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DOCUMENTS INCLUDED IN CANDIDATE PACKET

1. BALLOT ACCESS CHECKLIST ELIS-7 (Rev 09/18)

2. TYPE A NOTICE OF SPRING ELECTION

3. ALDER & MAYORAL CANDIDATE INFORMATION

4. CAMPAIGN REGISTRATION STATEMENT CF-1 (Rev 11/18)

5. DECLARATION OF CANDIDACY EL-162

6. CANDIDATE INFORMATION SHEET (contact information)

7. NOMINATION PAPERS EL-169 (Rev 10/19)

8. CAMPAIGN FINANCE OVERVIEW FOR LOCAL CANDIDATES

(Rev 03/16)

9. CAMPAIGN FINANCE REPORT DATES

10. CAMPAIGN FINANCE CHECKLIST – ETIS-8 (Rev 5/19)

11. CAMPAIGN FINANCE REPORT LOCAL COMMITTEES - ETHCF-2L

(Rev 01/16)

12. CAMPAIGN FINANCE REPORT SHORT FORM –CF-2Na

(Rev 01/18)

CITY OF FITCHBURG ALDERMANIC DISTRICT & WARD MAP – visit the City’s

website: http://www.fitchburgwi.gov/210/City-Map-Gallery

BALLOT ACCESS CHECKLIST

FOR 2020 MUNICIPAL CANDIDATES

WHERE NOMINATION PAPERS ARE USED

Each of the following forms must be completed and filed on time by a candidate for municipal office in order for the

candidate’s name to be placed on the ballot at the February 18, 2020 Spring Primary and the April 7, 2020

Spring Election.

In the City of Milwaukee, the filing officer is the Milwaukee City Election Commission. In all other municipalities, the

filing officer is the municipal clerk. Candidates should contact their filing officer for further information or to obtain

any of the necessary forms.



Complete and Submit a Registration Statement (Form CF-1) to the filing officer no later than

5 p.m. on Tuesday, January 7, 2020 or the candidate’s name will not be placed on the ballot. If the

form is faxed or emailed, the original document must follow postmarked no later than January 7, 2020.

Wis. Stat. §§ 8.10(5), 8.30(2), Wis. Admin. Code EL § 6.04.

 New Candidates

File a campaign registration statement before campaign funds are collected or spent or before submitting

nomination papers. Wis. Stat. §§ 11.0202(1)(a),11.0101(1).

 Continuing Candidates

Amend your current registration, indicating the office sought and the new primary and election dates

before funds are collected or spent or before submitting nomination papers. Wis. Stat. §§11.0202(1)(a),

11.0101(1).





Complete and Submit a Declaration of Candidacy (Form EL-162) to the filing officer no later than 5 p.m.

on Tuesday, January 7, 2020 or the candidate’s name will not be placed on the ballot. If the form is faxed

or emailed, the original document must follow, postmarked no later than January 7, 2020.

Wis. Stat. §§ 8.10(5), 8.21, 8.30(4), Wis. Admin. Code EL § 6.04.



Circulate and Submit Nomination Papers for Nonpartisan Office (Form EL-169) to the filing officer no

later than 5 p.m. on Tuesday, January 7, 2020 or the candidate’s name will not be placed on the ballot.

Only original nomination papers (no photocopies, faxes, or emailed documents) will be accepted.

Nomination papers may not be circulated before December 1, 2019. Wis. Stat. § 8.10(2),

Wis. Admin. Code EL § 6.04(2).

The number of signatures required is as follows:

All village and town offices: 20 - 100

Class Cities: Citywide offices 1,500 - 3,000

Alderperson elected to district 200 - 400

and 3

Class Cities: Citywide offices 200 - 400

Alderperson elected at large 100 - 200

Alderperson elected to district 20 - 40

Class Cities: Citywide offices 50 - 100

Alderperson elected to district 20 - 40



Municipal Judge Candidates:

Complete and submit a Statement of Economic Interests (SEI) to the Ethics Commission using the

website (https://sei.wi.gov). Faxed or emailed forms are also acceptable. The SEI must be received no

later than 4:30 p.m. on Friday, January 10, 2020, or the candidate’s name will not appear on the ballot.

Wis. Stat. §§ 8.10(5), 8.30(3), 19.43(4). Candidates may print the Statement of Economic Interests form

and instructions from the Ethics Commission website (https://sei.wi.gov). For more information regarding

Statements of Economic Interests, please contact the Ethics Commission at 608-266-8123 or

ethics@wi.gov.



Important Note Regarding Statements of Economic Interests:

A municipality may enact an ordinance establishing a code of ethics for public officials that may require a

candidate for municipal office, in addition to the office of Municipal Judge, to file a Statement of Economic

Interests (SEI). The ordinance may also provide that failure to timely file a Statement of Economic Interests

will prevent the candidate’s name from being placed on the ballot. Wis. Stat. § 19.59(1m),(3)(b). Please

contact the filing officer to learn if this requirement applies to you.

ELIS-7 | Rev 2019-06 | Wisconsin Elections Commission, 212 E. Washington Ave., 3

Floor, P.O. Box 7984, Madison, WI 53707-7984 | 608-261-2028 | web: elections.wi.gov | email: elections@wi.gov

NOTICE OF SPRING ELECTION

CITY OF FITCHBURG

APRIL 7, 2020

NOTICE IS HEREBY GIVEN, that an election will be held in the City of Fitchburg, on Tuesday,

April 7, 2020; the following offices are to be elected to succeed the present incumbents listed.

The term for mayor and alderperson begins on Tuesday, April 14, 2020.

In April 2020, these alder seats will be elected for a two year term. The Mayoral seat will be

elected for a three year term.

Office Incumbent Term Length

Mayor Aaron Richardson 3 year

Alderperson, District #1, Seat #2 Anne Scott 2 year

Alderperson, District #2, Seat #4 Daniel Bahr 2 year

Alderperson, District #3, Seat #6 Shannon Strassman 2 year

Alderperson, District #4, Seat #8 Janell Rice 2 year

Information concerning aldermanic district boundaries may be obtained by contacting the City of

Fitchburg, 5520 Lacy Road, Fitchburg, WI. (608) 270-4200.

NOTICE IS FURTHER GIVEN, that the first day to circulate nomination papers is December 1,

2019, and the final day for filing nomination papers is 5:00 p.m., on Tuesday, January 7, 2020,

in the office of the City Clerk.

NOTICE IS FURTHER GIVEN, that if a primary is necessary, the primary will be held on

Tuesday, February 18, 2020.

Acceptable Photo ID will be required to vote at this election. If you do not have a

photo ID, you may obtain a free ID for voting from the Division of Motor Vehicles.

Published: November 26, 2019 (WSJ)

City of Fitchburg

Tracy Oldenburg, City Clerk

As a candidate for municipal office, you may find the following guidelines helpful as you

prepare for the 2020 Spring Election. These guidelines identify the main steps to qualify for

placement on the ballot.

You are responsible for familiarizing yourself with the election and campaign finance

requirements that apply to your campaign, which you may obtain from either the Wisconsin

Statutes, or from your private attorney. In addition, you may obtain general information

about the election from the City of Fitchburg website or from the Wisconsin Elections

Commission and/or the Wisconsin Ethics Commission. Keep in mind that the information

you receive may not be interpreted as legal advice or a release from your responsibility to

comply with the law.

Important Dates

December 1, 2019 First day to circulate nomination papers

December 27, 2019

5 p.m. deadline for incumbents not seeking re-election to file

Notice of Non- Candidacy (EL-163) (2

Friday before the deadline

for filing nomination papers - January 7, 2020)

January 7, 2020 All papers and forms due in Clerk’s Office by 5 p.m.

January 29, 2020 Last day for voter to register by mail (if primary required)

February 13, 2020

5 p.m. deadline for voters to request absentee ballot by mail for

Spring

Pri

February 18, 2020 Spring Primary, if needed

March 18, 2020 Last day for voter to register by mail for Spring Election

April 2, 2020

5 p.m. deadline for voters to request absentee ballot by mail for

the Spring Election

April 7, 2020 Spring Election

Necessary Forms

The following forms must be completed and filed by 5 p.m. on January 7 in order for the

candidate’s name to be placed on the ballot for the Spring Primary and/or the Spring

General Election:

 Campaign Registration Statement – ETHCF-1

 Declaration of Candidacy – EL162

 Nomination Papers – EL169

Municipal Alder and

Mayoral Candidates

2020

Campaign Registration Statement, Form ETHCF-1

This form shall be filed with the City Clerk’s Office as soon as intent to seek elective office is

known and before funds are collected or spent – see State Statute §11.0202(1)(a) and

§11.0202(2)(a). Continuing candidates must file an amended campaign registration

statement indicating the office sought and the new primary and election dates. The

campaign registration statement must be signed by both the candidate and the

campaign treasurer, if a treasurer has been appointed.

Declaration of Candidacy, Form EL-162

The declaration of candidacy must include the candidate’s name in the form it is to appear

on the official ballot. A candidate may use his or her full legal name or any combination of

first name, middle name, initials, or nickname with last name. No abbreviations or titles are

permitted.

A nickname is defined as a familiar or shortened form of a proper name by which an

individual is commonly known. Names that are not familiar or shortened forms of proper

names, such as “Red,” “Skip,” or “Lower Taxes” are not permitted. A nickname is a substitute

for the candidate’s legal name. It is not permissible to add the nickname in quotes between

the first and last name. For example, John “Jack” Jones is not acceptable, but Jack Jones is

acceptable.

Nomination Papers

The first day for circulating nomination papers is December 1, and the deadline for filing

nomination papers is 5 p.m. on the first Tuesday in January. This deadline is extended to the

first Wednesday in January if the first Tuesday of January is a holiday Wis. Stat. §§ 8.10(5), 8.21,

8.30(4), Wis. Admin. Code EL § 6.04.

Signatures of qualified electors on nomination papers must be obtained between the dates

of December 1, 2019, and 5 p.m. on January 7, 2020. Please pay careful attention to the

signatures you obtain on your nomination papers. All electors signing your nomination

papers must live within your district. If you are running for Mayor or Municipal Judge, all

electors signing your nomination papers must live within the city limits. Those signing do not

need to be registered voters, but must be eligible to vote.

Signers must give their complete address (house number, street and municipality – no Post

Office boxes), and must list the municipality of residence. Signers must date their signature,

including the year. Although the person signing the nomination papers must reside within

the district, the person circulating the nomination papers does not need to live in the

municipality.

Circulators are only required to be U.S. citizens, age 18 or older on the date of circulation,

and not otherwise disqualified as an elector by the provisions in Wis. Stat. §§ 6.03. The

circulator must certify the nomination papers after obtaining the signatures. Signatures

dated after the date listed by the circulator will not be counted. Nomination papers must

be numbered. You may determine whether an address is in your district by checking

online: https://MyVote.wi.gov.

Signatures Required

Office Minimum Maximum Wisconsin State Statute

Alderperson 20 40 §8.10(3)(K)

Mayor 50 100 §8.10(3)(K)

Following the submittal of all of the above forms to the City Clerk’s Office, the forms will be

checked for validity. You are strongly urged to obtain more than the minimum number of

signatures required for ballot status, in case a deficiency is found with some signatures.

For each election candidates’ names are drawn by lot for order placement on the ballot.

If a potential candidate does not submit all necessary forms and an adequate number of

nomination signatures by 5 p.m. on January 7, 2020, his or her name will not be placed on

the ballot.

Notification of Non-Candidacy, Form EL163

The notification of non-candidacy form is to notify the City Clerk’s Office and the electorate

of an incumbent officeholder’s intent to not seek re-election to the same office. Incumbent

office holders who do not intend to seek re-election to the same office should file the

notification of non-candidacy no later than 5 p.m. on December 27, 2019. If an incumbent

not seeking re-election files the notification timely, the nomination paper deadline is

unchanged. If the incumbent has a change of mind after filing the notification of non-

candidacy, he or she can run for re-election by filing the appropriate ballot access papers

by January 7, 2020.

Write-In Candidates

If you seek municipal office as a write-in candidate, you should keep the following points in

mind:

 Download your campaign registration statement from the Wisconsin Election Commission

and/or Wisconsin Ethics Commission websites at any time.

