700 Pena 2024CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Please type or print in ink.
STATEMENT OF ECONOMIC INTERESTS
COVER PAGE
A PUBLIC DOCUMENT
NAME OF FILER (LAST)
Date Initial Filing Received
Filing Official Use Only
Filed Date: 03/31/2025 02:55 PM
SAN: FPPC
(FIRST) (MIDDLE)
Pena John
1. Office, Agency, or Court
Agency Name (Do not use acronyms)
City of La Quinta
Division, Board, Department, District, if applicable Your Position
City/Town Council Member
► If filing for multiple positions, list below or on an attachment. (Do not use acronyms)
Agency: SEE ATTACHED LIST Position
2. Jurisdiction of Office (Check at least one box)
❑ State
❑ Multi -County
❑x City of La Quinta
❑ Judge, Retired Judge, Pro Tem Judge, or Court Commissioner
(Statewide Jurisdiction)
❑ County of
❑ Other
3. Type of Statement (Check at least one box)
❑x Annual: The period covered is January 1, 2024, through
December 31, 2024.
-or-
The period covered is / / , through
December 31, 2024.
❑ Assuming Office: Date assumed / /
❑ Leaving Office: Date Left / /
(Check one circle below.)
O The period covered is January 1, 2024, through the date of
leaving office.
-or-
O The period covered is / / , through
the date of leaving office.
❑ Candidate: Date of Election and office sought, if different than Part 1:
4. Schedule Summary (required)
Schedules attached
► Total number of pages including this cover page:
❑x Schedule A-1 - Investments — schedule attached
❑x Schedule A-2 - Investments — schedule attached
❑X Schedule B - Real Property — schedule attached
-or- ❑ None - No reportable interests on any schedule
9
▪ Schedule C - Income, Loans, & Business Positions — schedule attached
x❑ 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 92253-2839
DAYTIME TELEPHONE NUMBER
( 760 ) 777-7030
EMAIL ADDRESS
jpena@laquintaca.gov
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 03/31/2025 02:55 PM Signature John Pena
(month, day, year) (File the originally signed paper statement with your filing official.)
FPPC Form 700- Cover Page (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 6
STATEMENT OF ECONOMIC INTERESTS
CALIFORNIA FORM 700
COVER PAGE ATTACHMENT
EXPANDED STATEMENT LIST
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
Agency Name
Coachella Valley
Association of
Governments
Coachella Valley Mosquito
and Vector Control District
SunLine Transit Agency
Division, Board,
Department, District
Public Safety
Committee;
Homelessness
Committee
N/A
N/A
Position or Title
Committee Member
Jurisdiction
SEE BELOW
Type of Period Covered
Statement
Annual
Turstee
Other Special
District
Annual
Board Member
Other Joint
Powers
Authority
Annual
01/01/24 - 12/31/24
01/01/24 - 12/31/24
01/01/24 - 12/31/24
DESCRIPTION OF JURISDICTION
Agency: Coachella Valley Association of Governments
Jurisdiction Type: Other
Description: Other Coachella Valley and eastern Riverside County Council of Governments
SCHEDULE A-1
Investments
Stocks, Bonds, and Other Interests
(Ownership Interest is Less Than 10%)
Investments must be itemized.
Do not attach brokerage or financial statements.
► NAME OF BUSINESS ENTITY
INVESCO INVESTMENT SERVICES, INC.
GENERAL DESCRIPTION OF THIS BUSINESS
MUNICIPAL FUND
FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $100,001 - $1,000,000
E $10,001 - $100,000
❑ Over $1,000,000
NATURE OF INVESTMENT INVESTMENT FUND
❑ Stock 0Other
(Describe)
❑ Partnership Q Income Received of $0 - $499
0 Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
_/_/24 / /24
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
OPPENHEIMER FUNDS
GENERAL DESCRIPTION OF THIS BUSINESS
MUNI BONDS
FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $100,001 - $1,000,000
E $10,001 - $100,000
❑ Over $1,000,000
NATURE OF INVESTMENT BONDS
❑ Stock ❑X Other
(Describe)
❑ Partnership 0 Income Received of $0 - $499
0 Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
/ / 24 / / 24
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $100,001 - $1,000,000
❑ $10,001 - $100,000
❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership 0 Income Received of $0 - $499
Q Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
/ / 24 / / 24
ACQUIRED DISPOSED
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
❑ $2,000 - $10,000
O $100,001 - $1,000,000
❑ $10,001 - $100,000
❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership Q Income Received of $0 - $499
0 Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
/ / 24 / / 24
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $100,001 - $1,000,000
❑ $10,001 - $100,000
❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership 0 Income Received of $0 - $499
0 Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
/ / 24 / / 24
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
❑ $2,000 - $10,000
0 $100,001 - $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
❑ $10,001 - $100,000
❑ Over $1,000,000
(Describe)
❑ Partnership 0 Income Received of $0 - $499
0 Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
/ / 24 / / 24
ACQUIRED DISPOSED
Comments.
