Finance Score: 1

Governance Score: -2

Support Score: 0

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

No conflicts policy: -1
Only 3 Trustees: -2
Narrow trustee age band: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

BEECH LODGE SCHOOL LIMITED

The organisation is a special school in Berkshire for children between 7 and 18 years of age. The organisation aims to reach out to those children whose needs may not be fulfilled in a mainstream setting and provides facilities and services to staff, parents and pupils in order to facilitate the provision of excellent education. Expertise in social & emotional difficulties caused by early trauma.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 3 trustees
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
Accounts have been filed late on 3 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
31/08/22		£2,974	£2,776	£197	£6	£438	£438	1.9	52
31/08/21	*	£2,331	£2,204	£127	£10	£341	£341	1.9	46
31/08/20	*	£1,980	£1,812	£169	£18	£217	£217	1.4	39
31/08/19?	*	£807	£927	£-120	£0	£48	£48	0.6	29
31/12/18		£1,239	£1,135	£104	£0	£80	£80	0.9	23
31/12/17		£752	£796	£-44	£0	£48	£48	0.7	18
31/12/16		£594	£598	£-3	£0	£92	£92	1.8	15
31/12/15		£493	£409	£84	£0	£0	£0	n/a	0
31/12/14		£241	£251	£-9	£0	£0	£0	n/a	0
31/12/13		£215	£194	£20	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 76%
Liabilities/Income: 46%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 1.9 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.3

Asset Split ?

Established: 11 years

www.beechlodgeschool.co.uk

info@beechlodgeschool.co.uk

01242246452

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Academic support

How it operates

Provides services

Where it operates

Bracknell Forest, Buckinghamshire, Oxfordshire, Reading, Slough, Surrey, Windsor And Maidenhead, Wokingham,

Who it helps

Children/Young People

Who works here?

52 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-59

STEVEN ADAM SZMIGIELSKI Appointed: 2022, Occupation: Company Director

DANIELA SZMIGIELSKA SHANLY Appointed: 2012, Occupation: Director

LUCY BARNES Appointed: 2017, Occupation: Headteacher

Legal constitution

Charitable company registered in England & Wales on 21/03/2013, number: 1151323
Registered at Companies House on 03/08/2012, number: 08168311

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

10 returns made; AR21: 166 days late, AR20: 211 days late, AR19: 85 days late,

Main office

Beech Lodge School
Stubbings Lane
MAIDENHEAD
Berkshire
SL6 6QL

Objectives

TO ADVANCE THE EDUCATION OF THE PUPILS AT BEECH LODGE SCHOOL BY PROVIDING AND ASSISTING IN THE PROVISION OF SPECIALISED SCHOOLING AND EDUCATION SERVICES FOR CHILDREN BETWEEN 7 AND 16 YEARS OF AGE

Data Sources