Philanthropy & Grantmaking
(T30)
IRS Verified
DX Registered
990 on File
LULA LAKE LAND TRUST
Financial strength (30%)
92/100
Reliability (20%)
45/100
Effectiveness (25%)
85/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$973K
Total Revenue
$519K
Total Expenses
$9.1M
Net Assets
28
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
88.9%
Fundraising Efficiency
N/A
Operating Reserve
210.96x
Liability-to-Asset
0.1%
Revenue Diversification
57.4%
Executive Compensation
$280K
Compared with Peers
FY 2023
Compared with 26,148 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2023.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
88.9% | 90.7% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
7.2% | 7.8% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
3.9% | 0.0% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
211.0 mo | 106.5 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.1% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
57.4% | 90.6% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
303.3% | 4.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
6.2% | 2.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
46.7% | -10.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $973K | $519K | $9.1M | 88.9% | 28 |
| 2022 | $241K | $489K | $8.7M | 81.9% | 20 |
| 2021 | $908K | $430K | N/A | — | 17 |
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