John Wertheim campaign finance report
The campaign finance report for John Wertheim, candidate for State Treasurer in New Mexico.Uploaded by NMTelegram.com.
Content
State of New Mexico Office of the Secretary of State Ethics Administration 325 Don Gaspar Suite 300 Santa Fe, New Mexico 87503 (800) 477-3632/(505) 827-3600
SECRETARY OF STATE
Dianna J. Duran
Campaign Reporting Act Report of Expenditures and Contributions
Candidate
FORM A Candidate's Name Date Submitted:
Official Time Stamp
2014
Wertheim, John 4/14/2014 9:02:13 AM Date Run: 4/14/2014 9:02:13 AM Date Due: 4/14/2014 5:00:00 PM
1. FILING DEADLINES (Check the box that indicates the report being filled)
X 4/14/2014 Before 5PM
2. Filing Officer
X Secretary Of State County Clerk ALL County Name
Full name of Candidate
Office Sought or Held
3. Wertheim, John
Mailing Address
State Treasurer - ALL
City, State & Zip Code
P.O. Box 25743
Phone #
Albuquerque, NM 87125
Fax #
Full name of Campaign Committee
Phone #
4. Wertheim for New Mexico
Mailing Address
505.331.8262
City, State, Zip Code Fax #
P O Box 25743
Full Name of Treasurer
Albuquerque, NM 87125
Phone #
5. Buckner, Thomas
Mailing Address
505.331.8262
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. a. FINANCIAL SUMMARY OPENING BALANCE for reporting period
("0" If first report, or CLOSING BALANCE FROM LAST REPORT)
$34,520.23
b. c. d. e. f. g. 7.
Total Monetary Contribution this Reporting Period (Form B1 + Form B3) Total Expenditures this Reporting Period (Form C + Form C1) Closing Balance this Reporting Period (6a + 6b - 6c) Total Loans To the Committee this Reporting Period (Forma A1) Total unpaid Campaign Debt (Form A1) Total In-Kind Contributions this Reporting Period (Form B 2) Special Event Work sheet Attached Yes X No
$158,301.21 $50,596.83 $142,224.61 $125,000.00 $125,000.00 $0.00
Page 1 of 19
State of New Mexico Ethics Administration Candidate's Name Date Submitted:
Campaign Reporting Act Report of Expenditures and Contributions Wertheim, John 4/14/2014 9:02:13 AM Date Run: 4/14/2014 9:02:13 AM Date Due: 4/14/2014 5:00:00 PM
2014
1. TOTAL DEBT CARRIED FORWARD 2. TOTAL LOAN CONTRIBUTIONS 3. TOTAL DEBT PAID 4. TOTAL LOANS FORGIVEN 5. TOTAL UNPAID DEBT
$0.00 $125,000.00 $0.00 $0.00 $125,000.00
CERTIFICATION OF REPORT
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.
Attested this
day of
,
(Signature of Treasurer)
(SEAL)
(Printed Name)
Page 2 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
FORM B 1 MONETARY CONTRIBUTIONS
Candidate's Name Date Submitted: DATE Wertheim, John 4/14/2014 9:02:13 AM Date Run: NAME and ADDRESS of CONTRIBUTOR 4/14/2014 9:02:13 AM Date Due: 4/14/2014 5:00:00 PM AMOUNT
OCCUPATION (of any contributor who makes a contribution of $250 or more in an election) Consultant
4/7/2014 Amanda Cooper - 6690 Corrales Rd, Corrales NM 87048 4/7/2014 Mark Allison - 3318 Linda Vista SE, Albuquerque NM 87106 4/7/2014 Jennifer Ford - 2730 San Diego SE, Albuquerque NM 87106 4/7/2014 M. Evangeline Samora - 3806 Manchester DR NW, Albuquerque NM 87107 4/7/2014 Committee to Elect Lemuel Martinez - 195 Corsica DR SE, Rio Rancho NM 87124 4/7/2014 Kim Smith Casford - POB 1111, Chama NM 87520 4/7/2014 Kathleen Abeles - 3730 Old Santa Fe Trail, Santa Fe NM 87505 4/7/2014 Jeff Carr - POB 313, Eagle Nest NM 87718 4/7/2014 Paul Biderman - 829 Allendale Street, Santa Fe NM 87505 4/7/2014 Mary Ellen B Gonzales - 2806 Calle Campeon, Santa Fe NM 87505 4/7/2014 Eugene Zamora - 2190 Manuel Medrano Rd, Santa Fe NM 87505 4/4/2014 Stephen Walker - POB 846, Alto NM 88312 3/21/2014 Jane Wishner - 518 Black Bear Loop, NE, Albuquerque NM 87122 3/21/2014 Austin Goolsbee - 5552 S Kenwood Ave, Chicago IL 60637 3/21/2014 Carolyn Merchant - 4101 Morris St NE, Albuquerque NM 87111 3/21/2014 Stuart Bluestone - 1330 Cerro Gordo Rd, Santa Fe NM 87501 3/21/2014 Visions, LLC - POB 5351, Santa Fe NM 87502 3/19/2014 Jim Collie - 4235 Mackland NE, Albuquerque NM 87110 3/19/2014 Robert Levy - 1715 San Cristobal RD SW, Albuquerque NM 87104 3/19/2014 The Bull Ring of Sky King, Inc. - POB 997, Santa Fe NM 87504 3/19/2014 David J. Berardinelli, LLC - POB 1944, Santa Fe NM 87504
$250.00 $60.00 $100.00 $100.00
District Attorney Election Committee
$500.00 $100.00 $100.00 $10.00 $60.00 $40.00 $100.00 $100.00
Attorney Economist/University of Chicago
$250.00 $500.00 $100.00
Attorney Film Industry Union Retired
$250.00 $250.00 $500.00 $100.00
Restaurant Attorney
$750.00 $500.00
Page 3 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Political Candidate (Reimb for Petition Signatures
2014
$728.66 $100.00
3/19/2014 Ray Powell for Land Commissioner - POB 27654, Albuquerque NM 87125 3/19/2014 Kim Smith Casford - POB 1111, Chama NM 87520 3/11/2014 Carl Akins - 3515 La Hacienda Pl NE, Albuquerque NM 87106 3/11/2014 Tova Indritz - 2040 4th Street NW, Albuquerque NM 87102 3/11/2014 LaMerle Boyd - POB 645, Santa Fe NM 87504 3/11/2014 Arthur Jaramillo - 166 Avenida de Compadres, Santa FE NM 87508 3/11/2014 Mary Mescall - 3208 Calle de Estalla NW, Albuquerque NM 87104 3/11/2014 Bruce Thompson - 3313 Summit PL NE, Albuquerque NM 87106 3/11/2014 Patrick Cooper - 2501 West Zia Road, Santa Fe NM 87505 3/11/2014 Karl Johnson - 4808 College Heights Drive NW, Albuquerque NM 87120 3/11/2014 Michelle Giger - 4808 College Heights Dr NW, Albuquerque NM 87120 3/11/2014 Diane Denish - 2604 Morrow Rd NE, Albuquerque NM 87106 3/11/2014 Terry Word - 6401 Caballero PKW NW, Los Ranchos NM 87107 3/11/2014 Peter White - 2213 Brothers Rd, Suite 400, Santa Fe NM 87505 3/11/2014 Norma McCallan - 627 Camino Don Emilio, Santa Fe NM 87507 3/11/2014 Stanley Rosen - POB 5496, Santa Fe NM 87502 3/4/2014 Quarrierr Cook - 1052 Camino Manana, Santa Fe NM 87501 2/25/2014 Teamsters Local 492 - 4269 Balloon Park NE, Albuquerque NM 87109 2/25/2014 Andrew Israel - 297 Coyote Road, Las Vegas NM 87701 2/25/2014 Thomas Hester - 201 West 19th, Silver City NM 88061 2/25/2014 Paula Amar Schwartz - 6506 Caballero Pkw NW, Los Ranchos NM 87107 2/25/2014 Charles Goodmacher - 3540 North Pole Loop NE, Rio Rancho NM 87144 2/25/2014 Karen Ushman - 562 Garcia Street, Santa Fe NM 87505 2/25/2014 Joseph Ginocchio - 635 Camino Rancheros, Santa Fe NM 87505 2/25/2014 Valentine R. Varela - 142 Camino Rayo del Sol, Corrales NM 87048 2/25/2014 Marie Wilkinson - 369 Montezuma Ave #242, Santa Fe NM 87501 2/25/2014 Emmet Fallon - POB 409, Ft Sumner NM 88119
Retired
$500.00 $50.00 $60.00
Attorney
$250.00 $100.00 $100.00
Attorney Attorney Non Profit CEO Consultant Attorney Attorney
$1,000.00 $250.00 $250.00 $250.00 $200.00 $100.00 $35.00 $10.00
Retired International Labor Union
$250.00 $1,000.00 $46.00 $40.00 $100.00 $46.00 $10.00 $60.00 $46.00 $46.00
Realtor
$500.00
Page 4 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Attorneys
2014
$500.00 $100.00
