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700: Jonasson - 2015 from 01/01 - 12/31CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION A PUBLIC DOCUMENT Please type or print in ink. STATEMENT OF ECONOMIC INTERESIES/EC CIT; C.E K'S OFFICE NAME OF FILER (LAST) Jonasson 1. Office, Agency, or Court COVER PAGE Date Initial Filing Received Official Use Only FFP 99P�-r. 3-t . 3 . co (FIRST) (MIDDLE) Timothy CITY OF LA SMO i A (=Pi! IFORNIA Agency Name (Do not use acronyms) City of La Quinta Division, Board, Department, District, if applicable Your Position Public Works Director/City Engineer ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: CVAG Position. Board Member 2. Jurisdiction of Office (Check at least one box) ❑ State ❑ Multi -County [11 City of La Quinta ❑ Judge or Court Commissioner (Statewide Jurisdiction) ['County of © Other Riverside County 3. Type of Statement. (Check at least one box) © Annual: The period covered is January 1, 2015, through December 31, 2015. The period covered is through December 31, 2015. ❑ Assuming Office: Date assumed -or- 1=1 Candidate: Election year ❑ Leaving Office: Date Left _/_/ (Check one) O The period covered is January 1, 2015, 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 chedule;Summary°'(must; complete edules attached • Schedule A1; .'Investments•- schedu)e-attached . Schedule A-2 - Investments - schedule attached, ;`Schedule B - Real Property._; schedule attached ►` Total number of pages including, this cover page: one: o reportableinterests-, on: `any schedule Schedule C • Income, Loans;:=& Business.Positions`—schedule` attache Schedule'D,-;Income - Pitts =,schedule attached. Schedule E :Income=:'Gifts:= Travel;Payments=;scheduleattached 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-MAIL 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 California that the foregoing is true and correct. Date Signed 02/29/2016 (month, day, year) (File the ori rinali signed st- with your filing official.) FPPC Form 700 (2015/2016) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -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) I. 1. BUSINESS ENTITY OR TRUST Jonasson Family Trust Name 79755 Declaration Ct, 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 FAIR MARKET VALUE IF APPLICABLE, LIST DATE: • $0 - $1,999 • $2,000 - $10,000 15 /____/ 15 __J_/ • $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 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) ► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) FA • • $0 - $499 $500 - $1,000 $1,001 - $10,000 • $10,001 - $100,000 • OVER $100,000 ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) • None or • Names listed below 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST Check • See one box: INVESTMENT IJ REAL PROPERTY Schedule B. ► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST Check (�4 Jono one box: INVESTMENT • REAL PROPERTY Investments LLC Name Assessor's 79755 of Business Entity, if Investment, gL Parcel Number or Street Address of Real Property Declaration Ct, La Quinta, CA 92253. Description City FAIR • • of Business Activity g,( or Other Precise Location of Real Property MARKET VALUE IF APPLICABLE, LIST DATE: $2,000 - $10,000 $10,001 - $100,000 / / 15 / / 15 FA • NATURE • • $100,001- $1,000,000 Over $1,000,000 OF INTEREST Property Ownership/Deed of Trust Leasehold ' Other ACQUIRED • Stock Woner DISPOSED • Partnership n Yrs. remaining Check box if additional schedules reporting investments or real property are attached Comments. CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES 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 ' ❑ 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 ■$2,000 - $10,000 /i3_. / 15 • $10,001 - $100,000 ACQUIRED DISPOSED FA $100,001 - $1,000,000 • Over $1,000,000 NATURE OF INVESTMENT LLC • Partnership • Sole Proprietorship I!4 Other YOUR BUSINESS POSITION Member 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) • • • $0 - $499 $500 - $1,000 $1,001 - $10,000 ri $10,001 - $100,000 • OVER $100,000 • See 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) None or • Names listed below Schedule B. 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST Check • See one box: INVESTMENT IJ REAL PROPERTY Schedule B. Name Assessor's of Business Entity, if Investment, gL Parcel Number or Street Address of Real Property Description City FAIR • • of Business Activity g2 or Other Precise Location of Real Property MARKET VALUE IF APPLICABLE, LIST DATE: $2,000 - $10,000 $10,001 - $100,000 / / 15 / / 15 • • NATURE • • $100,001 - $1,000,000 Over $1,000,000 OF INTEREST Property Ownership/Deed of Trust Leasehold • Other ACQUIRED • Stock DISPOSED • Partnership • Yrs. remaining Check box if additional schedules reporting investments or real property are attached FPPC Form 700 (2015/2016) 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 IF APPLICABLE, LIST DATE: • $2,000 - 510,000 • $10,001 - $100,000 /.-/ 15 _/. / 15 rq 5100,001 - $1,000,000 ACQUIRED DISPOSED • Over $1,000,000 NATURE OF INTEREST R Ownership/Deed of Trust • Easement • Leasehold Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED • $0 - $499 • $500 - $1,000 • 51,001 - $10,000 • 510,001 - $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 John Hamren CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Timothy R Jonasson ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 52905 Avenida Martinez CITY La Quinta FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,0o1 - sioo,000 05100,001 - 51,000,000 0 Over $1,000,000 NATURE OF INTEREST © Ownership/Deed of Trust p Leasehold0 IF APPLICABLE, LIST DATE: 15 / /15 ACQUIRED DISPOSED ❑ Easement Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED 0 $0 - $499 ❑ $500 - $1,000 0 $1,001 - $10,000 0 $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' Bank of America ADDRESS (Business Address Acceptable) PO Box 60456, Los Angeles, CA 90060-0456 BUSINESS ACTIVITY, IF ANY, OF LENDER Home Mortgages & Banking INTEREST RATE TERM (Months/Years) 5 % ❑ None 30 Years HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 0 51,001 - $10,000 ❑ $10,001 - $100,000 © OVER $100,000 ❑ Guarantor, if applicable 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 TERM (Months/Years) 5 Bio 0 None 30.Years HIGHEST BALANCE DURING REPORTING PERIOD 0 $500.- $1,000 0 $10,001 - $100,000 ❑ Guarantor, if applicable 0 $1,001 - $10,000 OVER $100,000 Comments' FPPC Form 700 (2015/2016) Sch. B FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov SCHEDULE D Income — Gifts 0- NAME OF SOURCE (Not an Acronym) Southern California Gas ADDRESS (Business Address Acceptable) 155 S G St. San Bernardino, CA BUSINESS ACTIVITY, IF ANY, OF SOURCE Utility DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) $ 04 24 15 125.00 Green Fee & Lunch $ _1_1 $ ____I_ 10 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) $ _l_l_ $ _1_1 10 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) I_$ _I $ 1 1 ,t CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Timothy R Jonasson 0. 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) $ _l__J $ ___I_1 $ ____I_ 10 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) _1_1 , 1_J $ 10 NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/ddlyy) VALUE DESCRIPTION OF GIFT(S) /____/ _1_1 _1_1 Fund raiser golf tournament for American Public Works Association. Comments FPPC Form 700 (2015/2016) Sch. D FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov