Finance Score: 3

Governance Score: 8

Support Score: 3

Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 14

BIRKDALE SCHOOL

Independent primary and secondary school

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/08/22		£9,129	£9,211	£-82	£121	£11,453	£11,392	14.8	129
31/08/21		£8,717	£8,708	£10	£78	£11,535	£11,474	15.8	135
31/08/20		£9,150	£8,654	£496	£81	£11,525	£11,464	15.9	131
31/08/19		£9,195	£8,898	£297	£77	£11,023	£10,962	14.8	168
31/08/18		£9,231	£8,957	£274	£61	£10,719	£10,658	14.3	170
31/08/17		£8,322	£8,101	£221	£143	£10,438	£10,377	15.4	168
31/08/16		£8,253	£7,852	£401	£119	£10,217	£10,216	15.6	165
31/08/15		£8,016	£7,463	£553	£192	£9,816	£9,797	15.8	130
31/08/14		£7,739	£8,763	£-1,023	£262	£9,262	£9,244	12.7	128
31/08/13		£7,595	£7,084	£511	£293	£10,286	£10,265	17.4	132
31/08/12		£7,427	£7,013	£413	£262	£9,774	£9,753	16.7	128
31/08/11		£7,421	£6,825	£596	£237	£9,361	£9,338	16.4	129
31/08/10		£6,945	£6,748	£197	£238	£8,765	£8,742	15.5	126
31/08/09		£6,815	£6,556	£259	£225	£8,568	£8,534	15.6	126
31/08/08		£6,598	£6,259	£338	£209	£8,319	£8,275	15.9	132
31/08/07		£6,288	£5,868	£420	£205	£7,981	£7,927	16.2	130
31/08/06		£5,815	£5,665	£150	£0	£0	£0	n/a	0
31/08/05		£5,392	£5,193	£199	£0	£0	£0	n/a	0
31/08/04	*	£6,786	£6,808	£-22	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.4%
Fundraising Costs/Total Spending: 1.3%
Senior Staff Costs/Total Spending: 15%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 15%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 14.8 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.6

Asset Split ?

Established: 31 years

www.birkdaleschool.org.uk

accounts@birkdaleschool.org.uk

01142668400

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Barnsley, Derbyshire, Doncaster, Rotherham, Sheffield City,

Who it helps

Children/Young People

Who works here?

129 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 35-78

SHUNGU ONWARD SAMSON USHEWOKUNZE Appointed: 2021, Occupation: Paediatric Neurosurgeon

EDWARD BENJAMIN STEPHEN BOWLES Appointed: 2021, Occupation: Academic Deputy Head

HEIDI BRISBANE WRAGG Appointed: 2023, Occupation: Business Development Manager

LUKE ALEX FANTHOME Appointed: 2023, Occupation: Information Security Consultant

STEPHEN JASON DRURY Appointed: 2023, Occupation: Company Director

ELIZABETH ANN HETHERINGTON Appointed: 2013, Occupation: Head Of Therapy Services

KATHRYN MARY WALKER MA, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ECCLESALL, SHEFFIELD,

MATTHEW OLIVER DENNIS Appointed: 2017, Occupation: Audio Engineer / Music Director

NEILL ANDREW BIRCHENALL Appointed: 2020, Occupation: Company Director

PROFESSOR JEREMY FRANCIS DAWSON Appointed: 2017, Occupation: Professor Of Health Management

SARAH CATHERINE TURNER Appointed: 2016, Occupation: None, Other trusteeships: FULWOOD EDUCATIONAL ENDOWMENT, THE SHEFFIELD BLUECOAT AND MOUNT PLEASANT EDUCATIONAL FOUNDATION, SHEFFIELD GRAMMAR SCHOOL EXHIBITION FOUNDATION,

ANGELA MARY REES Appointed: 1993, Occupation: Senior Academic Postholder, Other trusteeship: CATHEDRAL CHURCH OF SAINT PETER AND SAINT PAUL IN SHEFFIELD,

PAUL RICHARD HOUGHTON (Chair) Appointed: 2013, Occupation: Chartered Accountant, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF FULWOOD CHRIST CHURCH, SHEFFIELD,

Legal constitution

Charitable company registered in England & Wales on 19/03/1993, number: 1018973
Registered at Companies House on 19/02/1993, number: 02792166

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR04: 31 days late,

Main office

BIRKDALE SCHOOL
4 OAKHOLME ROAD
SHEFFIELD
S10 3DH

Objectives

3.1.1 TO ACQUIRE THE ASSETS AND UNDERTAKING OF BIRKDALE SCHOOL, SHEFFIELD AS NOW VESTED IN AND CARRIED ON BY THE TRUSTEES OF BIRKDALE SCHOOL (THE SCHOOL) AND THEREAFTER TO CARRY ON AND DEVELOP THE SCHOOL FOR THE EDUCATION OF PERSONS OF SCHOOL AGE WITH THE SPECIFIC OBJECTS OF MAINTAINING ITS EXISTING TRADITION OF CHRISTIAN EDUCATION AND TO CONTINUE TO PROVIDE EDUCATION BASED ON THE EVANGELICAL DOCTRINE WHICH EMPHASISES THE AUTHORITY OF THE BIBLE IN ALL MATTERS OF FAITH AND CONDUCT. THE APPOINTMENT OF BOTH GOVERNORS AND STAFF SHALL REFLECT THE COMMITMENT TO MAINTAIN THIS TRADITION, IN PARTICULAR WITH REGARD TO THE APPOINTMENT OF HEADS.3.1.2 TO ESTABLISH MAINTAIN OR SUPPORT OR CONTRIBUTE TO THE ESTABLISHMENT MAINTENANCE OR SUPPORT OF OTHER SCHOOLS OR EDUCATIONAL PROJECTS PROVIDING FOR THE EDUCATION OR BENEFIT OF PERSONS OF SCHOOL AGE PROVIDED THAT NO ASSISTANCE SHALL BE GIVEN TO SCHOOLS OR PROJECTS WHICH ARE NOT ESTABLISHED FOR CHARITABLE PURPOSES ONLY.

Defined Area of Benefit:

NOT DEFINED

Data Sources