2/21/2014 Youtz & Valdez, PC - 900 Gold Ave Sw, Albuquerque NM 87102 2/15/2014 M. L. Keleher - 1400 Morningside, Albuquerque NM 87110 2/15/2014 W. B. Richardson, LLC - 216 Washington Ave, Santa Fe NM 87501 2/13/2014 Emeterio Rudolfo - 3209 Crestridge Dr, Farmington NM 87401 2/13/2014 Ann Kibbie - 47 Harpswell Road, Brunswick ME 04011 2/13/2014 Kevin Wertheim - 47 Harpswell Road, Brunswick ME 04011 2/13/2014 Austin Hoover - 2930 Camino Castillo, Las Cruces NM 88005 2/13/2014 Sylvia Ortiz - POB 386, Mesilla NM 88046 2/13/2014 Valerie Espinoza - POB 1269, Santa Fe NM 87504 2/13/2014 Elizabeth Wertheim - 1601 Francisca Rd NW, Los Ranchos NM 87107 2/13/2014 Carol Clifford - POB 23566, Santa Fe NM 87502 2/6/2014 Seth Sparks - 619 Graceland SE, Albuquerque NM 87108 2/6/2014 Arvind Raichur - 6501 America's Parkway NE Ste 810, Albuquerque NM 87110 1/22/2014 Hyllius Edwards - POB 44246, Denver CO 80201 1/22/2014 Marla Painter - 505 Valley High SW, Albuquerque NM 87105 1/22/2014 Marcia Lincoln - 11100 Lagrima de Oro NE, Albuquerque NM 87111 1/22/2014 Gay Block - 369 Montezuma Ave #310, Santa Fe NM 87501 1/22/2014 Jonathan Goldstein - 97 A Camino Chupadero, Santa FE NM 87506 1/22/2014 Robert Levy - 1715 San Cristobal RD SW, Albuquerque NM 87104 1/22/2014 Zackary Rosenberg - 518 Black Bear LP NE, Albuquerque NM 87122 1/22/2014 Bruce Barnaby - 729 Monroe NE, Albuquerque NM 87110 1/22/2014 Donald Leonard - 201 Lomas Blvd NW, Albuquerque NM 87102 1/22/2014 Stanley Rosen - POB 5496, Santa FE NM 87506 1/22/2014 Gene Sisneros - 126 Highway 72, Raton NM 87740 12/24/2013 John Bigelow - POB 2492, Santa Fe NM 87504 12/24/2013 Robert Levy - 1715 San Cristobal RD SW, Albuquerque NM 87104 12/24/2013 Carol Trelease - 8234 Raintree Dr NE, Albuquerque NM 87122 12/24/2013 Stephanie Landry - 300 Tenth St SW, Albuquerque NM 87102
Consultant
$1,000.00 $100.00
College Professor Photographer
$250.00 $250.00 $100.00 $100.00 $100.00
Retired
$500.00 $146.00
Lawyer Business Owner
$250.00 $1,000.00 $100.00 $100.00 $10.00 $100.00 $60.00 $100.00 $9.60 $100.00 $100.00 $10.00 $100.00
Attorney
$250.00 $100.00 $50.00
Attorney
$250.00
Page 5 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Attorney Resources for Change
2014
$500.00 $200.00 $25.00
12/24/2013 William Snead - 4148 Dietz Farm Circle NW, Los Ranchos NM 87107 12/24/2013 Linda Single - POB 8602, Santa Fe NM 87504 12/24/2013 Barbara Kline - 6 Santa Ana Trail W, Corrales NM 87048 12/24/2013 Lindsey Ritscher - 1149 Bernalillo Ct, Albuquerque NM 87123 12/24/2013 Arvind Raichur - 6501 Americas Parkway NE Ste 810, Albuquerque NM 87110 12/24/2013 Timothy Raftery - 903 E Vista Pky, Roswell NM 88201 12/24/2013 Visions New Mexico LLC - POB 5351, Santa Fe NM 87502 12/14/2013 Matthew Farrauto - 1851 Columbia Rd NW, Washington DC 20009 12/14/2013 Daniel Kloke - 3804 Copper Ave NE, Albuquerque NM 87108 12/14/2013 Paul Bardacke - 465 Camino Manzaon, Santa Fe NM 87505 12/14/2013 David Duhigg - 1750 Shadyside Dr, Albuquerque NM 87106 12/14/2013 Kenneth Cole - 1732 Valdez Dr NE, Albuquerque NM 87112 12/14/2013 Nancy Bartlit - 113 Monte Ray Drive N, Los Alamos NM 87544 12/14/2013 Zachary Rosenberg - 518 Black Bear Loop NE, Albuquerque NM 87122 12/14/2013 Terrence Brunner - 601 Luna Blvd NW, Albuquerque NM 87102
Retired Business Owner
$250.00 $1,000.00 $25.00 $100.00 $100.00 $50.00 $100.00
Attorney
$250.00 $100.00 $50.00 $10.00
US Government
$250.00 $200.00 $100.00 $100.00 $100.00 $200.00 $50.00 $25.00 $100.00 $100.00 $50.00 $100.00 $50.00
12/14/2013 Peter Dinelli - 1309 Dakota St NE, Albuquerque NM Attorney 87110 12/14/2013 Giovanna Rossi - 912 Monroe St NE, Albuquerque NM 87110 12/14/2013 Michael Puelle - 2222 Upton Loop Rd Apt 6106, Albuquerque NM 87110 12/14/2013 Gregory Bloom - 416 Iron Ave NE, Albuquerque NM 87102 12/14/2013 Carol Clifford - POB 23566, Santa Fe NM 87502 12/14/2013 Beulah Woodfin - 5004 Northern Trl NW, Albuquerque NM 87120 12/14/2013 Irene Serna - 9404 Black Farm Lane NW, Albuquerque NM 87114 12/14/2013 Maria Alvarez - 208 Las Colinas NE, Albuquerque NM 87113 12/14/2013 Christopher Berkheimer - POB 36434, Albuquerque NM 87176 12/14/2013 Claire Ellen Dudley - 315 9th St SW, Albuquerque NM 87102 12/14/2013 Frank Salazar - POB 2762, Corrales NM 87048 12/14/2013 M. A. Longserre - POB 8004, Santa Fe NM 87504
Page 6 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Attorney
2014
$250.00 $10.00 $25.00 $60.00 $25.00
12/14/2013 John P. Salazar - POB 1888, Albuquerque NM 87103 12/14/2013 Dan Brummell - 20 Bartolo Rd, Mountainair NM 87036 12/14/2013 Anonymous MEMO: Chama River Event 12/14/2013 Pamela Sullivan - 305 Big Horn Ridge Pl NE, Albuquerque NM 87122 12/14/2013 Robert Lara - 1715 Chamocoma PL SW, Albuquerque NM 87104 12/10/2013 Don Mickey Design, Inc. - 1530 Girard Blvd NE, Albuquerque NM 87106 MEMO: To reverse charge of 9/8/13. That invoice was included in second invoice and paid. This to correct. 11/27/2013 Raichur Arvind - 6501 America's Parkway NE Ste 810, Albuquerque NM 87110 11/27/2013 New Mexico Building & Construction Trades Council - 510 San Pedro SE, Albuquerque NM 87108 11/18/2013 Robert Armstrong - 2608 N Washington, Roswell NM 86201 11/18/2013 Kathleen Love - POB 12888, Albuquerque NM 87195 11/18/2013 Charles Higgins - 847 Ninita St, Santa Fe NM 87505 11/18/2013 Joan Griffin - 618 Lafayette Dr NE, Albuquerque NM 87108 11/18/2013 Austin Hoover - 2930 Camino Castillo, Las Cruces NM 88005 11/18/2013 Eddie Sosaya - POB 45341, Rio Rancho NM 87174 11/18/2013 J. E. Gallegos - 460 St. Michael's Drive, Bldg 300, Santa Fe NM 87505 11/18/2013 M. L. Keleher - 1400 Morningside NE, Albuquerque NM 87110 11/18/2013 Tillie Brummell - 1106 W. Beal St, Mountainair NM 87036 11/18/2013 Geoffrey Romero - 4001 all Saints, Albuquerque NM 87120 11/18/2013 Carl Akins - 3515 La Hacienda Pl NE, Albuquerque NM 87106 11/18/2013 Bruce Barnaby - 729 Monroe NE, Albuquerque NM 87110 11/18/2013 Robert Levy - 1715 San Cristobal, Albuquerque NM 87104 11/1/2013 Sophie Martin - 4828 Southern Ave SE, Albuquerque NM 87108 11/1/2013 Matthew Aibel - 35 Highland Ave, Northport NY 11768 11/1/2013 David Gold - POB 308, Valdez NM 87580 11/1/2013 Nicholas Koluncich - 6501 American Parkway, Albuquerque NM 87110
Printers
$197.95
Business Owner Building & Construction Trades Union
$1,000.00 $1,000.00
Energy
$200.00 $100.00 $50.00 $100.00 $100.00 $100.00 $100.00 $100.00 $50.00
Attorney Retired
$300.00 $500.00 $100.00 $100.00
Attorney
$250.00 $100.00
Consultant Self Employed
$500.00 $200.00
Page 7 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
$10.00 $2,500.00 $100.00 $20.00
