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700 Mills 2023ti STATEMENT OF ECONOMIC INTERESTS Date Initial Filing Received Filing Official Use Only COVER PAGE RECEIVED A PUBLIC DOCUMENT Please type or print in ink. Elm n O 9(194 NAME OF FILER (LAST) (FIRST) (MIDDLE) IN MILLS W. RICHARD CITY OF LA QUINTA 1. Office, Agency, or Court kell NT 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) Position: ❑ Judge, Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction) ❑ County of ❑ Other J Annual: The period covered is January 1, 2023, through ❑ Leaving Office: Date Left I I -or- December 31, 2023. (Check one circle.) The period covered is _ I through ❑ The period covered is January 1, 2023, through the date December 31, 2023. -or- of leaving office. ❑ Assuming Office: Date assumed ❑ 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 (required) ► Total number of pages including this cover page: Schedules affached ❑ Schedule A-1 - Investments — schedule attached Schedule C - Income, Loans, & Business Positions — schedule attached 411 Schedule A-2 - Investments — schedule attached ❑ Schedule D - Income — Gifts — schedule attached ❑ Schedule 8 - 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 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 _ (month, day, year) (Pik tha vxiPRha aigned papersfidemevrtwilh yow6fng odiael.l FPPC Form 700 - Cover Page (2023/2024) advice@fppc.ca.gov • 866-275.3772 • www.fppe.co.gov Page - 5 SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) 10- 1. BUSINESS ENTITY . 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 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 /23 _/_t2 $10,001 - $100,000 ACQUIRED DISPOSED $100.001 - $1,000,000 Lj Over $1,000,000 NATURE OF INVESTMENT CORPORATION ❑ Partnership ❑ Sole Proprietorship ❑■ t r YOUR BUSINESS POSITION PRESIDENT O2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF -•SS INCOME TO THE ENTITYITRUST) ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑■ OVER $100,000 ❑ $1,001 - $10,000 0- 3. LIST THE NAME OF •-TABLE SINGLE SOURCE OF INCOME OF S10,000 OR MORE (A111,11 ❑ None or Q Names listed below SEE NON -DISCLOSURE STATEMENT ATTACHED PROPERTY0- 4 INVESTMENTS AND INTERESTS IN REAL •- LEASED BY THE BUSINESS ENTITY . TRUST - check one box: ❑ INVESTMENT ❑ REAL PROPERTY Name of Business Entity, if Investment, 4E Assessor's Parcel Number or Street Address of Real Property Description of Business Activity gr 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, remaining ❑ Check box if additional schedules reporting investments or real property are attached CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name W. -. MILLS 1* 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 l23 -J_123 ❑ $10,001 - $100,000 ACQUIRED DISPOSED ❑ $100.001 - $1.000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership ❑ Sole Proprietorship ❑ Other 11 YOUR BUSINESS POSITION 0- 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF -•SS INCOME TO THE ENTITY/TRUST) ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 ❑ $1.001 - $10,000 0- 3. LIST THE NAME OF •-TABLE SINGLE SOURCE OF INCOME OF $10.000 OR MORE tArt,o­ ­p­i� ❑ None or � Names listed below PROPERTY1- 4, INVESTMENTS AND INTERESTS IN REAL HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST C{rec{r one box: ❑ INVESTMENT ❑ REAL PROPERTY Name of Business Entity, if Investment, 4r Assessor's Parcel Number or Street Address of Real Property Description of Business Activity pl City or Other Precise Location of Reel Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 Q $10,001 - $100,000 J'-J__J2� ❑ $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 QCheck box if additional schedules reporting investments or real property are attached Comments: FPPCForm 700- Schedule A-2 (2023/2024) advice@fppt.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 9 SCHEDULE C • - • - 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 ® $10-001 - $100-000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED >i❑ 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 ❑ Loan repayment ❑ Commission or ❑ Other (Real property, car, boat, etc.) ❑ Rental Income, list each source of $10,000 or more (Describe) (Describe) 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 ❑ $1Q001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary Ej 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 ❑ Loan repayment ❑ Commission or ❑ Other (Real property, car, boat, etc.) ❑ Rental Income, list each source of $10,000 or more (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' 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 Street address ❑ Guarantor ❑ Other city (Describe) FPPC Form 700 - Schedule C (2023/2024) advice@fppc.ca.gov • 866-275-3772 • wwwJppc.a.gov Page -13 W. RICHARD MILLS CALIFORNIA FORM 700 STATEMENT OF ECONOMIC INTERESTS NON -DISCLOSURE STATEMENT There are three 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 k- \ -)A u.U4&-a' M W. Richard Mills