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700 Keyser Marston Associates, Inc (Engstrom) 2024STATEMENT OF ECONOMIC INTERESTS Dat l4itFiling fficial Use Only COVER PAGE AUG 11 6 2024 A PUBLIC DOCUMENT Please type or print in ink. CITY OF LA QUINTA NAME OF FILER (LAST) (FIRST) (MIDDLE) Engstrom Kevin E 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of La Quinta CONSULTANT Division, Board, Department, District, if applicable Your Position P. 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 ❑■ City of La Quinta 3. Type of Statement (Check at least one box) 0 Annual: The period covered is January 1, 2023, through December 31, 2023. -or- The period covered is December 31, 2023. ❑ Assuming Office: Date assumed ❑ Candidate: Date of Election Position: ❑ Judge, Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction) ❑ County of ❑ Other ❑ Leaving Office: Date Left —J I (Check one circle.) through ❑ The period covered is January 1, 2023, through the date -or- of leaving office. _ ❑ The period covered is I I through the date of leaving office. and office sought, if different than Part 1: Schedule Summary (required) ► Total number of pages including this cover page: 3 Schedules attached ❑■ Schedule A-1 - Investments – schedule attached ❑■ Schedule C - Income, Loans, & Business Positions – schedule attached ❑ Schedule A-2 - Investments – schedule attached ❑ Schedule D - Income – Gifts – schedule attached ❑ Schedule B - Real Property – schedule attached ❑ Schedule E - Income – Gifts – Travel Payments – schedule attached -or- ❑ None - No reportable interests on any schedule 5. Verification MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or Agency Address Recommended - Public Document) 777 S. Figueroa St., Suite 2555 Los Angeles CA 90017 DAYTIME TELEPHONE NUMBER 1 EMAIL ADDRESS ( 714 ) 526.0444 .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 correct. Date Signed 8/16/2024 g Kevin Engstrom Digitally signed by Kevin Engstrom signature 9 Date: 2024.08.16 15:23:19 -07'00' (month, day, year) (File the originally signed paper statement with your filing official.) FPPC Form 700 - Cover Page (2023/2024) advice@fppc.ca.gov - 866-275-3772 - www.fppc.ca.gov Page - 5 SCHEDULE A-1 CALIFORNIA _ m 700 Investments FAIR POLITICAL PRACTICES COMMISSION Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 10%) Investments must be itemized. KEVIN E . ENGSTROM Do not attach brokerage or financial statements. ► NAME OF BUSINESS ENTITY Keyser Marston Associates, Inc. GENERAL DESCRIPTION OF THIS BUSINESS Real Estate Advisory Services 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 ❑ Income Received of $0 - $499 ❑ Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: //23 /23 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 �NA�TURE OF INVESTMENT I 1 Stock ❑ Other (Describe) ❑ Partnership ❑ Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: //23 1123 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 escn e ❑ Partnership ❑ Income Received of $0 - $499 ❑ Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / /23 1/23 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 ❑ Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: _ 1 /23 1 /23 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 ❑ Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / /23 1 /23 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 ❑ Income Received of $0 - $499 ❑ Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 1/23 /— /23 ACQUIRED DISPOSED FPPC Form 700 - Schedule A-1 (2023/2024) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 7 SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME Keyser Marston Associates, Inc. ADDRESS (Business Address Acceptable) 777 S. Figueroa, Suite 2555, Los Angeles CA 90017 BUSINESS ACTIVITY, IF ANY, OF SOURCE Real Estate Advisory Services YOUR BUSINESS POSITION Vice President 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 (Real property, car, boat, etc.) ❑ Loan repayment ❑ Commission or ❑ Rental Income, list each source of $10,000 or more (Describe) ❑ Other Name KEVIN E. ENGRSTROM NAME OF SOURCE OF INCOME ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION 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 (Real property, car, boat, etc.) ❑ Loan repayment ❑ Commission or ❑ Rental Income, list each source or $10,000 or more (Describe) ❑ Other (Describe) I I (Descnbe) 1- 2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD * You are not required to report loans from a commercial lending institution, 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 INTEREST RATE TERM (MonthsiYears) % ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ Guarantor ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ Other — Comments: Street address city (Describe) FPPC Form 700 - Schedule C (2023/2024) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page -13