Finance Score: -1

Governance Score: 5

Support Score: 3

Excess liquidity: -1

No conflicts policy: -1
Good trustee age range: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 7

WEST LODGE SCHOOL LIMITED

To provide non-selective education in Sidcup for girls and boys from the age of three up to eleven

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

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		£1,745	£1,731	£13	£0	£2,427	£2,426	16.8	44	15
31/08/21		£1,589	£1,522	£67	£0	£2,413	£2,412	19	45	20
31/08/20		£1,505	£1,522	£-17	£0	£2,346	£2,344	18.5	45	28
31/08/19		£1,557	£1,490	£67	£0	£2,363	£2,360	19	43	44
31/08/18		£1,537	£1,489	£47	£0	£2,296	£2,293	18.5	42	40
31/08/17		£1,488	£1,464	£24	£0	£2,249	£2,244	18.4	30	0
31/08/16		£1,448	£1,368	£80	£0	£2,152	£1,985	17.4	44	0
31/08/15		£1,418	£1,314	£104	£60	£2,072	£1,901	17.4	29	0
31/08/14		£1,406	£1,228	£178	£70	£1,968	£1,796	17.5	29	0
31/08/13		£1,346	£1,220	£126	£55	£1,790	£1,624	16	46	0
31/08/12		£1,319	£1,151	£168	£44	£1,664	£1,497	15.6	39	0
31/08/11		£1,273	£1,086	£188	£34	£1,496	£1,327	14.7	37	0
31/08/10		£1,233	£1,066	£167	£38	£1,308	£1,138	12.8	39	0
31/08/09		£1,151	£1,050	£101	£41	£1,141	£969	11.1	33	0
31/08/08		£1,071	£1,049	£22	£66	£1,040	£866	9.9	33	0
31/08/07	*	£971	£877	£94	£26	£1,018	£842	11.5	29	0
31/08/06		£896	£834	£62	£0	£0	£0	n/a	0	0
31/08/05		£834	£736	£99	£0	£0	£0	n/a	0	0
31/08/04		£796	£718	£78	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 20%
Liabilities/Income: 36%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 16.8 months
Net Current Assets/Spending: 6 months
Quick Ratio: 2.8

Asset Split ?

Established: 42 years

www.westlodge.org.uk

info@westlodge.org.uk

02083002489

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Bexley,

Who it helps

Children/Young People

Who works here?

44 employees
15 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-79

DINAH GATELY Appointed: 2024, Occupation: Governor

MARK JONES Appointed: 2024, Occupation: Governor

NICOLETTE ANGELA GASKIN A.L.C.M. Appointed: 2013

CHRISTINE HEAD-RAPSON (Chair), Occupation: Teacher

GERALD FRANCIS STANDING, Occupation: Chartered Structural Engineer

GILLIAN FRANCES MURRAY Appointed: 2012, Occupation: Retired Bursar

MARGOT FRANCES ROHAN, Occupation: Product Group Manager

JANE DAVIES Appointed: 2015, Occupation: Retired, Other trusteeship: Forest School, London,

MR CHRIS HEAYBERD Appointed: 2013, Occupation: Chartered Accountant, Other trusteeship: ALLEYN BENEVOLENT FUND,

Legal constitution

Charitable company registered in England & Wales on 18/12/1981, number: 283627
Registered at Companies House on 08/10/1981, number: 01590162

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR07: 21 days late,

Main office

36 STATION ROAD
SIDCUP
KENT
DA15 7DU

Objectives

(1) THE ADVANCEMENT OF EDUCATION (2) TO TAKE OVER AS A GOING CONCERN WEST LODGE PREPARATORY SCHOOL LIMITED.

Defined Area of Benefit:

NOT DEFINED

Data Sources