State of West Virginia Campaign Financial Statement
(Long Form) in Relation to the 2012 Election Year

Candidate or Committee Name
JIM MORGAN
Candidate or Committee's Treasurer
JAMES HANLY MORGAN
Political Party (for candidates)
Democrat
Treasurer's Mailing Address (Street, Route, or P.O. Box)
PO BOX 117  
Office Sought (for Candidates)
House of Delegates
District/Division
16
City, State, Zip Code
HUNTINGTON, WV 25706
Daytime Phone #
3045236120

Election Cycle Reporting Period (check one):

    
Primary - First Report
Due Mar 31-Apr 06, 2012Mar 31-Apr 06, 2012
    
Pre-primary Report
Due Apr 23-Apr 27, 2012Apr 23-Apr 27, 2012
    
Post-primary Report
Due May 21-Jun 19, 2012May 21-Jun 19, 2012
 X 
General - First Report
Due Sep 24-Sep 28, 2012Sep 24-Sep 28, 2012
    
Pre-general Report
Due Oct 22-Oct 26, 2012Oct 22-Oct 26, 2012
    
Post-general Report
Due Nov 19-Dec 19, 2012Nov 19-Dec 19, 2012

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 2012 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  $7,000.00
Monetary Contributions from all Fund-Raising Events +$0.00
Receipt of a Transfer of Excess Funds +$0.00
Total Monetary Contributions: =$7,000.00
In-Kind Contributions +$0.00
Total Contributions: =$7,000.00
 
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)
$22,375.00
 
CASH BALANCE SUMMARY
Beginning Balance
(ending balance from previous report)
 $8,100.84
Total Monetary Contributions +$7,000.00
Total Other Income +$0.00
Subtotal: a. =$15,100.84
 
Total Expenditures Paid  $5,638.73
Total Disbursements of Excess Funds +$0.00
Repayment of Loans +$0.00
Subtotal: b. =$5,638.73
 
Ending Balance:
(Subtotal a. - Subtotal b.)

*Cannot be negative balance
=$9,462.11
 
TOTAL EXPENDITURES ELECTION YEAR-TO-DATE
(Add total expenditures from all reports)
$12,922.60

Contributions
$250.00 or LESS

DATECONTRIBUTOR'S FULL NAME OR COMMITTEE'S NAMEAMOUNT
5/24/2012Thomas Haas$50.00
9/5/2012Pfizer PAC$250.00
9/5/2012Ed Rahal$200.00
 Subtotal of contributions of $250.00 or less$500.00
 

Contributions
More than $250.00

DATECONTRIBUTOR'S FULL NAME OR COMMITTEE'S NAMEAMOUNT
5/24/2012 Full Name:  SEIU 1199 PAC
Address:  Resident
1395 Dublin Road
Columbus, OH 43215

Contributor's Job: (individual contributor only)  Political Action Committee SEIU
Where Contributor Works: (individual contributor only) 
Affiliation: (political committee only) 
$1,000.00
5/24/2012 Full Name:  WV Applachian Laborer’s PAC
Address:  Resident
One Union Sq.
Charleston, WV 25302

Contributor's Job: (individual contributor only)  Union
Where Contributor Works: (individual contributor only) 
Affiliation: (political committee only) 
$1,000.00
8/17/2012 Full Name:  IBEW PAC
Address:  Resident
900 Seventh st. NW
Washington, DC 20001

Contributor's Job: (individual contributor only)  Union PAC
Where Contributor Works: (individual contributor only) 
Affiliation: (political committee only) 
$1,000.00
8/17/2012 Full Name:  W. Fred Boggs
Address:  Resident
612 ridgewood road
huntington, WV 25701

Contributor's Job: (individual contributor only)  roofing contractor
Where Contributor Works: (individual contributor only) 
Affiliation: (political committee only) 
$500.00
8/17/2012 Full Name:  WV AFL-CIO PAC
Address:  Resident
501 Leon Sullivan /way
Charleston, WV 25301

Contributor's Job: (individual contributor only)  Union PAC
Where Contributor Works: (individual contributor only) 
Affiliation: (political committee only) 
$1,000.00
8/17/2012 Full Name:  O. R. Powell
Address:  Resident
1101 Stowbridge Road
Lexington, KY 40515

