Filing a Candidate’s Statement of Organization
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Presented by:
Angie Nussmeyer
Co-Director, Indiana Election Division
2024 Election Administrator’s Conference
December 11-13, 2023 | Indianapolis, Indiana
Image by blossomstar on Freepik
2
Image by studiogstock on Freepik
“
WHEN
” to file a
CFA-1
is determined, generally, by the
salary for the elected office in a calendar year:
More than $5,000 -OR- Less than $5000
.
Offices Paying MORE THAN $5K
•
For offices paying
MORE THAN $5,000
in
a calendar year:
–
In 2024
, candidates NOT running for
office in 2024 file a CFA-1
by noon, ten
days after raising or spending more than
$100 toward running for office.
•
“More than” is $100.01+
3
IC 3-9-1-3 | IC 3-9-1-5
Image by vectorjuice on Freepik
Image available on Freepik
Offices Paying MORE THAN $5K
•
For offices paying
MORE THAN $5,000
in a
calendar year:
–
In 2024
, candidates running for office in 2024
must open a campaign finance committee
(whichever comes first):
•
by noon, ten days after raising or spending more than
$100 toward running for office;
OR
•
by noon, seven days after the filing deadline to put
their name on the ballot
–
Example: Sue files to be on the Democratic Party
primary ballot on the last day – February 9, 2024. The
office pays more than $5,000. She
must
file CFA-1 by
noon, February 16, 2024.
4
IC 3-9-1-3 | IC 3-9-1-5
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$
5
K
•
For offices paying
LESS THAN $5,000
in a
calendar year
–
File CFA-1 by noon, ten days after raising or
spending more than $500 toward running
for office.
•
“More than” is $500.01+
•
No “triggering” event when filing a declaration
of candidacy
–
Rule also applies to school board candidates
•
NOTE: Candidates running for party office (PC & delegate)
DO NOT need to open a campaign finance committee.
IC 3-9-1-3 | IC 3-9-1-5 | IC 3-9-1-5.5
Image available on Freepik
6
Image by luis_molinero on Freepik
But I’m not going to raise or
spend any money? Do I need to
file a CFA-1 or campaign finance
reports?
If the office pays more than $5,000
in a calendar year and you filed to
be on this year’s ballot, YES!
The CFA-1 needs to be filed AND
all applicable CFA-4 reports such
as pre-primary, pre-election &
annual, until committee is
disbanded.
Didn’t raise or spend money?
Report zeroes on CFA-4 Summary
Page.
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•
What happens when candidate required to open a
committee does not?
–
CEB MUST open a campaign finance committee
for delinquent
candidates by
noon, fourteen days after the filing deadline
•
For Democratic & Republican primary candidates, the CEB must
act to administratively open a committee not later than noon,
February 23, 2024
•
File a CFA-1 on the candidate’s behalf:
–
Use contact information from CAN-2 to complete the top portion
–
Enter office sought
–
Name the candidate as treasurer AND chairperson of the committee
–
No signature required
»
Might write a note in the “Office Only” space the committee was
administratively opened on <INSERT DATE>
IC 3-8-1-1.6 | IC 3-9-1-6
7
8
OPEN
committees
are responsible for
TIMELY FILING
ALL
campaign finance reports
,
according to the state’s filing schedule
UNTIL the committee files a
final/disbands report
Image by storyset on Freepik
Where to File CFA Forms
Statewide & State Legislative Office:
•
Candidates file
only
with the Indiana Election Division
County, City, Town or Township Office (
INCLUDES JUDGES
):
•
Candidates file with the County Election Board
PACs and Legislative Caucus Committees:
•
Support Statewide or State Legislative Candidates or Public Questions
–
File with the Election Division
•
Support County, City, Town or Township Candidates or Public Questions
–
File with County Election Board
•
Supporting more than one of these categories
–
File with the Election Division
IC 3-9-5-2 | IC 3-9-5-3 | IC 3-9-5-4
9
2024 Reporting Deadlines
2023 Annual Report
Wednesday, January 17, 2024 (NOON)
ALL Candidates and PACs
Regular Party Committees
Monday, March 1, 2024 (NOON)
Pre-Primary Report
Friday, April 19, 2024 (NOON)
Candidates on the ballot
for reporting period ending Friday,
April 12, 2024
PACs and Party Committees
Pre-General Report
Friday, October 18, 2024 (NOON)
Candidates on the ballot
for reporting period ending Friday,
PACs and Party Committees
October 11, 2024
2024 Annual Report
Wednesday, January 15, 2025 (NOON)
ALL Candidates and PACs
for reporting ending December 31, 2024
Regular Party Committees
Monday, March 3, 2025 (NOON)
IC 3-9-5-6 | IC 3-9-5-10
10
The process of filing a Candidate's Statement of Organization (CFA-1) in Indiana. Understand the deadlines based on the salary for the elected office and the campaign finance committee requirements.
