MENEVIA DIOCESAN TRUST
#234168The advancement and maintenance of the roman catholic religion in the roman catholic diocese of menevia.
What they do
Who they help
Registered address
Diocese of Menevia, 27 Convent Street, SWANSEA, SA1 2BX
Latest HighlightsFY 2023
Income
All sources
£2,247,773
Expenditure
All activities
£2,952,612
Net Reserves
Unrestricted funds
£5,832,876
Total Assets
Gross assets
£9,482,474
Working Capital
Liquidity
£3,803,036
Benchmark Performance
Comparing against 8,683 similar large charities
Compare vs:
Reserve Runway
23.7 months
Median: 3.8 monthsTop quartile
Income Growth (1yr)
-20.2%
Median: 7.4%Below typical
Spending Efficiency
98.5%
Median: 97.8%Around typical
Income Concentration
50.7%
Median: 87.9%Top quartile
Fundraising ROI
49.5x
Median: 19.2xAround typical
Income Volatility
24.6%
Median: 20.6%Around typical
Self-Generated Income
31.5%
Median: 82.9%Around typical
3-Year Income CAGR
-3.1%
Median: 7.8%Below typical
Efficiency & Health
Charitable Spending
98.5%
Fundraising Eff.
% income retained
49.5%
Governance Cost
% of expenditure
0.4%
Grant Making
% given away
4.5%
Debt Ratio
% of assets
4.0%
Survival Ratio
Months of reserves
23.7 months
Income Profile
Donations & Legacies
% of income
68.2%
Government Reliance
% of income
5.9%
Largest Source
Primary income
Donations & Legacies
Diversification
HHI: 5070
Highly Concentrated
Trends
Income Growth (1yr)
Year over Year
-20.2%↓
Income CAGR (3yr)
Compound growth
-3.1%
Volatility
Moderate Volatility
24.6%
Reserves Trend
Direction
Depleting
Governance
Employees
Staff count
6
Volunteers
Volunteer count
250
Volunteer Ratio
Per staff member
41.7:1
Revenue/Employee
Per head
£374,629
Trustee Benefits
Payments to trustees
No
High Earners
Earning over £60k
16.7%
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
Related Charities
Similar charities in Religious Activities