EXCEL LEARNING TRUST
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2027-03-24 (in 10mo)
Last made up 2026-03-10
Watchouts
None on the register
Cash
£3M
+20.7% vs 2024
Net assets
£61M
-1.3% vs 2024
Employees
422
-9.1% vs 2024
Profit before tax
—
Period ending 2025-08-31
Name history
Renamed 2 times since incorporation — the current trading name was adopted 2024-07-17
- EXCEL LEARNING TRUST 2024-07-17 → present
- SOUTH BANK MULTI ACADEMY TRUST 2016-04-11 → 2024-07-17
- SB MULTI ACADEMY TRUST 2016-03-16 → 2016-04-11
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 | £23,925,000 | £24,709,000 | |
| Operating profit | — | — | |
| Profit before tax | — | — | |
| Net profit | -£1,125,000 | -£561,000 | |
| Cash | £2,089,000 | £2,522,000 | |
| Total assets less current liabilities | £61,643,000 | £60,916,000 | |
| Net assets | £61,571,000 | £60,747,000 | |
| Equity | £61,571,000 | £60,747,000 | |
| Average employees | 464 | 422 | |
| Wages | £12,998,000 | £13,245,000 |
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 |
|---|---|---|---|
| Net margin | -4.7% | -2.3% | |
| Gearing (liabilities / total assets) | 2.9% | 3.3% | |
| Current ratio | -1.62x | -1.70x |
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
- BHP LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“After making appropriate enquiries, the board of trustees has a reasonable expectation that the academy trust has adequate resources to continue in operational existence for the foreseeable future. The trust is using appropriate benchmarking tools to adapt operational structures and resources to meet the uncertainties of the current economic challenges. For this reason it continues to adopt the going concern basis in preparing the financial statements.”
Significant events
- “In July 2025, Inspire Academy was approved to open as an Independent School, Alternative Provision for up to 40 pupils, primarily with SEMH needs. The school opened on 1 September 2025, having having operated for a year previously as a collaborative centre between Millthorpe School and York High School.”
- “From September 2025 a new new school, Inspire Academy has been established and will be a further trading unit with, the Trust.”
- “During 2024/25 two trustees resigned due to pressure of other commitments and ill health. Recruitment took place in the summer term and three trustees were appointed to commence in post from 1 September 2025.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 24 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| ANDREWS-HODGSON, Fay Elizabeth | Director | 2025-09-01 | Oct 1974 | British |
| CUTHBERT, Samantha | Director | 2025-09-01 | Jan 1985 | British |
| ELKHASHEN, Emad, Dr | Director | 2025-09-01 | Sep 1986 | British |
| SIBLEY, Martyn John | Director | 2020-09-01 | Mar 1962 | British |
| SMITH, Donna | Director | 2022-10-11 | Aug 1985 | British |
| WIGGINS, Ian David | Director | 2019-04-01 | Jun 1984 | British |
Show 24 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BARRETT, Reuben John | Director | 2016-03-16 | 2020-03-14 |
| BENNETT, Robin Michael | Director | 2020-04-01 | 2024-07-19 |
| BLAKE, Michelle Frances | Director | 2020-04-01 | 2021-05-07 |
| BOYLE, Patricia Anne | Director | 2017-09-01 | 2024-11-27 |
| BURTON, John Trevor | Director | 2016-03-16 | 2016-12-07 |
| COOPER, Adam | Director | 2016-03-16 | 2016-12-07 |
| CORNHILL, Anna Tamara | Director | 2016-03-16 | 2016-12-07 |
| DONALDSON HODGES, Jill Elizabeth | Director | 2017-09-01 | 2022-01-08 |
| EDWARDS, Paul David | Director | 2017-09-01 | 2018-04-11 |
| ELLIS, Bethan Jane | Director | 2022-10-14 | 2024-01-10 |
| FROST, Martin Frank Baird | Director | 2016-03-16 | 2020-03-14 |
| HAYNES, Francesca (Frankie) Lucy | Director | 2023-10-03 | 2025-09-07 |
| LAYCOCK, Susan Karen | Director | 2020-09-01 | 2023-07-06 |
| LOWE, Gemma Louise Mary | Director | 2023-09-04 | 2024-12-04 |
| LOWE, Gemma Louise Mary | Director | 2020-09-01 | 2021-10-19 |
| MILNER, Richard James | Director | 2019-04-01 | 2021-07-23 |
| MITCHELL, Nicola Catherine | Director | 2016-03-16 | 2019-04-01 |
| O'BRIEN, David Francis, Dr | Director | 2023-09-04 | 2024-06-30 |
| PRESTON, Andrea Jayne | Director | 2016-03-16 | 2020-09-01 |
| PRIESTLEY, Helen Jane | Director | 2016-03-16 | 2020-03-14 |
| STONEHOUSE, Jonathon David | Director | 2016-03-16 | 2017-03-14 |
| THOMAS, Edwin Matthew | Director | 2016-03-16 | 2023-01-01 |
| WILSON, Graham David | Director | 2017-09-01 | 2018-09-01 |
| WONG, Natalie Gee Kwan, Dr | Director | 2022-10-14 | 2026-02-03 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 77 total filings
Material constitutional events — rename, articles re-file, resolution
- 2024-07-17 CERTNM Certificate change of name company
- 2024-07-17 NE01 Change of name exemption
- 2024-07-17 CONNOT Change of name notice
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-03-18 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-02-06 | TM01 | officers | Termination director company with name termination date | |
| 2026-01-09 | AA | accounts | Accounts with accounts type full | |
| 2025-09-11 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-09 | AP01 | officers | Appoint person director company with name date | |
| 2025-09-08 | AP01 | officers | Appoint person director company with name date | |
| 2025-09-08 | AP01 | officers | Appoint person director company with name date | |
| 2025-04-22 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-12-13 | AA | accounts | Accounts with accounts type full | |
| 2024-12-06 | TM01 | officers | Termination director company with name termination date | |
| 2024-12-03 | TM01 | officers | Termination director company with name termination date | |
| 2024-09-04 | TM01 | officers | Termination director company with name termination date | |
| 2024-07-17 | CERTNM | change-of-name | Certificate change of name company | |
| 2024-07-17 | NE01 | change-of-name | Change of name exemption | |
| 2024-07-17 | CONNOT | change-of-name | Change of name notice | |
| 2024-07-04 | TM01 | officers | Termination director company with name termination date | |
| 2024-05-14 | CH01 | officers | Change person director company with change date | |
| 2024-04-22 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-03-12 | AA | accounts | Accounts with accounts type full | |
| 2024-01-11 | TM01 | officers | Termination director company with name termination date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 7
- 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
+3.3%
£23,925,000 £24,709,000
-
Cash
+20.7%
£2,089,000 £2,522,000
-
Net assets
-1.3%
£61,571,000 £60,747,000
-
Employees
-9.1%
464 422
-
Wages
+1.9%
£12,998,000 £13,245,000
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