HomeMy WebLinkAboutFinancial Disclosure Statements - Annual - N/A - 1/15/2019siq,1QNt5PH 1:25CITYCLE
MARICOPA COUNTY FINANCIAL DISCLOSURE STATEMENT
(For use by all Local Public Officers in Maricopa County)
Name of Local Public Officer:
Joyce V. dark
Address: (Please note: this address is public information and not subject to redaction)
8628 W. Cavalier Drive, Glendale, AZ 85305
Local Public Office Held:
Councilmember, City of Glendale
District / Division Number (if applicable):
Yucca district
Please check the appropriate box that reflects your service for this filing year:
|1 am a local public officer filing this Financial Disclosure Statement covering the 12 months of calendar year |2018
11 have been appointed to fill a vacancy in a public office within the last 60 days and am filing this Financial Disclosure Statement covering the
12 month period ending with the last full month prior to the date I took office.
11 am a candidate for a public office, and am filing this Financial Disclosure Statement covering the 12 months preceding the date of
this statement, from the month of to the month of 2018
VERIFICATION
I verify under penalty of perjury that the information provided in this Financial Disclosure Statement is true and correct.
Joyce V. dark
Signature of Local Public Officer
(Digital and Typewritten signatures accepted)
Secretary of State Revision November 29, 2017/Maricopa County Revised April 2,2018
2. (cont.)
Subsection (2)(a):
LOCAL PUBLIC OFFICER OR
HOUSEHOLD MEMBER BENEFITTED
NAME AND ADDRESS OF EMPLOYER WHO
PROVIDED COMPENSATION > $1,000
NATURE OF
EMPLOYER'S BUSINESS
NATURE OF SERVICES PROVIDED BY
LOCAL PUBLIC OFFICER OR HOUSEHOLD
MEMBER FOR EMPLOYER
Joyce V. dark City of Glendale
5850 W. Glendale Avenue
Glendale, AZ 85301
Municipal Government Elected Official
Subsection (2)(b) (if applicable):
LOCAL PUBLIC OFFICER OR
HOUSEHOLD MEMBER3 BENEFITTED
NAME AND ADDRESS OF PERSON WHO
PROVIDED SERVICES VALUED OVER $1,000
FOR YOUR OR YOUR HOUSEHOLD MEMBER'S
USE OR BENEFIT
NATURE OF SERVICES
PROVIDED BY PERSON FOR
YOUR OR YOUR HOUSEHOLD
MEMBER'S USE OR BENEFIT
NAME AND ADDRESS OF THIRD PARTY WHO PAID
FOR PERSON'S SERVICES ON YOUR OR YOUR
HOUSEHOLD MEMBER'S BEHALF
3. Professional, Occupational and Business Licenses
What to disclose: List all professional, occupational or business licenses held by you or any member of your household at any time during
the period covered by this Financial Disclosure Statement.
This includes licenses in which you or a member of your household had an "interest," which includes (but is not limited to) any business license held
by a "controlled" or "dependent" business as defined in Question 12 below.
You are not required to disclose the names of your spouse or minor children. Thus, you may identify your household members as "spouse," "minor child 1", "minor child 2," etc.
Secretary of State Revision November 29, 2017/Maricopa County Revised April 2,2018
3. (cont.)
LOCAL PUBLIC OFFICER OR
HOUSEHOLD MEMBER
AFFECTED
TYPE OF LICENSE PERSON OR ENTIPf HOLDING THE LICENSE JURISDICTION OR ENTITY THAT ISSUED LICENSE
4. Personal Creditors
What to disclose: The name and address of each creditor to whom you or a member of your household owed a qualifying personal debt5 over
$1,000 during any point during the period covered by this Financial Disclosure Statement.
Additionally, if the qualifying personal debt was either incurred for the first time or completely discharged (paid in full) during this period, list the date
and check the applicable box to indicate whether it was incurred or discharged. Otherwise, check the box for "N/A" if the debt was not first
incurred or fully discharged during the period covered by this Financial Disclosure Statement.
You need nfit disclose the following, which do not qualify as "personal debt":
. Debts resulting from the ordinary conduct of a business (these will be disclosed in Section B below)-
. Debts on any personal residence or recreational property;
. Debts on motor vehicles used primarily for personal purposes (not commercial purposes)'
. Debts secured by cash values on life insurance;
. Debts owed to relatives;
. Personal credit card transactions or the value of any retail installment contracts you or your household member entered into.
^ You are not required to disclose the names of your spouse or minor children. Thus, you may identify your household members as "spouse," "minor child 1", "minor child 2," etc.
A "qualifying" debt is a personal debt other than the types of debts in the bullet point list above.
Secretary of State Revision November 29, 2017/Maricopa County Revised April 2, 2018
4. (cont.)
LOCAL PUBLIC OFFICER OR HOUSEHOLD MEMBER6
OWING THE DEBT
NAME AND ADDRESS OF CREDITOR (OR PERSON
TO WHOM PAYMENTS ARE MADE)
IF THE DEBT WAS FIRST INCURRED OR COMPLETELY
DISCHARGED DURING THIS REPORTING PERIOD, PROVIDE
THE DATE (MM/DD/YYYY) AND CHECK THE APPROPRIATE
Box
Date:
Dlncurred D Discharged DN/A
Date:
Qlncurred Q Discharged Q N/A
Date:
D Incurred Q Discharged QN/A
5. Personal Debtors
What to disclose: The name of each debtor who owed you or a member of your household a debt over $1,000 at any time during the period
covered by this Financial Disclosure Statement, along with the approximate value of the debt by financial category.
Additionally, if the debt was either incurred for the first time or completely discharged (paid in full) during this period, list the date and check the box to
indicate whether it was incurred or discharged. Otherwise, check "N/A" (for "not applicable") after the word "Date" if the debt was not first incurred or
fully discharged during the period covered by this Financial Disclosure Statement.
LOCAL PUBLIC OFFICER
OR HOUSEHOLD MEMBER6
OWING THE DEBT
NAME OF DEBTOR APPROXIMATE VALUE OF
DEBT
IF THE DEBT WAS FIRST INCURRED OR COMPLETELY DISCHARGED
DURING THIS REPORTING PERIOD, PROVIDE THE DATE
(MM/DD/YYYY) AND CHECK THE APPROPRIATE BOX
$1,000-$25,000
$25,001 -$100,000
$100,001 +
Date;
Qlncurred QDischarged QN/A
$1,000-$25,000
$25,001 -$100,000
$100,001 +
Date:
Qlncurred Q Discharged QN/A
$1,000-$25,000
$25,001 -$100,000
$100,001 +
Date:
Dlncurred D Discharged DN/A
You are not required to disclose the names of your spouse or minor children. Thus, you may identify your household members as "spouse," "minor child 1" "minor child 2, etc.
Secretary of State Revision November 29, 2017/Maricopa County Revised April 2,2018
6. Gifts
What to disclose: The name of the donor who gave you or a member of your household a single gift or an accumulation of gifts during the preceding
calendar year with a cumulative value over $500, subject to the exceptions listed in the below "You need not disclose" paragraph. A "gift" means a
gratuity (tip), special discount, favor, hospitality, service, economic opportunity, loan or other benefit received without adequate consideration
(reciprocal value) and not provided to members of the public at large (in other words, a personal benefit you or your household member received
without providing an equivalent benefit in return).
Pf?9?? npt9: the concept of a "gift" for purposes of this Financial Disclosure Statement is separate and distinct from the gift restrictions outlined in
Arizona's lobbying statutes. Thus, disclosure in a lobbying report does not relieve you or a member of your household's duty to disclose gifts in this
Financial Disclosure Statement.
You need fist disclose the following, which do not qualify as "gifts":
. Gifts received by will;
- Gift received by intestate succession (in other words, gifts distributed to you or a household member according to Arizona's intestate succession
laws, not by will);
. Gift distributed from an inter vivos (living) or testamentary (by will) trust established by a spouse or family member;
. Gifts received from any other member of the household;
. Gifts received by parents, grandparents, siblings, children and grandchildren; or
. Political campaign contributions reported on campaign finance reports.
LOCAL PUBLIC OFFICER OR HOUSEHOLD MEMBER7
WHO RECEIVED GIFT(S) OVER $500
Joyce dark
Joyce dark
NAME OF GIFT DONOR
Fiesta Bowl, 2 tickets, value of $970
City of Glendale, 2 Coyotes game suite tickets
value of $250
You are not required to disclose the names of your spouse or minor children. Thus, you may identify your household members as "spouse," "minor child 1", "minor child 2," etc.
