Finance Score: 1
Governance Score: 8
Support Score: 3
  • Poor Liquidity: -1
  • Good Reserves: +1Multiple Deficits: -2
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Gov Income
  • Grant maker support: +3
Overall GiG Score: 12 ?

METHODIST INDEPENDENT SCHOOLS TRUST 

The Methodist Church is engaged in education as part of its Christian mission in the world. Its schools will seek to extend the Methodist ethos and character and contribute to diversity in education.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants and contracts
  • Fundraising costs are unusually low relative to funds raised
  • 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 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
  • On several occasions in recent years income has been less than spending

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£108,567£109,338£-771£2,644£81,089£78,3678.62,155235
31/08/21£97,706£97,648£58£1,753£82,451£76,8089.42,067307
31/08/20£99,506£98,279£1,227£1,669£81,241£76,2389.32,206223
31/08/19£106,911£107,276£-365£2,596£80,364£75,4408.42,460274
31/08/18£105,034£104,206£828£2,452£80,837£76,0588.82,379156
31/08/17*£99,557£98,781£776£1,694£79,705£75,1529.12,3490
31/08/16*£99,868£94,238£5,630£1,569£77,922£73,2659.32,1900
31/08/15*£88,031£82,841£5,190£2,701£74,249£72,35310.51,4990
31/08/14*£83,447£79,044£4,403£2,002£69,536£67,50010.21,3850
31/08/13*£81,282£76,615£4,667£2,151£64,781£63,0009.91,3860
31/08/12£77,747£73,186£4,561£2,048£59,512£58,1649.51,3500

Financial Ratios
Fundraising Costs/Relevant Income: 2.6%
Fundraising Costs/Total Spending: 2.4%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 30%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 8.6 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.3
Asset Split ?
Established: 13 years

www.methodistschools.org.uk

admin@methodistschools.org.uk

02079353723

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
  • Religious Activities
GiG Classification
  • Secondary schools
How it operates
  • Acts as an umbrella or resource body
  • Makes Grants to Individuals
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides other finance
  • Provides services
Where it operates
  • Throughout England And Wales,
Who it helps
  • Children/Young People
Who works here?
  • 2,155 employees
  • 235 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)
Current Trustees appointed
Gender Split
Based on 13/14 persons

Age Range of Trustees: 45-79
  • SIMON SMALL Appointed: 2024, Occupation: Ex Chief Executive Officer
  • TIM EMMETT Appointed: 2022, Occupation: Business Development Director
  • ELAINE CLELAND Appointed: 2016, Occupation: Personal Development Consultant
Legal constitution
  • Charitable company registered in England & Wales on 08/07/2011, number: 1142794
  • Registered at Companies House on 26/05/2011, number: 07649422
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Other Regulators
  • Ofsted (Office For Standards In Education)
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
Filing Record
11 returns made; AR17: 23 days late, AR16: 24 days late, AR15: 5 days late, AR14: 20 days late, AR13: 93 days late,
Main office

66 LINCOLN'S INN FIELDS
LONDON
WC2A 3LH

Objectives

1. THE ADVANCEMENT OF EDUCATION IN ACCORDANCE WITH THE PRINCIPLES OF THE METHODIST CHURCH; AND2. SUCH OTHER CHARITABLE PURPOSES OF THE METHODIST CHURCH AS THE CONFERENCE SHALL FROM TIME TO TIME BY RESOLUTION DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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