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Lisa Davis CUSD Trustee Area 3 2024

Candidate ID: 1469685

Financial Summary

Total Raised

~$XX,XXX

Total Spent

~$XX,XXX

Cash on Hand

~$XXX

Outstanding Debt

~$XXX

Based on 5 filing periods • Last filing: May 5, 2025

Filing History

Period	Filed	Contributions	Expenditures	Cash Balance	Debt
1/1/25 - 5/5/25	5/5/25	~$X,XXX	~$XXX	~$XXX	~$XXX
10/20/24 - 12/31/24	1/13/25	~$XXX	~$XX,XXX	~$XXX	~$X,XXX
9/22/24 - 10/19/24	10/21/24	~$XX,XXX	~$XX,XXX	~$XX,XXX	~$X,XXX
7/1/24 - 9/21/24	9/24/24	~$XX,XXX	~$XX,XXX	~$XX,XXX	~$X,XXX
1/1/24 - 6/30/24	7/26/24	~$XX,XXX	~$X,XXX	~$XX,XXX	~$XXX

No Independent Expenditures

This committee has not made any independent expenditures for or against candidates or ballot measures.

Received (13) Given (0)

Date	Contributor	Amount
10/15/24	Jared Turner San Clemente, CA Executive Chairman at Amada Franchise Inc	~$X,XXX
10/11/24	Mary Alice Hatch San Clemente, CA Retired at Retired	~$X,XXX
10/3/24	Cross Psychological Care Inc Rancho Sta Margarita, CA	~$X,XXX
10/2/24	Tim Wertner San Clemente, CA Retired at Retired	~$X,XXX
9/25/24	Anjanette Martinis San Clemente, CA Homemaker at None	~$X,XXX
9/23/24	Kim Bengard San Clemente, CA Investor at Kim Bengard	~$X,XXX
9/13/24	Ryan Bourque San Clemente, CA Managing Partner CPA at Bourque McLucas CPAs Inc	~$X,XXX
9/13/24	Ryan Bourque San Clemente, CA Managing Partner CPA at Bourque McLucas CPAs Inc	~$XXX
9/12/24	Cross Psychological Care Inc Rancho Sta Margarita, CA	~$X,XXX
9/4/24	Alan Gibby San Clemente, CA Owner at Zone57	~$X,XXX
8/29/24	Amanda Bourne San Juan Capistrano, CA Homemaker at None	~$X,XXX
8/26/24	Paul Downer San Clemente, CA Real Estate at DB Residential	~$X,XXX
8/18/24	Deborah Hamilton Dana Point, CA Retired at Retired	~$X,XXX

Contributions Received

Monetary Contributions	~$X,XXX
Loans Received	~$XXX
Subtotal Cash Contributions	~$X,XXX
Nonmonetary Contributions	~$X,XXX
Total Contributions Received	~$X,XXX

Expenditures Made

Payments Made	~$X,XXX
Loans Made	~$XXX
Subtotal Cash Payments	~$X,XXX
Accrued Expenses (Unpaid Bills)	~$X,XXX
Nonmonetary Adjustments	~$X,XXX
Total Expenditures Made	~$XXX

Cash Statement

Beginning Cash Balance	~$XXX
Cash Receipts	~$X,XXX
Miscellaneous Increases to Cash	~$XXX
Cash Payments	~$X,XXX
Ending Cash Balance	~$XXX

Other Financial Items

Loan Guarantees Received	~$XXX
Cash Equivalents	~$XXX
Outstanding Debts	~$XXX

Filed on May 5, 2025

Contributions Received

Monetary Contributions	~$XXX
Loans Received	~$XXX
Subtotal Cash Contributions	~$XXX
Nonmonetary Contributions	~$XXX
Total Contributions Received	~$XXX

Expenditures Made

Payments Made	~$XX,XXX
Loans Made	~$XXX
Subtotal Cash Payments	~$XX,XXX
Accrued Expenses (Unpaid Bills)	~$XXX
Nonmonetary Adjustments	~$XXX
Total Expenditures Made	~$XX,XXX

Cash Statement

Beginning Cash Balance	~$XX,XXX
Cash Receipts	~$XXX
Miscellaneous Increases to Cash	~$XXX
Cash Payments	~$XX,XXX
Ending Cash Balance	~$XXX

