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Form 700 NAI Consulting 2018 (Nickerson, Lloyd)STATEMENT OF ECONOMIC INTERESTS Dal-, Initial Filing Re�-eived orodf Jsu only COVER PAGE Please type or print in ink. A PUBLIC DOCUMENT NAME OF FILER (LAST) (FIRST) (MIDDLE) Nickerson, Jr. Lloyd 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of La Quinta Division, Board, Department, District, if applicable Your Position Contract Project Manager ► 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 Position: ❑ Judge or Court Commissioner (Statewide Jurisdiction) ❑ County of ❑ Other — 3. Type of Statement (check at feast one box) x❑ Annual: The period covered is January 1, 2018, through ❑ Leaving Office: Date Left I - I -or- December 31, 2018. (Check one circle.) The period covered is I through O The period covered is January 1, 2018, through the date of December 31, 2018, -or- leaving office. ❑ Assuming Office: Date assumed O The period covered is I I through the date of leaving office. ❑ Candidate: Date of Election and office sought, if different than Part 1: 4. Schedule Summary (must complete) ► Total number of pages including this cover page: 3 Schedules attached ❑ Schedule A-1 - Investments - schedule attached x❑ Schedule A-2 - Investments - schedule attached ❑ Schedule B - Real Property - schedule attached -OP- ❑ None - No reportable interests on any schedule 5. Verification MAILING ADDRESS STREET (Business or Agency Address Recommended - Public Document) 68-955 Adelina Road DAYTIME TELEPHONE Nl1MRFR ❑x Schedule C - Income, Loans, & Business Positions - schedule attached ❑ Schedule D - Income - Gifts - schedule attached ❑ Schedule E - Income - Gifts - Travel Payments - schedule attached CITY STATE ZIP CODE Cathedral City CA 92234 ( 760 ) 323-5344 _ 1 nnickerson@naiconsulting.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 corr t. j� Date Signed .r a 0� Signature (month, day, year) (File+ MglnaRySiQ9CNpeper sfalement with your filing official.) FPPC Form 700(2018/2019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page - 5 SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) NAI Consulting, Inc. Name 68-955 Adelina Road, Cathedral City, CA 92234 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 Civil Engineering Firm FAIR MARKET VALUE IF APPLICABLE, LIST DATE: $0 - $1,999 $2,000 - $10,000 18 $10,001 - $100,000 ACQUIRED DISPOSED D $100,001 - $1,000,0o0 ❑X Over $1.000,000 NATURE OF INVESTMENT $-Corp ❑ Partnership ❑ Sole Proprietorship X❑ YOUR BUSINESS POSITION President ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 X❑ OVER $100,000 ❑ $1,001 - $10,000 F-1 None or _q Names listed below My-ofLa-Qui 1.t3. Check one b-ox ❑ 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 - $100,00o 18 ❑ $100,001 - $1,000.000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST ❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership ❑ Leasehold ❑ Other TITremaining ❑ Check box if additional schedules reporting investments or real property are attached Name CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION LloydName Nickerson, Jr. 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 - $10.000 118 ❑ $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 ❑ $0 - $499 ❑ $1o,00l - $10o,000 ❑ $Soo - $1,000 ❑ OVER $100.000 ❑ $1,001 - $10,000 None or I I Names listed below Check one box [:]INVESTMENT ❑ REAL PROPERTY Name of Business Entity, if Investment, Qt 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 Comments: � — _ . FPPC Form 700 (2018/2019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page - 9 SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME NAI Consulting, Inc. ADDRESS (Business Address Acceptable) 68-955 Adelina Road, Cathedral City, CA 92234 BUSINESS ACTIVITY, IF ANY, OF SOURCE Civil Engineering Firm YOUR BUSINESS POSITION President GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $500 - $1,000 ❑ $1,001 - $10.000 ❑ $10,001 - $100,000 ❑X OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑X 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) CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Lloyd Nickerson, Jr, NAME OF SOURCE OF INCOME California Department of Tax and Fee Administration ADDRESS (Business Address Acceptable) 3737 Main Street, Ste. 1000, Riverside, CA 92501 BUSINESS ACTIVITY, IF ANY, OF SOURCE State Agency YOUR BUSINESS POSITION Spouse of District Principal Auditor GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑X OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary ❑X 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 S10,000 or more (Describe) ❑ Other I I ❑ Other (Describe) ` I (Describe) 0- 1 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 HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1.001 - $10,000 ❑ $10,001 - $100.001) ❑ OVER $100,000 Comments: INTEREST RATE TERM (Manths/Years) ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property Sheet address ❑ Guarantor ❑ Other city (Describe) FPPC Form 700(2018/2019) FPPC Advice Email: advlce@fppc.ce.gov FPPC Toll -Free Helpline: 866/275.3772 www.fppe.ca.gov Page - 13