THE OAKLEA TRUST
#1091722Supporting children and adults with disabilities
Areas of operation
Registered address
Third Floor - East Wing, Station House, Station Road, Kendal, Cumbria, LA9 6ry
Latest HighlightsFY 2024
Income
All sources
£9,915,162
Expenditure
All activities
£9,646,122
Net Reserves
Unrestricted funds
£2,042,930
Total Assets
Gross assets
£3,905,508
Working Capital
Liquidity
£-153,198
Benchmark Performance
Comparing against 8,683 similar large charities
Compare vs:
Reserve Runway
2.5 months
Median: 3.8 monthsAround typical
Income Growth (1yr)
4.3%
Median: 7.4%Around typical
Spending Efficiency
100.0%
Median: 97.8%Around typical
Income Concentration
159.5%
Median: 87.9%Below typical
Fundraising ROI
N/A
Median: 19.2xUnknown
Income Volatility
5.6%
Median: 20.6%Top quartile
Self-Generated Income
99.8%
Median: 82.9%Top quartile
3-Year Income CAGR
4.4%
Median: 7.8%Around typical
Efficiency & Health
Charitable Spending
100%
Fundraising Eff.
% income retained
N/A
Governance Cost
% of expenditure
0.0%
Grant Making
% given away
0%
Debt Ratio
% of assets
47.7%
Survival Ratio
Months of reserves
2.5 months
Income Profile
Donations & Legacies
% of income
0.2%
Government Reliance
% of income
87.7%
Largest Source
Primary income
Charitable Activities
Diversification
HHI: 15946
Highly Concentrated
Trends
Income Growth (1yr)
Year over Year
4.3%↑
Income CAGR (3yr)
Compound growth
4.4%
Volatility
Stable
5.6%
Reserves Trend
Direction
Building
Governance
Employees
Staff count
367
Volunteers
Volunteer count
11
Volunteer Ratio
Per staff member
0.0:1
Revenue/Employee
Per head
£27,017
Trustee Benefits
Payments to trustees
No
High Earners
Earning over £60k
0.5%
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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