 File your campaign registration statement with the City Clerk’s Office as soon as you

decide to become a write-in candidate for the municipal office.

 Educate supporters to write your name on the write-in portion of the ballot, under the

proper position.

All forms are filed with the City Clerk’s Office

City of Fitchburg

5520 Lacy Road

Fitchburg, WI 53711

Hours: 7:30 a.m. – 4:30 p.m., Monday – Friday  Phone: 270-4200

Questions may be emailed to clerk@fitchburgwi.gov

Campaign Finance Chapter §11 of the Wisconsin Statutes

The campaign finance report (for total contributions of $2,000 or more) is available on the

Wisconsin Ethics Commission website and is provided to candidates in the packet or upon

request, by the City Clerk’s Office.

Candidates are required to file periodic campaign finance reports on the dates listed below.

Candidates for local office whose names do not appear on the primary ballot are not

required to file a pre-primary report.

2020 Election Dates:

Spring Primary, February 18, 2020 Spring Election, April 7, 2020

2020 Reports Filing Deadline Reporting Period

Spring Pre-Primary February 10, 2020 1/1/20 thru 2/3/20

Spring Pre-Election March 30, 2020 2/4/20, or the date of your

last report thru 3/23/20

July Continuing July 15, 2020 3/24/20, or the date of your

last report thru 6/30/20

January Continuing January 15, 2021 7/1/20 thru 12/31/20

Eligibility for Exemption

Committees may be eligible for an exemption from filing campaign finance reports if

campaign finance activity is low enough to meet the following criteria:

 The committee anticipates that it will not accept contributions, OR make disbursements,

incur loans and other obligations in an aggregate amount exceeding $2,000 in a

calendar year.

 The candidate or treasurer must sign and date the request for exemption on the

campaign registration statement (ETHCF-1) or exemption reverification (ETHCF-14). An

indication of limited activity (exemption) under this section is effective only for the

calendar year in which it is granted. The candidate’s contributions do count toward the

total receipts of $2,000 or less in a calendar year.

 If a candidate committee wishes to renew its exempt status, it should file the ETHCF-14 or

a new ETHCF-1. Candidates on the ballot may claim an exemption when they first

candidate on the ballot in that calendar year, who did not previously claim the

exemption, may not amend her/his registration to claim the exemption before the date

of her/his election.

Financial Records Kept During Exemption

When a committee is exempt, it is not required to file any campaign finance reports (ETHCF-

2L or CF-2Na). However, the candidate or treasurer is required to keep financial records

adequate to meet the requirements of campaign finance law. Records must be kept of all

contributions to the committee and of all expenditures.

A candidate who is exempt from filing campaign finance reports may use a personal

account as the campaign depository. The name and address of the financial institution must

be provided on the ETHCF-1.

Revoking Exemption

If a decision is made at a later date to exceed the $2,000 limit on contributions or

disbursements, the committee must amend its campaign registration statement immediately,

by checking the box: “This registrant is no longer eligible to claim exemption” on either the

ETHCF-1 or ETHCF-14.

The committee is then required to file campaign finance reports beginning with the next

regular report. The first report must cover all financial activity from January 1 of the current

year, through the cutoff date of the required report.

Contribution Limits

All candidates running for elected office must abide by contribution limits that vary

depending on the office sought and the population of the district. The only contributors not

subject to limits are the candidate contributing to his or her own election, and political party

committees. To determine the limits for a candidate for local office, see the guidelines below.

Contribution limitations apply cumulatively to the entire primary and election campaign in

which the candidate participates, whether or not there is a contested primary election.

ffice

istrict Population

010 Census)

ndividual Limit

Candidate

ommittee Limit

olitical Action

ommittee Limit

Ald. District 1 6,485 $500 $500 $500

Ald. District 2 6,318 $500 $500 $500

Ald. District 3 6,307 $500 $500 $500

Ald. District 4 6,150 $500 $500 $500

Mayor

25,260 $505 $500 $505

In-Kind Contributions

An in-kind contribution is any good, service or property offered to the candidate’s campaign

free of charge or at less than the usual cost for such goods, services or property. For example,

if a campaign worker purchases stamps that are used for a mailing and is not reimbursed for

the cost of the stamps, the value of the stamps is an in-kind contribution to the candidate’s

campaign from that campaign worker. When an individual is paid to work on behalf of a

candidate by a political committee or some other person, the payment for those services is

an in-kind contribution to the candidate’s campaign. If a political committee or individual

offers to provide food and beverages for a fundraiser at less than the ordinary market price,

the difference between the ordinary market price and the cost to the campaign is an in-kind

contribution from the political committee or individual.

The candidate or campaign treasurer must agree to accept an in-kind contribution before it

is given. Before making an in-kind contribution to a candidate, the contributor is required to

notify an authorized person from the candidate’s campaign and obtain either oral or written

consent to the contribution. If the contributor does not know the actual value of the

contribution, a good faith and reasonable estimate of the fair market value should be

provided.

An in-kind contribution received by the campaign committee is reported by the committee

as both a receipt and expenditure. This procedure allows the campaign to disclose the

receipt of the contribution on its campaign finance report along with cash contributions

received and track year to date and campaign period totals. Then, in order to keep the

committee’s cash balance accurate, the amount of the in-kind is reported as an

expenditure. The two entries offset each other and do not affect the cash balance.

If an estimate of the value of an in-kind contribution is the only value available at the time the

candidate is required to file a report, the committee must report the estimated value of the

contribution. When the actual value of the estimated in-kind contribution is known, the actual

amount is reported as a contribution and an expenditure on the campaign finance report.

In-kind contributions are subject to the same itemization thresholds and the same contribution

limits as cash contributions. Cash contributions and in-kind contributions from a single

contributor are added together for the purposes of determining compliance with contribution

limits and the year-to-date amount for a specific contributor. When a political

communication is provided as an in-kind contribution, the disclaimer must identify the

committee receiving the contribution.

Contributions and Other Income from Businesses

Businesses may make contributions under some circumstances, but the rules vary by the type

of business.

1. Corporations may not contribute to local or state candidates in the State of Wisconsin.

2. Sole-proprietorships may contribute. The contribution must be reported under the name

of the individual owner. This contribution counts toward the contribution limits from that

individual to the candidate.

3. Partnerships may contribute. The contribution must be reported under the names of the

individual partners. The partnership may agree beforehand on how to allocate a

portion of the contribution to each partner. If the partnership does not inform the

candidate how the contribution should be allocated between the partners, then the

contribution should be divided up according to each partner’s share of the

partnership’s profits.

4. LLCs that are taxed as corporations may not contribute to local or state candidates in

the State of Wisconsin.

5. LLCs taxed as a sole-proprietorship or partnership may contribute. The contribution must

be reported under the name(s) of the individual owner(s). If there is more than one

owner, contributions should be allocated as described in the partnership section

above.

Occasionally, a candidate committee may receive other income, like interest on a savings or

checking account, or a refund of a security deposit, from a business. This other income is not

a contribution, and may be accepted from any type of business. The income should be

reported on Schedule 1-C (Other Income), rather than Schedule 1-A, where contributions are

reported.

Prohibited Contributions

Certain contributions are prohibited by Wisconsin law. A candidate’s campaign may not

accept the following types of contributions:

1. Anonymous contributions of more than $10;

2. Contributions in cash of more than $100;

3. Contributions given in the name of someone other than the contributor (these are

laundered contributions);

4. Contributions from corporations, labor organizations or federally recognized American

Indian Tribes;

5. Contributions in excess of the limits set by law

A candidate should monitor contributions from organizations that have not registered. If the

candidate’s campaign is notified that a contribution was received from an unregistered

organization, the candidate should ensure that the contribution is lawful, and not accept any

additional contributions from that organization if the committee cannot determine whether

the contribution is lawful.

Returned Contributions

Any contribution you return to the donor after depositing it in the campaign account must be

reported as a returned contribution to the contributor. Any contribution returned to the donor

uncashed within 15 days of receipt has not been accepted and does not get reported.

Contributions Transferred through Conduits

A conduit is any individual, committee or group that receives contributions from individuals,

deposits those contributions in a financial institution, and then transfers the contributions to a

committee selected by the original contributor. The conduit may not exercise any discretion

over the amount or ultimate recipient of the contributions. A conduit is required to register

with the Wisconsin Ethics Commission.

When a conduit transfers contributions, it writes a single check for the total amount of all

individual contributions designated for that committee. It is required to provide a transmittal

letter with the check. This letter must identify the organization as a conduit, and list the

individual contributors, the amount of each individual’s contribution, and the date the

individual authorized their contribution (see Wis. Admin. Code GAB § 1.855).

Contributions transferred through conduits are reported as contributions received from the

individuals listed in the transmittal letter. These contributions are reported under the

individual’s name. They are subject to itemization on the same basis as other individual

contributions.

Obligations

“Obligation” means any express agreement to make a disbursement, including all of the

following:

(a) A loan or loan guarantee.

(b) A promise or a payment to purchase, rent, or lease tangible personal property.

ATTRIBUTION STATEMENTS ON POLITICAL LITERATURE (DISCLAIMERS)

Disclaimers

No disbursement by candidate committees may be made anonymously, and no contribution

or disbursement may be made in a fictitious name or by one person or organization in the

name of another.

(a) Every printed advertisement, billboard, handbill, sample ballot, television or radio

advertisement, or other communication containing express advocacy which is paid for

by any contribution or disbursement shall clearly identify its source.

(b) Every communication described under par. (a) the cost of which is paid for or

reimbursed by a committee, or for which a committee assumes responsibility, whether

by accepting a contribution or making a disbursement, shall identify its source by the

words "Paid for by" followed by the name of the committee making the payment or

reimbursement or assuming responsibility for the communication and may include the

name of the treasurer or other authorized agent of the committee.

Attribution statements do not apply to communications containing express advocacy printed

on small items, which would normally require a disclaimer, but cannot be conveniently

printed, including text messages, social media communications, and certain small

advertisements on mobile phones.

Formats for Disclaimers

When a communication is paid for by a candidate committee, the disclaimer must include

the words “Paid for by”, followed by the name of the committee:

“Paid for by Friends of Mary Smith.”

The disclaimer may also include the name of the treasurer or other authorized agent:

“Paid for by Friends of Mary Smith, James Jones, Treasurer.”

Campaign Signs

It is a violation of Fitchburg’s sign ordinance to place campaign signs in the public right-of-

way. The public right-of-way includes the street and the terrace (area between the sidewalk

and the street). Signs should not be placed in the median strip of boulevards or displayed on

posts, trees, or other supports in any public street.

Political signs and posters: Any public election or referenda sign may be displayed during an

election campaign period. In a residential district such signs may not exceed 11 square feet. A

political sign may not have an electrical, mechanical or audio auxiliary which is determined to

be a public nuisance under city ordinance chapter 14, pertaining to offenses against public

policy. No political sign shall be placed so as to jeopardize traffic or pedestrian safety. Persons

or committees authorizing the distribution or posting of campaign materials, as well as the

owner of the premises on which the sign is displayed, shall be responsible for compliance with

this chapter. The term "election campaign period" as used in this subsection has the meaning

set forth in Wis. Stats. § 12.04(1) (a).

Election Day Campaign Restrictions Wisconsin Statutes§ 12.03 & 12.04

 State Statute §12.03 prohibits electioneering on public property within 100 feet of an

entrance to a building containing a polling place, or engaging in any activity that disrupts

voting or interferes with the orderly conduct of the election. This prohibition does not apply

to electioneering on private property within 100 feet of an entrance to a polling place.

The placement of election signs on private property within the 100-foot radius is permissible.

 According to State Statute §12.04(2), any individual may place a sign containing a

political message upon residential property owned or occupied by that individual during

an election campaign period.

Election Observers

Any member of the public other than a candidate may be present at any polling place for

the purpose of observing an election. Observers must register with the Chief Inspector.

Observers may not address the voters or interfere with the election process. Observers may

not wear campaign buttons or campaign shirts, and are not permitted to hand out

campaign literature within the polling place. Electioneering is prohibited within 100 feet of

any entrance to a building containing a polling place.

Candidates may not hang out at a polling place where their name is on the ballot, even if

they are unopposed.

