700 Mills 2021RECEIVED
CITY OF LA QUINTA
Please type or print in ink. vITY CLERK DEPARTM><N
NAME OF FILER (LAST) (FIRST) (MIDDLE)
MILLS W. RICHARD
STATEMENT OF ECONOMIC INTERESTS
COVER PAGE
A PUBLIC DOCUMENT
1. Office, Agency, or Court
Agency Name (Do not use acronyms)
CITY OF LA QUINTA
Division, Board, Department, District, if applicable
FINANCIAL ADVISORY COMMISSION
Your Position
MEMBER
► 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)
91 ,Annual: The period covered is January 1, 2021, through
December 31, 2021.
.or -
The period covered is
December 31, 2021.
❑ Assuming Office: Date assumed
❑ Candidate: Date of Election
Position:
❑ Judge, Retired Judge, Pro Tern Judge, or Court Commissioner
(Statewide Jurisdiction)
❑ County of
❑ Other
❑ Leaving Office: Date Left I I
(Check one circle.)
through ❑ The period covered is January 1, 2021, through the date of
leaving office.
.or-
❑ The period covered is _ _i_ i through
the date of leaving office.
and office sought, if different than Part 1:
�4. Schedule Summary (must complete) ► Total number of pages including this cover page:
Schedules attached
❑ 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
MAILING ADDRESS STREET
(Business or Agency Address Recommended - Public Document)
0. Schedule C - Income, Loans, & Business Positions — schedule attached
❑ Schedule D - Income — Gifts — schedule attached
❑ Schedule E - Income — Gifts — Travel Payments — schedule attached
STATE ZIP CODE
LA QUINTA CA 92253
DAYTIME TELEPHONE NUMBER EMAIL ADDRESS
(
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 Signature
(month, day, year) (File the originally signed paper statement with your filing official.)
FPPC Form 700 -Cover Page (2021/2022)
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)
► I RIISINFSS FNTITY CIR TRUST
W. RICHARD MILLS & CO., INC.
Name
81-600 TIBURON DRIVE, LA QUINTA, CA 92253
Address (Business Address Acceptable)
Check one
❑ Trust, go to 2 r Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
TAX AND FINANCIAL CONSULTING
FAIR MARKET VALUE IF APPLICABLE, LIST DATE.
$0 - $1,999
$2,000 - $10,000 J2
$10,001 - $100,000 ACQUIRED DISPOSED
$100,001 - $1,000,000
Over $1,000,000
NATURE OF INVESTMENT CORPORATION
❑ Partnership ❑ Sole Proprietorship ❑■
i 'ler
YOUR BUSINESS POSITION PRESIDENT
SHARE OF •SS INCOME 10 THE ENTITY/TRUST)
❑$0 - $499 LJ $10,001 - $100,000
. $500 - $1,000 ❑ OVER $100,000
❑ $1,001 - $10,000
li- 3LIST THE NAME OF •RTABLE SINGLE SOURCE OF
INCOMEOF $10,000 • ' MORE (Attach a separate sheet it necessary.)
❑ None or W, Names listed below
SEE NON-DISCLSURE STATEMENT ATTACHED
PROPERTY10- 4. INVESTMENTS AND INTERESTS IN REAL ..
LEASED BY
Check one b6x..
INVESTMENT ❑ REAL PROPERTY
Name of Business Entity, if Investment, Q
Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity Q
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
0. $2,000 - $10,000
$10,001 - $100,000 1 121 --j--j21
$100,001 - $1,000.000 ACQUIRED DISPOSED
Over $1,000,000
NATURE OF INTEREST
Property Ownership/Deed of Trust ❑ Stock ❑ Partnership
❑ Leasehold ❑ Other
Yrs ramalnm
Check box if additional schedules reporting investments or real property
are, attached
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES COMMISSION
RichardName
W.
Mills
11- 1. BUSINESS ENTITY OR
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 /21 --j--j21
$10,001 - $100,000 ACQUIRED DISPOSED
❑ $100-001 - $1,000,000
❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Partnership ❑ Sole Proprietorship ❑
Cher
YOUR BUSINESS POSITION
SHARE OF •SS INCOME TO THE ENTITYITRUST)
❑ $0 - $499 ❑ $10,001 - $100,000
❑ $500 - $1,000 ❑ OVER $100,000
❑ $1,001 - $10.000
lo- 3. LIST THE NAME OF •RTABLE SINGLE SOURCE OF
INCOMEOF I III • - MORE
None or I Names listed below
11� 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY ..
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 Q
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 OF INTEREST
❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership
❑ Leasehold ❑ Other
Yrs rannl nning
❑ Check box if additional schedules reporting investments or real property
are attached
Comments:
FPPC Form 700 -Schedule A-2 (2021/2022)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 9
It-
SCHEDULE C CALIFORNIA FORM
Income, Loans, & Business '
Positions Name
(Other than Gifts and Travel Payments) W. Richard Mills
NAME OF SOURCE OF INCOME
W. RICHARD MILLS & CO., INC.
ADDRESS (Business Address Acceptable)
81-600 TIBURON DRIVE, LA QUINTA, CA 92253
BUSINESS ACTIVITY, IF ANY, OF SOURCE
TAX AND FINANCIAL CONSULTING
YOUR BUSINESS POSITION
PRESIDENT
GROSS INCOME RECEIVED No Income - Business Position Only
❑ $500 - $1,000 $1,001 - $10,000
0 $10,00, - $100,000 OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
QSalary 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 OF SOURCE OF INCOME
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF SOURCE
YOUR BUSINESS POSITION
GROSS INCOME RECEIVED J 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 S10,000 or more
❑ Other
(Describe)
(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 (MonthsNears)
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
Street address
❑ Guarantor
❑ Other
city
(Describe)
FPPC Form 700 -Schedule C (2021/2022)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
`` �Pag�e`-13
(W`_
W. RICHARD MILLS
CALIFORNIA FORM 700
STATEMENT OF ECONOMIC INTERESTS
NON -DISCLOSURE STATEMENT
There are two sources of income over $10,000 which is not being disclosed.
The position with the City of La Quinta is Disclosure Category 2 (limited disclosure within the
jurisdiction). The jurisdiction is the territory of the City of La Quinta, plus within 2 miles of its
borders.
The legal basis for non -disclosure is that, as a California Certified Public Accountant, even with
an inactive license, I must comply with the ethical standards of the California State Board of
Accountancy. To disclose the clients names would compromise that requirement.
Under penalty of perjury, of the laws of the State of California, I have not made and will not make,
participate in making, or in any way attempt to use an official position to influence a governmental
decision in violation of Section 87100. In the event I am faced with a potential conflict of interest
involving the undisclosed clients, I will disclose the potential conflict to the City of La Quinta
legal counsel and recuse myself from participating in the matter.
Date
W. Richard Mills