John Wertheim second primary campaign finance report

Date Submitted: 5/12/2014 4:48:02 PM Date Run: 5/12/2014 4:48:02 PM Date Due: 5/12/2014 5:00:00 PM

Wertheim, John Candidate's Name

X Secretary Of State

County Clerk

ALL

County Name

4/14/2014 Before 5PM

X 5/12/2014 Before 5PM

1. FILING DEADLINES (Check the box that indicates the report being filled) 2. Filing Officer

Full name of Candidate Office Sought or Held

3. Wertheim, John State Treasurer - ALL

Mailing Address City, State & Zip Code

P.O. Box 25743 Albuquerque, NM 87125

Phone # Fax #

Full name of Campaign Committee Phone #

4. Wertheim for New Mexico 505.331.8262

Mailing Address City, State, Zip Code Fax #

P O Box 25743 Albuquerque, NM 87125

Full Name of Treasurer Phone #

5. Buckner, Thomas 505.331.8262

Mailing Address City, State, Zip Code Fax #

P.O. Box 45318 Rio Rancho, NM 87174

Name & Street Address of Financial Institution Where bank account is mantained (Bank Account Located in New Mexico)

New Mexico Educators Fed Credit Union. 7517 Montgomery Blvd NE, Albuquerque, NM 87109

6. FINANCIAL SUMMARY

a. OPENING BALANCE for reporting period $142,224.61("0" If first report, or CLOSING BALANCE FROM LAST REPORT)

b. Total Monetary Contribution this Reporting Period (Form B1 + Form B3) $5,695.00

c. Total Expenditures this Reporting Period (Form C + Form C1) $31,665.91

d. Closing Balance this Reporting Period (6a + 6b - 6c) $116,253.70

e. Total Loans To the Committee this Reporting Period (Forma A1) $0.00

f. Total unpaid Campaign Debt (Form A1) $125,000.00

g. Total In-Kind Contributions this Reporting Period (Form B 2) $986.57

7. Special Event Work sheet Attached Yes X No

State of New MexicoOffice of the Secretary of StateEthics Administration325 Don Gaspar Suite 300Santa Fe, New Mexico 87503(800) 477-3632/(505) 827-3600

Candidate

FORM A

Official Time Stamp

SECRETARY OF STATE

2014

Campaign Reporting ActReport of Expenditures and Contributions

Dianna J. Duran

of 11

(Signature of Treasurer)

Candidate's Name

1. TOTAL DEBT CARRIED FORWARD $125,000.00

2. TOTAL LOAN CONTRIBUTIONS $0.00

3. TOTAL DEBT PAID $0.00

4. TOTAL LOANS FORGIVEN $0.00

5. TOTAL UNPAID DEBT $125,000.00

I here by swear or affirm,under penalty of purjury, that all the information on this form and any attachments is true correct and complete to the best of my knowledge; and I further swear or affirm that if this is a final report the candidate named herein has been dissolved or no longer exists and that the committee bank account has been closed.

CERTIFICATION OF REPORT

(SEAL)

Attested this day of ,

(Printed Name)


Wertheim, John

of 11

State of New Mexico

Ethics Administration

Campaign Reporting Act

Report of Expenditures and Contributions 2014

FORM B 1

MONETARY CONTRIBUTIONS

Candidate's Name

DATE NAME and ADDRESS of CONTRIBUTOR OCCUPATION (of any contributor who makes a

contribution of $250 or more in an election)