11/1/2013 Zachary Rosenbert - 518 Black Bear Lp NE, Albuquerque NM 87122 11/1/2013 James Collie - 4235 Mackland Ave NE, Albuquerque NM 87110-7715 11/1/2013 Dorothy Massey - 202 Galiesto St, Santa Fe NM 87501 10/28/2013 Jonathan Romney - 7948 Sartan Way NE, Albuquerque NM 87109 10/28/2013 Gilbert Ortiz - Rancho Enrique #4, Santa Fe NM 87506 10/28/2013 I.A of B.S.O. and R.I.W. Local 495 - 2524 Baylor SE, Albuquerque NM 87106 10/28/2013 Pauline Eisenstadt - POB 658, Corrales NM 87048 10/28/2013 F.D.R. Services - 8440 NE Cordon Drive, Bainbridge Island WA 98110 10/15/2013 Josh Ewing - 300 Central #1000W, Albuquerque NM 87102 10/15/2013 Joseph Goldberg - 1504 Harvard Ct NE, Albuquerque NM 87106 10/15/2013 David Martinez - 2420 Rozinante Dr NW, Albuquerque NM 87104 10/15/2013 David Freedman - 20 First Plaza Ste 200, Albuquerque NM 87102 10/15/2013 John Boyd - 3812 La Hacienda Dr NE, Albuquerque NM 87110 10/15/2013 James Bullington - POB 8188, Santa Fe NM 87504 10/8/2013 Marvin McBurrows - CMR 489, Box 1861, APO XX 09751 10/8/2013 Arvind Raichur - 6501 America's Parkway NE Ste 810, Albuquerque NM 87110 10/8/2013 John Drewsman - 3 Eccola Lane, Santa Fe NM 87506 10/8/2013 Richard Figueroa - 2632 N Talman, Chicago IL 60647 10/8/2013 Deborah Abbott - 1204 N Chaco Ave, Farmington NM 87401 10/8/2013 Jay Monarch - 1125 Girard Blvd NE, Albuquerque NM 87106 10/8/2013 Joyce Levine - 161 Arroyo Hondo Road, Santa Fe NM 87508 10/8/2013 Elizabeth Upton - 250 E Alameda Apt 636, Santa Fe NM 87501 10/8/2013 Carol Kain - 1601 Pennsylvania NE Y-5, Albuquerque NM 87110 10/8/2013 Mary Howard - 1211 Placita Loima, Santa Fe NM 87501 TOTAL Financial Markets Attorney Attorney Retired Labor Union Retired
$500.00 $1,000.00 $100.00 $100.00 $100.00 $125.00 $150.00 $75.00 $250.00 $50.00 $100.00 $1,000.00 $100.00 $500.00 $20.00 $5.00 $60.00 $20.00 $10.00 $20.00 $33,301.21
Page 8 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
FORM B 2 IN-KIND CONTRIBUTIONS
Candidate's Name Date Submitted: DATE Wertheim, John 4/14/2014 9:02:13 AM Date Run: NAME and ADDRESS of CONTRIBUTOR 4/14/2014 9:02:13 AM Date Due: 4/14/2014 5:00:00 PM VALUE
OCCUPATION (of any contributor who makes a contribution of $250 or more in an election) TOTAL
Page 9 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
FORM B 3 LOAN CONTRIBUTIONS
Candidate's Name Date Submitted: DATE Wertheim, John 4/14/2014 9:02:13 AM Date Run: 4/14/2014 9:02:13 AM Date Due: 4/14/2014 5:00:00 PM AMOUNT $125,000.00 TOTAL $125,000.00
NAME and ADDRESS of CREDITOR
4/7/2014 John V. Wertheim - 1709 Sigma Chi Rd NE, Albuquerque NM 87106
Page 10 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
FORM B 4 LOANS FORGIVEN
Candidate's Name Date Submitted: DATE Wertheim, John 4/14/2014 9:02:13 AM Date Run: 4/14/2014 9:02:13 AM Date Due: 4/14/2014 5:00:00 PM AMOUNT TOTAL
NAME and ADDRESS of CREDITOR
Page 11 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
FORM C EXPENDITURES
Candidate's Name Date Submitted: DATE Wertheim, John 4/14/2014 9:02:13 AM Date Run: NAME and ADDRESS of PAYEE 4/14/2014 9:02:13 AM Date Due: PURPOSE PRC Exp 4/14/2014 5:00:00 PM AMOUNT
4/7/2014 Act Blue - POB 441146, Somerville MA 02144 4/7/2014 Act Blue - POB 441146, Somerville MA 02144 4/7/2014 Act Blue - POB 441146, Somerville MA 02144 4/5/2014 MALSA - C/O UNM SOL, 1117 Stanford Dr, NE, Albuquerque NM 87106 4/4/2014 Bernalillo County - 505 Marquette Ave, Albuquerque NM 87102
Act Blue Fee Act Blue Fee Processing Fee Banquet Tickets Certified Copy of Petition
$16.20 $3.95 $6.72 $130.00 $197.00 $274.17 $9.00 $100.00 $100.00 $125.00 $107.00 $437.46 $257.67 $987.59 $49.06 $269.49 $39.51 $1,000.00 $96.05
4/3/2014 Winston O'Neal - 1518 Solano Dr NE, Albuquerque Reimbursement for NM 87110 Travel Expenses 4/3/2014 James Phillips - 600 Central, Albuquerque NM 87102 4/2/2014 Elect Jo Ann Ferrary - 6100 Morning Sun Way, Las Cruces NM 88012 4/1/2014 Friends of Maggie Toulouse-Oliver - POB 3071, Albuquerque NM 87190 Reimbursement for Railrunner Ticker Candidate Committee Campaign Contribution
4/1/2014 Winston O'Neal - 1518 Solano Dr NE, Albuquerque Training NM 87110 4/1/2014 Incrowd Productions - 10428 Princess Jeanne NE, Albuquerque NM 87112 Video Production
3/31/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Taxes NE, Albuquerque NM 87111 3/31/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Checks NE, Albuquerque NM 87111 3/31/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 Payroll Direct Deposits
3/31/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Processing NE, Albuquerque NM 87111 Fee 3/24/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Checks NE, Albuquerque NM 87111 3/21/2014 Act Blue - POB 441146, Somerville MA 02144 3/20/2014 Bosque Strategies,LLC - 600 Central Suite 107, Albuquerque NM 87102 3/19/2014 NM Educators Federal Credit Union - 7517 Montgomery Blvd NE, Albuquerque NM 87109 MEMO: Being Researched. 3/19/2014 Act Blue - POB 441146, Somerville MA 02144 3/19/2014 Act Blue - POB 441146, Somerville MA 02144 Processing Fee Consulting Teller Error/Deposit Correction Processing Fee Processing Fee
$3.95 $3.95
Page 12 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Payroll Taxes
2014
$452.16 $987.58 $51.15 $100.00 $60.00 $200.00 $300.00 $938.66 $16.20 $63.21 $789.35 $416.06
3/17/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111
3/17/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Direct Deposit NE, Albuquerque NM 87111 3/17/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 3/17/2014 Gabbi Campos - 3416 Sierra Drive NE, Albuquerque NM 87110 3/15/2014 Valencia County Democratic Women - POB 2652, Los Lunas NM 87031 3/13/2014 Campaign to Elect Liz Thomson - 1216 Westerfield Dr NE, Albuquerque NM 87112 3/12/2014 Democratic Party of New Mexico - 8214 2nd Street NW, Albuquerque NM 87114 3/11/2014 Focus Ink, Inc. - 335-B Jefferson SE, Albuquerque NM 87108 3/11/2014 ActBlue - POB 441146, Somerville MA 02144 3/11/2014 Act Blue - POB 441146, Somerville MA 02144 3/10/2014 Mail Quick, Inc. - 1508 Girard Blvd NE, Albuquerque NM 87106 Payroll Processing Fee Photographs Convention Contribution Convention Registration, etc. Printing Campaign Material Act Blue Processing Fee Processing Fee Mailing setup, merge, etc.
3/3/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Taxes NE, Albuquerque NM 87111 MEMO: EFT 3/3/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 Payroll Checks
$85.27 $985.59 $46.97 $19.85 $25.46 $91.23
3/3/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Direct Deposit NE, Albuquerque NM 87111 3/3/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Processing NE, Albuquerque NM 87111 Fee 2/25/2014 Flying Star - 723 Silver Ave, Albuquerque NM 87101 2/25/2014 Act Blue - POB 441146, Somerville MA 02144 2/24/2014 Enterprise Rental Car - 9433 Lomas Blvd, Albuquerque NM 87125 2/23/2014 Murray Hotel - 200 W Broadway, Silver City NM 88061 2/22/2014 Chevron - Main Street, Socorro NM 87801 2/22/2014 The Range Cafe - 925 S Camino del Pueblo, Bernalillo NM 87004 2/21/2014 Democratic Party of Dona Ana County - 139 N Downtown Mall, Las Cruces NM 88001 2/21/2014 USPS - USPS, Albuquerque NM 87101 2/19/2014 Bosque Strategies - 600 Central SW, Albuquerque NM 87102 2/18/2014 Shell - 300 Lomas, Albuquerque NM 87101 2/17/2014 Democratic Party of Bernalillo County - 8214 2nd Street NW, Albuquerque NM 87114 Food Servicing Fee Auto Rental/Surrogate Travel Lodging/Surrogate Travel Gasoline/Candidate Travel Food for Workers Contribution Postage Consulting Gasoline Convention Table, Etc.
