MORETON HALL EDUCATIONAL TRUST LIMITED logo

MORETON HALL EDUCATIONAL TRUST LIMITED

#528409
Charitable companyLargeRegistered
www.moretonhall.com

The principal activity during the year has been the education of pupils in the widest sense. In addition to its core academic activities the school has provided a wide range of sporting, musical, dramatic and other extra-curricular pursuits. The school has sought to attract pupils from a variety of social backgrounds and has made grants in the form of bursaries to this end.

Latest HighlightsFY 2021

Income

All sources

£8,683,934
Expenditure

All activities

£9,741,353
Net Reserves

Unrestricted funds

£0
Total Assets

Gross assets

£11,127,800
Working Capital

Liquidity

£-1,022,620

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:
Reserve Runway
0.0 months
Median: 3.8 monthsBelow typical
Income Growth (1yr)
-5.8%
Median: 7.4%Below typical
Spending Efficiency
91.0%
Median: 97.8%Around typical
Income Concentration
81.8%
Median: 87.9%Around typical
Fundraising ROI
585.2x
Median: 19.2xTop quartile
Income Volatility
13.2%
Median: 20.6%Around typical
Self-Generated Income
89.4%
Median: 82.9%Around typical
3-Year Income CAGR
-8.5%
Median: 7.8%Below typical

Efficiency & Health

Charitable Spending
91.0%
Fundraising Eff.

% income retained

585.2%
Governance Cost

% of expenditure

0.8%
Grant Making

% given away

0%
Debt Ratio

% of assets

48.1%
Survival Ratio

Months of reserves

0 months

Income Profile

Donations & Legacies

% of income

0%
Government Reliance

% of income

10.6%
Largest Source

Primary income

Charitable Activities
Diversification

HHI: 8178

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

-5.8%
Income CAGR (3yr)

Compound growth

-8.5%
Volatility

Stable

13.2%
Reserves Trend

Direction

Depleting

Governance

Employees

Staff count

215
Volunteers

Volunteer count

0
Volunteer Ratio

Per staff member

0:1
Revenue/Employee

Per head

£40,390
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

1.9%

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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