LULA LAKE LAND TRUST Charity Report

Public IRS 990 nonprofit record

LULA LAKE LAND TRUST

EIN 62-6283607 · Public Foundations (T30)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

32.43%of revenue went to mission work88.2% of expenses · Program services

1.72%of revenue went to fundraising4.7% of expenses

$36.77spent for every $100 of revenueRevenue covered expenses this year.

2.61%of revenue went to management and office costs7.1% of expenses

$18.72in assets for every $1 spent this yearSome assets cannot be spent right away.

38.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $93,662 for CODY RONEY (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,577,031

Mission workProgram services$511,50332.43% of revenue88.2% of expenses

ManagementOffice and general costs$41,1532.61% of revenue7.1% of expenses

FundraisingAsking for donations$27,1961.72% of revenue4.7% of expenses

Revenue left after expensesReported annual surplus$997,17963.23% of revenueShown in gray on the chart

Total expenses$579,85236.77% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 88.2% mission · 7.1% management · 4.7% fundraisingTotal expenses: 36.77% of revenue

2024Expense mix: 83.1% mission · 10.0% management · 6.9% fundraisingTotal expenses: 41.00% of revenue

2023Expense mix: 88.9% mission · 7.2% management · 3.9% fundraisingTotal expenses: 53.33% of revenue

2022Expense mix: 81.9% mission · 14.3% management · 3.8% fundraisingTotal expenses: 202.53% of revenue

Money in and money out

Revenue$1,577,031

Expenses$579,852

Annual surplus $997,179 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$511,503 · 88.2% of expenses

Management and office costs$41,153 · 7.1% of expenses

Fundraising$27,196 · 4.7% of expenses

See all reported dollar amounts

Revenue$1,577,031

Expenses$579,852

Assets$10,852,830

Income$2,112,069

Contributions$611,394

Mission work (program services)$511,503

Fundraising$27,196

Management and general$41,153

Stocks and bonds$5,047,901

Accounting fees$11,895

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

CODY RONEYEXECUTIVE DIRECTOR · 40 hrs/week $93,662

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (15)

CODY RONEYEXECUTIVE DIRECTOR

ADAM SHEARERTRUSTEE

BOB POORETRUSTEE

DAN MILLERTRUSTEE

ELEANOR OWENTRUSTEE

JAMIE ANN RENNICKTRUSTEE

JASE MOONTRUSTEE

LAURA ANN HOWELLTREASURER

MATT MCLELLANDTRUSTEE

MELONY COLLINSTRUSTEE

MICHAEL LOVEBOARD CHAIR

NICK NICHOLSTRUSTEE

RACHAEL RUIZTRUSTEE

RICK WOODTRUSTEE

TAB TOLLETTTRUSTEE

About this charity

Recognized since: January 2021
Location: PO Box 395, Lookout Mountain, TN 37350
County: Hamilton
In care of: Cody Roney
Primary officer: Cody Roney, Executive Director

How to reach them

WebsiteVisit the charity’s website Emailinfo@lulalake.org Phone(706) 820-0520

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: WAYCASTER CPA LLC
NTEE classification: Public Foundations (T30)
IRS tax category: Public Foundations