FPPC Form 700 - Schedule A-1 (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page-8
SCHEDULE A-2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
► 1. BUSINESS ENTITY OR TRUST
DESERT CITIES CONSULTING, INC.
Name
PO BOX 671, LA QUINTA, CA 92247
Address (Business Address Acceptable)
Check one
❑ Trust, go to 2
❑x Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
CONSULTING
FAIR MARKET VALUE
❑ $0 - $1,999
❑X $2,000 - $10,000
❑ $10,001 - $100,000
❑ $100,001 - $1,000,000
❑ Over $1,000,000
IF APPLICABLE, LIST DATE:
_/_/24 / / 24
ACQUIRED DISPOSED
NATURE OF INVESTMENT
❑ Partnership ❑ Sole Proprietorship
YOUR BUSINESS POSITION CEO
❑x CORP
Other
► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA
SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)
❑ so - $499
❑ $500 - $1,000
❑X $1,001 - $10,000
❑ $10,001 - $100,000
❑ OVER $100,000
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
► 1. BUSINESS ENTITY OR TRUST
JOHN PENA & ASSOCIATES
Name
51405 CALLE HUENEME, 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
CONSULTING
FAIR MARKET VALUE
❑ $0 - $1,999
❑ $2,000 - $10,000
❑X $10,001 - $100,000
❑ $100,001 - $1,000,000
❑ Over $1,000,000
IF APPLICABLE, LIST DATE:
_/_/ 24 / ) 24
ACQUIRED DISPOSED
NATURE OF INVESTMENT
❑ Partnership ❑X Sole Proprietorship
Other
YOUR BUSINESS POSITION PRINCIPAL
► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RAT
SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)
I I
► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.)
❑ None or X❑ Names listed below
SEE ATTACHED
► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR
LEASED BY THE BUSINESS ENTITY OR 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
❑ $2,000 - $10,000
❑ sio,001 - sioo,000
❑ sioo,001 - $1,000,000
❑ Over $1,000,000
IF APPLICABLE, LIST DATE:
/ 24
ACQUIRED
) 24
DISPOSED
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
❑ $0 - $499
❑X $500 - $1,000
❑ stool - sio,000
❑ sio,001 - sioo,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.)
❑X None
or 1 1 Names listed below
► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR
LEASED BY THE BUSINESS ENTITY OR 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
❑ $2,000 - $10,000
❑ sio,001 - sioo,000
❑ sioo,001 - si,000,000
❑ Over $1,000,000
IF APPLICABLE, LIST DATE:
_/_/ 24 / / 24
ACQUIRED DISPOSED
NATURE OF INTEREST
❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership
❑ Leasehold
Yrs. remaining
Check box if additional schedules reporting investments or real property
are attached
Other
Comments•
FPPC Form 700 -Schedule A-2 (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 10
SCHEDULE A-2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
► 1. BUSINESS ENTITY OR TRUST
PLANTINUM STRATEGIES GROUP, INC.
