Finance Score: 2

Governance Score: 1

Support Score: 2

Excess liquidity: -1
Fundraising costs low: +3

No volunteer policy: -2
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 5

BIRKENHEAD SCHOOL

We are an independent, co-educational school which admits girls and boys from 3 months to 18 years. The School comprises of a Nursery, Pre-Prep, Prep and Senior elements (including 6th Form).

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
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
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income

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	*	£11,554	£11,031	£523	£111	£19,872	£19,703	21.4	165	32
31/08/21		£10,391	£9,676	£715	£68	£18,724	£18,598	23.1	163	50
31/08/20		£9,417	£8,816	£601	£76	£16,619	£28	0	149	25
31/08/19		£9,290	£8,747	£543	£111	£15,690	£15,511	21.3	143	40
31/08/18		£8,583	£8,241	£342	£99	£15,481	£15,242	22.2	149	45
31/08/17		£8,615	£7,912	£704	£54	£14,775	£14,524	22	146	0
31/08/16		£8,262	£7,453	£808	£53	£13,219	£13,054	21	147	0
31/08/15		£7,777	£7,333	£444	£119	£12,514	£12,358	20.2	146	0
31/08/14		£7,535	£7,235	£300	£117	£12,071	£11,935	19.8	146	0
31/08/13		£7,386	£7,235	£151	£117	£11,466	£11,445	19	148	0
31/08/12		£7,245	£7,104	£142	£111	£10,848	£10,829	18.3	146	0
31/08/11		£6,968	£6,756	£212	£195	£11,429	£11,411	20.3	142	0
31/08/10		£6,806	£6,396	£409	£69	£10,905	£10,887	20.4	139	0
31/08/09		£6,285	£6,002	£283	£57	£10,463	£10,446	20.9	136	0
31/08/08		£5,811	£5,647	£164	£69	£10,490	£10,445	22.2	120	0
31/08/07		£5,730	£5,505	£225	£48	£11,210	£11,011	24	128	0
31/08/06		£5,226	£6,619	£-1,393	£0	£0	£0	n/a	0	0
31/08/05	*	£5,066	£5,104	£-38	£0	£0	£0	n/a	0	0
31/08/04		£4,441	£4,646	£-205	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.3%
Fundraising Costs/Total Spending: 1.3%
Senior Staff Costs/Total Spending: 18%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 14%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 21.4 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.1

Asset Split ?

Established: 22 years

www.birkenheadschool.co.uk

enquire@birkenheadschool.co.uk

01516524014

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Wirral,

Who it helps

Children/Young People

Who works here?

165 employees
32 volunteers

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
Department for Work and Pensions - CKDC ENTERPRISE
£17,012	01/04/2021	To support customers aged 18-24 to be ready to take up kickstart vacancies.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees:

MR W D C RUSHWORTH BA

SUSAN JULIE HIGGINSON OBE Appointed: 2023

DR NICOLA JAYNE THORP MRCP, FRCR Appointed: 2023

DAVID POTTINGER Appointed: 2017, Occupation: Chief Executive, Other trusteeship: MONEY FOR MADAGASCAR,

JUDITH GREENSMITH Appointed: 2015, Occupation: Business Executive, Other trusteeship: LIVERPOOL CATHEDRAL COMMITTEE,

MR A J CROSS LLB, Other trusteeship: BIRKENHEAD SCHOOL FOUNDATION TRUST,

MR E N RICE FRICS Appointed: 2011, Other trusteeship: BIRKENHEAD SCHOOL FOUNDATION TRUST,

MR M R CASHIN MA Appointed: 2016, Other trusteeship: BIRKENHEAD SCHOOL FOUNDATION TRUST,

MICHAEL STUART FURNISS Appointed: 2018, Occupation: It Consultant, Other trusteeship: P H HOLT FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 14/08/2002, number: 1093419
Registered at Companies House on 23/07/2002, number: 04492250

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; AR22: 14 days late, AR05: 137 days late,

Main office

58 BERESFORD ROAD
OXTON
WIRRAL
CH43 2JD

Objectives

A) THE ACQUISITION OF THE PROPERTY AND ASSETS OF THE BIRKENHEAD SCHOOL LIMITED, THE TRUST KNOWN AS THE MCALLESTER TRUST (CONSTITUTED BY TRUST DEED DATED 18 NOVEMBER 1952) AND THE TRUST KNOWN AS THE JUBILEE TRUST (CONSTITUTED BY TRUST DEED DATED 30 MARCH 1911) AND THE CARRYING ON, AS SUCCESSORS TO THE SAID COMPANY AND TRUSTS OF THEIR CHARITABLE OBJECTS AND THE ADOPTION AND DISCHARGE OF THEIR LIABILITIES AND ENGAGEMENTS.B) TO FURTHER THE EDUCATION (ACADEMIC, SOCIAL, MORAL AND PHYSICAL) OF PUPILS ATTENDING THE BIRKENHEAD SCHOOL (INCLUDING THE BIRKENHEAD PREPARATORY SCHOOL) IN ACCORDANCE WITH CHRISTIAN PRINCIPLES.

Defined Area of Benefit:

NOT DEFINED

Data Sources