LEVER ACADEMY TRUST
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2026-07-21 (in 2mo)
Last made up 2025-07-07
Watchouts
Cash
£905K
+34.2% vs 2024
Net assets
£8M
+5.4% vs 2024
Employees
101
-19.2% vs 2024
Profit before tax
£574K
+158.7% vs 2024
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
2 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 | £7,742,591 | £8,239,545 | |
| Operating profit | — | — | |
| Profit before tax | -£978,658 | £574,297 | |
| Net profit | -£978,658 | £574,297 | |
| Cash | £674,291 | £905,118 | |
| Total assets less current liabilities | £8,026,020 | £8,432,292 | |
| Net assets | £7,924,680 | £8,348,977 | |
| Equity | £7,924,680 | £8,348,977 | |
| Average employees | 125 | 101 | |
| Wages | £4,639,103 | £4,651,203 |
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 |
|---|---|---|---|
| Net margin | -12.6% | 7.0% | |
| Current ratio | 2.81x | 1.75x |
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
- Standalone (parent only)
- Auditor
- Xeinadin Audit Limited
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“Based upon detailed analysis of the forecasted pupil numbers and expected costs the Trust believes it is a going concern both now and into the future. There are no current issues that would undermine the financial feasibility of the Trust.”
Group structure
- LEVER ACADEMY TRUST · parent
- Bolton Impact Trust
- The PIXL Club Ltd
- One Education
Significant events
- “The school is also increasing it's PAN to 240 pupils per year group. Our Year 8 and Year 7 PAN is 240 pupils and all places were filled on offer day. We expect another 240 Year 7 places to be filled in September 2026.”
- “Legal funding agreements are in place with the local authority to expand the building infrastructure. The school is investing in the infrastructure of the site to ensure the facilities and infrastructure continues to support sustainable school improvement and outcomes for children whilst ensuring financial stability.”
- “Whilst a strong position had been built the Lever Academy Trust made the decision not to grow the Trust in 2024/25. The decision was made to consolidate the school's position to continue to improve outcomes and to ensure strong and sustainable financial security moving forward.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
9 active · 19 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| KELLY, Mandy | Secretary | 2016-01-11 | — | — |
| FOSTER, Rachel | Director | 2023-03-16 | Aug 1974 | British |
| GAVIN, Victoria | Director | 2022-10-14 | Sep 1983 | British |
| JONES, Jane | Director | 2019-10-02 | Sep 1970 | British |
| MCFARLANE, Sally | Director | 2022-10-17 | Mar 1963 | British |
| MIDDLEMASS, Alyson | Director | 2022-12-14 | Apr 1972 | British |
| O'CALLAGHAN, Andrea Tunney | Director | 2024-12-11 | Dec 1968 | British |
| PRENDERGAST, Sarah | Director | 2025-10-15 | Dec 1984 | British |
| WEBB, David | Director | 2023-10-02 | Sep 1973 | British |
Show 19 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ADAMOPOULOS, John | Director | 2015-07-08 | 2018-10-17 |
| BROWNE, Nicholas Barnaby, Dr | Director | 2015-07-08 | 2018-09-12 |
| CARTER, Karina | Director | 2016-09-15 | 2022-07-31 |
| CONNELL, Anthony | Director | 2015-12-01 | 2022-05-10 |
| CORNALLY, John | Director | 2022-01-16 | 2026-01-27 |
| FERNSIDE, Carleen Ann | Director | 2015-07-08 | 2019-10-02 |
| GIBBON, Rees | Director | 2015-07-08 | 2019-10-02 |
| HEWITT, Philip | Director | 2015-07-08 | 2016-01-01 |
| HODGKINSON, Paul Edward | Director | 2018-10-17 | 2024-07-17 |
| HOWELL, Ken | Director | 2015-07-08 | 2016-09-15 |
| ISHERWOOD, Michael | Director | 2019-12-18 | 2025-08-31 |
| MCFARLANE, Sally | Director | 2018-10-17 | 2024-04-24 |
| MCKEON, Dominic | Director | 2016-01-11 | 2018-10-17 |
| MCKEON, Dominic James | Director | 2016-01-01 | 2018-10-17 |
| MELLOR, Edward Thomas | Director | 2018-10-17 | 2022-10-17 |
| PHILBIN, Paul | Director | 2019-10-02 | 2023-10-01 |
| RENOLD, Jasmine | Director | 2015-07-08 | 2017-10-18 |
| THOMPSON, Jane | Director | 2019-10-02 | 2021-09-20 |
| TWENTYMAN, Judith | Director | 2015-07-08 | 2021-09-22 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mr Paul Philbin | Individual | voting-rights-25-to-50-percent-as-trust, significant-influence-or-control-as-trust | 2023-12-13 | Active |
| Mr Edward Thomas Mellor | Individual | significant-influence-or-control-as-trust | 2022-12-14 | Active |
| Mr Kristian Halliwell | Individual | significant-influence-or-control-as-trust | 2019-12-18 | Ceased 2024-12-11 |
| Mr Edward Mellor | Individual | Voting 25–50% | 2018-10-17 | Ceased 2019-12-18 |
| Mr Anthony Connell | Individual | Voting 25–50% | 2016-04-07 | Ceased 2026-01-29 |
| Mrs Judith Twentyman | Individual | Voting 25–50% | 2016-04-06 | Ceased 2022-12-14 |
| Jasmine Renold | Individual | Voting 25–50% | 2016-04-06 | Ceased 2017-10-18 |
Filing timeline
Last 20 of 76 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-02-19 | AA | accounts | Accounts with accounts type full | |
| 2026-01-30 | TM01 | officers | Termination director company with name termination date | |
| 2026-01-30 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-11-27 | AP01 | officers | Appoint person director company with name date | |
| 2025-09-23 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-09-23 | AP01 | officers | Appoint person director company with name date | |
| 2025-09-11 | TM01 | officers | Termination director company with name termination date | |
| 2025-02-04 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-02-04 | AA | accounts | Accounts with accounts type full | |
| 2024-09-06 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-09-03 | TM01 | officers | Termination director company with name termination date | |
| 2024-09-03 | TM01 | officers | Termination director company with name termination date | |
| 2024-04-25 | AP01 | officers | Appoint person director company with name date | |
| 2024-04-25 | AP01 | officers | Appoint person director company with name date | |
| 2024-04-25 | AP01 | officers | Appoint person director company with name date | |
| 2024-04-24 | AP01 | officers | Appoint person director company with name date | |
| 2024-04-24 | TM01 | officers | Termination director company with name termination date | |
| 2024-02-14 | AA | accounts | Accounts with accounts type full | |
| 2023-12-14 | PSC01 | persons-with-significant-control | Notification of a person with significant control | |
| 2023-12-14 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 7
- Capital events
- 0
- Officers appointed
- 1
- 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
+6.4%
£7,742,591 £8,239,545
-
Cash
+34.2%
£674,291 £905,118
-
Net assets
+5.4%
£7,924,680 £8,348,977
-
Employees
-19.2%
125 101
-
Profit before tax
+158.7%
-£978,658 £574,297
-
Wages
+0.3%
£4,639,103 £4,651,203
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