Name
22431 ANTONIO PKWY #263 RANCHO SANTA MARGARITA
Address (Business Address Acceptable)
Check one
❑ Trust, go to 2
❑x Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
CONSULTING
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $0 - $1,999
❑ $2,000 - $10,000
❑X $10,001 - $100,000 ACQUIRED DISPOSED
❑ $100,001 - $1,000,000
❑ Over $1,000,000
_/_/ 24 / / 24
NATURE OF INVESTMENT
❑ Partnership ❑ Sole Proprietorship
❑x CORP
YOUR BUSINESS POSITION OFFICER
Other
► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA
SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)
❑X $0 - $499
❑ $500 - $1,000
❑ $1,001 - $10,000
❑ $10,001 - $100,000
❑ OVER $100,000
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
► 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
❑ $0 - $1,999
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑ $100,001 - $1,000,000
❑ Over $1,000,000
IF APPLICABLE, LIST DATE:
_/_/ 24 / ) 24
ACQUIRED DISPOSED
NATURE OF INVESTMENT
❑ Partnership ❑ Sole Proprietorship
Other
YOUR BUSINESS POSITION
► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RAT
SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)
I I
► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.)
0 None
or ❑ Names listed below
► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR
LEASED BY THE BUSINESS ENTITY OR 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
❑ $2,000 - $10,000
❑ sio,001 - sioo,000
❑ sioo,001 - $1,000,000
❑ Over $1,000,000
IF APPLICABLE, LIST DATE:
/ 24
ACQUIRED
) 24
DISPOSED
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
❑ $0 - $499
❑ $500 - $1,000
❑ stool - sio,000
❑ sio,001 - sioo,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 1 1 Names listed below
► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR
LEASED BY THE BUSINESS ENTITY OR 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
❑ $2,000 - $10,000
❑ sio,001 - sioo,000
❑ sioo,001 - si,000,000
❑ Over $1,000,000
NATURE OF INTEREST
❑ Property Ownership/Deed of Trust
❑ Leasehold
Yrs. remaining
Check box if additional schedules reporting investments or real property
are attached
IF APPLICABLE, LIST DATE:
_/_/ 24 / / 24
ACQUIRED DISPOSED
Other
Stock
Partnership
Comments•
FPPC Form 700 -Schedule A-2 (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 10
SCHEDULE A-2
CALIFORNIA FORM 700
Attachment
BUSINESS ENTITY OR TRUST : DESERT CITIES CONSULTING, INC.
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
LIST OF REPORTABLE SINGLE SOURCES OF INCOME OF $10,000 OR MORE
I H.N. AND FRANCES C. BERGER FOUNDATION
SCHEDULE B
Interests in Real Property
(Including Rental Income)
► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
773184008
CITY
LA QUINTA, CA
FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑X $100,001 - $1,000,000
❑ Over $1,000,000
NATURE OF INTEREST
❑X Ownership/Deed of Trust
IF APPLICABLE, LIST DATE:
_/_/ 24 / ) 24
ACQUIRED DISPOSED
❑ Leasehold
❑ Easement
Yrs. remaining Other
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000
❑X $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
DIO CRUZ
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
CITY
FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑ $100,001 - $1,000,000
❑ Over $1,000,000
NATURE OF INTEREST
❑ Ownership/Deed of Trust
IF APPLICABLE, LIST DATE:
_/_/ 24 / ) 24
ACQUIRED DISPOSED
❑ Leasehold
❑ Easement
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
* You are not required to report loans from a commercial lending institution 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
% ❑ None
TERM (Months/Years)
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000
❑ $10,001 - $100,000
❑ Guarantor, if applicable
❑ $1,001 - $10,000
❑ OVER $100,000
NAME OF LENDER*
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
INTEREST RATE
% ❑ None
TERM (Months/Years)
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000
❑ $10,001 - $100,000
❑ Guarantor, if applicable
❑ $1,001 - $10,000
❑ OVER $100,000
Comments.
