Finance Score: -4

Governance Score: 6

Support Score: 7

Low unrestricted reserves: -2
Multiple Deficits: -2

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

Overall weighted support: +7

Overall GiG Score: 9

CHALLENGE PARTNERS

Challenge Partners is an England-wide school improvement partnership. We foster collaboration and challenge between schools and school trusts through programmes, networks and knowledge sharing activities which drive upwards convergence across the education system.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/08/23	£2,963	£2,951	£12	£0	£429	£429	1.7	24
31/08/22	£2,643	£2,495	£148	£0	£417	£417	2	24
31/08/21	£2,117	£2,164	£-47	£0	£269	£263	1.5	24
31/08/20	£2,699	£2,813	£-114	£0	£316	£310	1.3	23
31/08/19	£2,489	£2,639	£-150	£0	£430	£388	1.8	20
31/08/18	£2,681	£2,475	£206	£0	£1,010	£954	4.6	16
31/08/17	£2,696	£2,619	£77	£0	£804	£740	3.4	17
31/08/16	£1,970	£1,903	£67	£0	£581	£581	3.7	15
31/08/15	£2,147	£2,058	£89	£6	£609	£609	3.6	11
31/08/14	£2,152	£2,057	£95	£6	£520	£400	2.3	8
31/08/13	£2,366	£1,941	£425	£6	£425	£419	2.6	5

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 15%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 76%
Liabilities/Income: 46%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 1.7 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.3

Asset Split ?

Balance Sheet History

Established: 12 years

www.challengepartners.org

finance@challengepartners.org

020 7803 4970

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Academic support

How it operates

Acts as an umbrella or resource body
Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People
Other Defined Groups

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

Dulverton Trust	£45,030
David & Elaine Potter Foundation	£36,658
Garfield Weston Foundation	£30,000

Specific Donations

Amount	When Months	To be used for
David & Elaine Potter Foundation - Enabling school collaboration through digital transformation
£36,658	28/04/2022	To develop a proof of concept§ of a new digital tool where schools can liaise, share resources, use webinars and find expertise, fostering national and local connections. The digital platform will create a knowledge exchange hub, which means ....more To develop a proof of concept§ of a new digital tool where schools can liaise, share resources, use webinars and find expertise, fostering national and local connections. The digital platform will create a knowledge exchange hub, which means practitioner-led expertise can be captured and disseminated, providing open access learning for a network of schools to trial, create, connect and share.
Garfield Weston Foundation - Main Grants award
£30,000	23/04/2021	Proposal to support core costs: reducing educational inequality by enabling collaboration between schools
Dulverton Trust - Digital knowledge exchange
£45,030	21/10/2020	Digital knowledge exchange
Greater London Authority - Grant to Challenge Partners
£148,000	07/05/2018	Continuation of the successful Getting Ahead London programme for 2018/19
Greater London Authority - Grant to Challenge Partners
£148,000	10/05/2017	Continuation of the successful Getting Ahead London programme

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

Age Range of Trustees: 33-72

ALISON LINDA BEANE Appointed: 2020, Occupation: Retired

ARWEL JONES Appointed: 2016, Occupation: Headteacher

CHRISTOPHER DAVISON Appointed: 2015, Occupation: Investor Relations And Communications

CANDICE ELIZABETH LOTT Appointed: 2022, Occupation: Owner And Founder

DR KATE CHHATWAL Appointed: 2018, Occupation: Chief Executive

GARY JOHN LEWIS Appointed: 2022, Occupation: School Leader

JANINE HARION Appointed: 2021, Occupation: Asset Manager

LOUISE WOLSEY Appointed: 2021, Occupation: Group Chief Transformation Officer

LUCINDA ELEANOR INGRAM Appointed: 2022, Occupation: Solicitor

PAVANDEEP BANSAL Appointed: 2022, Occupation: Microsoft Architect

SUSANNA JANE EASTHAM Appointed: 2020, Occupation: Knowledge Management Director

Legal constitution

Charitable company registered in England & Wales on 09/10/2012, number: 1149266
Registered at Companies House on 27/04/2012, number: 08048330

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

11 returns made; all on time

Main office

Resource For London
356 Holloway Road
LONDON
N7 6PA

Objectives

THE OBJECTS OF THE CHARITY ARE THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY) BY PROMOTING AND SUPPORTING THE IMPROVEMENT OF SCHOOLS REGIONALLY, NATIONALLY OR INTERNATIONALLY.

Data Sources

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