What is the financial size of HEATH MOUNT SCHOOL TRUST LTD?

HEATH MOUNT SCHOOL TRUST LTD is classified as a large charity. In the latest financial year, they reported a total income of £9,526,853 and total expenditure of £9,093,577.

How does HEATH MOUNT SCHOOL TRUST LTD allocate its spending?

For every pound spent, approximately 99.6% goes directly to charitable activities. The remaining 0.4% 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 HEATH MOUNT SCHOOL TRUST LTD?

HEATH MOUNT SCHOOL TRUST LTD employs 152 staff members and is supported by 15 volunteers.

Does HEATH MOUNT SCHOOL TRUST LTD receive government funding?

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

Does HEATH MOUNT SCHOOL TRUST LTD pay its trustees?

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

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HEATH MOUNT SCHOOL TRUST LTD

#311069

Charitable company•Large•Registered

www.heathmount.org

Promote and provide for the advancement of education and in connection therewith to conduct, carry on, acquire and develop in the united kingdom any boarding or day school or schools for the education of either sex or both sexes.

Registered address

HEATH MOUNT SCHOOL, WOODHALL PARK, WATTON AT STONE, HERTFORD, SG14 3NG

Latest HighlightsFY 2024

Income

All sources

£9,526,853

Expenditure

All activities

£9,093,577

Net Reserves

Unrestricted funds

£7,363,395

Total Assets

Gross assets

£12,272,628

Working Capital

Liquidity

£2,490,542

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

9.7 months

Median: 3.8 monthsAround typical

Income Growth (1yr)

8.9%

Median: 7.4%Around typical

Spending Efficiency

99.6%

Median: 97.8%Around typical

Income Concentration

96.4%

Median: 87.9%Around typical

Fundraising ROI

288.0x

Median: 19.2xTop quartile

Income Volatility

3.1%

Median: 20.6%Top quartile

Self-Generated Income

99.7%

Median: 82.9%Top quartile

3-Year Income CAGR

6.3%

Median: 7.8%Around typical

Efficiency & Health

Charitable Spending

99.6%

Fundraising Eff.

% income retained

288.0%

Governance Cost

% of expenditure

0.3%

Grant Making

% given away

Debt Ratio

% of assets

40.0%

Survival Ratio

Months of reserves

9.7 months

Income Profile

Donations & Legacies

% of income

0.3%

Government Reliance

% of income

Largest Source

Primary income

Charitable Activities

Diversification

HHI: 9644

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

8.9%↑

Income CAGR (3yr)

Compound growth

6.3%

Volatility

Stable

3.1%

Reserves Trend

Direction

Stable

Governance

Employees

Staff count

152

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0.1:1

Revenue/Employee

Per head

£62,677

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

4.6%

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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