Secretary of State Revision November 29, 2017/Maricopa County Revised April 2,2018
7. Office, Position or Fiduciary Relationship in Businesses, Nonprofit Organizations or Trusts
What to disclose: The name and address of each business, organization, trust or nonprofit organization or association in which you or any member
of your household held any office, position, or fiduciary relationship during the period covered by this Financial Disclosure Statement, including a
description of the office, position or relationship.
LOCAL PUBLIC OFFICER OR
HOUSEHOLD MEMBER8 HAVING THE
REPORTABLE RELATIONSHIP
NAME AND ADDRESS OF BUSINESS, ORGANIZATION,
TRUST, OR NONPROFIT ORGANIZATION
OR ASSOCIATION
DESCRIPTION OF OFFICE, POSITION OR FIDUCIARY
RELATIONSHIP HELD BY THE PUBLIC OFFICER
OR HOUSEHOLD MEMBER
8. Ownership or Financial Interests in Businesses, Trusts or Investment Funds
What to disclose: The name and address of each business, trust, or investment fund in which you or any member of your household had an
ownership or beneficial interest of over $1,000 during the period covered by this Financial Disclosure Statement. This includes stocks, annuities,
mutual funds, or retirement funds. It also includes any financial interest in a limited liability company, partnership, joint venture, or sole proprietorship.
Also, check the box to indicate the value of the interest.
LOCAL PUBLIC OFFICER OR hlOUSEHOLD
MEMBER hlAVING THE INTEREST
NAME AND ADDRESS OF BUSINESS, TRUST
OR INVESTMENT FUND
DESCRIPTION OF THE BUSINESS, TRUST
OR INVESTMENT FUND
APPROXIMATE EQUITY
VALUE OF THE INTEREST
Joyce dark Cambridge Investment Advisors
2850 E. Camelback Road, Ste. 200
Phoenix, AZ 85016
Personal Investment Fund
^
$1,000-$25,000
$25,001-$100,000
$100,001 +
$1,000-$25,000
$25,001-$100,000
$100,001 +
$1,000-$25,000
$25,001-$100,000
$100,001 +
You are not required to disclose the names of your spouse or minor children. Thus, you may identify your household members as "spouse," "minor child 1", "minor child 2," etc.
Secretary of State Revision November 29, 2017/Maricopa County Revised April 2, 2018
9. Ownership of Bonds
What to disclose: Bonds issued by a state or local government agency worth more than $1,000 that you or a member of your household held
during the period covered by this Financial Disclosure Statement. Also, check the box to indicate the approximate value of the bonds.
Additionally, if the bonds were either acquired for the first time or completely divested (sold in full) during this period, list the date and check the box
whether the bonds were acquired or divested. Otherwise, check "N/A" (for "not applicable") after the word "Date" if the bonds were not first acquired
or fully divested during the period covered by this Financial Disclosure Statement.
LOCAL PUBLIC OFFICER OR
HOUSEHOLD MEMBER8
ISSUED BONDS
ISSUING STATE OR LOCAL
GOVERNMENT AGENCY
APPROXIMATE VALUE OF
BONDS
IF THE BONDS WERE FIRST ACQUIRED OR COMPLETELY
DISCHARGED DURING THIS REPORTING PERIOD, PROVIDE THE
DATE (MM/DD/YYYY) AND CHECK THE APPROPRIATE BOX
Q$1,000-$25,000
Q$25,001-$100,000
Q$ioo,ooi +
Date:
QAcquired QDivested QN/A
D$1,000-$25,000
D$25,001-$100,000
a$i 00,001 +
Date:
QAcquired QDivested QN/A
Q$1,000-$25,000
Q$25,001-$100,000
[-|$100,001 +
Date:
QAcquired QDivested [~~\ N/A
10. Real Property Ownership
What to disclose: Arizona real property (land) and improvements which was owned by you or a member of your household during the period
covered by this Financial Disclosure Statement, other than your primary residence or property you use for personal recreation. Also describe the
property's location (city and state) and approximate size (acreage or square footage), and check the box to indicate the approximate value of the
land.