$116.87 $57.73 $67.59 $500.00 $110.00 $2,675.00 $50.47 $150.00
Page 13 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Gasoline/Candidate Travel
2014
$46.80 $1,154.92
2/15/2014 Camel Rock Valero - 10 Camel Rock Road, Santa Fe NM 87501
2/15/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll NE, Albuquerque NM 87111 MEMO: EFT 2/15/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Taxes NE, Albuquerque NM 87111 MEMO: EFT 2/15/2014 Payroll Company - 10433 Montgomery Parkway LP Processing Fee NE, Albuquerque NM 87111 MEMO: EFT 2/13/2014 ActBlue - ActBlue.com, Cambridge MA 02139 2/10/2014 Allsup's - 305 N Guadalupe, Santa Fe NM 87501 2/7/2014 Robert's Oil - 1104 Califorium, Farmington NM 87401 2/6/2014 Chevron - 223 Highway 550, Bernalillo NM 87004 2/6/2014 Starbuck's - 170 E Highway 550, Bernalillo NM 87004 2/6/2014 Act Blue - POB 441146, Somerville MA 02144 2/1/2014 Hobbs Branch NAACP - 200 E Broadway, Hobbs NM 88240 2/1/2014 Best Western Sally Port Inn and Suites - 2000 N Main, Roswell NM 88201 2/1/2014 Stripes - 1600 N Grimes, Hobbs NM 88240 2/1/2014 McDonald's - 3726 N Lovington Hwy, Hobbs NM 88240 1/31/2014 Clines Corner 66 - 1 Yacht Club Dr, Clines Corners NM 87070 Process Fee Gasoline/Candidate Travel Gasoline/Candidate Travel Gasoline/Candidate Travel Food Process Fee Tickets Lodging Gasoline/Candidate Travel Food Food
$422.97
$53.23
$23.71 $49.02 $50.53 $32.33 $15.10 $49.38 $60.00 $96.86 $36.24 $4.02 $2.85 $23.31 $3,111.11
1/30/2014 Santa Fe Baking Co - 504 West Cordova Rd, Santa Food Fe NM 87501 1/30/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 MEMO: EFT 1/30/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 MEMO: EFT 1/30/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 MEMO: EFT 1/24/2014 Ohlsen Research LLC - 1737 NE Alberta St Ste 208, Portland OR 97211 1/24/2014 University Postal Store - University Street, Albuqueque NM 87123 Payroll Checks & Deposits Taxes
$848.82
Payroll Processing
$113.58
Research Fee Postage
$6,000.00 $9.20 $59.49 $154.17 $154.17 $3.95
1/23/2014 Alan Packman - 3817 Simms Ave, Albuquerque NM Automated Calling 87108 1/22/2014 The Printer's Copy Center - 418 Cerrillos Road Ste 2, Santa Fe NM 87501 1/22/2014 The Printers - Old Town, Santa Fe NM 87501 1/22/2014 ActBlue - ActBlue.com, Cambridge MA 02139 Printing Placards Service Fee
Page 14 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Service Fee Gasoline/Candidate Travel Food Gasoline/Candidate Travel Food Gasoline/Candidate Travel Gasoline/Candidate Travel Membership Contribution Gasoline/Candidate Travel Payroll
2014
$14.62 $45.77 $9.16 $42.57 $57.04 $48.18 $46.03 $20.00 $50.00 $44.10 $1,750.39
1/22/2014 ActBlue - ActBlue.com, Cambridge MA 02139 1/20/2014 Allsup's - 305 Guadalupe St, Santa Fe NM 87501 1/20/2014 McDonald's - 200 S. Santa Fe Rd, Taos NM 87571 1/18/2014 Corner Store - 1425 University Blvd NE, Albuquerque NM 87101 1/18/2014 Fratelli's Bistro - 1209 N Highway 491, Gallup NM 87301 1/14/2014 Corner Store - 2550 Central SE, Albuquerque NM 87101 1/13/2014 Socorro Chevron - Main Street, Socorro NM 87801 1/13/2014 Democratic Women of Dona Ana County - POB 16144, Las Cruces NM 88004 1/11/2014 New Mexico Democratic Club - 2300 Wrangler, Rio Rancho NM 87124 1/11/2014 Alameda Chevron - 5988 Alameda Blvd NE, Albuquerque NM 87113 1/10/2014 Payroll Company - 10433 Montgomery Parkway Loop NE Ste 100, Albuquerque NM 87111 MEMO: EFT 1/10/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 1/10/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 1/9/2014 Corner Store - 3825 Columbus Rd, Deming NM 88031 1/9/2014 Holiday Inn Express - 1103 Superior Street, Silver City NM 88061 1/8/2014 Giant - 1685 E University, Las Cruces NM 88001 1/7/2014 Corner Store - 1425 University Blvd, Albuquerque NM 87102 1/7/2014 Gabbi Campos - 3416 Sierra Drive NE, Albuquerque NM 87110 1/7/2014 Grant Chapel AME Church, Lay Organization 7920 Claremont Ave, Albuquerque NM 87110
Payroll Taxes Payroll Processing Fee Gasoline/Candidate Travel Lodging Gasoline/Candidate Travel Gasoline/Candidate Travel Photos Contribution
$610.99 $61.58 $26.66 $140.40 $38.52 $25.06 $200.00 $140.00 $27.07 $2,675.00 $165.75 $208.88 $513.58 $1,972.89
1/7/2014 Alan Packman - 3817 Simms Ave, Albuquerque NM Automated Calling 87108 1/2/2014 Bosque Strategies - 600 Central SW, Albuquerque NM 87102 12/31/2013 Daniel Worley - 836 Adams Street NE, Albuquerque NM 87110 12/31/2013 Sydney Hodge - 504 14th St SW Apt B, Albuquerque NM 87102 12/26/2013 Best Buy - Best Buy, Albuquerque NM 87101 Campaign Consulting Campaign Worker Campaign Worker Field Computer
12/24/2013 Winston O'Neal - 1518 Solano Dr NE, Albuquerque Salary NM 87110 MEMO: EFT 12/24/2013 ActBlue - ActBlue.com, Cambridge MA 02139 12/24/2013 ActBlue - POB 441146, Somerville MA 02144 Service FEe Act Blue Fee
$13.83 $89.88
Page 15 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Payroll Processing
2014
$44.89 $139.30 $644.06 $36.61 $85.00
12/23/2013 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111
12/23/2013 New Mexico TRD - POB 8390, Santa Fe NM 87504 Payroll Taxes 12/23/2013 IRS - POB 510000, San Francisco CA 94151 12/18/2013 Shell - 1014 Central Ave, Moriarty NM 87035 12/18/2013 Grant Chapel AME Church - 7920 Claremont Ave, Albuquerque NM 87110 12/18/2013 Chavez County Democratic Party - POB 2935, Roswell NM 88022 Payroll Tax Gasoline/Candidate Travel MLK Parade Program Advertisement Contribution
$100.00 $60.00 $52.85 $9.88 $4.75 $100.00 $26.70 $42.69 $22.73 $48.07 $150.00
12/16/2013 Bernalillo County Federation of Democratic Women Contribution - 5944 Isleta Blvd, Albuquerque NM 87105 12/16/2013 Mannie's Family Restaurant - 2900 Central Ave NE, Food/Staff Meeting Albuquerque NM 87106 12/14/2013 ActBlue - POB 441148, Somerville MA 02144 12/14/2013 ActBlue - POB 441146, Somerville MA 02144 12/13/2013 Friends of Stephanie - POB 4657, Los Alamos NM 87544 12/13/2013 Dede Feldman - 1821 Meadow View Drive NW, Albuquerque NM 87104 12/9/2013 66 Pit Stop - 14311 I-25, Albuquerque NM 87121 12/9/2013 La Barraca Restaurant - 1303 Historic 66, Gallup NM 87301 12/8/2013 The Range Cafe - 2200 Menaul, Albuquerque NM 87101 12/5/2013 Keller for New Mexico - 11023 Vistado, Albuquerque NM 87123 MEMO: Contribution to State Auditor Race. 12/2/2013 Bosque Strategies - 600 Central SW, Albuquerque NM 87102 12/2/2013 Bosque Strategies - 600 Central SW, Albuquerque NM 87102 11/27/2013 Act Blue - POB 441146, Somerville MA '02144 11/27/2013 Chadderdon Group - 107 W. Windsor Ave, Alexandria VA 22301 MEMO: EFT 11/27/2013 New Mexico Educators FCU - 7517 Montgomery Blvd NE, Albuquerque NM 87109 MEMO: EFT 11/27/2013 New Mexico Educators FCE - 7517 Montgomery Blvd NE, Albuquerque NM 87109 MEMO: EFT 11/20/2013 The Plaza Cafe - Lincoln Ave, Santa Fe NM 87501 11/20/2013 City of Santa Fe - City of Santa Fe, Santa Fe NM 87501 11/20/2013 Flying Star - 723 Silver Ave, Albuquerque NM 87102 ActBlud Fee ActBlue Fee Campaign Contribution Book Purchase Gasoline/Candidate Travel Food/Staff & Volunteers Food/Staff and Volunteers Political Contribution
Campaign Consulting/Reimburs ement Consulting ActBlue Fee Printing
$475.00
$2,675.00 $39.50 $3,400.22
Wire Fee
$14.00
Check Printing
$11.39
Food/Constituency Meeting Parking Food/Staff & Volunteers
$28.56 $4.00 $42.32
Page 16 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Service Fee Act Blue Fee Reimbursement email svc, database, adv, etc. Consulting Food/Staff & Others Contribution Act Blue Service Fee Contribution Gasoline/Candidate Travel Act Blue Service Fee Accounting Services Consulting Act Blue Service Fee TOTAL
2014
$17.78 $3.95 $445.00
11/18/2013 Act Blue - POB 441146, Somerville MA 02144 11/18/2013 ActBlue - POB 41146, Somerville MA 02144 11/14/2013 Bosque Strategies - 600 Central Sw, Suite 107, Albuquerque NM 87102 11/12/2013 Bosque Strategies,LLC - 600 Central Suite 107, Albuquerque NM 87102 11/11/2013 Cocina Azul - 1134 Mountain Rd Nw , Albuquerque NM 87102 11/8/2013 Santa Fe County Democratic Party - 1420 Cerrillos Rd , Santa Fe NM 87501 11/1/2013 Act Blue - POB 441146, Somerville MA '02144 11/1/2013 Cibola County Democratic Party [email protected], Grants NM 87020 10/31/2013 Clines Corners 66 - 1 Yacht Club Dr, Clines Corners NM 87070 10/28/2013 Act Blue - POB 441146, Somerville MA 02144 10/22/2013 Thomas Buckner - POB 45318, Rio Rancho NM 87174 10/15/2013 Bosque Strategies - 600 Central, Albuquerque NM 87102 10/8/2013 Act Blue - POB 441146, Somerville MA 02144
$2,675.00 $87.98 $300.00 $41.88 $100.00 $51.56 $0.79 $537.19 $2,675.00 $219.30 $50,596.83
Page 17 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
FORM C 1 LOAN REPAYMENTS
Candidate's Name Date Submitted: DATE Wertheim, John 4/14/2014 9:02:13 AM Date Run: 4/14/2014 9:02:13 AM Date Due: 4/14/2014 5:00:00 PM AMOUNT TOTAL
NAME of CREDITOR
Page 18 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
Page 19 of 19
SECRETARY OF STATE
Dianna J. Duran
Campaign Reporting Act Report of Expenditures and Contributions
Candidate
FORM A Candidate's Name Date Submitted:
Official Time Stamp
2014
Wertheim, John 4/14/2014 9:02:13 AM Date Run: 4/14/2014 9:02:13 AM Date Due: 4/14/2014 5:00:00 PM
1. FILING DEADLINES (Check the box that indicates the report being filled)
X 4/14/2014 Before 5PM
2. Filing Officer
X Secretary Of State County Clerk ALL County Name
Full name of Candidate
Office Sought or Held
3. Wertheim, John
Mailing Address
State Treasurer - ALL
City, State & Zip Code
P.O. Box 25743
Phone #
Albuquerque, NM 87125
Fax #
Full name of Campaign Committee
Phone #
4. Wertheim for New Mexico
Mailing Address
505.331.8262
City, State, Zip Code Fax #
P O Box 25743
Full Name of Treasurer
Albuquerque, NM 87125
Phone #
5. Buckner, Thomas
Mailing Address
505.331.8262
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. a. FINANCIAL SUMMARY OPENING BALANCE for reporting period
("0" If first report, or CLOSING BALANCE FROM LAST REPORT)
$34,520.23
b. c. d. e. f. g. 7.