FPPC Form 700 - Schedule B (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 12
SCHEDULE C
Income, Loans, & Business
Positions
(Other than Gifts and Travel Payments)
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
► 1. INCOME RECEIVED ► 1. INCOME RECEIVED
NAME OF SOURCE OF INCOME
SECURE ENERGY ADVISORS
ADDRESS (Business Address Acceptable)
912 WATERFORD VILLASCT. LAKE ST. LOUIS, MO 63367
BUSINESS ACTIVITY, IF ANY, OF SOURCE
ENERGY CONSULTING & DEVELOPMENT
YOUR BUSINESS POSITION
CONSULTANT
GROSS INCOME RECEIVED
❑ $500 - $1,000
❑ $10,001 - $100,000
❑ No Income - Business Position Only
❑X $1,001 - $10,000
❑ 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 CONSULTING
(Describe)
NAME OF SOURCE OF INCOME
SECURE ENERGY SOURCES
ADDRESS (Business Address Acceptable)
P.O. BOX 671, La Quinta, CA 92247
BUSINESS ACTIVITY, IF ANY, OF SOURCE
ENERGY CONSULTING & DEVELOPMENT
YOUR BUSINESS POSITION
PARTNER
GROSS INCOME RECEIVED ❑X 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 CONSULTING
(Describe)
► 2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
* You are not required to report loans from a commercia 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
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000
❑ $1,001 - $10,000
❑ $10,001 - $100,000
❑ OVER $100,000
INTEREST RATE TERM (Months/Years)
❑ None
SECURITY FOR LOAN
❑ None ❑ Personal residence
❑ Real Property
Street address
City
❑ Guarantor
❑ Other
(Describe)
Comments•
FPPC Form 700 -Schedule C (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 14
SCHEDULE D
Income — Gifts
► NAME OF SOURCE (Not an Acronym)
FRANK ORLETT
ADDRESS (Business Address Acceptable)
41800 CORPORATE WAY, PALM DESERT, CA
BUSINESS ACTIVITY, IF ANY, OF SOURCE
WASTE DISPOSAL
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)
03 / 01 / 24 $125.00 DINNER
11 / 16 / 24 $90.00 DINNER
/_/ $
► 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)
// $
// $
// $
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
► NAME OF SOURCE (Not an Acronym)
RUTAN AND TUCKER
ADDRESS (Business Address Acceptable)
18575 JAMBOREE, IRVINE, CA
BUSINESS ACTIVITY, IF ANY, OF SOURCE
ATTORNEYS
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)
05 / 01 / 24 $109.00 DINNER
10 / 16 / 24 $140.00 DINNER
// $
► 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•
FPPC Form 700 - Schedule D (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 16
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Please type or print in ink.
STATEMENT OF ECONOMIC INTERESTS
COVER PAGE
A PUBLIC DOCUMENT
NAME OF FILER (LAST)
Date Initial Filing Received
Filing Official Use Only
Filed Date: 03/31/2025 02:55 PM
SAN: FPPC
(FIRST) (MIDDLE)
Pena John
1. Office, Agency, or Court
Agency Name (Do not use acronyms)
City of La Quinta
Division, Board, Department, District, if applicable Your Position
City/Town Council Member
► If filing for multiple positions, list below or on an attachment. (Do not use acronyms)
Agency: SEE ATTACHED LIST Position
2. Jurisdiction of Office (Check at least one box)
❑ State
❑ Multi -County
❑x City of La Quinta
❑ Judge, Retired Judge, Pro Tem Judge, or Court Commissioner
(Statewide Jurisdiction)
❑ County of
❑ Other
3. Type of Statement (Check at least one box)
❑x Annual: The period covered is January 1, 2024, through
December 31, 2024.
-or-
The period covered is / / , through
December 31, 2024.
❑ Assuming Office: Date assumed / /
❑ Leaving Office: Date Left / /
(Check one circle below.)
O The period covered is January 1, 2024, through the date of
leaving office.
-or-
O The period covered is / / , through
the date of leaving office.
❑ Candidate: Date of Election and office sought, if different than Part 1:
4. Schedule Summary (required)
Schedules attached
► Total number of pages including this cover page:
❑x Schedule A-1 - Investments — schedule attached
❑x Schedule A-2 - Investments — schedule attached
❑X Schedule B - Real Property — schedule attached
-or- ❑ None - No reportable interests on any schedule
9
▪ Schedule C - Income, Loans, & Business Positions — schedule attached
x❑ 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 92253-2839
DAYTIME TELEPHONE NUMBER
( 760 ) 777-7030
EMAIL ADDRESS
jpena@laquintaca.gov
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 03/31/2025 02:55 PM Signature John Pena
(month, day, year) (File the originally signed paper statement with your filing official.)
