700: Colgan (NBS) Assuming Office 12/03/2018Please type or print in ink.
NAME OF FILER (LAST) COLGAN
1. Office, Agency, or Court
STATEMENT OF ECONOMIC INTERESTS
COVER PAGE
(FIRST) JOSEPH
Date Initial Filing Received
Official Use Only
(MIDDLE)
Agency Name (Do not use acronyms)
CITY OF LA QUINTA CONSULTANT - IMPACT FEE STUDY
Division, Board, Department, District, if applicable
Your Position
► If filing for multiple positions, list below or on an attachment. (Do not use acronyms)
Agency:
2. Jurisdiction of Office (check at least one box)
❑ State
❑ Multi -County
X City of LA QUINTA
3. Type of Statement (check at least one box)
❑ Annual: The period covered is January 1, 2017, through
December 31, 2017.
-or-
The period covered is I I through
December 31, 2017.
❑ Assuming Office: Date assumed 12
❑ Candidate: Date of Election
Position:
❑ Judge or Court Commissioner (Statewide Jurisdiction)
❑ County of
❑ Other
❑ Leaving Office: Date Left I
(Check one)
O The period covered is January 1, 2017, through the date of
-or-
leaving office.
O The period covered is I I 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: 'Y
Schedules atfached
j Schedule A-1 - Investments — schedule attached
® Schedule A-2 - Investments — schedule attached
❑ Schedule 6 - Real Property — schedule attached
-or-
[I None - No reportable interests on any schedule
® Schedule C - Income, Loans, & Business Positions — schedule attached
❑ Schedule D - Income — Gilts — schedule attached
❑ Schedule E - Income — Gifts — Travel Payments — schedule attached
5. Verification
MAJUNG ADDRESS STREET CITY STATE ZIP CODE
(Business or Agency Address Recommended - PuW Dw m Q
308 EL CAMINO AVENUE, SUITE 300-212, SACRAMENTO, CA 95821
DAYTIME TELEPHONE NUMBER E-MAIL ADDRESS
(016 ) 205-2446 joe@colgan-consuiting.com
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 California that the foregoing is true and forrectA
Date Signed
(month, day, year)
Signature
originary 99ned slatenw? P4 yw ON of W.)
FPPC Form 700(2017/2018)
FPPC Advice Email: advice@fppc.ca.gov
FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov
SCHEDULE A-1 CALIFORNIA _
Investments FAIR POLITICAL
Stocks, Bonds, and Other Interests Name
(Ownership Interest is Less Than 10%)
Do not attach brokerage or financial statements.
► NAME OF BUSINESS ENTITY
Berry Global Group, Inc
GENERAL DESCRIPTION OF THIS BUSINESS
Plastics Manufacturer
FAIR MARKET VALUE
IX $2,000 - $10,000 ❑ $10,001 - $100,000
❑ $100,001 - $1,000.000 ❑ Over $1,000,000
NATURE OF INVESTMENT
® Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
04/ 15 1 1718 1 17
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
❑ $2,000 - $10.000 ❑ $10,001 - $100,000
❑ $100,001 - $1.000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule Q
IF APPLICABLE, LIST DATE:
1. /. 17 j 17
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other . �.
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
__J---j 17 17
ACQUIRED DISPOSED
Comments:
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑ $10,001 - $100-000
❑ $100.001 - $1,000.000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
� 1 17 1, 1 17
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule Q
IF APPLICABLE, LIST DATE:
