Finance Score: 6

Governance Score: 9

Support Score: 3

Liabilities <10%: +3
Poor Liquidity: -1
Good Reserves: +1Fundraising costs low: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 18

MOORFIELD SCHOOL LTD

Moorfield School Limited is an Independent School for the education of children up to the age of eleven

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
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

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

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		£976	£989	£-13	£0	£1,295	£1,294	15.7	40	3
31/08/21		£926	£966	£-40	£0	£1,382	£1,382	17.2	38	0
31/08/20		£948	£974	£-26	£0	£1,363	£1,362	16.8	38	0
31/08/19		£1,040	£1,014	£26	£0	£1,350	£1,350	16	37	0
31/08/18		£938	£932	£6	£0	£1,321	£1,321	17	34	0
31/08/17		£892	£917	£-25	£0	£1,293	£1,293	16.9	28	0
31/08/16		£900	£861	£39	£0	£1,285	£1,285	17.9	27	0
31/08/15		£857	£772	£85	£5	£1,210	£1,210	18.8	28	0
31/08/14		£801	£741	£59	£5	£1,124	£1,124	18.2	30	0
31/08/13		£757	£689	£68	£5	£1,064	£1,064	18.5	29	0
31/08/12		£662	£665	£-2	£4	£996	£996	18	30	0
31/08/11		£629	£666	£-37	£4	£999	£999	18	32	0
31/08/10		£720	£733	£-12	£4	£1,036	£1,036	17	32	0
31/08/09		£762	£767	£-5	£3	£1,033	£1,033	16.2	32	0
31/08/08		£794	£758	£36	£3	£1,022	£1,022	16.2	32	0
31/08/07	*	£764	£728	£37	£2	£986	£986	16.3	32	0
31/08/06		£735	£698	£37	£0	£0	£0	n/a	0	0
31/08/05		£780	£660	£120	£0	£0	£0	n/a	0	0
31/08/04		£730	£652	£78	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.4%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 9%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 15.7 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.3

Asset Split ?

Established: 57 years

www.moorfieldschool.co.uk

enquiries@moorfieldschool.co.uk

01943 607285

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
Provides services

Where it operates

Bradford City,

Who it helps

Children/Young People

Who works here?

40 employees
3 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: 43-63

ALICIA COAD Appointed: 2021, Occupation: Company Director

BEN LAMB Appointed: 2023, Occupation: Solicitor

BEN SNOW Appointed: 2023, Occupation: Financial Consultant

MELVYN HARTLEY Appointed: 2021, Occupation: Retired

REBECCA CLARKE Appointed: 2022

RICHARD WALLACE (Chair) Appointed: 2021, Occupation: Company Director

WILL NEWMAN Appointed: 2021, Occupation: Head Teacher

CATHIE BUTCHER Appointed: 2018, Occupation: Marketing Manager

SIMON HINCHLIFFE Appointed: 2018, Occupation: Headmaster

Legal constitution

Charitable company registered in England & Wales on 30/01/1967, number: 529112
Registered at Companies House on 06/04/1965, number: 00844804

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; AR07: 133 days late,

Main office

Wharfedale Lodge
11 Ben Rhydding Road, Ben Rhydding
Ilkley
West Yorkshire
BD17 6TH

Objectives

THE FURTHERANCE OF EDUCATION BY CARRYING ON AS A GOING CONCERN OF A SCHOOL AT ILKLEY, YORKSHIRE, KNOWN AS MOORFIELD SCHOOL.

Defined Area of Benefit:

NOT DEFINED

Data Sources