Contributor's Job: (individual contributor only)  Corporate Exec.
Where Contributor Works: (individual contributor only) 
Affiliation: (political committee only) 
$500.00
9/5/2012 Full Name:  AFT PAC
Address:  Resident
1610 Washington St E.
Charleston, WV 25311

Contributor's Job: (individual contributor only)  Union PAC
Where Contributor Works: (individual contributor only) 
Affiliation: (political committee only) 
$500.00
9/5/2012 Full Name:  BACT PAC
Address:  Resident
600 Leon Sullivan Way
Charleston, WV 25301

Contributor's Job: (individual contributor only)  Union PAC
Where Contributor Works: (individual contributor only) 
Affiliation: (political committee only) 
$1,000.00
 Subtotal of all contributions of more than $250.00
Subtotal of all contributions of $250 or less
Total Contributions:
$6,500.00
$500.00
$7,000.00


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
5/27/2012 SW District Labor Council
2200 Adams Ave.
Huntington, WV 25701
Ad in Program$200.00
6/28/2012 Charles Bowen
200-12 Ave
huntington, WV 25701
web design$300.00
6/28/2012 NAACP
4805 Mt. Hope Ave
Baltimore, MD 21215
membership$30.00
7/24/2012 WVDLC
717 Lee St
Charleston, WV 25301
election assistance$500.00
8/28/2012 USPS
Downtown branch
huntington, WV 25701
postage$45.00
9/6/2012 pilot club
PO Box 2011
huntington, WV 25720
program ad$50.00
6/21/2012 Stationers
1945-5th Ave.
Huntington, WV 25703
office supplies$134.82
8/18/2012 Cabell Co. Dem Women
2329 Thompson Road
ona, WV 25545
luncheon$16.00
8/20/2012 Lincoln Journal
PO Box 308
Hamlin, WV 25523
subscription$31.45
9/7/2012 Prestera Foundation
PO Box 2672
Huntington, WV 25726
sponsor run/walk 5K$250.00
9/18/2012 wal-mart
US Route 60 East
Huntington, WV 25705
more parade candy$100.00
5/27/2012 SW District Labor Council
2200 Adams Ave.
Huntington, WV 25701
Ad in Program$200.00
7/29/2012 Cabell Co. Dem Women
3639 Thompson Road
ona, WV 25545
ad$100.00
7/29/2012 Pete Hood
6118 Enke Court
Dublin, OH 43017
campaign advertising material$950.55
9/4/2012 Cabell Co. Dem Ex. Comm
238 Carrington Court
huntington, WV 25701
campaign assistance$400.00
9/17/2012 Bankcard center
1550 N. Brown /st
Lawrenceville, GA 30043
(kroger) Candy for parades$58.50
6/28/2012 Kindred Communications
P.O. Box 1150
Huntington, WV 25713
radio ad$195.00
9/4/2012 C.C. Dem Women
3639 Thompson Road
Ona, WV 25545
ad in golf tournament$100.00
9/6/2012 Cafe Cimino
616 main st
sutton, WV 26601
legislative meeting$153.00
9/6/2012 Cafe Cimino
616 main st
sutton, WV 26601
legislative meeting$153.00
6/29/2012 stationers
1945 5th avenue
huntington, WV 25703
Printer Cartridges$81.41
7/29/2012 Huntington Area Food Bank
1327 seventh ave
huntington, WV 25701
ad$50.00
9/4/2012 Cabell County Young Dems
728 4th avenue
huntington, WV 25701
camapign assistance$100.00
9/17/2012 Cabell-Midland Band Boosters
2300 US Route 60E
Ona, WV 25545
program ad$100.00
9/17/2012 Pro-Pac
Amy Stowers
PO Box 22
Alkol, WV 25501
political advertising$500.00
6/28/2012 UMWA
PO Box 11847
Charleston, WV 25339
program ad$80.00
8/27/2012 Kindred Communictions
PO Box 1150
Huntington, WV 25713
radio ad$195.00
9/6/2012 Lincoln Journal
PO Box 308
Hamlin, WV 25523
newspaper ad$315.00
9/6/2012 Cabell Midland HS
2300 US 60E
Ona , WV 25545
program ad$250.00
  Total Expenditures: $5,638.73

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
Friday, September 28, 2012 10:51:26 AM