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700 Radi 2014 Election SCHEDULE A-2 CALIFORNIA FORM700 POLITICAL PRACTICES COMMISSION Investments, Income, and Assets - Name of Business Entities/Trusts (Ownership Interest is 10% or Greater) Integral Advantage 79405 Hwy 111 Ste 9-318 La Quinta, CA 92253 Address (Business Address Acceptable) Check one ❑ Trust, go to 2 ® Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS Strategic Management FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $0 - $1,999 ❑ $2,000 - $10,000 �_/ 13 � /.13 0 $10,001 - $100,000 ACQUIRED DISPOSED ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT S -Cor ❑ Partnership F] Sole Proprietorship ® p Other YOUR BUSINESS POSITION CEO ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 © $1,001 - $10,000 None Check one box: ❑ INVESTMENT ❑ REAL PROPERTY Name of Business Entity, if Investment, or Assessor's Parcel Number or Street Address of Real Property Description of Business Activity or City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 /� 13 __J__j13 ❑ $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST ❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership ❑ Leasehold E] Other Yrs. remaining ❑ Check box if additional schedules reporting investments or real property are attached b- 1. BUSINESS ENTITY OTRUST R Address (Business Address Acceptable) Check one ❑ 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: ❑ $0 - $1,999 ❑ $2,000 - $10,000 /13 ❑ $10,001 - $100,000 ACQUIRED DISPOSED ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership ❑ Sole Proprietorship ❑ Other YOUR BUSINESS POSITION 11� 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA: SHARE OF -•SS INCOME TO THE ENTITY/TRUST) ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 ❑ $1,001 - $10,000 10 3. LIST THE NAMEOF EACH REPORTABLE• OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) None 11� 4. INVESTMENTS • INTERESTS IN REAL PROPERTY• LEASED BY THE BUSINESS ENTITY • TRUST - Check one box: ❑ INVESTMENT ❑ REAL PROPERTY Name of Business Entity, if Investment, or Assessor's Parcel Number or Street Address of Real Property Description of Business Activity or City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 /13 /13 ❑ $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST ❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership ❑ Leasehold ❑ Other Yrs. remaining ❑ Check box if additional schedules reporting investments or real property are attached Comments' FPPC Form 700 (2013/2014) 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 774065007-4 CITY La Quinta FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $10o,000 -J-/ 13 --j__j13 $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OFINTEREST 0 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 Tamara Fischer ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 774252016-0 CITY La Quinta FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 13 ___/__j_13 m $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST ® Ownership/Deed of Trust ❑ Easement ❑ Leasehold ❑ Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000 ® $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 Garin Wolf * 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* N/A ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) ❑ None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable Comments: NAME OF LENDER" N/A ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) -210 ❑ None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable FPPC Form 700 (2013/2014) Sch. B FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov i SCHEDULE B Interests in Real Property (Including Rental Income) ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 773325005-8 CITY La Quinta FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 F1$10,001 - $100,000 V] $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST V Ownership/Deed of Trust ❑ Easement ❑ Leasehold ❑ Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED El so - $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 Ian Brown ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 773282008-9 CITY La Quinta FAIR MARKET VALUE $2,000 - $10,000 ❑ $10,001 - $100,000 $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INTEREST Z Ownership/Deed of Trust ❑ Leasehold Yrs. remaining IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED ❑ ,Easement x IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $500 - $1;000 ❑ $1,001 - $10,000 V] $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 Adams & Francisco Aleman You -are not -required to report loans -from -commercial °lending institutions made -in-the -lender's regular -course &- 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" N/A ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) ❑ None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $1o,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable Comments: NAME OF LENDER* N/A ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (MonthslYears) ❑ None HIGHEST BALANCE DURING REPORTING PERIOD 0 $500 - $1,000 ❑ $1,001 $10,000 $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable FPPC Form 700 (2013/2014) Sch. B FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free -Helpline: 866/275-3772 www.fppc.ca.gov i SCHEDULE B Interests in Real Property (Including Rental Income) ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 5087018032 CITY Los Angeles FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 -/-/ 13 --/___/_13 ❑ $100,001 - $1,000,000 ACQUIRED DISPOSED © Over $1,000,000 NATURE OF INTEREST ® Ownership/Deed of Trust ❑ Easement ❑ Leasehold ❑ Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑✓ $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 Marcy Kelly ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 774213032-3 CITY La Quinta FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 Z $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INTEREST Ownership/Deed of Trust ❑ Leasehold Yrs. remaining IF APPLICABLE, LIST DATE: t../ 13 ACQUIRED DISPOSED ❑ Easement Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $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 * 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* NAME OF LENDER* N/A ADDRESS (Business Address Acceptable) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) ❑ None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable Comments: BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) ❑ None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable FPPC Form 700 (2013/2014) Sch. B FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME Pepperdine University ADDRESS (Business Address Acceptable) 6100 Center Drive, Los Angeles, CA 90045 BUSINESS ACTIVITY, IF ANY, OF SOURCE Executive Outreach and Corporate Liaison YOUR BUSINESS POSITION Ambassador/Adviser GROSS INCOME RECEIVED $500 - $1,000 EJ $1,001 - $10,000 Q $10,001 - $100,000 F1 OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Q Salary E] Spouse's or registered domestic partner's income n Loan repayment ❑ Partnership ❑ Sale of (Real property, car, boat, etc.) Commission or F1 Rental Income, list each source of $10,000 or more Other (Describe) NAME OF SOURCE OF INCOME Education Management Corporation ADDRESS (Business Address Acceptable) 210 Sixth Avenue 33rd Floor Pittsburgh, PA 15222 BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION Professor GROSS INCOME RECEIVED $500 - $1,000 $1,001 - $10,000 m $10,001 - $100,000 OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary n Spouse's or registered domestic partner's income Loan repayment ❑ Partnership ❑ Sale of (Real property, car, boat, etc.) E] Commission or n Rental Income, list each source of $10,000 or more ❑ Other (Describe) 10- 2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD * You are not required to report loans from commercial lending institutions, or any indebtedness created as part of a retail installment or credit card transaction, 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" ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 EJ $1,001 - $10,000 El $10,001 - $100,000 F] OVER $100,000 Comments: INTEREST RATE TERM (Months/Years) % n None SECURITY FOR LOAN ❑ None F1 Personal residence Real Property Street address City ❑ Guarantor Other (Describe) FPPC Form 700 (2013/2014) Sch. C FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME China US Strategic Ventures ADDRESS (Business Address Acceptable) 1029 Vermont Ave NW, 7F BUSINESS ACTIVITY, IF ANY, OF SOURCE Washington, DC 20005 YOUR BUSINESS POSITION President GROSS INCOME RECEIVED ❑ $500 - $1,000 ❑ $1,001 - $10,000 0 $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑✓ Salary ❑ Spouse's or registered domestic partner's income ❑ Loan repayment ❑ Partnership ❑ Sale of (Real property, car, boat, etc.) ❑ Commission or ❑ Rental Income, list each source of $10,000 or more ❑ Other (Describe) NAME OF SOURCE OF INCOME ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary ❑ Spouse's or registered domestic partner's income ❑ Loan repayment ❑ Partnership (Real property, car, boat, etc.) ❑ Commission or ❑ Rental Income, list each source of $10,000 or more ❑ Other (Describe) Ow 2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD * You are not required to report loans from commercial lending institutions, or any indebtedness created as part of a retail installment or credit card transaction, 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` ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 Comments: INTEREST RATE TERM (Months/Years) % ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property ❑ Guarantor ❑ Other Street address City (Describe) FPPC Form 700 (2013/2014) Sch. C FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov SCHEDULE D Income — Gifts ► NAME OF SOURCE (Not an Acronym) Mike Davis ADDRESS (Business Address Acceptable) 54785 Avenida Rubio La Quinta CA 92253 BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) 03 / 15 / 14 $ 75.00 Indian Wells Tennis $ Tourmament $ ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) —/—/ $ $ ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) $ $ Comments: ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) $ ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) —/—/— $ ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) _(__J— $ —/_/— $ _J—�— $ FPPC Form 700 (2013/2014) Sch. D FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov SCHEDULE E Income — Gifts Travel Payments, Advances, and Reimbursements • Mark either the gift or income box. • Mark the "501(c)(3)" box for a travel payment received from a nonprofit 501(c)(3) organization or the "Speech" box if you made a speech or participated in a panel. These payments are not subject to the $440 gift limit, but may result in a disqualifying conflict of interest. ► NAME OF SOURCE (Not an Acronym) Taylor Realty Advisor ADDRESS (Business Address Acceptable) 5052 S Jones Blvs CITY AND STATE Las Vegas, NV 89118 BUSINESS ACTIVITY, IF ANY, OF SOURCE ❑ 501 (c)(3) Chair - Advisory Board DATE(S): —1_—J - _J_/_ AMT: $ 2,500'00 (if gift) TYPE OF PAYMENT: (must check one) ❑ Gift m Income ❑ Made a Speech/Participated in a Panel Other - Provide Description Chair Advisory Board Received travel and accommodation ► NAME OF SOURCE (Not an Acronym) Walley Park ADDRESS (Business Address Acceptable) 9700 Bellanca Ave CITY AND STATE Los Angeles, CA 90045 BUSINESS ACTIVITY, IF ANY, OF SOURCE ❑ 501 (c)(3) DATE(S): - _/__J_ AMT: $ 300.00 (if 9#) TYPE OF PAYMENT: (must check one) ❑ Gift ❑ Income ❑ Made a Speech/Participated in a Panel Other - Provide Description Advisor to the president Received short and long term parking Comments: No. NAME OF SOURCE (Not an Acronym) China US Strategic Ventures ADDRESS (Business Address Acceptable) 1029 Vermont Ave NW, 7F CITY AND STATE Washington, DC 20005 BUSINESS ACTIVITY, IF ANY, OF SOURCE ❑ 501 (c)(3) Member - Advisory Board DATE(S): AMT: $ 1,500.00 (if gift) TYPE OF PAYMENT: (must check one) ❑ Gift Income ❑ Made a Speech/Participated in a Panel ❑ Other - Provide Description Received accommodation and travel ► NAME OF SOURCE (Not an Acronym) Scholarship America - CA Board ADDRESS (Business Address Acceptable) 1550 American Blvd Ste 155 CITY AND STATE Minneapolis, MN 55423 BUSINESS ACTIVITY, IF ANY, OF SOURCE ❑ 501 (c)(3) Executive Board Member DATE(S): AMT: $ 200.00 (/f gift) TYPE OF PAYMENT: (must check one) ❑ Gift Income ❑ Made a Speech/Participated in a Panel ® Other - Provide Description Received Parking Validation at 333 Hope St Los Angeles, CA 90071 for each Board meeting FPPC Form 700 (2013/2014) Sch. E FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov