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700: Jonasson - 2016 from 01/01 - 12/31CALIFORNIA FORM 700 ZAIS POY LIT -AY RALjIGE5 cor;1r nssIo 1 A PUBLIC DOCUMENT Please type or print in ink. STATEMENT OF ECONOMIC INTERESTS COVER PAGE RECEIVED ate lnitiar Received Official Use Only MAR 2 3 2017 CITY OF LA aUINTA ENT NAME OF FILER (LAST) Jonasson (FIRST) Timothy Robert 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of La Quinta Division, Board, Department, District, if applicable Your Position Director of Design and Development/City Engineer ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: CVAG - TTAS Position: Board Member 2. Jurisdiction of Office (Check at /east one box) ❑ State ❑ Multi -County ❑� City of ❑ Judge or Court Commissioner (Statewide Jurisdiction) ❑ County of ❑ Other 3. Type of Statement (Check at least one box) ❑ Annual: The period covered is January 1, 2016, through December 31, 2016. -or- The period covered is /__./ through December 31, 2016. ❑ Assuming Office: Date assumed ❑ Candidate: Election year ❑ Leaving Office: Date Left (Check one) O The period covered is January 1, 2016, through the date of leaving office. -or- O The period covered is , through the date of leaving office. and office sought, if different than Part 1 4. Schedule Summary (must complete) ► Total number of pages including this cover page - Schedules attached ❑ Schedule A-1 - Investments — schedule attached ❑� Schedule A-2 - Investments — schedule attached ❑� Schedule B - Real Property — schedule attached -or- ▪ None - No reportable interests on any schedule 3 ❑ Schedule C - Income, Loans, & Business Positions — schedule attached ['Schedule D - Income — Gifts — schedule attached ❑ Schedule E - Income — Gifts — Travel Payments — schedule attached 5. Verification MAILING ADDRESS STREET (Business or Agency Address Recommended - Public Document) 78495 Calle Tampico CITY La Quinta STATE ZIP CODE CA 92253 DAYTIME TELEPHONE NUMBER ( 760 ) 777-7042 E VAIL ADDRESS tjonasson@la-quinta.org I have used all reasonable diligence in preparing this statement, I have reviewed this statement and to the best of my knowledge the information contained herein and in any attached schedules is true and complete. I acknowledge this is a public document. I certify under penalty of perjury under the laws of the State of Califomia that the foregoing is true and correct. Date Signed 03/21/2017 Signature (month, day, year) 'l//; Cy u arigindlry signed statement with your fling official.) FPPC Form 700 (2016/2017) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov 1 1, BUSINESS ENTITY OR TRUST Jonasson Family Trust SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) Name 79755 Declaration Ct, La Quinta, CA 92253 Address (Business Address Acceptable) Check one E Trust, go to 2 ❑ Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE IF APPLICABLE, LIST DATE: 1 1 $0 - $1,999 • $2,000 - $10,000 /_/ 16 /_ 16 • $10,001 - $100,000 ACQUIRED DISPOSED • $100,001 - $1,000,000 IS Over $1,000,000 NATURE OF INVESTMENT U Partnership • Sole Proprietorship • YOUR BUSINESS POSITION Diner YOUR BUSINESS POSITION Member ► 2. IDENTIFY THE GROSS INCOME RECEIVED 'INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST] la $0 - $499 • $10,001 - $100,000 • $500 - $1,000 • OVER $100,000 • $1,001 - $10,000 ► 3. LIST THE NAME OF EACI4 REPORTABLE SINGLE SOURCE OF INCOME OF 510,000 OR MORE .au,u:, s..•,.,:d• r_„r . . •.s,,,.• • None or [] Names listed below ► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST Check one box 0 INVESTMENT • REAL PROPERTY Jono Investments LLC Name of Business Entity, if Investment, or Assessor's Parcel Number or Street Address of Real Property 79755 Declaration Ct, La Quinta, CA 92253 Description of Business Activity g City or Other Precise Location of Real Property FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 / 16 _/ / 16 0 $100,001 - $1,000,000 ACQUIRED DISPOSED 0 Over $1,000,000 NATURE OF INTEREST ❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership 0 Other Owner IF APPLICABLE, LIST DATE: ❑ Leasehold Yrs.. remaining ❑ Check box if additional schedules reporting investments or real property are attached Comments. CALIFORNIA FORM 700 FAIR POLITICAL ? RACTICES COMMISSION Name Timothy R Jonasson 1. BUSINESS ENTITY OR TRUST Jono Investments LLC Name 79755 Declaration Ct, La Quinta, CA 92253 Address (Business Address Acceptable) Check one 0 Trust, go to 2 Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS Real Estate FAIR MARKET VALUE IF APPLICABLE, LIST DATE: • $0 - $1,999 III $2,000 - $10,000 /_J 16 _J__J 16 • $10,001 - $100,000 ACQUIRED DISPOSED L $100,001 - $1,000,000 • Over $1,000,000 NATURE OF INVESTMENT LLC 1 Partnership • Sole Proprietorship 0 Diner YOUR BUSINESS POSITION Member 2. IDENTIFY THE GROSS INCOME RECEIVED 'INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUSTI • $0 - $499 1 $10,001 - $100,000 • $500 - $1,000 • OVER $100,000 • $1,001 - $10,000 I. 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE 041Jrn a sanurain sun,, if nwbeeu, w,1 0 None or • Names listed below See Schedule B. ► 4, INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST Check one box. • INVESTMENT 0 REAL PROPERTY See Schedule B. Name of Business Entity, if Investment, g Assessor's Parcel Number or Street Address of Real Property Description of Business Adivity g City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: 0 $2,000 - $10,000 [j $100,o00 1_,/ 16 _/_/ 16 $113,001 - . Q $100,001 - $1,000,000 ACQUIRED DISPOSED • Over $1,000,000 NATURE OF INTEREST • Property Ownership/Deed of Trust II Stock II Partnership II Leasehold • Other Yrs [E:,niPlnm3l IIS Check box if additional schedules reporting investments or real property are attached FPPC Form 700 (2016/2017) Sch. A-2 FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov SCHEDULE B Interests in Real Property (Including Rental Income) ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 52950 Avenida Carranza CITY La Quinta FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 Q $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INTEREST Q Ownership/Deed of Trust IF APPLICABLE, LIST DATE: ❑ Leasehold Yrs. remaining Other 16 / /16 ACQUIRED DISPOSED ❑ Easement IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000 Q $10,001 - $100,000 ❑ OVER $100,000 SOURCES OF RENTAL INCOME: If you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more. 0 None John Hamren CALIFORNIA FORM 700 FAIR POLITICA, PRACTICES ,'OMMISSION Name Timothy R Jonasson ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 52905 Avenida Martinez CITY La Quinta FAIR MARKET VALUE ❑ $2,000 - $10,000 0 $10,001 - $100,000 Q $100,001 - $1,000,000 ❑ Over $1,000,000 IF APPLICABLE, LIST DATE: 16 / / 16 ACQUIRED DISPOSED NATURE OF INTEREST Q Ownership/Deed of Trust ❑ Easement ❑ Leasehold Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000 Q $10,001 - $100,000 ❑ OVER $100,000 SOURCES OF RENTAL INCOME: If you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more. ❑ None Austin and Carmen Wasserman * You are not required to report loans from commercial lending institutions made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows: NAME OF LENDER* Bank of America ADDRESS (Business Address Acceptable) PO Box 60456, Los Angeles, CA 90060-0456 BUSINESS ACTIVITY, IF ANY, OF LENDER Home Mortgages and Banking INTEREST RATE TERM (Months/Years) 4.5%❑ None 30 years HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 Q OVER $100,000 ❑ Guarantor, if applicable Comments - NAME OF LENDER* Ditech ADDRESS (Business Address Acceptable) PO Box 7169 Pasadena, CA 91109-7169 BUSINESS ACTIVITY, IF ANY, OF LENDER Home Mortgages INTEREST RATE 4.5 % 0 None TERM (Months/Years) 30 years HIGHEST BALANCE DURING REPORTING PERIOD 0 $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 0 OVER $100,000 ❑ Guarantor, if applicable FPPC Form 700 (2016/2017) Sch. B FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov