THE BISHOP WHEELER CATHOLIC ACADEMY TRUST
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2027-02-18 (in 9mo)
Last made up 2026-02-04
Watchouts
Cash
£3M
-24.3% vs 2024
Net assets
£6M
-2.2% vs 2024
Employees
720
+8.8% vs 2024
Profit before tax
-£647K
-528.2% vs 2024
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
3 PSCs ceased in last 24 months
Significant control changed hands — see the Ownership section.
Net assets
2-year trend · vs Consumer Discretionary median
Accounts
2-year trend · latest reflected 2025-08-31
| Metric | Trend | 2024-08-31 | 2025-08-31 |
|---|---|---|---|
| Turnover | £32,114,000 | £35,027,000 | |
| Operating profit | -£145,000 | -£702,000 | |
| Profit before tax | -£103,000 | -£647,000 | |
| Net profit | -£103,000 | -£647,000 | |
| Cash | £4,035,000 | £3,056,000 | |
| Total assets less current liabilities | £6,569,000 | £5,692,000 | |
| Net assets | £5,809,000 | £5,684,000 | |
| Equity | £5,809,000 | £5,684,000 | |
| Average employees | 662 | 720 | |
| Wages | £19,011,000 | £20,420,000 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-08-31 | 2025-08-31 |
|---|---|---|---|
| Operating margin | -0.5% | -2.0% | |
| Net margin | -0.3% | -1.8% | |
| Return on capital employed | -2.2% | -12.3% | |
| Gearing (liabilities / total assets) | 34.3% | 35.9% | |
| Current ratio | 2.14x | 1.39x | |
| Interest cover | — | -87.75x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Consolidated group
- Auditor
- Saffery LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“As such, after making appropriate enquiries, the board of trustees have a reasonable expectation that the academy trust has adequate resources to continue in operational existence for the foreseeable future. For this reason, it continues to adopt the going concern basis in preparing the financial statements.”
Group structure
- THE BISHOP WHEELER CATHOLIC ACADEMY TRUST · parent
- St. Mary's Menston
- St. Joseph's Catholic Primary School Otley
- Ss. Peter and Paul Catholic Primary School
- Sacred Heart Catholic Primary School
- St. Mary's Horsforth Catholic Voluntary Academy
- St. Joseph's Catholic Primary School, Pudsey
- St Mary's Catholic Primary School, Knaresborough
- St Joseph's Catholic Primary School, Harrogate
- Holy Name Catholic Voluntary Academy, Cookridge
- St. Stephen's Catholic Primary School and Nursery
- St Robert's Catholic Primary School
- St John Fisher Catholic Academy
- St Joseph's Catholic Primary School, Tadcaster
- Barkston Ash Catholic Primary School
- St Wilfrid's Catholic Primary School
- St Joseph's Catholic Primary School, Barnoldswick
Significant events
- “The year was a very challenging one, with the Trust incurring a substantial in-year deficit, with a large proportion of this being due to a major staff restructuring programme which incurred costs of £582,000 in the year.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
11 active · 30 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| JOHNSON, Jemma | Secretary | 2020-09-06 | — | — |
| BARNES, John Howard | Director | 2023-04-17 | Aug 1953 | British |
| CLARKE, Jack | Director | 2025-09-09 | Dec 1965 | British |
| JACKSON, Paul Christopher | Director | 2022-09-01 | Jan 1955 | British |
| KELLY-EDWARDS, Aoibheann Mary | Director | 2026-03-05 | Aug 1978 | British |
| KURCZIJ, Kerry | Director | 2023-09-01 | Dec 1980 | British |
| LEGG, Ian Michael | Director | 2025-06-24 | Jan 1964 | British |
| MARTIN, Duncan Jonathan | Director | 2024-11-15 | Oct 1967 | British |
| MARTIN, Sarah | Director | 2024-11-15 | Dec 1972 | British |
| MILLS, Helen Louise | Director | 2021-01-08 | Jun 1965 | British |
| VICKERS, Shaun Leonard | Director | 2024-11-15 | Mar 1957 | British |
Show 30 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| TINDALL, Anne Elsie Lillian | Secretary | 2013-02-12 | 2020-09-06 |
| ASHWORTH, Alison Mary | Director | 2013-02-12 | 2018-11-29 |
| BEARDSLEY, Darren Martin | Director | 2014-09-01 | 2019-09-04 |
| BELL, Catherine Jane | Director | 2022-10-31 | 2023-03-31 |
| BENTHAM, Kieran John | Director | 2013-02-12 | 2017-02-28 |
| BOSWELL, Bernadette Elizabeth | Director | 2013-02-12 | 2016-11-01 |
| BUXTON, Marie Teresa | Director | 2014-11-12 | 2018-11-25 |
| CARLISLE, John, Rev | Director | 2016-09-26 | 2017-09-01 |
| DIAMOND, Edward Anthony Gerard | Director | 2013-05-06 | 2025-02-28 |
| DUMONT, Sarah | Director | 2022-09-26 | 2025-09-23 |
| GASKIN, Diane Catherine | Director | 2013-02-12 | 2024-10-31 |
| HOGAN, Lawrence Joseph | Director | 2013-05-06 | 2017-05-05 |
| HOUSE, Margaret Ann, Professor Emeritus | Director | 2019-09-01 | 2021-01-07 |
| HUGHES, Peter | Director | 2013-02-12 | 2018-12-05 |
| HYDE, Caroline Mary Elizabeth | Director | 2013-02-12 | 2020-06-25 |
| ILLINGWORTH TINDALE, James | Director | 2013-02-12 | 2014-09-08 |
| LAVERY, Robert | Director | 2013-02-12 | 2025-03-24 |
| LITTLE, Adam | Director | 2019-09-01 | 2023-09-01 |
| LUBOMSKI, Alixena Mary Elizabeth | Director | 2013-02-12 | 2018-11-30 |
| MCDONNELL, Joe | Director | 2024-12-06 | 2025-10-10 |
| MCDONNELL, Joseph Anthony | Director | 2013-02-12 | 2019-03-25 |
| MCGUIRE, Elizabeth Ann | Director | 2014-10-21 | 2018-01-26 |
| MONAGHAN, Philippa Mary | Director | 2013-02-12 | 2016-03-08 |
| OWENS, Paul Anthony, Monsignor | Director | 2013-02-12 | 2016-07-22 |
| PRITCHARD, Robert Andrew | Director | 2013-02-12 | 2013-09-26 |
| REED, Paul Nicholas | Director | 2013-02-12 | 2016-07-22 |
| SANDERSON, Diane | Director | 2013-05-06 | 2015-09-02 |
| SAUNDERS, Natalie Julie | Director | 2019-07-05 | 2022-03-31 |
| SHEEHAN, Janet | Director | 2017-10-03 | 2023-07-21 |
| SUMMERSGILL, Andrew Liam, Monsignor | Director | 2021-01-04 | 2025-01-04 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Monsignor Paul Grogan | Individual | Appoints directors, right-to-appoint-and-remove-directors-as-trust, significant-influence-or-control-as-trust | 2023-09-01 | Ceased 2025-01-14 |
| Monsignor Paul Frederick Fisher | Individual | Appoints directors | 2017-01-17 | Ceased 2025-01-14 |
| Rt Rev Marcus Nigel Ralph Stock | Individual | right-to-appoint-and-remove-directors-as-trust | 2016-04-06 | Ceased 2025-01-14 |
| Very Rev Canon Timothy Swinglehurst | Individual | right-to-appoint-and-remove-directors-as-trust | 2016-04-06 | Ceased 2023-08-31 |
| Mrs Caroline Mary Elizabeth Hyde | Individual | right-to-appoint-and-remove-directors-as-trust | 2016-04-06 | Ceased 2017-01-17 |
| Rt Rev Marcus Nigel Ralph Stock | Individual | Appoints directors, right-to-appoint-and-remove-directors-as-trust, right-to-appoint-and-remove-directors-as-firm | 2016-04-06 | Active |
Filing timeline
Last 20 of 121 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-26 | AA | accounts | Accounts with accounts type full | |
| 2026-03-12 | AP01 | officers | Appoint person director company with name date | |
| 2026-02-05 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-10-13 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-24 | CH01 | officers | Change person director company with change date | |
| 2025-09-24 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-09 | AP01 | officers | Appoint person director company with name date | |
| 2025-06-24 | AP01 | officers | Appoint person director company with name date | |
| 2025-04-17 | AA | accounts | Accounts with accounts type full | |
| 2025-03-24 | TM01 | officers | Termination director company with name termination date | |
| 2025-03-03 | TM01 | officers | Termination director company with name termination date | |
| 2025-02-13 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-01-29 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2025-01-28 | PSC09 | persons-with-significant-control | Withdrawal of a person with significant control statement | |
| 2025-01-22 | PSC08 | persons-with-significant-control | Notification of a person with significant control statement | |
| 2025-01-22 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-01-22 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-01-22 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-01-07 | TM01 | officers | Termination director company with name termination date | |
| 2024-12-06 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 8
- Capital events
- 0
- Officers appointed
- 3
- Officers resigned
- 2
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2024 → FY2025 · period ending 2025-08-31 vs 2024-08-31
-
Turnover
+9.1%
£32,114,000 £35,027,000
-
Cash
-24.3%
£4,035,000 £3,056,000
-
Net assets
-2.2%
£5,809,000 £5,684,000
-
Employees
+8.8%
662 720
-
Operating profit
-384.1%
-£145,000 -£702,000
-
Profit before tax
-528.2%
-£103,000 -£647,000
-
Wages
+7.4%
£19,011,000 £20,420,000
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers