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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 0 ��Lt%���. `" 1 GaIRID s wit Aug �i 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 UN