THE CHARTERED INSTITUTE FOR SECURITIES AND INVESTMENT logo

THE CHARTERED INSTITUTE FOR SECURITIES AND INVESTMENT

#1132642
OtherMajorRegistered
www.cisi.org

To promote for public benefit the advancement of knowledge in the field of securities and investments; to promote and develope ethical standards for practitioners in the field of securities and investments; to act as an authoritative body for the purpose of consultation and research in matters of education or public interest concerning investment in securities. See the list on the cisi website.

Latest HighlightsFY 2025

Income

All sources

£20,445,992
Expenditure

All activities

£20,265,913
Net Reserves

Unrestricted funds

£19,146,976
Total Assets

Gross assets

£26,312,442
Working Capital

Liquidity

£1,156,682

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:
Reserve Runway
11.3 months
Median: 3.6 monthsTop quartile
Income Growth (1yr)
6.4%
Median: 8.2%Around typical
Spending Efficiency
100.0%
Median: 97.2%Top quartile
Income Concentration
85.7%
Median: 87.1%Around typical
Fundraising ROI
N/A
Median: 27.3xUnknown
Income Volatility
11.3%
Median: 13.4%Around typical
Self-Generated Income
95.5%
Median: 92.1%Around typical
3-Year Income CAGR
6.3%
Median: 8.7%Around typical

Efficiency & Health

Charitable Spending
100%
Fundraising Eff.

% income retained

N/A
Governance Cost

% of expenditure

2.7%
Grant Making

% given away

0%
Debt Ratio

% of assets

27.2%
Survival Ratio

Months of reserves

11.3 months

Income Profile

Donations & Legacies

% of income

0%
Government Reliance

% of income

0%
Largest Source

Primary income

Charitable Activities
Diversification

HHI: 8570

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

6.4%
Income CAGR (3yr)

Compound growth

6.3%
Volatility

Stable

11.3%
Reserves Trend

Direction

Stable

Governance

Employees

Staff count

195
Volunteers

Volunteer count

150
Volunteer Ratio

Per staff member

0.8:1
Revenue/Employee

Per head

£104,851
Trustee Benefits

Payments to trustees

Yes
High Earners

Earning over £60k

23.6%

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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