LULA LAKE LAND TRUST

EIN: 626283607 501(c)(3) Philanthropy & Grantmaking

Lookout Mountain, TN

Total Revenue
$973,238
Total Expenses
$519,053
Total Assets
$9,130,415
Net Assets
$9,124,801
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
GA
Principal Officer
Cody Roney
Phone
7068200520
Tax Period
2023-01-01 to 2023-12-31

LULA LAKE LAND TRUST, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $973K in total revenue in fiscal year 2023. Revenue surged 303% from the prior year, signaling strong growth momentum. The organization ran a surplus of $454K, a strong 47% operating margin.

Mission

Lula Lake Land Trust is dedicated to the preservation of lands located within the Rock Creek watershed on Lookout Mountain. The mission of Lula Lake Land Trust is to preserve the natural and historic landscapes surrounding Rock Creek and its tributaries through conservation, education, and low-impact recreation.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $558,117
Program Service Revenue $0
Investment Income $377,007
Other Revenue $38,114
TOTAL REVENUE $973,238

Expense Breakdown

Grants Paid $0
Salaries & Benefits $331,523
Fundraising Expenses $20,089
Program Expenses $461,576
Other Expenses $172,399
TOTAL EXPENSES $519,053

Year-over-Year Comparison

2023 2022 Change
Revenue $973,238 $241,326 +3.0%
Expenses $519,053 $488,753 +0.1%
Net Income $454,185 $-247,427 -2.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
15
Independent Members
15
Employees
28
Volunteers
100

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
15
$0
Key Employees
1
$85,207
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Cody Roney Executive Director 40
Key Emp
$85,207 $0 $85,207
Michael Love Board Chair 2
Officer Director
$0 $0 $0
Laura Ann Howell Treasurer 1
Officer Director
$0 $0 $0
Adelaide Naumann Trustee 1
Director
$0 $0 $0
Bill Hartley Trustee 1
Director
$0 $0 $0
Tab Tollett Trustee 1
Director
$0 $0 $0
Eleanor Owen Trustee 1
Director
$0 $0 $0
Matt McLelland Trustee 1
Director
$0 $0 $0
Mark McKnight Trustee 1
Director
$0 $0 $0
Rick Wood Trustee 1
Director
$0 $0 $0
Bob Poore Trustee 1
Director
$0 $0 $0
Rachael Ruiz Trustee 1
Director
$0 $0 $0
Brad Cobb Trustee 1
Director
$0 $0 $0
Adam Shearer Trustee 1
Director
$0 $0 $0
Dan Miller Trustee 1
Director
$0 $0 $0
Melony Collins Trustee 1
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $973,238 $519,053 $9,130,415 $454,185
2022 $241,326 $488,753 $8,671,146 $-247,427
Explore More Nonprofits
Top 100 Nonprofits in Tennessee Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare LULA LAKE LAND TRUST with other nonprofits in Tennessee and across the country.