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Home My WebLink About2014-07-29 Form 700 - HarnikDate Received CALIFORNIA FORM700 STATEMENT OF ECONOMIC INTERESTS R E C E I V Ep1(�aai Use only FAIR POLIFICAL PRACTICES COMMISSION CITY CLERK'S OFFICE PUBLIC DOCUMENT COVER PAGE PALM DESERT, CA Please type or print in ink. 1014 NAME OF FILER (LAST) (FIRST) (161DDLE Harnik Jan Constance 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of Palm Desert Division, Board, Department, District, if applicable Your Position City Council Council Member (Candidate) P. If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: Position: 2. Jurisdiction of Office (Check at least one box) ❑ State ❑ Judge or Court Commissioner (Statewide Jurisdiction) ❑ Multi -County ❑ County of m City of Palm Desert ❑ Other 3. Type of Statement (check at least one box) ❑ Annual: The period covered is January 1, 2013, through ❑ Leaving Office: Date Left I I December 31, 2013. (Check one) -or- The period covered is I I through O The period covered is January 1, 2013, through the date of December 31, 2013. leaving office. ❑ Assuming Office: Date assumed —J 1 O The period covered is _J I through the date of leaving office. m Candidate: Election year 2014 and office sought, if different than Part 1: 4. Schedule Summary � - - Check applicable schedules or "None." ► Total number of pages including this cover page: m Schedule A-1 - Investments — schedule attached m Schedule C - Income, Loans, & Business Positions — schedule attached m 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) Palm Desert CA 92261 DAYTIME TELEPHONE NUMBER E-MAIL ADDRESS (OPTIONAL) ( 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. ) — FPPC Form 700 (2013/2014) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov SCHEDULE A-1 Investments FAIR POLITICAL PRACTICES COMMISSION Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 10%) Jan C. Harnik Do not attach brokerage or financial statements. ► NAME OF BUSINESS ENTITY Lowe's GENERAL DESCRIPTION OF THIS BUSINESS Home Improvement FAIR MARKET VALUE ❑ $2.000 - $10.000 m $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT m Stock ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / / 13 / 13 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Exxon GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2,000 - $10,000 m $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT m Stock ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: —J 1 13 1 / 13 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Apple, Inc GENERAL DESCRIPTION OF THIS BUSINESS Consumer Electronics FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 m $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / 13 _/_/ 13 ACQUIRED DISPOSED Comments: ► NAME OF BUSINESS ENTITY AT&T GENERAL DESCRIPTION OF THIS BUSINESS Communications FAIR MARKET VALUE ❑ $2,000 - $10,000 m $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT m Stock ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: � / 13 1 / 13 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Pfizer GENERAL DESCRIPTION OF THIS BUSINESS Pharmaceuticals FAIR MARKET VALUE ❑ $2,000 - $10,000 m $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT m Stock ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / 13 �_ 1 13 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY North Sphere Associates LP GENERAL DESCRIPTION OF THIS BUSINESS Commercial Real Estate FAIR MARKET VALUE ❑ $2,000 - $10,000 m $10 001 - $100.000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) m Partnership 0 Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE 1 13 _/_/ 13 ACQUIRED DISPOSED FPPC Form 700(2013/2014) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov SCHEDULE A-1 CALIFORNIA _ Investments FAIR POLHICAL PRAC110ES COMMISSION Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 100/6) Jan C Hamik Do not attach brokerage or financial statements. ► NAME OF BUSINESS ENTITY Snap Two Production, LLC GENERAL DESCRIPTION OF THIS BUSINESS Theatrical production about the Holocaust FAIR MARKET VALUE m $2,000 - $10,000 ❑ $10,001 - $100,0oo ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Limited Liability Company ❑ Stock m Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: — / 13 ACQUIRED DISPOSED P. NAME OF BUSINESS ENTITY First Foundation Bank GENERAL DESCRIPTION OF THIS BUSINESS Bank FAIR MARKET VALUE m $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT m Stock ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / 13 _/_ 1 13 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2,000 - $10.000 ❑ $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: —J , 13 ,J_I 13 ACQUIRED DISPOSED Comments: ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: —ice 13 �_� 13 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: _I/� 13 _� / 13 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,00, - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE LIST DATE: / 13 _J / 13 ACQUIRED DISPOSED FPPC Form 700 (2013/2014) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) CV Strategies, Inc 45025 Manitou Drive, Indian Wells, CA 92210 Address (Business Address Acceptable) Check one ❑ Trust, go to 2 ® Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS Strategic Communications