Finance Score: 1

Governance Score: 9

Support Score: 0

Poor Liquidity: -1
Good Reserves: +1Accounts filed more than 5 days late: -2 times
Fundraising costs low: +3

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

No supporters identified

Overall GiG Score: 10

WESTVILLE HOUSE SCHOOL

The advancement of education in Ilkley and the Wharfe Valley, by the furtherance of the school known as Westville House School, Ilkley.

Analysis by Giving is Great

Positives:

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
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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	*	£1,034	£1,033	£2	£4	£1,182	£1,148	13.3	33	10
31/08/21		£865	£846	£19	£1	£1,245	£1,210	17.2	29	10
31/08/20		£771	£768	£3	£5	£1,161	£1,126	17.6	28	10
31/08/19		£749	£899	£-150	£6	£1,217	£1,181	15.8	29	0
31/08/18	*	£929	£1,005	£-76	£6	£1,309	£1,272	15.2	27	20
31/08/17		£1,039	£1,026	£12	£8	£1,384	£1,347	15.8	24	0
31/08/16		£1,065	£1,021	£44	£9	£1,372	£1,334	15.7	31	0
31/08/15		£1,054	£1,040	£14	£46	£1,329	£1,290	14.9	33	0
31/08/14		£1,089	£1,005	£84	£8	£1,315	£1,275	15.2	30	0
31/08/13		£1,023	£900	£123	£22	£1,230	£1,199	16	29	0
31/08/12		£955	£875	£80	£25	£1,107	£1,075	14.8	28	0
31/08/11		£990	£958	£31	£23	£1,030	£998	12.5	30	0
31/08/10		£1,094	£980	£113	£36	£999	£967	11.8	33	0
31/08/09		£1,036	£935	£101	£26	£885	£885	11.4	32	0
31/08/08		£973	£890	£83	£17	£785	£785	10.6	32	0
31/08/07		£997	£934	£63	£29	£702	£702	9	32	0
31/08/06		£979	£877	£102	£0	£0	£0	n/a	0	0
31/08/05		£1,051	£856	£195	£0	£0	£0	n/a	0	0
31/08/04		£996	£904	£92	£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%
Highest pay band: Less than £60,000
Liabilities/Assets: 40%
Liabilities/Income: 77%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 13.3 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.4

Asset Split ?

Established: 23 years

www.westvillehouseschool.co.uk

hub@westvillehouseschool.co.uk

01943608053

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Primary schools

How it operates

Provides services

Where it operates

Bradford City,

Who it helps

Children/Young People

Who works here?

33 employees
10 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:

ADAM HOLDSWORTH (Chair) Appointed: 2016

CAROLINE ELIZABETH HURWOOD Appointed: 2021

DANIEL MARK RATHBONE Appointed: 2021, Occupation: Software Engineer

JOANNA MICHELLE PHILLIPS Appointed: 2021

DR KAREN ELLISON Appointed: 2018, Occupation: Medicolegal Consultant

JAMES MUNDELL Appointed: 2018, Occupation: Headmaster

MARK ROBINSON Appointed: 2018, Occupation: Company Director

MR STREWART MCGUFFIE Appointed: 2018, Occupation: Chief Executive

WILLIAM EDDISON, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 22/05/2001, number: 1086711
Registered at Companies House on 05/07/2000, number: 04030247

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR22: 10 days late, AR18: 44 days late,

Main office

Westville House Preparatory School
Carters Lane
Middleton
Ilkley
LS29 0DQ

Objectives

THE ADVANCEMENT OF EDUCATION

Defined Area of Benefit:

NOT DEFINED

Data Sources