What is the financial size of THE LAKE DISTRICT CALVERT TRUST?

THE LAKE DISTRICT CALVERT TRUST is classified as a large charity. In the latest financial year, they reported a total income of £2,625,149 and total expenditure of £3,428,092.

How does THE LAKE DISTRICT CALVERT TRUST allocate its spending?

For every pound spent, approximately 96.0% goes directly to charitable activities. The remaining 4.0% is spent on raising funds and administration. This is lower than the median for similar-sized charities (97.8%).

What is the workforce structure of THE LAKE DISTRICT CALVERT TRUST?

THE LAKE DISTRICT CALVERT TRUST employs 76 staff members and is supported by 80 volunteers.

Does THE LAKE DISTRICT CALVERT TRUST receive government funding?

To a small extent. Approximately 1.9% of their income comes from government grants or contracts.

Does THE LAKE DISTRICT CALVERT TRUST pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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THE LAKE DISTRICT CALVERT TRUST

#270923

Charitable company•Large•Registered

www.calvertlakes.org.uk

The lake district calvert trust aim to enable people with disabilities, together with their families and friends, to achieve their potential through the challenge of outdoor adventure in the countryside.

Registered address

LAKE DISTRICT, CALVERT TRUST KESWICK, UNDERSKIDDAW, KESWICK, CA12 4QD

Latest HighlightsFY 2024

Income

All sources

£2,625,149

Expenditure

All activities

£3,428,092

Net Reserves

Unrestricted funds

£0

Total Assets

Gross assets

£4,792,979

Working Capital

Liquidity

£-172,755

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

0.0 months

Median: 3.8 monthsBelow typical

Income Growth (1yr)

-12.2%

Median: 7.4%Below typical

Spending Efficiency

96.0%

Median: 97.8%Around typical

Income Concentration

63.7%

Median: 87.9%Around typical

Fundraising ROI

19.0x

Median: 19.2xAround typical

Income Volatility

72.2%

Median: 20.6%Below typical

Self-Generated Income

76.8%

Median: 82.9%Around typical

3-Year Income CAGR

-0.8%

Median: 7.8%Below typical

Efficiency & Health

Charitable Spending

96.0%

Fundraising Eff.

% income retained

19.0%

Governance Cost

% of expenditure

0.6%

Grant Making

% given away

Debt Ratio

% of assets

17.2%

Survival Ratio

Months of reserves

0 months

Income Profile

Donations & Legacies

% of income

23.2%

Government Reliance

% of income

1.9%

Largest Source

Primary income

Charitable Activities

Diversification

HHI: 6371

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

-12.2%↓

Income CAGR (3yr)

Compound growth

-0.8%

Volatility

High Volatility

72.2%

Reserves Trend

Direction

Depleting

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

1.1:1

Revenue/Employee

Per head

£34,541

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

2.6%

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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