THE CHARTERED INSTITUTE OF MANAGEMENT ACCOUNTANTS' BENEVOLENT FUND logo

THE CHARTERED INSTITUTE OF MANAGEMENT ACCOUNTANTS' BENEVOLENT FUND

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https://www.cimaglobal.com/Members/Your-Membership-Information/Benevolent-Fund

The relief of necessitous persons who are or have been members of the chartered institute of management accountants, or any predecessor body, and of necessitous persons connected by ties of relationship or dependency at any time with persons who are or at any time were such members.

Latest HighlightsFY 2023

Income

All sources

£2,584,000
Expenditure

All activities

£102,000
Net Reserves

Unrestricted funds

£2,546,000
Total Assets

Gross assets

£2,600,000
Working Capital

Liquidity

£389,000

Benchmark Performance

Comparing against 42,435 similar medium charities

Compare vs:
Reserve Runway
299.5 months
Median: 4.3 monthsTop quartile
Income Growth (1yr)
N/A
Median: 1.4%Unknown
Spending Efficiency
67.6%
Median: 98.5%Below typical
Income Concentration
98.0%
Median: 86.5%Around typical
Fundraising ROI
2584.0x
Median: 22.7xTop quartile
Income Volatility
N/A
Median: 17.9%Unknown
Self-Generated Income
1.0%
Median: 41.9%Below typical
3-Year Income CAGR
N/A
Median: 1.6%Unknown

Efficiency & Health

Charitable Spending
67.6%
Fundraising Eff.

% income retained

2,584%
Governance Cost

% of expenditure

0%
Grant Making

% given away

0%
Debt Ratio

% of assets

2.1%
Survival Ratio

Months of reserves

299.5 months

Income Profile

Donations & Legacies

% of income

99.0%
Government Reliance

% of income

0%
Largest Source

Primary income

Donations & Legacies
Diversification

HHI: 9801

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

N/A
Income CAGR (3yr)

Compound growth

N/A
Volatility

Stable

N/A
Reserves Trend

Direction

Depleting

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.

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