Additionally, if the land was either acquired for the first time or completely divested (sold in full) during this period, list the date and check the box to
indicate whether the land was acquired or divested. Otherwise, check "N/A" (for "not applicable") if the land was not first acquired or fully divested
during the period covered by this Financial Disclosure Statement.
You need not disclose: Your primary residence or property you use for personal recreation.
You are not required to disclose the names of your spouse or minor children. Thus, you may identify your household members as "spouse," "minor child 1" "minor child 2, etc.
Secretary of State Revision November 29, 2017/Maricopa County Revised April 2,2018
0. (cont.)
LOCAL PUBLIC OFFICER OR
HOUSEHOLD MEMBER9
THAT OWNS LAND
LOCATION AND
APPROXIMATE SIZE
APPROXIMATE VALUE OF
LAND
IF THE LAND WAS FIRST ACQUIRED OR COMPLETELY
DISCHARGED DURING THIS REPORTING PERIOD, PROVIDE THE
DATE (MM/DD/YYYY) AND CHECK THE APPROPRIATE Box
Q$1,000-$25,000
Q$25,001-$100,000
Q$ioo,ooi +
Date:
QAcquired QDivested QN/A
Q$1,000-$25,000
Q$25,001-$100,000
Q$ioo,ooi +
Date:
QAcquired QDivested QN/A
Q$1,000-$25,000
[~|$25,001-$100,000
Q$100,001 +
Date:
QAcquired QDivested QN/A
11. Travel Expenses
What to disclose: Each meeting, conference or other event during the period covered in this Financial Disclosure Statement where you
participated in your official capacity and travel-related expenses of $1 ,000 or more were paid on your behalf (or which you were reimbursed) for that
meeting, conference, or other event. "Travel-related expenses" include, but are not limited to, the value oftranspori:ation, meals, and lodging to
attend the meeting, conference, or other event.
You need not disclose: Any meeting, conference, or other event where paid or reimbursed travel-related expenses were less than $1,000 or your
personal monies were expended related to the travel.
NAME OF MEETING, CONFERENCE, OR EVENTATTENDED IN
OFFICIAL CAPACITY AS LOCAL PUBLIC OFFICER LOCATION AMOUNT OR VALUE OF TRAVEL COSTS
Q$1,000-$25,000
Q$25,001-$100,000
[~]$100,001 +
Q$1,000-$25,000
Q$25,001-$100,000
Q$100,001 +
D$1,000-$25,000
D$25,001-$100,000
D$ioo,ooi +
You are not required to disclose the names of your spouse or minor children. Thus, you may identify your household members as "spouse," "minor child 1", "minor child 2," etc.
Secretary of State Revision November 29, 2017/Maricopa County Revised April 2, 2018
B. BUSINESS FINANCIAL INTERESTS
This section requires disclosure of any financial interests of a business owned by you or a member of your household.
12. Business Names
What to disclose: The name of any business under which you or any member of your household owns or did business under (in other words, if you
or your household member were self-employed) during the period covered by this Financial Disclosure Statement, which include any corporations,
limited liability companies, partnerships, sole proprietorships or any other type of business conducted under a trade name.
Also disclose if the named business is controlled or dependent. A business is "controlled" if you or any member of your household (individually or
combined) had an ownership interest that amounts to more than 50%. A business is classified as "dependent," on the other hand, if: (1) you or any
household member (individually or combined) had an ownership interest that amounts more than 10%; and (2) the business received more than
$10,000 from a single source during the period covered by this Financial Disclosure Statement, which amounted to more than 50% of the business'
gross income for the period.
Pl?a?? n9t?: If the business was either controlled or dependent, check the box to indicate whether it was controlled or dependent in the last column
below. If the business was both controlled and dependent during the period covered by this Financial Disclosure Statement, check both boxes.
Otherwise, leave the boxes in the last column below blank.
