What is the financial size of OCTAGON THEATRE TRUST LIMITED?

OCTAGON THEATRE TRUST LIMITED is classified as a large charity. In the latest financial year, they reported a total income of £3,532,649 and total expenditure of £3,902,220.

How does OCTAGON THEATRE TRUST LIMITED allocate its spending?

For every pound spent, approximately 88.0% goes directly to charitable activities. The remaining 12.0% is spent on raising funds and administration. This is lower than the median for similar-sized charities (97.8%).

What is the workforce structure of OCTAGON THEATRE TRUST LIMITED?

OCTAGON THEATRE TRUST LIMITED employs 81 staff members and is supported by 72 volunteers.

Does OCTAGON THEATRE TRUST LIMITED receive government funding?

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

Does OCTAGON THEATRE TRUST LIMITED pay its trustees?

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

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OCTAGON THEATRE TRUST LIMITED

#248833

Charitable company•Large•Registered

www.octagonbolton.co.uk

To promote, maintain, improve and advance, education, particularly by the production of educational plays and the encouragement of the arts including drama, mime, dance, singing and music, and to formulate, prepare and establish schemes therefor provided that all objects of the company shall be of a charitable nature.

Registered address

OCTAGON THEATRE, HOWELL CROFT SOUTH, BOLTON, BL1 1SB

Latest HighlightsFY 2024

Income

All sources

£3,532,649

Expenditure

All activities

£3,902,220

Net Reserves

Unrestricted funds

£938,155

Total Assets

Gross assets

£3,418,666

Working Capital

Liquidity

£477,320

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

2.9 months

Median: 3.8 monthsAround typical

Income Growth (1yr)

5.5%

Median: 7.4%Around typical

Spending Efficiency

88.0%

Median: 97.8%Around typical

Income Concentration

38.8%

Median: 87.9%Top quartile

Fundraising ROI

7.5x

Median: 19.2xAround typical

Income Volatility

31.3%

Median: 20.6%Around typical

Self-Generated Income

68.8%

Median: 82.9%Around typical

3-Year Income CAGR

10.4%

Median: 7.8%Around typical

Efficiency & Health

Charitable Spending

88.0%

Fundraising Eff.

% income retained

7.5%

Governance Cost

% of expenditure

2.3%

Grant Making

% given away

Debt Ratio

% of assets

39.8%

Survival Ratio

Months of reserves

2.9 months

Income Profile

Donations & Legacies

% of income

31.2%

Government Reliance

% of income

Largest Source

Primary income

Charitable Activities

Diversification

HHI: 3876

Moderately Concentrated

Trends

Income Growth (1yr)

Year over Year

5.5%↑

Income CAGR (3yr)

Compound growth

10.4%

Volatility

High Volatility

31.3%

Reserves Trend

Direction

Depleting

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0.9:1

Revenue/Employee

Per head

£43,613

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

1.2%

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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