Total Monetary Contribution this Reporting Period (Form B1 + Form B3) Total Expenditures this Reporting Period (Form C + Form C1) Closing Balance this Reporting Period (6a + 6b - 6c) Total Loans To the Committee this Reporting Period (Forma A1) Total unpaid Campaign Debt (Form A1) Total In-Kind Contributions this Reporting Period (Form B 2) Special Event Work sheet Attached Yes X No
$158,301.21 $50,596.83 $142,224.61 $125,000.00 $125,000.00 $0.00
Page 1 of 19
State of New Mexico Ethics Administration Candidate's Name Date Submitted:
Campaign Reporting Act Report of Expenditures and Contributions Wertheim, John 4/14/2014 9:02:13 AM Date Run: 4/14/2014 9:02:13 AM Date Due: 4/14/2014 5:00:00 PM
2014
1. TOTAL DEBT CARRIED FORWARD 2. TOTAL LOAN CONTRIBUTIONS 3. TOTAL DEBT PAID 4. TOTAL LOANS FORGIVEN 5. TOTAL UNPAID DEBT
$0.00 $125,000.00 $0.00 $0.00 $125,000.00
CERTIFICATION OF REPORT
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.
Attested this
day of
,
(Signature of Treasurer)
(SEAL)
(Printed Name)
Page 2 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
FORM B 1 MONETARY CONTRIBUTIONS
Candidate's Name Date Submitted: DATE Wertheim, John 4/14/2014 9:02:13 AM Date Run: NAME and ADDRESS of CONTRIBUTOR 4/14/2014 9:02:13 AM Date Due: 4/14/2014 5:00:00 PM AMOUNT
OCCUPATION (of any contributor who makes a contribution of $250 or more in an election) Consultant
4/7/2014 Amanda Cooper - 6690 Corrales Rd, Corrales NM 87048 4/7/2014 Mark Allison - 3318 Linda Vista SE, Albuquerque NM 87106 4/7/2014 Jennifer Ford - 2730 San Diego SE, Albuquerque NM 87106 4/7/2014 M. Evangeline Samora - 3806 Manchester DR NW, Albuquerque NM 87107 4/7/2014 Committee to Elect Lemuel Martinez - 195 Corsica DR SE, Rio Rancho NM 87124 4/7/2014 Kim Smith Casford - POB 1111, Chama NM 87520 4/7/2014 Kathleen Abeles - 3730 Old Santa Fe Trail, Santa Fe NM 87505 4/7/2014 Jeff Carr - POB 313, Eagle Nest NM 87718 4/7/2014 Paul Biderman - 829 Allendale Street, Santa Fe NM 87505 4/7/2014 Mary Ellen B Gonzales - 2806 Calle Campeon, Santa Fe NM 87505 4/7/2014 Eugene Zamora - 2190 Manuel Medrano Rd, Santa Fe NM 87505 4/4/2014 Stephen Walker - POB 846, Alto NM 88312 3/21/2014 Jane Wishner - 518 Black Bear Loop, NE, Albuquerque NM 87122 3/21/2014 Austin Goolsbee - 5552 S Kenwood Ave, Chicago IL 60637 3/21/2014 Carolyn Merchant - 4101 Morris St NE, Albuquerque NM 87111 3/21/2014 Stuart Bluestone - 1330 Cerro Gordo Rd, Santa Fe NM 87501 3/21/2014 Visions, LLC - POB 5351, Santa Fe NM 87502 3/19/2014 Jim Collie - 4235 Mackland NE, Albuquerque NM 87110 3/19/2014 Robert Levy - 1715 San Cristobal RD SW, Albuquerque NM 87104 3/19/2014 The Bull Ring of Sky King, Inc. - POB 997, Santa Fe NM 87504 3/19/2014 David J. Berardinelli, LLC - POB 1944, Santa Fe NM 87504
$250.00 $60.00 $100.00 $100.00
District Attorney Election Committee
$500.00 $100.00 $100.00 $10.00 $60.00 $40.00 $100.00 $100.00
Attorney Economist/University of Chicago
$250.00 $500.00 $100.00
Attorney Film Industry Union Retired
$250.00 $250.00 $500.00 $100.00
Restaurant Attorney
$750.00 $500.00
Page 3 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Political Candidate (Reimb for Petition Signatures
2014
$728.66 $100.00
3/19/2014 Ray Powell for Land Commissioner - POB 27654, Albuquerque NM 87125 3/19/2014 Kim Smith Casford - POB 1111, Chama NM 87520 3/11/2014 Carl Akins - 3515 La Hacienda Pl NE, Albuquerque NM 87106 3/11/2014 Tova Indritz - 2040 4th Street NW, Albuquerque NM 87102 3/11/2014 LaMerle Boyd - POB 645, Santa Fe NM 87504 3/11/2014 Arthur Jaramillo - 166 Avenida de Compadres, Santa FE NM 87508 3/11/2014 Mary Mescall - 3208 Calle de Estalla NW, Albuquerque NM 87104 3/11/2014 Bruce Thompson - 3313 Summit PL NE, Albuquerque NM 87106 3/11/2014 Patrick Cooper - 2501 West Zia Road, Santa Fe NM 87505 3/11/2014 Karl Johnson - 4808 College Heights Drive NW, Albuquerque NM 87120 3/11/2014 Michelle Giger - 4808 College Heights Dr NW, Albuquerque NM 87120 3/11/2014 Diane Denish - 2604 Morrow Rd NE, Albuquerque NM 87106 3/11/2014 Terry Word - 6401 Caballero PKW NW, Los Ranchos NM 87107 3/11/2014 Peter White - 2213 Brothers Rd, Suite 400, Santa Fe NM 87505 3/11/2014 Norma McCallan - 627 Camino Don Emilio, Santa Fe NM 87507 3/11/2014 Stanley Rosen - POB 5496, Santa Fe NM 87502 3/4/2014 Quarrierr Cook - 1052 Camino Manana, Santa Fe NM 87501 2/25/2014 Teamsters Local 492 - 4269 Balloon Park NE, Albuquerque NM 87109 2/25/2014 Andrew Israel - 297 Coyote Road, Las Vegas NM 87701 2/25/2014 Thomas Hester - 201 West 19th, Silver City NM 88061 2/25/2014 Paula Amar Schwartz - 6506 Caballero Pkw NW, Los Ranchos NM 87107 2/25/2014 Charles Goodmacher - 3540 North Pole Loop NE, Rio Rancho NM 87144 2/25/2014 Karen Ushman - 562 Garcia Street, Santa Fe NM 87505 2/25/2014 Joseph Ginocchio - 635 Camino Rancheros, Santa Fe NM 87505 2/25/2014 Valentine R. Varela - 142 Camino Rayo del Sol, Corrales NM 87048 2/25/2014 Marie Wilkinson - 369 Montezuma Ave #242, Santa Fe NM 87501 2/25/2014 Emmet Fallon - POB 409, Ft Sumner NM 88119
Retired
$500.00 $50.00 $60.00
Attorney
$250.00 $100.00 $100.00
Attorney Attorney Non Profit CEO Consultant Attorney Attorney
$1,000.00 $250.00 $250.00 $250.00 $200.00 $100.00 $35.00 $10.00
Retired International Labor Union
$250.00 $1,000.00 $46.00 $40.00 $100.00 $46.00 $10.00 $60.00 $46.00 $46.00
Realtor
$500.00
Page 4 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Attorneys
2014
$500.00 $100.00
2/21/2014 Youtz & Valdez, PC - 900 Gold Ave Sw, Albuquerque NM 87102 2/15/2014 M. L. Keleher - 1400 Morningside, Albuquerque NM 87110 2/15/2014 W. B. Richardson, LLC - 216 Washington Ave, Santa Fe NM 87501 2/13/2014 Emeterio Rudolfo - 3209 Crestridge Dr, Farmington NM 87401 2/13/2014 Ann Kibbie - 47 Harpswell Road, Brunswick ME 04011 2/13/2014 Kevin Wertheim - 47 Harpswell Road, Brunswick ME 04011 2/13/2014 Austin Hoover - 2930 Camino Castillo, Las Cruces NM 88005 2/13/2014 Sylvia Ortiz - POB 386, Mesilla NM 88046 2/13/2014 Valerie Espinoza - POB 1269, Santa Fe NM 87504 2/13/2014 Elizabeth Wertheim - 1601 Francisca Rd NW, Los Ranchos NM 87107 2/13/2014 Carol Clifford - POB 23566, Santa Fe NM 87502 2/6/2014 Seth Sparks - 619 Graceland SE, Albuquerque NM 87108 2/6/2014 Arvind Raichur - 6501 America's Parkway NE Ste 810, Albuquerque NM 87110 1/22/2014 Hyllius Edwards - POB 44246, Denver CO 80201 1/22/2014 Marla Painter - 505 Valley High SW, Albuquerque NM 87105 1/22/2014 Marcia Lincoln - 11100 Lagrima de Oro NE, Albuquerque NM 87111 1/22/2014 Gay Block - 369 Montezuma Ave #310, Santa Fe NM 87501 1/22/2014 Jonathan Goldstein - 97 A Camino Chupadero, Santa FE NM 87506 1/22/2014 Robert Levy - 1715 San Cristobal RD SW, Albuquerque NM 87104 1/22/2014 Zackary Rosenberg - 518 Black Bear LP NE, Albuquerque NM 87122 1/22/2014 Bruce Barnaby - 729 Monroe NE, Albuquerque NM 87110 1/22/2014 Donald Leonard - 201 Lomas Blvd NW, Albuquerque NM 87102 1/22/2014 Stanley Rosen - POB 5496, Santa FE NM 87506 1/22/2014 Gene Sisneros - 126 Highway 72, Raton NM 87740 12/24/2013 John Bigelow - POB 2492, Santa Fe NM 87504 12/24/2013 Robert Levy - 1715 San Cristobal RD SW, Albuquerque NM 87104 12/24/2013 Carol Trelease - 8234 Raintree Dr NE, Albuquerque NM 87122 12/24/2013 Stephanie Landry - 300 Tenth St SW, Albuquerque NM 87102