The Chief Inspector will provide only one warning to election observers who engage in loud,

boisterous, or disruptive behavior that, in the opinion of the Chief Inspector, threatens the

orderly conduct of the election or interferes with the voting process. If the observer does not

cease the offending conduct, the Chief Inspector will instruct the observer to leave the

polling place. If the observer refuses to leave, the Chief Inspector will call the police to have

the observer removed from the polling place.

Voter Lists

Lists of voters and lists of absentee ballot requestors can be obtained from the Wisconsin

Elections Commission. Contact the Wisconsin Elections Commission at 266-8005 if you wish

to purchase a voter list.

Helpful Online

Resou

ces

Forms and additional elected official information may be found on the City

of Fitchburg’s Common Council Resource Page:

http://www.fitchburgwi.gov/DocumentCenter/View/9442

City Clerk’s Office: clerk@fitchburgwi.gov

Wisconsin Elections Commission: https://elections.wi.gov/

Wisconsin Ethics Commission: http://ethics.wi.gov

My Vote WI: https://MyVote.wi.gov

Form: CF-1 (Rev. 11/2018) Prescribed by: STATE OF WISCONSIN, Ethics Commission

Note: An amended registration statement must be filed within 10 days of any changes in information.

1. Is this an Amendment? No Yes If yes, please enter your committee number:

Committee Number

Other Officers (Optional)

Independent and local non-partisan candidates: Indicate by an asterisk (*) which officers are authorized to fill a vacancy in nomination due to death of candidate.

A21. Name A22. Title A23. Email A24. Phone

A25. Name A26. Title A27. Email A28. Phone

Treasurer/Administrator Information

A14. Name A15. Email A16. Phone

A17. Mailing Address A18. City A19. State A20. Zip

Depository Institution Information

A9. Institution Name A10. Street Address A11. City A12. State A13. Zip

SECTION A: GENERAL INFORMATION

A2. Registrant Type (Choose One)

Candidate Referendum Recall Conduit

Political Action (PAC) Independent Expenditure (IEC)

Political Party Legislative Campaign Committee

A1. Candidate Committee/Committee/Conduit Name

A3. Email A4. Phone

A5. Mailing Address A6. City A7. State A8. Zip

Filing Exemption

Registrants that will not accept contributions, make disbursements, or incur obligations in an aggregate

amount of more than $2,000 in a calendar year are eligible for exemption from filing campaign finance

reports. Exempt status is effective only for the calendar year in which it is granted. Registrants wishing

to remain on exempt status must renew each year. Candidates may not claim exemption in the year of

their election before the day they appear on the ballot.

A29. Exemption Affirmation

Yes, this registrant is eligible for exemption

No, this registrant is not eligible for exemption

SECTION B: CANDIDATE COMMITTEES

B1. Office Sought (include District/Branch) B2. Political Party B3. Election Date

Candidate Information

B4. Name B5. Email B6. Phone

B7. Mailing Address B8. City B9. State B10. Zip

Second Candidate Committee

An individual who holds a state or local elective office may establish a second candidate

committee to pursue another state or local office.

B11. Is this your only registered candidate committee in Wisconsin?

Yes, this is my only candidate committee in Wisconsin

No, this is my second candidate committee in Wisconsin

B12. Other Office Held or Sought (include District/Branch) Only complete B12 if you responded “No” to B11.

SECTION C: RECALL COMMITTEES

C1. Name of Official Subject to Recall

C3. Support

Oppose

C2. Office of Official Subject to Recall

CAMPAIGN FINANCE REGISTRATION STATEMENT

STATE OF WISCONSIN

Form: CF-1 (Rev. 11/2018) Prescribed by: STATE OF WISCONSIN, Ethics Commission

CAMPAIGN FINANCE REGISTRATION STATEMENT

STATE OF WISCONSIN

Note: An amended registration statement must be filed within 10 days of any changes in information.

SECTION G: CERTIFICATION

Accurate Information

I certify that I am an authorized representative of the registrant and that to my knowledge all of the information contained within this registration

is true, correct, and complete.

Timely Amendments

I am aware of the requirement to amend this registration statement within 10 days of any change of information contained within, as well as the

requirement to register within 10 days of meeting the requirements to register under Chapter 11 of Wisconsin Statutes.

Records Retention

I further acknowledge the requirement to maintain the records of the registrant in an organized and legible manner for three years from the date

of the most recent election in which this registrant participated.

Ongoing Compliance

This registrant shall continue to maintain its registration and comply with all applicable reporting requirements under Chapter 11 of Wisconsin

Statutes.

Treasurer/Administrator

G1. Printed Name G2. Signature G3. Date

Candidate (if applicable)

G4. Printed Name G5. Signature G6. Date

SECTION D: PAC, IEC, AND CONDUITS

D1. Sponsoring Organization D2. Email D3. Phone

D4. Mailing Address D5. City D6. State D7. Zip

SECTION F: REFERENDA COMMITTEES

F1. Nature of Referendum (if applicable)

F2. Support

Oppose

SECTION E: POLITICAL PARTY & LEGISLATIVE CAMPAIGN COMMITTEES

E1. Political Party (Name candidates appear under on a ballot)

E2. Does the Committee have a Segregated Fund?

No Yes

Segregated Fund Depository Institution Information (if applicable)

E3. Institution Name E4. Street Address E5. City E6. State E7. Zip

Instructions for Form: CF-1 (Rev. 11/2018) Prescribed by: STATE OF WISCONSIN, Ethics Commission

FORM INSTRUCTIONS

CAMPAIGN FINANCE REGISTRATION STATEMENT (CF-1)

Item 1. Is this an amendment? Check the appropriate

box. If “Yes” is checked, enter the committee ID number

if you have one. If “No’ is checked, proceed directly to

Section A.

Section A: General Information. All candidates,

committees, and conduits must complete section A.

Item A1: Committee/Conduit Name. All committees and

conduits must have a name. It is not required that the name

include the candidate or organization’s name, but it

is recommended, e.g., Friends of John Smith. A political

party committee wishing to operate under the same

name as a state political party committee must receive

authorization from that state party (WIS. STAT. §

11.0101(26)(a)1).

Depository Institution Information. All committees and

conduits must designate a depository institution. While

it is recommended that all committees have a

designated campaign depository account, candidates who

will serve as their own treasurer may designate a

single personal account to serve as the committee

depository account and may intermingle personal and

campaign funds (WIS. STAT. § 11.0201(2)(b)).

Treasurer/Administrator Information. Each

committee must appoint a treasurer and each conduit must

appoint an administrator. Any adult may serve as a

treasurer or administrator. A candidate may serve as

his or her own treasurer. If a candidate is serving as their

own treasurer, please indicate so in this section.

Section B: Candidate Committees.

Candidate committees must complete section B. No other

committee type should complete section B.

Section C: Recall Committees. Recall committees

must complete section C. No other committee type

should complete section C.

Section D: PAC, IEC, and Conduits. Political

action committees, independent expenditure

committees, and conduits must complete section D.

No other committee type should complete section B.

All fields in section D refer to the sponsoring

organization’s contact information.

Section E: Political Party and Legislative

Campaign Committees. Only political party

committees and legislative campaign committees

should complete section

Section E: Political Party and Legislative Campaign

Committees. Only political party committees and

legislative campaign committees should complete section

Item E2. A political party or a legislative

campaign committee may establish a segregated fund

for purposes other than making contributions to a

candidate committee or making disbursements for

express advocacy (WIS. STAT. § 11.1104(6)). It is

recommended that the committee maintain the

segregated fund in a depository account separate from

the primary account, but it is not required.

Items E3 - E7. If the segregated fund is maintained with

the same depository institution as the primary

account, write “Same as primary account.” in E3.

Section F: Referendum Committees. Only

referenda committees should complete section F.

Section G: Certification. All committees and

conduits must complete section G.

Note: Use of this form is required by the Ethics Commission for registration of a political committee or conduit under

Chapter 11 of Wisconsin Statute. Completion of this form is mandatory for committees that file on paper. It is not the

Commission’s intention to use any personally identifiable information from this form for any other purpose.

}

Declaration of Candidacy

(See instructions for preparation on back)

Is this an amendment?

 Yes (if you have already filed a DOC for this election)  No (if this is the first DOC you have filed for this election)

I, ______________________________________________________________, being duly sworn, state that

Candidate's name

I am a candidate for the office of ________________________________________________________________

Official name of office - Include district, branch or seat number

representing ________________________________________________________________________________

If partisan election, name of political party or statement of principle - five words or less (Candidates for nonpartisan office may leave blank.)

and I meet or will meet at the time I assume office the applicable age, citizenship, residency and voting qualification

requirements, if any, prescribed by the constitutions and laws of the United States and the State of Wisconsin, and that

I will otherwise qualify for office, if nominated and elected.

I hav

e not been convicted of a felony in any court within the United States for which I have not been pardoned.

My pr

esent address, including my municipality of residence for voting purposes is:

Town of



Village of 

City of



House or fire no. Street Name Mailing Municipality and State Zip code Municipality of Residence for Voting

My name as I wish it to appear on the official ballot is as follows:

______________________________________________________________________________________________

(Any combination of first name, middle name or initials with surname. A nickname may replace a legal name.)

(Signature of candidate)

STATE OF WISCONSIN

County of

(County where oath administered)

Subscribed and sworn to before me this ______day of ___________________, ________.

_________________________________________________________________

(Signature of person authorized to administer oaths)

 Not

ary Public or  other official ___________________________________________

(Official title, if not a notary)

If Notary Public: My commission expires or  is permanent.

__________

________________________________________________________________________________________________________________

The information on this form is required by Wis. Stat. § 8.21, Art. XIII, Sec. 3, Wis. Const., and must be filed with the filing officer in

order to have a candidate's name placed on the ballot. Wis. Stats. §§ 8.05 (1)(j), 8.10 (5), 8.15 (4)(b), 8.20 (6), 120.06 (6)(b), 887.01.

EL-162 | R

ev. 2019-08 | Wisconsin Elections Commission, P.O. Box 7984, Madison, WI 53707-7984

608-266-8005 | web: elections.wi.gov | email: elections@wi.gov

1 A 1996 constitutional amendment bars any candidate convicted of a misdemeanor which violates the public trust from running for or

holding a public office. However, the legislature has not defined which misdemeanors violate the public trust. A candidate convicted of any

misdemeanor is not barred from running for or holding a public office until the legislature defines which misdemeanors apply.

FOR OFFICE USE ONLY

OTARY

EAL

REQUIRED, IF OATH

ADMINISTERED BY

NOTARY PUBLIC

ss.

Instructions for Completing the Declaration of Candidacy

All candidates seeking ballot status for election to any office in the State of Wisconsin must properly complete and

file a Declaration of Candidacy. This form must be ON FILE with the proper filing officer no later than the deadline

for filing nomination papers or the candidate's name will not appear on the ballot. A facsimile will be accepted if the

FAX copy is received by the filing officer no later than the filing deadline and the signed original declaration is

received by the filing officer with a postmark no later than the filing deadline.

Information to be provided by the candidate:

 Type or print your name on the first line.

 The title of the office and any district, branch, or seat number for which you are seeking election must be

inserted on the second line. For legislative offices insert the title and district number, for district attorneys

insert the title and the county, for circuit court offices insert the title, county and branch number, and for

municipal and school board offices insert the title and any district or seat number.

 Type or print the political party affiliation or principle supported by you in five words or less on the third line.

Nonpartisan candidates may leave this line blank.

 Felony convictions: Your name cannot appear on the ballot if you have been convicted of a felony

in any court in the United States for which you have not been pardoned. Please see footnote on page

1 for further information with respect to convictions for misdemeanors involving a violation of public

trust. These restrictions only apply to candidates for state and local office.

 Your current address, including your municipality of residence for voting purposes, must be inserted on the

fourth line. This must include your entire mailing address (street and number, municipality where you

receive mail) and the name of the municipality in which you reside and vote (town, village, or city of __).

If your address changes before the election, an amended Declaration of Candidacy must be filed with the filing

officer. Wis. Stat. § 8.21. Federal candidates are not required to provide this information, however an address

for contact purposes is helpful.