FAIR MARKET VALUE IF APPLICABLE, LIST DATE ❑ $o - $1,999 1 12 31 ❑ $2,000 - $10,000 _J-/ 3 31113 ❑ $10,001 - $100,000 ACQUIRED DISPOSED m $100.001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership ❑ Sale Proprietorship ❑ Other YOUR BUSINESS POSITION _ __ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 ❑ $1,001 - $10,000 11- 3. LIST THE NAME OF P•-TABLE SINGLE SOURCE OF INCOME OF S1 0,000 OR MORE (All-h ❑ None • INTERESTS IN REAL PROPERTY. OR LEASED BY THE BUSINESS ENTITY • 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 13 / 13 ❑ $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 P01.I11CA1. PRACTICES COMMISSION Name I Jan C. Harnik 0, 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 �� 13 � / 13 ❑ $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 ••INCOME ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 ❑ $1,001 - $10,000 P. 3. LIST THE NAME OF ••-TABLE SINGLE SOURCE OF None PROPERTYP- 4. INVESTMENTS AND INTERESTS IN REAL • OR LEASED BY THE BUSINESS ENTITY OR TRUST Check one box: ❑ INVESTMENT ❑ REAL PROPERTY Name of Business Entity, if Investment, 1 Assessor's Parcel Number or Street Address of Real Property Description of Business Activity 1 City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 El $10,001 - $100,000 13 ❑ $10o,001 - $1.000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OFINTEREST ❑ 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 (2013/2024) Sch. A-2 Comments: FPPC Advice Email: advice@fppc.ca.gov FPPCToll-Free Helpline:866/275-3772 www.fppc.ca.gov 2013 CV Strategies Client — Paid Over $10,000: Boys and Girls Clubs of Coachella Valley California Utility Executives Management Foundation City of Canyon Lake City of Coachella CVRWMG (Coachella Valley Water District) CUEMA (CA Utility Executive Mgmt. Assoc.) Desert Horizons Newco LLC Desert Water Agency East Valley Water District First Solar Development Inc. H.N. and Frances C. Berger Foundation Hi Desert Water District Indio Water Authority NextEra Energy New West Nobel Systems Rowland Water District San Bernardino County Superintendent of Schools Western Municipal Water District SCHEDULE B Interests in Real Property (Including Rental Income) ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 45025 Manitou Drive CITY Indian Wells, CA 92210 FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1,000,000 m Over $1,000,000 NATURE OF INTEREST m Ownership/Deed of Trust IF APPLICABLE, LIST DATE / 13 / 13 ACQUIRED DISPOSED ❑ Easement ❑ Leasehold ❑ Yrs remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100.000 ❑ OVER $100.000 SOURCES OF RENTAL INCOME: If you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more. ❑ None Roemer & Hamik, LLP; CV Strategies, Inc.; Richard Ryder, Robert Bemheimer, PC; Grand Luxury properties; Donald Griffith; Russell Davis; Primary Residential Mortgage Name Jan C Hamik 111,- ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS CITY FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10.001 - $100,000 ❑ $100,001 - $1,000.000 ❑ Over $1,000,000 NATURE OF INTEREST ❑ Ownership/Deed of Trust ❑ Leasehold IF APPLICABLE, LIST DATE: / 13 -j_j13 ACQUIRED DISPOSED ❑ Easement Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED ❑ $0 - $499 ❑ $5oo - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100.000 SOURCES OF RENTAL INCOME- If you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more. ❑ None I * You are not required to report loans from commercial lending institutions 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* NAME OF LENDER* ADDRESS (Business Address Acceptable) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) INTEREST RATE TERM (Months/Years) ❑ None °/. ❑ None HIGHEST BALANCE DURING REPORTING PERIOD HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 ❑ $10,001 - $100,000 ❑ OVER $100 000 ❑ Guarantor, if applicable ❑ Guarantor, if applicable Comments: FPPC Form 700 (2013/2014) Sch. B FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov SCHEDULE C CALIFORNIA Income, Loans, & Business FAIR P01.111C.Al. PR Positions Name (Other than Gifts and Travel Payments) Jan C. Hamik NAME OF SOURCE OF INCOME Roemer & Hamik LLP ADDRESS (Business Address Acceptable) 45025 Manitou Drive, Indian Wells, CA 92210 BUSINESS ACTIVITY, IF ANY, OF SOURCE Law Firm YOUR BUSINESS POSITION None - Spouse'se Company GROSS INCOME RECEIVED ❑ $500 - $1,000 ❑ $1,001 - $10.000 ❑ $10,001 - $100,000 m OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary m Spouse's or registered domestic partner's income ❑ Loan repayment ❑ Partnership ❑ Sale of (Real property, car, boat, etc.) ❑ Commission or ❑ Rental Income, list each source or $10,000 or more ❑ Other (Describe) 1. INCOME RECEIVED NAME OF SOURCE OF INCOME ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED ❑ $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 ❑ Loan repayment ❑ Partnership ❑ Sale of (Real properly, car, boat, etc.) ❑ Commission or ❑ Rental Income, list each source or $10,000 or more ❑ Other (Describe) 0- 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD * You are not required to report loans from commercial lending institutions, 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 (2013/2014) Sch. C FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov