ST MONICA TRUST
#202151Residential care & supportcommunity support
What they do
Who they help
Areas of operation
Registered address
ST. MONICA TRUST, COTE LANE, BRISTOL, BS9 3UN
Latest HighlightsFY 2024
Income
All sources
£53,656,000
Expenditure
All activities
£61,410,000
Net Reserves
Unrestricted funds
£27,605,000
Total Assets
Gross assets
£498,835,000
Working Capital
Liquidity
£-20,579,000
Benchmark Performance
Comparing against 1,903 similar major charities
Compare vs:
Reserve Runway
5.4 months
Median: 3.6 monthsAround typical
Income Growth (1yr)
-0.4%
Median: 8.2%Below typical
Spending Efficiency
95.2%
Median: 97.2%Around typical
Income Concentration
69.2%
Median: 87.1%Around typical
Fundraising ROI
18.1x
Median: 27.3xAround typical
Income Volatility
9.7%
Median: 13.4%Around typical
Self-Generated Income
100.0%
Median: 92.1%Top quartile
3-Year Income CAGR
6.2%
Median: 8.7%Around typical
Efficiency & Health
Charitable Spending
95.2%
Fundraising Eff.
% income retained
18.1%
Governance Cost
% of expenditure
0.2%
Grant Making
% given away
0.7%
Debt Ratio
% of assets
31.7%
Survival Ratio
Months of reserves
5.4 months
Income Profile
Donations & Legacies
% of income
0.0%
Government Reliance
% of income
2.3%
Largest Source
Primary income
Charitable Activities
Diversification
HHI: 6923
Highly Concentrated
Trends
Income Growth (1yr)
Year over Year
-0.4%↓
Income CAGR (3yr)
Compound growth
6.2%
Volatility
Stable
9.7%
Reserves Trend
Direction
Depleting
Governance
Employees
Staff count
1,392
Volunteers
Volunteer count
220
Volunteer Ratio
Per staff member
0.2:1
Revenue/Employee
Per head
£38,546
Trustee Benefits
Payments to trustees
No
High Earners
Earning over £60k
2.1%
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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