 Type or print your name on the fifth line as you want it to be printed on the official ballot. You may use your

full legal name, former legal surname, or any combination of first name, middle name, and initials, surname

or nickname with last name.

Note: The Wisconsin Elections Commission has determined that, absent any evidence of an

attempt to manipulate the electoral process, candidates are permitted to choose any form

of their name, including nicknames, by which they want to appear on the ballot.

No titles are permitted. In addition, names such as “Red” or “Skip” are permitted, but

names which have an apparent electoral purpose or benefit, such as “Lower taxes,”

“None of the above” or “Lower Spending” are not permitted. It is also not permissible

to add nicknames in quotes or parentheses. For example, John “Jack” Jones or John

(Jack) Jones are not acceptable, but John Jones, Jack Jones or John Jack Jones are

acceptable.

This form must be sworn to and signed in the presence of a notary public or other person authorized to

administer oaths, such as a county or municipal clerk. Wis. Stat. §§ 8.21(2), 887.01(1).

Information to be provided by the person administering the oath:

 The county where the oath was administered.

 The date the Declaration of Candidacy was signed and the oath administered.

 The signature and title of the person administering the oath. If signed by a notary public, the notary seal is

required and the date the notary’s commission expires must be listed.

All candidates for offices using the nomination paper process must file this form (and all school district

candidates must file the EL-162sd) with the appropriate filing officer no later than the deadline for filing

nomination papers. Wis. Stats. §§ 8.10 (5), 8.15 (4)(b), 8.20 (6), 8.21, 8.50 (3)(a), 120.06 (6)(b). Candidates

nominated for local office at a caucus must file this form with their municipal clerk within 5 days of receiving

notice of nomination. Wis. Stat. § 8.05 (l)(j).

I:\Clerk\Election\CANDIDATE INFORMATION\2017\Candidate Contact Info.doc

CANDIDATE INFORMATION AND CHECK LIST

Name of Candidate:____________________________________________________________

Home Address:________________________________________________________________

E-Mail Address:_______________________________________________________________

Home Phone Number:__________________________________________________________

Cell Number: _________________________________________________________________

Occupation:__________________________________________________________________

Place of Employment:___________________________________________________________

Business Address:_____________________________________________________________

Business Phone Number: _______________________________________________________

Business E-Mail Address________________________________________________________

Prefer to be called at: Home_____ Work_____ Cell_____ No Preference_____

Number to release to Public: Home_____ Work_____ Cell_____ No Preference_____

Prefer to be e-Mailed at: Home_____ Work_____ No Preference_____

Have you ever run for public office before: YES_____ NO_____

If yes, name of office and date(s)

______________________________________________________________________________

OFFICE USE ONLY

1. Date Declaration of Candidacy received: ____________________________________________

2. Date Campaign Registration Statement returned: ______________________________________

3. Date and time Nomination Papers returned: __________________________________________

Date Time

4. Number of Nomination Papers returned:__________________________________________

_______________________________________

Signature of Clerk

NOMINATION PAPER FOR NONPARTISAN OFFICE

Candidate's name (required); no titles may be used.

Candidate’s residential address (required) No P.O. box addresses

Street, fire, or rural route number; box number (if rural route); and name of street or road

Candidate’s municipality for voting purposes (required)

 Town

 Village _______________________________________

 City (name of municipality)

Candidate’s mailing address, including municipality for mailing purposes (required if different than

residential address or voting municipality)

State (required)

Zip code

Type of election (required)

 spring

 special

Election date (required) Do not use primary date.

Mo/Day/Year

Title of office (required)

Branch, district or seat number (required if applicable)

 Branch

 District

 Seat

Name of jurisdiction or district in which candidate seeks office (required)

I, the undersigned, request that the candidate, whose name and residential address are listed above, be placed on the ballot at the election described above as a candidate so that voters will have the

opportunity to vote for  him or  her for the office listed above. I am eligible to vote in the jurisdiction or district in which the candidate named above seeks office. I have not signed the nomination

paper of any other candidate for the same office at this election.

The municipality used for mailing purposes, when different than municipality of residence, is not sufficient. The name of the municipality of residence must always be listed.

Signatures of Electors Printed Name of Electors

Residential Address (No P.O. Box Addresses)

Street and Number or Rural Route

(Rural address must also include box or fire no.)

Municipality of Residence

Check the type and write the name

of your municipality for voting

purposes.

Date of Signing

Mo/Day/Year

 Town

 Village

 City

 Town

 Village

 City

 Town

 Village



City

 Town

 Village



City

 Town

 Village



City

 Town

 Village

 City

 Town

 Village

 City

 Town

 Village

 City

 Town

 Village

 City

10.

 Town

 Village

 City

CERTIFICATION OF CIRCULATOR

I,_________________________________________________________________ certify: I reside at _________________________________________________________________.

(Na

me of circulator) (Circulator's residential address - Include number, street, and municipality.)

I further certify I am either a qualified elector of Wisconsin, or a U.S. citizen, age 18 or older who, if I were a resident of this state, would not be disqualified from voting under Wis. Stat. §6.03. I personally

circulated this nomination paper and personally obtained each of the signatures on this paper. I know that the signers are electors of the jurisdiction or district the candidate seeks to represent. I know that

each person signed the paper with full knowledge of its content on the date indicated opposite his or her name. I know their respective residences given. I intend to support this candidate. I am aware that

falsifying this certification is punishable under Wis. Stat. § 12.13(3)(a).

________________________________ ____________________________________________________________________

Page No.

(Date) (Signature of circulator)

EL-169 | Rev. 2019-10 | Wisconsin Elections Commission, P.O. Box 7984, Madison, WI 53707-7984 | 608-261-2028 | web: elections.wi.gov | email: elections@wi.gov

INSTRUCTIONS FOR PREPARING NOMINATION PAPERS FOR NONPARTISAN OFFICE

This is a sample nomination paper form. It conforms to the statutory requirements for nomination papers for nonpartisan office. All information concerning the candidate must be completed in full

before circulating this form to obtain signatures of electors. All information concerning the signing electors and the circulator must be completed in full before filing with the appropriate filing officer.

This form may be reproduced in any way. A candidate's picture and biographical data may also be added to this form. The Wisconsin Elections Commission has determined that no disclaimer or other

attribution statement is required on nomination papers. Candidates are advised to send a sample of their completed form the filing officer for review before circulation.

Page Numbers – Number each page consecutively, beginning with “1”, before submitting to the filing officer. A space for page numbers has been provided in the lower right-hand corner of the form.

Candidate's Name - Insert the candidate's name. A candidate may use his or her full legal name, or any combination of first name, middle name, and initials or nickname with last name. The

Wisconsin Elections Commission has determined that, absent any evidence of an attempt to manipulate the electoral process, candidates are permitted to choose any form of their name, including

nicknames, by which they want to appear on the ballot.

No titles are permitted. In addition, names such as “Red” or “Skip” are permitted, but names which have an apparent electoral purpose or benefit, such as “Lower taxes,” “None of the above” or

“Lower Spending” are not permitted. It is also not permissible to add nicknames in quotes or parentheses between first and last names. For example, John “Jack” Jones or John (Jack) Jones are not

acceptable, but John Jones, Jack Jones or John Jack Jones are acceptable.

Candidate's Address – Insert the candidate’s residential address (no P.O. Box addresses) and the municipality for voting purposes. Indicate if the municipality of residence is a town, village, or city.

If a candidate's mailing address is different from the residential address or voting municipality, a complete mailing address must also be given.

Date of Election - Insert the date of the election. If the nomination paper is being circulated for a spring election, the date is the first Tuesday in April. If the election is a special nonpartisan election,

the date of the special election must be listed.

Title of Office - The name of the office must be listed along with any branch, district, or seat number (if applicable) that clearly identifies the office the candidate is seeking. If necessary, the name

of the jurisdiction that identifies the office, such as Dane County Circuit Court Judge, Branch 3, must also be listed.

Name of Jurisdiction - The nomination papers must also indicate the municipality or jurisdiction in which the signing electors are qualified to vote, as it relates to the office sought by the candidate

named on the nomination paper. For example, for a statewide office the jurisdiction is the State of Wisconsin. Others may be the county, town, village, city, aldermanic district, school district, or town

sanitary district, as required.

Signatures and Printed Name of Electors - Only qualified electors of the jurisdiction or the district the candidate seeks to represent may sign the nomination papers. Each signer must also

legibly print their name. Each elector must provide their residential address (no P.O. Box addresses), including any street, fire or rural route number, box number (if rural route) and street or road name,

and municipality of residence. A post office box number alone does not show where the elector actually resides. The name of the Municipality of Residence must be listed for each signing elector and

must clearly identify the town, village or city where the elector's voting residence is located. The date the elector signed the nomination paper, including month, day and year, must be indicated. Ditto

marks that follow correct and complete address or date information are acceptable. The circulator may add any missing or illegible address or date information before the papers are filed with the filing

officer.

Signature of Circulator - The circulator should carefully read the language of the Certification of Circulator. THE CIRCULATOR MUST PERSONALLY PRESENT THE NOMINATION PAPER TO EACH SIGNER. THE NOMINATION

PAPER MAY NOT BE LEFT UNATTENDED ON COUNTERS OR POSTED ON BULLETIN BOARDS. The circulator's complete residential address including municipality of residence must be listed in the certification. After

obtaining signatures of electors, the circulator must sign and date the certification.

Other Instructions - Candidates and circulators should review Ch. Wisconsin Elections Commission §§ 2.05, 2.07, Wis. Adm. Code.

 Original nomination papers must be in the physical custody of the appropriate filing officer by the filing deadline. A postmark on the filing deadline is NOT sufficient. Nomination papers CANNOT

be faxed to the filing officer. Ch. Wisconsin Elections Commission § 6.04(2), Wis. Adm. Code.

 Nomination papers with the required number of signatures must be filed with the appropriate filing officer no later than 5:00 p.m. on the first Tuesday in January (or the next day if the first

Tuesday is a holiday) before the spring election. Special elections may have different filing deadlines. Check with the filing officer.

 In order for a candidate's name to be placed on the ballot, a candidate must file a Campaign Registration Statement (ETHCF-1), a Declaration of Candidacy (EL-162), and Nomination Papers (EL-

169) containing the appropriate number of signatures for the office sought no later than the filing deadline. Wis. Stat. § 8.10(3). Candidates for state office and municipal judge must also file a

statement of economic interests with the Wisconsin Ethics Commission by the third business day after the nomination paper filing deadline. Wis. Stat. § 19.43. If any one of these required

forms is not filed by the deadline, the candidate's name will not be placed on the ballot. Wis. Stat. § 8.30.

 If a candidate or circulator has any questions, he or she should contact the filing officer.

CAMPAIGN

FINANCE

OVERVIEW

Local Candidate

Committees

Updated: November 2018

Contents

REGISTRATION REQUIREMENTS ........................................................................................... 2

Who is Required to Register ...................................................................................................... 2

Completing a Registration Statement ........................................................................................ 3

Amending a Registration Statement .......................................................................................... 4

Penalty for Not Filing a Registration Statement ........................................................................ 4

Candidates Seeking More Than One Office .............................................................................. 4

EXEMPTION FROM FILING CAMPAIGN FINANCE REPORTS ............................................... 5

Eligibility ................................................................................................................................... 5

Financial Records During Exemption ........................................................................................ 5

Revoking Exemption .................................................................................................................. 5

MAJOR PROVISIONS OF CAMPAIGN FINANCE LAW ......................................................... 6

Contribution Limits .................................................................................................................... 6

In-Kind Contributions ................................................................................................................ 6

Prohibited Contributions ............................................................................................................ 8

Returned Contributions .............................................................................................................. 8

Contributions Transferred through Conduits ............................................................................. 8

Obligations ................................................................................................................................. 9

ATTRIBUTION STATEMENTS (DISCLAIMERS) ..................................................................... 10

Disclaimers ............................................................................................................................... 10

CAMPAIGN FINANCE REPORTS (ETHCF-2L, 2LE, or 2a) ...................................................... 11

Types of Reports ...................................................................................................................... 11

Information Required ............................................................................................................... 11

No-Activity Report (Postcard Report) ..................................................................................... 12

How to Complete Campaign Finance Reports ......................................................................... 12

TERMINATION OF REGISTRATION AND REPORTING REQUIREMENTS ......................... 15

REGISTRATION REQUIREMENTS

Who is Required to Register

Under Wisconsin campaign finance law, a candidate for election to public office must register a

candidate committee with the appropriate filing officer. A candidate for local office:

County Executive

County Supervisor

County Clerk,

County Treasurer,

Clerk of Circuit Court,

Coroner,

Sheriff,

Mayor,

Alderperson,

Town, Village or School District Board Member,

Municipal Clerk or Municipal Treasurer [if elected], Municipal

Judge;

must register a candidate committee with the clerk of the county, city, town, village, or school

district as soon as any of the following occur:

(a) The individual takes any of the following affirmative actions to seek nomination or

election to a state or local office:

1. Files nomination papers with the appropriate filing officer.

2. Is nominated as a candidate for state or local office by a caucus under s. 8.05 (1)

or by a political party and the nomination is certified to the appropriate filing

officer.

