Jim Patterson: 2024 Leaving office statement

Leaving 2024: Assembly Member, State Assembly · due 2025-01-02
Filed: 2024-12-23 · signed 12/23/2024 12:44 PM
Source: Read from the FPPC's structured data, checked against the PDF · the PDF (4 p.) · FPPC portal

Findings

Worth a look Gifts

Lists $1,131.20 in gifts from California State University, Fresno Foundation in 2024; the limit from one source is $590

The statement lists 1 gift(s) from California State University, Fresno Foundation dated in 2024, totalling $1,131.20. The gift limit from a single source was $590 for 2024 (Government Code 89503).

What to check

Whether part of it was returned, or paid back, in time to not count (the filer's comments often say).
Whether the gifts are from one source (a couple is two sources) or are of a kind the limit doesn't cover (family, wedding gifts and the like).
The FPPC's gift fact sheet and Regulation 18940.2 for the exceptions.

Rule: Gifts from one source over the yearly limit

“The gift limit increased to $630 for calendar years 2025 and 2026. The gift limit in calendar year 2024 was $590.”Form 700 (2025/2026), What's New ✓ quoted from the saved copy · how this rule works

Worth a look Lobbying

Lobbying reports name $59 in gifts to them in 2024 from 1 source this statement doesn't list

Lobbyist employers' reports to the Secretary of State (Cal-Access) list activity expenses that benefited them in 2024, $50 or more from each of these sources, none named among the statement's gifts or travel: CALIFORNIA TAXPAYERS ASSOCIATION AND AFFILIATED ENITTY CALIFORNIA TAX FOUNDATION $59 (food and beverage).

What to check

Whether they attended or accepted it: the report is the lobbyist employer's account.
What Schedule D doesn't require (Form 700 instructions): gifts returned within 30 days; free admission and food at an event where they made a speech, from its organizer; up to two tickets to a campaign or 501(c)(3) fundraiser from the organization holding it; informational material; plaques worth less than $250.
Whether it's on the statement under another name.
That the report's beneficiary is this person (matched by name and office).

CALIFORNIA TAXPAYERS ASSOCIATION AND AFFILIATED ENITTY CALIFORNIA TAX FOUNDATION $59

2024-03-19 FOOD AND BEVERAGE at SMIC'S SIP + QUIP $59 (of $4,568 for everyone it lists) · lobbyist employer report

Rule: Lobbying gifts not on the statement

“A gift is reportable if its fair market value is $50 or more. In addition, multiple gifts totaling $50 or more received during the reporting period from a single source must be reported.”Form 700 (2025/2026), Instructions – Schedule D ✓ quoted from the saved copy · how this rule works

Schedule D · Gifts 16

From	Gifts	Total
California Tribal Business Alliance · from the PDF 1530 J Street, Ste. 410, Sacramento, CA 95814	2024-01-11 · food, beverages, entertainment · $109.61	$109.61
Communities for California Cardrooms · from the PDF 1017 L Street, #646, Sacramento, CA 94814	2024-01-17 · food and drink · $267.64	$267.64
Personal Insurance Federation of California · from the PDF 1201 K Street, Ste. 1250, Sacramento, CA 95814	2024-03-11 · reception attendance · $79.12	$79.12
Robert Rivas for Assembly 2024 · from the PDF 1700 Tribute Road, Ste 201, Sacramento, CA 95815	2024-01-03 · food and drink · $87.12	$87.12
California Building Industry Association · from the PDF 1215 K Street, Ste. 1200, Sacramento, CA 95814	2024-02-07 · reception attendance · $107.72	$107.72
Western Propane Gas Association · from the PDF 908 K Street, Sacramento, CA 95814	2024-03-19 · food and drink · $72.88	$72.88
California New Car Dealers Association · from the PDF 1517 L Street, Sacramento, CA 95814	2024-03-20 · food and drink · $163.70	$163.70
CA State Council of Laborers · from the PDF 925 L Street, Suite 1450, Sacramento, CA 95814	2024-04-10 · food and drink · $99.24	$99.24
Los Angeles County Deputy Probation Officers Union, AFSCME Local 685 · from the PDF 3375 E Slauson Ave, Ste 151, Vernon, CA 90058	2024-03-18 · food and drink · $75.04	$75.04
California Poultry Federation · from the PDF 4640 Spyres Way, #4, Modesto, CA 95356	2024-04-13 · dinner · $582.31	$582.31
California Mortgage Brokers Association · from the PDF 3005 Douglas Blvd., Suite 108, Roseville, CA 95661	2024-04-23 · food and drink · $77.95	$77.95
Association of California Airports · from the PDF 980 9th St, Ste. 2000, Sacramento, CA 95814	2024-02-27 · dinner · $95.28	$95.28
California Product Stewardship Council · from the PDF 1822 21st St., Sacramento, CA 95811	2024-05-06 · food and drink · $54.45	$54.45
Reyes Beverage Group West · from the PDF 1017 L St., Ste. 573, Sacramento, CA 95814	2024-08-20 · food and drink · $94	$94
Peace Officers Research Association of California · from the PDF 2490 Advantage Way, Sacramento, CA 95834	2024-05-07 · food and drink · $63.22	$63.22
California State University, Fresno Foundation · from the PDF 4910 N Chestnut Ave, Fresno, CA 93726	2024-10-12 · football game tickets, food, parking · $1,131.20	$1,131.20