How Do I Locate Foreign Addresses Using Advanced Search?

If you’re looking for foreign addresses in your database, below is an Advanced Search recipe you can use to locate them.

  • Area: Addresses
  • Field: State
  • Relationship: Is Any Of
  • Value: Blank
Note: Select the blank option from the Value drop-down menu rather than leaving it blank. The blank option appears at the top of the drop-down menu and, once selected, will appear in the Value box as a lowercase x within a square.

After you click the Add Rule button to add it to the Search Criteria section, you can generate the list of foreign addresses using either the Run Search button or the Exports & Actions button. The latter button will allow you to export the data to a spreadsheet to view and sort more detailed information.

If you plan to generate this list regularly, click the Save & Run Search button to save the search criteria for future use. This will prevent the need to add the same criteria every time you want to generate this list. After you have named the search, you’ll see the search name in the drop-up menu of the Saved Searches button.

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About Aggregates

An aggregate is the total of specific transactions for a specific time period. Examples include all contributions in a quarter or all expenses in an election cycle.

Aggregates for a new period restart the day after the election.

For this example, we’ll assume the itemization threshold is $100. On April 1st, May 1st, June 1st, and July 1st, you had $40 Expenses to Wal-Mart. The April and May Expenses would not itemize because expenses to Wal-Mart haven’t exceeded $100 yet. Only the June and July Expenses would itemize.

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ND Form Sfn 53970 Line by Line

Applies To: North Dakota

North Dakota Form SFN 53970 is a periodically filed report of contributions for County, City, and School Board Candidates.

Schedule 1: This schedule is used to report monetary contributions, inkinds, and loans in the aggregate of $200 or more. You must report the contributor name, address, aggregate contribution amount, and the date the last contribution was made.

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When Are the North Dakota Filing Deadlines?

Applies To: North Dakota

Below are deadlines for North Dakota compliance report filing.

The Filing Deadline information provided here is offered only as a reference aide. The provided deadline information may contain inaccuracies and may not include all special elections or deadlines. For agency specific details please visit the North Dakota SoS website.

Candidate

  • 05/10/2024: ND Campaign Disclosure Statement (SFN 53970) (Pre-Primary)
  • 10/04/2024: ND Campaign Disclosure Statement (SFN 53970) (Pre-General)
  • 01/31/2025: ND Campaign Disclosure Statement (SFN 53970) (Year-End)


You’re able to add Filing Deadlines found in ISP to your own digital calendar with our Calendar Feed Tool.

To see more information about North Dakota compliance report filing with ISP, please visit our North Dakota Filing and FAQ Resources page.

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Maximizing Political Campaign Fundraising Efficiency with CRM Integration

A CRM (Customer Relationship Management) system for political campaigns is a software tool designed to help political organizations manage and streamline their interactions with supporters, donors, volunteers, and other stakeholders. The primary goal of a CRM for political campaigns is to raise more money in less time by enhancing communication, organizing data, and improving overall…

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About the CA Form 401

Applies To: California

The CA Form 401 is for use by slate mailer organizations to disclose payments made and received in connection with producing slate mailers.

This report is limited in it’s reporting – it only reports the payments received for the Slate Mailer and the expenses made in the production of the slate mailer(s).

Cover Page

This information is pulled from the Filer Committee Type within the Committee record.

Schedule A: Payments Received

This schedule pulls:

  • Other Income with Support/Oppose Memos
  • Accrued Income Payments if the original Accrued Income has a Support/Oppose Memo

If the aggregate of Other Income and/or Accrued Income Payments is $100 or more in the reporting period.

Schedule B: Payments Made

This schedule pulls:

  • Expense
  • Accrued Expense Payment
  • Reversed Other Income

Any Expense or Accrued Expense Payment is considered an expense made in the production of the slate mailer(s). The schedule itemizes any transactions when the aggregate of these transactions is $100 or more.

Schedule B-1: Payments Made By An Agent or Independent Contractor on Behalf of a Slate Mailer Organization

This schedule pulls splits of:

  • Expenses
  • Accrued Expenses (if an Accrued Expense Payment is in the period)

The schedule itemizes any split transactions when the aggregate of these transactions is $500 or more.

Schedule C: Persons Receiving $1000 or More

This schedule pulls:

  • Expense
  • Non-Monetary Expenses

If the entity is affiliated with the filer via Relationships, and the aggregate of these transactions is $1000 or more.

Schedule D: Candidates and Measures Not Listed on Schedule A

This schedule pulls:

  • Non-Monetary Expenses with Support/Oppose Memos
  • Other Income with Support/Oppose Memos

If the aggregate of Other Income and/or Non-Monetary Expense is $99.99 or less in the reporting period.

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About the CA Form 498

Applies To: California

The CA Form 498 compliance report is used to report Late Payments Received that are $2,500 or more in aggregate to support (or oppose)
a single candidate (or committee) 90 days before an election.

If you are expecting a transaction to pull to this report, make sure there is a Support/Oppose Memo on the transaction. If there are multiple reports, they will generate in alphabetical order based on the S/O Memo.

How do I set up the Form 498 Report in ISPolitical?

When generating a Form 498 in ISPolitical, navigate to the Reports tab, then Compliance. On the resulting criteria page, set up the following
required fields:

Filer:  Make sure the correct person/entity is selected (if you have more than one).
Compliance Report: Select the CA Form 498 from the listed report types.
Current Election: The report will use the Current Election field to determine the 90-day report period for the Payments Rec’d.
From/To Dates: This sets the starting date and ending date for the Payments Rec’d.
Entity: This is an optional field. If you know the name of the Support/Oppose entity, you can begin typing the name to search and choose, and generate the
report for the specific entity. Leaving this field blank will randomly select the Support/Oppose Memo that applies.

How do I generate Form 498 reports for multiple candidates/committees?

The Form 498 is unique in that a new report is needed for each entity with a Support/Oppose Memo over $2,500 in aggregate in
the period.

However, if you need to file more than one report, follow these steps to generate multiple Form 498 reports:

  1. If you know the name of the Payment entity, you can search for that in the “Entity” drop down. If not, keep the drop down blank.
  2. Review the data.
  3. Make sure you file the report and then click Mark As Filed once you receive confirmation.
  4. Click on regenerate. If you keep the drop down blank, the payee automatically selected in step 1 will be skipped, and the next one automatically selected.
  5. Repeat until all payees have a Form 498 report (or the last report is empty).
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What Does This CA Efile System Return Message Mean?

Applies To: California

After you efile a CA report from ISP, you may get a system return message that is confusing.

Here’s what these messages could mean:

1) Status: the job failed to process
This message is likely because you attempted to file the report to local instead of filing to the state. Regenerate your report and select Efile Report instead of Efile Report to Local

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About the CA Form 400

Applies To: California

The CA Form 400 form must be filed within 10 days after the slate mailer organization receives or is promised $500 or more for producing one or more slate mailers.

Important Notes

  1. To pull the Date Qualified as a Slate Mailer, add a date to Date Qualified under the Committee Info section of the Filer Record
  2. Individuals with the relationship type “Assistant Treasurer”, “Committee Staff”, “Employer”, “Member”, “Principal Officer”, “Sponsor” will pull to Page 1, Section II
  3. Due to limitations with the CA PDF generator, the Treasurer will pull to Page 1, Section II, but “Other Principal Officers” appear on a supplemental page instead of
    the PDF.
  4. On the report generation screen, you can select up to three authorized individuals for Page 2, Section III.
  5. If your Slate Mailer is also a General Purpose committee, link the General Purpose committee to the Slate Mailer Entity Record with relationship type “Authorized Committee”. This will pull to Page 2, Line IV
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How Do I File as a Local CA Filer When the E-file Report to Local Button Is Available (NetFile)?