LOCAL PUBLIC OFFICER OR HOUSEHOLD
MEMBER OWNING THE BUSINESS NAME AND ADDRESS OF BUSINESS CHECK THE APPROPRIATE BOX IF THE BUSINESS IS "CONTROLLED"
BY OR "DEPENDENT" ON YOU OR A HOUSEHOLD MEMBER
QControlled F") Dependent
QControlled [-| Dependent
[Controlled [-| Dependent
Please note: If a business listed in the foregoing Question 12 was neither "controlled" nor "dependent" during the period covered by this
Financial Disclosure Statement, you need not complete the remainder of this Financial Disclosure Statement with respect to that business. If
none of the businesses listed in Question 12 were "controlled" or "dependent," you need not complete the remainder of this Financial Disclosure
Statement.
10 You are not required to disclose the names of your spouse or minor children. Thus, you may identify your household members as "spouse," "minor child 1", "minor child 2," etc.
Secretary of State Revision November 29, 2017/Maricopa County Revised April 2,2018 10
13. Controlled Business Information
What to disclose: The name of each controlled business listed in Question 12 above, and the goods or services provided by the business.
If a single client or customer (whether a person or business) accounts for more than $10,000 and 25% of the business' gross income during the
period covered by this Financial Disclosure Statement, the client or customer is deemed a "major client" and therefore you must describe what your
business provided to this major client in the third column below. Also, if the major client is a business, please describe the client's type of business
activities in the final column below (but if the major client is an individual, write "N/A" for "not applicable" in the final column below).
If the business does not have a major client, write "N/A" for "not applicable" in the last two columns below.
You need not disclose: The name of any major client, or the activities of any major client that is an individual.
If you or your household member does not own a business, or if your or your household member's business is not a controlled business, you may
leave this question blank.
NAME OF YOUR OR YOUR HOUSEHOLD
MEMBER'S CONTROLLED BUSINESS
GOODS OR SERVICES PROVIDED BY THE
CONTROLLED BUSINESS
DESCRIBE WHAT YOUR BUSINESS
PROVIDES TO ITS MAJOR CLIENT
TYPE OF BUSINESS ACTIVITIES OF THE
MAJOR CLIENT (IF A BUSINESS)
Secretary of State Revision November 29, 2017/Maricopa County Revised April 2,2018 11
14. Dependent Business Information
What to disclose: The name of each dependent business listed in Question 12 above, and the goods or services provided by the business.
If a single client or customer (whether a person or business) accounts for more than $10,000 and 25% of the business' gross income during the
period covered by this Financial Disclosure Statement, the client or customer is deemed a "major client" and therefore you must describe what your
business provided to this major client in the third column below. Also, if the major client is a business, please describe the client's type of business
activities in the final column below (but if the major client is an individual, write "N/A" for "not applicable" in the final column below).
If the business does not have a major client, write "N/A" for "not applicable" in the last two columns below. Likewise, if the dependent business is also
a controlled business, disclose the business only in Question 13 above and leave this question blank.
You need not disclose: The name of any major client, or the activities of any major client that is an individual.
If you or your household member does not own a business, or if your or your household member's business is not a dependent business, you may
leave this question blank.
NAME OF YOUR OR YOUR HOUSEHOLD
MEMBER'S DEPENDENT BUSINESS
GOODS OR SERVICES PROVIDED BY THE
DEPENDENT BUSINESS
DESCRIBE WHAT YOUR BUSINESS
PROVIDES TO ITS MAJOR CUSTOMER
TYPE OF BUSINESS ACTIVITIES OF THE
MAJOR CUSTOMER (IF A BUSINESS)
Secretary of State Revision November 29, 2017/Maricopa County Revised April 2, 2018 12
15. Real Property Owned by a Controlled or Dependent Business
What to disclose: Arizona real property (land) and improvements which was owned by a controlled or dependent business during the period
covered by this Financial Disclosure Statement. Also describe the property's location (city and state) and approximate size (acreage or square
footage), and check the box to indicate the approximate value of the land. If the business is one that deals in real property and improvements,
check the box that corresponds to the aggregate value of all parcels held by the business during the period covered by this Financial Disclosure
Statement.
Additionally, if the land was either acquired for the first time or completely divested (sold in full) during this period, list the date and check whether the
land was acquired or divested. Otherwise, check "N/A" (for "not applicable") if the land was not first acquired or fully divested during the period
covered by this Financial Disclosure Statement.
You need not disclose: If you or your household member does not own a business, or if your or your household member's business is not a
dependent business, you may leave this question blank.
