Finance Score: 1
Governance Score: 8
Support Score: 7
  • Poor Liquidity: -1
  • Pension deficit: -1
  • Strong growth: +2
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +7
Overall GiG Score: 16 ?

YHA (ENGLAND AND WALES)

'TO HELP ALL, ESPECIALLY YOUNG PEOPLE OF LIMITED MEANS, TO A GREATER KNOWLEDGE, LOVE AND CARE OF THE COUNTRYSIDE, AND APPRECIATION OF THE CULTUAL VALUES OF TOWNS AND CITIES, PARTICULARLY BY PROVIDING YOUTH HOSTELS OR OTHER ACCOMMODATION FOR THEM IN THEIR TRAVELS, AND THUS TO PROMOTE THEIR HEALTH, RECREATION AND EDUCATION.'
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • There has been strong growth in spending over the last 5 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:

  • Why are there 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
  • There is a pension deficit of £3,824,000
  • 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
29/02/24£61,186£64,224£-3,037£412£12,282£7,3231.41,1641,193
28/02/23£56,908£59,480£-2,572£353£16,808£11,6612.41,088875
28/02/22£35,561£44,897£-9,336£405£19,814£14,4173.9825582
28/02/21£26,263£40,625£-14,362£301£26,171£20,7826.1977911
29/02/20?£55,873£57,156£-1,283£384£41,142£36,1337.61,2722,290
28/02/18£52,967£51,798£1,169£277£42,520£38,2048.91,2120
28/02/17£50,316£51,619£-1,303£144£39,154£34,7758.11,2230
28/02/16£51,477£49,198£2,279£153£43,495£39,2799.61,1860
28/02/15£48,018£46,682£1,336£4,278£42,905£38,786108840
28/02/14£45,233£43,864£1,369£4,020£45,055£41,56311.48460
28/02/13£44,094£42,913£1,181£4,168£44,252£41,22411.58480
28/02/12£45,436£43,408£2,028£2,005£42,993£39,917119830
28/02/11£52,166£51,175£991£1,803£43,058£39,7709.39120
28/02/10£50,914£49,917£997£2,213£40,750£34,6368.37830
28/02/09£49,543£48,897£646£2,260£42,054£35,1718.68540
29/02/08£46,287£43,954£2,333£1,729£43,954£34,3069.41,0370
28/02/07£59,341£46,738£12,603£1,223£37,183£28,3047.31,1630
28/02/06£45,447£41,509£3,938n/an/an/an/an/an/a
28/02/05£35,623£36,566£-943n/an/an/an/an/an/a
29/02/04*£35,840£35,021£819n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.6%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 81%
Liabilities/Income: 114%
Unrestricted Funds/Total Funds: 60%
Reserves/Spending: 1.4 months
Net Current Assets/Spending: -10 months
Quick Ratio: 0.1
Asset Split ?
Balance Sheet History
Established: 61 years
(91 years as a company)

www.yha.org.uk

customerservices@yha.org.uk

01629592751

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Amateur Sport
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
GiG Classification
  • Community food services
How it operates
  • Makes grants to organisations
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Throughout England And Wales,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
DCMS£1,614,700
Sport England£497,261
National Lottery Heritage Fund£50,000
City Bridge Trust£45,000
Specific Donations
Amount When
Months
To be used for
Sport England - Together Fund - Phase 4
£51,279 16/01/2024
11
The Together Fund aims to help reduce the negative impact of COVID-19 and the widening of the inequalities in sport and physical activity. Target audiences are: Lower Socio-Economic Groups, Culturally Diverse Communities, Disabled People and People ....more
Sport England - Together Fund - Phase 4
£21,000 18/12/2023
16
The Together Fund aims to help reduce the negative impact of COVID-19 and the widening of the inequalities in sport and physical activity. Target audiences are: Lower Socio-Economic Groups, Culturally Diverse Communities, Disabled People and People ....more
Sport England - Together Fund - Phase 4
£75,000 06/07/2023
The Together Fund aims to help reduce the negative impact of COVID-19 and the widening of the inequalities in sport and physical activity. Target audiences are: Lower Socio-Economic Groups, Culturally Diverse Communities, Disabled People and People ....more
Sport England - Together Fund - Phase 4
£54,850 10/01/2023
The Together Fund is aimed at helping groups that have been disproportionately affected by the pandemic to mitigate the significant impact on their ability to be physically active. The project will support people in the four priority groups across ....more
Sport England - Together Fund - Phase 4
£20,000 19/12/2022
The Together Fund is aimed at helping groups that have been disproportionately affected by the pandemic to mitigate the significant impact on their ability to be physically active. The project will support people in the four priority groups across ....more
DCMS - ALB-Sport England-Together Fund - Phase 4
£20,000 19/12/2022
The focus of this programme of work is to help reduce the negative impact of COVID-19 and the widening of the inequalities in sport and physical activity. Target audiences are: Lower Socio-Economic Groups, Culturally Diverse Communities, Disabled ....more
Sport England - Together Fund - Phase 4
£155,179 01/09/2022
The Together Fund is aimed at helping groups that have been disproportionately affected by the pandemic to mitigate the significant impact on their ability to be physically active. The project aims to build the capacity of grassroots community ....more
Trafford Housing Trust Social Investment - Family Breaks
£9,900 25/06/2021
provide family breaks to 60 people (approximately 15 families) in challenging personal and/or financial circumstances from Trafford and the surrounding areas.
DCMS - CRF21: YHA (England and Wales)
£478,000 19/03/2021
Culture Recovery Fund for Heritage 2020-21
DCMS - GRCF2020: Generation Green a new/aspirant workforce for the green recovery
£250,000 25/11/2020
Green Recovery Challenge Fund 2020-21. The wider aim of the scheme is: The Green Recovery Challenge Fund is a short-term competitive fund to kick-start environmental renewal whilst creating and retaining a range of jobs. It is open to environmental ....more
DCMS - CRF20: YHA (England and Wales)
£866,700 14/10/2020
Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to YHA (England & Wales)
£50,000 19/08/2020
COVID19: YHA (England & Wales)
City Bridge Trust - Grant to YHA (England & Wales)
£45,000 19/05/2020
A grant of £45,000 to fund the essential and urgent costs outlined in the appliciation, so that the organisation can carry on providing support to Londoners.
Sport England - Workforce diversity funding 2019-21
£119,953 10/02/2020
34
Funding under Sport England's Workforce Diversity Fund funding programme for a Revenue project titled Workforce diversity funding 2019-21. This project is a Multi Sports project, with a focus on beneficiaries from a BAME background.
Trafford Housing Trust Social Investment - YHA Breaks
£10,000 11/08/2018
The project will provide 125 children and their families from Trafford with the opportunity to take a 2 day YHA break. Breaks will be available to children in local Schools who cannot afford a school residential and are eligible for pupil premium. ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

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

Age Range of Trustees: 24-70
  • ANNA LOUISE WELSH Appointed: 2021, Occupation: Social Worker
  • CATHRYN ALICE HAYHURST Appointed: 2017, Occupation: Accountant
  • CLARE ELIZABETH HELEN FORDHAM Appointed: 2020, Occupation: News Editor
  • CALEB WILLIAM MARK STEVENS Appointed: 2020, Occupation: Head Of Year At A Secondary School
  • CLARE LOISE PARSONS Appointed: 2023, Occupation: Lead Specialist Advisor Natural Resources Wales
  • DARREN RICHARD BARKER Appointed: 2021, Occupation: Ceo / Consultant
  • DR REJ BHUMBRA Appointed: 2024, Occupation: Consultant Orthopaedic Surgeon
  • GRAHAM TURNOCK Appointed: 2015, Occupation: Director Of Finance
  • JAMES REDFEARN Appointed: 2024, Occupation: Operations Manager
  • MARGARET HELEN HART (Chair) Appointed: 2016, Occupation: Director
  • PAULA NEWTON Appointed: 2023, Occupation: Digital Media Officer
  • ROBERT ANDREW VARLEY Appointed: 2019, Occupation: Consultant
  • SARAH LUSTY Appointed: 2022, Occupation: Civil Servant
  • SIMON GARETH REEVE Appointed: 2018, Occupation: Director
Legal constitution
  • Charitable company registered in England & Wales on 13/08/1963, number: 306122
  • Registered at Companies House on 12/12/1933, number: 00282555
Gift Aid
  • 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
  • Internal risk management policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR04: 22 days late,
Main office

YHA (England and Wales)
Trevelyan House
MATLOCK
DE4 3YH

Objectives

A) TO HELP ALL, ESPECIALLY YOUNG PEOPLE OF LIMITED MEANS, TO A GREATER KNOWLEDGE, LOVE AND CARE OF THE COUNTRYSIDE, AND APPRECIATION OF THE CULTURAL VALUES OF TOWNS AND CITIES, PARTICULARLY BY PROVIDING YOUTH HOSTELS OR OTHER ACCOMMODATION FOR THEM IN THEIR TRAVELS, AND THUS TO PROMOTE THEIR HEALTH, RECREATION AND EDUCATION;B) SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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