3. Receives a contribution, makes a disbursement, or gives consent for another

person to receive a contribution or make a disbursement in order to bring about

the individual’s nomination or election to a state or local office.

(b) The individual holds a state or local office and is the subject of a recall petition.

A candidate must file a campaign registration statement (CF-1) for their candidate committee as

soon as practicable after the individual qualifies as a candidate. A candidate who receives no

contributions, makes no disbursements, and incurs no obligations need not designate a campaign

depository account until the first contribution is received, disbursement is made, or obligation is

incurred. The minimum amount of money needed to open an account can be deposited at a financial

institution and a post office box can be rented before registration. These receipts and expenses

must be reported on the first campaign finance report.

After filing the registration statement, a candidate may begin receiving and disbursing campaign

funds. The campaign’s financial activities must be reported to the filing officer on campaign

finance reports (ETHCF-2L, 2LE, or 2a), unless the committee has claimed an exemption from

filing finance reports. These reports will disclose information on the receipts, expenditures,

incurred obligations and loans of the campaign.

Completing a Registration Statement

Section A. General Information

This section must be completed by all candidates and candidate committees. It contains the

information identifying the candidate committee. All candidates are required to have a registered

campaign committee, even if the candidate is the only person participating in the campaign and

even if there is absolutely no money being spent on the race.

A1. Candidate Committee/Committee/Conduit Name

The Ethics Commission recommends using something like “FIRST AND LAST NAME

for OFFICE” for the committee name, so that any attribution/disclaimer statements placed

on advertisements or yard signs make clear who paid for them.

A2. Registrant Type

Local candidate committees should choose “Candidate.”

A3-13. Contact and Depository Institution Information

If the candidate committee does not have a separate address/PO box, phone number, email

or depository account for the candidate committee, then the candidate should use their

personal address, phone number, email and depository account. Depository accounts are

required, even if absolutely no money is being spent.

A14-20. Treasurer Information

If the candidate is serving as their own treasurer, they should include their own contact

information here.

A21-28. Other Officers

This section is intended to list other individuals that are helping on the campaign and is

entirely optional. Local non-partisan candidates can list an individual here with an asterisk

by their name which indicates they are to fill a vacancy if the candidate were to pass away.

A29. Exemption

Indicate whether the candidate committee will not accept contributions, make

disbursements or incur obligations in aggregate of more than $2,000 in a calendar year

and therefore is eligible to claim an exemption from filing campaign finance reports.

Section B. Candidate Committees

B1-3. Election Information

List the office sought, including the district and branch and the election date. If the race is

nonpartisan, then “nonpartisan” can be listed in B2.

B4-10. Candidate Information

This section should list the personal contact information of the candidate.

B11-12. Second Candidate Committee

If the candidate has an additional candidate committee, they should indicate it in this section.

EXEMPTION FROM FILING CAMPAIGN FINANCE REPORTS

Eligibility

Committees may be eligible for an exemption from filing campaign finance reports if campaign

finance activity is low enough to meet the following criteria:

The committee anticipates that it will not accept contributions, OR make disbursements, incur

loans and other obligations in an aggregate amount exceeding $2,000 in a calendar year.

The candidate or treasurer must sign and date the request for exemption on the campaign

registration statement (CF-1). An indication of limited activity (exemption) under this section is

effective only for the calendar year in which it is granted. The candidate’s contributions do count

toward the total receipts of $2,000 or less in a calendar year.

If a candidate committee wishes to renew its exempt status, it should file an amendment to its

registration statement (CF-1). Candidates on the ballot may claim an exemption when they first

ballot in that calendar year, who did not previously claim the exemption, may not amend her/his

registration to claim the exemption before the date of her/his election.

Financial Records During Exemption

When a committee is exempt, it is not required to file any campaign finance reports (ETHCF-2L,

2LE or 2a). However, the candidate or treasurer is required to keep financial records adequate to

meet the requirements of campaign finance law. Records must be kept of all contributions to the

committee and of all expenditures.

A candidate who is exempt from filing campaign finance reports may use a personal account as the

campaign depository. The name and address of the financial institution must be provided on the

registrations statement (CF-1).

Revoking Exemption

If a decision is made at a later date to exceed the $2,000 limit on contributions or disbursements,

the committee must amend its campaign registration statement immediately, by checking the box:

“This registrant is no longer eligible to claim exemption” on either the registrations statement (CF-

1).

The committee is then required to file campaign finance reports beginning with the next regular

report. The first report must cover all financial activity from January 1 of the current year, through

the cutoff date of the required report.

MAJOR PROVISIONS OF CAMPAIGN FINANCE LAW

Contribution Limits

All candidates running for elected office must abide by contribution limits that vary

depending on the office sought and the population of the district. The only contributors not

subject to limits are the candidate contributing to his or her own election, and political party

committees. To determine the limits for a candidate for local office, see the guidelines below

and check with the local clerk to get the current and exact amounts.

Contribution limitations apply cumulatively to the entire primary and election campaign in which

the candidate participates, whether or not there is a contested primary election.

Contribution Limits

Local Office [§11.1101.Wis. stats.]: (per campaign – 2 to 4 years depending on office)

Receiving

Committee

From an Individual

From a Candidate

Committee

From a PAC

From a

Corporation

Referendum

No limits

Recall Committee

No limits

$0; Illegal

Local Candidate

• Greater of

$500 or 2¢

times the

population in

the district

• Not to exceed

$6,000

• Greater of

$500 or 2¢

times the

population in

the district

• Not to exceed

$6,000

• No aggregate

limit

• Greater of $400

or 2¢ times the

population in

the district

• Not to exceed

$5,000

• No aggregate

limit

$0; Illegal

Corporations cannot make contributions to candidate committees.

Party Committees can make unlimited contributions to candidate committees.

In-Kind Contributions

An in-kind contribution is any good, service or property offered to the candidate’s campaign free

of charge or at less than the usual cost for such goods, services or property. For example, if a

campaign worker purchases stamps that are used for a mailing and is not reimbursed for the cost of

the stamps, the value of the stamps is an in-kind contribution to the candidate’s campaign from that

campaign worker. When an individual is paid to work on behalf of a candidate by a political

committee or some other person, the payment for those services is an in-kind contribution to the

candidate’s campaign. If a political committee or individual offers to provide food and beverages

for a fundraiser at less than the ordinary market price, the difference between the ordinary market

price and the cost to the campaign is an in-kind contribution from the political committee or

individual.

The candidate or campaign treasurer must agree to accept an in-kind contribution before it is given.

Before making an in-kind contribution to a candidate, the contributor is required to notify an

authorized person from the candidate’s campaign and obtain either oral or written consent to the

contribution. If the contributor does not know the actual value of the contribution, a good faith and

reasonable estimate of the fair market value should be provided.

An in-kind contribution received by the campaign committee is reported by the committee as both

a receipt and expenditure. This procedure allows the campaign to disclose the receipt of the

contribution on its campaign finance report along with cash contributions received and track year

to date and campaign period totals. Then, in order to keep the committee’s cash balance accurate,

the amount of the in-kind is reported as an expenditure. The two entries offset each other and do

not affect the cash balance.

If an estimate of the value of an in-kind contribution is the only value available at the time the

candidate is required to file a report, the committee must report the estimated value of the

contribution. When the actual value of the estimated in-kind contribution is known, the actual

amount is reported as a contribution and an expenditure on the campaign finance report.

In-kind contributions are subject to the same itemization thresholds and the same contribution limits

as monetary contributions. Monetary contributions and in-kind contributions from a single

contributor are added together for the purposes of determining compliance with contribution limits

and the year-to-date amount for a specific contributor. When a political communication is provided

as an in-kind contribution, the disclaimer must identify the committee receiving the contribution.

Contributions and Other Income from Businesses

Businesses may make contributions under some circumstances, but the rules vary by the type of

business.

1. Corporations may not contribute to local or state candidates in the State of Wisconsin.

2. Sole-proprietorships may contribute. The contribution must be reported under the name of the

individual owner. This contribution counts toward the contribution limits from that individual

to the candidate.

3. Partnerships may contribute. The contribution must be reported under the names of the

individual partners. The partnership may agree beforehand on how to allocate a portion of the

contribution to each partner. If the partnership does not inform the candidate how the

contribution should be allocated between the partners, then the contribution should be divided

up according to each partner’s share of the partnership’s profits.

4. LLCs that are taxed as corporations may not contribute to local or state candidates in the State

of Wisconsin.

5. LLCs taxed as a sole-proprietorship or partnership may contribute. The contribution must be

reported under the name(s) of the individual owner(s). If there is more than one owner,

contributions should be allocated as described in the partnership section above.

Occasionally, a candidate committee may receive other income, like interest on a savings or checking

account, or a refund of a security deposit, from a business. This other income is not a contribution

and may be accepted from any type of business. The income should be reported on Schedule 1-C

(Other Income), rather than Schedule 1-A, where contributions are reported.

Prohibited Contributions

Certain contributions are prohibited by Wisconsin law. A candidate’s campaign may not accept

the following types of contributions:

1. Anonymous contributions of more than $10;

2. Contributions in cash of more than $100;

3. Contributions given in the name of someone other than the contributor (these are laundered

contributions);

4. Contributions from corporations, labor organizations or federally recognized American

Indian Tribes;

5. Contributions more than the limits set by law.

A candidate should monitor contributions from organizations that have not registered. If the

candidate’s campaign is notified that a contribution was received from an unregistered

organization, the candidate should ensure that the contribution is lawful, and not accept any

additional contributions from that organization if the committee cannot determine whether the

contribution is lawful.

Returned Contributions

Any contribution you return to the donor after depositing it in the campaign account must be

reported as a returned contribution to the contributor. Any contribution returned to the donor

uncashed within 15 days of receipt has not been accepted and does not get reported.

Contributions Transferred through Conduits

A conduit is any individual, committee or group that receives contributions from individuals,

deposits those contributions in a financial institution, and then transfers the contributions to a

committee selected by the original contributor. The conduit may not exercise any discretion over

the amount or ultimate recipient of the contributions. A conduit is required to register with the

Ethics Commission.

When a conduit transfers contributions, it writes a single check for the total amount of all individual

contributions designated for that committee. It is required to provide a transmittal letter with the

check. This letter must identify the organization as a conduit, and list the individual contributors,

the amount of each individual’s contribution, and the date the individual authorized their

contribution.

Contributions transferred through conduits are reported as contributions received from the

individuals listed in the transmittal letter. These contributions are reported under the individual’s

name. They are subject to itemization on the same basis as other individual contributions.

Obligations

“Obligation” means any express agreement to make a disbursement, including all of the following:

(a) A loan or loan guarantee.

(b) A promise or a payment to purchase, rent, or lease tangible personal property.

ATTRIBUTION STATEMENTS (DISCLAIMERS)

Disclaimers

No disbursement by candidate committees may be made anonymously, and no contribution or

disbursement may be made in a fictitious name or by one person or organization in the name of

another.

(a) Every printed advertisement, billboard, handbill, sample ballot, television or radio

advertisement, or other communication containing express advocacy which is paid for by

any contribution or disbursement shall clearly identify its source.

