Finance Score: 6

Governance Score: 6

Support Score: 3

Good reserves management: +3
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3

Gov Income
Overall weighted support: +3

Overall GiG Score: 15

YORK STEINER SCHOOL LIMITED

The main objective of the charity is to provide education based on the principles of Waldorf Education.The charity runs the York Steiner School for pupils aged 3 - 16 yrs old. It also runs Parent & Child groups and offers adult education.

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
Reserves management has been consistently within official guidelines
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 low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

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
31/08/23		£1,153	£1,189	£-36	£49	£413	£400	4	58	30
31/08/22		£1,017	£964	£53	£47	£449	£417	5.2	53	47
31/08/21		£867	£1,002	£-135	£39	£395	£383	4.6	60	40
31/08/20	*	£892	£870	£22	£0	£530	£518	7.1	65	33
31/08/19		£931	£914	£17	£51	£539	£527	6.9	68	300
31/08/18		£894	£888	£6	£74	£521	£509	6.9	60	0
31/08/17		£885	£857	£28	£60	£515	£502	7	55	0
31/08/16		£759	£763	£-4	£38	£487	£475	7.5	54	0
31/08/15		£753	£757	£-4	£117	£491	£478	7.6	26	0
31/08/14		£757	£764	£-7	£123	£495	£472	7.4	28	0
31/08/13		£731	£728	£3	£109	£503	£481	7.9	28	0
31/08/12		£770	£769	£0	£130	£500	£478	7.5	28	0
31/08/11		£773	£758	£15	£142	£500	£479	7.6	28	0
31/08/10		£748	£734	£14	£146	£484	£466	7.6	29	0
31/08/09		£701	£701	£0	£131	£470	£455	7.8	28	0
31/08/08		£700	£634	£66	£135	£470	£449	8.5	23	0
31/08/07		£651	£599	£52	£109	£404	£389	7.8	25	0
31/08/06		£533	£525	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05		£552	£490	£63	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£424	£452	£-28	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 5.8%
Fundraising Costs/Total Spending: 4.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 34%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 4 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.5

Asset Split ?

Balance Sheet History

Established: 43 years

yorksteinerschool.org

finance@yorksteinerschool.org

01904654983

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Primary schools

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

City Of York, North Yorkshire,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-61

ADAM DUXBURY Appointed: 2024, Occupation: Product Manager

ALISON ELIZABETH LONGRIDGE Appointed: 2021, Occupation: Acupuncturist

BRENDAN O'BRIEN Appointed: 2021, Occupation: Company Director

JONATHAN HASTE Appointed: 2021, Occupation: Graphic Designer

LIAM CLEGG Appointed: 2023, Occupation: Lecturer

LYNDON JAMES NICHOLSON Appointed: 2020, Occupation: Company Director

SIMONE DOCTORS Appointed: 2022, Occupation: Education Consultant

Legal constitution

Charitable company registered in England & Wales on 04/11/1981, number: 511974
Registered at Companies House on 14/10/1981, number: 01591107

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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; AR20: 20 days late,

Main office

York Steiner School Ltd
Fulford Cross
York
North Yorkshire
YO10 4PB

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN ACCORDANCE WITH THE EDUCATIONAL PRINCIPLES OF THE LATE DR RUDOLF STEINER AND SUCH OTHER PRINCIPLES AS THE COUNCIL OF THE ASSOCIATION SHALL FROM TIME TO TIME DETERMINE BUT BY REFERENCE IN ANY EVENT TO THE NATURAL PROCESSES OF GROWTH AS THEY BEAR UPON THE UNIQUE INDIVIDUALITY SPECIAL TALENTS AND NEEDS OF EACH PERSON.

Defined Area of Benefit:

NOT DEFINED