Finance Score: 0

Governance Score: 6

Support Score: 1

Excess reserves: -3
Fundraising costs low: +3

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 7

YARM SCHOOL

Education

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
Spending has increased over the last 3 years relative to the previous period
There have been no income shortfalls in recent years
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £39,151,000 available, equivalent to 31 months of spending and so may not be able to utilise additional funding

Established: 22 years

www.yarmschool.org

kellyh@yarmschool.org

01642786023

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	Volun- teers
31/08/22	£15,707	£15,136	£571	£868	£39,230	£39,151	31	238	5
31/08/21	£13,627	£12,609	£1,018	£313	£38,839	£38,760	36.9	225	5
31/08/20	£13,059	£12,357	£702	£485	£37,817	£37,734	36.6	225	5
31/08/19	£14,216	£12,318	£1,898	£320	£37,115	£37,045	36.1	226	5
31/08/18	£13,708	£11,757	£1,951	£241	£35,228	£35,154	35.9	223	5
31/08/17	£13,085	£11,147	£1,938	£241	£33,277	£33,186	35.7	221	0
31/08/16	£12,980	£11,223	£1,757	£192	£31,336	£31,230	33.4	218	0
31/08/15	£12,312	£10,556	£1,756	£217	£22,024	£21,908	24.9	216	0
31/08/14	£11,875	£10,175	£1,700	£205	£20,270	£20,146	23.8	195	0
31/08/13	£11,534	£10,175	£1,359	£212	£18,570	£18,442	21.7	200	0
31/08/12	£10,921	£9,196	£1,725	£266	£16,763	£16,651	21.7	170	0
31/08/11	£10,464	£8,907	£1,557	£218	£15,037	£14,988	20.2	159	0
31/08/10	£9,813	£8,287	£1,526	£190	£13,479	£13,439	19.5	157	0
31/08/09	£9,753	£7,935	£1,818	£222	£11,953	£11,922	18	157	0
31/08/08	£9,339	£7,784	£1,555	£196	£10,135	£10,118	15.6	160	0
31/08/07	£8,678	£7,483	£1,195	£195	£8,580	£8,544	13.7	165	0
31/08/06	£7,813	£6,617	£1,196	£0	£0	£0	n/a	0	0
31/08/05	£7,350	£6,539	£811	£0	£0	£0	n/a	0	0
31/08/04	£6,536	£5,725	£811	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.8%
Fundraising Costs/Total Spending: 5.7%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 24%
Liabilities/Income: 78%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 31 months
Net Current Assets/Spending: 4 months
Quick Ratio: 0.9

Asset Split ?

Listed activities

Education/Training

How it operates

Provides services

Where it operates

Stockton-on-tees,

Who it helps

Children/Young People

Who works here?

238 employees
5 volunteers

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 Work and Pensions - CYNTHIA SPENCER HOSPICE CHARITY
£2,240	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Department for Work and Pensions - CYNTHIA SPENCER HOSPICE CHARITY
£8,914	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 34-68

ALEXANDER MARTIN TURNER Appointed: 2014, Occupation: Senior Registrar Of Paediatric Surgery

CHRISTOPHER DAVID DE JONG Appointed: 2018, Occupation: Management Consultant

DR PAUL MICHAEL CHAPMAN Appointed: 2015, Occupation: Retired

DR PENELOPE SARAH ANN JONES Appointed: 2015, Occupation: Retired, Other trusteeship: RICHMONDSHIRE ORCHESTRA,

DR SHAZIA NAZ AKOWUAH Appointed: 2019, Occupation: Gp

GRACE ISABELLE MITCHELL Appointed: 2023, Occupation: Teacher

IAN FRANCES LOVAT Appointed: 2016, Occupation: Retired

JONATHAN IRVINE FERGUSON Appointed: 2023, Occupation: Surgeon

MARK THOMPSON BA ACMA (Chair), Occupation: Chief Executive Officer

PAUL JOSEPH BARRON Appointed: 2018, Occupation: Company Director

REBECCA LOUISE BROWN Appointed: 2023, Occupation: Retired

RUTH MARGARET LANGFORD Appointed: 2014, Occupation: Dental Surgeon

Legal constitution

Charitable company registered in England & Wales on 15/08/2002, number: 1093434
Registered at Companies House on 30/05/2002, number: 04451356

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; all on time

Main office

YARM SCHOOL
THE FRIARAGE
YARM
TS15 9EJ

Objectives

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED (THE OBJECTS) ARE FOR THE PUBLIC BENEFIT TO ADVANCE THE EDUCATION OF CHILDREN AND YOUNG PERSONS IN THE COUNTIES OF DURHAM AND NORTH YORKSHIRE AND THE FORMER COUNTY OF CLEVELAND BY THE PROVISION OF A SCHOOL AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.

Defined Area of Benefit:

DURHAM, NORTH YORKSHIRE AND FORMER COUNTY OF CLEVELAND

Data Sources