What is the financial size of ABBEYFIELD SOUTHERN OAKS?

ABBEYFIELD SOUTHERN OAKS is classified as a large charity. In the latest financial year, they reported a total income of £7,536,448 and total expenditure of £2,051,986.

How does ABBEYFIELD SOUTHERN OAKS allocate its spending?

For every pound spent, approximately 99.0% goes directly to charitable activities. The remaining 1.0% is spent on raising funds and administration. This is higher than the median for similar-sized charities (97.8%).

What is the workforce structure of ABBEYFIELD SOUTHERN OAKS?

ABBEYFIELD SOUTHERN OAKS employs 21 staff members and is supported by 38 volunteers.

Does ABBEYFIELD SOUTHERN OAKS receive government funding?

To a small extent. Approximately 0.0% of their income comes from government grants or contracts.

Does ABBEYFIELD SOUTHERN OAKS pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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ABBEYFIELD SOUTHERN OAKS

#247308

Charitable company•Large•Registered

www.abbeyfieldsouthernoaks.org

To provide accommodation, care and companionship for lonely or frail elderly people in accordance with the aims and principles of the abbeyfield society.

Registered address

Nonsuch Abbeyfield, Old Schools Lane, Ewell, EPSOM, Surrey, KT17 1FL

Latest HighlightsFY 2024

Income

All sources

£7,536,448

Expenditure

All activities

£2,051,986

Net Reserves

Unrestricted funds

£12,590,666

Total Assets

Gross assets

£15,057,256

Working Capital

Liquidity

£2,044,869

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

73.6 months

Median: 3.8 monthsTop quartile

Income Growth (1yr)

310.3%

Median: 7.4%Top quartile

Spending Efficiency

99.0%

Median: 97.8%Around typical

Income Concentration

50.0%

Median: 87.9%Top quartile

Fundraising ROI

3224.8x

Median: 19.2xTop quartile

Income Volatility

167.9%

Median: 20.6%Below typical

Self-Generated Income

27.2%

Median: 82.9%Around typical

3-Year Income CAGR

2.7%

Median: 7.8%Around typical

Efficiency & Health

Charitable Spending

99.0%

Fundraising Eff.

% income retained

3224.8%

Governance Cost

% of expenditure

1.7%

Grant Making

% given away

Debt Ratio

% of assets

16.4%

Survival Ratio

Months of reserves

73.6 months

Income Profile

Donations & Legacies

% of income

65.4%

Government Reliance

% of income

Largest Source

Primary income

Donations & Legacies

Diversification

HHI: 4999

Moderately Concentrated

Trends

Income Growth (1yr)

Year over Year

310.3%↑

Income CAGR (3yr)

Compound growth

2.7%

Volatility

High Volatility

167.9%

Reserves Trend

Direction

Building

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

1.8:1

Revenue/Employee

Per head

£358,878

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

9.5%

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure

Income Sources

Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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