�/17 ) )17
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
❑ $2,000 - $10.000 ❑ $10,0o1 - $100,000
❑ $1DQ001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
J17 1. /17
ACQUIRED DISPOSED
FPPC Form 700 (2017/2018) Sch. A-1
FPPC Advice Email: advice@fppc.ca.gov
FPPC Tall -Free Helpline: 866/275-3772 www.fppc.ca.gov
SCHEDULE A-2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
m- 1. BUSINESS ENTITY • TRUST
-
Colgan Consulting Corporation
Name
3308 El Camino Ave., Suite 300-212, Sacramento C.
Address (Business Address Acceptable) 95821
Check one
❑ Trust, go to 2 ❑ Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
Impact Fee Consultant
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $0 - $1,999
® $2,000 - $10,000 05 j24j 2004 __j_ 17
❑ $10,001 - $100,000 ACQUIRED DISPOSED
❑ $100,001 - $1,000,000
❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Partnership ❑ Sale Proprietorship N] Corporation
rner
YOUR BUSINESS POSITION President
SHARE OF -•SS INCOME TO THE ENTITY�TRUST)
❑ $0 - $499 ® $10,001 - $100,000
❑ $500 - $1,000 ❑ OVER $100,000
❑ $1,001 - $10,000
P- 3- LIST THE NAME OF -•
INCOMEOF 11 OR MORE
❑ None or ® Names listed below
City of Madera
P- 4. INVESTMENTS AND INTERESTS IN REAL PROPERT Y HELD •-
LEASED BY THE BUSINESS ENTITY . TRUST
-
Chock 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
❑ $100,001 - $1,000,000 ACQUIRED DISPOSED
❑ Over $1,000,000
NATURE OFINTEREST
❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership
❑ Leasehold ❑ Other
Yrs. remaining
❑ Check box if additional schedules reporting investments or real property
are attached
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
11� 1. BUSINESS ENTITY OR TRUST
Name
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
j] $2,000 - $10,000 77
❑ $10,001 - $100,000 ACQUIRED DISPOSED
❑ $100.00, - $1,000,000
❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Partnership ❑ Sole Proprietorship ❑
her
YOUR BUSINESS POSITION
SHARE OF -•SS INCOME TO THE ENTITYITRUST)
❑ $0 - $499 ❑ $10,001 - $100,000
❑ $Soo - $1,000 ❑ OVER $100,000
❑ $1,001 - $10,000
1- 3, LIST THE NAME OF •■RTABLE SINGLE SOURCE OF
INCOME OF SIC 000 OR MORE
❑ None or ❑ Names listed below
0, 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY • •-
LEASED BY THE BUSINESS ENTITY . TRUST
-
ChX* one txxr:
❑ 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 17 __j___I17
❑ $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 (2017/2018) Sch. A-2
- FPPC Advice Email: advice@fppc.ca.gov
FPPCToll-Free Helpline: 866/275-3772 wwwJppc.ca.gov
SCHEDULE C
Income, Loans, & Business
Positions
(Other than Gifts and Travel Payments)
NAME OF SOURCE OF INCOME
Colgan Consulting Corporation
ADDRESS (Business Address Acceptable)
3308 El Camino Ave. Suite 300-212, Sacramento,
BUSINESS ACTIVITY, IF ANY, OF SOURCE CA 95821
Consulting
YOUR BUSINESS POSITION
President
GROSS INCOME RECEIVED ❑ No Income - Business Position Only
❑ $500 - $1,000 ❑ $1,001 - $10,0oo
$10,001 - $100,o0o ❑ OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
JK] Salary ❑ Spouse's or registered domestic partner's income
(For self-employed use Schedule A-2.)
❑ Partnership (Less than 10% ownership. For 10% or greater use
Schedule A-2.)
❑ Sale of
❑ Loan repayment
❑ Commission or
(Real pmpedy, car, boat, etc.)
❑ Rental Income, list each source of S10,000 or more
(Desritbe)
Name
NAME OF SOURCE OF INCOME
CRM Architects
ADDRESS (Business Address Acceptable)
5800 Stanford Ranch Road, Suite 720, Rocklin, CA
BUSINESS ACTIVITY, IF ANY, OF SOURCE 95765
Architecture/Planning
YOUR BUSINESS POSITION
Researcher
GROSS INCOME RECEIVED ❑ No Income - Business Position Only
❑ $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
(For self-employed use Schedule A-2.)
❑ Partnership (Less than 10% ownership. For 10% or greater use
Schedule A-2.)
❑ Sale of
❑ Loan repayment
❑ Commission or
(Real property, car, boat, etc.)
❑ Rental Income, list each source of S10,000 or more
(Describe)
❑Other Other .
❑ (Describe) (Describe)
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 (MonthsNears)
% ❑ None
SECURITY FOR LOAN
❑ None ❑ Personal residence
❑ Real Property
❑ Guarantor
❑ Other
Street address
city
(Describe)
FPPC Form 700 (2017/2018) Sch. C
FPPC Advice Email: advice@fppc.ca.gov
FPPC Toll -Free Relpline: 866/275-3772 www.fppc.ca.gov