What is the financial size of THE STEVE MORGAN FOUNDATION?

THE STEVE MORGAN FOUNDATION is classified as a large charity. In the latest financial year, they reported a total income of £9,572,892 and total expenditure of £12,561,254.

How does THE STEVE MORGAN FOUNDATION allocate its spending?

For every pound spent, approximately 91.6% goes directly to charitable activities. The remaining 8.4% 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 STEVE MORGAN FOUNDATION?

THE STEVE MORGAN FOUNDATION employs 4 staff members and is supported by 0 volunteers.

Does THE STEVE MORGAN FOUNDATION receive government funding?

To a small extent. Approximately 0.0% of their income comes from government grants or contracts.

Does THE STEVE MORGAN FOUNDATION 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 STEVE MORGAN FOUNDATION

#1087056

Trust•Large•Registered

http://stevemorganfoundation.org.uk/

Providing charitable support in the form of grants to organisations in merseyside, west cheshire, north wales and north shropshire which specialise in assisting young people, the disabled, the homeless and the disadvantaged.

Registered address

BRIDGEMERE HOUSE, CHESTER ROAD, PRESTON BROOK, CHESHIRE, WA7 3BD

Latest HighlightsFY 2024

Income

All sources

£9,572,892

Expenditure

All activities

£12,561,254

Net Reserves

Unrestricted funds

£270,014,659

Total Assets

Gross assets

£340,940,950

Working Capital

Liquidity

£8,620,904

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

258.0 months

Median: 3.8 monthsTop quartile

Income Growth (1yr)

2.3%

Median: 7.4%Around typical

Spending Efficiency

91.6%

Median: 97.8%Around typical

Income Concentration

99.4%

Median: 87.9%Around typical

Fundraising ROI

9.1x

Median: 19.2xAround typical

Income Volatility

41.0%

Median: 20.6%Below typical

Self-Generated Income

99.7%

Median: 82.9%Top quartile

3-Year Income CAGR

-11.8%

Median: 7.8%Below typical

Efficiency & Health

Charitable Spending

91.6%

Fundraising Eff.

% income retained

9.1%

Governance Cost

% of expenditure

0.1%

Grant Making

% given away

96.2%

Debt Ratio

% of assets

20.8%

Survival Ratio

Months of reserves

258.0 months

Income Profile

Donations & Legacies

% of income

0.3%

Government Reliance

% of income

Largest Source

Primary income

Investments

Diversification

HHI: 9937

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

2.3%↑

Income CAGR (3yr)

Compound growth

-11.8%

Volatility

High Volatility

41.0%

Reserves Trend

Direction

Building

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0:1

Revenue/Employee

Per head

£2,393,223

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

25%

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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