Loading...
700 NAI Consulting (Nickerson, L) 2020STATEMENT OF ECONOMIC INTE COVER PAGE A PUBLIC DOCUMENT Please type or print in ink. 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 RECEIVED Date Initial Filing MARI,npo TIJ/ I CITY OF LA QUINITA CITY CLERK DEPARTMENT 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 ❑■ City of La Quinta 3. Type of Statement (Check at least one box) 111; Annual: The period covered is January 1, 2020, through December 31, 2020. .or - The period covered is I I through December 31, 2020. ❑ Assuming Office: Date assumed —1—1 ❑ Candidate: Date of Election Schedule Summary (must complete) Schedules attached Position: ❑ Judge, Retired Judge, Pro Tern Judge, or Court Commissioner (Statewide Jurisdiction) ❑ County of ❑ Other ❑ Leaving Office: Date Left 1 —.I _ (Check one circle.) O The period covered is January 1, 2020, 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: ► Total number of pages including this cover page: ❑ Schedule A-1 - Investments — schedule attached ❑■ Schedule A-2 - Investments — schedule attached ❑ Schedule B - Real Property — schedule attached -or- ❑ None - No reportable interests on any schedule 5. Verification X Schedule C - Income, Loans, & Business Positions — schedule attached ❑ Schedule D - Income — Gifts — schedule attached ❑ Schedule E - Income — Gifts — Travel Payments — schedule attached MAILING ADDRESS STREET C;TY STATE ZIP CODE (Business or Agency Address Recommended - Public Document) DAYTIME TELEPHONE NUMBER EMAIL ADDRESS ( 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 Date Signed 02/22/2021 (month, day, year) Signature Me W&I yOUF WIng Ofrl679 ) FPPC Form 700 - Cover Page (2020/2021) advice@fppc.ca.gov • 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) 0- 1. BUSINESS ENTITY OR TRUST NAI Consulting, Inc. Name 68-955 Adelina Road, Cathedral City, CA 92234 Address (Business Address Acceptable) Check one ❑ Trust, go to 2 siness 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 --j--j20 --j--j20 ❑ $10,001 - $100-000 ACQUIRED DISPOSED ❑ $100,001 - $1,000,000 Over $1,000.000 NATURE OF INVESTMENT S-Cor ❑ Partnership ❑ Sole Proprietorship ❑ p Other 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 - $10,000 103. LIST THE NAME OF ••RTABLE SINGLE SOURCE OF INCOMEOF $10,000 OR MORE ❑ None or K Names listed below City of La Quinta PROPERTY1� 4. INVESTMENTS AND INTERESTS IN REAL .. 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 IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 /20 --J--J20 L] $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: CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION LloydName Nickerson, Jr. 10- 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 ❑ $2.000 - $10.000 /20 ❑ $10-00, - $100,000 ACQUIRED DISPOSED $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership ❑ Sole Proprietorship ❑ Other YOUR BUSINESS POSITION IDENTIFY• • . (INCLUDE YOUR-• RATA SHARE OF •SS INCOME TO THE ENTITYITRUST) ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 ❑ $1.00, - $10,000 1� 3. LIST THE NAME OF •RTABLE SINGLE SOURCE OF INCOMEOF $10,000 OR •- ❑ None or ❑ Names listed below m- 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY .. LEASED BY THE BUSINESS ENTITY OTRUST R 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 L7 $10,001 - $100,000 /20 --j--j29 $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 FPPC Form 700 - Schedule A-2 (2020/2021) advice@fppc.ca.gov • 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 ICI OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Q 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 ❑ Other (Describe) (Describe) 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 Retired State Employee GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $500 - $1.000 ❑ $1,001 - $10,000 o $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 Retirement Income (Describe) * 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' INTEREST RATE TERM (MonthsiYears) 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: % ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property ❑ Guarantor ❑ Other Street address City (Describe) FPPC Form 700 - Schedule C (2020/2021) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page -13