HomeMy WebLinkAbout2020-08-07 Form 700 - WeberSTATEMENT OF ECONOMIC INTERESTS Date Initial Filing Received
Filing
:CALIFORNIA FORM700
., COMMISSION
ONlceal Use Only
COVER PAGE
FAIR ,. PR4kCTICES
A PUBLIC DOCUMENT � L' 'XI
( CLERK'S OF1 ICE
Please type or print in ink.
ONAME
P A L M D E S E R .t (^ A
OF FILER {LAST) (FIRST) 2020 Qtf�jQDLE PM 4. 25
L C Frllt�J
Weber Susan
Marie
1. Office, Agency, or Court
Agency Name (Do not use acronyms)
City of Palm Desert
Division, Board, Department, District, 9 applicable
Your Position
City Council -: :D 115 ri,,_ i r_T l
Council Member
► If filing for multiple positions, list below or on an attachment,
(Do not use acronyms)
5ce Attached
Agency:
Position:
2. Jurisdiction of Office (Check at least one box)
❑✓ State
❑ Judge, Retired Judge, Pro Tern Judge, or Court Commissioner
(Statewide Jurisdiction)
❑ Multi -County
❑✓ County of Riverside
❑✓ City of Palm Desert
❑ Other
3. Type of Statement (Check at least one box)
❑✓ Annual: The period covered is January 1, 2019, through
❑ Leaving Office: Date Left 1 1.
December 31, 2019.
(Check one circle.)
• or -
O
O The period covered is January 1, 2019, through the date of
The period covered is I
through
December 31, 2019.
leaving office.
or.
❑ Assuming Office; Date assumed
O The period covered is _____!_ I through
the date of leaving office.
Candidate: Date of Election Nt}v 3 and office sought If different than Part 1:
Schedule Summary (must complete) P. Total number of pages including this cover page: s
Schedules attached
❑ Schedule A-1 - Investments - schedule attached
❑,/ Schedule A-2 - Investments - schedule attached
0 Schedule B - Real Property - schedule attached
-or- ❑ None - No reportable interests on any schedule
❑✓ Schedule C • Income, Loans. & Business Positions - schedule attached
❑ Schedule 0 - Income - Gins - schedule attached
❑ Schedule E - Income - Gifts - Travel Payments - schedule attached
5. Verification
MAILING ADDRESS STREET CITY $TATE 'Ir, ".ODE
(Business or Agency Address Recommended - Pubic Document)
73 510 Fred Waring Palm Desert CA 92260
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 conta-ned
herein and in any attached schedules is true and complete. I acknowledge this is a public document.
O1 certify under penalty of perjury under the laws of the State of California that the foregoing Is true and correct.
Date Signed August 7, 2020 Signature
(-1h, day yeaO ; Fae the odglnesy s9rned paper statemen! *M your fe.ng official)
FPPC Form 700 - Cover Page (2019/2020)
advlce®fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Page - 5
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SCHEDULE A-2 CALIFORNIA FORM [UU
Investments, Income, and Assets CES COMMISS
of Business Entities/Trusts Name
(Ownership Interest is 10% or Greater) Susan Marie Weber
Susan Marie Weber dba Management Essentials
Name
Palm Desert CA 92255
Address (Business Address Acceptable)
Check one
❑ Trust go to 2 Business Entity complete the box, then go to 2
�I Accountin¢ and CanESCRIPTIn itinN 0lETHIS BUSINESS
FAIR MARKET VALUE IF APPLICABLE LIST DATE-
R $0 - $1,999
❑✓ $2,000 - $10.000 -119
Q $10,001 - $100,000 ACQUIRED DISPOSED
❑ $100,001 - $1,000,000
❑ Over $1 000 000
NATURE OF INVESTMENT
❑ Partnership ❑✓ Sole Proprietorship []
YOUR BUSINESS POSITION Owner
❑ $0 - $499
❑ $5o0 - $1,000
0 ❑ $1,001 - $10,000
❑✓ None or
,/❑ $10,001 - $100 0013
❑ OVER $100,000
Names listed below
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
❑ $100,001 - $1,000,000
ACQUIRED DISPOSED
❑ Over $1,000,000
NATURE OF INTEREST
❑ Property Ownership/Deed of Trust
❑ Stock ❑ Partnership
0 ❑ Leasehold ❑ Other
Yrs. remaining
❑ Check box if additional schedules reporting investments or real properly
are attached
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 1�1� _�_ 119-
❑ $10 00, - $100 000 ACQUIRED DISPOSED
❑ $foo,001 - $1.000,000
❑ Over $1.000.000
NATURE OF INVESTMENT
❑ Partnership ❑ Sale Proprietorship ❑
Other
YOUR BUSINESS POSITION
❑ $0 - $499 ❑ $10 001 - $too 000
❑ $500 - $1,000 ❑ OVER $100 000
❑ $1,001 - $10 000
None or I I Names listed below
Check one box
❑ INVESTMENT ❑ REAL PROPERTY
Namusiness Entity if Investment Q
Assessor's Parcel Number or Street Address of Real Property
Description of Bus.ness 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 t / 19 ____J t 99
❑ $100.001 - $1 000,000 ACQUIRED DISPOSED
❑ Over $1.000,000
NATURE OF INTEREST
❑ Property Ownership/Deed of Trust [] Stock ❑ Partnership
❑ Leasehold ❑ Other
Yra remaining
❑ Check box if additional schedules reporting investments or real property
are attached
Comments:
FPPC Form 700 - Schedule A-2 (2019/2020)
advice@fppc.ca,g°v • 866-275-3772 • www.fppc.co.gov
�1 i CL�R�C'S (0
"SCHEDULE B
I nte r, 9 in Real Property
2a2t AUG I " Onc`fuding Rental Income)
► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
CITY
Palm Desert CA 92260
FAIR MARKET VALUE
[] $2,000 - $10,000
[] $10.001 - $100,000
Q $100 001 -$1000,00o
❑ Over $1.000 000
NATURE OF INTEREST
❑✓ Ownership/Deed of Trust
IF APPLICABLE, LIST DATE
—1--JA92 —J—J12
ACQUIRED DISPOSED
❑ Easement
❑ Leasehold 1 ❑
Yrs. remaining Other
IF RENTAL PROPERTY GROSS INCOME RECEIVED
❑ $0 - $499 ❑ $500 - $1 000 ❑ $1 001 - $10 000
❑ $10001 - $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.
