State of West Virginia Campaign Financial Statement
(Long Form) in Relation to the 2011 Election Year

Candidate or Committee Name
West Virginia Optometric Association PAC
Candidate or Committee's Treasurer
Dr. Alan Rada
Political Party (for candidates)
Treasurer's Mailing Address (Street, Route, or P.O. Box)
18 California Avenue office@wvcsi.com 
Office Sought (for Candidates)
District/Division
City, State, Zip Code
Charleston, WV 25311
Daytime Phone #
(304) 720-8262

Election Cycle Reporting Period (check one):

    
Primary - First Report
Due Mar 26-Apr 01, 2011
    
Pre-primary Report
Due Apr 29-May 03, 2011
    
Post-primary Report
Due May 27-Jun 28, 2011
 X 
General - First Report
Due Aug 22-Aug 26, 2011
    
Pre-general Report
Due Sep 19-Sep 23, 2011
    
Post-general Report
Due Oct 17-Nov 15, 2011

Check if Applicable:

    
Amended Report
You must also check box of appropriate reporting period
    
Final Report
Zero balance required.
PAC must also file Form F-6 Dissolution

Non-Election Cycle Reporting Period:

    
Annual Report 2011 Calendar Year
Due last Saturday in March or within 6 days thereafter

Report Totals

Fill in totals at the completion of the report.

RECEIPTS OF FUNDS: Totals for this Period
Contributions  $14,456.79
Monetary Contributions from all Fund-Raising Events +$0.00
Receipt of a Transfer of Excess Funds +$0.00
Total Monetary Contributions: =$14,456.79
In-Kind Contributions +$0.00
Total Contributions: =$14,456.79
 
Other Income  $0.00
Loans Received +$0.00
Total Other Income: =$0.00
 
OUTSTANDING LOANS & DEBTS:  
Unpaid Bills  $0.00
Outstanding Loans +$0.00
Total Debts: =$0.00
 
TOTAL CONTRIBUTIONS ELECTION YEAR-TO-DATE
(Add total contributions from all reports)
$19,831.79
 
CASH BALANCE SUMMARY
Beginning Balance
(ending balance from previous report)
 $40,629.67
Total Monetary Contributions +$14,456.79
Total Other Income +$0.00
Subtotal: a. =$55,086.46
 
Total Expenditures Paid  $2,687.44
Total Disbursements of Excess Funds +$0.00
Repayment of Loans +$0.00
Subtotal: b. =$2,687.44
 
Ending Balance:
(Subtotal a. - Subtotal b.)

*Cannot be negative balance
=$52,399.02
 
TOTAL EXPENDITURES ELECTION YEAR-TO-DATE
(Add total expenditures from all reports)
$3,029.57

Contributions
$250.00 or LESS

DATECONTRIBUTOR'S FULL NAME OR COMMITTEE'S NAMEAMOUNT
5/11/2011Gregory Browning$200.00
8/3/2011James Campbell$210.00
8/3/2011Robert Christen$175.00
4/8/2011Mark Cinalli$250.00
8/3/2011Donald King$150.00
8/3/2011John Myers$175.00
8/3/2011John Pockl$175.00
8/3/2011Chris Ratcliff$140.00
8/3/2011Richard Stender$250.00
 Subtotal of contributions of $250.00 or less$1,725.00
 

Contributions
More than $250.00

DATECONTRIBUTOR'S FULL NAME OR COMMITTEE'S NAMEAMOUNT
2/22/2011 Full Name:  Martin Carpenter
Address:  Resident
709 Morgantown Avenue
Fairmont, WV 26554

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$300.00
4/26/2011 Full Name:  John Casto
Address:  Resident
511 Sixth Avenue
St. Albans, WV 25177

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$1,000.00
2/15/2011 Full Name:  Daniel DeMarino
Address:  Resident
104 E Main Street
Suite 2B
Clarksburg, WV 26301

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$500.00
4/1/2011 Full Name:  Patrick Fleming
Address:  Resident
149 Linwood Way
Martinsburg, WV 25401

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$1,000.00
8/3/2011 Full Name:  John Hendrix
Address:  Resident
1227 Lebanon Street
Bluefield, WV 25311

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$315.00
8/3/2011 Full Name:  James Herman
Address:  Resident
3709 Teays Valley Road
Hurricane, WV 25526

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$449.00
6/13/2011 Full Name:  Karen Hoblitzell
Address:  Resident
520 N Jefferson St.
Lewisburg, WV

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$500.00
8/3/2011 Full Name:  Craig Hyre
Address:  Resident
1500 Harrison Avenue
Elkins, WV 26241

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$460.00
2/15/2011 Full Name:  Craig Liebig
Address:  Resident
538B Emily Drive
Clarksburg, WV 26301

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$500.00
8/3/2011 Full Name:  Joe Myers
Address:  Resident
PO Box 708
Moundsville, WV 26041

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$350.00
8/3/2011 Full Name:  Alan Rada
Address:  Resident
4202 MacCorkle Avenue
Charleston, WV 25304

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$350.00
6/13/2011 Full Name:  Brett Radow
Address:  Resident
149 Main Street
Spencer, WV 25276

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$500.00
8/3/2011 Full Name:  William Ratcliff
Address:  Resident
919 Fifth Avenue
Suite 100
Huntington, WV 25701

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$300.00
8/3/2011 Full Name:  John Romans
Address:  Resident
PO Box 4129
Barboursville, WV 25504

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$350.00
4/11/2011 Full Name:  Rebecca St. Jean
Address:  Resident
4030 MacCorkle Ave
South Charleston, WV 25304

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$1,000.00
4/25/2011 Full Name:  Thomas Stout
Address:  Resident
1390 Brazwell Drive
Morgantown, WV 26505

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$500.00
6/13/2011 Full Name:  Travis Taylor
Address:  Resident
PO BOX 8397
South Charleston, WV 25303

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$500.00
6/13/2011 Full Name:  Sarah Taylor
Address:  Resident
PO BOX 8397
South Charleston, WV 25303

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$500.00
6/2/2011 Full Name:  Gary Veronneau
Address:  Resident
1102 Main Street
Rainelle, WV 25962

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$500.00
8/3/2011 Full Name:  Montgomery Vickers
Address:  Resident
PO Box 48
St. Albans, WV 25177

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$350.00
6/13/2011 Full Name:  M Ed White
Address:  Resident
113 BB&T Way
Logan, WV 25601

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$1,000.00
4/8/2011 Full Name:  Terry Williams
Address:  Resident
12 Wheeling Avenue
Glen Dale, WV 26038

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$350.00
8/3/2011 Full Name:  Steven Wilson
Address:  Resident
126 West Second Avenue
Williamson, WV 25661

Contributor's Job: (individual contributor only)  Optometrist
Where Contributor Works: (individual contributor only)  Self
Affiliation: (political committee only) 
$350.00
2/15/2011 Full Name:  Committee to Elect Earl Ray Tomblin
Address:  Resident
Greenbrier Street
Charleston, WV 25311

Contributor's Job: (individual contributor only)  Political Committee
Where Contributor Works: (individual contributor only) 
Affiliation: (political committee only)  REFUND
$807.79
 Subtotal of all contributions of more than $250.00
Subtotal of all contributions of $250 or less
Total Contributions:
$12,731.79
$1,725.00
$14,456.79


Other Income: Interest, Refunds, Miscellaneous Receipts

DateSource of IncomeType of ReceiptAmount
  Total Other Income: $0.00

In-Kind Contributions

DateName and Contributor InformationDescription of ContributionValue
  Total In-Kind Contributions: $0

Loans

West Virginia Code: §3-8-5f. Loans to candidates, organizations or persons for election purposes.

