Finance Score: 0

Governance Score: 5

Support Score: 3

Pension deficit: -1
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Mainly female board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 8

THE MOUNT SCHOOL (YORK)

The Mount School York provides education in York for girls aged 3 to 18.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

There is a pension deficit of £267,150
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
29/08/22		£3,887	£4,063	£-177	£114	£2,277	£2,039	6	61
29/08/21	*	£4,058	£3,745	£313	£75	£2,432	£2,195	7	104
29/08/20		£5,446	£3,759	£1,687	£69	£2,089	£1,924	6.1	111
29/08/19		£3,712	£3,833	£-120	£60	£453	£289	0.9	120
29/08/18		£3,517	£4,242	£-725	£56	£462	£299	0.8	128
29/08/17		£4,405	£4,667	£-262	£70	£1,301	£939	2.4	127
31/08/16	*	£4,861	£4,831	£31	£55	£1,662	£1,287	3.2	129
31/08/15	*	£4,756	£5,189	£-433	£92	£2,279	£1,893	4.4	107
31/08/14	*	£5,660	£5,080	£580	£122	£2,715	£2,326	5.5	94
31/08/13	*	£4,459	£4,934	£-475	£18	£2,129	£1,742	4.2	101
31/08/12		£4,171	£4,856	£-685	£19	£2,604	£2,214	5.5	95
31/08/11	*	£4,807	£5,042	£-235	£46	£3,272	£2,881	6.9	96
31/08/10		£4,554	£4,841	£-287	£18	£3,507	£3,128	7.8	104
31/08/09		£4,631	£4,546	£85	£11	£3,740	£3,140	8.3	106
31/08/08		£4,502	£4,794	£-292	£4,794	£3,670	£3,053	7.6	104
31/08/07		£4,631	£4,871	£-240	£14	£4,001	£3,370	8.3	114
31/08/06		£4,944	£4,807	£137	£0	£0	£0	n/a	0
31/08/05		£4,545	£4,590	£-45	£0	£0	£0	n/a	0
31/08/04		£5,012	£4,222	£790	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 3.9%
Fundraising Costs/Total Spending: 2.8%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 38%
Liabilities/Income: 40%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 6 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.8

Asset Split ?

Established: 41 years

www.mountschoolyork.co.uk

office@mountschoolyork.co.uk

01904667500

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

City Of York,

Who it helps

Children/Young People

Who works here?

61 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 28-70

GREG WILLMOTT Appointed: 2012, Occupation: Consultant

GILLIAN MARY ENEVOLDSEN Appointed: 2022, Occupation: Retired

HOLLY GARDINER Appointed: 2022, Occupation: Solicitor

KATHY CLARK Appointed: 2022

SALLY MOUNSEY Appointed: 2022, Occupation: Retired

SHOANA MACKAY Appointed: 2016, Occupation: Deputy Head

JOAN CONCANNON Appointed: 2017, Occupation: Director Of External Relations

JULIAN PATTISON Appointed: 2018, Occupation: Retired

URSULA FULLER Appointed: 2019, Other trusteeship: THE VIOLA DA GAMBA SOCIETY,

MARGARET BRYAN (Chair) Appointed: 2017, Occupation: Retired, Other trusteeship: THE MOUNT SCHOOL YORK FOUNDATION,

PROF NICOLA SPENCE Appointed: 2017, Occupation: Civil Servant, Other trusteeships: THE ROYAL HORTICULTURAL SOCIETY, THE ASSOCIATION OF APPLIED BIOLOGISTS,

Legal constitution

Charitable company registered in England & Wales on 26/10/1983, number: 513646
Registered at Companies House on 13/12/1982, number: 01686186

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR21: 1 days late, AR16: 107 days late, AR15: 6 days late, AR14: 8 days late, AR13: 118 days late, AR11: 129 days late,

Main office

Dalton Terrace
York
YO24 4DD

Objectives

TO CARRY ON SUCH SCHOOL IN ACCORDANCE WITH THE PRINCIPLES OF THE RELIGIOUS SOCIETY OF FRIENDS FOR THE EDUCATION OF CHILDREN OF MEMBERS OF THE SOCIETY OF FRIENDS AND OTHERS.

Defined Area of Benefit:

NOT DEFINED

Data Sources