Finance Score: 3

Governance Score: 8

Support Score: 3

Fundraising costs low: +3

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

Grant maker support: +3

Overall GiG Score: 14

THE INDEPENDENT SCHOOLS ASSOCIATION

THE OBJECT OF THE ASSOCIATION IS THE ADVANCEMENT OF EDUCATION BY FOSTERING THE HIGHEST POSSIBLE EDUCATIONAL STANDARDS IN INDEPENDENT SCHOOLS THROUGH THE PROMOTION OF FELLOWSHIP AND CO-OPERATION AMONG MEMBERS, ASSOCIATES AND AFFILIATES OF THE ASSOCIATION AND THROUGH CO-OPERATION WITH OTHER BODIES WITH SIMILAR CHARITABLE OBJECTS.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
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:

There are 26 trustees whereas the Charities Commission recommends a maximum of 12

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	£1,334	£1,354	£-21	£5	£1,461	£1,461	12.9	24	0
31/08/21	£1,074	£902	£172	£3	£1,356	£1,356	18.1	21	0
31/08/20	£1,188	£1,206	£-18	£7	£1,134	£1,134	11.3	20	23
31/08/19	£1,152	£1,105	£47	£6	£1,219	£1,149	12.5	19	0
31/08/18	£1,083	£932	£151	£5	£1,226	£1,155	14.9	17	0
31/08/17	£913	£888	£25	£0	£1,075	£1,004	13.6	17	0
31/08/16	£1,097	£804	£293	£0	£1,050	£980	14.6	13	0
31/08/15	£921	£784	£137	£11	£757	£686	10.5	9	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.4%
Senior Staff Costs/Total Spending: 16%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 15%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 12.9 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3.9

Asset Split ?

Established: 10 years
(128 years as a company)

www.isaschools.org.uk

isa@isaschools.org.uk

01799523619

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Professional associations

How it operates

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

Where it operates

China, Egypt, Ireland, Ivory Coast, Morocco, Nepal, Russia, Throughout England And Wales, United Arab Emirates, United States,

Who it helps

Children/Young People

Who works here?

24 employees

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 Business, Energy and Industrial Strategy - BRF
£31,500	09/09/2019	To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved ....more To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved through holding events and to create literature to distribute to all members and encourage dialigure and promote to businesses the importance of planning for a no deal Brexit held in September and October.
Department for Business, Energy and Industrial Strategy - BRF
£31,500	09/09/2019	To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved ....more To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved through holding events and to create literature to distribute to all members and encourage dialigure and promote to businesses the importance of planning for a no deal Brexit held in September and October.
Department for Business, Energy and Industrial Strategy - BRF
£31,500	09/09/2019	To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved ....more To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved through holding events and to create literature to distribute to all members and encourage dialigure and promote to businesses the importance of planning for a no deal Brexit held in September and October.
Department for Business, Energy and Industrial Strategy - BRF
£31,500	09/09/2019	To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved ....more To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved through holding events and to create literature to distribute to all members and encourage dialigure and promote to businesses the importance of planning for a no deal Brexit held in September and October.
Department for Business, Energy and Industrial Strategy - BRF
£31,500	09/09/2019	To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved ....more To raise awareness and encourage proactive engagement from the companies to ensure they are fully briefed and have taken positive action to be prepared for 31 October 2019. This will be achieved through holding events and to create literature to distribute to all members and encourage dialigure and promote to businesses the importance of planning for a no deal Brexit held in September and October.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (26)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-74

ANDREW SIMON HAMPTON Appointed: 2022, Occupation: Teacher Trainer

ALLAN ROBERT CAIRNS Appointed: 2023, Occupation: School Principal

AMANDA SUSAN CAMPBELL Appointed: 2022, Occupation: Head Teacher

ANDREW JAMES HAMMOND Appointed: 2023, Occupation: Head Teacher

CHRISTOPHER JAMES HAMMOND Appointed: 2022, Occupation: Head Teacher

CLAIRE ROSANNA OSBORN Appointed: 2022, Occupation: Education Principal

DAVID STEPHEN PRESTON Appointed: 2018, Occupation: Headteacher

GERALDINE ALICE MAIDMENT Appointed: 2022, Occupation: Head Teacher

KEVIN JOHN SAMSON Appointed: 2023, Occupation: School Principal

LAWRENCE COLLINS Appointed: 2021, Occupation: Education

MATTHEW BURKE Appointed: 2021, Occupation: Headteacher

NATASHA LOUIE KEFFORD DANGERFIELD Appointed: 2020, Occupation: Headmistress

OLIVER DICKON ROBERT SCOTT Appointed: 2022, Occupation: Head Teacher

SUSAN ISABEL KNOX Appointed: 2021, Occupation: Headteacher

DIONNE SEAGROVE Appointed: 2017, Occupation: Headteacher

DOMINIC PRICE Appointed: 2020, Occupation: Headmaster, School Proprietor

HELEN CHALMERS Appointed: 2017, Occupation: Headteacher, Other trusteeship: DEAKIN SCHOLARSHIP FUND,

IRFAN HAMID LATIF Appointed: 2022, Occupation: Head Teacher, Other trusteeship: THE ASSOCIATION OF GOVERNING BODIES OF INDEPENDENT SCHOOLS,

JAMES THOMAS WILDING BA FRSA Appointed: 2013, Other trusteeship: DEAKIN SCHOLARSHIP FUND,

JEREMY MARTIN DUKE Appointed: 2019, Occupation: Headmaster

PAULINE MARIE WILSON Appointed: 2017, Occupation: Headteacher, Other trusteeship: NEW HALL SCHOOL TRUST,

PHIL SOUTAR Appointed: 2016, Occupation: Headteacher

RICHARD MICHAEL WALDEN Appointed: 2016, Occupation: Retired Headmaster, Other trusteeship: DEAKIN SCHOLARSHIP FUND,

STEPHEN MCKERNAN Appointed: 2016, Occupation: Headteacher

JONATHAN HETHERINGTON Appointed: 2019, Occupation: Headmaster, Other trusteeships: Helen Arkell Dyslexia Charity, FRIENDS OF MORE HOUSE,

MR JEFF SHAW (Chair) Appointed: 2017, Occupation: Headteacher, Other trusteeship: SCARISBRICK HALL TRUST,

Legal constitution

Charitable company registered in England & Wales on 23/10/2014, number: 1158943
Registered at Companies House on 06/11/1895, number: 00045867

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

8 returns made; all on time

Main office

I S A House
5-7 Great Chesterford Court
Great Chesterford
SAFFRON WALDEN
CB10 1PF

Objectives

Data Sources