CHARTERED ACCOUNTANTS' BENEVOLENT ASSOCIATION logo

CHARTERED ACCOUNTANTS' BENEVOLENT ASSOCIATION

#1116973
Charitable companyLargeRegistered
www.caba.org.uk

Caba provides lifelong support to past and present icaew members and their families in the uk and across the globe. Our services are free, impartial and strictly confidential. From a listening ear in troubled times, through personal and professional development, to carer support and financial assistance, our commitment is simple: to be with you and your family, for life.

Latest HighlightsFY 2024

Income

All sources

£4,752,193
Expenditure

All activities

£5,726,688
Net Reserves

Unrestricted funds

£145,809,385
Total Assets

Gross assets

£148,582,573
Working Capital

Liquidity

£1,370,144

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:
Reserve Runway
305.5 months
Median: 3.8 monthsTop quartile
Income Growth (1yr)
4.0%
Median: 7.4%Around typical
Spending Efficiency
99.1%
Median: 97.8%Around typical
Income Concentration
83.0%
Median: 87.9%Around typical
Fundraising ROI
94.2x
Median: 19.2xTop quartile
Income Volatility
18.2%
Median: 20.6%Around typical
Self-Generated Income
91.7%
Median: 82.9%Around typical
3-Year Income CAGR
7.8%
Median: 7.8%Around typical

Efficiency & Health

Charitable Spending
99.1%
Fundraising Eff.

% income retained

94.2%
Governance Cost

% of expenditure

1.2%
Grant Making

% given away

0%
Debt Ratio

% of assets

0.5%
Survival Ratio

Months of reserves

305.5 months

Income Profile

Donations & Legacies

% of income

8.3%
Government Reliance

% of income

0%
Largest Source

Primary income

Investments
Diversification

HHI: 8298

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

4.0%
Income CAGR (3yr)

Compound growth

7.8%
Volatility

Moderate Volatility

18.2%
Reserves Trend

Direction

Stable

Governance

Employees

Staff count

49
Volunteers

Volunteer count

18
Volunteer Ratio

Per staff member

0.4:1
Revenue/Employee

Per head

£96,984
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

12.2%

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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CHARTERED ACCOUNTANTS' BENEVOLENT ASSOCIATION Financial Profile | CharityLens | CharityLens