Consultant
$1,000.00 $100.00
College Professor Photographer
$250.00 $250.00 $100.00 $100.00 $100.00
Retired
$500.00 $146.00
Lawyer Business Owner
$250.00 $1,000.00 $100.00 $100.00 $10.00 $100.00 $60.00 $100.00 $9.60 $100.00 $100.00 $10.00 $100.00
Attorney
$250.00 $100.00 $50.00
Attorney
$250.00
Page 5 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Attorney Resources for Change
2014
$500.00 $200.00 $25.00
12/24/2013 William Snead - 4148 Dietz Farm Circle NW, Los Ranchos NM 87107 12/24/2013 Linda Single - POB 8602, Santa Fe NM 87504 12/24/2013 Barbara Kline - 6 Santa Ana Trail W, Corrales NM 87048 12/24/2013 Lindsey Ritscher - 1149 Bernalillo Ct, Albuquerque NM 87123 12/24/2013 Arvind Raichur - 6501 Americas Parkway NE Ste 810, Albuquerque NM 87110 12/24/2013 Timothy Raftery - 903 E Vista Pky, Roswell NM 88201 12/24/2013 Visions New Mexico LLC - POB 5351, Santa Fe NM 87502 12/14/2013 Matthew Farrauto - 1851 Columbia Rd NW, Washington DC 20009 12/14/2013 Daniel Kloke - 3804 Copper Ave NE, Albuquerque NM 87108 12/14/2013 Paul Bardacke - 465 Camino Manzaon, Santa Fe NM 87505 12/14/2013 David Duhigg - 1750 Shadyside Dr, Albuquerque NM 87106 12/14/2013 Kenneth Cole - 1732 Valdez Dr NE, Albuquerque NM 87112 12/14/2013 Nancy Bartlit - 113 Monte Ray Drive N, Los Alamos NM 87544 12/14/2013 Zachary Rosenberg - 518 Black Bear Loop NE, Albuquerque NM 87122 12/14/2013 Terrence Brunner - 601 Luna Blvd NW, Albuquerque NM 87102
Retired Business Owner
$250.00 $1,000.00 $25.00 $100.00 $100.00 $50.00 $100.00
Attorney
$250.00 $100.00 $50.00 $10.00
US Government
$250.00 $200.00 $100.00 $100.00 $100.00 $200.00 $50.00 $25.00 $100.00 $100.00 $50.00 $100.00 $50.00
12/14/2013 Peter Dinelli - 1309 Dakota St NE, Albuquerque NM Attorney 87110 12/14/2013 Giovanna Rossi - 912 Monroe St NE, Albuquerque NM 87110 12/14/2013 Michael Puelle - 2222 Upton Loop Rd Apt 6106, Albuquerque NM 87110 12/14/2013 Gregory Bloom - 416 Iron Ave NE, Albuquerque NM 87102 12/14/2013 Carol Clifford - POB 23566, Santa Fe NM 87502 12/14/2013 Beulah Woodfin - 5004 Northern Trl NW, Albuquerque NM 87120 12/14/2013 Irene Serna - 9404 Black Farm Lane NW, Albuquerque NM 87114 12/14/2013 Maria Alvarez - 208 Las Colinas NE, Albuquerque NM 87113 12/14/2013 Christopher Berkheimer - POB 36434, Albuquerque NM 87176 12/14/2013 Claire Ellen Dudley - 315 9th St SW, Albuquerque NM 87102 12/14/2013 Frank Salazar - POB 2762, Corrales NM 87048 12/14/2013 M. A. Longserre - POB 8004, Santa Fe NM 87504
Page 6 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Attorney
2014
$250.00 $10.00 $25.00 $60.00 $25.00
12/14/2013 John P. Salazar - POB 1888, Albuquerque NM 87103 12/14/2013 Dan Brummell - 20 Bartolo Rd, Mountainair NM 87036 12/14/2013 Anonymous MEMO: Chama River Event 12/14/2013 Pamela Sullivan - 305 Big Horn Ridge Pl NE, Albuquerque NM 87122 12/14/2013 Robert Lara - 1715 Chamocoma PL SW, Albuquerque NM 87104 12/10/2013 Don Mickey Design, Inc. - 1530 Girard Blvd NE, Albuquerque NM 87106 MEMO: To reverse charge of 9/8/13. That invoice was included in second invoice and paid. This to correct. 11/27/2013 Raichur Arvind - 6501 America's Parkway NE Ste 810, Albuquerque NM 87110 11/27/2013 New Mexico Building & Construction Trades Council - 510 San Pedro SE, Albuquerque NM 87108 11/18/2013 Robert Armstrong - 2608 N Washington, Roswell NM 86201 11/18/2013 Kathleen Love - POB 12888, Albuquerque NM 87195 11/18/2013 Charles Higgins - 847 Ninita St, Santa Fe NM 87505 11/18/2013 Joan Griffin - 618 Lafayette Dr NE, Albuquerque NM 87108 11/18/2013 Austin Hoover - 2930 Camino Castillo, Las Cruces NM 88005 11/18/2013 Eddie Sosaya - POB 45341, Rio Rancho NM 87174 11/18/2013 J. E. Gallegos - 460 St. Michael's Drive, Bldg 300, Santa Fe NM 87505 11/18/2013 M. L. Keleher - 1400 Morningside NE, Albuquerque NM 87110 11/18/2013 Tillie Brummell - 1106 W. Beal St, Mountainair NM 87036 11/18/2013 Geoffrey Romero - 4001 all Saints, Albuquerque NM 87120 11/18/2013 Carl Akins - 3515 La Hacienda Pl NE, Albuquerque NM 87106 11/18/2013 Bruce Barnaby - 729 Monroe NE, Albuquerque NM 87110 11/18/2013 Robert Levy - 1715 San Cristobal, Albuquerque NM 87104 11/1/2013 Sophie Martin - 4828 Southern Ave SE, Albuquerque NM 87108 11/1/2013 Matthew Aibel - 35 Highland Ave, Northport NY 11768 11/1/2013 David Gold - POB 308, Valdez NM 87580 11/1/2013 Nicholas Koluncich - 6501 American Parkway, Albuquerque NM 87110
Printers
$197.95
Business Owner Building & Construction Trades Union
$1,000.00 $1,000.00
Energy
$200.00 $100.00 $50.00 $100.00 $100.00 $100.00 $100.00 $100.00 $50.00
Attorney Retired
$300.00 $500.00 $100.00 $100.00
Attorney
$250.00 $100.00
Consultant Self Employed
$500.00 $200.00
Page 7 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
$10.00 $2,500.00 $100.00 $20.00
11/1/2013 Zachary Rosenbert - 518 Black Bear Lp NE, Albuquerque NM 87122 11/1/2013 James Collie - 4235 Mackland Ave NE, Albuquerque NM 87110-7715 11/1/2013 Dorothy Massey - 202 Galiesto St, Santa Fe NM 87501 10/28/2013 Jonathan Romney - 7948 Sartan Way NE, Albuquerque NM 87109 10/28/2013 Gilbert Ortiz - Rancho Enrique #4, Santa Fe NM 87506 10/28/2013 I.A of B.S.O. and R.I.W. Local 495 - 2524 Baylor SE, Albuquerque NM 87106 10/28/2013 Pauline Eisenstadt - POB 658, Corrales NM 87048 10/28/2013 F.D.R. Services - 8440 NE Cordon Drive, Bainbridge Island WA 98110 10/15/2013 Josh Ewing - 300 Central #1000W, Albuquerque NM 87102 10/15/2013 Joseph Goldberg - 1504 Harvard Ct NE, Albuquerque NM 87106 10/15/2013 David Martinez - 2420 Rozinante Dr NW, Albuquerque NM 87104 10/15/2013 David Freedman - 20 First Plaza Ste 200, Albuquerque NM 87102 10/15/2013 John Boyd - 3812 La Hacienda Dr NE, Albuquerque NM 87110 10/15/2013 James Bullington - POB 8188, Santa Fe NM 87504 10/8/2013 Marvin McBurrows - CMR 489, Box 1861, APO XX 09751 10/8/2013 Arvind Raichur - 6501 America's Parkway NE Ste 810, Albuquerque NM 87110 10/8/2013 John Drewsman - 3 Eccola Lane, Santa Fe NM 87506 10/8/2013 Richard Figueroa - 2632 N Talman, Chicago IL 60647 10/8/2013 Deborah Abbott - 1204 N Chaco Ave, Farmington NM 87401 10/8/2013 Jay Monarch - 1125 Girard Blvd NE, Albuquerque NM 87106 10/8/2013 Joyce Levine - 161 Arroyo Hondo Road, Santa Fe NM 87508 10/8/2013 Elizabeth Upton - 250 E Alameda Apt 636, Santa Fe NM 87501 10/8/2013 Carol Kain - 1601 Pennsylvania NE Y-5, Albuquerque NM 87110 10/8/2013 Mary Howard - 1211 Placita Loima, Santa Fe NM 87501 TOTAL Financial Markets Attorney Attorney Retired Labor Union Retired
