THE HEATH ACADEMY TRUST
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2026-10-18 (in 5mo)
Last made up 2025-10-04
Watchouts
None on the register
Cash
£1M
+40.5% vs 2024
Net assets
£10M
+5.4% vs 2024
Employees
139
+3% vs 2024
Profit before tax
—
Period ending 2025-08-31
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 | £5,521,777 | £6,103,560 | |
| Operating profit | -£421,345 | £91,568 | |
| Profit before tax | — | — | |
| Net profit | -£421,345 | £91,568 | |
| Cash | £711,638 | £999,700 | |
| Total assets less current liabilities | £10,222,593 | £10,248,161 | |
| Net assets | £9,722,593 | £10,248,161 | |
| Equity | £9,722,593 | £10,248,161 | |
| Average employees | 135 | 139 | |
| Wages | £3,335,491 | £3,382,368 |
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 | -7.6% | 1.5% | |
| Net margin | -7.6% | 1.5% | |
| Return on capital employed | -4.1% | 0.9% | |
| Gearing (liabilities / total assets) | 9.4% | 5.3% | |
| Current ratio | 1.70x | 1.97x |
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
- Albert Goodman LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“After making appropriate enquiries, the Board of Trustees has a reasonable expectation that the 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.”
Significant events
- “The Trust submitted bids on behalf of two of the schools to the DfE Condition and Improvement Funding 24/25 round neither of which were successful. The Trust has been working with a firm of Chartered Surveyors to strengthen these bids, which they plan on resubmitting as to the DfE Condition and Improvement Funding in the 2025-26 round.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
8 active · 19 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| WHITE, Selina Jane | Secretary | 2019-10-02 | — | — |
| CROSSLEY, Laura | Director | 2016-12-05 | Jul 1976 | British |
| DOOLAN, Kevyn | Director | 2025-01-01 | Aug 1957 | British |
| HUDSON, Joanne | Director | 2025-09-01 | Feb 1981 | British |
| JONES, Daniel Simon | Director | 2025-01-01 | Feb 1982 | Welsh |
| JONES, Holly | Director | 2023-03-20 | Jun 1986 | British |
| MUSSELWHITE, Nicholas Delaforce | Director | 2015-10-05 | Jan 1970 | British |
| O'BRIEN, Maris | Director | 2023-03-20 | Jan 1952 | British |
Show 19 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| LOLLEY, Joanne | Secretary | 2016-01-25 | 2019-10-02 |
| CARTER, Sharon | Director | 2015-12-17 | 2020-06-29 |
| DALE, Isobel Kate | Director | 2020-09-01 | 2026-03-09 |
| DALE, Isobel Kate | Director | 2015-12-17 | 2016-09-12 |
| DAVY, Melanie | Director | 2016-01-04 | 2017-07-12 |
| HEWITT, Clare | Director | 2015-12-17 | 2016-09-26 |
| HORN, Justine | Director | 2016-09-01 | 2025-08-31 |
| LOVEYS, Mark Edward | Director | 2015-10-05 | 2016-09-01 |
| MARTIN, Philip James, Rev | Director | 2015-12-17 | 2017-07-12 |
| MCCALL, Jill Diana Christine | Director | 2019-01-30 | 2022-11-14 |
| MCCALL, Jill | Director | 2015-12-01 | 2017-01-25 |
| MUCKLE, Andy, Reverend | Director | 2020-06-01 | 2023-01-04 |
| POOLE, Andrew Michael | Director | 2015-10-05 | 2016-11-22 |
| RISBY, Andrew | Director | 2015-12-17 | 2023-08-31 |
| ROWLAND, Andrew John William, Rev | Director | 2015-10-05 | 2016-11-22 |
| SIMS, Clare | Director | 2021-09-02 | 2024-08-31 |
| TAYLOR, Jennifer Clare | Director | 2018-01-17 | 2022-01-16 |
| TIKARADZE, Eka | Director | 2018-10-31 | 2019-01-30 |
| WOOFF, Lesley Jane | Director | 2015-12-17 | 2019-12-01 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 69 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-03-12 | TM01 | officers | Termination director company with name termination date | |
| 2025-12-30 | AA | accounts | Accounts with accounts type full | |
| 2025-10-06 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-09-01 | AP01 | officers | Appoint person director company with name date | |
| 2025-09-01 | CH01 | officers | Change person director company with change date | |
| 2025-09-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-01-13 | AP01 | officers | Appoint person director company with name date | |
| 2025-01-13 | AP01 | officers | Appoint person director company with name date | |
| 2024-12-20 | AA | accounts | Accounts with accounts type full | |
| 2024-10-04 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-09-03 | TM01 | officers | Termination director company with name termination date | |
| 2023-12-29 | AA | accounts | Accounts with accounts type full | |
| 2023-10-04 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-09-04 | TM01 | officers | Termination director company with name termination date | |
| 2023-03-24 | AP01 | officers | Appoint person director company with name date | |
| 2023-03-23 | AP01 | officers | Appoint person director company with name date | |
| 2023-01-05 | TM01 | officers | Termination director company with name termination date | |
| 2022-12-21 | AA | accounts | Accounts with accounts type full | |
| 2022-11-23 | TM01 | officers | Termination director company with name termination date | |
| 2022-10-10 | CS01 | confirmation-statement | Confirmation statement with no updates |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 6
- 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
+10.5%
£5,521,777 £6,103,560
-
Cash
+40.5%
£711,638 £999,700
-
Net assets
+5.4%
£9,722,593 £10,248,161
-
Employees
+3%
135 139
-
Operating profit
+121.7%
-£421,345 £91,568
-
Wages
+1.4%
£3,335,491 £3,382,368
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