2026-09-11T10:54:10-05:00 2025-12-31 680456752 DILLWOOD BURKEL & MILLAR LLP 175 CONCOURSE BOULEVARD SUITE A SANTA ROSA CA 95403 990 2025-01-01 842431277 PETALUMA RIVER PARK FOUNDATION INC PETA 7072771655 101 H STREET B PETALUMA CA 94952 SEAIR LORENTZ EXECUTIVE DIRECTOR 7072771655 2026-09-08 1 LOTASHA THOMAS P01225273 7075778806 2026-09-08 2025 SEAIR LORENTZ 101 H STREET B PETALUMA CA 94952 11232986 0 X WWW.PETALUMARIVERPARK.ORG X 2019 CA TO MEET OUR VITAL NEED FOR SHARED SPACE THAT CONNECTS PEOPLE, ART, AND NATURE. 13 12 11 70 0 0 3307719 11062821 702613 0 60793 170165 0 0 4071125 11232986 0 0 0 0 639591 761794 0 41500 551737 887906 935942 1527497 1739236 2543628 9493750 12597362 22577196 138347 624431 12459015 21952765 X THE MISSION OF THE PETALUMA RIVER PARK FOUNDATION IS TO MEET OUR VITAL NEED FOR SHARED SPACE THAT CONNECTS PEOPLE, ART, AND NATURE. WHEN WE SUCCEED, THE RIVER PARK WILL BE A VIBRANT, WELCOMING PLACE THAT FOSTERS A LOVE OF NATURE, SPARKS CREATIVITY, AND UNIFIES OUR COMMUNITY FOR GENERATIONS TO COME. 0 0 680025 SEE SCHEDULE O. 680025 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 38 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 13 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X SEAIR LORENTZ 7072771655 101 H STREET SUITE B PETALUMA CA 94952 DAVID DUSKIN PRESIDENT/CHAIR 10.00 X X 0 0 0 JORGE SERVIN TREASURER 5.00 X X 0 0 0 SEAN PAUL LORENTZ SECRETARY 1.00 X X 0 0 0 ANA CORDOVA BELIK BOARD MEMBER 1.00 X 0 0 0 DEBORAH SMITH BOARD MEMBER 5.00 X 0 0 0 DONNA LEGGE BOARD MEMBER 1.00 X 0 0 0 ELIZA HOOSHIAR BOARD MEMBER 5.00 X 0 0 0 NED FOLEY BOARD MEMBER 1.00 X 0 0 0 RAY FORT BOARD MEMBER 5.00 X 0 0 0 REBECCA FUETTE BOARD MEMBER 1.00 X 0 0 0 STEPHANIE BLAKE BOARD MEMBER 1.00 X 0 0 0 SUSAN ROCKRISE BOARD MEMBER 1.00 X 0 0 0 TATIANA MORA-LIAUTAUD BOARD MEMBER 1.00 X 0 0 0 SEAIR LORENTZ EXECUTIVE DIRECTOR 40.00 X 177501 0 18579 MARGARET LIMBERT DEVELOPMENT DIRECTOR 40.00 X 140000 0 5195 317501 0 23774 2 0 1 0 CMG LANDSCAPE ARCHITECTS 444 BRYANT ST SAN FRANCISCO CA 94107 LANDSCAPE ARCHITECTURE/PARK DESIGN 1762310 ENGEO INCORPORATED 2633 EL CAMINO RAMON SUITE 250 SAN RAMON CA 94583 ENGINEERING 143788 2 2326766 8736055 30100 11062821 170165 170165 11232986 0 0 170165 X 341273 64695 147958 128620 319292 75378 93425 150489 33667 360 33307 67562 14792 23274 29496 17631 9735 7896 35306 35306 41500 41500 1925 1925 476874 290137 67975 118762 153966 85717 1396 66853 11044 154 8970 1920 16278 5 14606 1667 52618 52618 11636 4159 4922 2555 13604 13604 9506 1828 7678 PROPERTY TAX 92064 92064 REPAIRS AND MAINTENANCE 