|
To access reports filed by specific candidates and committees, click on one of the links under the
Search Reports menu option. The report search options are:
- Candidates - Please refer to the Registered Filer List for a listing of the candidates
who file with OCPF;
- PACs - This refers to all of the State Political Action Committees and People's
Committees organized with OCPF;
- State Parties - This refers to all of the State Political Party Committees organized in
Massachusetts;
- Local Parties - This refers to all of the Local (Ward, Town and City) Political Party
Committees organized in Massachusetts;
- Ballot Question - This refers to all of the State Ballot Question Committees organized
with OCPF; and
- Segregated Accounts - This refers to all of the Inaugural, Recount and Legal funds
organized on behalf of candidates who file with OCPF.
|
Once you select a filer type from the Search Reports menu option, you can search for a specific report
using one of the following search criteria:
- The Filer's Name:
- Select the filer from a drop down list, or
- Enter the filer's name in the data entry field provided;
- The Filer's CPF ID number (the five-digit identification number assigned by
OCPF);
- The Filer's Office Sought (Candidates only). If you select an office that is
organized by district, such as district attorney or state representative, a second District
drop down list will appear so that you may further narrow your search to a specific
office.
- The Filer's Related Candidate (Segregated Accounts only). You can search for
segregated account reports by:
- Selecting the related candidate's name from a drop down list,
- Entering the related candidate's name in the data entry field provided;
or
- Entering the CPF ID number of either the account or the related candidate in the
data entry field provided.
|
Wildcard Searches / Multiple Matches All of the search criterion text fields support a
wildcard search using "%" (the percent symbol). For example, to search for the report of a
candidate whose name begins with an "S", enter "S%" in the Filer's Name field. In this
example, multiple filers will match the search criterion used. Where multiple matches are found,
a listing of all matches will be displayed. The listing will include CPF ID #, Name and
City/Town information for each filer to assist you in selecting the filer whose report you wish to
view. Click on the name of the filer to see a listing of the filer's reports that are
available for viewing.
|
Depository v. Non-Depository Filers
There are two different groups of candidates and committees that file reports with OCPF. The
filer groups are defined by the reporting system they use:
- Depository Filers
Statewide, county and Governor's Council candidates and committees, state party committees
and mayoral and city council candidates in Boston, Cambridge, Lowell, Springfield and
Worcester.
These candidates and committees arrange for their financial institutions to file monthly reports
listing receipts and expenditures with OCPF. For candidates on the ballot, the frequency
increases to bi-weekly in the last six months of an election year. These candidates and
committees are also responsible for filing year-end summary reports.
- Non-depository Filers
Candidates for the state legislature, political action committees, local party committees, state
ballot question committees and the mayoral candidates in cities with populations of 40,000 to
99,999.
These candidates and committees file directly with OCPF. Legislative candidates and PACs file
reports at least twice a year: a mid-year report covering January 1st through June
30th, and a year-end report covering July 1st through December 31st. In years in which they
are on the ballot, these candidates (and PACs) will file two extra reports: a pre-primary
report and a pre-election report. Local party committees file a year-end report in
off-election years and file three reports: a pre-primary report, a pre-election report and
a year-end report in election years. Ballot question committees file on a slightly different
schedule before and after the election. With the exception of the candidates and committees
noted above, municipal candidates and committees, including local ballot question committees, file
locally based on the dates of their local elections. Those reports are available from local
city or town clerks or election commissions. |
Reports are organized for display on the EFS differently for each type of filer:
- Depository Filers:
The lists of depository filers' reports available for viewing are organized into separate
tabs, by report type:
- Bank Reports - These are the monthly reports filed by the candidate's bank
which detail the expenditure activity in the account;
- Deposit Reports - These are the monthly reports filed by the candidate which
detail the deposit activity in the account;
- Periodic Reports - These are the summary reports filed yearly, or at the opening
or closing of the committee;
- Reimbursements - These are the reports of reimbursements made to third parties
for purchases made on behalf of the committee;
- Credit Cards - These are the reports of payments made to the committee's
merchant provider for purchases made through the committee's credit card account;
and
- Subvendors - These are the reports of third-party payments made by a candidate
or committee's vendors for the provision of goods or services.
- Non-Depository Filers:
Non-depository filers only file periodic reports. These reports are organized into a
single list, chronilogically, newest to oldest.
To view any of the listed reports, click on the date of the report, which is a link to the selected
report page.
|
If you are using the CPF ID number search field and need assistance with a specific CPF ID number,
you can look up a candidate's or committee's CPF ID by using the Registered Filer
List.
|
If you would like to search for candidate reports by legislative district, but do not know your
particular district or the identity of your local senator or representative, you may search for them
by going to:
- The website of the General Court.
