Finance Score: -6

Governance Score: 8

Support Score: 5

Liabilities <10%: +3
Excess reserves: -3
Pension deficit: -1
Fundraising costs high: -5

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

Grant maker support: +5

Overall GiG Score: 7

LIVERPOOL HOPE UNIVERSITY

Higher Education

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
This charity has a robust balance sheet
There have been no income shortfalls in recent years
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 21 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £150,431,021 available, equivalent to 33 months of spending and so may not be able to utilise additional funding
There is a pension deficit of £1,200,718
Fundraising costs are extremely high relative to funds raised

Established: 27 years

http://www.hope.ac.uk

dykinsd@hope.ac.uk

01512913233

Charity Commission for England and Wales

Tweets

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
31/07/22		£58,119	£54,246	£3,873	£49,423	£150,431	£150,431	33.3	638
31/07/21		£55,012	£48,983	£6,029	£0	£108,861	£108,861	26.7	616
31/07/20		£50,671	£47,560	£3,111	£0	£101,384	£101,384	25.6	613
31/07/19		£52,299	£50,638	£1,660	£0	£106,299	£106,299	25.2	630
31/07/18	*	£52,518	£49,622	£2,896	£0	£111,730	£111,730	27	660
31/07/17		£51,307	£47,706	£3,601	£0	£102,719	£102,719	25.8	652
31/07/16		£51,322	£46,817	£4,506	£0	£92,003	£92,003	23.6	638
31/07/15		£48,893	£44,898	£3,995	£79	£92,298	£92,184	24.6	643
31/07/14		£50,820	£46,314	£4,505	£77	£91,596	£91,478	23.7	628
31/07/13		£51,723	£46,487	£5,237	£77	£74,791	£74,633	19.3	628
31/07/12		£52,274	£44,904	£7,370	£93	£66,471	£66,286	17.7	586
31/07/11		£53,435	£47,464	£5,970	£96	£65,309	£65,098	16.5	876
31/07/10		£52,492	£48,117	£4,375	£40	£55,597	£55,361	13.8	956
31/07/09		£50,758	£48,391	£2,368	£119	£38,985	£38,805	9.6	631
31/07/08		£47,564	£46,409	£1,154	£94	£38,461	£38,345	9.9	669
31/07/07		£46,334	£45,629	£706	£98	£37,987	£37,836	10	750
31/07/06		£43,287	£43,098	£189	£0	£0	£0	n/a	0
31/07/05	*	£41,589	£41,372	£217	£0	£0	£0	n/a	0
31/07/04		£39,872	£39,499	£374	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 105.4%
Fundraising Costs/Total Spending: 100%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £300,000-£350,000
Liabilities/Assets: 9%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 33.3 months
Net Current Assets/Spending: 8 months
Quick Ratio: 2.5

Asset Split ?

Listed activities

Economic/Community Development/Employment
Education/Training

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Knowsley, Liverpool City, Sefton, St Helens, Wirral,

Who it helps

The General Public/Mankind

Who works here?

638 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department for Business, Energy and Industrial Strategy - Public Sector Decarbonisation Scheme (Phase 3a)
£85,000	05/02/2022	The Public Sector Decarbonisation Scheme provides grants for public sector bodies to fund heat decarbonisation and energy efficiency measures.
Culham St Gabriel's Trust - Pilot: Educational disadvantage, social mobility and religious identity
£19,527	10/07/2018	To understand the needs, concerns and reasons for disengagement of disadvantaged and minority communities.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (21)

Current Trustees appointed

Gender Split

Based on 20/21 persons

Age Range of Trustees: 22-71

ANNE-MARIE COSTELLO Appointed: 2021, Occupation: Teacher

DEBORAH FRANCES SHACKLETON Appointed: 2022, Occupation: Business Leader & Non Executive Director, Other trusteeship: THE LANCASHIRE WILDLIFE TRUST,

DR CAROLINE WAKEFIELD Appointed: 2019, Occupation: University Lecturer

DR EDWIN AMEUDA DJABATEY Appointed: 2021, Occupation: Consultant Anaesthetic Doctor, Other trusteeship: MERSEY SCHOOL OF ANAESTHESIA,

DR PENNY HAUGHAN Appointed: 2019, Occupation: Pro Vice-Chancellor

FR CHRISTOPHER MCCOY Appointed: 2014, Occupation: Clergyman

GRAHAM NASH WOOD KC Appointed: 2013

JOHN DOUGLAS NORBURY Appointed: 2015, Occupation: Deputy Chairman, Tilney Bestinvest

JANE BEEVER Appointed: 2017, Occupation: Headteacher

LESLEY CAROL MARTIN-WRIGHT Appointed: 2021, Occupation: Chief Executive, Other trusteeships: P H HOLT FOUNDATION, THE CORPORATION OF THE CATHEDRAL CHURCH OF CHRIST IN LIVERPOOL,

MARGARET ANNE SWINSON Appointed: 2012, Occupation: Chartered Accountant, Other trusteeships: CHRISTIAN AID, FRANCIS NEILSON TRUST FUND, THE ANGLICAN CENTRE IN ROME, CHRISTIAN AID, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MATTHEW AND ST. JAMES MOSSLEY HILL, LIVERPOOL, ANGLICAN CONSULTATIVE COUNCIL, THE CORPORATION OF THE CATHEDRAL CHURCH OF CHRIST IN LIVERPOOL,

NEVE CHARLOTTE ROSSER Appointed: 2023, Occupation: President, Students' Union

PAULA RAPER Appointed: 2020, Occupation: University Lecturer

PROFESSOR ATULYA KUMAR NAGAR Appointed: 2023, Occupation: Pro Vice Chancellor

PROFESSOR CLAIRE MARGARET PHILIPPA OZANNE Appointed: 2023, Occupation: Vice Chancellor & Rector

REV CHRISTOPHER ANTHONY FALLON Appointed: 2017, Occupation: Priest

REV GEOFFREY FELTON Appointed: 2023, Occupation: Moderator, Other trusteeship: THE UNITED REFORMED CHURCH (MERSEY PROVINCE) TRUST LIMITED,

REV PETER WINN Appointed: 2012, Occupation: Vicar

STEVEN WALTER TOWNLEY Appointed: 2023, Occupation: Retired

TIMOTHY JAMES VALENTINE ALDERMAN Appointed: 2021, Occupation: Head Teacher

VERY REVD DR SUSAN HELEN JONES Appointed: 2019, Occupation: Priest

Legal constitution

Charitable company registered in England & Wales on 06/02/1997, number: 1060579
Registered at Companies House on 29/11/1996, number: 03285547

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR18: 7 days late, AR05: 2 days late,

Main office

LIVERPOOL HOPE UNIVERSITY COLLEGE
HOPE PARK
TAGGART AVENUE
LIVERPOOL
L16 9JD

Objectives

(A) THE HIGHER AND FURTHER EDUCATION OF MEN AND WOMEN THE EDUCATION AND TRAINING OF PERSONS INTENDING TO ENTER, OR ENGAGED IN, THE TEACHING PROFESSION:(B) THE FURTHERANCE OF THE ROMAN CATHOLIC CHURCH AND THE CHURCH OF ENGLAND, OF CHRISTIAN EDUCATION, OF ECUMENICAL IDEALS, AND OF THE UNDERSTANDING BETWEEN CHRISTIAN CHURCHES IN THE PROMOTION OF THE GOSPEL:(C) THE ADVANCEMENT OF KNOWLEDGE BY RESEARCH, SCHOLARSHIP, TEACHING AND LEARNING.

Defined Area of Benefit:

NOT DEFINED

Data Sources