SB

Swansea Bay University LHB Charitable Fund and Other Related Charities

#1122805
OtherMediumRegistered

To support the provision of healthcare to the population of the swansea and neath, port talbot areas

Registered address

SWANSEA BAY UNIVERSITY, LOCAL HEALTH BOARD, 1 TALBOT GATEWAY, SEAWAY PARADE, BAGLAN, PORT TAL

Latest HighlightsFY 2024

Income

All sources

£842,000
Expenditure

All activities

£1,225,000
Net Reserves

Unrestricted funds

£4,908,000
Total Assets

Gross assets

£5,211,000
Working Capital

Liquidity

£53,000

Benchmark Performance

Comparing against 42,435 similar medium charities

Compare vs:
Reserve Runway
48.1 months
Median: 4.3 monthsTop quartile
Income Growth (1yr)
-3.3%
Median: 1.4%Around typical
Spending Efficiency
76.6%
Median: 98.5%Below typical
Income Concentration
40.7%
Median: 86.5%Top quartile
Fundraising ROI
2.9x
Median: 22.7xBelow typical
Income Volatility
14.6%
Median: 17.9%Around typical
Self-Generated Income
41.6%
Median: 41.9%Around typical
3-Year Income CAGR
-18.3%
Median: 1.6%Below typical

Efficiency & Health

Charitable Spending
76.6%
Fundraising Eff.

% income retained

2.9%
Governance Cost

% of expenditure

10.5%
Grant Making

% given away

0%
Debt Ratio

% of assets

1.3%
Survival Ratio

Months of reserves

48.1 months

Income Profile

Donations & Legacies

% of income

58.4%
Government Reliance

% of income

0%
Largest Source

Primary income

Donations & Legacies
Diversification

HHI: 4066

Moderately Concentrated

Trends

Income Growth (1yr)

Year over Year

-3.3%
Income CAGR (3yr)

Compound growth

-18.3%
Volatility

Stable

14.6%
Reserves Trend

Direction

Stable

Governance

Employees

Staff count

5
Volunteers

Volunteer count

7
Volunteer Ratio

Per staff member

1.4:1
Revenue/Employee

Per head

£168,400
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

0%

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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