Finance Score: 2

Governance Score: -1

Support Score: 3

Excess liquidity: -1
Fundraising costs low: +3

No conflicts policy: -1
Narrow trustee age band: -2
Dynamic board: +3
Mainly female board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 4

HIGHER EDUCATION POLICY INSTITUTE

Our aim is to ensure as far as possible that higher education policy development in the UK is informed by research and by knowledge of the experience of others.

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 dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly female
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end

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		£543	£470	£72	£5	£629	£609	15.5	5
31/07/21		£554	£429	£125	£0	£678	£678	19	5
31/07/20		£465	£573	£-108	n/a	n/a	n/a	n/a	n/a
31/07/19		£643	£516	£126	£0	£661	£661	15.4	5
31/07/18	*	£623	£505	£118	£125	£534	£534	12.7	5
31/07/17		£538	£450	£88	£0	£417	£417	11.1	4
31/07/16	*	£505	£412	£93	£0	£328	£328	9.6	4
31/07/15		£394	£345	£49	£0	£0	£0	n/a	0
31/07/14		£352	£390	£-38	£0	£0	£0	n/a	0
31/07/13	*	£388	£439	£-51	£0	£0	£0	n/a	0
31/07/12		£299	£461	£-162	£0	£0	£0	n/a	0
31/07/11		£413	£433	£-20	£0	£0	£0	n/a	0
31/07/10		£618	£488	£130	£15	£456	£456	11.2	3
31/07/09		£479	£488	£-10	£0	£0	£0	n/a	0
31/07/08		£474	£452	£21	£0	£0	£0	n/a	0
31/07/07		£532	£481	£51	£60	£384	£384	9.6	2
31/07/06		£607	£442	£165	£0	£0	£0	n/a	0
31/07/05		£460	£344	£116	£0	£0	£0	n/a	0
31/07/04		£341	£301	£40	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.9%
Fundraising Costs/Total Spending: 1%
Senior Staff Costs/Total Spending: 27%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 36%
Liabilities/Income: 64%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 15.5 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.3

Asset Split ?

Established: 21 years

www.hepi.ac.uk

admin@hepi.ac.uk

01865 284450

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Scientific research and testing services

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

5 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 66-78

PROFESSOR DAME JULIA GOODFELLOW Appointed: 2021 Occupation: Retired; Independent Non Exec Director

SIR DAVID ROBERT BELL Appointed: 2016

PROFESSOR SALLY MAPSTONE Appointed: 2021 Occupation: Principal And Vice-Chancellor

MARY ELIZABETH CURNOCK COOK OBE Appointed: 2020 Occupation: Retired

Mary was Chief Executive of UCAS, and held executive and non-executive positions in education, hospitality, food and biotech sectors. She is Chair of Governors at Kensington and Chelsea College and Chair of Governors at Swindon Academy. She is also a Council member at the Open University, a non-exec Director at the Student Loans Company, A Trustee....more

PROFESSOR DAME HELEN SARAH WALLACE Appointed: 2016 Occupation: Retired Academic, Other trusteeship: BRUGES-NATOLIN UK EUROPEAN SCHOLARSHIPS FUND,

Legal constitution

Charitable company registered in England & Wales on 25/09/2003, number: 1099645
Registered at Companies House on 05/08/2002, number: 04503712

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR18: 42 days late, AR16: 65 days late, AR13: 94 days late,

Main office

CUMBERLAND COURT
80 MOUNT STREET
NOTTINGHAM
NG1 6HH

Objectives

TO PROMOTE RESEARCH INTO AND UNDERSTANDING OF ALL ASPECTS OF HIGHER EDUCATION AND TO DISSEMINATE THE USEFUL RESULTS OF SUCH RESEARCH FOR THE EDUCATION AND BENEFIT OF POLICY MAKERS AND THE GENERAL PUBLIC IN THE UNITED KINGDOM PROVIDED THAT THE INCOME AND PROPERTY OF THE INSTITUTE SHALL NOT BE APPLIED DIRECTLY IN THE RELIEF OF RATES, TAXES OR OTHER PUBLIC FUNDS, BUT MAY BE APPLIED IN SUPPLEMENTARY RELIEF OR ASSISTANCE THEREOF.

Defined Area of Benefit:

THE UNITED KINGDOM.

Data Sources