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Presentation Transcript
Filing a Candidate s Statement of Organization (CFA-1) Presented by: Angie Nussmeyer Co-Director, Indiana Election Division Image by blossomstar on Freepik 2024 Election Administrator s Conference December 11-13, 2023 | Indianapolis, Indiana
Image by studiogstock on Freepik WHEN to file a CFA-1 is determined, generally, by the salary for the elected office in a calendar year: More than $5,000 -OR- Less than $5000. 2
Offices Paying MORE THAN $5K For offices paying MORE THAN $5,000 in a calendar year: In 2024, candidates NOT running for office in 2024 file a CFA-1 by noon, ten days after raising or spending more than $100 toward running for office. More than is $100.01+ Image available on Freepik IC 3-9-1-3 | IC 3-9-1-5 3
Offices Paying MORE THAN $5K For offices paying MORE THAN $5,000 in a calendar year: In 2024, candidates running for office in 2024 must open a campaign finance committee (whichever comes first): by noon, ten days after raising or spending more than $100 toward running for office; OR by noon, seven days after the filing deadline to put their name on the ballot Example: Sue files to be on the Democratic Party primary ballot on the last day February 9, 2024. The office pays more than $5,000. She must file CFA-1 by noon, February 16, 2024. Image available on Freepik IC 3-9-1-3 | IC 3-9-1-5 4
Offices Paying LESS THAN $5K For offices paying LESS THAN $5,000 in a calendar year File CFA-1 by noon, ten days after raising or spending more than $500 toward running for office. More than is $500.01+ No triggering event when filing a declaration of candidacy Rule also applies to school board candidates NOTE: Candidates running for party office (PC & delegate) DO NOT need to open a campaign finance committee. Image available on Freepik IC 3-9-1-3 | IC 3-9-1-5 | IC 3-9-1-5.5 5
But Im not going to raise or spend any money? Do I need to file a CFA-1 or campaign finance reports? If the office pays more than $5,000 in a calendar year and you filed to be on this year s ballot, YES! The CFA-1 needs to be filed AND all applicable CFA-4 reports such as pre-primary, pre-election & annual, until committee is disbanded. Image by luis_molinero on Freepik Didn t raise or spend money? Report zeroes on CFA-4 Summary Page. 6
When to File a CFA-1: Administratively Open What happens when candidate required to open a committee does not? CEB MUST open a campaign finance committee for delinquent candidates by noon, fourteen days after the filing deadline For Democratic & Republican primary candidates, the CEB must act to administratively open a committee not later than noon, February 23, 2024 File a CFA-1 on the candidate s behalf: Use contact information from CAN-2 to complete the top portion Enter office sought Name the candidate as treasurer AND chairperson of the committee No signature required Might write a note in the Office Only space the committee was administratively opened on <INSERT DATE> IC 3-8-1-1.6 | IC 3-9-1-6 7
OPEN committees are responsible for TIMELY FILING ALL campaign finance reports, according to the state s filing schedule UNTIL the committee files a final/disbands report Image by storyset on Freepik 8
Where to File CFA Forms Statewide & State Legislative Office: Candidates file only with the Indiana Election Division County, City, Town or Township Office (INCLUDES JUDGES): Candidates file with the County Election Board PACs and Legislative Caucus Committees: Support Statewide or State Legislative Candidates or Public Questions File with the Election Division Support County, City, Town or Township Candidates or Public Questions File with County Election Board Supporting more than one of these categories File with the Election Division IC 3-9-5-2 | IC 3-9-5-3 | IC 3-9-5-4 9
2024 Reporting Deadlines 2023 Annual Report ALL Candidates and PACs Wednesday, January 17, 2024 (NOON) Regular Party Committees Monday, March 1, 2024 (NOON) Pre-Primary Report Candidates on the ballot PACs and Party Committees Friday, April 19, 2024 (NOON) for reporting period ending Friday, April 12, 2024 Pre-General Report Candidates on the ballot PACs and Party Committees Friday, October 18, 2024 (NOON) for reporting period ending Friday, October 11, 2024 2024 Annual Report ALL Candidates and PACs Wednesday, January 15, 2025 (NOON) for reporting ending December 31, 2024 Regular Party Committees Monday, March 3, 2025 (NOON) IC 3-9-5-6 | IC 3-9-5-10 10