NAME OF CONTROLLED OR
DEPENDENT BUSINESS THAT
OWNS LAND
LOCATION AND APPROXIMATE SIZE APPROXIMATE VALUE OF
LAND
IF THE LAND WAS FIRST ACQUIRED OR COMPLETELY DISCHARGED
DURING THIS REPORTING PERIOD, PROVIDE THE DATE
(MM/DD/YYYY) AND CHECK THE APPROPRIATE Box
$1,000-$25,000
$25,001 -$100,000
Q $100,001 +
Date:
Q Acquired [_] Divested QN/A
$1,000-$25,000
D $25,001 -$100,000
$100,001 +
Date:
QAcquired QDivested QN/A
$1,000-$25,000
d $25,001 -$100,000
$100,001 +
Date:
Q Acquired D Pi vested IN/A
Secretary of State Revision November 29, 2017/Maricopa County Revised April 2, 2018 13
16. Controlled or Dependent Business' Creditors
What to disclose: The name and address of each creditor to which a controlled or dependent business owed more than $10,000, if that amount was
also more than 30% of the business' total indebtedness at any time during the period covered by this Financial Disclosure Statement ("qualifying
business debt").
Additionally, if the qualifying business debt was either incurred for the first time or completely discharged (paid in full) during this period, list the date
and check the box to indicate whether it was incurred or discharged. Otherwise, check "N/A" (for "not applicable") after the word "Date" if the
business debt was not first incurred or fully discharged during the period covered by this Financial Disclosure Statement.
You need not disclose: If you or your household member does not own a business, or if your or your household member's business is not a
controlled or dependent business, you may leave this question blank.
NAME OF CONTROLLED OR DEPENDENT BUSINESS
OWING THE QUALIFYING DEBT
NAME AND ADDRESS OF CREDITOR (OR PERSON
TO WHOM PAYMENTS ARE MADE)
IF THE DEBT WAS FIRST INCURRED OR COMPLETELY
DISCHARGED DURING THIS REPORTING PERIOD, PROVIDE THE
DATE (MM/DD/YYYY) AND CHECK THE APPROPRIATE Box
Date:
Incurred QDischarged Q N/A
Date:
Qlncurred QDischarged QN/A
Date:
]lncurred QDischarged IN/A
Secretary of State Revision November 29, 2017/Maricopa County Revised April 2,2018 14
17. Controlled or Dependent Business' Debtors
What to disclose: The name of each debtor who owed more than $10,000 to a controlled or dependent business, if that amount was also more than
30% of the total indebtedness owed to the controlled or dependent business at any time during the period covered by this Financial Disclosure
Statement ("qualifying business debt"). Also check the box to indicate the approximate value of the debt by financial category.
Additionally, if the qualifying business debt was either incurred for the first time or completely discharged (paid in full) during this period, list the date
and check the box to indicate whether it was incurred or discharged. Otherwise, check "N/A" (for "not applicable") if the business debt was not first
incurred or fully discharged during the period covered by this Financial Disclosure Statement.
You need not disclose: If you or your household member does not own a business, or if your or your household member's business is not
a controlled or dependent business, you may leave this question blank.
PUBLIC OFFICER OR
HOUSEHOLD MEMBER11
OWED THE DEBT
NAME OF DEBTOR APPROXIMATE VALUE
OF DEBT
IF THE DEBT WAS FIRST INCURRED OR COMPLETELY
DISCHARGED DURING THIS REPORTING PERIOD, PROVIDE THE
DATE (MM/DD/YYYY) AND CHECK THE APPROPRIATE Box
D$1,000-$25,000
D$25,001-$100,000
Q$100,001 +
Date:
Qlncurred D Discharged DN/A
D$1,000-$25,000
Q$25,001 -$100,000
[-]$100,001 +
Date:
Qlncurred Q Discharged QN/A
D$1,000-$25,000
Q$25,001 -$100,000
Q$100,001 +
Date:
Qlncurred Q Discharged ]N/A
11 You are not required to disclose the names of your spouse or minor children. Thus, you may identify your household members as "spouse, "minor child 1" "minor child 2," etc.
Secretary of State Revision November 29, 2017/Maricopa County Revised April 2,2018 15