33586 31607 1979 OTHER 9904 5525 4379 1739236 680025 507474 551737 327478 658536 535729 8481803 614600 144200 533929 1022752 143383 431 12275443 18101 10383008 12257342 59235 12132 12597362 22577196 126035 612119 12312 12312 138347 624431 X 11844956 21792339 614059 160426 12459015 21952765 12597362 22577196 9493750 0 X 0 1 X 1 0 X 647910 754418 8490736 3307719 11062821 24263604 647910 754418 8490736 3307719 11062821 24263604 19206402 5057202 4 170389 60793 170165 401351 24664955 702613 0.20500 0.16590 X REG. SEC. 1.170A-9(F)(3)(II)PETALUMA RIVER PARK FOUNDATION IS AN ORGANIZATION THAT MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND COMMUNITY. DURING 2025, THE FOUNDATION EXPENDED $551,737, OR 30.74% OF TOTAL FUNCTIONAL EXPENSES, ON FUNDRAISING ACTIVITIES. REG. SEC. 1.170A-9(F)(3)(III)(A)AS OF THE TAX YEAR END, THE FOUNDATION RECEIVED 20.07% OF TOTAL FINANCIAL SUPPORT FROM THE PUBLIC, 10.07% ABOVE THE REQUIREMENT OF REG. SEC. 1.1790A-9(F)(3)(I). REG. SEC. 1.170A-9(F)(3)(III)(B)THE FOUNDATION RECEIVES SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS TO FUND PROGRAMS TO CREATE AN INCLUSIVE AND ACCESSIBLE OUTDOOR PLACE THAT ENRICHES THE LIVES OF ALL RESIDENTS AND VISITORS TO PETALUMA. REG. SEC. 1.170A-9(F)(3)(III)(C)INDIVIDUALS WHO SERVE ON THE GOVERNING BODY OF THE FOUNDATION ARE FROM A VARIETY OF BACKGROUNDS SPANNING A WIDE RANGE OF INDUSTRY SECTORS. THE BOARD INCLUDES REPRESENTATIVES FROM NONPROFIT ORGANIZATIONS, ART, EDUCATION AND COMMUNITY ENGAGEMENT, PUBLIC HEALTH, PARKS AND RECREATION AND BUSINESSES.REG. SEC. 1.170A-9(F)(3)(III)(D)WITH FUNDING FROM MORE THAN 400 INDIVIDUALS AND ORGANIZATIONS, THE FOUNDATION WAS ABLE TO PURCHASE A RARE, UNDEVELOPED PIECE OF LAND ON THE PETALUMA WATERFRONT IN LATE 2020. TO CREATE A PARK FOR ALL MEMBERS OF THE COMMUNITY TO GATHER, TO ENJOY, AND TO LEARN ABOUT EACH OTHER, ART, NATURE AND MORE. IN 2024, THE FOUNDATION ACQUIRED THE PIVOTAL 500 HOPPER STREET PROPERTY, EXPANDING THE PARK'S FOOTPRINT AND ENABLING GREATER ACCESS BETWEEN EAST AND WEST PETALUMA (OPEN FOR GUIDED TOURS). OVER 1,200 RESIDENTS PARTICIPATED IN A COMMUNITY-LED CONCEPT PLANNING PROCESS, INCLUDING AN INNOVATIVE COMMUNITY PARK DESIGNERS PROGRAM AND ARTIST-LED WORKSHOPS THAT ELEVATED MARGINALIZED VOICES. THE FOUNDATION MAINTAINED THE PARK, CONTINUED PUBLIC PROGRAMMING, COMPLETED CRITICAL INFRASTRUCTURE IMPROVEMENTS SUCH AS A SHADED GATHERING AREA. AS OF 2025, THE FOUNDATION HAS HAD OVER 1000 DONORS OVERALL TO THE PARK SINCE IT'S INCEPTION FOR LAND PURCHASES AND PARK OPERATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9295029 