YMDDIRIEDOLAETH PENLLERGARE - THE PENLLERGARE TRUST logo

YMDDIRIEDOLAETH PENLLERGARE - THE PENLLERGARE TRUST

#1082128
Charitable companyMediumRegistered
www.penllergare.org

Restoration and regeneration of the historic and cultural landscape of penllergare swansea for public benefit

Latest HighlightsFY 2023

Income

All sources

£689,390
Expenditure

All activities

£570,288
Net Reserves

Unrestricted funds

£77,086
Total Assets

Gross assets

£3,716,295
Working Capital

Liquidity

£-65,187

Benchmark Performance

Comparing against 42,435 similar medium charities

Compare vs:
Reserve Runway
1.6 months
Median: 4.3 monthsAround typical
Income Growth (1yr)
31.2%
Median: 1.4%Top quartile
Spending Efficiency
79.6%
Median: 98.5%Below typical
Income Concentration
37.1%
Median: 86.5%Top quartile
Fundraising ROI
5.9x
Median: 22.7xBelow typical
Income Volatility
47.2%
Median: 17.9%Below typical
Self-Generated Income
78.8%
Median: 41.9%Around typical
3-Year Income CAGR
-24.7%
Median: 1.6%Below typical

Efficiency & Health

Charitable Spending
79.6%
Fundraising Eff.

% income retained

5.9%
Governance Cost

% of expenditure

0%
Grant Making

% given away

0%
Debt Ratio

% of assets

10.6%
Survival Ratio

Months of reserves

1.6 months

Income Profile

Donations & Legacies

% of income

19.1%
Government Reliance

% of income

5.4%
Largest Source

Primary income

Charitable Activities
Diversification

HHI: 3707

Moderately Concentrated

Trends

Income Growth (1yr)

Year over Year

31.2%
Income CAGR (3yr)

Compound growth

-24.7%
Volatility

High Volatility

47.2%
Reserves Trend

Direction

Depleting

Governance

Employees

Staff count

14
Volunteers

Volunteer count

108
Volunteer Ratio

Per staff member

7.7:1
Revenue/Employee

Per head

£49,242
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

0%

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

Related Charities

Similar charities in Education/training