(b) Every communication described under par. (a) the cost of which is paid for or reimbursed

by a committee, or for which a committee assumes responsibility, whether by accepting a

contribution or making a disbursement, shall identify its source by the words "Paid for by"

followed by the name of the committee making the payment or reimbursement or assuming

responsibility for the communication and may include the name of the treasurer or other

authorized agent of the committee.

Attribution statements do not apply to communications containing express advocacy printed on

small items, which would normally require a disclaimer, but cannot be conveniently printed,

including text messages, social media communications, and certain small advertisements on

mobile phones.

Formats for Disclaimers

When a communication is paid for by a candidate committee, the disclaimer must include the words

“Paid for by”, followed by the name of the committee:

“Paid for by Friends of Mary Smith.”

The disclaimer may also include the name of the treasurer or other authorized agent:

“Paid for by Friends of Mary Smith, James Jones, Treasurer.”

CAMPAIGN FINANCE REPORTS (ETHCF-2L, 2LE, or 2a)

All registrants that are not exempt from filing must file campaign finance reports. Committees must

continue to file periodic reports until termination of their registration. These reports must be filed

with the appropriate local filing officer when due. The reports may be submitted electronically via

email, fax, mail or other authorized format. The reports must be received by the filing officer by

the day the report is due. For a specific time that reports are due, please contact your local filing

officer.

Types of Reports

Candidates on the ballot must file a pre-primary and a pre-election report due 8 days before the

primary or general election. Candidates for local office whose names do not appear on the

primary ballot are not required to file a pre-primary report. Candidates who lose in the primary

or general election must continue to file reports until they are eligible for, and request, termination

of their committee. Candidates must also file continuing reports in January and July of each year

until they terminate their registration, whether or not they are on the ballot.

Reporting Periods and Elections:

Spring Primary: A committee that engages in activity concerning a spring primary must file: (1) a preprimary

report; (2) a pre-election report; and (3) annually in each year of an election cycle, a report on January 15

and July 15.

Spring Election: A committee that engages in activity concerning a spring election must file: (1) a pre-

election report; and (2) annually in each year of an election cycle, a report on January 15 and July 15.

Partisan Primary: A committee that engages in activity concerning a partisan primary must file: (1) a

preprimary report; (2) a pre-election report; (3) in an odd-numbered year, a report on January 15 and July

15; and (4) in an even-numbered year, a report on January 15 and July 15 and on the 4th Tuesday in

September.

General Election: A committee that engages in activity concerning a general election must file: (1) a pre-

election report; (2) in an odd-numbered year, a report on January 15 and July 15; and (3) in an even

numbered year, a report on January 15 and July 15 and on the 4th Tuesday in September.

Reporting deadlines can be found at https://ethics.wi.gov

Information Required

The information listed on the campaign finance report discloses the financial activity of the

candidate’s campaign. The law requires disclosure of income, disbursements, and incurred

obligations. In addition, disclosure is required for obligations, including loan guarantees, and for

estimated in-kind contributions. Committee treasurers must exercise diligence in acquiring and

furnishing the contributor information required on the receipts schedules. Under current state law,

treasurers and candidates are required to make a “good faith effort” to obtain all information

required on the reports. For all contributors, you must disclose the individual’s name and address.

If the individual’s year-to-date total exceeds $200, you must also provide the individual’s

occupation.

Each of the report schedules has detailed instructions for completing it on the back. These

instructions should be reviewed each time a campaign finance report is prepared. A candidate is

only required to file schedules that show activity. You do not need to include blank schedules

when filing reports.

All contributions received by the committee must be reported in Schedule 1 (Receipts) of the

campaign finance report. Contributions and loans from individuals are listed in Schedule 1A

(Contributions Including Loans from Individuals). Contributions from other committees, such as

political action committees, political party committees, and other candidate committees, are

reported in Schedule 1B (Contributions from Committees). All other income such as loans from

financial institutions, contributions returned from other registrants, refunds, returns of deposits or

interest on investments are reported in Schedule 1C (Other Income and Commercial Loans).The

date which must be provided for all contributions is the date the committee received the

contribution, that is, the date it acquired possession and control of the contribution, not the date of

deposit or date on the check (unless all dates are the same).

All money spent by the committee is reported in Schedule 2 (Disbursements) of the campaign

finance report. General operating expenditures are listed in Schedule 2A (Gross Expenditures).

Contributions to other political committees are listed in Schedule 2B (Contributions to

Committees).

Additional information required to be disclosed is reported in Schedule 3 (Additional Disclosure)

of the campaign finance report. All obligations of the committee such as unpaid bills are listed in

Schedule 3A (Incurred Obligations Excluding Loans). Loans and the individuals who guarantee

loans for the committee are listed in Schedule 3B (Loans).

Schedule 4 (Termination Request) of the campaign finance report or the ETHCF-13 form

(termination request) is used for requests to terminate a committee.

No-Activity Report (Postcard Report)

If a candidate receives no contributions, makes no disbursements and incurs no obligations during

a reporting period, the registrant may file a postcard report form, CF-2a. This postcard form should

be used only when there has been no financial activity and the cash balance remains unchanged

during the reporting period. If there is any financial activity, a registrant is required to use the

regular campaign finance report form, ETHCF-2L or 2LE.

How to Complete Campaign Finance Reports

Reporting Receipts

In preparing to report receipts on a campaign finance report, please remember the following:

1. Anonymous contributions of $10 or less can be accepted from individuals only. Under this

threshold, the individual donor’s name and address do not have to be tracked. If any anonymous

receipts of more than $10 are received, the excess donations must be donated to the common

school fund or to charity.

2. Any non-anonymous contribution must be itemized and include the person’s name and address.

3. Contributions of $100 or less may be accepted in cash. Contributions over $100 must be made

by check, or by another negotiable instrument.

4. If a single contribution is over $200 (or if one person’s total contributions for the calendar year

go over $200) the committee must report not only the contributor’s name and address, but also

the contributor’s occupation.

5. Contributions from individuals received through a conduit are reported as receipts. They are

treated in the same manner as other individual contributions.

6. A contribution given from a joint checking account should be reported as a contribution from

the individual that signed the check. If any part of the amount on the check is intended to be

contributed by the other owner of the account, that amount should be clearly indicated on the

check or in some other writing which accompanies the check.

7. Receipts from raffles, auctions, garage sale, and other similar fundraising events are individual

contributions (unless anonymous under $10) and must be entered as a receipt.

8. All contributions from political committees, regardless of the amount, must be itemized and

entered as a receipt from the contributing committee. The full name and address of the

registrant, the date and the amount of the contribution are required.

9. In-kind contributions such as political posters, lawn signs, and other items are reported at their

fair market value at the time of contribution. These contributions are reported as both a receipt

and an expenditure. As a receipt, they are entered as a contribution type of “in-kind”, with the

appropriate information about the contributor. An offsetting expenditure entry is necessary

because an in-kind contribution is treated as if cash was given, and then used to buy the item

contributed.

10. A loan from an individual is considered a contribution. It must be reported as a contribution

and as a loan. Payments on the loan should be reported as expenditures and the cumulative

amount paid in a reporting period is also reported. The loan added to other contributions from

the same individual cannot exceed the applicable individual contribution limit.

Loans from political committees are considered contributions and are reported.

11. Returned contributions received from other registrants, refunds interest income and loans from

commercial lenders are also reported as money received by the campaign. They are listed as

“other income” rather than contributions.

Reporting Disbursements - Gross Expenditures

In preparing Schedule 2 of the campaign finance report, the treasurer should remember the

following:

1. An expenditure that exceeds $20 in amount or value is an itemized expenditure requiring the

name and address of the person or business to whom it was made and the date and amount of

the payment.

2. The specific spending purpose of an expenditure must be reported. Please remember that the

purpose of campaign finance reports is to inform the public. The descriptions should provide a

person, perhaps unfamiliar with the intricacies of campaigning, with information on the nature

of the expenditure and how it relates to the political process. For example, if food has been

purchased for a fundraiser or for a party for workers, give the purpose as “food for fundraiser”

or “food for party for campaign workers.” Do not write “food” only. If T-shirts are purchased

for resale by the committee, give the purpose as “campaign T-shirts for resale,” not “T-shirts”

only.

3. An in-kind contribution of goods or services to another committee must be itemized, regardless

of the amount. The itemization must include the name and address of the registrant on whose

behalf the disbursement (in-kind contribution) is made, the name and address of the original

vendor of the goods or services, and the date and amount of the disbursement.

4. The receipt of an in-kind contribution is also reported as an in-kind expenditure. If the candidate

or other person makes an in-kind contribution to the committee, the in-kind expenditure must

include the name of the original vendor of the goods or services, and the political purpose of

the expenditure.

5. Payments made on loans and incurred obligations are reported as expenditures. The cumulative

amount paid to each creditor is reported.

6. All financial institution service charges should be listed as itemized expenditures depending on

the amount.

7. Contributions to other political registrants should be reported and must be itemized regardless

of the amount transferred. The itemization must list the name and address of the registrant

receiving the contribution, the date and amount of the contribution.

8. A letter should be sent to the filing officer within 5 days of donating money to a charitable

organization, the Common School Fund, or any government entity. The letter should include

the date of the donation, the name of the organization, and shall provide an explanation to the

filing officer of why the funds were not retained by the committee. See WIS. STAT. §11.1302.

Reporting Incurred Obligations

1. Incurred obligations are to be reported when an enforceable agreement has been reached. If

the exact amount of the obligation has not yet been defined, the amount of the obligation must

be estimated. Although the committee may not have received a bill, the amount recorded

should be a good faith estimate of the amount owed.

2. Each obligation must be carried forward on subsequent reports until the obligation has been

reduced to zero.

Reporting Loans

It is important to remember the following information concerning the recording and reporting of

loans:

1. A loan from an individual or a political committee is reported as a contribution in Schedule 1A

(individual) or in Schedule 1B (political committee) and is listed in Schedule 3B.

2. A loan from a financial institution is reported in Schedule 1C as other income and in Schedule

3B as a loan.

3. Each payment on a loan must be reported as an expenditure in Schedule 2A. The cumulative

amount of the payments made on a loan is reported in Schedule 3B.

TERMINATION OF REGISTRATION AND REPORTING

REQUIREMENTS

A candidate may terminate its registration if it meets the following requirements:

1. Determines that all financial activity will stop, and that she or he will no longer receive

contributions, make disbursements, or incur obligations; and

2. Files a termination campaign finance report showing that all incurred obligations have been

paid or satisfied, and that the cash balance has been reduced to zero; and,

3. Completes a request for termination in Schedule 4 (Termination Request) or form ETHCF-13.

A candidate may not terminate his or her registration before a primary or election in which

he or she is a candidate. If a candidate loses a primary, he or she may terminate before the

general election.

Disposal of Residual Funds

Residual funds may be used for any purpose not prohibited by law and not for an individual’s

strictly personal use, including:

1. Returning money to contributors in amounts that are not more than the contributor’s original

contribution (note: the candidate or treasurer may choose which contributors to refund. You are

not required to pro-rate and return a portion to all contributors); or

2. Donating money to any tax-exempt charitable organization or the Common School Fund; or 3.

Transferring money to another registrant within the permitted contribution limit; or

4. Using any combination of the above.

Prior to making these disbursements, make sure the committee does not have any pending fees or

settlement offers.

    ETIS-8 | Rev 2019-05 | Wisconsin Ethics Commission, P.O. Box 7125, Madison, WI  53707-7125 | 608-266-8123 | 
https://ethics.wi.gov | CampaignFinance@wi.gov  
 
CAMPAIGN FINANCE CHECKLIST 
FOR 2020 MUNICIPAL AND SCHOOL DISTRICT CANDIDATES 
 
Candidates should determine if they are required to make financial disclosure reports. 
 
For Milwaukee City offices, the filing officer is the Milwaukee City Board of Election 
Commissioners. For all other municipal offices, the filing officer is the municipal clerk. For 
school district offices, the filing officer is the school district clerk. Candidates should contact 
their filing officer for further information or to obtain any of the necessary forms. WIS. STATS. 
§§11.0102(1)(b), 11.0102(1)(d), 11.0102(3)(c) 
 
If NOT claiming the exemption from reporting requirements: 
 
  Obtain a copy of the Campaign Finance Overview – Local Candidates Manual 
(Revised 2019) from your filing officer and carefully review it with your treasurer. 
 