$500.00 $1,000.00 $100.00 $100.00 $100.00 $125.00 $150.00 $75.00 $250.00 $50.00 $100.00 $1,000.00 $100.00 $500.00 $20.00 $5.00 $60.00 $20.00 $10.00 $20.00 $33,301.21
Page 8 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
FORM B 2 IN-KIND CONTRIBUTIONS
Candidate's Name Date Submitted: DATE Wertheim, John 4/14/2014 9:02:13 AM Date Run: NAME and ADDRESS of CONTRIBUTOR 4/14/2014 9:02:13 AM Date Due: 4/14/2014 5:00:00 PM VALUE
OCCUPATION (of any contributor who makes a contribution of $250 or more in an election) TOTAL
Page 9 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
FORM B 3 LOAN CONTRIBUTIONS
Candidate's Name Date Submitted: DATE Wertheim, John 4/14/2014 9:02:13 AM Date Run: 4/14/2014 9:02:13 AM Date Due: 4/14/2014 5:00:00 PM AMOUNT $125,000.00 TOTAL $125,000.00
NAME and ADDRESS of CREDITOR
4/7/2014 John V. Wertheim - 1709 Sigma Chi Rd NE, Albuquerque NM 87106
Page 10 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
FORM B 4 LOANS FORGIVEN
Candidate's Name Date Submitted: DATE Wertheim, John 4/14/2014 9:02:13 AM Date Run: 4/14/2014 9:02:13 AM Date Due: 4/14/2014 5:00:00 PM AMOUNT TOTAL
NAME and ADDRESS of CREDITOR
Page 11 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
FORM C EXPENDITURES
Candidate's Name Date Submitted: DATE Wertheim, John 4/14/2014 9:02:13 AM Date Run: NAME and ADDRESS of PAYEE 4/14/2014 9:02:13 AM Date Due: PURPOSE PRC Exp 4/14/2014 5:00:00 PM AMOUNT
4/7/2014 Act Blue - POB 441146, Somerville MA 02144 4/7/2014 Act Blue - POB 441146, Somerville MA 02144 4/7/2014 Act Blue - POB 441146, Somerville MA 02144 4/5/2014 MALSA - C/O UNM SOL, 1117 Stanford Dr, NE, Albuquerque NM 87106 4/4/2014 Bernalillo County - 505 Marquette Ave, Albuquerque NM 87102
Act Blue Fee Act Blue Fee Processing Fee Banquet Tickets Certified Copy of Petition
$16.20 $3.95 $6.72 $130.00 $197.00 $274.17 $9.00 $100.00 $100.00 $125.00 $107.00 $437.46 $257.67 $987.59 $49.06 $269.49 $39.51 $1,000.00 $96.05
4/3/2014 Winston O'Neal - 1518 Solano Dr NE, Albuquerque Reimbursement for NM 87110 Travel Expenses 4/3/2014 James Phillips - 600 Central, Albuquerque NM 87102 4/2/2014 Elect Jo Ann Ferrary - 6100 Morning Sun Way, Las Cruces NM 88012 4/1/2014 Friends of Maggie Toulouse-Oliver - POB 3071, Albuquerque NM 87190 Reimbursement for Railrunner Ticker Candidate Committee Campaign Contribution
4/1/2014 Winston O'Neal - 1518 Solano Dr NE, Albuquerque Training NM 87110 4/1/2014 Incrowd Productions - 10428 Princess Jeanne NE, Albuquerque NM 87112 Video Production
3/31/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Taxes NE, Albuquerque NM 87111 3/31/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Checks NE, Albuquerque NM 87111 3/31/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 Payroll Direct Deposits
3/31/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Processing NE, Albuquerque NM 87111 Fee 3/24/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Checks NE, Albuquerque NM 87111 3/21/2014 Act Blue - POB 441146, Somerville MA 02144 3/20/2014 Bosque Strategies,LLC - 600 Central Suite 107, Albuquerque NM 87102 3/19/2014 NM Educators Federal Credit Union - 7517 Montgomery Blvd NE, Albuquerque NM 87109 MEMO: Being Researched. 3/19/2014 Act Blue - POB 441146, Somerville MA 02144 3/19/2014 Act Blue - POB 441146, Somerville MA 02144 Processing Fee Consulting Teller Error/Deposit Correction Processing Fee Processing Fee
$3.95 $3.95
Page 12 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Payroll Taxes
2014
$452.16 $987.58 $51.15 $100.00 $60.00 $200.00 $300.00 $938.66 $16.20 $63.21 $789.35 $416.06
3/17/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111
3/17/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Direct Deposit NE, Albuquerque NM 87111 3/17/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 3/17/2014 Gabbi Campos - 3416 Sierra Drive NE, Albuquerque NM 87110 3/15/2014 Valencia County Democratic Women - POB 2652, Los Lunas NM 87031 3/13/2014 Campaign to Elect Liz Thomson - 1216 Westerfield Dr NE, Albuquerque NM 87112 3/12/2014 Democratic Party of New Mexico - 8214 2nd Street NW, Albuquerque NM 87114 3/11/2014 Focus Ink, Inc. - 335-B Jefferson SE, Albuquerque NM 87108 3/11/2014 ActBlue - POB 441146, Somerville MA 02144 3/11/2014 Act Blue - POB 441146, Somerville MA 02144 3/10/2014 Mail Quick, Inc. - 1508 Girard Blvd NE, Albuquerque NM 87106 Payroll Processing Fee Photographs Convention Contribution Convention Registration, etc. Printing Campaign Material Act Blue Processing Fee Processing Fee Mailing setup, merge, etc.
3/3/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Taxes NE, Albuquerque NM 87111 MEMO: EFT 3/3/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 Payroll Checks
$85.27 $985.59 $46.97 $19.85 $25.46 $91.23
3/3/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Direct Deposit NE, Albuquerque NM 87111 3/3/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Processing NE, Albuquerque NM 87111 Fee 2/25/2014 Flying Star - 723 Silver Ave, Albuquerque NM 87101 2/25/2014 Act Blue - POB 441146, Somerville MA 02144 2/24/2014 Enterprise Rental Car - 9433 Lomas Blvd, Albuquerque NM 87125 2/23/2014 Murray Hotel - 200 W Broadway, Silver City NM 88061 2/22/2014 Chevron - Main Street, Socorro NM 87801 2/22/2014 The Range Cafe - 925 S Camino del Pueblo, Bernalillo NM 87004 2/21/2014 Democratic Party of Dona Ana County - 139 N Downtown Mall, Las Cruces NM 88001 2/21/2014 USPS - USPS, Albuquerque NM 87101 2/19/2014 Bosque Strategies - 600 Central SW, Albuquerque NM 87102 2/18/2014 Shell - 300 Lomas, Albuquerque NM 87101 2/17/2014 Democratic Party of Bernalillo County - 8214 2nd Street NW, Albuquerque NM 87114 Food Servicing Fee Auto Rental/Surrogate Travel Lodging/Surrogate Travel Gasoline/Candidate Travel Food for Workers Contribution Postage Consulting Gasoline Convention Table, Etc.