Applies To: California

Filing your Compliance reports with a Local CA Filing Agency (e.g., Riverside County, City of San Diego) is possible via ISP. There are, however, certain data entry steps to take first.

Filer/Committee Entity Record

First, under Committee Info, ensure Jurisdiction is set appropriately.

  • If you need to file with your county, select County.
  • If you need to file with a city or town, select City.

In addition, ensure Jurisdiction Description is filled in with the City or County you are filing with. Examples of data entry possibilities are Orange, Orange County, or City of San Diego.

Multiple local agencies use NetFile to process campaign finance reports. Some require additional verification in the form of Signature ID & PIN.

Direct E-file, No Signature ID or PIN required

The following local agencies file directly and don’t require a Signature ID or PIN:

  • Alameda  (County)
  • Butte  (County)
  • Carlsbad  (City)
  • Chico  (City)
  • Chula Vista  (City)
  • Clovis  (City)
  • Coachella  (City)
  • Contra Costa  (County)
  • El Cajon  (City)
  • Fresno  (City)
  • Garden Grove  (City)
  • Goleta  (City)
  • Huntington Beach  (City)
  • Indio  (City)
  • Irvine School Board  (Other Local)
  • Kern  (County)
  • La Mesa  (City)
  • Lake Forest  (City)
  • Lancaster  (City)
  • Madera  (County)
  • Modesto  (City)
  • Mountain View  (City)
  • National City  (City)
  • Nevada  (County)
  • Novato  (City)
  • Oceanside  (City)
  • Orange  (County)
  • Oroville  (City)
  • Placer  (County)
  • Redding  (City)
  • Riverside  (County)
  • Sacramento  (County)
  • San Joaquin  (County)
  • San Juan School Board  (County)
  • San Luis Obispo  (County)
  • San Mateo  (City)
  • San Mateo  (County)
  • Santa Barbara  (City)
  • Santa Clara  (County)
  • Shasta  (County)
  • Ventura  (County)
  • West Sacramento  (City)

Direct E-file, Signature ID & PIN required

The following local agencies file directly and DO require a Signature ID & PIN:

  • Anaheim  (City)
  • Berkeley  (City)
  • Burbank  (City)
  • Capitola  (City)
  • Coronado  (City)
  • Dublin  (City)
  • El Cerrito  (City)
  • Glendale  (City)
  • Hayward  (City)
  • Hesperia  (City)
  • Irvine  (City)
  • Irvine  (County)
  • Livermore  (City)
  • Los Gatos  (City)
  • Manhattan Beach  (City)
  • Manteca  (City)
  • Marin  (County)
  • Monterey  (County)
  • Morgan Hill  (City)
  • Murrieta  (City)
  • Newport Beach  (City)
  • Oakland  (City)
  • Palo Alto  (City)
  • Pasadena  (City)
  • Patterson  (City)
  • Perris  (City)
  • Pleasanton  (City)
  • Rancho Cucamonga  (City)
  • Redondo Beach  (City)
  • Sacramento  (City)
  • Salinas  (City)
  • San Bernardino  (City)
  • San Bernardino  (County)
  • San Bruno  (City)
  • San Francisco  (City)
  • San Francisco  (County)
  • Santa Ana  (City)
  • Santa Cruz  (County)
  • Santa Monica  (City)
  • Stockton  (City)
  • Sunnyvale  (City)
  • Ventura  (City)
  • Watsonville  (City)
  • Yountville  (City)

Other E-filing Solutions

If for some reason you are unable to file via NetFile using ISP, you can attempt to upload the .cal file using NetFile’s API.

You will need your Filer ID (not committee ID) & Filer Password.

If you use this alternative method to file and have a Signature ID & PIN, after uploading your report, you’ll need to log into your NetFile User Account and approve the report on the Pending Filings page before the filing is accepted.

If after filing directly from ISP or uploading via NetFile’s API you get a return email from NetFile with error messages and need help deciphering these error messages, please see My Local Filing With NetFile Just Failed. Now What?

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