 Complete and submit a January Continuing Campaign Finance Report (Form 
ETHCF-2L) to the filing officer no later than January 15, 2020, if registered before 
January 1, 2020. This report covers activity from July 1, 2019, or the date of 
registration (whichever is later), through December 31, 2019. WIS. STATS. 
§§11.0204(2)(c), 11.0103(3)(a)2. 
 
  Complete and submit a Spring Pre-Primary Campaign Finance Report (Form 
ETHCF-2L) to the filing officer no later than February 10, 2020, if a primary is held.  
This report covers activity from January 1, 2020, through February 3, 2020. WIS. 
STATS. §§11.0204(2)(a), 11.0103(3)(a)1. 
 
  Complete and submit a Spring Pre-Election Campaign Finance Report (Form 
ETHCF-2L) to the filing officer, no later than March 30, 2020. This report covers 
activity from February 4, 2020, through March 23, 2020, if a primary is held, or 
January 1, 2020, through March 23, 2020, if no primary is held. WIS. STATS. 
§§11.0204(2)(b), 11.0204(3)(a), 11.0103(3)(a)1 
 
  Complete and submit a July Continuing Campaign Finance Report (Form ETHCF-
2L) to the filing officer no later than July 15, 2020. This report covers activity from 
March 24, 2020, through June 30, 2020. WIS. STATS. §§11.0204(2)(c), 11.0204(3)(b), 
11.0103(3)(a)2. 
 
Committees must file “Continuing Reports” until a termination report (ETHCF-2L) is 
filed. WIS. STATS. §11.0207. Note that an individual that has won the election and holding 
office is defined as a candidate, and therefore must remain registered and cannot terminate 
while in office. WIS. STATS. §§11.0202(1)(a), 11.0101(1)(b) 
 
 
 

CAMPAIGN FINANCE REPORT

LOCAL COMMITTEES OF WISCONSIN

Is This Report an Amendment: Yes No

Instructions for completing schedules are on the back of each schedule.

COMMITTEE IDENTIFICATION

Name of Committee

Street Address

OFFICE USE ONLY

City, State and Zip Code

Please check if address is different than previously reported, and complete the Campaign Registration Statement in the back of this form.

NAME OF REPORT

January Continuing _____ Pre-Primary _____

July Continuing _____ Spring Fall Special Termination Report

September Continuing _____ Pre-Election _____

also complete Schedule 4

SUMMARY OF RECEIPTS AND

DISBURSEMENTS

Column A

This Period

Column B

Calendar

1. RECEIPTS

Year-To-Date

1A. Contributions (Including Loans) from Individuals

$ $

1B. Contributions from Committees (Transfers-In)

$ $

1C. Other Income and Commercial Loans

$ $

TOTAL RECEIPTS (Add totals from 1A, 1B and 1C)

$ $

2. DISBURSEMENTS

2A. Gross Expenditures

$ $

2B. Contributions to Committees (Transfers-Out)

$ $

TOTAL DISBURSEMENTS (Add totals from 2A and 2B)

$ $

CASH SUMMARY

Cash Balance Beginning of Report

Total Receipts

Subtotal

Total Disbursements

CASH BALANCE END OF REPORT

INCURRED OBLIGATIONS

(Balance at the Close of This Period-3A)

LOANS (Balance at the Close of This Period-3B)

I certify that I have examined this report and to the best of my knowledge and belief it is true, correct and complete.

Type or Print Name of Candidate or Treasurer

Signature of Candidate or Treasurer Date:

Email Daytime Phone:

NOTE: The information on this form is required by ss. 11.0204, 11.0304, 11.0404, 11.0504, 11.0604, 11.0804, 11.0904, Wis. Stats. Failure to provide the

information may subject you to the penalties of ss.11.1400, 11.1401, Wis. Stats.

ETHCF-2L (Rev. 01/16)

The Wisconsin Ethics Commission prescribes this form. Completed forms must be filed with your local clerk.

Instructions for Completing Summary Page of Form ETHCF-2L

Instructions for Completing Schedules are on the Back of Each Schedule

Committee Identification

► Print or type the complete name and mailing address of your committee.

► If the report is an amendment to a previous report filed, check the “yes” box. If the report is NOT an amendment, check the

“no” box.

Name of Report

► Check the box next to the name of the report being filed, and enter the correct calendar year. For information concerning

filing dates and report names, refer to the CFIS website – https://cfis.wi.gov. .

Summary of Receipts and Disbursements

► Committees should complete the detailed pages in Schedules 1-A through 3-B before completing this summary section of the

report form.

Receipts

1A. Contributions (Including Loans) From Individuals: Enter the amount of Total Contributions from Individuals

(Schedule 1-A) in Column A of the Summary page. Add the amount entered in Column A to contributions previously

reported for this calendar year, if any, and enter the amount in Column B, Calendar Year-to-Date.

1B. Contributions From Committees (Transfers-In): Enter the amount from Total Contributions (Transfers-In) Received

From Committees (Schedule 1-B) in Column A of the Summary page. Add the amount entered in Column A to contributions

previously reported for this calendar year, if any, and enter the amount in Column B, Calendar Year-to-Date.

1C. Other Income and Commercial Loans: Enter the amount of Total Other Income (Schedule 1-C) in Column A. Add the

amount entered in Column A to other income previously reported for this calendar year, if any, and enter the amount in

Column B, Calendar Year-to-Date.

Total Receipts: Add the amounts entered on lines 1-A, 1-B and 1-C, in Column A and enter the total in Total Receipts. Add

the amount of Total Receipts previously reported, if any, and enter the amount in Column B, Calendar Year-to-Date.

Disbursements

2A. Gross Expenditures: Enter the amount from Total Expenditures (Schedule 2-A) in Column A of the Summary page. Add

the amount in Column A to expenditures previously reported for this calendar year, if any, and enter the amount in Column B,

Calendar Year-to-Date.

2B. Contributions to Committees (Transfers-Out): Enter the amount from Total Contributions (Transfers-Out) Made to

Committees (Schedule 2-B) in Column A of the Summary page. Add the amount in Column A to contributions previously

reported for this calendar year, if any, and enter the amount in Column B, Calendar Year-to-Date.

Total Disbursements: Add the amounts entered on lines 2-A and 2-B in Column A and enter the total in Total Disbursements.

Add this amount to Total Disbursements previously reported, if any, and enter the amount in Column B, Calendar Year-to-Date.

Cash Summary

Cash Balance Beginning of Report: If this report is the first report filed by the committee, the cash balance will be zero. If

this is not the first report filed by the committee, enter the cash balance from the end of the last report period. The beginning cash

balance of a report must always be the same as the ending cash balance of the prior report.

Total Receipts: Enter the amount from Total Receipts in Column A of the Summary page.

Subtotal: Add Cash Balance Beginning of Report to Total Receipts and enter the amount.

Total Disbursements: Enter the amount from Total Disbursements in Column A of the Summary page.

Cash Balance End of Report:

Subtract Total Disbursements from Subtotal and enter the amount. The cash balance at the end

of the report period should equal the reconciled balance in the checking account plus any savings or investment accounts.

Incurred Obligations: Enter the amount from Total Incurred Obligations (Schedule 3-A) in Column A of the Summary page.

Incurred obligations must be carried forward on each report until paid in full.

Loans:

Enter the amount from the Total Outstanding Loans (Schedule 3-B) in Column A of the Summary page. Loans must be

carried forward on each report until paid in full.

Sign and Date the Report

The treasurer or candidate must sign and date each report filed. Each report must be complete, correct, and in compliance with

the reporting format. Please include a daytime phone number and a contact person if someone other than the treasurer prepares

the report.

SCHEDULE 1-A

RECEIPTS

Contributions (Including Loans) From Individuals

Page ____ of ____

Complete Committee Name

Instructions for completing schedules are on the back of each schedule.

Date Full Name, Mailing Address and Zip Code

Of Contributor

Occupation (if year-to-date total exceeds $200) Amount of

Contribution

Y-T-D

Total

Check if:  In-Kind  Loan Conduit – Ethics ID#

__________________

Check if:  In-Kind  Loan Conduit – Ethics ID#

__________________

Check if:  In-Kind  Loan Conduit – Ethics ID#

__________________

Check if:  In-Kind  Loan Conduit – Ethics ID#

__________________

Check if:  In-Kind  Loan Conduit – Ethics ID#

__________________

Check if:  In-Kind  Loan Conduit – Ethics ID#

__________________

Check if:  In-Kind  Loan Conduit – Ethics ID#

__________________

SUBTOTAL ITEMIZED CONTRIBUTIONS THIS PAGE

TOTAL ITEMIZED CONTRIBUTIONS

TOTAL ANONYMOUS CONTRIBUTIONS $10 OR LESS

TOTAL CONTRIBUTIONS RECEIVED FROM INDIVIDUALS

Instructions for Completing Schedule 1-A

RECEIPTS - Contributions (Including Loans) From Individuals

General Instructions:

► Print or type the complete name of your committee in the box provided.

► Duplicate as many pages as you will need in order to report contributions, including loans from individuals, on this form.

► Enter the number of Schedule 1-A pages in the upper right corner of the form.

Date: Enter the date (month, day, year) each contribution was RECEIVED. Do not enter the date that appears on the

contributor’s check or the date deposited, unless it is the same as the date received (is in committee’s possession and control).

Full Name, Mailing Address, and Zip Code:

1. Enter the full name and address of the contributor.

2. For single or cumulative contributions totaling over $200 in a calendar year: Enter the full name and address of the

contributor. Enter the occupation.

Calendar Year-to-Date Total: Add contributions previously received this calendar year, from this contributor to the

contributions received in this report period. The Calendar Year-to-Date Total for an individual must always be entered. The

Current Amount and Year-to-Date Total will be identical on the first report period of the calendar year. Once the individual’s

Calendar Year-to-Date Total exceeds $200, you must enter the contributor’s occupation.

Subtotal Itemized Contributions this page: Enter the total of all the contributions listed on this page. If additional pages

are used, enter the subtotal for each separate page.

Total Itemized Contributions: Add the subtotals from all pages of Schedule 1-A. If more than one page, enter the total on

only the last page of Schedule 1-A.

Total Anonymous Contributions $10 or less: Enter the total of anonymous contributions of $10 or less only on the last

page of Schedule 1-A.

Total Contributions Received from Individuals: Add the total Itemized contributions to the Total Anonymous

Contributions $10 or Less and enter the amount only on the last page of Schedule 1-A.

Special Instructions:

 Contributions and loans from individuals on Schedule 1-A include any cash, personal or individual loans, purchase of

tickets to fundraising events, memberships, gifts, advances, in-kind contributions, and all other personal contributions

from an individual including the candidate. An in-kind contribution is any goods, property, or services provided to the

committee free or for less than the fair market value. (Volunteer services are not a contribution).

 In-kind contributions from individuals must also be reported as in-kind expenditures on Schedule 2-A to avoid

distortion of the cash balance.

 When the contribution is in-kind, a loan, or is received through a conduit, check the appropriate box in the section where

the contribution is listed. If you receive a personal check or cash, no box needs to be checked.

 Contributions from individuals transferred through conduits are reported on Schedule 1-A under the individual

contributor’s name with the name of the conduit listed. The transmittal letter accompanying the conduit check, identifies

the conduit and lists the individuals who are the original sources of the contributions. These contributions are subject to

itemization on the same basis as other individual contributions; if over $200, the occupation must be provided.

 Any individual loans, either from the candidate or from another individual, must be reported on Schedule 1-A and on

Schedule 3-B, Additional Disclosure, Loans, until paid in full. Loans from individuals are subject to individual

contribution limits (see Campaign Finance Overview).

 Each contributor’s name, address, and amount must be listed separately. Contributions from joint accounts shall be

reported as coming from the individual signing the check, unless the signor indicates otherwise. If the amount is divided,

each individual must be itemized separately. Do not report a contribution as coming from more than one individual.

 All receipts, including those from raffles, auctions, garage sales or other similar events must be itemized unless the

contribution is anonymous and totals $10 or less.