FPPC Form 700- Cover Page (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 6
STATEMENT OF ECONOMIC INTERESTS
CALIFORNIA FORM 700
COVER PAGE ATTACHMENT
EXPANDED STATEMENT LIST
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
Agency Name
Coachella Valley
Association of
Governments
Coachella Valley Mosquito
and Vector Control District
SunLine Transit Agency
Division, Board,
Department, District
Public Safety
Committee;
Homelessness
Committee
N/A
N/A
Position or Title
Committee Member
Jurisdiction
SEE BELOW
Type of Period Covered
Statement
Annual
Turstee
Other Special
District
Annual
Board Member
Other Joint
Powers
Authority
Annual
01/01/24 - 12/31/24
01/01/24 - 12/31/24
01/01/24 - 12/31/24
DESCRIPTION OF JURISDICTION
Agency: Coachella Valley Association of Governments
Jurisdiction Type: Other
Description: Other Coachella Valley and eastern Riverside County Council of Governments
STATEMENT OF ECONOMIC INTERESTS
COVER PAGE ATTACHMENT
EXPANDED STATEMENT LIST
Agency Name
Coachella Valley Water
District
Division, Board,
Department, District
Joint Policy Committee
Position or Title
Alternate Committee
Member
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
Jurisdiction Type of Period Covered
Statement
Special District
Annual
01 /01 /24 - 12/31/24
4/?J1 To7C
Date
RECEIVED
APR 01 2025
CITY OF LA OUINTA
CITY CLERK DEPARTMENT
SCHEDULE A-1
Investments
Stocks, Bonds, and Other Interests
(Ownership Interest is Less Than 10%)
Investments must be itemized.
Do not attach brokerage or financial statements.
► NAME OF BUSINESS ENTITY
INVESCO INVESTMENT SERVICES, INC.
GENERAL DESCRIPTION OF THIS BUSINESS
MUNICIPAL FUND
FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $100,001 - $1,000,000
E $10,001 - $100,000
❑ Over $1,000,000
NATURE OF INVESTMENT INVESTMENT FUND
❑ Stock 0Other
(Describe)
❑ Partnership Q Income Received of $0 - $499
0 Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
_/_/24 / /24
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
OPPENHEIMER FUNDS
GENERAL DESCRIPTION OF THIS BUSINESS
MUNI BONDS
FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $100,001 - $1,000,000
E $10,001 - $100,000
❑ Over $1,000,000
NATURE OF INVESTMENT BONDS
❑ Stock ❑X Other
(Describe)
❑ Partnership 0 Income Received of $0 - $499
0 Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
/ / 24 / / 24
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $100,001 - $1,000,000
❑ $10,001 - $100,000
❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership 0 Income Received of $0 - $499
Q Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
/ / 24 / / 24
ACQUIRED DISPOSED
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
❑ $2,000 - $10,000
O $100,001 - $1,000,000
❑ $10,001 - $100,000
❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership Q Income Received of $0 - $499
0 Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
/ / 24 / / 24
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $100,001 - $1,000,000
❑ $10,001 - $100,000
❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership 0 Income Received of $0 - $499
0 Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
/ / 24 / / 24
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
❑ $2,000 - $10,000
0 $100,001 - $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
❑ $10,001 - $100,000
❑ Over $1,000,000
(Describe)
❑ Partnership 0 Income Received of $0 - $499
0 Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
/ / 24 / / 24
ACQUIRED DISPOSED
Comments.
FPPC Form 700 - Schedule A-1 (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page-8
SCHEDULE A-2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
► 1. BUSINESS ENTITY OR TRUST
DESERT CITIES CONSULTING, INC.
Name
PO BOX 671, LA QUINTA, CA 92247
Address (Business Address Acceptable)
Check one
❑ Trust, go to 2
❑x Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
CONSULTING
FAIR MARKET VALUE
❑ $0 - $1,999
❑X $2,000 - $10,000
❑ $10,001 - $100,000
❑ $100,001 - $1,000,000
❑ Over $1,000,000
IF APPLICABLE, LIST DATE:
_/_/24 / / 24
ACQUIRED DISPOSED
NATURE OF INVESTMENT
❑ Partnership ❑ Sole Proprietorship
YOUR BUSINESS POSITION CEO
❑x CORP
Other
► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA
SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)
❑ so - $499
❑ $500 - $1,000
❑X $1,001 - $10,000
❑ $10,001 - $100,000
❑ OVER $100,000
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
► 1. BUSINESS ENTITY OR TRUST
JOHN PENA & ASSOCIATES
Name
51405 CALLE HUENEME, 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
CONSULTING
FAIR MARKET VALUE
❑ $0 - $1,999
❑ $2,000 - $10,000
❑X $10,001 - $100,000
❑ $100,001 - $1,000,000
❑ Over $1,000,000
IF APPLICABLE, LIST DATE:
_/_/ 24 / ) 24
ACQUIRED DISPOSED
NATURE OF INVESTMENT
❑ Partnership ❑X Sole Proprietorship
Other
YOUR BUSINESS POSITION PRINCIPAL
► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RAT
SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)
I I
► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.)