Other Financial Items

Loan Guarantees Received	~$XXX
Cash Equivalents	~$XXX
Outstanding Debts	~$X,XXX

Filed on January 13, 2025

Contributions Received

Monetary Contributions	~$XX,XXX
Loans Received	~$XXX
Subtotal Cash Contributions	~$XX,XXX
Nonmonetary Contributions	~$XXX
Total Contributions Received	~$XX,XXX

Expenditures Made

Payments Made	~$XX,XXX
Loans Made	~$XXX
Subtotal Cash Payments	~$XX,XXX
Accrued Expenses (Unpaid Bills)	~$XXX
Nonmonetary Adjustments	~$XXX
Total Expenditures Made	~$XX,XXX

Cash Statement

Beginning Cash Balance	~$XX,XXX
Cash Receipts	~$XX,XXX
Miscellaneous Increases to Cash	~$XXX
Cash Payments	~$XX,XXX
Ending Cash Balance	~$XX,XXX

Other Financial Items

Loan Guarantees Received	~$XXX
Cash Equivalents	~$XXX
Outstanding Debts	~$X,XXX

Filed on October 21, 2024

Contributions Received

Monetary Contributions	~$XX,XXX
Loans Received	~$XXX
Subtotal Cash Contributions	~$XX,XXX
Nonmonetary Contributions	~$X,XXX
Total Contributions Received	~$XX,XXX

Expenditures Made

Payments Made	~$XX,XXX
Loans Made	~$XXX
Subtotal Cash Payments	~$XX,XXX
Accrued Expenses (Unpaid Bills)	~$X,XXX
Nonmonetary Adjustments	~$X,XXX
Total Expenditures Made	~$XX,XXX

Cash Statement

Beginning Cash Balance	~$XX,XXX
Cash Receipts	~$XX,XXX
Miscellaneous Increases to Cash	~$XXX
Cash Payments	~$XX,XXX
Ending Cash Balance	~$XX,XXX

Other Financial Items

Loan Guarantees Received	~$XXX
Cash Equivalents	~$XXX
Outstanding Debts	~$X,XXX

Filed on September 24, 2024

Contributions Received

Monetary Contributions	~$XX,XXX
Loans Received	~$XXX
Subtotal Cash Contributions	~$XX,XXX
Nonmonetary Contributions	~$XXX
Total Contributions Received	~$XX,XXX

Expenditures Made

Payments Made	~$X,XXX
Loans Made	~$XXX
Subtotal Cash Payments	~$X,XXX
Accrued Expenses (Unpaid Bills)	~$XXX
Nonmonetary Adjustments	~$XXX
Total Expenditures Made	~$X,XXX

Cash Statement

Beginning Cash Balance	~$XXX
Cash Receipts	~$XX,XXX
Miscellaneous Increases to Cash	~$XXX
Cash Payments	~$X,XXX
Ending Cash Balance	~$XX,XXX

Other Financial Items

Loan Guarantees Received	~$XXX
Cash Equivalents	~$XXX
Outstanding Debts	~$XXX

Filed on July 26, 2024

Report Date:	October 16, 2024
Contribution Date:	October 15, 2024
Amount:	~$X,XXX

Entity Type:	Individual
Name:	Jared Turner
Address:	San Clemente CA 92673

Report Date:	October 11, 2024
Contribution Date:	October 11, 2024
Amount:	~$X,XXX

Entity Type:	Individual
Name:	Mary Alice Hatch
Address:	San Clemente CA 92672

Report Date:	October 4, 2024
Contribution Date:	October 3, 2024
Amount:	~$X,XXX

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Orange County

Lisa Davis CUSD Trustee Area 3 2024

Financial Summary

Filing History

No Independent Expenditures

No Late Contributions Given

Entity Type:	Other
Name:	Cross Psychological Care Inc
Address:	Rancho Sta Margarita CA 92688

Report Date:	September 26, 2024
Contribution Date:	September 25, 2024
Amount:	~$X,XXX

Report Date:	September 24, 2024
Contribution Date:	September 23, 2024
Amount:	~$X,XXX

Report Date:	September 16, 2024
Contribution Date:	September 13, 2024
Amount:	~$X,XXX

Report Date:	September 5, 2024
Contribution Date:	September 4, 2024
Amount:	~$X,XXX

Report Date:	August 30, 2024
Contribution Date:	August 29, 2024
Amount:	~$X,XXX

Report Date:	August 27, 2024
Contribution Date:	August 26, 2024
Amount:	~$X,XXX

Report Date:	August 19, 2024
Contribution Date:	August 18, 2024
Amount:	~$X,XXX