JAMES MONTGOMERY ACADEMY TRUST
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Next accounts due
2027-05-31 (in 1y)
Last filed for 2025-08-31
Confirmation statement due
2026-10-21 (in 5mo)
Last made up 2025-10-07
Watchouts
Cash
£3M
+16.3% vs 2024
Net assets
£47M
+11.2% vs 2024
Employees
693
-1.3% vs 2024
Profit before tax
£5M
+164.3% vs 2024
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
3 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
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 | £33,085,000 | £38,027,000 | |
| Operating profit | — | — | |
| Profit before tax | £1,774,000 | £4,688,000 | |
| Net profit | £1,774,000 | £4,688,000 | |
| Cash | £2,255,000 | £2,623,000 | |
| Total assets less current liabilities | £42,158,000 | £46,848,000 | |
| Net assets | £42,036,000 | £46,765,000 | |
| Equity | £42,036,000 | £46,765,000 | |
| Average employees | 702 | 693 | |
| Wages | £17,624,000 | £18,608,000 |
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 | 5.4% | 12.3% | |
| Gearing (liabilities / total assets) | 0.6% | 0.4% | |
| Current ratio | 1.25x | 1.65x |
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
- BHP LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“After making appropriate enquiries, the Board of Trustees has 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.”
Significant events
- “The academy trust continued to grow with the completion of the conversion process for Bramley Sunnyside Junior within the accounting period.”
- “Academic Performance: data sets have shown marked improvement, with an increasing number of schools outperforming national benchmarks.”
- “Special Educational Needs (SEND): Wath Central Primary received the prestigious National Pearson Award.”
- “Ofsted Inspections: Thurcroft Infant and Anston Hillcrest Primary received strong 'Good' judgements in their first inspections in over a decade.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
7 active · 10 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| FITCH, Carl John | Director | 2016-11-17 | Jan 1968 | British |
| GARDINER, Tony Peter | Director | 2025-08-01 | Apr 1971 | British |
| HELLIWELL, Vicky Ann | Director | 2021-10-01 | Jul 1959 | British |
| HEWITT, Catherine | Director | 2017-12-04 | Jun 1974 | British |
| HUTCHINSON, Ian Derek | Director | 2022-06-28 | Aug 1960 | British |
| PUNSHON, Richard | Director | 2019-12-18 | Jan 1964 | British |
| WALKER, Emily | Director | 2025-09-01 | Jan 1973 | British |
Show 10 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| OLIVER, Jacqueline | Secretary | 2018-03-19 | 2026-02-28 |
| BRENNAN, John | Director | 2016-11-17 | 2017-07-12 |
| DE'ATH, Anthony | Director | 2016-11-17 | 2020-09-01 |
| GRAY, John Benjamin | Director | 2019-12-18 | 2021-10-01 |
| HARRISON, Martin Philip | Director | 2016-11-17 | 2025-08-01 |
| HUNTER, Lynsey | Director | 2022-06-28 | 2023-03-31 |
| MOODY, Richard | Director | 2018-03-19 | 2019-04-08 |
| PARKINSON, Craig | Director | 2021-12-01 | 2025-08-01 |
| PRICE, Anthony Adam | Director | 2016-11-17 | 2021-10-01 |
| RICHARDS, Alan James | Director | 2016-11-17 | 2023-07-21 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Reverend Melanie Anne Fitzgerald | Individual | Voting 25–50% | 2016-11-17 | Ceased 2016-11-18 |
| The Right Reverend Peter Burrows | Individual | Voting 25–50% | 2016-11-17 | Ceased 2016-11-18 |
Filing timeline
Last 20 of 47 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-09 | TM02 | officers | Termination secretary company with name termination date | |
| 2026-01-05 | AA | accounts | Accounts with accounts type full | |
| 2025-10-07 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-09-04 | CH01 | officers | Change person director company with change date | |
| 2025-09-03 | AP01 | officers | Appoint person director company with name date | |
| 2025-08-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-08-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-08-01 | AP01 | officers | Appoint person director company with name date | |
| 2024-12-23 | AA | accounts | Accounts with accounts type full | |
| 2024-11-28 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-01-12 | AA | accounts | Accounts with accounts type full | |
| 2023-12-14 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-07-28 | TM01 | officers | Termination director company with name termination date | |
| 2023-05-01 | TM01 | officers | Termination director company with name termination date | |
| 2023-03-07 | AA | accounts | Accounts with accounts type full | |
| 2022-12-14 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-06-28 | AP01 | officers | Appoint person director company with name date | |
| 2022-06-28 | AP01 | officers | Appoint person director company with name date | |
| 2022-06-28 | CH01 | officers | Change person director company with change date | |
| 2022-03-08 | AA | accounts | Accounts with accounts type full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 8
- Capital events
- 0
- Officers appointed
- 2
- Officers resigned
- 3
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
+14.9%
£33,085,000 £38,027,000
-
Cash
+16.3%
£2,255,000 £2,623,000
-
Net assets
+11.2%
£42,036,000 £46,765,000
-
Employees
-1.3%
702 693
-
Profit before tax
+164.3%
£1,774,000 £4,688,000
-
Wages
+5.6%
£17,624,000 £18,608,000
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