700 Mills 2022STATEMENT OF ECONOMIC INTERESTS Date CALIFORNIA- 11 Initial
Filing g uga Received
FAIR POLITICAL COVER PAGE RECEIVED
A PUBLIC DOCUMENT
Please type or print in ink. I- ff
NAME OF FILER (LAST) (FIRST) (MIDDLE) lllllJJl
MILLS W. RICHARD CITY OF LA QUINTA
1. Office, Agency, or Court ENT
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 feast one box)
❑ State
❑ Multi -County
[] City of LA QUINTA
3. Type of Statement (Check at feast one box)
FIN I Annual: The period covered is January 1, 2022, through
December 31, 2022.
-or-
The period covered is I I through
December 31, 2022.
❑ 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
(Check one circle.)
❑ The period covered is January 1, 2022, 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 (required) ► Total number of pages including this cover page: A'
Schedules attached
❑ Schedule A-1 - Investments — schedule attached 0 Schedule C - Income, Loans, & Business Positions — schedule attached
[■I Schedule A-2 - Investments — schedule attached ❑ Schedule D - Income — Gifts — schedule attached
❑ Schedule B - Real Property — schedule attached ❑ Schedule E - Income — Gifts — Travel Payments — schedule attached
-Or- ❑ None - No reportable interests on any schedule
5, Verification
MAILING ADDRESS STREET CITY STATE ZIP CODE
(Business or Agency Address Recommended - Public Document)
DAYTIME TELEPHONE NUMBER I EMAIL ADDRESS
( 1
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, yeaq (Rh the &*aily ciped Pape; siaiemeni with yow Bing ofp'si.)
FPPC Form 700 - Cover Page (2D22/2023)
advice@fppc.ca.gov • 966-275-3772 • www.fppc.a.gov
Page - 5
SCHEDULE A-2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
1- 1. BUSINESS ENTITY . TRUST
-
W. RICHARD MILLS & CO., INC.
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
TAX AND FINANCIAL CONSULTING
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
$0 - $1,999
$2,000 - $10.000 t /22 122
■ $10,001 - $100,000 ACQUIRED DISPOSED
P$100,001 - $1,000,000
Over $1,000,000
NATURE OF INVESTMENT CORPORATION
Partnership ❑ Sole Proprietorship 0 e
her
YOUR BUSINESS POSITION PRESIDENT
SHARE OF -•SS INCOME TO THE ENTITYITRUST)
❑ $0 - $499 1 $10,o01 - $1o0,000
❑ $500 - $1,000 ❑OVER $100,000
❑ $1,001 - $10,0o0
0- 3. LIST THE NAME OF •-TABLE SINGLE SOURCE OF
INCOMEOF rrr OR MORE
❑ None or RI Names listed below
SEE NON -DISCLOSURE STATEMENT ATTACHED
PROPERTY10- 4. INVESTMENTS AND INTERESTS IN REAL HELD OR
LEASED BY THE BUSINESS ENTITY OR TRUST
Check one box:
❑ INVESTMENT ❑ REAL PROPERTY
Name of Business Entity, if Investment, gl
Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity 91
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $2,000 - $10,000
1'_1$10,001 - $100,000 _J__j2 _ -t /22
U $100,001 - $1,000,000 ACQUIRED DISPOSED
L] Over $1,000,000
NATURE OF INTEREST
❑ Property Ownership/Deed of Trust Stock ❑Partnership
❑ Leasehold ❑ Other
Yrs. mmairnng
❑ Check box if additional schedules reporting investments or real property
are attached
CALIFORNIA FORM 700
FAIR POLITICAL PRACTICES CONINI1SSION
Name
W. -. MILLS
p- 1. BUSINESS ENTITY OTRUST
R
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 -I_J -l-122
$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 ENTITY1TRUST)
❑ $0 - $499 ❑ $10,001 - $100,000
❑ $500 - $1,000 ❑ OVER $100,000
❑ $1,001 - $10,000
1- 3. LIST THE NAME OF •-TABLE SINGLE SOURCE OF
INCOME OF S10,000 OR MORE (Athi0i., -po-W
] None or Names listed below
P. 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD •-
LEASED BY THE BUSINESS ENTITY . TRUST
-
Checl one 73M.
❑ INVESTMENT ❑ REAL PROPERTY
Name of Business Entity, if Investment, gl
Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity 2[
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
$2,000 - $10,000
❑ $10,001 - $100,000 t22 t2
Lf $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 (2022/2023)
advice@fppc.ce.gov • 866-275-3772 • www.fppc.ca.gov
�Paagge�- 9
V WV_
SCHEDULE C
Income, Loans, & Business
Positions
(Other than Gifts and Travel Payments)
NAME OF SOURCE OF INCOME
W. RICHARD MILLS & CO., INC.
ADDRESS (Business Address Acceptable)
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
❑= $10,001 - $100,000 ❑ OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
U 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)
Name
W. RICHARD MILLS
NAME OF SOURCE OF INCOME
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF SOURCE
YOUR BUSINESS POSITION
GROSS INCOME RECEIVED No Income - Business Position Only
❑ $500 - $1,000 $1,001 - $10,000
El $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 ❑ Other
(Describe) (Describe)
1- 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)
'h ❑ None
SECURITY FOR LOAN
None Personal residence
❑ Real Property
Street address
❑ Guarantor
❑ Other
City
(Describe)
FPPC Form 700 -Schedule C (2022/2023)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page -13
• +,
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 41
� "
W. Richard Mills