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700 NAI Consulting (Nickerson, L) 2021STATEMENT OF ECONOMIC INTEREST COVER PAGE A PUBLIC DOCUMENT Please type or print in ink. RECEIVED CITY. OF LA QUINTA NAME OF FILER (LAST) (FIRST) (MIDDLE) T Nickerson, Jr. Lloyd 1. Office, Aqencv, 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 0 City of La Quinta 3. Type of Statement (Check at least one box) 0 Annual: The period covered is January 1, 2021, through December 31, 2021. .or - The period covered is I I December 31, 2021. ❑ Assuming Office: Date assumed) ❑ 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 I (Check one circle.) through ❑ The period covered is January 1, 2021, through the date of leaving office. .or - El 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: 3 ❑ 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 FE-1 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 CITY STATE ZIP CODE (Business or Agency Address Recommended - Public Document) 68955 Adelina Road Cathedral City CA 92234 DAYTIME TELEPHONE NUMBER EMAILADDRESS ( 760 ) 323-5344 i 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 correct. 02/17/2022 (month, day, year) (File th originally vyned paper statement with your riling olkid ) 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) mo. 1. BUSINESS ENTITY OR TRUST NAI Consulting, Inc. Name 68955 Adelina Road, Cathedral City, CA 92234 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 /21 ❑ $10-001 - $100,000 ACQUIRED DISPOSED ❑ $100,001 - $1.000,000 Q Over $1,000,000 NATURE OF INVESTMENT S-Corp Partnership ❑ Sole Proprietorship ■I Other YOUR BUSINESS POSITION President SHARE OF •SS INCOME TO THE ENTITYITRUST) [� $0 - $499 ❑ $1o,001 - $100,000 ❑ $500 - $1,000 J OVER $100,000 ❑ $1,001 - $1o,0o0 3. LIST THE NAME OF ••-TABLE SINGLE SOURCE OF None or f] Names listed below City of La Quinta 04. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST Chccx 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: ❑k $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. remaining ❑ Check box if additional schedules reporting investments or real property are attached CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION ll� 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 21 --j--j21 ❑ $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 SHARE OF •SS INCOME TO THE ENTITY/TRUST) �❑ $0 - $499 ❑ $10,001 - $100,000 [D $500 - $1,000 ❑ OVER $100,000 ❑ $1,001 - $10,000 ll� 3. LIST THE NAME OF ••-TABLE SINGLE SOURCE OF INCOMEOF $10,000 OR • None or I f Names listed below O1� 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD LEASED BY THE BUSINESS ENTITY OR TRUST 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 $10,001 - $100,000 /21 $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: FPPC Form 700 - Schedule A-2 (2021/2022) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 9 SCHEDULE C CALIFORNIA FORM Income, Loans, & Business FAIR POLITICAL PRACTICES COMN Positions Name (Other than Gifts and Travel Payments) Lloyd Nickerson, Jr. NAME OF SOURCE OF INCOME NAI Consulting, Inc. ADDRESS (Business Address Acceptable) 68955 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 OVER $100,001) CONSIDERATION FOR WHICH INCOME WAS RECEIVED 0 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 NAME OF SOURCE OF INCOME California Department of Tax and Fee Administration ADDRESS (Business Address Acceptable) 3737 Main St., 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 p❑� $500 - $1,000 ❑ $1,001 - $10.000 LI $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 Other ■ Other Retirement Income (Describe) � (Describe) m� 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 HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1.001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 Comments: INTEREST RATE TERM (Months/Years) % ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property ❑ Guarantor ❑ Other Street address City (Describe) FPPC Form 700 - Schedule C (2021/2022) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page -13