AMOUNT

5/1/2014 Marissa Gonzales - 7605 Kingsway CT NW, Albuquerque NM 87120

$50.00

4/29/2014 Elsie Sanchez - 3802 Manchester DR NW, Albuquerque NM 87107

$100.00

4/29/2014 Francesca M. Blueher - 1613 Harvard DR NE, Albuquerque NM 87106

$50.00

4/29/2014 Timothy Marquez - 4224 Eubank, Apt 6, Albuquerque NM 87111

$50.00

4/29/2014 Chris Sanchez - 4515 Las Hermanas NW, Albuquerque NM 87107

$50.00

4/29/2014 Judy Pacheco - 4515 Las Hermanas NW, Albuquerque NM 87107

$50.00

4/29/2014 Brandon Trujillo - 6715 Vista del Rancho RD NE, Albuquerque NM 87113

$50.00

4/29/2014 Ted Martinez - 1020 Summit NE, Albuquerque NM 87106

$30.00

4/29/2014 Suzanne Jollensten - 8508 Sonoma Valley RD NE, Albuquerqie NM 87122

$50.00

4/29/2014 Julianna Koob - 1200 Columbia Dr NE, Albuquerque NM 87106

$50.00

4/29/2014 Claire Ellen Dudley - 315 9th ST SW, Albuquerque NM 87102

$50.00

4/29/2014 Charlotte Roybal - 27 Calle Verada, Santa Fe NM 87107

Owner - Policy Connections $250.00

4/29/2014 Joyce Levine - 161 Arroyo Hondo Rd, Santa Fe NM 87508

$100.00

4/29/2014 Sara Schreiber - 2101 16th St NW, Washington DC 20009

Managing Director - America Votes $250.00

4/29/2014 Paul Grace - 1 Sombra Court, Santa Fe NM 87508 $40.00

4/29/2014 Arthur Flicker - 4817 Sunningdale CT NE, Albuquerque NM 87110

$40.00

4/29/2014 Linda White - 2205 Via Cadiz Court NW, Albuquerque NM 87104

$25.00

4/29/2014 Committee to Elect Christine Trujillo - 1923 Madeira Dr NE, Albuquerque NM 87

Candidate Committee $100.00

4/29/2014 M Evangeline Samora - 3806 Manchester DR NW, Albuquerque NM 87107

$50.00

4/29/2014 Deborah A. Armstrong - 2015 Dietz PL NW, Albuquerque NM 87107

$100.00


Wertheim, John

of 11

State of New Mexico




4/29/2014 Patricia Stelzner - 3521 Campbell CT NW, Albuquerque NM 87104

$100.00

4/29/2014 Theresa Cardenas - 706 Los Prados De Guadalupe NW, Albuquerque NM 87107

$100.00

4/29/2014 Robert McNeill - 1400 Central Ave SE Suite 2000, Albuquerque NM 87106

$50.00

4/29/2014 Laura Kesselman - 1705 Morningside, Albuquerque NM 87110

$25.00

4/29/2014 Maxine Velasquez - 7605 Kingsway CT NW, Albuquerque NM 87120

$50.00

4/29/2014 James Dudley - 2628 Granada Rd SW, Albuquerque NM 87105

$100.00

4/29/2014 Janet McHard - 933 San Mateo Blvd NE Ste 500-151, Albuquerque NM 87108

Accountant $250.00

4/29/2014 Brian Morris - 133 Griegos NW, Albuquerque NM 87107

$50.00

4/29/2014 Jason Greenlee - 1420 Roma Ave NW, Albuquerque NM 87104

$25.00

4/29/2014 Virginia Murphy - 413 Morningside NE, Albuquerque NM 87108

$25.00

4/29/2014 Giovanna Rossi - 3006 Hyder Ave SE, Albuquerque NM 87106

$100.00

4/29/2014 John Kelly - POB 31085, Albuquerque NM 87190 $100.00

4/29/2014 Jeanette Baca - 901 Field St SW, Albuquerque NM 87121

Retired Accountant $250.00

4/27/2014 Dana Allara - 70 Echo Cove Rd, South Hamilton MA 01982

Parent Coach $1,000.00

4/24/2014 Caroline Buerkle - 5801 Desert View Crt NE, Rio Rancho NM 87144

Consultant $250.00

4/24/2014 Charles Campbell - 6118 Edith Blvd NE #20, Albuquerque NM 87107

$20.00

4/24/2014 Susan Feil - 704 Laguna Blvd SW, Albuquerque NM 87104

$25.00

4/24/2014 Jan Alexander - 1519 W 6th St, Silver City NM 88061

$20.00

4/24/2014 Stephanie Landry - 300 Tenth Street SW, Albuquerque NM 87102

Lawyer $250.00

4/24/2014 Doris Duhigg - 810 Solar Rd NW, Albuquerque NM 87107

$150.00

4/23/2014 Thomas Hujar - 8440 NE Gordon Dr, Bainbridge Island WA 98110

$100.00

4/21/2014 Sandra Buffett - 369 Montezuma AVe, Santa Fe NM 87501

Consultant $250.00

4/21/2014 Arthur Flicker - 4817 Sunningdale CT NE, Albuquerque NM 87110

$20.00

4/21/2014 Robert Levy - 1715 San Cristobal RD SW, Albuquerque NM 87104

$100.00

4/21/2014 Bill Wertheim - POB 22, Fort Sumnet NM 88119 Rancher $500.00

4/21/2014 Windstream Political Action Committee - 4001 Rodney Parham RD, Little Rock AR 72212

