Finance Score: 1

Governance Score: 8

Support Score: 0

Poor Liquidity: -1
Positive trading contribution: +2;

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

No supporters identified

Overall GiG Score: 9

INSTITUTE OF SCHOOL BUSINESS LEADERSHIP

To support schools and staff with matters related to efficient and effective management of schools. To develop a system leadership culture where knowledge sharing is a conduit to continuous improvement. To ensure qualifications and training are available to support high standards of professional practice. To support HM Government with implementation of policy and to engage in formal consultations.

Analysis by Giving is Great

Positives:

More than half of total income was derived from trading and fees in the latest year
There have been no material income shortfalls in recent years
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 and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are 16 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£2,303	£2,365	£-62	£0	£148	£148	0.7	9	0
31/03/22		£1,787	£1,892	£-105	£0	£209	£209	1.3	12	0
31/03/21?		£1,893	£1,933	£-39	£0	£314	£314	2	14	0
31/12/19		£2,512	£2,383	£130	£0	£354	£354	1.8	13	0
31/12/18		£1,354	£1,354	£0	£0	£224	£201	1.8	13	0
31/12/17		£1,271	£1,322	£-51	£0	£224	£226	2.1	14	0
31/12/16	*	£1,171	£1,163	£8	£0	£275	£275	2.8	13	0
31/12/15		£1,145	£1,141	£4	£17	£267	£167	1.8	10	0
31/12/14		£1,063	£1,233	£-170	£17	£262	£196	1.9	11	0
31/12/13		£883	£1,155	£-272	£0	£432	£432	4.5	10	0
31/12/12		£781	£716	£64	£0	£704	£704	11.8	9	0
31/12/11		£789	£675	£115	£202	£688	£688	12.2	9	0
31/12/10		£748	£593	£155	£138	£574	£574	11.6	7	0
31/12/09		£648	£538	£110	£130	£419	£419	9.3	7	0
31/12/08		£656	£595	£62	£126	£309	£309	6.2	6	0
31/12/07		£510	£459	£51	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£457	£467	£-10	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 90%
Liabilities/Income: 58%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 0.7 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.3

Asset Split ?

Balance Sheet History

Established: 18 years
(27 years as a company)

www.isbl.org.uk

info@isbl.org.uk

02476231221

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training

GiG Classification

Professional associations

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 14/16 persons

Age Range of Trustees: 37-66

BEN MARCH Appointed: 2022, Occupation: Cfoo

BENEDICTE YUE Appointed: 2024, Occupation: Cfo

CHERYL CAMPBELL Appointed: 2022, Occupation: School Business Leader

DEBRA BEAZER Appointed: 2022, Occupation: School Business Leader

DR PAUL ARMSTRONG Appointed: 2017, Occupation: Lecturer In Education

HELEN ELIZABETH BURGE Appointed: 2021, Occupation: Deputy Coo

JONATHAN LESLIE COATES Appointed: 2021, Occupation: Director Of Business And Finance

LUCI JONES Appointed: 2022, Occupation: Chief Finance & Operations Officer

MATTHEW BURRELL (Chair) Appointed: 2015, Occupation: School Business Manager

MX EMMA JANE SWANN Appointed: 2024, Occupation: Solicitor

NIGEL BRUNNING Appointed: 2022, Occupation: Chartered Accountant

RUSSELL GREGGE DALTON Appointed: 2024, Occupation: Consultant

SAMANTHA LOUISE FINCH Appointed: 2024, Occupation: Chief Finance & Operating Officer

SANDY TOMLINSON Appointed: 2024, Occupation: Consultant

STEPHEN LESTER Appointed: 2020, Occupation: Consultant

WENDY FARRIER Appointed: 2022, Occupation: Director Of Finance & Operations

Legal constitution

Charitable company registered in England & Wales on 12/06/2006, number: 1114623
Registered at Companies House on 27/08/1997, number: 03425492

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

17 returns made; AR16: 16 days late,

Recent reorganisation events:

Asset transfer in from FOUNDATION FOR LEADERSHIP IN EDUCATION on 22/12/2021

Main office

Highdown House
11 Highdown Road
LEAMINGTON SPA
Warwickshire
CV31 1XT

Objectives

THE ADVANCEMENT OF EDUCATION BY THE COLLECTION AND DISSEMINATION OF INFORMATION FOR THE PURPOSES OF PROMOTING THE HIGHEST ADMINISTRATIVE EFFICIENCY IN THE ORGANISATION OF SCHOOLS AND EDUCATIONAL ESTABLISHMENTS

Defined Area of Benefit:

NATIONAL