What is the financial size of THE LODGE TRUST CIO?

THE LODGE TRUST CIO is classified as a large charity. In the latest financial year, they reported a total income of £2,206,576 and total expenditure of £2,225,791.

How does THE LODGE TRUST CIO allocate its spending?

For every pound spent, approximately 100.0% goes directly to charitable activities. The remaining 0.0% is spent on raising funds and administration. This is higher than the median for similar-sized charities (97.8%).

What is the workforce structure of THE LODGE TRUST CIO?

THE LODGE TRUST CIO employs 64 staff members and is supported by 2 volunteers.

Does THE LODGE TRUST CIO receive government funding?

Yes. Approximately 91.2% of their income comes from government grants or contracts.

Does THE LODGE TRUST CIO 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 LODGE TRUST CIO

#1161735

CIO•Large•Registered

www.lodgetrust.org.uk

Provide a home, educational & work opportunities, based on orthodox protestant christian values, for the benefit of people with learning disabilities, who have expressed the desire to be supported in a provision which promotes their spiritual, material & mental welfare, & is tailored to their individual needs, & which promotes independent living and life skills development to the extent possible

Registered address

The Lodge, Main Street, Market Overton, Oakham, LE15 7PL

Latest HighlightsFY 2024

Income

All sources

£2,206,576

Expenditure

All activities

£2,225,791

Net Reserves

Unrestricted funds

£1,101,359

Total Assets

Gross assets

£4,405,752

Working Capital

Liquidity

£1,199,933

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

5.9 months

Median: 3.8 monthsAround typical

Income Growth (1yr)

10.2%

Median: 7.4%Around typical

Spending Efficiency

100.0%

Median: 97.8%Around typical

Income Concentration

171.1%

Median: 87.9%Below typical

Fundraising ROI

2113.6x

Median: 19.2xTop quartile

Income Volatility

12.1%

Median: 20.6%Around typical

Self-Generated Income

96.8%

Median: 82.9%Around typical

3-Year Income CAGR

7.1%

Median: 7.8%Around typical

Efficiency & Health

Charitable Spending

100.0%

Fundraising Eff.

% income retained

2113.6%

Governance Cost

% of expenditure

2.9%

Grant Making

% given away

Debt Ratio

% of assets

2.2%

Survival Ratio

Months of reserves

5.9 months

Income Profile

Donations & Legacies

% of income

3.2%

Government Reliance

% of income

91.2%

Largest Source

Primary income

Charitable Activities

Diversification

HHI: 17109

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

10.2%↑

Income CAGR (3yr)

Compound growth

7.1%

Volatility

Stable

12.1%

Reserves Trend

Direction

Stable

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0.0:1

Revenue/Employee

Per head

£34,478

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

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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