Communication $250.00

TOTAL $5,695.00

of 11

State of New Mexico




FORM B 2

IN-KIND CONTRIBUTIONS

Candidate's Name

DATE NAME and ADDRESS of CONTRIBUTOR OCCUPATION (of any contributor who makes a

contribution of $250 or more in an election)

VALUE

4/30/2014 Monte Montieth - 6304 Montano Pointe, Albuquerque NM 87120

MultiSingular Productions $643.10

4/15/2014 Diane & Herb Denish - 2604 Morrow NE, Albuquerque NM 87106

Consultant $343.47

TOTAL $986.57


Wertheim, John

of 11

State of New Mexico




Wertheim, John

FORM B 3

LOAN CONTRIBUTIONS

Candidate's Name

DATE NAME and ADDRESS of CREDITOR AMOUNT

TOTAL


of 11

State of New Mexico




FORM B 4

LOANS FORGIVEN

Candidate's Name

DATE NAME and ADDRESS of CREDITOR AMOUNT

TOTAL

Wertheim, John


of 11

State of New Mexico




FORM C

EXPENDITURES

Candidate's Name

DATE NAME and ADDRESS of PAYEE PURPOSE PRC Exp AMOUNT

5/5/2014 Act Blue - POB 441146, Somerville MA '02144 Processing Fee $3.96

5/4/2014 Monte Montieth - 6301 Montano Pointe, Albuquerque NM 87120

Video Finalizing $200.00

5/4/2014 Our New Mexico PAC - 3501 Atrisco Dr NW #423, Albuquerque NM 87120

Contribution $250.00

5/2/2014 Starbuck's - 901 Rio Grande, Albuquerque NM 87102

Snacks for Workers $14.93

5/2/2014 7-Eleven - 1720 Central Avenue, Albuquerque NM 87102

Campaign Gasoline $24.00

5/2/2014 John Brooks Restaurant - 1130 Candelaria, Albuquerque NM 87107

Campaign Breakfast $31.99

5/2/2014 Indian Pueblo Market - 2401 12th St, Albuquerque NM 87104

Gasoline for Campaign

$12.06

5/2/2014 Little Anita's Restaurant - 6131 4th St NW, Albuquerque NM 87107

Campaign Meeting $100.15

4/30/2014 San Felipe Center - 26 Hagen Rd, San Felipe Pueblo NM 87004

Campaign Gasoline $24.23

4/30/2014 Lowe's Corner Market - 701 11th Street NW, Albuquerque NM 87102

Snacks for Workers $20.95

4/30/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111MEMO: EFT

Pay Checks $355.32

4/30/2014 Payroll Company - 10433 Montgomery Parkway LP NE, Albuquerque NM 87111MEMO: EFT

Payroll Direct Deposits

$987.59


Payroll Taxes $451.90

4/30/2014 Payroll Company - 10433 Montgomery Parkway LP NE, Albuquerque NM 87111

Payroll Processing Fee

$49.06

4/29/2014 Act Blue - POB 441146, Somerville MA '02144 Processing Fee $27.86

4/29/2014 Act Blue - POB 441146, Somerville MA 02144 Processing Fee $69.76

4/21/2014 Act Blue - POB 441146, Somerville MA '02144 Act Blue Processing Fee

$5.74

4/16/2014 Scalo Northern Italian Grill - 3500 Central SE, Albuquerque NM 87106

Campaign Event $425.00

4/16/2014 Focus Ink, Inc. - 335-B Jefferson SE, Albuquerque NM 87108

Printing $179.23


Wertheim, John

of 11

State of New Mexico





Payroll Taxes $428.56


Paychecks $234.80


Direct Deposits $987.58

4/15/2014 Payroll Company - 10433 Montgomery Parkway LP NE, Albuquerque NM 87111

Payroll Processing Fee

$49.06

4/14/2014 Ohlsen Research LLC - 1737 NE Alberta St Ste 208, Portland OR 97211

Research $8,122.70

4/14/2014 GBA Strategies - 1901 L Street NW Suite 702, Washington DC 20036

Polling $18,600.00

4/8/2014 Act Blue - P O B 441146, Somerville MA 02144 Processing Fee $9.48

TOTAL $31,665.91

of 11

State of New Mexico




Wertheim, John

FORM C 1

LOAN REPAYMENTS

Candidate's Name

DATE NAME of CREDITOR AMOUNT

TOTAL


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State of New Mexico




of 11

State of New Mexico




John Wertheim second primary campaign finance report

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Transcript of John Wertheim second primary campaign finance report