❑ None or X❑ Names listed below
SEE ATTACHED
► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR
LEASED BY THE BUSINESS ENTITY OR 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
❑ $2,000 - $10,000
❑ sio,001 - sioo,000
❑ sioo,001 - $1,000,000
❑ Over $1,000,000
IF APPLICABLE, LIST DATE:
/ 24
ACQUIRED
) 24
DISPOSED
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
❑ $0 - $499
❑X $500 - $1,000
❑ stool - sio,000
❑ sio,001 - sioo,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.)
❑X None
or 1 1 Names listed below
► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR
LEASED BY THE BUSINESS ENTITY OR 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
❑ $2,000 - $10,000
❑ sio,001 - sioo,000
❑ sioo,001 - si,000,000
❑ Over $1,000,000
IF APPLICABLE, LIST DATE:
_/_/ 24 / / 24
ACQUIRED DISPOSED
NATURE OF INTEREST
❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership
❑ Leasehold
Yrs. remaining
Check box if additional schedules reporting investments or real property
are attached
Other
Comments•
FPPC Form 700 -Schedule A-2 (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 10
SCHEDULE A-2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
► 1. BUSINESS ENTITY OR TRUST
PLANTINUM STRATEGIES GROUP, INC.
Name
22431 ANTONIO PKWY #263 RANCHO SANTA MARGARITA
Address (Business Address Acceptable)
Check one
❑ Trust, go to 2
❑x Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
CONSULTING
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $0 - $1,999
❑ $2,000 - $10,000
❑X $10,001 - $100,000 ACQUIRED DISPOSED
❑ $100,001 - $1,000,000
❑ Over $1,000,000
_/_/ 24 / / 24
NATURE OF INVESTMENT
❑ Partnership ❑ Sole Proprietorship
❑x CORP
YOUR BUSINESS POSITION OFFICER
Other
► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA
SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)
❑X $0 - $499
❑ $500 - $1,000
❑ $1,001 - $10,000
❑ $10,001 - $100,000
❑ OVER $100,000
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
► 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
❑ $0 - $1,999
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑ $100,001 - $1,000,000
❑ Over $1,000,000
IF APPLICABLE, LIST DATE:
_/_/ 24 / ) 24
ACQUIRED DISPOSED
NATURE OF INVESTMENT
❑ Partnership ❑ Sole Proprietorship
Other
YOUR BUSINESS POSITION
► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RAT
SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)
I I
► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.)
0 None
or ❑ Names listed below
► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR
LEASED BY THE BUSINESS ENTITY OR 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
❑ $2,000 - $10,000
❑ sio,001 - sioo,000
❑ sioo,001 - $1,000,000
❑ Over $1,000,000
IF APPLICABLE, LIST DATE:
/ 24
ACQUIRED
) 24
DISPOSED
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
❑ $0 - $499
❑ $500 - $1,000
❑ stool - sio,000
❑ sio,001 - sioo,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 1 1 Names listed below
► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR
LEASED BY THE BUSINESS ENTITY OR 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
❑ $2,000 - $10,000
❑ sio,001 - sioo,000
❑ sioo,001 - si,000,000
❑ Over $1,000,000
NATURE OF INTEREST
❑ Property Ownership/Deed of Trust
❑ Leasehold
Yrs. remaining
Check box if additional schedules reporting investments or real property
are attached
IF APPLICABLE, LIST DATE:
_/_/ 24 / / 24
ACQUIRED DISPOSED
Other
Stock
Partnership
Comments•
FPPC Form 700 -Schedule A-2 (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 10
SCHEDULE A-2
CALIFORNIA FORM 700
Attachment
BUSINESS ENTITY OR TRUST : DESERT CITIES CONSULTING, INC.
