How Do I Pull a Transaction to a Specific Line on the FEC Form 3?

FEC Form 3: Line by Line Breakdown

Below is a breakdown of each Receipt and Disbursement line on the Form 3. Due to the complexity of FEC reporting, some nuance is not reflected in this documentation.

Schedule A

Line 11ai: Contribution From Individuals/Persons Other Than Political Committees

• Transaction Types: Monetary Contribution, Inkind Contribution
• Entities: All entities besides Political Committees or The Candidate

Line 11b: Contribution From Political Party Committees

• Transaction Types: Monetary Contribution, Inkind Contribution
• Entities: Political Party Committees

Line 11c: Contributions From Other Political Committees (such as PACs)

• Transaction Types: Monetary Contribution, Inkind Contribution
• Entities: All Political Committees besides Party Committees

Line 11d: Contributions from The Candidate

• Transaction Types: Monetary Contribution, Inkind Contribution
• Entities: The Candidate

Line 12: Transfers From Other Authorized Committees

Group 1: Transfers from Unaffilated Political Committees

• Transaction Types: Monetary Contribution
• Transaction Tag: Transfer
• Entities: Political Committees
  

Group 2: Contributions from Related Committees

• Transaction Types: Monetary Contribution, Inkind Contribution
• Entities: Committee that has a Relationship with the filer

Line 13a: Loans Made or Guaranteed by the Candidate

• Transaction Types: Loan Received
• Entities: The Candidate

Line 13b: Loans/All Other Loans

• Transaction Types: Loan Received
• Entities: All entities besides the Candidate

Line 14: Offsets to Operating Expenditures (Refunds, Rebates, etc.)

• Transaction Types: Refunded Expense

Line 15: Other Receipts (Dividends, Interest, etc.)

Group 1: Other Income

• Transaction Types: Other Income

Group 2: Recounts

• Transaction Types: Monetary Contribution, Inkind Contribution
• Election Type: Recount

Group 3: Refunded Contributions

Schedule B

Line 17: Operating Expenditures

Group 1: Standard Expenses

• Transaction Types: Expense, Accrued Expense Payment, Inkind Contributions

Note: Inkind contributions are reported as both contributions and expenses for a net zero cash impact.

Group 2: Accrued Expense Splits

• Transaction Types: Accrued Expense – Splits

Note: Group 2 transactions are reported as a memos when they are paid.

Group 3: Fees to Conduits

• Transaction Types: Monetary Contribution
• Transaction Tag: Conduit – Conduit Check

Note: ISP automatically calculates processing fees based on difference between the splits and the main monetary contribution from the conduit.

Line 18: Transfers to Other Authorized Committees

Group 1: Expenses to Filer

• Transaction Types: Expense
• Entities: Political Committee with relationship with the Filer

Group 2: Reattribution/Redesignation Expenses to Affiliated

• Transaction Types: Expense
• Has Dependent with Tag: Reattribution or Redesignation
• Entities: Political Committee with relationship with the Filer

Note: Group 2 will be reported as memos.

Line 19a: Loan Repayments, Individuals/Persons Other than Political Committees

• Transaction Types: Loan Received Repayment
• Entities: The Candidate

Line 19b: Loan Repayments, Of All Other Loans

• Transaction Types: Loan Received Repayment
• Entities: All entities besides the Candidate

Line 20a: Refunds of Contributions to Individuals/Persons other than Political Committees

• Transaction Types: Refunded Contribution, Inkind Contribution (Reversal)
• Entities: All entities besides Political Committees or the Candidate

Line 20b: Refunds of Contributions to Political Party Committees

• Transaction Types: Refunded Contribution, Inkind Contribution (Reversal)
• Entities: Political Party Committees

Line 20c: Refunds of Contributions to Other Political Committees (such as PACs)

• Transaction Types: Refunded Contribution, Inkind Contribution (Reversal)
• Entities: All Political Committees except Party Committees

Line 21: Other Disbursements

Group 1: Reporting Code “012”

• Transaction Types: Support/Oppose Memos, Non-Monetary Expense, and Expenses
• Reporting Code: 012

Group 2: Recount Disbursement

• Transaction Types: Expense, Accrued Expense Payment
• Election Type: Recount

Group 3: Other Disbursement

• Transaction Types: Expense, Accrued Expense Payment, Loan Made, and Inkind Contribution
• Transaction Tag: Other Disbursement

Schedule C: All Loans Received

Group 1: Loans Received

• Transaction Types: Loan Received
• Financial Account: Not State or Levin

Group 2: Loan Received Guarantees

• Transaction Types: Loan Received Guarantee
• Financial Account: Not State or Levin

Schedule C1: Loans and Lines Of Credit From Lending Institutions

• Transaction Types: Loan Received
• Financial Account: Not State or Levin
• Entities: Financial Institution/Credit Card Issuer

Schedule D: Debts and Obligations

• Transaction Types: Accrued Expense
• Financial Account: Not State or Levin

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