Finance Score: 6

Governance Score: 3

Support Score: 0

Liabilities <10%: +3
Fundraising costs low: +3

Good trustee age range: +3

No supporters identified

Overall GiG Score: 9

WJEC CBAC LIMITED

-Provide high quality qualifications, resources & support for teachers and learners-Develop, promote & provide appropriate systems of assessment and examinations -Support & enhance the development of the Welsh language & culture in Wales-Nurture & develop talents through arts and education by promoting, supporting and advancing the development of Youth Arts in Wales.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end but spending has been increasing rapidly

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
30/09/22		£55,493	£51,409	£4,084	£11	£87,174	£86,368	20.2	443
30/09/21		£31,385	£31,003	£382	£6	£56,077	£55,094	21.3	408
30/09/20		£36,495	£34,587	£1,907	£38	£38,964	£37,965	13.2	401
30/09/19		£47,665	£46,424	£1,241	£33	£36,476	£35,480	9.2	399
30/09/18		£45,114	£44,237	£877	£29	£47,232	£46,076	12.5	400
30/09/17		£44,977	£43,000	£1,978	£30	£39,458	£37,423	10.4	409
30/09/16		£41,364	£39,781	£1,583	£100	£19,068	£17,309	5.2	386
30/09/15		£40,704	£37,245	£3,459	£709	£32,040	£30,754	9.9	368
30/09/14		£39,312	£36,939	£2,373	£844	£26,759	£25,381	8.2	361
30/09/13	*	£39,896	£35,346	£4,550	£928	£22,529	£20,990	7.1	360
30/09/12		£40,670	£35,285	£5,385	£857	£19,472	£18,131	6.2	345
30/09/11		£39,746	£33,865	£5,881	£757	£15,496	£14,493	5.1	329
30/09/10		£36,249	£32,996	£3,253	£747	£11,223	£10,543	3.8	316
30/09/09		£32,485	£29,946	£2,539	£886	£6,889	£6,170	2.5	288
30/09/08		£29,555	£26,958	£2,597	£800	£12,581	£11,978	5.3	278
30/09/07		£27,249	£23,620	£3,629	£798	£10,425	£9,941	5.1	253
30/09/06		£26,600	£23,349	£3,251	£0	£0	£0	n/a	0
30/09/05		£22,854	£21,310	£1,544	£0	£0	£0	n/a	0
30/09/04		£20,473	£18,934	£1,540	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 7%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 20.2 months
Net Current Assets/Spending: 9 months
Quick Ratio: 7.2

Asset Split ?

Established: 25 years
(28 years as a company)

www.wjec.co.uk

ian.morgan@wjec.co.uk

029 2026 5000

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Academic support

How it operates

Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Defined Groups
People With Disabilities

Who works here?

443 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 29-75

ALAN RICHARD LOCKYER CLLR Appointed: 2016

IAN MORGAN Appointed: 2022, Occupation: Chief Executive

KEVIN PATRICK O'LEARY Appointed: 2022, Occupation: Retired

MARTYN GROUCUTT Appointed: 2023, Occupation: Councillor

COUNCILLOR EDWARD THOMAS Appointed: 2016, Occupation: County Councillor

DR MANDY LOU JAMES Appointed: 2018, Occupation: Consultant Research

JESSICA LEIGH JONES Appointed: 2018, Occupation: Director

RICHARD JAMES PENDLEBURY Appointed: 2018, Occupation: Change Leader Financial Services

ARALL CEMLYN REES WILLIAMS Appointed: 2019, Occupation: Cynghorydd Sir, Other trusteeships: CWMNI CYNNAL, SYLFAEN CYMUNEDOL CYF, PORTHI DRE,

JOANNA PATRICIA MOONAN Appointed: 2018, Occupation: Operations Director, Other trusteeship: CROSSTOWN COMMUNITY ORCHARD,

Legal constitution

Charitable company registered in England & Wales on 15/01/1999, number: 1073332
Registered at Companies House on 25/01/1996, number: 03150875

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; AR13: 7 days late,

Main office

WJEC
245 Western Avenue
Cardiff
CF5 2YX

Objectives

The Company is established for the following objects:a) to maintain, develop and deliver appropriate systems for the assessment and examination of students of all ages and of all disciplines at schools, colleges and other institutions in Wales and elsewhere;b) to provide training and curriculum and management support for local authorities, schools, colleges and other charitable institutions in Wales and elsewhere;c) to promote, support and advance the development of the Welsh language and culture in Wales and elsewhere, including through the provision of educational resources and professional development activities for teachers and lecturers;d) to promote, support and advance the development of Youth Arts in Wales;e) the advancement of education and training in Wales and elsewhere.In this clause Youth Arts means performing arts opportunities open to the young people of Wales, including through music, theatre and dance.

Defined Area of Benefit:

WALES AND ELSEWHERE

Data Sources