THE CHARITIES ADVISORY TRUST logo

THE CHARITIES ADVISORY TRUST

#1040487
Charitable companyMediumRegistered
www.charitiesadvisorytrust.org.uk

To;- promote charitable giving through card aid and the good gifts catalogue- provide opportunities to help others through volunteering (knit for peace - knitting for those in need at home and abroad)- provide advice and practical help to charities to enable them to be more effective. - create and fund income generating activities which provide employment and are sustainable.

Latest HighlightsFY 2023

Income

All sources

£546,506
Expenditure

All activities

£747,471
Net Reserves

Unrestricted funds

£1,326,602
Total Assets

Gross assets

£2,673,137
Working Capital

Liquidity

£371,484

Benchmark Performance

Comparing against 42,435 similar medium charities

Compare vs:
Reserve Runway
21.3 months
Median: 4.3 monthsTop quartile
Income Growth (1yr)
-23.5%
Median: 1.4%Below typical
Spending Efficiency
98.1%
Median: 98.5%Around typical
Income Concentration
71.1%
Median: 86.5%Around typical
Fundraising ROI
37.5x
Median: 22.7xAround typical
Income Volatility
26.5%
Median: 17.9%Around typical
Self-Generated Income
16.9%
Median: 41.9%Around typical
3-Year Income CAGR
-15.4%
Median: 1.6%Below typical

Efficiency & Health

Charitable Spending
98.1%
Fundraising Eff.

% income retained

37.5%
Governance Cost

% of expenditure

1.0%
Grant Making

% given away

46.1%
Debt Ratio

% of assets

1.6%
Survival Ratio

Months of reserves

21.3 months

Income Profile

Donations & Legacies

% of income

83.1%
Government Reliance

% of income

0%
Largest Source

Primary income

Donations & Legacies
Diversification

HHI: 7115

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

-23.5%
Income CAGR (3yr)

Compound growth

-15.4%
Volatility

Moderate Volatility

26.5%
Reserves Trend

Direction

Building

Governance

Employees

Staff count

5
Volunteers

Volunteer count

40,000
Volunteer Ratio

Per staff member

8,000:1
Revenue/Employee

Per head

£109,301
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

40%

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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