Civic Intelligence

Gordon Bulbolz Nature Preserve Inc

EIN 23-7120877 • 501(c)3 • Appleton, WI

Profile

To serve as a gathering place for the community to become inspired by, appreciate and enjoy nature through educational programming and recreational opportunities, while fostering a healthy environment and providing an improved quality of life.

4815 N Lynndale DriveAppleton, WI 54913

www.bubolzpreserve.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.04x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.33x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

8th percentile

-39%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

25th percentile

-2.6%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2024

Revenue Growth

14th percentile

-19%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2024

Assets

Down

$5,963,470

Down $174,652 (-2.8%) from 2023

Liabilities

Up

$228,688

Up $52,852 (+30%) from 2023

Net Assets

Down

$5,734,782

Down $227,504 (-3.8%) from 2023

Revenue

Down

$689,872

Down $657,349 (-49%) from 2023

Expenses

Up

$957,054

Up $126,806 (+15%) from 2023

Net Income

Down

-$267,182

Down $784,155 (-152%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $999,262Liabilities 2010: $12,275Net Assets 2010: $986,9872010Assets 2011: $1,038,233Liabilities 2011: $14,775Net Assets 2011: $1,023,4582011Assets 2012: $991,965Liabilities 2012: $11,601Net Assets 2012: $980,3642012Assets 2013: $1,464,173Liabilities 2013: $9,013Net Assets 2013: $1,455,1602013Assets 2014: $1,595,394Liabilities 2014: $9,390Net Assets 2014: $1,586,0042014Assets 2015: $1,784,855Liabilities 2015: $9,983Net Assets 2015: $1,774,8722015Assets 2016: $1,698,096Liabilities 2016: $10,495Net Assets 2016: $1,687,6012016Assets 2017: $1,772,405Liabilities 2017: $75,358Net Assets 2017: $1,697,0472017Assets 2018: $6,078,672Liabilities 2018: $4,009,592Net Assets 2018: $2,069,0802018Assets 2019: $6,768,365Liabilities 2019: $3,652,318Net Assets 2019: $3,116,0472019Assets 2020: $6,865,940Liabilities 2020: $2,357,314Net Assets 2020: $4,508,6262020Assets 2021: $6,453,421Liabilities 2021: $1,486,840Net Assets 2021: $4,966,5812021Assets 2022: $6,201,349Liabilities 2022: $764,917Net Assets 2022: $5,436,4322022Assets 2023: $6,138,122Liabilities 2023: $175,836Net Assets 2023: $5,962,2862023Assets 2024: $5,963,470Liabilities 2024: $228,688Net Assets 2024: $5,734,7822024

Highlighted filing

2024

Assets$5,963,470
Liabilities$228,688
Net Assets$5,734,782

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $255,910Expenses 2010: $254,525Net Income 2010: $1,3852010Expenses 2011: $262,1402011Expenses 2012: $274,0112012Expenses 2013: $250,9722013Revenue 2014: $422,470Expenses 2014: $291,626Net Income 2014: $130,8442014Revenue 2015: $614,143Expenses 2015: $432,129Net Income 2015: $182,0142015Revenue 2016: $234,876Expenses 2016: $292,463Net Income 2016: -$57,5872016Revenue 2017: $296,795Expenses 2017: $323,568Net Income 2017: -$26,7732017Revenue 2018: $1,106,280Expenses 2018: $846,985Net Income 2018: $259,2952018Revenue 2019: $1,823,177Expenses 2019: $768,722Net Income 2019: $1,054,4552019Revenue 2020: $2,063,429Expenses 2020: $706,435Net Income 2020: $1,356,9942020Revenue 2021: $1,296,730Expenses 2021: $750,269Net Income 2021: $546,4612021Revenue 2022: $1,402,671Expenses 2022: $883,531Net Income 2022: $519,1402022Revenue 2023: $1,347,221Expenses 2023: $830,248Net Income 2023: $516,9732023Revenue 2024: $689,872Expenses 2024: $957,054Net Income 2024: -$267,1822024

Highlighted filing

2024

Revenue$689,872
Expenses$957,054
Net Income-$267,182

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.96$0.23$5.73$0.69$0.96$0.27
2023Detailed filing. Detailed filing data is available for this year.$6.14$0.18$5.96$1.35$0.83$0.52
2022Detailed filing. Detailed filing data is available for this year.$6.20$0.76$5.44$1.40$0.88$0.52
2021Detailed filing. Detailed filing data is available for this year.$6.45$1.49$4.97$1.30$0.75$0.55
2020Detailed filing. Detailed filing data is available for this year.$6.87$2.36$4.51$2.06$0.71$1.36
2019Detailed filing. Detailed filing data is available for this year.$6.77$3.65$3.12$1.82$0.77$1.05
2018Detailed filing. Detailed filing data is available for this year.$6.08$4.01$2.07$1.11$0.85$0.26
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.08$1.70$0.30$0.32$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.01$1.69$0.23$0.29$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.01$1.77$0.61$0.43$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.59$0.42$0.29$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.01$1.46$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.01$0.98$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.01$1.02$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.01$0.99$0.26$0.25$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2025
Return Version
2023v6.0
Gross Receipts
$707,506
Mission and Program Overview

Mission

Dedicated to developing a sound environmental ethic in persons of all ages through education, recreation and conservation, while promoting a strong sense of overall wellness and appreciation of nature.

To serve as a gathering place for the community to become inspired by, appreciate and enjoy nature through educational programming and recreational opportunities, while fostering a healthy environment and providing an improved quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,703,575$4,559,902▼ $143,673
Savings and Temporary Cash Investments$716,789$979,835▲ $263,046
Cash and Non-Interest-Bearing Accounts$364,909$83,052▼ $281,857
Pledges and Grants Receivable$32,001--
Accounts Receivable$27,016$24,263▼ $2,753
Prepaid Expenses and Deferred Charges$1,844$6,595▲ $4,751
Inventories for Sale or Use$1,961$1,961→ $0
Total Assets$6,138,122$5,963,470▼ $174,652
Other Assets Total$290,027$307,862▲ $17,835
Liabilities
Deferred Revenue$126,157$137,666▲ $11,509
Accounts Payable and Accrued Expenses$26,679$72,022▲ $45,343
Other Liabilities$23,000$19,000▼ $4,000
Total Liabilities$175,836$228,688▲ $52,852
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,824,718$5,570,025▼ $254,693
Net Assets With Donor Restrictions$137,568$164,757▲ $27,189
Total Net Assets Fund Balance$5,962,286$5,734,782▼ $227,504
Total Liabilities and Net Assets / Fund Balance$6,138,122$5,963,470▼ $174,652

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,041,866$1,297,750$5,339,616
Equipment$142,636$269,445$412,081
Leasehold Improvements$151,598$208,545$360,143
Land$160,657-$160,657
Other Land Buildings$63,145-$63,145
Other Assets Org$8,607--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$281,524-▲ $39,834-$299,255
2022$272,642-▲ $11,260-$281,524
2021$321,932-▼ $34,193-$272,642
2020$263,761$73,407-$15,236$321,932
2019$282,548-▼ $3,803-$263,761
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Randy TumaExecutive DiFT$106,323$9,770$116,093

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$166,001
Program Service Revenue
$76,288
Investment Income
$13,180
Other Revenue
$434,403
All Other Contributions
$148,749
Change in Net Assets
$-267,182

Audited Revenue Reconciliation

Revenue per Audited Statements
$704,577
Revenue Not Reported on Financial Statements
$-14,705
Revenue Not Reported on Form 990
$39,834
Other Revenue Adjustments
$-17,634
Total Revenue per Audited Statements
$744,411
Total Revenue per Form 990
$689,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$507,659
Other Expenses$449,395
Total Fundraising Expense$192,344
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$177,656$80,753$64,603$323,012
Depreciation Depletion$143,245$47,748$47,749$238,742
Current Officers, Directors, Trustees, and Key Employees$65,266$29,667$23,733$118,666
Occupancy$61,337$20,128$11,863$93,328
Payroll Taxes$19,999$9,091$7,272$36,362
Insurance-$31,729-$31,729
Other Employee Benefits$13,649$6,204$4,962$24,815
Fees for Services Accounting-$18,250-$18,250
Conferences and Meetings$7,882$5,254-$13,136
Office Expenses-$7,498-$7,498
Pension Plan Contributions$2,642$1,201$961$4,804
Travel-$3,016-$3,016
Fees for Service Investment Mgmnt Fees-$2,929-$2,929
Other Expenses$4,029$1,766$31,201$1,766
All Other Expenses$1,413--$1,413
Fees for Services Other-$445-$445
Total Functional Expenses$497,118$267,592$192,344$957,054

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$971,759
Total Expenses per Audited Statements$971,759
Total Expenses per Form 990$957,054
Expenses Not Reported on Financial Statements$-14,705
Other Expense Adjustments$-17,634
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$69,918
Fundraising Direct Expenses$17,601
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Romp$29,186$29,186$1,860$27,326
Ales on the Tra$23,324$23,324$8,782$14,542
Total Events$69,918$69,918$16,453$53,465
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$19,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is prepared by a cpa firm, it is reviewed by the board of directors who will approve the form for filing, the executive director or another officer will sign the form.

Form 990, Page 6, Part VI, Line 12C

Each board member, committee member, and staff shall complete a conflict of interest questionaire when circumstances warrant one but not less than annually. The board shall review each member's questionaire and any other disclosures regarding the financial interest of its members. After disclosure of the financial interest the interested person shall leave the board meeting while the remaining members discuss and vote on whether a conflict of interest exists. The governing board or committee shall determine whether the organization can obtain a more advantageous arrangement or whether the arrangement is in the best interests of the organization. The interested person shall not be present during this determination. If the board or committee believes an individual has failed to disclose a conflict of interest, it will inform the member and take corrective action if needed.

Form 990, Page 6, Part VI, Line 19

The governing documents will be made available upon reasonable request.

Filing and Contact Details

Filer

Filer Name
Gordon Bulbolz Nature Preserve Inc
EIN
23-7120877
Phone
9207316041
Address
4815 N LYNNDALE DRIVE, APPLETON, WI 54913

Signing Officer

Name
Randy Tuma
Title
Executive Director
Phone
9207316041
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randy Tuma
Formed
1971
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
31
Volunteers
1,450

Preparer

Firm
Kerberrose Sc
Address
4211 N LIGHTNING DR, APPLETON, WI 54913
Preparer
Laura Stinski CPA
Phone
9209930105
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To serve as a gathering place for the community to become inspired by, appreciate and enjoy nature through educational programming and recreational opportunities, while fostering a healthy environment and providing an improved quality of life.

Form 990, Part XI, Line 9

Cost of good sold 33 fundraising expenses 17,601 cist of good sold -33 fundraising expenses -17,601

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The endowment is intended to be used to benefit the programs of the organization.

Schedule D, Page 3, Part X

The organization is exempt from federal income tax under section 501(c)(3) of the internal revenue code. Gifts, grants, and bequests are deductible by donors within limitations of the internal revenue code. Consequently, the financial statements do not include a provision for income taxes. The organization evaluates its tax positions based on whether or not the position is more likely than not to be sustained upon examination by taxing authorities. This evaluation includes monitoring changes in tax law and new authoritative rulings for potential implications to its tax status and positions.

Schedule D, Page 4, Part XI, Line 4B

Cost of good sold -33 fundraising expenses -17,601

Schedule D, Page 4, Part XII, Line 4B

Cist of good sold -33 fundraising expenses -17,601

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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