9295029 92981 10606 82375 14990 7495 7495 2872443 2872443 12257342 OPERATING LEASE LIABILITIES 12312 12312 X 11286561 55500 55500 11231061 1925 1925 11232986 1792811 55500 55500 1737311 1925 1925 1739236 PART X, LINE 2: THE FOUNDATION DETERMINES WHETHER ITS TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY BASED ON THE TECHNICAL MERITS OF THE POSITIONS. AS OF DECEMBER 31, 2025, THE FOUNDATION HAS REVIEWED ITS TAX POSITIONS AND HAS CONCLUDED NO RESERVE FOR UNCERTAIN TAX POSITIONS IS REQUIRED. THE FOUNDATION'S EXEMPT ORGANIZATION INFORMATION RETURNS ARE SUBJECT TO REVIEW THROUGH THREE YEARS AFTER THE DATE OF FILING FOR FEDERAL AND FOUR YEARS AFTER THE DATE OF FILING FOR STATE. X X 1 CINDY MORTON 136 GRATTAN STREET SAN FRANCISCO CA 94117 PROFESSIONAL FUNDRAISING SERVICES 0 0 41500 0 41500 CA X X 0 0 0 0 0 0 0 0 0 SEAIR LORENTZ EXECUTIVE DIRECTOR 177501 0 0 0 0 0 0 0 18579 0 196080 0 0 0 X 2 30000 FMV X GIFT CARD 1 100 FMV 0 1 0 PART III, STATEMENT OF PROGRAM SERVICE ACCOMLISHMENTS IN 2025, THE PETALUMA RIVER PARK FOUNDATION SHARED THE PARK CONCEPT PLAN WITH THE PUBLIC. THIS SPECIFIC BUT HIGH LEVEL PLAN OUTLINES THE FUTURE WHERE NATURE IS RESTORED, OPEN SPACE OFFERS A PORTAL TO OUR HEALTH AND HAPPINESS, ART AND CULTURE CATALYZE CONNECTION, AND WHERE WE LINK NATURE TO THE CITY AND BRING DIVERSE COMMUNITIES TOGETHER. WE LAUNCHED THE QUIET PHASE OF OUR CAMPAIGN TO BUILD PHASE 1 OF THE PARK, AND WE COMPLETED THE SCHEMATIC DESIGN. WE WON AN INNOVATION AWARD FROM THE CALIFORNIA PARKS AND RECREATION SOCIETY FOR OUR CONCEPT PLANNING PROCESS. THE RIVER PARK WAS OPEN TO THE PUBLIC, HOSTING COMMUNITY ZUMBA, WEEKLY WALKS, FIELD TRIPS, AND TOURS OF OUR HOPPER STREET PROPERTY. FORM 990, PART VI, SECTION A, LINE 2 SEAN PAUL LORENTZ AND SEAIR LORENTZ HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS AND MANAGEMENT REVIEWS FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS AND STAFF ARE REQUIRED TO REVIEW THE POLICY ANNUALLY WITH CONFIRMATION BY SIGNATURE. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION HAD AN AD HOC SUBCOMMITTEE OF THE BOARD CONSISTING OF VICE CHAIR, THE CHAIR OF THE FINANCE COMMITTEE AND ANOTHER BOARD MEMBER REVIEW COMPARATIVE SALARY DATA TO DETERMINE MARKET RATE FOR THE EXECUTIVE DIRECTOR POSITION AS PART OF THE ANNUAL REVIEW. THE COMMITTEE USED THE NORCAL SALARY SURVEY TO COMPARE A MULTITUDE OF ORGANIZATIONS BY SIZE, MISSION, LOCATION, ETC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 290,137. MANAGEMENT AND GENERAL EXPENSES 67,975. FUNDRAISING EXPENSES 118,762. TOTAL EXPENSES 476,874.