THE CERTIFIED ACCOUNTANTS EDUCATIONAL TRUST logo

THE CERTIFIED ACCOUNTANTS EDUCATIONAL TRUST

#313219
TrustMediumRegistered
www.accaglobal.com

The charity's principal objects include the advancement of education in accountancy, financial management and related subjects as well as the support of individuals studying such subjects. It provides cpd (continuing professional development) to members of acca and members of the public. It also provides a magazine student accountant, technical publications and promotes accounting research.

Latest HighlightsFY 2023

Income

All sources

£631,073
Expenditure

All activities

£678,976
Net Reserves

Unrestricted funds

£5,996,123
Total Assets

Gross assets

£6,287,572
Working Capital

Liquidity

£5,069

Benchmark Performance

Comparing against 42,435 similar medium charities

Compare vs:
Reserve Runway
106.0 months
Median: 4.3 monthsTop quartile
Income Growth (1yr)
-43.6%
Median: 1.4%Below typical
Spending Efficiency
100.0%
Median: 98.5%Around typical
Income Concentration
49.7%
Median: 86.5%Top quartile
Fundraising ROI
N/A
Median: 22.7xUnknown
Income Volatility
28.8%
Median: 17.9%Around typical
Self-Generated Income
99.7%
Median: 41.9%Top quartile
3-Year Income CAGR
-38.5%
Median: 1.6%Below typical

Efficiency & Health

Charitable Spending
100%
Fundraising Eff.

% income retained

N/A
Governance Cost

% of expenditure

4.4%
Grant Making

% given away

0%
Debt Ratio

% of assets

1.2%
Survival Ratio

Months of reserves

106.0 months

Income Profile

Donations & Legacies

% of income

0.3%
Government Reliance

% of income

0%
Largest Source

Primary income

Investments
Diversification

HHI: 4975

Moderately Concentrated

Trends

Income Growth (1yr)

Year over Year

-43.6%
Income CAGR (3yr)

Compound growth

-38.5%
Volatility

Moderate Volatility

28.8%
Reserves Trend

Direction

Stable

Governance

Employees

Staff count

0
Volunteers

Volunteer count

0
Volunteer Ratio

Per staff member

N/A
Revenue/Employee

Per head

N/A
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

N/A

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

Related Charities

Similar charities in General Charitable Purposes