 Do not report contributions from political action committees, political party committees, or other candidate committees on

Schedule 1-A. These contributions must be reported on Schedule 1-B.

SCHEDULE 1-B

RECEIPTS

Page ____ of ____

Contributions from Committees

(Transfers-In)

Complete Committee Name

Instructions for completing schedules are on the back of each schedule.

Date Full Name of Committee, Mailing Address and Zip Code Amount of Contribution

Check if:  In-Kind  Loan

SUBTOTAL CONTRIBUTIONS (Transfers-In) THIS PAGE

TOTAL CONTRIBUTIONS (Transfers-In) RECEIVED FROM COMMITTEES

Instructions for Completing Schedule 1-B

RECEIPTS

Contributions From Committees (Transfers-In)

General Instructions:

► Print or type the complete name of your committee in the box provided.

► Duplicate as many pages as you will need in order to report contributions from committees (transfers-in) on this form.

► Enter the number of Schedule 1-B pages in the upper right corner of the form.

► Each contribution received from a committee must be itemized regardless of the amount.

Date:

Enter the date (month, day, year) each contribution was received. DO NOT enter the date which appears on the contributor’s

check or the date deposited, unless it is the same as the date received.

Complete Name and Address of Committee:

Enter the full name and address of each contributor.

Amount:

Enter the amount of the contribution this period.

Calendar Year-to-Date Total:

Add contributions previously received this calendar year, from this committee to the contributions received in this report period.

The Calendar Year-to-Date Total for a committee must always be entered. The Current Amount and Year-to-Date Total will be

identical on the first report period of the calendar year.

Subtotal Contributions (Transfers-In) This Page:

Enter the total of all the contributions (transfers-in) listed on this page. If additional pages are needed, enter the subtotal for

each separate page.

Total Contributions (Transfers-In) Received from Committees:

Add the subtotals from all pages of Schedule 1-B. If more than one page, enter the total on only the last page of Schedule 1-B.

Special Instructions:

 Contributions transferred through conduits are reported as individual contributions on Schedule 1-A.

 In reporting contributions from committees, provide the complete name and address of each committee making a

contribution.

 Contributions From Committees (Transfers-In) consist of any funds received from a political party committee, political

action committee, candidate committee or a legislative campaign committee.

 In-kind contributions from a committee must also be reported as an in-kind offset in Schedule 2-A to avoid distortion of the

cash balance. An in-kind contribution is any goods, service, or property provided to the committee free or for less than the

fair market value. (Volunteer services are not a contribution.)

 When the contribution is in-kind, check the in-kind box in the section where the contribution is listed.

 Contributions received from sole-proprietorships, partnerships, or qualifying LLCs, must be reported as individual

contributions in Schedule 1-A. Contributions from partnerships must reflect the partners’ share in the partnership unless

otherwise specified.

 Contributions may not be accepted from corporations, cooperatives, associations, unions, or tribes.

SCHEDULE 1-C

RECEIPTS

Other Income and Commercial Loans

Page ____ of ____

Complete Committee Name

Instructions for completing schedules are on the back of each schedule.

Date Full Name, Mailing Address and Zip Code

of Source of Income

Type of Income Amount

SUBTOTAL OTHER INCOME THIS PAGE

TOTAL ITEMIZED OTHER INCOME

TOTAL OTHER INCOME

Instructions for Completing Schedule 1-C RECEIPTS

Other Income and Commercial Loans

eneral Instructions:

► Print or type the complete name of your committee in the box provided.

► Duplicate as many pages as you will need in order to report other income and commercial loans on this form.

► Enter the number of Schedule 1-C pages in the upper right corner of the form.

Date:

Enter the date (month, day, year) other income and commercial loans were RECEIVED.

Full Name, Mailing Address and Zip Code of Source of Income:

Identify the source of income by providing the name and address of the commercial lending institution. Provide the name and

address of any person or business from which other income was received.

Describe Type of Income:

Describe the type of income, e.g., loan from commercial lender for campaign expenses, refund from utility, refund of an

over-payment to a vendor, interest on savings, or returned or lost contribution checks previously listed on Schedule 2-B, etc.

Use more than one box or attach an additional sheet if needed.

Amount:

Enter the amount of other income and commercial loans for this period only.

Subtotal Other Income This Page:

Enter the total of all the other income itemized on this page. If additional pages are used, enter the subtotal for each separate

page.

Total Itemized Other Income:

Add the subtotals from all pages of Schedule 1-C. If more than one page, enter the total on only the last page of Schedule 1-C.

Total Other Income:

Add the Total Other Income and enter the amount on only the last page of Schedule 1-C.

Special Instructions:

 Personal loans from individuals (including the candidate) must be reported on Schedule 1-A.

 Other income and commercial loans include loans received from any financial institution. Loans must also be listed

on Schedule 3-B, Additional Disclosure-Loans, until paid in full.

 When a contribution given by your committee to another committee is returned to you, report the receipt of the

returned contribution in this schedule. Please indicate (under the Type of Income box) the original date your

contribution was given.

 When a loan from a commercial lending institution is guaranteed by individuals, the full name and mailing address of

each guarantor and the balance of the amount guaranteed by each guarantor at the end of the reporting period must be

reported on Schedule 3-B. The amount of the guarantee is considered a contribution from the guarantor and subject

to individual contribution limits until the amount is repaid to the lending institution.

 Other income includes refunds and interest received. Receipts from fundraising events (auctions, dinners, etc.) and

from the sale of commercial items for the purpose of raising funds for political purposes are contributions and must

be reported on Schedule 1-A or 1-B.

SCHEDULE 2-A

DISBURSEMENTS

Gross Expenditures

Page ___ of ___

Complete Committee Name

Instructions for completing schedules are on the back of each schedule.

Date

Full Name, Mailing Address and Zip Code

Of Person or Business to Whom Payment is Made

Specific Purpose of Expenditure

Amount

Check if:  In-Kind Offset

SUBTOTAL ITEMIZED EXPENDITURES THIS PAGE

TOTAL ITEMIZED EXPENDITURES

TOTAL UNITEMIZED EXPENDITURES

TOTAL EXPENDITURES

Instructions for Completing Schedule 2-A

ISBURSEMENTS

Gross Expenditures

General Instructions:

► Print or type the complete name of your committee in the box provided.

► Duplicate as many pages as you will need in order to report gross expenditures on this form.

► Enter the number of Schedule 2-A pages in the upper right corner of the form.

Date: Enter the date (month, day, year) the disbursement was made.

Full Name, Mailing Address, and Zip Code of Person or Business to Whom Payment Is Made: Enter the name and

complete address of the person or business to whom payments were made.

Specific Purpose of Expenditure: Enter the specific purpose of the expenditure. A complete description of the type of

expenditure or reimbursement must be given (i.e., food for fundraiser or campaign T-shirts for resale). You may use more

than one box or attach an additional sheet if needed.

Subtotal Itemized Expenditures This Page: Enter the total of all the expenditures listed on this page. If additional pages

are used, enter the subtotal for each separate page.

Total Itemized Expenditures: Add the subtotals from all pages of Schedule 2-A. If more than one page, enter the total

itemized on only the last page of Schedule 2-A.

Total Unitemized Expenditures: Enter the total of unitemized expenditures that are specifically exempted by statute from

the normal itemization requirements. (For example, expenses of $20 or less (§11.0204(1)(a) 8.); expenses for a PAC or

independent expenditure committee’s fundraising or administrative expenses (§11.0101 (10)(a)); and spending on express

advocacy before reaching the $2,500 threshold (§11.0505(2)(a) and §11.0605(2)(a)). Place the totalon only the last page of

Schedule 2-A. Note: If you choose to itemize an expenditure,

DO NOT include that amount again in the total of unitemized

expenditures.

Total Expenditures: Add the Total Itemized Expenditures to the Total Unitemized Expenditures, and enter the amount on

the last page of Schedule 2-A.

Special Instructions:

 Only expenditures of more than $20 must be itemized. Expenditures of $20 or less should be totaled and reported as

unitemized expenditures.

 Expenditures for general services, such as consulting, data processing, or reimbursement, should be broken down into the

specific services rendered, e.g., salary, travel, data entry, polling.

 In-kind contributions reported in Schedule 1-A or 1-B, must also be reported as in-kind offsets in Schedule 2-A.

 Expenditures incurred for in-kind contributions to other registrants must be reported in Schedule 2-B,

NOT 2-A. See

instructions on Schedule 2-B.

 All expenditures must be made from the campaign depository and must be used for political purposes only.

 It is permissible for a candidate or an agent of a committee to pay for items from personal funds as long as receipts are

submitted to the treasurer for reimbursement from the depository. Reporting of a reimbursement must include information

that describes the nature of the original expenditure, and the original vendor of the good(s) or service(s).

 It is permissible to maintain a petty cash account to pay for minor items provided that funds for the petty cash account are

drawn from the campaign depository and that a record of the transactions is kept. Expenditures over $100 must be paid by

negotiable instrument, and be itemized on the report. Expenditures of $20 or less may be included in unitemized

expenditures. If itemized, the purpose of each expenditure must be provided. Only the specific expenditures are reported.

Contributions received, deposited, and later returned to the original contributor must be reported as an expense in Schedule

2-A.

SCHEDULE 2-B

DISBURSEMENTS

Contributions To Committees

(Transfers-Out)

Page _____ of _____

Complete Committee Name

Instructions for completing schedules are on the back of each schedule.

Date

Full Name, Mailing Address and Zip Code Amount Y-T-D

Total

Check if:  In-Kind  Loan

SUBTOTAL CONTRIBUTIONS (Transfers-Out) THIS PAGE

TOTAL CONTRIBUTIONS (Transfers-Out) MADE TO COMMITTEES

Instructions for Completing Schedule 2-B

ISBURSEMENTS

Contributions to Committees

General Instructions:

► Print or type the complete name of your committee in the box provided.

► Duplicate as many pages as you will need in order to use this form to report Contributions to Committees

(Transfers-Out). Enter the number of Schedule 2-B pages in the upper right corner of the form.

► Each contribution made to another committee must be itemized regardless of the amount.

Date:

Enter the date (month, day, year) that each contribution was made to another committee.

Complete Name and Address of Committee:

Enter the full name and address of each committee.

Amount:

Enter the amount of the contribution given in this period.

Calendar Year-to-Date Total:

Add contributions previously given this calendar year to this committee, to the contributions given in this report period.

The Calendar Year-to-Date Total for a committee must always be entered. The Current Amount and Year-to-Date Total

will be identical on the first report period of the calendar year.

Subtotal Contributions (Transfers-Out) This Page:

Enter the total of all the contributions (Transfers-Out) listed on this page. If additional pages are used, enter the subtotal

for each separate page.

Total Contributions (Transfers-Out) Made to Committees:

Add the subtotals from all pages of Schedule 2-B. If more than one page, enter the total on only the last page of

Schedule 2-B.

Special Instructions:

 If a contribution is made to a candidate for local office, please print the word “Local” in the space for the ID#. This

would include candidates for municipal, school district, and county office. Note: District Attorney and Circuit

Court Judge are considered state offices.

 Contributions to Committees (Transfers-Out) consist of any funds contributed to a political party committee,

political action committee, political group (referenda), candidate committee, or legislative campaign committee.

 When the contribution is in-kind, check the in-kind box in the section where the contribution is listed.

 When the contribution is a loan, check the loan box in the section where the contribution is listed.

 For each in-kind contribution, the name and address of the candidate or committee receiving the contribution must

be listed, along with the name and address of the person or business to whom payment was made and the amount and

date of the in-kind contribution.

1. If the committee purchases goods or services and gives them to another committee in the same reporting period

as an in-kind contribution, the amount must be reported only once as an expense on Schedule 2-B.

2. If the committee already possesses goods or services and gives them to another committee as an in-kind

contribution, please note that this is a non-monetary contribution.

Incurred Obligations Excluding Loans

ADDITIONAL DISCLOSURE

SCHEDULE 3-A

Page ____ of ____

Complete Committee Name

Instructions for completing schedules are on the back of each schedule.

Outstanding

Balance Beginning

This Period

New Obligations or

Additions

This Period

Cumulative Payments

This Period

Outstanding Balance

At Close of This

Period

Date

/ /