O ❑ None
► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
002- Sea, Imperial County)
CITY
Bombay Beach
FAIR MARKET VALUE
Q $2 000 - $10 000
❑ $10,001 - $100.000
❑ $100 001 - $1 000.000
❑ Over $1 000 000
NATURE OF INTEREST
Q OwnershiplDeed of Trust
❑ Leasehold
IF APPLICABLE. LIST DATE
t,/.9 1 /119
ACQUIRED DISPOSED
[] Easement
El
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
* You are not required to report loans from a commercial lending institution 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 (2usiness Address Acceptable)
BUSINESS ACTIVITY IF ANY OF LENDER
INTEREST RATE TERM (MonthslYears
°h ❑ None
HIGHEST BALANCE DURING REPORTING PERIOD
[] $500 - $1.000 ❑ $100 1 - $10 000
❑ $10,001 - $100.000 ❑ OVER $100 000
O❑ Guarantor, if applicable
NAML OF LENDER`
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY IF ANY. OF LENDER
INTEREST RATE TERM (Months/Years)
[] None
HIGHEST BALANCE DURING REPORTING PERIOD
$500-$1 000 ❑ $1 001 - $10 000
$10 001 - $100 000 ❑ OVER $100 000
❑ Guarantor if applicable
Comments:
FPK Form 700 - Schedule a (2019/2020)
advice@fppc.ca.gov • 966-275-3772 a www.fppc.ca.gov
Page - It
S� L#
t1 { iR
2a2ti �t}�� ~� �� �• 25
SCHEDULE C
Income, Loans, & Business
Positions
(Other than Gifts and Travel Payments)
NAME OF SOURCE OF INCOME
Susan Marie Weber dba Management Essentials
ADDRESS (Business Address Acceptable)
Palm Desert CA 92255
BUSINESS ACTIVITY, IF ANY, OF SOURCE
Accounting, Consulting
YOUR BUSINESS POSITION
Owner
GROSS INCOME RECEIVED ❑ No Income - Business Posit on 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)
L Loan repayment
❑ Commission or ❑ Rental income. fist each source of S10,OW or more
Name
Susan Marie Weber
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 ❑ S1,001 - $10,000
❑ $10,001 - $100,000 ❑ OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑ Salary ❑ Spouse's or registered domestic partners 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 or sto,ow or more
(0esc'nbe) (Describe)
0 Other Sole Proprietorship Income 0 Other
(Descnbe) (Describe)
1� 2. LOANS RECEIVED OR OUTSTANDING DURING THE RF-PORTING 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 - s1.000
❑ $1 001 - S10,000
❑ s10 001 - s• o0,000
❑OVER $140 000
Comments-,
INTEREST RATE TERM (Monthaftars)
% ❑ None
SECURITY FOR LOAN
❑ None ❑ Personal residence
❑ Real Property
r Guarantor
❑ Other
Street address
city
(Describe)
FPPC Form 700 -Schedule C (2019/2020)
•dvlce@fppc.ca.gov • 866.275-3772 • www.fppc.a.gov
P.— -IA
CLERK'S OFFICI
PrNLK DESERT, r-
2020 AUG -1 PM 4'. 25
2019 Form 700 Susan Marie Weber
1. Office, Agency, or Court - attachment
Multiple Positions
Agency
Position
Coachella Valley Mountains Conservancy
Board Member
Coachella Valley Association of Governments
Committee Member
(Coachella Valley Conservation Board)
Sunline Transit Agency Board
Alternate Board Member —
Oversight Board to the Successor Agency of the
Palm Desert Redevelopment Agency
Council Designee
SCAG General Assembly, May 2019
Alternate Voting Delegate
fN
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