Campaign Finance Statement

Overview

This document is a Campaign Finance Statement form for the Commonwealth of Pennsylvania. It serves as an abbreviated report that candidates, committees, or lobbyists may file instead of a full financial report.

Eligibility and Filing Rules

• Threshold: This simplified form may only be used if aggregate receipts, expenditures, and liabilities incurred during the reporting period did not exceed $250. 00.
• Where to File: The statement must be filed in the office where the candidate's nomination petitions or papers were filed.
• Separation: Candidates must file a separate statement from their authorized committees.

Reporting Schedule

Reports must be filed according to specific cycles relative to the election date:

• Cycle 1 (Sixth Tuesday Pre-Primary): Required only for statewide candidates and their committees.
• Cycle 2 (Second Friday Pre-Primary): Required for all candidates on the ballot and their committees.
• Cycle 3 (30 Days Post-Primary): Required for all candidates on the ballot and their committees.
• Cycle 4 (6th Tuesday Pre-Election): Required only for statewide candidates and their committees.
• Cycle 5 (2nd Friday Pre-Election): Required for all candidates on the ballot and their committees.
• Cycle 6 (30 Days Post-Election): Required for all candidates on the ballot and their committees.
• Annual Report: Due by January 31st of the following year (complete as of December 31).

Penalties and Compliance

• Late Filing: A penalty of $10. 00 per day (excluding weekends and holidays) applies for overdue statements, plus an additional fee of $10. 00 for each of the first six days overdue.
• Legal Consequences: Failure to file required accounts is a misdemeanor punishable by a fine up to $5,000 and/or imprisonment of 1 to 2 years.
• Record Keeping: Filers must retain records for 3 years, including names and addresses of contributors who gave over $10. 00.
• Proof of Filing: Postmarks are acceptable proof of timely filing if sent via first-class mail.

Form Requirements

The form requires the filer to provide:

• Identification numbers and names of the candidate, committee, or lobbyist.
• Address details (Street, City, State, Zip).
• Office sought and district information.
• Cash balance at the end of the reporting period.
• Total outstanding debts or liabilities.

Affidavit Section: The form concludes with an affidavit section requiring a sworn statement (Part I or Part II) signed by the Treasurer, Candidate, or Lobbyist. This section must be notarized ("Sworn to and subscribed before me") with the notary's commission expiration date.