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
LIST OF REPORTABLE SINGLE SOURCES OF INCOME OF $10,000 OR MORE
I H.N. AND FRANCES C. BERGER FOUNDATION
SCHEDULE B
Interests in Real Property
(Including Rental Income)
► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
773184008
CITY
LA QUINTA, CA
FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑X $100,001 - $1,000,000
❑ Over $1,000,000
NATURE OF INTEREST
❑X Ownership/Deed of Trust
IF APPLICABLE, LIST DATE:
_/_/ 24 / ) 24
ACQUIRED DISPOSED
❑ Leasehold
❑ Easement
Yrs. remaining Other
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000
❑X $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
DIO CRUZ
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
CITY
FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑ $100,001 - $1,000,000
❑ Over $1,000,000
NATURE OF INTEREST
❑ Ownership/Deed of Trust
IF APPLICABLE, LIST DATE:
_/_/ 24 / ) 24
ACQUIRED DISPOSED
❑ Leasehold
❑ Easement
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
* You are not required to report loans from a commercial lending institution 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
% ❑ None
TERM (Months/Years)
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000
❑ $10,001 - $100,000
❑ Guarantor, if applicable
❑ $1,001 - $10,000
❑ OVER $100,000
NAME OF LENDER*
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
INTEREST RATE
% ❑ None
TERM (Months/Years)
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000
❑ $10,001 - $100,000
❑ Guarantor, if applicable
❑ $1,001 - $10,000
❑ OVER $100,000
Comments.
FPPC Form 700 - Schedule B (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 12
SCHEDULE C
Income, Loans, & Business
Positions
(Other than Gifts and Travel Payments)
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
► 1. INCOME RECEIVED ► 1. INCOME RECEIVED
NAME OF SOURCE OF INCOME
SECURE ENERGY ADVISORS
ADDRESS (Business Address Acceptable)
912 WATERFORD VILLASCT. LAKE ST. LOUIS, MO 63367
BUSINESS ACTIVITY, IF ANY, OF SOURCE
ENERGY CONSULTING & DEVELOPMENT
YOUR BUSINESS POSITION
CONSULTANT
GROSS INCOME RECEIVED
❑ $500 - $1,000
❑ $10,001 - $100,000
❑ No Income - Business Position Only
❑X $1,001 - $10,000
❑ 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 CONSULTING
(Describe)
NAME OF SOURCE OF INCOME
SECURE ENERGY SOURCES
ADDRESS (Business Address Acceptable)
P.O. BOX 671, La Quinta, CA 92247
BUSINESS ACTIVITY, IF ANY, OF SOURCE
ENERGY CONSULTING & DEVELOPMENT
YOUR BUSINESS POSITION
PARTNER
GROSS INCOME RECEIVED ❑X 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 CONSULTING
(Describe)
► 2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
* You are not required to report loans from a commercia 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
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000
❑ $1,001 - $10,000
❑ $10,001 - $100,000
❑ OVER $100,000
INTEREST RATE TERM (Months/Years)
❑ None
SECURITY FOR LOAN
❑ None ❑ Personal residence
❑ Real Property
Street address
City
❑ Guarantor
❑ Other
(Describe)
Comments•
FPPC Form 700 -Schedule C (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 14
SCHEDULE D
Income — Gifts
► NAME OF SOURCE (Not an Acronym)
FRANK ORLETT
ADDRESS (Business Address Acceptable)
41800 CORPORATE WAY, PALM DESERT, CA
BUSINESS ACTIVITY, IF ANY, OF SOURCE
WASTE DISPOSAL
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)
03 / 01 / 24 $125.00 DINNER
11 / 16 / 24 $90.00 DINNER
/_/ $
► 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)
// $
// $
// $
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
Name
John Pena
► NAME OF SOURCE (Not an Acronym)
RUTAN AND TUCKER
ADDRESS (Business Address Acceptable)
18575 JAMBOREE, IRVINE, CA
BUSINESS ACTIVITY, IF ANY, OF SOURCE
ATTORNEYS
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)
05 / 01 / 24 $109.00 DINNER
10 / 16 / 24 $140.00 DINNER
// $
► 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•
FPPC Form 700 - Schedule D (2024/2025)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 16