIA
FORM
Page 8 of 8
I.D. NUMBER
145322t)
RAD 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
(a)
OUTSTANDING
BALANCE BEGINNING
OF THIS PERIOD
(b)
AMO INCURRED
THIS PERIOD
(c)
AMOUNT PAID
THIS PERIOD
(ALSO REPORT ON Ej
(d)
OUTSTANDING
BALANCE AT CLOSE
OF THIS PERIOD
Ted Mertens 74972 Saguaro Lane
Indian Wells, CA 92210
FIL
500.00
0
500.00
0
* Payments that are contributions or independent expenditures must also be
summarized on Schedule D.
SUBTOTALS $ 500.00
$0
$ 500.00
$ 0
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 $1 00.)
2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on
accrued expenses of $1 00 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.) NET $
INCURRED TOTALS $ 0
500.00
-500.00
May be a negative number
FPPC Form 460 (Jan/2016))
FPPC Advice: advice@fppc.ca.gov (866/275-3772)
www.fppc.ca.gov