Finance Score: 3

Governance Score: 2

Support Score: 3

Fundraising costs low: +3

No conflicts policy: -1
Dynamic board: +3

Grant maker support: +3

Overall GiG Score: 8

STEP BY STEP SCHOOL LIMITED

Step by Step School is registered as an independent special day school for pupils with autism, over the age range 4-19

Analysis by Giving is Great

Positives:

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 unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
Over half the Board have joined recently

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
31/08/22		£2,333	£2,139	£194	£3	£1,995	£1,807	10.1	69
31/08/21		£2,354	£2,026	£328	£1	£1,802	£1,593	9.4	71
31/08/20		£2,157	£1,959	£198	£22	£1,473	£1,373	8.4	67
31/08/19		£1,903	£1,811	£92	£2	£1,276	£1,194	7.9	54
31/08/18		£1,775	£1,774	£1	£1	£1,184	£1,141	7.7	54
31/08/17		£1,852	£1,756	£96	£1	£1,182	£1,128	7.7	53
31/08/16		£1,750	£1,637	£113	£1	£1,087	£1,032	7.6	50
31/08/15		£1,621	£1,495	£125	£18	£974	£889	7.1	48
31/08/14		£1,455	£1,286	£169	£26	£849	£734	6.9	41
31/08/13		£1,290	£1,151	£139	£11	£679	£574	6	38
31/08/12		£1,308	£1,129	£179	£10	£540	£401	4.3	37
31/08/11		£857	£799	£58	£7	£361	£314	4.7	31
31/08/10	*	£773	£734	£40	£6	£304	£274	4.5	29
31/08/09	*	£788	£698	£90	£3	£264	£248	4.3	25
31/08/08?		£447	£416	£31	£0	£0	£0	n/a	0
31/12/07		£529	£524	£5	£0	£0	£0	n/a	0
31/12/06	*	£324	£325	£0	£0	£0	£0	n/a	0
31/12/05		£243	£274	£-31	£0	£0	£0	n/a	0
31/12/04		£161	£174	£-13	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 13%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 10.1 months
Net Current Assets/Spending: 4 months
Quick Ratio: 8.5

Asset Split ?

Established: 22 years

www.stepbystepschool.org.uk

info@stepbystepschool.org.uk

01342811852

Charity Commission for England and Wales

Listed activities

Disability
Education/Training

GiG Classification

Other education services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Bexley, Bromley, Croydon, East Sussex, Kent, Surrey, Sutton, West Sussex,

Who it helps

Children/Young People
People With Disabilities

Who works here?

69 employees

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to Step by Step School
£50,000	11/06/2020	Barn conversion to create new teaching facility

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 50-72

BRONWYN GAN Appointed: 2020, Occupation: Project Manager

ALICE LILY Appointed: 2022, Occupation: N/A

HELEN A A SCOTT Appointed: 2022, Occupation: N/A

MATTHEW BROWN Appointed: 2024, Occupation: Retired

NICOLA SMART Appointed: 2021, Occupation: N/A

ATHENE BURDGE (Chair) Appointed: 2017, Occupation: Behaviour And Learning Specialist

DR CATHERINE ELIZABETH JAMES Appointed: 2017, Occupation: None

MARTIN COLYER Appointed: 2023, Occupation: Retired, Other trusteeship: HORDER HEALTHCARE,

TINA LAMBERT Appointed: 2023, Occupation: Preschool Advisor, Other trusteeship: HONEYBEES PRESCHOOL,

Legal constitution

Charitable company registered in England & Wales on 21/03/2002, number: 1091258
Registered at Companies House on 16/10/2001, number: 04305048

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR10: 9 days late, AR09: 25 days late, AR06: 344 days late,

Main office

GRINSTEAD LANE
SHARPTHORNE
EAST SUSSEX
RH19 4HP

Objectives

THE OBJECTS (THE OBJECTS) FOR WHICH THE CHARITY IS ESTABLISHED ARE TO:A. PROMOTE, MAINTAIN, IMPROVE AND ADVANCE THE EDUCATION AND HEALTH OF CHILDREN DIAGNOSED WITH AUTISM AND/OR OTHER AUTISTIC AND COMMUNICATION DISORDERS (AUTISM) IN EAST SUSSEX AND SURROUNDING DISTRICTS, BY PROVIDING A SCHOOL, TRAINING FACILITIES AND TRAINING MATERIALS;B. PROVIDE HELP AND GUIDANCE TO FAMILIES AND CARERS OF CHILDREN DIAGNOSED WITH AUTISM AND TO PROVIDE FACILITIES TO ENABLE FAMILIES AND CARERS TO MEET AND ACHIEVE A BETTER UNDERSTANDING OF THEIR AND THEIR CHILDRENS' PROBLEMS; ANDC. PROMOTE A GREATER KNOWLEDGE AND UNDERSTANDING OF AUTISM PEOPLE AMONGST THE PUBLIC AND AMONGST THOSE CONCERNED IN THEIR EDUCATION AND CASE MANAGEMENT, INTER ALIA, BY THE PROVISION OF INFORMATION AND PUBLICITY, LECTURES, COURSES AND CONFERENCES.

Defined Area of Benefit:

EAST SUSSEX

Data Sources