The information on the incumbent's General Court page includes the name of his or her district
(e.g., 1st Suffolk or 12th Middlesex). You can then enter the incumbent's name in the
Last Name box or enter the district for all candidates for the seat; or
- The website of the Secretary of the Commonwealth's Elections
Division. Enter the name of your town to see who represents your district. In an election year,
a list of candidates, including non-incumbents, and districts is also available on the ballot as composed by the
Secretary of the Commonwealth.
|
When searching online for the reports of a particular state ballot question committee, PAC, people's committee
or party committee, if you are having difficulty locating a particular report, you should check the Registered
Filer List to make sure the committee is organized with OCPF. If the committee you are searching for is
on the Registered Filer List but no electronic reports are available for viewing, it may be that the committee
has not yet exceeded the electronic filing threshold. (See Required E-Filers.)
You should contact OCPF for more information.
|
The Report Cover Page Toolbar
|
There are four tools available on the Report Cover Page toolbar:
- Export to Excel - You can download a report to a Microsoft Excel spreadsheet for further analysis,
by clicking on the "Export to Excel" button, which is the first button on the toolbar.
- Link to Print Version - This tool exports a report to a printer-friendly page for easier
printing.
- Link to Grouping Charts - This is feature will display report information as charted
data on a separate results page.
- Link to EFS Home Page - This tool will navigate back to the Home Page.
|
The Grouping Charts Page
|
This page is used to display report data as charts for easier visual analysis of the data.
There are two chart types available:
- Pie - This charting option will display the data as a divided circle or "pie." The chart will
express the data as appropriately-sized, color-coded "slices" of the pie, labeled with the percentage of
the total that it represents.
- Bar - This charting option will display the report data sets as bars on a labeled graph.
The chart will express the data as appropriately-sized, color-coded bars that appear on a graph that is
labeled with a dollar amount range that will accomodate the graphed data. For example, if the largest
bar in your record set exceeds $200,000.00, the x-axis of the graph may be labeled from $0 to $250,000.00,
in $50,000 increments, to accomodate the results displayed.
To the right of every chart, a legend will be displayed showing the color of each bar or pie slice, the type of record
set that it represents, the number of records in the record set for that type, in parentheses, and the dollar total of
the record type represented. To see which records are represented by each bar or pie slice, you can click on the
total dollar amount in the legend. A detail window will appear displaying a listing of the records in that record
set. The detail section has a scroll bar for easier viewing and clicking on the push-pin icon in the top right
corner of the detail section will temporarily hide the detail section. You can click on the bars in a bar chart to
also view the detailed listing of the records in that record set, however, you cannot click on the pie chart to view the
detail listing; you must use the legend to view the record sets.
|
Charting the record sets is dynamic. You can choose between the two charting types and can chose how to group the
data multiple times for a single record set. The records in the report can be grouped in different ways for display
on the Grouping Charts page and you can move between grouping types as often as you like. The report data can be
displayed based on any of the following groupings:
- Contributions by City/Town - This is the default display mode. Contributions are grouped by the
city or town from which they were made, based on the contributor's address information provided in filed
campaign finance reports. The records are divided into sets and the top ten results are displayed in
the chart form selected.
- Contributions by Zip Code - Contributions are grouped by the zip code from which they were made, based on the
contributor's address information provided in filed campaign finance reports. The records are divided
into sets and the top ten results are displayed in the chart form selected.
- Contributions by State - Contributions are grouped by the state from which they were made, based on the
contributor's address information provided in filed campaign finance reports. The records are divided
and displayed in two ways:
- In-State / Out-of-State - First, the results are broken down by in-state (MA) and out-of-state (all other
states/regions), based on the contributor's address information provided on filed campaign finance reports.
The information is then displayed in the chart form selected.
- Out-of-State (Detail) - The out-of-state records are then divided into sets representing each state and/or
region and the top ten results are displayed in the chart form selected.
- Contributions by Amount Range - Contributions are grouped in the following dollar ranges:
- Under $50
- $50 - $99.99
- $100 - $199.99
- $200 - $499.99
- $500
- Over $500
- Contributions by Contributor Type - Contributions are grouped by the receipt type provided by the recipient on
filed campaign finance reports and the top ten results are displayed in the chart form selected. Examples
of contributor types include: individuals, (political) committees, unions and associations, candidate loans, and
bank interest.
- Expenditures by City/Town - This is the default display mode. Expenditures are grouped by the
city or town in which they were made, based on the vendor (payee)'s address information provided in filed
campaign finance reports. The records are divided into sets and the top ten results are displayed in
the chart form selected.
- Expenditures by Zip Code - Expenditures are grouped by the zip code in which they were made, based on the
vendor (payee)'s address information provided in filed campaign finance reports. The records are divided
into sets and the top ten results are displayed in the chart form selected.
- Expenditures by Purpose - Expenditures are grouped by the listed purpose for which they were made, based on the
information provided in filed campaign finance reports. The records are divided into sets and the top ten
results are displayed in the chart form selected.
|
| |