What is the financial size of NOVALIS TRUST?

NOVALIS TRUST is classified as a major charity. In the latest financial year, they reported a total income of £14,498,090 and total expenditure of £14,717,988.

How does NOVALIS TRUST allocate its spending?

For every pound spent, approximately 100.0% goes directly to charitable activities. The remaining 0.0% is spent on raising funds and administration. This is higher than the median for similar-sized charities (97.2%).

What is the workforce structure of NOVALIS TRUST?

NOVALIS TRUST employs 309 staff members and is supported by 0 volunteers.

Does NOVALIS TRUST receive government funding?

Yes. Approximately 99.2% of their income comes from government grants or contracts.

Does NOVALIS TRUST pay its trustees?

Yes, the latest data indicates that one or more trustees receive payments or personal benefits from the charity.

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NOVALIS TRUST

#1103955

Charitable company•Major•Registered

www.novalis-trust.org.uk

Operates cotswold chine school and william morris school (both of which are special schools for children with complex learning needs) and paradise house (a residential care home for adults with learning difficulties).

Registered address

Ebley House, 235 Westward Road, Ebley, Stroud, Gloucestershire, GL5 4SX

Latest HighlightsFY 2024

Income

All sources

£14,498,090

Expenditure

All activities

£14,717,988

Net Reserves

Unrestricted funds

£20,819,813

Total Assets

Gross assets

£25,808,041

Working Capital

Liquidity

£-1,009,541

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:

Reserve Runway

17.0 months

Median: 3.6 monthsTop quartile

Income Growth (1yr)

6.6%

Median: 8.2%Around typical

Spending Efficiency

100.0%

Median: 97.2%Top quartile

Income Concentration

196.9%

Median: 87.1%Below typical

Fundraising ROI

N/A

Median: 27.3xUnknown

Income Volatility

3.2%

Median: 13.4%Top quartile

Self-Generated Income

99.6%

Median: 92.1%Top quartile

3-Year Income CAGR

5.8%

Median: 8.7%Around typical

Efficiency & Health

Charitable Spending

100%

Fundraising Eff.

% income retained

N/A

Governance Cost

% of expenditure

Grant Making

% given away

Debt Ratio

% of assets

19.3%

Survival Ratio

Months of reserves

17.0 months

Income Profile

Donations & Legacies

% of income

0.0%

Government Reliance

% of income

99.2%

Largest Source

Primary income

Trading

Diversification

HHI: 19689

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

6.6%↑

Income CAGR (3yr)

Compound growth

5.8%

Volatility

Stable

3.2%

Reserves Trend

Direction

Stable

Governance

Employees

Staff count

309

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0:1

Revenue/Employee

Per head

£46,919

Trustee Benefits

Payments to trustees

Yes

High Earners

Earning over £60k

1.3%

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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