"Every candidate, financial agent, person or association of persons or organization advocating or opposing the nomination or election of any candidate or the passage or defeat of any issue or item to be voted upon may not receive any money or any other thing of value toward election expenses except from the candidate, his or her spouse or a lending institution. All loans shall be evidenced by a written agreement executed by the lender, whether the candidate, his or her spouse, or the lending institution. Such agreement shall state the date and amount of the loan, the terms, including interest and repayment schedule, and a description of the collateral, if any, and the full names and addresses of all parties to the agreement. A copy of the agreement shall be filed with the financial statement next required after the loan is executed."

The loan agreement must include all items asked for in the statute. (See above.) The loan agreement does not have to follow a certain format; generally, if all the required information is listed, any format is acceptable. Candidates or political committees that take out a loan for the campaign through a bank or other commercial lending institution must include a copy of the loan agreement executed with that bank or institution. Candidates should not take out loans which are partially for personal use and partially for the campaign. It is almost impossible to keep reporting straight in this case. Any money a candidate contributes to his or her campaign committee with the hope of repayment must be treated as a loan and reported in this section. When a candidate determines that no further repayment can be expected, the loan can be reported as repaid in this section by entering the amount left to repay in the repayments column and reporting the same amount as a contribution from the candidate on Page 2. These loans must be executed in writing. Caution: Candidates may not carry outstanding loans from one campaign to the next. Each campaign is separate. Funds from a current campaign cannot be used to repay a loan from a previous campaign.

How To Report Loans

  1. Each loan for your campaign should be listed on a separate line. (Each time you loan money to the campaign or get a loan, it is considered to be a separate loan.) Include the following information ont he form below.
    1. loans(s) from prior reporting periods and the balance of each loan (Col A.) If a payment was made on the loan, list that in Col. C. Any loan that was repaid in previous reporting periods does not need to be listed.
    2. new loans, the amount (Col. B), any repayments (Col. C), and the balance (Col. D.)
  2. Attach a copy of the loan agreement for each loan received during the reporting period.

Loans (Continued)

Bank Loans: List name & address or financial institution
Candidate or Candidate's Spouse Loans: List name, residence and mailing address of person(s) making or cosigning loan
Column A
Balance of previous loan at end of period
Column B
Amount of new loan received during period
Column C
Repayments during period
Column D
Balance outstanding at end of period
Amount Date Amount Date Amount Amount
Loans Received Repayment of Loans Outstanding Loans
Totals: $0.00 $0.00 $0.00

Itemized Expenditures

DateName of Person or Vendor And AddressPurposeAmount
4/25/2011 Comm to Elect Eric Nelson
PO Box 186
Charleston, WV 25321
Political Contribution$250.00
4/1/2011 Compensation Strategies
2210 Washington St. East
Charleston, WV 25311
Postage$72.13
3/14/2011 Jeff Kessler for Governor
607 Wheeling Avenue
Glen Dale, WV 26038
Political Contribution$1,000.00
3/10/2011 Trinity Enterprises
PO Box 278
Canvas, WV 26662
Accounting Fees$500.00
4/1/2011 Trinity Enterprises
PO Box 278
Canvas, WV 26662
Accounting Fees$20.00
7/5/2011 Trinity Enterprises
PO Box 278
Canvas, WV 26662
Accounting Fees$32.52
8/1/2011 Trinity Enterprises
PO Box 278
Canvas, WV 26662
Accounting Fees$5.00
3/8/2011 Committee to Elect Earl Ray Tomblin
Greenbrier Street
Charleston, WV 25311
Political Contribution$807.79
  Total Expenditures: $2,687.44

Receipt of a Transfer of Excess Funds

DateCandidate Committee Name and YearAmount
 Total Receipts of Transfer of Excess Funds: $0.00

Disbursement of Excess Funds

DateName of candidate committee and election year disbursing excess fundsPurpose of DisbursementAmount
  Total Disbursement of Excess Funds: $0

Unpaid Bills

DateGroup or Firm AffiliationPurposeAmount
  Total Unpaid Bills: $0.00

Office Use Only
Filed With West Virginia Secretary of State
Monday, April 16, 2012 3:38:27 PM