NORTHUMBRIA CALVERT TRUST logo

NORTHUMBRIA CALVERT TRUST

#511851
Charitable companyLargeRegistered
calvertkielder.org.uk

Our mission is to enable people with disabilities together with their families and friends to achieve their potential through the challenge of outdoor adventure in the countryside.To do this we run a purpose built fully accessible 110 bedded residential activity centre on the shores of kielder water in northumberland. A wide range of land and water based activities are provided and personal care.

Areas of operation

Registered address

Calvert Trust Kielder, Kielder Water & Forest Park, Hexham, NE48 1BS

Latest HighlightsFY 2024

Income

All sources

£1,903,437
Expenditure

All activities

£2,131,779
Net Reserves

Unrestricted funds

£306,667
Total Assets

Gross assets

£5,371,686
Working Capital

Liquidity

£341,720

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:
Reserve Runway
1.7 months
Median: 3.8 monthsAround typical
Income Growth (1yr)
20.1%
Median: 7.4%Around typical
Spending Efficiency
99.0%
Median: 97.8%Around typical
Income Concentration
78.8%
Median: 87.9%Around typical
Fundraising ROI
86.7x
Median: 19.2xTop quartile
Income Volatility
35.8%
Median: 20.6%Around typical
Self-Generated Income
88.6%
Median: 82.9%Around typical
3-Year Income CAGR
-6.6%
Median: 7.8%Below typical

Efficiency & Health

Charitable Spending
99.0%
Fundraising Eff.

% income retained

86.7%
Governance Cost

% of expenditure

0%
Grant Making

% given away

0%
Debt Ratio

% of assets

8.3%
Survival Ratio

Months of reserves

1.7 months

Income Profile

Donations & Legacies

% of income

11.1%
Government Reliance

% of income

0%
Largest Source

Primary income

Charitable Activities
Diversification

HHI: 7885

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

20.1%
Income CAGR (3yr)

Compound growth

-6.6%
Volatility

High Volatility

35.8%
Reserves Trend

Direction

Depleting

Governance

Employees

Staff count

40
Volunteers

Volunteer count

10
Volunteer Ratio

Per staff member

0.3:1
Revenue/Employee

Per head

£47,586
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

2.5%

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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