$116.87 $57.73 $67.59 $500.00 $110.00 $2,675.00 $50.47 $150.00
Page 13 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Gasoline/Candidate Travel
2014
$46.80 $1,154.92
2/15/2014 Camel Rock Valero - 10 Camel Rock Road, Santa Fe NM 87501
2/15/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll NE, Albuquerque NM 87111 MEMO: EFT 2/15/2014 Payroll Company - 10433 Montgomery Parkway LP Payroll Taxes NE, Albuquerque NM 87111 MEMO: EFT 2/15/2014 Payroll Company - 10433 Montgomery Parkway LP Processing Fee NE, Albuquerque NM 87111 MEMO: EFT 2/13/2014 ActBlue - ActBlue.com, Cambridge MA 02139 2/10/2014 Allsup's - 305 N Guadalupe, Santa Fe NM 87501 2/7/2014 Robert's Oil - 1104 Califorium, Farmington NM 87401 2/6/2014 Chevron - 223 Highway 550, Bernalillo NM 87004 2/6/2014 Starbuck's - 170 E Highway 550, Bernalillo NM 87004 2/6/2014 Act Blue - POB 441146, Somerville MA 02144 2/1/2014 Hobbs Branch NAACP - 200 E Broadway, Hobbs NM 88240 2/1/2014 Best Western Sally Port Inn and Suites - 2000 N Main, Roswell NM 88201 2/1/2014 Stripes - 1600 N Grimes, Hobbs NM 88240 2/1/2014 McDonald's - 3726 N Lovington Hwy, Hobbs NM 88240 1/31/2014 Clines Corner 66 - 1 Yacht Club Dr, Clines Corners NM 87070 Process Fee Gasoline/Candidate Travel Gasoline/Candidate Travel Gasoline/Candidate Travel Food Process Fee Tickets Lodging Gasoline/Candidate Travel Food Food
$422.97
$53.23
$23.71 $49.02 $50.53 $32.33 $15.10 $49.38 $60.00 $96.86 $36.24 $4.02 $2.85 $23.31 $3,111.11
1/30/2014 Santa Fe Baking Co - 504 West Cordova Rd, Santa Food Fe NM 87501 1/30/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 MEMO: EFT 1/30/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 MEMO: EFT 1/30/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 MEMO: EFT 1/24/2014 Ohlsen Research LLC - 1737 NE Alberta St Ste 208, Portland OR 97211 1/24/2014 University Postal Store - University Street, Albuqueque NM 87123 Payroll Checks & Deposits Taxes
$848.82
Payroll Processing
$113.58
Research Fee Postage
$6,000.00 $9.20 $59.49 $154.17 $154.17 $3.95
1/23/2014 Alan Packman - 3817 Simms Ave, Albuquerque NM Automated Calling 87108 1/22/2014 The Printer's Copy Center - 418 Cerrillos Road Ste 2, Santa Fe NM 87501 1/22/2014 The Printers - Old Town, Santa Fe NM 87501 1/22/2014 ActBlue - ActBlue.com, Cambridge MA 02139 Printing Placards Service Fee
Page 14 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Service Fee Gasoline/Candidate Travel Food Gasoline/Candidate Travel Food Gasoline/Candidate Travel Gasoline/Candidate Travel Membership Contribution Gasoline/Candidate Travel Payroll
2014
$14.62 $45.77 $9.16 $42.57 $57.04 $48.18 $46.03 $20.00 $50.00 $44.10 $1,750.39
1/22/2014 ActBlue - ActBlue.com, Cambridge MA 02139 1/20/2014 Allsup's - 305 Guadalupe St, Santa Fe NM 87501 1/20/2014 McDonald's - 200 S. Santa Fe Rd, Taos NM 87571 1/18/2014 Corner Store - 1425 University Blvd NE, Albuquerque NM 87101 1/18/2014 Fratelli's Bistro - 1209 N Highway 491, Gallup NM 87301 1/14/2014 Corner Store - 2550 Central SE, Albuquerque NM 87101 1/13/2014 Socorro Chevron - Main Street, Socorro NM 87801 1/13/2014 Democratic Women of Dona Ana County - POB 16144, Las Cruces NM 88004 1/11/2014 New Mexico Democratic Club - 2300 Wrangler, Rio Rancho NM 87124 1/11/2014 Alameda Chevron - 5988 Alameda Blvd NE, Albuquerque NM 87113 1/10/2014 Payroll Company - 10433 Montgomery Parkway Loop NE Ste 100, Albuquerque NM 87111 MEMO: EFT 1/10/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 1/10/2014 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111 1/9/2014 Corner Store - 3825 Columbus Rd, Deming NM 88031 1/9/2014 Holiday Inn Express - 1103 Superior Street, Silver City NM 88061 1/8/2014 Giant - 1685 E University, Las Cruces NM 88001 1/7/2014 Corner Store - 1425 University Blvd, Albuquerque NM 87102 1/7/2014 Gabbi Campos - 3416 Sierra Drive NE, Albuquerque NM 87110 1/7/2014 Grant Chapel AME Church, Lay Organization 7920 Claremont Ave, Albuquerque NM 87110
Payroll Taxes Payroll Processing Fee Gasoline/Candidate Travel Lodging Gasoline/Candidate Travel Gasoline/Candidate Travel Photos Contribution
$610.99 $61.58 $26.66 $140.40 $38.52 $25.06 $200.00 $140.00 $27.07 $2,675.00 $165.75 $208.88 $513.58 $1,972.89
1/7/2014 Alan Packman - 3817 Simms Ave, Albuquerque NM Automated Calling 87108 1/2/2014 Bosque Strategies - 600 Central SW, Albuquerque NM 87102 12/31/2013 Daniel Worley - 836 Adams Street NE, Albuquerque NM 87110 12/31/2013 Sydney Hodge - 504 14th St SW Apt B, Albuquerque NM 87102 12/26/2013 Best Buy - Best Buy, Albuquerque NM 87101 Campaign Consulting Campaign Worker Campaign Worker Field Computer
12/24/2013 Winston O'Neal - 1518 Solano Dr NE, Albuquerque Salary NM 87110 MEMO: EFT 12/24/2013 ActBlue - ActBlue.com, Cambridge MA 02139 12/24/2013 ActBlue - POB 441146, Somerville MA 02144 Service FEe Act Blue Fee
$13.83 $89.88
Page 15 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Payroll Processing
2014
$44.89 $139.30 $644.06 $36.61 $85.00
12/23/2013 Payroll Company - 10433 Montgomery Parkway Loop NE, Albuquerque NM 87111
12/23/2013 New Mexico TRD - POB 8390, Santa Fe NM 87504 Payroll Taxes 12/23/2013 IRS - POB 510000, San Francisco CA 94151 12/18/2013 Shell - 1014 Central Ave, Moriarty NM 87035 12/18/2013 Grant Chapel AME Church - 7920 Claremont Ave, Albuquerque NM 87110 12/18/2013 Chavez County Democratic Party - POB 2935, Roswell NM 88022 Payroll Tax Gasoline/Candidate Travel MLK Parade Program Advertisement Contribution
$100.00 $60.00 $52.85 $9.88 $4.75 $100.00 $26.70 $42.69 $22.73 $48.07 $150.00
12/16/2013 Bernalillo County Federation of Democratic Women Contribution - 5944 Isleta Blvd, Albuquerque NM 87105 12/16/2013 Mannie's Family Restaurant - 2900 Central Ave NE, Food/Staff Meeting Albuquerque NM 87106 12/14/2013 ActBlue - POB 441148, Somerville MA 02144 12/14/2013 ActBlue - POB 441146, Somerville MA 02144 12/13/2013 Friends of Stephanie - POB 4657, Los Alamos NM 87544 12/13/2013 Dede Feldman - 1821 Meadow View Drive NW, Albuquerque NM 87104 12/9/2013 66 Pit Stop - 14311 I-25, Albuquerque NM 87121 12/9/2013 La Barraca Restaurant - 1303 Historic 66, Gallup NM 87301 12/8/2013 The Range Cafe - 2200 Menaul, Albuquerque NM 87101 12/5/2013 Keller for New Mexico - 11023 Vistado, Albuquerque NM 87123 MEMO: Contribution to State Auditor Race. 12/2/2013 Bosque Strategies - 600 Central SW, Albuquerque NM 87102 12/2/2013 Bosque Strategies - 600 Central SW, Albuquerque NM 87102 11/27/2013 Act Blue - POB 441146, Somerville MA '02144 11/27/2013 Chadderdon Group - 107 W. Windsor Ave, Alexandria VA 22301 MEMO: EFT 11/27/2013 New Mexico Educators FCU - 7517 Montgomery Blvd NE, Albuquerque NM 87109 MEMO: EFT 11/27/2013 New Mexico Educators FCE - 7517 Montgomery Blvd NE, Albuquerque NM 87109 MEMO: EFT 11/20/2013 The Plaza Cafe - Lincoln Ave, Santa Fe NM 87501 11/20/2013 City of Santa Fe - City of Santa Fe, Santa Fe NM 87501 11/20/2013 Flying Star - 723 Silver Ave, Albuquerque NM 87102 ActBlud Fee ActBlue Fee Campaign Contribution Book Purchase Gasoline/Candidate Travel Food/Staff & Volunteers Food/Staff and Volunteers Political Contribution
Campaign Consulting/Reimburs ement Consulting ActBlue Fee Printing
$475.00
$2,675.00 $39.50 $3,400.22
Wire Fee
$14.00
Check Printing
$11.39
Food/Constituency Meeting Parking Food/Staff & Volunteers
$28.56 $4.00 $42.32
Page 16 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions Service Fee Act Blue Fee Reimbursement email svc, database, adv, etc. Consulting Food/Staff & Others Contribution Act Blue Service Fee Contribution Gasoline/Candidate Travel Act Blue Service Fee Accounting Services Consulting Act Blue Service Fee TOTAL
2014
$17.78 $3.95 $445.00
11/18/2013 Act Blue - POB 441146, Somerville MA 02144 11/18/2013 ActBlue - POB 41146, Somerville MA 02144 11/14/2013 Bosque Strategies - 600 Central Sw, Suite 107, Albuquerque NM 87102 11/12/2013 Bosque Strategies,LLC - 600 Central Suite 107, Albuquerque NM 87102 11/11/2013 Cocina Azul - 1134 Mountain Rd Nw , Albuquerque NM 87102 11/8/2013 Santa Fe County Democratic Party - 1420 Cerrillos Rd , Santa Fe NM 87501 11/1/2013 Act Blue - POB 441146, Somerville MA '02144 11/1/2013 Cibola County Democratic Party [email protected], Grants NM 87020 10/31/2013 Clines Corners 66 - 1 Yacht Club Dr, Clines Corners NM 87070 10/28/2013 Act Blue - POB 441146, Somerville MA 02144 10/22/2013 Thomas Buckner - POB 45318, Rio Rancho NM 87174 10/15/2013 Bosque Strategies - 600 Central, Albuquerque NM 87102 10/8/2013 Act Blue - POB 441146, Somerville MA 02144
$2,675.00 $87.98 $300.00 $41.88 $100.00 $51.56 $0.79 $537.19 $2,675.00 $219.30 $50,596.83
Page 17 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
FORM C 1 LOAN REPAYMENTS
Candidate's Name Date Submitted: DATE Wertheim, John 4/14/2014 9:02:13 AM Date Run: 4/14/2014 9:02:13 AM Date Due: 4/14/2014 5:00:00 PM AMOUNT TOTAL
NAME of CREDITOR
Page 18 of 19
State of New Mexico Ethics Administration
Campaign Reporting Act Report of Expenditures and Contributions
2014
Page 19 of 19
